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

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

Plan Name	SOUND FINANCIAL PLANNING, INC. 401(K) PLAN
Plan identification number	002

SOUND FINANCIAL PLANNING, INC. 401(K) 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
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.

401k Sponsoring company profile

SOUND FINANCIAL PLANNING, INC. has sponsored the creation of one or more 401k plans.

Company Name: SOUND FINANCIAL PLANNING, INC.

Employer identification number (EIN): 911155535

NAIC Classification: 523900

Additional information about SOUND FINANCIAL PLANNING, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1981-09-02

Company Identification Number: 600438446

Legal Registered Office Address: 1111 CLEVELAND AVE STE 101

MOUNT VERNON
United States of America (USA)
982734229

More information about SOUND FINANCIAL PLANNING, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 WILLIAM MORRISSEY 2022-05-11
002 2021-01-01 WILLIAM MORRISSEY 2022-05-11
002 2020-01-01 WILLIAM MORRISSEY 2021-04-20
002 2019-01-01
002 2018-01-01
002 2017-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	WILLIAM MORRISSEY	2022-05-11
002	2021-01-01	WILLIAM MORRISSEY	2022-05-11
002	2020-01-01	WILLIAM MORRISSEY	2021-04-20
002	2019-01-01
002	2018-01-01
002	2017-01-01

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Company Name:	SOUND FINANCIAL PLANNING, INC.
Employer identification number (EIN):	911155535
NAIC Classification:	523900

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1981-09-02
Company Identification Number:	600438446
Legal Registered Office Address:	1111 CLEVELAND AVE STE 101 MOUNT VERNON United States of America (USA) 982734229