401k Plan data: NATIONAL ALLIANCE FOR THE TREA 401 K PROFIT SHARING PLAN TRUST plan

NATIONAL ALLIANCE FOR THE TREA 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	NATIONAL ALLIANCE FOR THE TREA 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

NATIONAL ALLIANCE FOR THE TREA 401 K PROFIT SHARING PLAN TRUST 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATIONAL ALLIANCE FOR THE TREA has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL ALLIANCE FOR THE TREA

Employer identification number (EIN): 261914772

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL ALLIANCE FOR THE TREA 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ELIZABETH LEBLEU 2023-09-20
001 2021-01-01 ELIZABETH LEBLEU 2022-07-13
001 2020-01-01 ELIZABETH LEBLEU 2022-07-13
001 2019-01-01 ELIZABETH LEBLEU 2020-10-14
001 2018-01-01 ELIZABETH LEBLEU 2019-08-14
001 2017-01-01 ELIZABETH SEKUL 2018-09-26
001 2016-01-01 ELIZABETH LEBLEU 2017-05-31
001 2015-01-01 ELIZABETH LEBLEU 2016-05-26
001 2014-01-01 LIZ LEBLEU 2015-12-15
001 2013-01-01 LIZ LEBLEU 2015-12-15
001 2012-01-01 NATIONAL ALLIANCE FOR THE TREA 2015-12-15
001 2011-01-01 NATIONAL ALLIANCE FOR THE TREA 2012-12-04
001 2010-01-01 NATO 2012-12-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ELIZABETH LEBLEU	2023-09-20
001	2021-01-01	ELIZABETH LEBLEU	2022-07-13
001	2020-01-01	ELIZABETH LEBLEU	2022-07-13
001	2019-01-01	ELIZABETH LEBLEU	2020-10-14
001	2018-01-01	ELIZABETH LEBLEU	2019-08-14
001	2017-01-01	ELIZABETH SEKUL	2018-09-26
001	2016-01-01	ELIZABETH LEBLEU	2017-05-31
001	2015-01-01	ELIZABETH LEBLEU	2016-05-26
001	2014-01-01	LIZ LEBLEU	2015-12-15
001	2013-01-01	LIZ LEBLEU	2015-12-15
001	2012-01-01	NATIONAL ALLIANCE FOR THE TREA	2015-12-15
001	2011-01-01	NATIONAL ALLIANCE FOR THE TREA	2012-12-04
001	2010-01-01	NATO	2012-12-04

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Company Name:	NATIONAL ALLIANCE FOR THE TREA
Employer identification number (EIN):	261914772
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)