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UNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN 401k Plan overview

Plan NameUNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN
Plan identification number 003

UNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNION SQUARE INVESTMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:UNION SQUARE INVESTMENT COMPANY
Employer identification number (EIN):943293002
NAIC Classification:523900

Additional information about UNION SQUARE INVESTMENT COMPANY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2068871

More information about UNION SQUARE INVESTMENT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01SUE SPLASAI25002023-06-19
0032021-01-01SUE SPLASAI25002022-06-22
0032020-01-01SUE SPLASAI25002021-06-17
0032019-01-01SUE PLASAI2020-06-30
0032018-01-01SUE PLASAI2019-06-20
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01LAUREN RENKEN2015-10-14 LAUREN RENKEN2015-10-14
0032013-01-01LAUREN RENKEN2014-07-31 LAUREN RENKEN2014-07-31
0032012-01-01LAUREN RENKEN2013-06-19 LAUREN RENKEN2013-06-19
0032011-01-01LAUREN RENKEN2012-07-27 JEFF WHALEY2012-07-30
0032010-01-01JEFF WHALEY2011-08-04 LAUREN RENKEN2011-08-03

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