CHARLES W. TAPERT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

CHARLES W. TAPERT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Sponsoring company profile

Company Name:	CHARLES W. TAPERT INSURANCE AGENCY INC.
Employer identification number (EIN):	455295862
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JOANN MONTANEZ	2019-05-30
001	2017-01-01	JOANN MONTANEZ	2018-03-19

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• CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST [EIN = 953537951]
• CHARLES W. HANNA, DMD 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 570640573]
• CHARLES W. JANES, D.D.S., P.C. 401(K) PROFIT SHARING PLAN & TRUST [EIN = 431716175]
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• CHARLES W. BARGER & SON CONSTRUCTION CO.INC. 401(K) RETIREMENT SAVINGS PLAN [EIN = 540559401]
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• CHARLES W. STEINBACH, DDS 401(K) PROFIT SHARING PLAN [EIN = 391209099]
• CHARLES W. EVAN PROFIT SHARING PLAN [EIN = 756212567]
• CHARLES W. MCGAHEE, DDS, PA 401(K) RETIREMENT PLAN [EIN = 570824948]
• CHARLES W. PARRET PROFIT SHARING PLAN [EIN = 020671018]
• CHARLES W. BENTON COMPANY, INC. RETIREMENT PLAN [EIN = 042592071]
• CHARLES W. MONIAK M.D., INC. CASH BALANCE PLAN [EIN = 272792917]
• CHARLES W. KRANSTUBER, ATTORNEY PROFIT SHARING PLAN [EIN = 203276392]
• CHARLES W. LONG MONEY PURCHASE PENSION PLAN [EIN = 042601364]
• CHARLES W. MCCREARY AGE-WEIGHTED PROFIT SHARING PLAN [EIN = 770629739]
• CHARLES W. CROASDILL, DMD, PLLC 401K PLAN [EIN = 264470814]
• CHARLES W. DAVIS II, M.D., LLC 401(K) PROFIT SHARING PLAN [EIN = 270535346]
• CHARLES W. WARNER COMPANY PROFIT SHARING PLAN [EIN = 060952623]
• CHARLES W. MOULTHROP, DMD, P.C. 401K PLAN [EIN = 203185203]
• CHARLES W. DORMAN, D.D.S. A PROFESSIONAL CORPORATION PROFIT SHARING & 401K PLAN [EIN = 942380787]
• CHARLES W. PASCAL, D.D.S., A PROFESSIONAL CORPORA PROFIT SHARING PLAN [EIN = 942698710]
• CHARLES W. PERRY M.D. INC. 401(K) PLAN & TRUST [EIN = 205523209]
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• CHARLES W. RUPPEL & ASSOCIATES, PA 401(K) P/S PLAN [EIN = 593256981]
• CHARLES W. HARRILL O.D. PROFIT SHARING PLAN [EIN = 546154295]
• CHARLES W. MONDAY, JR., M.D., P.A. PROFIT SHARING PLAN AND TRUST [EIN = 741880075]
• CHARLES W. WEBB LAW OFFICE PROFIT SHARING PLAN [EIN = 591464869]
• CHARLES W. HOOVER, DDS, PA EMPLOYEES' PROFIT SHARING PLAN AND TRUST [EIN = 566148191]
• CHARLES W. RHODES, DDS PROFIT SHARING PLAN [EIN = 550658861]
• CHARLES W. MONTEITH, M.D., P.A. DBA A PERSONAL CHOICE 401(K) RETIREMENT PLAN [EIN = 462184431]
• CHARLES W. ORR & ASSOCIATES PROFIT SHARING 401(K) PLAN [EIN = 421498326]
• CHARLES W. DRAGA PROFIT SHARING PLAN [EIN = 341668378]
• CHARLES W. HOOVER, DDS, PA EMPLOYEES' PROFIT SHARING PLAN AND TRUST [EIN = 561014083]
• CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN [EIN = 462184431]
• CHARLES W. GIRKIN, INC. DEFINED BENEFIT PENSION PLAN [EIN = 760017982]
• CHARLES W. HOOVER, DDS, PA EMPLOYEES' PENSION PLAN AND TRUST [EIN = 566148191]
• CHARLES W. BECK, M.D., P.A. 401K PROFIT SHARING PLAN [EIN = 481157012]
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• CHARLES W. GRAYSON, DO PROFIT SHARING PLAN & TRUST [EIN = 593349189]
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• CHARLES W. RHODES, DDS PROFIT SHARING PLAN [EIN = 560658861]

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