401k Plan data: WISE COMPANY 401(K) PLAN plan

WISE COMPANY 401(K) PLAN 401k Plan overview

Plan Name	WISE COMPANY 401(K) PLAN
Plan identification number	001

WISE COMPANY 401(K) 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.
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

READYWISE, INC has sponsored the creation of one or more 401k plans.

Company Name: READYWISE, INC

Employer identification number (EIN): 270195886

NAIC Classification: 424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISE COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 KERRI BELL 2021-03-02 KERRI BELL 2021-03-02
001 2020-01-01 KERRI BELL 2021-03-02 KERRI BELL 2021-03-02
001 2019-01-01 GRANT GOODER 2020-07-09 GRANT GOODER 2020-07-09
001 2018-01-01 KERRI BELL 2019-10-11 KERRI BELL 2019-10-11
001 2017-01-01 NEA HILL 2018-07-16
001 2016-01-01 SCOTT WHITING 2017-07-14 SCOTT WHITING 2017-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	KERRI BELL	2021-03-02	KERRI BELL	2021-03-02
001	2020-01-01	KERRI BELL	2021-03-02	KERRI BELL	2021-03-02
001	2019-01-01	GRANT GOODER	2020-07-09	GRANT GOODER	2020-07-09
001	2018-01-01	KERRI BELL	2019-10-11	KERRI BELL	2019-10-11
001	2017-01-01	NEA HILL	2018-07-16
001	2016-01-01	SCOTT WHITING	2017-07-14	SCOTT WHITING	2017-07-14

Potentially related plans

WISE COMPANY LLC LIFE AND HEALTH PLAN [EIN = 203222618]

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Company Name:	READYWISE, INC
Employer identification number (EIN):	270195886
NAIC Classification:	424400