401k Plan data: WARD & COMPANY, P.L.L.C. 401K PROFIT SHARING PLAN & TRUST plan

WARD & COMPANY, P.L.L.C. 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	WARD & COMPANY, P.L.L.C. 401K PROFIT SHARING PLAN & TRUST
Plan identification number	001

WARD & COMPANY, P.L.L.C. 401K PROFIT SHARING PLAN & TRUST 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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 covering Self-Employed individuals.
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

WARD & COMPANY, P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: WARD & COMPANY, P.L.L.C.

Employer identification number (EIN): 731597648

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WARD & COMPANY, P.L.L.C. 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PHIL WARD 2024-10-04
001 2022-01-01
001 2021-01-01 PHIL WARD 2022-10-14
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 PHIL WARD 2016-10-12
001 2014-01-01 PHIL WARD 2015-10-13
001 2013-01-01 PHIL WARD 2014-10-08
001 2012-01-01 PHIL WARD 2013-10-14
001 2011-01-01 PHIL WARD 2012-10-15
001 2010-01-01 PHIL WARD 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	PHIL WARD	2024-10-04
001	2022-01-01
001	2021-01-01	PHIL WARD	2022-10-14
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	PHIL WARD	2016-10-12
001	2014-01-01	PHIL WARD	2015-10-13
001	2013-01-01	PHIL WARD	2014-10-08
001	2012-01-01	PHIL WARD	2013-10-14
001	2011-01-01	PHIL WARD	2012-10-15
001	2010-01-01	PHIL WARD	2011-10-14

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Company Name:	WARD & COMPANY, P.L.L.C.
Employer identification number (EIN):	731597648
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants