Trust Agreement/Custodial Agreement. [ ] Plan assets will be invested in group annuity contracts and the terms of the contract(s) will apply. [x] Plan assets are held in a tax qualified Trust. The Trust provisions used will be as contained in the Basic Plan Document #01. [ ] Plan assets are held in a tax qualified Trust. The Trust provisions used will be as contained in the accompanying pre-approved executed Trust Agreement between the Employer and the Trustee attached hereto. [ ] Plan assets are being held in a Custodial Account arrangement. The Custodial Account provisions used will be as contained in the Basic Plan Document #01. [x] Plan assets are being held in a Custodial Account arrangement. The Custodial Account provisions used will be as contained in the accompanying pre-approved executed Custodial Account Agreement between the Employer and the Custodian attached hereto.
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Samples: Nonstandardized Adoption Agreement (1st Constitution Bancorp)
Trust Agreement/Custodial Agreement. [ ] o Plan assets will be invested in group annuity contracts and the terms of the contract(s) will apply. [x] o Plan assets are held in a tax qualified Trust. The Trust provisions used will be as contained in the Basic Plan Document #01. [ ] þ Plan assets are held in a tax qualified Trust. The Trust provisions used will be as contained in the accompanying pre-approved executed Trust Agreement between the Employer and the Trustee attached hereto. [ ] o Plan assets are being held in a Custodial Account arrangement. The Custodial Account provisions used will be as contained in the Basic Plan Document #01. [x] þ Plan assets are being held in a Custodial Account arrangement. The Custodial Account provisions used will be as contained in the accompanying pre-approved executed Custodial Account Agreement between the Employer and the Custodian attached hereto.
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Trust Agreement/Custodial Agreement. [ ] Plan assets will be invested in group annuity contracts and the terms of the contract(s) will apply. [x[ ] Plan assets are held in a tax qualified Trust. The Trust provisions used will be as contained in the Basic Plan Document #01. [ [x] Plan assets are held in a tax qualified Trust. The Trust provisions used will be as contained in the accompanying pre-approved executed Trust Agreement between the Employer and the Trustee attached hereto. [ ] Plan assets are being held in a Custodial Account arrangement. The Custodial Account provisions used will be as contained in the Basic Plan Document #01. [x[ ] Plan assets are being held in a Custodial Account arrangement. The Custodial Account provisions used will be as contained in the accompanying pre-approved executed Custodial Account Agreement between the Employer and the Custodian attached hereto.
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Samples: Defined Contribution Plan (Old Dominion Freight Line Inc/Va)
Trust Agreement/Custodial Agreement. [ ] Plan assets will be invested in group annuity contracts and the terms of the contract(s) will apply. [x] Plan assets are held in a tax qualified Trust. The Trust provisions used will be as contained in the Basic Plan Document #01. [ ] Plan assets are held in a tax qualified Trust. The Trust provisions used will be as contained in the accompanying pre-approved executed Trust Agreement between the Employer and the Trustee attached hereto. [ ] Plan assets are being held in a Custodial Account arrangement. The Custodial Account provisions used will be as contained in the Basic Plan Document #01. [x[ ] Plan assets are being held in a Custodial Account arrangement. The Custodial Account provisions used will be as contained in the accompanying pre-approved executed Custodial Account Agreement between the Employer and the Custodian attached hereto.
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