401k Plan data: ALLEVITY, INC. RETIREMENT SAVINGS PLAN plan

ALLEVITY, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	ALLEVITY, INC. RETIREMENT SAVINGS PLAN
Plan identification number	001

ALLEVITY, INC. RETIREMENT SAVINGS 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.
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

COURTNEY MCHARG, MCHARG & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: COURTNEY MCHARG, MCHARG & ASSOCIATES

Employer identification number (EIN): 510442301

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEVITY, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 J. PALADINO 2021-09-10
001 2019-01-01 CRAIG AHLSWEDE 2020-10-09
001 2018-01-01 DONAL K FORD 2019-08-06
001 2017-01-01 DONAL K FORD 2018-06-25
001 2016-01-01 DONAL K FORD 2017-07-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	J. PALADINO	2021-09-10
001	2019-01-01	CRAIG AHLSWEDE	2020-10-09
001	2018-01-01	DONAL K FORD	2019-08-06
001	2017-01-01	DONAL K FORD	2018-06-25
001	2016-01-01	DONAL K FORD	2017-07-16

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Company Name:	COURTNEY MCHARG, MCHARG & ASSOCIATES
Employer identification number (EIN):	510442301
NAIC Classification:	523900