401k Plan data: ROBERT T.KIRKWOOD, INC. EMPLOYEES PROFIT SHARING PLAN plan

ROBERT T.KIRKWOOD, INC. EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT T.KIRKWOOD, INC. EMPLOYEES PROFIT SHARING PLAN
Plan identification number	002

ROBERT T.KIRKWOOD, INC. EMPLOYEES PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

ROBERT T. KIRKWOOD, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT T. KIRKWOOD, INC.

Employer identification number (EIN): 131889867

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about ROBERT T. KIRKWOOD, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1957-08-29

Company Identification Number: 167146

Legal Registered Office Address: 91 WASHINGTON AVE
New York
PLEASANTVILLE
United States of America (USA)
10570

More information about ROBERT T. KIRKWOOD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT T.KIRKWOOD, INC. EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 RONALD KIRKWOOD 2024-05-21 RONALD KIRKWOOD 2024-05-21
002 2022-01-01 RONALD KIRKWOOD 2023-03-30 RONALD KIRKWOOD 2023-03-30
002 2021-01-01 RONALD KIRKWOOD 2022-06-02 RONALD KIRKWOOD 2022-06-02
002 2020-01-01 RONALD KIRKWOOD 2021-05-12 RONALD KIRKWOOD 2021-05-12
002 2019-01-01 RONALD KIRKWOOD 2020-05-04 RONALD KIRKWOOD 2020-05-04
002 2018-01-01 RONALD KIRKWOOD 2019-04-25 RONALD KIRKWOOD 2019-04-25
002 2017-01-01 RONALD KIRKWOOD 2018-05-07 RONALD KIRKWOOD 2018-05-07
002 2016-01-01 RONALD KIRKWOOD 2017-06-21 RONALD KIRKWOOD 2017-06-21
002 2015-01-01 RONALD KIRKWOOD 2016-07-08 RONALD KIRKWOOD 2016-07-08
002 2014-01-01 RONALD KIRKWOOD 2015-06-25 RONALD KIRKWOOD 2015-06-25
002 2013-01-01 RONALD KIRKWOOD 2014-05-29 RONALD KIRKWOOD 2014-05-29
002 2012-01-01 RONALD KIRKWOOD 2013-07-12 RONALD KIRKWOOD 2013-07-12
002 2011-01-01 RONALD KIRKWOOD 2012-06-19 RONALD KIRKWOOD 2012-06-19
002 2010-01-01 RONALD W KIRKWOOD 2011-02-24 RONALD W KIRKWOOD 2011-02-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	RONALD KIRKWOOD	2024-05-21	RONALD KIRKWOOD	2024-05-21
002	2022-01-01	RONALD KIRKWOOD	2023-03-30	RONALD KIRKWOOD	2023-03-30
002	2021-01-01	RONALD KIRKWOOD	2022-06-02	RONALD KIRKWOOD	2022-06-02
002	2020-01-01	RONALD KIRKWOOD	2021-05-12	RONALD KIRKWOOD	2021-05-12
002	2019-01-01	RONALD KIRKWOOD	2020-05-04	RONALD KIRKWOOD	2020-05-04
002	2018-01-01	RONALD KIRKWOOD	2019-04-25	RONALD KIRKWOOD	2019-04-25
002	2017-01-01	RONALD KIRKWOOD	2018-05-07	RONALD KIRKWOOD	2018-05-07
002	2016-01-01	RONALD KIRKWOOD	2017-06-21	RONALD KIRKWOOD	2017-06-21
002	2015-01-01	RONALD KIRKWOOD	2016-07-08	RONALD KIRKWOOD	2016-07-08
002	2014-01-01	RONALD KIRKWOOD	2015-06-25	RONALD KIRKWOOD	2015-06-25
002	2013-01-01	RONALD KIRKWOOD	2014-05-29	RONALD KIRKWOOD	2014-05-29
002	2012-01-01	RONALD KIRKWOOD	2013-07-12	RONALD KIRKWOOD	2013-07-12
002	2011-01-01	RONALD KIRKWOOD	2012-06-19	RONALD KIRKWOOD	2012-06-19
002	2010-01-01	RONALD W KIRKWOOD	2011-02-24	RONALD W KIRKWOOD	2011-02-24

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Company Name:	ROBERT T. KIRKWOOD, INC.
Employer identification number (EIN):	131889867
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1957-08-29
Company Identification Number:	167146
Legal Registered Office Address:	91 WASHINGTON AVE New York PLEASANTVILLE United States of America (USA) 10570