DAVID S. LERER INSURANCE AGENCY, INC. 401(K) PLAN 401k Plan overview

DAVID S. LERER INSURANCE AGENCY, INC. 401(K) PLAN Benefits

401k Sponsoring company profile

Company Name:	DAVID S. LERER INSURANCE AGENCY, INC.
Employer identification number (EIN):	522249892
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	2015-01-01	DAVID LERER	2015-05-08	DAVID LERER	2015-05-08
001	2014-01-01	DAVID LERER	2015-02-05	DAVID LERER	2015-02-05
001	2013-01-01	DAVID LERER	2014-06-17	DAVID LERER	2014-06-17
001	2012-01-01	DAVID LERER	2013-07-11	DAVID LERER	2013-07-11
001	2011-01-01	DAVID LERER	2012-05-29	DAVID LERER	2012-05-29
001	2010-01-01	DAVID LERER	2011-07-12	DAVID LERER	2011-07-12

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• DAVID S. JARDENIL, PC CASH BALANCE PLAN [EIN = 352054517]

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