401k Plan data: MELISSA MYERS, CFP CASH BALANCE PLAN plan

MELISSA MYERS, CFP CASH BALANCE PLAN 401k Plan overview

Plan Name	MELISSA MYERS, CFP CASH BALANCE PLAN
Plan identification number	002

MELISSA MYERS, CFP CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

MELISSA MYERS, CFP has sponsored the creation of one or more 401k plans.

Company Name: MELISSA MYERS, CFP

Employer identification number (EIN): 760754476

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MELISSA MYERS, CFP CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 MELISSA MYERS 2014-07-14 MELISSA MYERS 2014-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	MELISSA MYERS	2014-07-14	MELISSA MYERS	2014-07-14

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Company Name:	MELISSA MYERS, CFP
Employer identification number (EIN):	760754476
NAIC Classification:	523900