401k Plan data: THE VOZZA AGENCY 401K PLAN plan

THE VOZZA AGENCY 401K PLAN 401k Plan overview

Plan Name	THE VOZZA AGENCY 401K PLAN
Plan identification number	002

THE VOZZA AGENCY 401K 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.
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

JOSEPH L. VOZZA AGENCY, INC. T/A THE VOZZA AGENCY has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH L. VOZZA AGENCY, INC. T/A THE VOZZA AGENCY

Employer identification number (EIN): 221555990

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE VOZZA AGENCY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01 MICHELE MATULA 2016-05-10
002 2014-01-01 MICHELE MATULA 2015-06-24
002 2013-01-01 MICHELE MATULA 2014-05-28
002 2012-01-01 DAVID J. VOZZA 2013-04-19
002 2011-01-01 DAVID J. VOZZA 2012-08-28
002 2010-01-01 DAVID J. VOZZA 2011-04-13 DAVID J. VOZZA 2011-04-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01	MICHELE MATULA	2016-05-10
002	2014-01-01	MICHELE MATULA	2015-06-24
002	2013-01-01	MICHELE MATULA	2014-05-28
002	2012-01-01	DAVID J. VOZZA	2013-04-19
002	2011-01-01	DAVID J. VOZZA	2012-08-28
002	2010-01-01	DAVID J. VOZZA	2011-04-13	DAVID J. VOZZA	2011-04-13

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Company Name:	JOSEPH L. VOZZA AGENCY, INC. T/A THE VOZZA AGENCY
Employer identification number (EIN):	221555990
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages