401k Plan data: HANA FINANCIAL, INC. 401(K) PLAN plan

HANA FINANCIAL, INC. 401(K) PLAN 401k Plan overview

Plan Name	HANA FINANCIAL, INC. 401(K) PLAN
Plan identification number	001

HANA FINANCIAL, INC. 401(K) 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.
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.
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

HANA COMMERCIAL FINANCIAL, LLC has sponsored the creation of one or more 401k plans.

Company Name: HANA COMMERCIAL FINANCIAL, LLC

Employer identification number (EIN): 883060526

NAIC Classification: 522220
NAIC Description: Sales Financing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HANA FINANCIAL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MARILYN SHERMAN 2024-07-03
001 2022-01-01 MARILYN SHERMAN 2023-06-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MARILYN SHERMAN	2024-07-03
001	2022-01-01	MARILYN SHERMAN	2023-06-06

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Company Name:	HANA COMMERCIAL FINANCIAL, LLC
Employer identification number (EIN):	883060526
NAIC Classification:	522220
NAIC Description:	Sales Financing