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LADLIE TRACHSEL FINANCIAL ADVISORS 401K 401k Plan overview

Plan NameLADLIE TRACHSEL FINANCIAL ADVISORS 401K
Plan identification number 001

LADLIE TRACHSEL FINANCIAL ADVISORS 401K Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

LADLIE TRACHSEL FINANCIAL ADVISORS INC. has sponsored the creation of one or more 401k plans.

Company Name:LADLIE TRACHSEL FINANCIAL ADVISORS INC.
Employer identification number (EIN):262800469
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LADLIE TRACHSEL FINANCIAL ADVISORS 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAURA TRACHSEL2024-05-07 LAURA TRACHSEL2024-05-07
0012022-01-01CHARLES TRACHSEL2023-07-13 CHARLES TRACHSEL2023-07-13
0012021-01-01CHARLES TRACHSEL2022-07-01 CHARLES TRACHSEL2022-07-01
0012020-01-01CHARLES TRACHSEL2021-07-02 CHARLES TRACHSEL2021-07-02
0012019-01-01CHARLES TRACHSEL2020-08-12 CHARLES TRACHSEL2020-08-12
0012018-01-01CHARLES TRACHSEL2019-07-29 CHARLES TRACHSEL2019-07-29
0012017-01-01CHARLES TRACHSEL2018-09-27 CHARLES TRACHSEL2018-09-27
0012016-01-01CHARLES TRACHSEL2017-07-19 CHARLES TRACHSEL2017-07-19
0012015-01-01CHARLES TRACHSEL2016-04-21 CHARLES TRACHSEL2016-04-21
0012014-01-01CHARLES TRACHSEL2015-09-01 CHARLES TRACHSEL2015-09-01
0012013-01-01CHARLES TRACHSEL2014-04-16 CHARLES TRACHSEL2014-04-16
0012012-01-01CHARLES TRACHSEL2013-06-26 CHARLES TRACHSEL2013-06-26

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