401k Plan data: CRISWELL FINANCIAL, INC. 401(K) PROFIT SHARING PLAN plan

CRISWELL FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CRISWELL FINANCIAL, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

CRISWELL FINANCIAL, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

CRISWELL FINANCIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: CRISWELL FINANCIAL, INC.

Employer identification number (EIN): 311319216

NAIC Classification: 523110
NAIC Description: Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRISWELL FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 H. DAVID CRISWELL 2020-10-12 H. DAVID CRISWELL 2020-10-12
001 2013-01-01 H. DAVID CRISWELL 2014-07-25 H. DAVID CRISWELL 2014-07-25
001 2012-01-01 DAVE CRISWELL 2013-07-22 DAVE CRISWELL 2013-07-22
001 2011-01-01 DAVE CRISWELL 2012-08-31 DAVE CRISWELL 2012-08-31
001 2010-01-01 DAVE CRISWELL 2011-10-12 DAVE CRISWELL 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	H. DAVID CRISWELL	2020-10-12	H. DAVID CRISWELL	2020-10-12
001	2013-01-01	H. DAVID CRISWELL	2014-07-25	H. DAVID CRISWELL	2014-07-25
001	2012-01-01	DAVE CRISWELL	2013-07-22	DAVE CRISWELL	2013-07-22
001	2011-01-01	DAVE CRISWELL	2012-08-31	DAVE CRISWELL	2012-08-31
001	2010-01-01	DAVE CRISWELL	2011-10-12	DAVE CRISWELL	2011-10-12

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Company Name:	CRISWELL FINANCIAL, INC.
Employer identification number (EIN):	311319216
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing