401k Plan data: MSSB C/F THE DILLON AGENCY LLC 401K plan

MSSB C/F THE DILLON AGENCY LLC 401K 401k Plan overview

Plan Name	MSSB C/F THE DILLON AGENCY LLC 401K
Plan identification number	002

MSSB C/F THE DILLON AGENCY LLC 401K 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

THE DILLON AGENCY LLC has sponsored the creation of one or more 401k plans.

Company Name: THE DILLON AGENCY LLC

Employer identification number (EIN): 463889287

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about THE DILLON AGENCY LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 1871277

More information about THE DILLON AGENCY LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MSSB C/F THE DILLON AGENCY LLC 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 CARRIE B DILLON 2021-10-12
002 2019-01-01 CARRIE B DILLON 2020-09-17
002 2018-01-01 CARRIE B DILLON 2019-10-07 MICHAEL J DILLON 2019-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	CARRIE B DILLON	2021-10-12
002	2019-01-01	CARRIE B DILLON	2020-09-17
002	2018-01-01	CARRIE B DILLON	2019-10-07	MICHAEL J DILLON	2019-10-07

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Company Name:	THE DILLON AGENCY LLC
Employer identification number (EIN):	463889287
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	1871277