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CALDWELL,BECKER,DERVIN,PETRICK & CO., A CA LLP 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameCALDWELL,BECKER,DERVIN,PETRICK & CO., A CA LLP 401K PROFIT SHARING PLAN
Plan identification number 001

CALDWELL,BECKER,DERVIN,PETRICK & CO., A CA LLP 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

CALDWELL,BECKER,DERVIN,PETRICK & CO., A CA LLP has sponsored the creation of one or more 401k plans.

Company Name:CALDWELL,BECKER,DERVIN,PETRICK & CO., A CA LLP
Employer identification number (EIN):954160744
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALDWELL,BECKER,DERVIN,PETRICK & CO., A CA LLP 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01JOHN F PETRICK JR2016-05-09
0012014-01-01JOHN F PETRICK JR2015-06-24
0012013-01-01JOHN F PETRICK JR2014-10-14
0012012-01-01JOHN F PETRICK JR2013-06-27
0012011-01-01JOHN F PETRICK JR2012-08-08
0012010-01-01JOHN F PETRICK JR2011-07-25

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