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DALE POE REAL ESTATE GROUP 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameDALE POE REAL ESTATE GROUP 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

DALE POE REAL ESTATE GROUP 401(K) RETIREMENT SAVINGS 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.
  • 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DALE POE REAL ESTATE GROUP has sponsored the creation of one or more 401k plans.

Company Name:DALE POE REAL ESTATE GROUP
Employer identification number (EIN):954605976
NAIC Classification:531310

Additional information about DALE POE REAL ESTATE GROUP

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1904762

More information about DALE POE REAL ESTATE GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALE POE REAL ESTATE GROUP 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01NICK RICE2023-08-28
0012021-01-01DAVID BRODY2022-04-04 DAVID BRODY2022-04-04
0012020-01-01DAVID BRODY2021-05-19 DAVID BRODY2021-05-19
0012019-01-01DAVID BRODY2020-07-08 DAVID BRODY2020-07-08
0012018-01-01DAVID BRODY2019-06-24 DAVID BRODY2019-06-24
0012017-01-01DAVID BRODY2018-07-16 DAVID BRODY2018-07-16
0012016-01-01RICHARD OTA2017-04-03 RICHARD OTA2017-04-03
0012015-01-01RICHARD OTA2016-03-11 RICHARD OTA2016-03-11
0012014-01-01RICHARD OTA2015-04-10 RICHARD OTA2015-04-10
0012013-01-01RICHARD OTA2014-02-28 RICHARD OTA2014-02-28
0012012-01-01RICHARD OTA2013-07-08 RICHARD OTA2013-07-08
0012011-01-01RICHARD OTA2012-02-03 RICHARD OTA2012-02-03
0012010-01-01RICHARD OTA2011-07-08 RICHARD OTA2011-07-08

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