401k Plan data: ANDERSON LENEAVE & CO. PROFIT SHARING PLAN plan

ANDERSON LENEAVE & CO. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ANDERSON LENEAVE & CO. PROFIT SHARING PLAN
Plan identification number	001

ANDERSON LENEAVE & CO. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ANDERSON LENEAVE & CO. has sponsored the creation of one or more 401k plans.

Company Name: ANDERSON LENEAVE & CO.

Employer identification number (EIN): 562097382

NAIC Classification: 523110
NAIC Description: Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDERSON LENEAVE & CO. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 GREGORY LENEAVE 2024-06-12
001 2022-01-01 GREGORY M. LENEAVE 2023-06-23
001 2021-01-01 GREGORY M. LENEAVE 2022-06-06
001 2020-01-01 GREGORY M. LENEAVE 2021-04-30
001 2019-01-01 GREGORY M. LENEAVE 2020-08-25
001 2018-01-01 GREGORY M. LENEAVE 2019-09-24
001 2017-01-01 GREGORY M. LENEAVE 2018-07-09
001 2016-01-01 GREGORY LENEAVE 2017-08-23 GREGORY LENEAVE 2017-08-23
001 2015-01-01 GREGORY LENEAVE 2016-03-03 GREGORY LENEAVE 2016-03-03
001 2014-01-01 GREGORY LENEAVE 2015-05-26 GREGORY LENEAVE 2015-05-26
001 2013-01-01 GREGORY LENEAVE 2014-07-29 GREGORY LENEAVE 2014-07-29
001 2012-01-01 GREGORY LENEAVE 2013-02-19
001 2011-01-01 GREGORY LENEAVE 2012-07-09
001 2010-01-01 GREGORY LENEAVE 2011-05-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	GREGORY LENEAVE	2024-06-12
001	2022-01-01	GREGORY M. LENEAVE	2023-06-23
001	2021-01-01	GREGORY M. LENEAVE	2022-06-06
001	2020-01-01	GREGORY M. LENEAVE	2021-04-30
001	2019-01-01	GREGORY M. LENEAVE	2020-08-25
001	2018-01-01	GREGORY M. LENEAVE	2019-09-24
001	2017-01-01	GREGORY M. LENEAVE	2018-07-09
001	2016-01-01	GREGORY LENEAVE	2017-08-23	GREGORY LENEAVE	2017-08-23
001	2015-01-01	GREGORY LENEAVE	2016-03-03	GREGORY LENEAVE	2016-03-03
001	2014-01-01	GREGORY LENEAVE	2015-05-26	GREGORY LENEAVE	2015-05-26
001	2013-01-01	GREGORY LENEAVE	2014-07-29	GREGORY LENEAVE	2014-07-29
001	2012-01-01	GREGORY LENEAVE	2013-02-19
001	2011-01-01	GREGORY LENEAVE	2012-07-09
001	2010-01-01	GREGORY LENEAVE	2011-05-31

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Company Name:	ANDERSON LENEAVE & CO.
Employer identification number (EIN):	562097382
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing