TRUSTEE OR CUSTODIAN. 5.01 CREATION OF FUND By adopting this Plan, the Employer establishes the Fund which shall consist of the assets of the Plan held by the Trustee (or Custodian, if applicable) pursuant to this Section 5. Assets within the Fund may be pooled on behalf of all Participants, earmarked on behalf of each Participant or be a combination of pooled and earmarked. To the extent that assets are earmarked for a particular Participant, they will be held in a Separate Fund for that Participant. No part of the corpus or income of the Fund may be used for, or diverted to, purposes other than for the exclusive benefit of Participants or their Beneficiaries.
TRUSTEE OR CUSTODIAN. OPTION A: [ ] Financial Organization as Trustee or Custodian CHECK ONE: [ ] Custodian, [ ] Trustee without full trust powers, or [ ] Trustee with full trust powers Financial Organization _________________________________________________ Signature ______________________________________________________________ Type Name ______________________________________________________________ COLLECTIVE OR COMMINGLED FUNDS List any collective or commingled funds maintained by the financial organization Trustee in which assets of the Plan may be invested (COMPLETE IF APPLICABLE). -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Option B: [X] Individual Trustee(s) Signature /s/ STEVEN W. LOGAN Signature _______________________ Type Nxxx XXXXXX W. LOGAN Type Name _______________________ Signatxxx ____________________ Signature _______________________ Type Name ____________________ Type Name _______________________
TRUSTEE OR CUSTODIAN. OPTION A. [ ] Financial Organization as Trustee or Custodian CHECK ONE: [ ] Custodian, [ ] Trustee without full trust powers, or [ ] Trustee with full trust powers Financial Organization ------------------------------------------- Signature --------------------------------------------------------- Type Name --------------------------------------------------------- COLLECTIVE OR COMMINGLED FUNDS List any collective or commingled funds maintained by the financial organization Trustee in which assets of the Plan may be invested (COMPLETE IF APPLICABLE). ------------------------------------------------------------ ------------------------------------------------------------ ------------------------------------------------------------ OPTION B. [X] Individual Trustee(s) Signature Signature ------------------ ------------------ Type Name Xxxx Xxxxxxx Type Name Xxxxxx Xxxxxxx ------------------ ------------------ Signature Signature ------------------ ------------------ Type Name Xxxxxxx Xxxxxx Type Name ------------------ ------------------
TRUSTEE OR CUSTODIAN. Option A. [ ] Financial Organization as Trustee or Custodian Check One: [ ] Custodian, [ ] Trustee without full trust powers, or [ ] Trustee with full trust powers Financial Organization ____________________________________________________________________ Signature __________________________________________________________ Type Name___________________________________________________________ Collective or Commingled Funds List any collective or commingled funds maintained by the financial organization Trustee in which assets of the Plan may be invested (Complete if applicable). ____________________________________________________________________ ____________________________________________________________________ ____________________________________________________________________
TRUSTEE OR CUSTODIAN. A trustee or custodian satisfying the requirements of Code §408(a)(2) must hold Designated XXX Contributions Accounts. If the Trustee holding the Designated XXX Contribution assets is a non-bank trustee, the Trustee, upon receipt of notice from the Commissioner of Internal Revenue that substitution is required because the Trustee has failed to comply with the requirements of Treas. Reg. §1.408 -2(e), will substitute another trustee in its place. Defined Contribution Prototype Plan
TRUSTEE OR CUSTODIAN. A trustee or custodian satisfying the requirements of Code §408(a)(2) must hold Designated IRA Contributions Accounts. If the Trustee holding the Designated IRA Contribution assets is a non- bank trustee, the Trustee, upon receipt of notice from the Commissioner of Internal Revenue that substitution is required because the Trustee has failed to comply with the requirements of Treas. Reg. §1.408-2(e), will substitute another trustee in its place. Defined Contribution Prototype Plan
TRUSTEE OR CUSTODIAN. Option A: [X] Financial Organization as Trustee or Custodian /s/ G Xxxxxxx X. XXXXXXX Check One: [_] Custodian, [X]Trustee without full trust powers, or [_] Trustee with full trust powers Financial Organization Xxxxx Xxxxxx Corporate Trust Company ------------------------------------ Signature Type Name Collective or Commingled Funds List any collective or commingled funds maintained by the financial organization Trustee in which assets of the Plan may be invested: (Complete if applicable) Collective trust funds of Xxxxx Xxxxxx and The ---------------------------------------------- Travelers. ---------- Option B: [_] Individual Trustee(s) Signature Signature Type Name Type Name Signature Signature Type Name Type Name Page 18
TRUSTEE OR CUSTODIAN. Section A. _X_ Financial Organization as Trustee or Custodian Check One ___ Custodian _X_ Trustee without full trust powers ___ Trustee with full trust powers Financial Organization PW TRUST COMPANY Signature /s/ Type Name Collective or Commingled Funds List any collective or commingled funds maintained by the financial organization Trustee in which assets of the Plan may be invested (complete if applicable) N/A Option B: ___ Individual Trustee(s) Signature ________________ Signature _________________ Type Name ________________ Type Name _________________ Signature ________________ Signature _________________ Type Name ________________ Type Name _________________
TRUSTEE OR CUSTODIAN. Option A: [ ] Financial Organization as Trustee or Custodian Check One: [ ] Custodian, [ ] Trustee without full trust powers, or [ ] Trustee with full trust powers Financial Organization _________________________________________________________ Signature ______________________________________________________________________ Type Name _____________________________________________________________________ Collective or Commingled Funds List any collective or commingled funds maintained by the financial organization Trustee in which assets of the Plan may be invested (Complete if applicable). ________________________________________________________________________________ Option B: [X] Individual Trustee(s) Signature /s/ Christina Edelbrock Signature /s/ Wayne Murray -------------------------------- ------------------------- Type Name Christina Edelbrock Type Name Wayne Murray Signature /x/ Xxxxxxx Xxxxxx Signature -------------------------------- ------------------------ Type Name Tim Pettit Type Name ------------------------
TRUSTEE OR CUSTODIAN. Option A: (o) Financial Organization as Trustee or Custodian Check One: ( ) Custodian, (o) Trustee without full trust powers, or ( ) Trustee with full trust powers Financial Organization INVESTORS BANK & TRUST -------------------------------------------------------- Signature XXXXXX XXXXX, AS AGENT FOR INVESTORS BANK & TRUST, TRUSTEE -------------------------------------------------------------------- Type name -------------------------------------------------------------------- COLLECTIVE OR COMMINGLED FUNDS List any collective or commingled funds maintained by the financial organization Trustee in which assets of the Plan may be invested (Complete if applicable). -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Option B: ( ) Individual Trustee(s) Signature: Signature --------------------------- -------------------------- Type Name Type Name --------------------------- -------------------------- Signature Signature --------------------------- -------------------------- Type Name Type Name --------------------------- -------------------------- -------------------------------------------------------------------------------- SECTION 21 RELIANCE -------------------------------------------------------------------------------- An employer who has ever maintained or who later adopts any plan (including a welfare benefit fund, as defined in Section 419(e) of the Code, which provides post-retirement medical benefits allocated to separate accounts for key employees, as defined in Section 419A(d)(3) of the Code, or an individual medical account, as defined in Section 415(1)(2) of the Code) in addition to this Plan (other than a paired standardized money purchase pensions plan using the same Basic Plan Decumbent as this Plan) may not rely on the opinion letter issued by the National Office of the Internal Revenue Service as evidence that this Plan is qualified under Section 401 of the Internal Revenue Code. If the Employer who adopts or maintains multiple plans wishes to obtain reliance that his or her plan(s) are qualified, application for a determination letter should be made to the appropriate Key District Director or Internal Revenue. The Employer may not rely on the opinion letter issued by the National Office of the Internal Revenue Service as evidence that this Plan is qualified under Section 401 of the Code unless the terms of the Plan, as herein a...
