401k Plan data: MOORE FAMILY OFFICE RETIREMENT PLAN plan

MOORE FAMILY OFFICE RETIREMENT PLAN 401k Plan overview

Plan Name	MOORE FAMILY OFFICE RETIREMENT PLAN
Plan identification number	001

MOORE FAMILY OFFICE RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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

MOORE FAMILY OFFICE, LLP has sponsored the creation of one or more 401k plans.

Company Name: MOORE FAMILY OFFICE, LLP

Employer identification number (EIN): 830422217

NAIC Classification: 551112
NAIC Description: Offices of Other Holding Companies

Additional information about MOORE FAMILY OFFICE, LLP

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2005-03-11

Company Identification Number: 20051105692

Legal Registered Office Address: 390 Franklin St

Denver
United States of America (USA)
80218

More information about MOORE FAMILY OFFICE, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOORE FAMILY OFFICE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 SHIRLEY KOEHLER 2015-03-17 SHIRLEY KOEHLER 2015-03-17
001 2014-01-01 SHIRLEY KOEHLER 2015-02-19 SHIRLEY KOEHLER 2015-02-19
001 2013-01-01 SHIRLEY KOEHLER 2014-05-12 SHIRLEY KOEHLER 2014-05-12
001 2012-01-01 SHIRLEY KOEHLER 2013-04-11 SHIRLEY KOEHLER 2013-04-11
001 2011-01-01 SHIRLEY KOEHLER 2012-04-16 SHIRLEY KOEHLER 2012-04-16
001 2010-01-01 SHIRLEY KOEHLER 2011-03-24 SHIRLEY KOEHLER 2011-03-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	SHIRLEY KOEHLER	2015-03-17	SHIRLEY KOEHLER	2015-03-17
001	2014-01-01	SHIRLEY KOEHLER	2015-02-19	SHIRLEY KOEHLER	2015-02-19
001	2013-01-01	SHIRLEY KOEHLER	2014-05-12	SHIRLEY KOEHLER	2014-05-12
001	2012-01-01	SHIRLEY KOEHLER	2013-04-11	SHIRLEY KOEHLER	2013-04-11
001	2011-01-01	SHIRLEY KOEHLER	2012-04-16	SHIRLEY KOEHLER	2012-04-16
001	2010-01-01	SHIRLEY KOEHLER	2011-03-24	SHIRLEY KOEHLER	2011-03-24

Potentially related plans

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Company Name:	MOORE FAMILY OFFICE, LLP
Employer identification number (EIN):	830422217
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2005-03-11
Company Identification Number:	20051105692
Legal Registered Office Address:	390 Franklin St Denver United States of America (USA) 80218