401k Plan data: MATTHEW CERIZO AGENCY 401(K) PLAN plan

MATTHEW CERIZO AGENCY 401(K) PLAN 401k Plan overview

Plan Name	MATTHEW CERIZO AGENCY 401(K) PLAN
Plan identification number	001

MATTHEW CERIZO AGENCY 401(K) 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.
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.
Plan covering Self-Employed individuals.
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

MATTHEW CERIZO AGENCY has sponsored the creation of one or more 401k plans.

Company Name: MATTHEW CERIZO AGENCY

Employer identification number (EIN): 113673501

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATTHEW CERIZO AGENCY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MATTHEW CERIZO 2024-10-10
001 2022-01-01 MATTHEW CERIZO 2023-09-29
001 2022-01-01 MATTHEW CERIZO 2024-02-28
001 2021-01-01 MATTHEW CERIZO 2022-10-05
001 2020-01-01 MATTHEW CERIZO 2021-10-07
001 2019-01-01 MATTHEW CERIZO 2020-10-13
001 2018-01-01 MATTHEW CERIZO 2019-10-03
001 2017-01-01 MATTHEW CERIZO 2018-10-12
001 2016-01-01 MATTHEW CERIZO 2017-10-11
001 2015-01-01 MATTHEW CERIZO 2016-10-04
001 2014-01-01 MATTHEW CERIZO 2015-10-12
001 2013-01-01 MATTHEW CERIZO 2015-02-09
001 2012-01-01 MATTHEW CERIZO 2013-10-08
001 2011-01-01 MATTHEW CERIZO 2012-10-03
001 2010-01-01 MATTHEW CERIZO 2011-11-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MATTHEW CERIZO	2024-10-10
001	2022-01-01	MATTHEW CERIZO	2023-09-29
001	2022-01-01	MATTHEW CERIZO	2024-02-28
001	2021-01-01	MATTHEW CERIZO	2022-10-05
001	2020-01-01	MATTHEW CERIZO	2021-10-07
001	2019-01-01	MATTHEW CERIZO	2020-10-13
001	2018-01-01	MATTHEW CERIZO	2019-10-03
001	2017-01-01	MATTHEW CERIZO	2018-10-12
001	2016-01-01	MATTHEW CERIZO	2017-10-11
001	2015-01-01	MATTHEW CERIZO	2016-10-04
001	2014-01-01	MATTHEW CERIZO	2015-10-12
001	2013-01-01	MATTHEW CERIZO	2015-02-09
001	2012-01-01	MATTHEW CERIZO	2013-10-08
001	2011-01-01	MATTHEW CERIZO	2012-10-03
001	2010-01-01	MATTHEW CERIZO	2011-11-21

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Company Name:	MATTHEW CERIZO AGENCY
Employer identification number (EIN):	113673501
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages