401k Plan data: SAVINGS PLAN FOR SALARIED EMPLOYEES OF THE CARPENTER FUNDS ADMINSTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. plan

SAVINGS PLAN FOR SALARIED EMPLOYEES OF THE CARPENTER FUNDS ADMINSTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 401k Plan overview

Plan Name	SAVINGS PLAN FOR SALARIED EMPLOYEES OF THE CARPENTER FUNDS ADMINSTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC.
Plan identification number	003

SAVINGS PLAN FOR SALARIED EMPLOYEES OF THE CARPENTER FUNDS ADMINSTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

CARPENTERS FUNDS ADMINISTRATIVE OFFICE OFFICE OF NORTHERN CALIFORNIA, has sponsored the creation of one or more 401k plans.

Company Name: CARPENTERS FUNDS ADMINISTRATIVE OFFICE OFFICE OF NORTHERN CALIFORNIA,

Employer identification number (EIN): 941557079

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS PLAN FOR SALARIED EMPLOYEES OF THE CARPENTER FUNDS ADMINSTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2015-09-01 GENE H. PRICE 2016-11-18
003 2014-09-01 GENE H. PRICE 2016-01-27
003 2013-09-01 GENE H. PRICE 2014-12-01
003 2012-09-01 GENE H. PRICE 2013-12-13
003 2011-09-01 GENE H. PRICE 2013-03-06
003 2010-09-01 GENE H PRICE 2011-10-17 GENE H. PRICE 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2015-09-01	GENE H. PRICE	2016-11-18
003	2014-09-01	GENE H. PRICE	2016-01-27
003	2013-09-01	GENE H. PRICE	2014-12-01
003	2012-09-01	GENE H. PRICE	2013-12-13
003	2011-09-01	GENE H. PRICE	2013-03-06
003	2010-09-01	GENE H PRICE	2011-10-17	GENE H. PRICE	2011-10-17

Potentially related plans

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Company Name:	CARPENTERS FUNDS ADMINISTRATIVE OFFICE OFFICE OF NORTHERN CALIFORNIA,
Employer identification number (EIN):	941557079
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds