401k Plan data: WOOD PROFIT SHARING TRUST plan

WOOD PROFIT SHARING TRUST 401k Plan overview

Plan Name	WOOD PROFIT SHARING TRUST
Plan identification number	001

WOOD PROFIT SHARING 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JONATHAN WOOD & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: JONATHAN WOOD & ASSOCIATES, LLC

Employer identification number (EIN): 800033879

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOOD PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 JONATHAN WOOD 2019-03-15 JONATHAN WOOD 2019-03-15
001 2017-01-01 JONATHAN WOOD 2018-07-16
001 2016-01-01 JONATHAN WOOD 2017-07-14
001 2015-01-01 JONATHAN WOOD 2016-06-16
001 2014-01-01 JONATHAN WOOD 2015-06-19
001 2013-01-01 JONATHAN WOOD 2014-06-25
001 2012-01-01 JONATHAN WOOD 2013-08-19
001 2011-01-01 JONATHAN WOOD 2013-08-19
001 2010-01-01 JONATHAN WOOD 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	JONATHAN WOOD	2019-03-15	JONATHAN WOOD	2019-03-15
001	2017-01-01	JONATHAN WOOD	2018-07-16
001	2016-01-01	JONATHAN WOOD	2017-07-14
001	2015-01-01	JONATHAN WOOD	2016-06-16
001	2014-01-01	JONATHAN WOOD	2015-06-19
001	2013-01-01	JONATHAN WOOD	2014-06-25
001	2012-01-01	JONATHAN WOOD	2013-08-19
001	2011-01-01	JONATHAN WOOD	2013-08-19
001	2010-01-01	JONATHAN WOOD	2011-07-26

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Company Name:	JONATHAN WOOD & ASSOCIATES, LLC
Employer identification number (EIN):	800033879
NAIC Classification:	611000