401k Plan data: ROBERT MORITZ 401K PROFIT SHARING PLAN plan

ROBERT MORITZ 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT MORITZ 401K PROFIT SHARING PLAN
Plan identification number	001

ROBERT MORITZ 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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 MORITZ has sponsored the creation of one or more 401k plans.

Company Name: ROBERT MORITZ

Employer identification number (EIN): 201066025

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT MORITZ 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 ROBERT MORITZ 2018-09-05 ROBERT MORITZ 2018-09-05
001 2016-01-01 ROBERT MORITZ 2017-07-12 ROBERT MORITZ 2017-07-12
001 2015-01-01 ROBERT MORITZ 2016-10-07 ROBERT MORITZ 2016-10-07
001 2014-01-01 ROBERT MORITZ 2015-06-30 ROBERT MORITZ 2015-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	ROBERT MORITZ	2018-09-05	ROBERT MORITZ	2018-09-05
001	2016-01-01	ROBERT MORITZ	2017-07-12	ROBERT MORITZ	2017-07-12
001	2015-01-01	ROBERT MORITZ	2016-10-07	ROBERT MORITZ	2016-10-07
001	2014-01-01	ROBERT MORITZ	2015-06-30	ROBERT MORITZ	2015-06-30

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Company Name:	ROBERT MORITZ
Employer identification number (EIN):	201066025
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages