401k Plan data: NORTHERN ARIZONA FINANCIAL SERVICES 401(K) PSP plan

NORTHERN ARIZONA FINANCIAL SERVICES 401(K) PSP 401k Plan overview

Plan Name	NORTHERN ARIZONA FINANCIAL SERVICES 401(K) PSP
Plan identification number	001

NORTHERN ARIZONA FINANCIAL SERVICES 401(K) PSP 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

NORTHERN ARIZONA FINANCIAL SERVICES has sponsored the creation of one or more 401k plans.

Company Name: NORTHERN ARIZONA FINANCIAL SERVICES

Employer identification number (EIN): 743095943

NAIC Classification: 541213
NAIC Description: Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHERN ARIZONA FINANCIAL SERVICES 401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JEFF AUGENSTEIN 2014-10-14
001 2012-01-01 ROXANNE AUGENSTEIN 2013-10-07
001 2011-01-01 ROXANNE AUGENSTEIN 2012-10-09
001 2010-01-01 ROXANNE AUGENSTEIN 2011-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	JEFF AUGENSTEIN	2014-10-14
001	2012-01-01	ROXANNE AUGENSTEIN	2013-10-07
001	2011-01-01	ROXANNE AUGENSTEIN	2012-10-09
001	2010-01-01	ROXANNE AUGENSTEIN	2011-07-21

Potentially related plans

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Company Name:	NORTHERN ARIZONA FINANCIAL SERVICES
Employer identification number (EIN):	743095943
NAIC Classification:	541213
NAIC Description:	Tax Preparation Services