HOLDEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview
| Plan Name | HOLDEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 004 |
HOLDEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING 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.
- Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
- Participant-directed brokerage accounts provided as an investment option under the plan.
- 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)).
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401k Sponsoring company profile
HOLDEN INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Additional information about HOLDEN INSURANCE AGENCY, INC.
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 2005-02-18 |
| Company Identification Number: | 0632414 |
| Legal Registered Office Address: |
605 SO MAIN STREET
PO BOX 1147
CULPEPER
United States of America (USA)
22701
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More information about HOLDEN INSURANCE AGENCY, INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan HOLDEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 004 | 2022-01-01 | JESSICA METERAUD | 2023-06-22 | JESSICA METERAUD | 2023-06-22 |
| 004 | 2021-01-01 | JESSICA METERAUD | 2022-07-20 | JESSICA METERAUD | 2022-07-20 |
| 004 | 2020-01-01 | JESSICA METERAUD | 2021-06-28 | JESSICA METERAUD | 2021-06-28 |
| 004 | 2019-01-01 | JESSICA METERAUD | 2020-08-05 | JESSICA METERAUD | 2020-08-05 |
| 004 | 2018-01-01 | JESSA METERAUD | 2019-07-18 | JESSA METERAUD | 2019-07-18 |
| 004 | 2017-01-01 | JESSA METERAUD | 2018-07-19 | | |
| 004 | 2016-01-01 | JESSA METERAUD | 2017-10-16 | | |
| 004 | 2016-01-01 | JESSA METERAUD | 2018-07-19 | | |
| 004 | 2015-01-01 | BONNIE OLSON | 2016-08-01 | | |
| 004 | 2014-01-01 | BONNIE OLSON | 2016-08-15 | | |
| 004 | 2014-01-01 | BONNIE OLSON | 2015-07-31 | | |
| 004 | 2013-01-01 | BONNIE OLSON | 2016-08-15 | | |
| 004 | 2012-01-01 | BONNIE OLSON | 2013-07-09 | | |
| 004 | 2011-01-01 | BONNIE OLSON | 2012-10-15 | | |
| 004 | 2010-01-01 | BONNIE ANDERSEN | 2011-10-17 | | |
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