401k Plan data: PATEK & ASSOCIATES EMPLOYEES 401(K) SAVINGS PLAN plan

PATEK & ASSOCIATES EMPLOYEES 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	PATEK & ASSOCIATES EMPLOYEES 401(K) SAVINGS PLAN
Plan identification number	001

PATEK & ASSOCIATES EMPLOYEES 401(K) SAVINGS PLAN 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.
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.

401k Sponsoring company profile

PATEK AND ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PATEK AND ASSOCIATES, INC.

Employer identification number (EIN): 832725918

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATEK & ASSOCIATES EMPLOYEES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOHN MORAN 2024-10-03
001 2022-01-01 JOHN MORAN 2023-07-17
001 2021-01-01 KEITH BORN 2022-09-12
001 2020-01-01 KEITH BORN 2021-08-17
001 2019-01-01 KEITH BORN 2020-09-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JOHN MORAN	2024-10-03
001	2022-01-01	JOHN MORAN	2023-07-17
001	2021-01-01	KEITH BORN	2022-09-12
001	2020-01-01	KEITH BORN	2021-08-17
001	2019-01-01	KEITH BORN	2020-09-16

Potentially related plans

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Company Name:	PATEK AND ASSOCIATES, INC.
Employer identification number (EIN):	832725918
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants