401k Plan data: SIMPKINS RETIREMENT PLAN EXCHANGE FOR VALDEZ, JACKSON & TREVINO, P.C. plan

SIMPKINS RETIREMENT PLAN EXCHANGE FOR VALDEZ, JACKSON & TREVINO, P.C. 401k Plan overview

Plan Name	SIMPKINS RETIREMENT PLAN EXCHANGE FOR VALDEZ, JACKSON & TREVINO, P.C.
Plan identification number	002

SIMPKINS RETIREMENT PLAN EXCHANGE FOR VALDEZ, JACKSON & TREVINO, P.C. 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.
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.
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

VALDEZ & TREVINO ATTORNEYS has sponsored the creation of one or more 401k plans.

Company Name: VALDEZ & TREVINO ATTORNEYS

Employer identification number (EIN): 742529967

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMPKINS RETIREMENT PLAN EXCHANGE FOR VALDEZ, JACKSON & TREVINO, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ROBERT VALDEZ 2024-06-10
002 2022-01-01 ROBERT VALDEZ 2023-07-19
002 2021-01-01 ROBERT VALDEZ 2022-07-28
002 2020-01-01 ROBERT VALDEZ 2021-06-07
002 2019-01-01 ROBERT VALDEZ 2020-08-07
002 2018-01-01 ROBERT VALDEZ 2019-07-08
002 2017-01-01 ROBERT VALDEZ 2018-06-12 ROBERT VALDEZ 2018-06-12
002 2016-01-01 ANDY LOVELL 2017-07-27
002 2015-01-01 LYNNE MCAULEY 2016-10-06
002 2014-01-01 LYNNE MCAULEY 2015-06-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ROBERT VALDEZ	2024-06-10
002	2022-01-01	ROBERT VALDEZ	2023-07-19
002	2021-01-01	ROBERT VALDEZ	2022-07-28
002	2020-01-01	ROBERT VALDEZ	2021-06-07
002	2019-01-01	ROBERT VALDEZ	2020-08-07
002	2018-01-01	ROBERT VALDEZ	2019-07-08
002	2017-01-01	ROBERT VALDEZ	2018-06-12	ROBERT VALDEZ	2018-06-12
002	2016-01-01	ANDY LOVELL	2017-07-27
002	2015-01-01	LYNNE MCAULEY	2016-10-06
002	2014-01-01	LYNNE MCAULEY	2015-06-02

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Company Name:	VALDEZ & TREVINO ATTORNEYS
Employer identification number (EIN):	742529967
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers