401k Plan data: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JOHN D. WHEELER AND ASSOCIATES plan

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JOHN D. WHEELER AND ASSOCIATES 401k Plan overview

Plan Name	BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JOHN D. WHEELER AND ASSOCIATES
Plan identification number	003

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JOHN D. WHEELER AND ASSOCIATES 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JOHN D. WHEELER & ASSOCIATES, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: JOHN D. WHEELER & ASSOCIATES, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 223857990

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JOHN D. WHEELER AND ASSOCIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01 STEVEN STOUT 2021-07-22
003 2019-01-01 STEVEN STOUT 2020-07-24
003 2018-01-01 STEVEN STOUT 2019-07-23
003 2017-01-01 SPENCER BARCLAY 2018-07-27
003 2016-09-09 SPENCER BARCLAY 2017-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2020-01-01	STEVEN STOUT	2021-07-22
003	2019-01-01	STEVEN STOUT	2020-07-24
003	2018-01-01	STEVEN STOUT	2019-07-23
003	2017-01-01	SPENCER BARCLAY	2018-07-27
003	2016-09-09	SPENCER BARCLAY	2017-07-28

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Company Name:	JOHN D. WHEELER & ASSOCIATES, A PROFESSIONAL CORPORATION
Employer identification number (EIN):	223857990
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers