401k Plan data: CAMBRIDGE ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST plan

CAMBRIDGE ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	CAMBRIDGE ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

CAMBRIDGE ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 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.
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.

401k Sponsoring company profile

CAMBRIDGE ADVISORS LLC has sponsored the creation of one or more 401k plans.

Company Name: CAMBRIDGE ADVISORS LLC

Employer identification number (EIN): 900744699

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about CAMBRIDGE ADVISORS LLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2011-05-20

Company Identification Number: 4097452

Legal Registered Office Address: CAMBRIDGE ADVISORS, LLC
6225 SHERIDAN DR., STE 102
WILLIAMSVILLE
United States of America (USA)
14221

More information about CAMBRIDGE ADVISORS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMBRIDGE ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 SCOTT MCCARTHY 2015-05-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	SCOTT MCCARTHY	2015-05-22

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Company Name:	CAMBRIDGE ADVISORS LLC
Employer identification number (EIN):	900744699
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2011-05-20
Company Identification Number:	4097452
Legal Registered Office Address:	CAMBRIDGE ADVISORS, LLC 6225 SHERIDAN DR., STE 102 WILLIAMSVILLE United States of America (USA) 14221