Plan Name | INDEPENDENT INSURANCE AGENTS OF WISCONSIN MONEY PURCHASE PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | INDEPENDENT INSURANCE AGENTS OF WISCONSIN |
Employer identification number (EIN): | 390711474 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-09-01 | MATTHEW BANASZYNSKI | 2023-02-03 | ||
001 | 2020-09-01 | MATTHEW BANASZYNSKI | 2021-10-21 | MATTHEW BANASZYNSKI | 2021-10-21 |
001 | 2017-09-01 | MATTHEW BANASZYNSKI | 2018-12-21 | MATTHEW BANASZYNSKI | 2018-12-21 |
001 | 2016-09-01 | MATTHEW BANASZYNSKI | 2017-09-29 | ||
001 | 2013-09-01 | MATT BANASZYNSKI | 2014-09-30 | ||
001 | 2012-09-01 | MATT BANASZYNSKI | 2013-10-29 | ||
001 | 2011-09-01 | MATT BANASZYNSKI | 2012-09-19 | ||
001 | 2010-09-01 | MATT BANASZYNSKI | 2012-01-09 | ||
001 | 2007-09-01 | ROBERT JARTZ |
Measure | Date | Value |
---|---|---|
2007: INDEPENDENT INSURANCE AGENTS OF WISCONSIN MONEY PURCHASE PENSION PLAN 2007 401k membership | ||
Total participants, beginning-of-year | 2007-09-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-09-01 | 7 |
Number of retired or separated participants receiving benefits | 2007-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-09-01 | 1 |
Total of all active and inactive participants | 2007-09-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-09-01 | 0 |
Total participants | 2007-09-01 | 8 |
Number of participants with account balances | 2007-09-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-09-01 | 0 |
Measure | Date | Value |
---|---|---|
2008 : INDEPENDENT INSURANCE AGENTS OF WISCONSIN MONEY PURCHASE PENSION PLAN 2008 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2008-08-31 | $0 |
Minimum employer required contribution for this plan year | 2008-08-31 | $51,432 |
Amount contributed by the employer to the plan for this plan year | 2008-08-31 | $51,432 |
2007: INDEPENDENT INSURANCE AGENTS OF WISCONSIN MONEY PURCHASE PENSION PLAN 2007 form 5500 responses | ||
---|---|---|
2007-09-01 | Type of plan entity | Single employer plan |
2007-09-01 | Submission has been amended | No |
2007-09-01 | This submission is the final filing | No |
2007-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-09-01 | Plan is a collectively bargained plan | No |
2007-09-01 | Plan funding arrangement – Trust | Yes |
2007-09-01 | Plan benefit arrangement - Trust | Yes |