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BENEFIT STRATEGY PARTNERS LLC RETIREMENT PLAN 401k Plan overview

Plan NameBENEFIT STRATEGY PARTNERS LLC RETIREMENT PLAN
Plan identification number 001

BENEFIT STRATEGY PARTNERS LLC RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

BENEFIT STRATEGY PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:BENEFIT STRATEGY PARTNERS, LLC
Employer identification number (EIN):205051605
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFIT STRATEGY PARTNERS LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01SCOTT BOSTLEY2015-07-10
0012014-01-01SCOTT BOSTLEY2015-07-09 SCOTT BOSTLEY2015-07-09
0012013-01-01SCOTT BOSTLEY2014-10-08 SCOTT BOSTLEY2014-10-08
0012012-01-01SCOTT BOSTLEY2014-10-08 SCOTT BOSTLEY2014-10-08
0012011-01-01SCOTT BOSTLEY2012-06-29 SCOTT BOSTLEY2012-06-29
0012010-01-01SCOTT BOSTLEY2011-07-11

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