401k Plan data: GERHART & ASSOC P-1 PL plan

GERHART & ASSOC P-1 PL 401k Plan overview

Plan Name	GERHART & ASSOC P-1 PL
Plan identification number	001

GERHART & ASSOC P-1 PL Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

KLETA J. GERHART has sponsored the creation of one or more 401k plans.

Company Name: KLETA J. GERHART

Employer identification number (EIN): 741579528

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERHART & ASSOC P-1 PL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KLETA GERHART 2024-10-03 KLETA GERHART 2024-10-03
001 2022-01-01 KLETA GERHART 2023-10-14 KLETA GERHART 2023-10-14
001 2021-01-01 KLETA GERHART 2022-10-15 KLETA GERHART 2022-10-15
001 2020-01-01 KLETA GERHART 2021-10-13 KLETA GERHART 2021-10-13
001 2019-01-01 KLETA GERHART 2020-10-13 KLETA GERHART 2020-10-13
001 2018-01-01 KLETA GERHART 2019-10-10 KLETA GERHART 2019-10-10
001 2017-01-01 KLETA GERHART 2018-10-12 KLETA GERHART 2018-10-12
001 2016-01-01 KLETA GERHART 2018-01-10 KLETA GERHART 2018-01-10
001 2015-01-01 KLETA GERHART 2016-10-11 KLETA GERHART 2016-10-11
001 2014-01-01 KLETA GERHART 2015-10-01 KLETA GERHART 2015-10-01
001 2013-01-01 KLETA GERHART 2014-10-06 KLETA GERHART 2014-10-06
001 2012-01-01 KLETA GERHART 2013-10-09 KLETA GERHART 2013-10-09
001 2011-01-01 KLETA GERHART 2012-10-04
001 2010-01-01 KLETA GERHART 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	KLETA GERHART	2024-10-03	KLETA GERHART	2024-10-03
001	2022-01-01	KLETA GERHART	2023-10-14	KLETA GERHART	2023-10-14
001	2021-01-01	KLETA GERHART	2022-10-15	KLETA GERHART	2022-10-15
001	2020-01-01	KLETA GERHART	2021-10-13	KLETA GERHART	2021-10-13
001	2019-01-01	KLETA GERHART	2020-10-13	KLETA GERHART	2020-10-13
001	2018-01-01	KLETA GERHART	2019-10-10	KLETA GERHART	2019-10-10
001	2017-01-01	KLETA GERHART	2018-10-12	KLETA GERHART	2018-10-12
001	2016-01-01	KLETA GERHART	2018-01-10	KLETA GERHART	2018-01-10
001	2015-01-01	KLETA GERHART	2016-10-11	KLETA GERHART	2016-10-11
001	2014-01-01	KLETA GERHART	2015-10-01	KLETA GERHART	2015-10-01
001	2013-01-01	KLETA GERHART	2014-10-06	KLETA GERHART	2014-10-06
001	2012-01-01	KLETA GERHART	2013-10-09	KLETA GERHART	2013-10-09
001	2011-01-01	KLETA GERHART	2012-10-04
001	2010-01-01	KLETA GERHART	2011-10-10

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Company Name:	KLETA J. GERHART
Employer identification number (EIN):	741579528
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants