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EMPLOYEE BENEFITS BY DESIGN RETIREMENT PLAN 401k Plan overview

Plan NameEMPLOYEE BENEFITS BY DESIGN RETIREMENT PLAN
Plan identification number 001

EMPLOYEE BENEFITS BY DESIGN RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

EMPLOYEE BENEFITS BY DESIGN, INC. has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYEE BENEFITS BY DESIGN, INC.
Employer identification number (EIN):364406179
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS BY DESIGN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01FRANCIS SCHILF2011-07-19 FRANCIS SCHILF2011-07-19
0012010-01-01FRANCIS SCHILF2011-04-14 FRANCIS SCHILF2011-04-14
0012007-01-01 FRANCIS SCHILF2010-02-26
0012006-01-01 FRANCIS SCHILF2010-02-26

Plan Statistics for EMPLOYEE BENEFITS BY DESIGN RETIREMENT PLAN

401k plan membership statisitcs for EMPLOYEE BENEFITS BY DESIGN RETIREMENT PLAN

Measure Date Value
2007: EMPLOYEE BENEFITS BY DESIGN RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-016
Total number of active participants reported on line 7a of the Form 55002007-01-016
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-016
Number of participants with account balances2007-01-016
2006: EMPLOYEE BENEFITS BY DESIGN RETIREMENT PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-015
Total number of active participants reported on line 7a of the Form 55002006-01-015
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-015
Number of participants with account balances2006-01-015

Form 5500 Responses for EMPLOYEE BENEFITS BY DESIGN RETIREMENT PLAN

2007: EMPLOYEE BENEFITS BY DESIGN RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes
2006: EMPLOYEE BENEFITS BY DESIGN RETIREMENT PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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