401k Plan data: SANTA FE EYES 401(K) PLAN plan

SANTA FE EYES 401(K) PLAN 401k Plan overview

Plan Name	SANTA FE EYES 401(K) PLAN
Plan identification number	001

SANTA FE EYES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

PHILIP TREU, OD, PC has sponsored the creation of one or more 401k plans.

Company Name: PHILIP TREU, OD, PC

Employer identification number (EIN): 273447764

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA FE EYES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 PHILIP TREU 2020-10-09
001 2018-01-01 PHILIP TREU 2019-10-14
001 2017-01-01 PHILIP TREU 2018-10-03
001 2016-01-01 PHILIP TREU 2017-10-06
001 2015-01-01 PHILIP TREU 2016-10-03
001 2014-01-01 PHILIP TREU 2015-04-28
001 2013-01-01 PHILIP TREU 2014-06-11
001 2012-01-01 PHILIP TREU 2013-07-18
001 2011-01-01 PHILIP TREU 2012-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	PHILIP TREU	2020-10-09
001	2018-01-01	PHILIP TREU	2019-10-14
001	2017-01-01	PHILIP TREU	2018-10-03
001	2016-01-01	PHILIP TREU	2017-10-06
001	2015-01-01	PHILIP TREU	2016-10-03
001	2014-01-01	PHILIP TREU	2015-04-28
001	2013-01-01	PHILIP TREU	2014-06-11
001	2012-01-01	PHILIP TREU	2013-07-18
001	2011-01-01	PHILIP TREU	2012-10-01

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Company Name:	PHILIP TREU, OD, PC
Employer identification number (EIN):	273447764
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists