401k Plan data: PAUL P. LALLY, JR. PROFIT SHARING PLAN plan

PAUL P. LALLY, JR. PROFIT SHARING PLAN 401k Plan overview

Plan Name	PAUL P. LALLY, JR. PROFIT SHARING PLAN
Plan identification number	001

PAUL P. LALLY, JR. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

PAUL P. LALLY, JR has sponsored the creation of one or more 401k plans.

Company Name: PAUL P. LALLY, JR

Employer identification number (EIN): 061286986

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL P. LALLY, JR. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 PAUL P LALLY JR 2019-06-12 PAUL P LALLY JR 2019-06-12
001 2017-01-01 PAUL P LALLY JR 2018-05-16 PAUL P LALLY JR 2018-05-16
001 2016-01-01 PAUL P LALLY JR 2017-05-12
001 2015-01-01 PAUL P LALLY JR 2016-06-16
001 2014-01-01 PAUL P LALLY JR 2015-06-19 PAUL P LALLY JR 2015-06-19
001 2013-01-01 PAUL P LALLY JR 2014-08-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	PAUL P LALLY JR	2019-06-12	PAUL P LALLY JR	2019-06-12
001	2017-01-01	PAUL P LALLY JR	2018-05-16	PAUL P LALLY JR	2018-05-16
001	2016-01-01	PAUL P LALLY JR	2017-05-12
001	2015-01-01	PAUL P LALLY JR	2016-06-16
001	2014-01-01	PAUL P LALLY JR	2015-06-19	PAUL P LALLY JR	2015-06-19
001	2013-01-01	PAUL P LALLY JR	2014-08-05

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Company Name:	PAUL P. LALLY, JR
Employer identification number (EIN):	061286986
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages