401k Plan data: PI KAPPA PHI 401K PLAN plan

PI KAPPA PHI 401K PLAN 401k Plan overview

Plan Name	PI KAPPA PHI 401K PLAN
Plan identification number	001

PI KAPPA PHI 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PI KAPPA PHI has sponsored the creation of one or more 401k plans.

Company Name: PI KAPPA PHI

Employer identification number (EIN): 570340150

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about PI KAPPA PHI

Jurisdiction of Incorporation: Oklahoma Secretary Of State

Incorporation Date:

Company Identification Number: 2100053272

More information about PI KAPPA PHI

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PI KAPPA PHI 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TARA EVANS, FOR TAG RESOURCES 2024-07-26
001 2022-01-01 TARA EVANS, FOR TAG RESOURCES 2023-07-13
001 2021-01-01 TARA EVANS 2022-06-24
001 2020-01-01 PHIL TISUE 2021-07-14
001 2019-01-01 PHIL TISUE 2020-06-22
001 2018-01-01 PHIL TISUE 2019-07-10
001 2017-01-01 PHIL TISUE 2018-10-05
001 2016-01-01 PHIL TISUE 2017-10-11
001 2016-01-01 PHIL TISUE 2018-09-17
001 2015-01-01 PHIL TISUE 2016-07-22
001 2014-01-01 PHIL TISUE 2015-07-09
001 2013-01-01 MARVIN HACKNEY 2014-07-11 MARK TIMMES 2014-07-11
001 2012-01-01 MARVIN HACKNEY 2013-07-29 MARK TIMMES 2013-07-29
001 2011-01-01 MARVIN HACKNEY 2012-10-08 MARK TIMMES 2012-10-08
001 2010-01-01 MARVIN HACKNEY 2011-10-10 MARK TIMMES 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TARA EVANS, FOR TAG RESOURCES	2024-07-26
001	2022-01-01	TARA EVANS, FOR TAG RESOURCES	2023-07-13
001	2021-01-01	TARA EVANS	2022-06-24
001	2020-01-01	PHIL TISUE	2021-07-14
001	2019-01-01	PHIL TISUE	2020-06-22
001	2018-01-01	PHIL TISUE	2019-07-10
001	2017-01-01	PHIL TISUE	2018-10-05
001	2016-01-01	PHIL TISUE	2017-10-11
001	2016-01-01	PHIL TISUE	2018-09-17
001	2015-01-01	PHIL TISUE	2016-07-22
001	2014-01-01	PHIL TISUE	2015-07-09
001	2013-01-01	MARVIN HACKNEY	2014-07-11	MARK TIMMES	2014-07-11
001	2012-01-01	MARVIN HACKNEY	2013-07-29	MARK TIMMES	2013-07-29
001	2011-01-01	MARVIN HACKNEY	2012-10-08	MARK TIMMES	2012-10-08
001	2010-01-01	MARVIN HACKNEY	2011-10-10	MARK TIMMES	2011-10-10

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Company Name:	PI KAPPA PHI
Employer identification number (EIN):	570340150
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Oklahoma Secretary Of State
Incorporation Date:
Company Identification Number:	2100053272