401k Plan data: CASCADIA ADVISORY SERVICES 401(K) PLAN plan

CASCADIA ADVISORY SERVICES 401(K) PLAN 401k Plan overview

Plan Name	CASCADIA ADVISORY SERVICES 401(K) PLAN
Plan identification number	001

CASCADIA ADVISORY SERVICES 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CASCADIA ADVISORY SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: CASCADIA ADVISORY SERVICES, LLC

Employer identification number (EIN): 822910629

NAIC Classification: 523900

Additional information about CASCADIA ADVISORY SERVICES, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2017-09-18

Company Identification Number: 136191095

Legal Registered Office Address: 4949 MEADOWS ROAD

LAKE OSWEGO
United States of America (USA)
97035

More information about CASCADIA ADVISORY SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASCADIA ADVISORY SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DOUG PERRY 2023-04-11
001 2021-01-01 DOUG PERRY 2022-03-29
001 2020-01-01 DOUG PERRY 2021-06-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	DOUG PERRY	2023-04-11
001	2021-01-01	DOUG PERRY	2022-03-29
001	2020-01-01	DOUG PERRY	2021-06-02

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Company Name:	CASCADIA ADVISORY SERVICES, LLC
Employer identification number (EIN):	822910629
NAIC Classification:	523900

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2017-09-18
Company Identification Number:	136191095
Legal Registered Office Address:	4949 MEADOWS ROAD LAKE OSWEGO United States of America (USA) 97035