401k Plan data: THE TERM GROUP, LLC plan

THE TERM GROUP, LLC 401k Plan overview

Plan Name	THE TERM GROUP, LLC
Plan identification number	003

THE TERM GROUP, LLC 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.
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

TERM GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: TERM GROUP, LLC

Employer identification number (EIN): 364221142

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TERM GROUP, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01 SUSAN RENNER 2013-06-05 SUSAN RENNER 2013-06-05
003 2012-01-01 SUSAN RENNER 2013-06-04 SUSAN RENNER 2013-06-04
003 2011-01-01 SUSAN RENNER 2012-06-06
003 2010-01-01 SUSAN RENNER 2011-05-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2013-01-01	SUSAN RENNER	2013-06-05	SUSAN RENNER	2013-06-05
003	2012-01-01	SUSAN RENNER	2013-06-04	SUSAN RENNER	2013-06-04
003	2011-01-01	SUSAN RENNER	2012-06-06
003	2010-01-01	SUSAN RENNER	2011-05-17

Potentially related plans

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Company Name:	TERM GROUP, LLC
Employer identification number (EIN):	364221142
NAIC Classification:	238900