401k Plan data: HARRY C. TREXLER ESTATE 403(B) RETIREMENT PLAN plan

HARRY C. TREXLER ESTATE 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	HARRY C. TREXLER ESTATE 403(B) RETIREMENT PLAN
Plan identification number	004

HARRY C. TREXLER ESTATE 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

HARRY C. TREXLER ESTATE has sponsored the creation of one or more 401k plans.

Company Name: HARRY C. TREXLER ESTATE

Employer identification number (EIN): 231162215

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARRY C. TREXLER ESTATE 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01 JANET ROTH 2023-04-21
004 2021-01-01 JANET ROTH 2022-10-15 JANET ROTH 2022-10-15
004 2020-01-01 JANET ROTH 2021-07-30 JANET ROTH 2021-07-30
004 2019-01-01 JANET ROTH 2020-03-06 JANET ROTH 2020-03-06
004 2018-01-01 JANET ROTH 2019-04-23 JANET ROTH 2019-04-23
004 2017-01-01 JANET ROTH 2018-08-16 JANET ROTH 2018-08-16
004 2016-01-01 JANET ROTH 2017-10-13 JANET ROTH 2017-10-13
004 2015-01-01 JANET ROTH 2016-07-15 JANET ROTH 2016-07-15
004 2014-01-01 JANET ROTH 2015-10-09 JANET ROTH 2015-10-09
004 2013-01-01 JANET ROTH 2014-07-25 JANET ROTH 2014-07-25
004 2012-01-01 JANET ROTH 2013-07-26 JANET ROTH 2013-07-26
004 2011-01-01 JANET ROTH 2012-07-24 JANET ROTH 2012-07-24
004 2010-01-01 JANET ROTH 2011-09-16 JANET ROTH 2011-09-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2022-01-01	JANET ROTH	2023-04-21
004	2021-01-01	JANET ROTH	2022-10-15	JANET ROTH	2022-10-15
004	2020-01-01	JANET ROTH	2021-07-30	JANET ROTH	2021-07-30
004	2019-01-01	JANET ROTH	2020-03-06	JANET ROTH	2020-03-06
004	2018-01-01	JANET ROTH	2019-04-23	JANET ROTH	2019-04-23
004	2017-01-01	JANET ROTH	2018-08-16	JANET ROTH	2018-08-16
004	2016-01-01	JANET ROTH	2017-10-13	JANET ROTH	2017-10-13
004	2015-01-01	JANET ROTH	2016-07-15	JANET ROTH	2016-07-15
004	2014-01-01	JANET ROTH	2015-10-09	JANET ROTH	2015-10-09
004	2013-01-01	JANET ROTH	2014-07-25	JANET ROTH	2014-07-25
004	2012-01-01	JANET ROTH	2013-07-26	JANET ROTH	2013-07-26
004	2011-01-01	JANET ROTH	2012-07-24	JANET ROTH	2012-07-24
004	2010-01-01	JANET ROTH	2011-09-16	JANET ROTH	2011-09-16

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Company Name:	HARRY C. TREXLER ESTATE
Employer identification number (EIN):	231162215
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations