401k Plan data: CAMPBELL & LINEBERRY PC 401K PLAN plan

CAMPBELL & LINEBERRY PC 401K PLAN 401k Plan overview

Plan Name	CAMPBELL & LINEBERRY PC 401K PLAN
Plan identification number	002

CAMPBELL & LINEBERRY PC 401K 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.
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

CAMPBELL & LINEBERRY PC has sponsored the creation of one or more 401k plans.

Company Name: CAMPBELL & LINEBERRY PC

Employer identification number (EIN): 260662283

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about CAMPBELL & LINEBERRY PC

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2007-10-25

Company Identification Number: 0685171

Legal Registered Office Address: 7636 WILLIAMSON RD
PO BOX 678
ROANOKE
United States of America (USA)
24019

More information about CAMPBELL & LINEBERRY PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMPBELL & LINEBERRY PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 LISA LLOYD 2023-10-04
002 2021-01-01 LISA LLOYD 2022-10-13
002 2021-01-01 LISA LLOYD 2023-10-04
002 2020-01-01 LISA LLOYD 2021-10-12
002 2020-01-01 LISA LLOYD 2022-10-13
002 2019-01-01 LISA LLOYD 2020-11-03
002 2018-01-01 LISA C LLOYD 2019-09-20 LISA C LLOYD 2019-09-20
002 2017-01-01 LISA C LLOYD 2018-10-01 LISA C LLOYD 2018-10-01
002 2016-01-01 LISA C LLOYD 2017-10-03 LISA C LLOYD 2017-10-03
002 2015-01-01 LISA C LLOYD 2016-07-26 LISA C LLOYD 2016-07-26
002 2014-01-01 LISA C LLOYD 2015-09-15 LISA C LLOYD 2015-09-15
002 2013-01-01 LISA C LLOYD 2014-03-28 LISA C LLOYD 2014-03-28
002 2012-01-01 CHRIS D LINEBERRY 2013-04-24 CHRIS D LINEBERRY 2013-04-24
002 2011-01-01 CHRIS D LINEBERRY 2012-05-23 CHRIS D LINEBERRY 2012-05-23
002 2010-01-01 CHRIS D LINEBERRY 2011-06-06 CHRIS D LINEBERRY 2011-06-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	LISA LLOYD	2023-10-04
002	2021-01-01	LISA LLOYD	2022-10-13
002	2021-01-01	LISA LLOYD	2023-10-04
002	2020-01-01	LISA LLOYD	2021-10-12
002	2020-01-01	LISA LLOYD	2022-10-13
002	2019-01-01	LISA LLOYD	2020-11-03
002	2018-01-01	LISA C LLOYD	2019-09-20	LISA C LLOYD	2019-09-20
002	2017-01-01	LISA C LLOYD	2018-10-01	LISA C LLOYD	2018-10-01
002	2016-01-01	LISA C LLOYD	2017-10-03	LISA C LLOYD	2017-10-03
002	2015-01-01	LISA C LLOYD	2016-07-26	LISA C LLOYD	2016-07-26
002	2014-01-01	LISA C LLOYD	2015-09-15	LISA C LLOYD	2015-09-15
002	2013-01-01	LISA C LLOYD	2014-03-28	LISA C LLOYD	2014-03-28
002	2012-01-01	CHRIS D LINEBERRY	2013-04-24	CHRIS D LINEBERRY	2013-04-24
002	2011-01-01	CHRIS D LINEBERRY	2012-05-23	CHRIS D LINEBERRY	2012-05-23
002	2010-01-01	CHRIS D LINEBERRY	2011-06-06	CHRIS D LINEBERRY	2011-06-06

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Company Name:	CAMPBELL & LINEBERRY PC
Employer identification number (EIN):	260662283
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2007-10-25
Company Identification Number:	0685171
Legal Registered Office Address:	7636 WILLIAMSON RD PO BOX 678 ROANOKE United States of America (USA) 24019