401k Plan data: PROFIT SHARING/401K PLAN OF DONNA M. ARNOLD, CFP, LLC plan

PROFIT SHARING/401K PLAN OF DONNA M. ARNOLD, CFP, LLC 401k Plan overview

Plan Name	PROFIT SHARING/401K PLAN OF DONNA M. ARNOLD, CFP, LLC
Plan identification number	001

PROFIT SHARING/401K PLAN OF DONNA M. ARNOLD, CFP, LLC 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

DONNA M. ARNOLD, CFP, LLC has sponsored the creation of one or more 401k plans.

Company Name: DONNA M. ARNOLD, CFP, LLC

Employer identification number (EIN): 911186701

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING/401K PLAN OF DONNA M. ARNOLD, CFP, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 DONNA ARNOLD 2014-01-13
001 2012-01-01 DONNA ARNOLD 2013-05-23
001 2011-01-01 DONNA ARNOLD 2012-04-10
001 2010-01-01 DONNA ARNOLD 2011-04-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	DONNA ARNOLD	2014-01-13
001	2012-01-01	DONNA ARNOLD	2013-05-23
001	2011-01-01	DONNA ARNOLD	2012-04-10
001	2010-01-01	DONNA ARNOLD	2011-04-18

Potentially related plans

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Company Name:	DONNA M. ARNOLD, CFP, LLC
Employer identification number (EIN):	911186701
NAIC Classification:	523900