401k Plan data: WARREN & SELBERT RETIREMENT PLAN plan

WARREN & SELBERT RETIREMENT PLAN 401k Plan overview

Plan Name	WARREN & SELBERT RETIREMENT PLAN
Plan identification number	003

WARREN & SELBERT RETIREMENT PLAN 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

WARREN & SELBERT, LLC has sponsored the creation of one or more 401k plans.

Company Name: WARREN & SELBERT, LLC

Employer identification number (EIN): 824313135

NAIC Classification: 518210
NAIC Description: Data Processing, Hosting, and Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WARREN & SELBERT RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 ERIC C SEALE 2024-05-07
003 2022-01-01 ERIC C SEALE 2023-05-08 ERIC C SEALE 2023-05-08
003 2021-01-01 LEE S SILVERMAN 2022-07-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	ERIC C SEALE	2024-05-07
003	2022-01-01	ERIC C SEALE	2023-05-08	ERIC C SEALE	2023-05-08
003	2021-01-01	LEE S SILVERMAN	2022-07-05

Potentially related plans

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Company Name:	WARREN & SELBERT, LLC
Employer identification number (EIN):	824313135
NAIC Classification:	518210
NAIC Description:	Data Processing, Hosting, and Related Services