401k Plan data: BENEFIT STRATEGIES, INC. PROFIT SHARING PLAN & TRUST plan

BENEFIT STRATEGIES, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	BENEFIT STRATEGIES, INC. PROFIT SHARING PLAN & TRUST
Plan identification number	001

BENEFIT STRATEGIES, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

BENEFIT STRATEGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BENEFIT STRATEGIES, INC.

Employer identification number (EIN): 541512744

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFIT STRATEGIES, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-09-01
001 2013-09-01 GWENDOLYN H. POTTER 2015-03-09
001 2012-09-01 GWENDOLYN H POTTER 2013-12-26
001 2011-09-01 GWENDOLYN H. POTTER 2013-03-19
001 2010-09-01 GWEN POTTER, QKA 2011-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-09-01
001	2013-09-01	GWENDOLYN H. POTTER	2015-03-09
001	2012-09-01	GWENDOLYN H POTTER	2013-12-26
001	2011-09-01	GWENDOLYN H. POTTER	2013-03-19
001	2010-09-01	GWEN POTTER, QKA	2011-09-29

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Company Name:	BENEFIT STRATEGIES, INC.
Employer identification number (EIN):	541512744
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services