401k Plan data: DAVID LARSON FIN & INS SVCS, INC. 401(K) P/S PLAN plan

DAVID LARSON FIN & INS SVCS, INC. 401(K) P/S PLAN 401k Plan overview

Plan Name	DAVID LARSON FIN & INS SVCS, INC. 401(K) P/S PLAN
Plan identification number	001

DAVID LARSON FIN & INS SVCS, INC. 401(K) P/S 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVID LARSON FINANCIAL & INSURANCE SERVICES INC. has sponsored the creation of one or more 401k plans.

Company Name: DAVID LARSON FINANCIAL & INSURANCE SERVICES INC.

Employer identification number (EIN): 271636703

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID LARSON FIN & INS SVCS, INC. 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAVID A LARSON 2024-06-26
001 2022-01-01 DAVID LARSON 2023-03-21
001 2022-01-01 DAVID LARSON 2023-04-17
001 2021-01-01 DAVID LARSON 2022-06-22
001 2020-01-01 DAVID LARSON 2021-03-30
001 2019-01-01 DAVID LARSON 2020-05-08
001 2018-01-01 DAVID LARSON 2019-04-29
001 2017-01-01 DAVID LARSON 2018-05-11
001 2016-01-01 DAVID LARSON 2017-05-02
001 2015-01-01 DAVID LARSON 2016-07-27
001 2014-01-01 DAVID LARSON 2015-10-01
001 2013-01-01 DAVE LARSON 2014-08-11
001 2012-01-01 DAVID LARSON 2013-10-08
001 2011-01-01 JANE SHEPERSKY 2012-05-24
001 2010-01-01 JANE SHEPERSKY 2011-02-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	DAVID A LARSON	2024-06-26
001	2022-01-01	DAVID LARSON	2023-03-21
001	2022-01-01	DAVID LARSON	2023-04-17
001	2021-01-01	DAVID LARSON	2022-06-22
001	2020-01-01	DAVID LARSON	2021-03-30
001	2019-01-01	DAVID LARSON	2020-05-08
001	2018-01-01	DAVID LARSON	2019-04-29
001	2017-01-01	DAVID LARSON	2018-05-11
001	2016-01-01	DAVID LARSON	2017-05-02
001	2015-01-01	DAVID LARSON	2016-07-27
001	2014-01-01	DAVID LARSON	2015-10-01
001	2013-01-01	DAVE LARSON	2014-08-11
001	2012-01-01	DAVID LARSON	2013-10-08
001	2011-01-01	JANE SHEPERSKY	2012-05-24
001	2010-01-01	JANE SHEPERSKY	2011-02-17

Potentially related plans

DAVID LARSON CONSTRUCTION COMPANY PROFIT SHARING PLAN [EIN = 470803316]

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Company Name:	DAVID LARSON FINANCIAL & INSURANCE SERVICES INC.
Employer identification number (EIN):	271636703
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages