401k Plan data: JUDITH GLEASON INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN plan

JUDITH GLEASON INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 401k Plan overview

Plan Name	JUDITH GLEASON INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN
Plan identification number	001

JUDITH GLEASON INSURANCE AGENCY, INC. AGE-WEIGHTED 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.
Life insurance

401k Sponsoring company profile

JUDITH GLEASON INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: JUDITH GLEASON INSURANCE AGENCY, INC.

Employer identification number (EIN): 363623984

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JUDITH GLEASON INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JUDITH GLEASON 2024-09-23
001 2022-01-01 JUDITH GLEASON 2023-09-22
001 2021-05-01 JUDITH GLEASON 2022-11-14
001 2020-05-01 JUDITH GLEASON 2021-10-04
001 2019-05-01 JUDITH GLEASON 2020-11-20 JUDITH GLEASON 2020-11-20
001 2018-05-01 JUDITH GLEASON 2020-01-29 JUDITH GLEASON 2020-01-29
001 2017-05-01 JUDITH GLEASON 2019-02-06 JUDITH GLEASON 2019-02-06
001 2016-05-01 JUDITH GLEASON 2018-01-10
001 2015-05-01 JUDITH GLEASON 2016-11-08 JUDITH GLEASON 2016-11-08
001 2014-05-01 JUDITH GLEASON 2016-01-25 JUDITH GLEASON 2016-01-25
001 2013-05-01 JUDITH GLEASON 2015-01-15 JUDITH GLEASON 2015-01-15
001 2012-05-01 JUDITH GLEASON 2014-01-13 JUDITH GLEASON 2014-01-13
001 2011-05-01 JUDITH GLEASON 2013-01-09 JUDITH GLEASON 2013-01-09
001 2010-05-01 JUDITH GLEASON 2011-12-05 JUDITH GLEASON 2011-12-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JUDITH GLEASON	2024-09-23
001	2022-01-01	JUDITH GLEASON	2023-09-22
001	2021-05-01	JUDITH GLEASON	2022-11-14
001	2020-05-01	JUDITH GLEASON	2021-10-04
001	2019-05-01	JUDITH GLEASON	2020-11-20	JUDITH GLEASON	2020-11-20
001	2018-05-01	JUDITH GLEASON	2020-01-29	JUDITH GLEASON	2020-01-29
001	2017-05-01	JUDITH GLEASON	2019-02-06	JUDITH GLEASON	2019-02-06
001	2016-05-01	JUDITH GLEASON	2018-01-10
001	2015-05-01	JUDITH GLEASON	2016-11-08	JUDITH GLEASON	2016-11-08
001	2014-05-01	JUDITH GLEASON	2016-01-25	JUDITH GLEASON	2016-01-25
001	2013-05-01	JUDITH GLEASON	2015-01-15	JUDITH GLEASON	2015-01-15
001	2012-05-01	JUDITH GLEASON	2014-01-13	JUDITH GLEASON	2014-01-13
001	2011-05-01	JUDITH GLEASON	2013-01-09	JUDITH GLEASON	2013-01-09
001	2010-05-01	JUDITH GLEASON	2011-12-05	JUDITH GLEASON	2011-12-05

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Company Name:	JUDITH GLEASON INSURANCE AGENCY, INC.
Employer identification number (EIN):	363623984
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages