Plan Summary
| ABC SAMPLE PLAN |
|
|
|
D34730 |
Dates
| Plan Anniversary: |
01/01 |
Contract Anniversary: |
05/01/2006 |
| Plan Effective Date: |
05/01/2006 |
Contract Effective Date: |
05/01/2006 |
| Fiscal Year End: |
12/31 |
|
|
Authorized Administrative Services
| Hardship Withdrawals: |
Agreement accepted |
Qualified Domestic Relations Order (QDRO): |
Agreement accepted |
| Rollover |
Agreement accepted |
Termination |
Agreement accepted |
Plan Specifications
| Product Name: |
GRAVIII |
Plan Type: |
Profit Sharing 401k |
| Service Level: |
Full Service |
Multi Division: |
No |
| Loans Allowed: |
Yes |
Internet Loans Allowed: |
Yes |
| Self-Directed Brokerage Account: |
Yes |
Plan Sponsor Advice Client: |
No |
Plan Features
| 404(c)/404(c)(5): |
N/A |
Automatic Contribution Arrangement
Method: |
N/A |
| Automatic Enrollment/Express Enrollment: |
Both |
|
|
| Automatic Increase: |
N/A |
|
|
Retirement Age
| Normal Retirement Age: |
65 |
Early Retirement Age: |
N/A |
Note:
See plan provisions for more detailed information on retirement
requirements.
Account Information
| Last Allocated Contribution Date: |
|
Last Allocated Contribution Amount: |
$101,750.00 |
Contact Information
| Plan Admin. Contact: |
LEE SHADOW
803 TEST AVE
OSCEOLA WI 54025 |
E-Mail Address: |
SHADOW@DEMOPLAN.COM |
| Day-to-Day Contact: |
MICHAEL INDIGO
803 TEST AVE
OSCEOLA WI 54025 |
E-Mail Address: |
INDIGO@DEMOPLAN.COM |
| Executive Contact: |
LEE SHADOW
803 TEST AVE
OSCEOLA WI 54025 |
E-Mail Address: |
SHADOW@DEMOPLAN.COM |
Plan Source Information
| Source |
Participant Entry Date |
Eligibility |
Vesting Schedule |
Forfeiture Allocations |
Hardship W/D Allowed |
| Employer |
Date of Hire 01/01 |
0 months of service |
| Year 1 |
0% |
| Year 2 |
50% |
| Year 3 |
75% |
| Year 4 |
100% |
|
Reduce Expenses then Reduce (or Add To)
Contributions |
Yes |
| ROLLOVER (UNRELATED) |
Date of Hire 01/01 |
0 months of service |
|
N/A |
Yes |
| 401(k) DEFERRAL |
Date of Hire 01/01 |
0 months of service |
|
N/A |
Yes |
| Employer Match |
Date of Hire 01/01 |
6 months of service |
| Year 1 |
0% |
| Year 2 |
50% |
| Year 3 |
75% |
| Year 4 |
100% |
|
Reduce Expenses then Reduce (or Add To)
Contributions |
Yes |
| Rollover (Related) |
Date of Hire 01/01 |
0 months of service |
|
N/A |
Yes |
| Previous Service/QNEC |
Date of Hire 01/01 |
0 months of service |
|
N/A |
No |
Note: Eligibility requirements may or
may not apply to those employed on or before source effective dates.
Note: See plan provisions for more
detailed information on special vesting situations and prior vesting
schedules.
