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LEE, BURKE & MALARKEY, LLP 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameLEE, BURKE & MALARKEY, LLP 401(K) RETIREMENT PLAN
Plan identification number 001

LEE, BURKE & MALARKEY, LLP 401(K) 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

PERSPECTIVE FINANCIAL GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:PERSPECTIVE FINANCIAL GROUP LLC
Employer identification number (EIN):453057719
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE, BURKE & MALARKEY, LLP 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01CONSTANCE MAISCH2019-07-25 CONSTANCE MAISCH2019-07-25
0012018-01-01CONSTANCE MAISCH2019-05-01 CONSTANCE MAISCH2019-05-01
0012017-01-01CONSTANCE MAISCH2018-07-09 CONSTANCE MAISCH2018-07-09
0012016-01-01CONSTANCE MAISCH2017-06-25 CONSTANCE MAISCH2017-06-25
0012015-01-01CONSTANCE MAISCH2016-06-20 CONSTANCE MAISCH2016-06-20
0012014-01-01CONSTANCE MAISCH2015-06-17 CONSTANCE MAISCH2015-06-17
0012013-01-01FRANCIS BURKE2014-06-23 FRANCIS BURKE2014-06-23
0012012-01-01CONSTANCE MAISCH2013-07-30 CONSTANCE MAISCH2013-07-30
0012011-01-01CONSTANCE MAISCH2012-06-20 CONSTANCE MAISCH2012-06-20

Potentially related plans

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