401k Plan data: INSURANCE SERVICES UNLIMITED I 401 K PROFIT SHARING PLAN TRUST plan

INSURANCE SERVICES UNLIMITED I 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	INSURANCE SERVICES UNLIMITED I 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

INSURANCE SERVICES UNLIMITED I 401 K PROFIT SHARING PLAN TRUST 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.
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

INSURANCE SERVICES UNLIMITED I has sponsored the creation of one or more 401k plans.

Company Name: INSURANCE SERVICES UNLIMITED I

Employer identification number (EIN): 208357168

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSURANCE SERVICES UNLIMITED I 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 MEL WATERS 2020-12-12
001 2019-01-01 MEL WATERS 2020-06-09
001 2018-01-01 MEL WATERS 2019-06-20
001 2017-01-01 MEL H. WATERS 2018-07-20
001 2016-01-01 MEL H. WATERS 2017-06-15
001 2015-01-01 MEL H. WATERS 2016-07-13
001 2014-01-01 MEL WATERS 2015-07-15
001 2013-01-01 MEL WATERS 2014-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	MEL WATERS	2020-12-12
001	2019-01-01	MEL WATERS	2020-06-09
001	2018-01-01	MEL WATERS	2019-06-20
001	2017-01-01	MEL H. WATERS	2018-07-20
001	2016-01-01	MEL H. WATERS	2017-06-15
001	2015-01-01	MEL H. WATERS	2016-07-13
001	2014-01-01	MEL WATERS	2015-07-15
001	2013-01-01	MEL WATERS	2014-07-11

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Company Name:	INSURANCE SERVICES UNLIMITED I
Employer identification number (EIN):	208357168
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages