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STEPHENS & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NameSTEPHENS & ASSOCIATES 401(K) PLAN
Plan identification number 001

STEPHENS & ASSOCIATES 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THOMAS J. STEPHENS & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:THOMAS J. STEPHENS & ASSOCIATES, INC.
Employer identification number (EIN):752296072
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about THOMAS J. STEPHENS & ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1989-10-06
Company Identification Number: 0112936900
Legal Registered Office Address: 201 STATE RT 17

RUTHERFORD
United States of America (USA)
07070

More information about THOMAS J. STEPHENS & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHENS & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01JOAN STEPHENS2020-06-30 JOAN STEPHENS2020-06-30
0012019-01-01JOAN STEPHENS2020-02-10 JOAN STEPHENS2020-02-10
0012018-01-01JOAN STEPHENS2019-02-19 JOAN STEPHENS2019-02-19
0012017-01-01JOAN STEPHENS2018-02-16 JOAN STEPHENS2018-02-16
0012016-01-01JOAN STEPHENS2017-02-21 JOAN STEPHENS2017-02-21
0012015-01-01JOAN STEPHENS2016-04-25 JOAN STEPHENS2016-04-25
0012014-01-01JOAN STEPHENS2015-03-12 JOAN STEPHENS2015-03-12
0012013-01-01JOAN STEPHENS2014-02-15 JOAN STEPHENS2014-02-15
0012012-01-01JOAN STEPHENS2013-02-12 JOAN STEPHENS2013-02-12
0012011-01-01JOAN STEPHENS2012-02-01 JOAN STEPHENS2012-02-01
0012010-01-01JOAN STEPHENS2011-05-03 JOAN STEPHENS2011-05-03

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