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THE WILLIAM TRAVIS GROUP, INC. CASH BALANCE PENSION PLAN & TRUST 401k Plan overview

Plan NameTHE WILLIAM TRAVIS GROUP, INC. CASH BALANCE PENSION PLAN & TRUST
Plan identification number 001

THE WILLIAM TRAVIS GROUP, INC. CASH BALANCE PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

THE WILLIAM TRAVIS GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE WILLIAM TRAVIS GROUP, INC.
Employer identification number (EIN):363905627
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILLIAM TRAVIS GROUP, INC. CASH BALANCE PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01WILLIAM BEDSOLE2021-08-08 WILLIAM BEDSOLE2021-08-08
0012019-01-01WILLIAM BEDSOLE2020-06-03 WILLIAM BEDSOLE2020-06-03
0012018-01-01WILLIAM BEDSOLE2019-08-02 WILLIAM BEDSOLE2019-08-02
0012017-01-01WILLIAM BEDSOLE2018-10-13 WILLIAM BEDSOLE2018-10-13
0012016-01-01WILLIAM BEDSOLE2017-07-19 WILLIAM BEDSOLE2017-07-19
0012015-01-01WILLIAM BEDSOLE2016-09-29 WILLIAM BEDSOLE2016-09-29
0012014-01-01WILLIAM BEDSOLE2015-09-13 WILLIAM BEDSOLE2015-09-13
0012013-01-01WILLIAM BEDSOLE2014-10-07 WILLIAM BEDSOLE2014-10-07
0012011-01-01WILLIAM BEDSOLE2012-10-15 WILLIAM BEDSOLE2012-10-15
0012010-01-01WILLIAM BEDSOLE2011-10-10 WILLIAM BEDSOLE2011-10-10

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