401k Plan data: JAMES E. MOORE INSURANCE AGENCY, INC. 401(K) PLAN plan

JAMES E. MOORE INSURANCE AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan Name	JAMES E. MOORE INSURANCE AGENCY, INC. 401(K) PLAN
Plan identification number	005

JAMES E. MOORE INSURANCE AGENCY, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JAMES E. MOORE INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: JAMES E. MOORE INSURANCE AGENCY, INC.

Employer identification number (EIN): 561384447

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E. MOORE INSURANCE AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2023-01-01 ADRIENNE MOORE 2024-04-15 ADRIENNE MOORE 2024-04-15
005 2022-01-01 ADRIENNE MOORE 2023-02-17 ADRIENNE MOORE 2023-02-17
005 2021-01-01 JAMES MOORE 2022-04-05 JAMES MOORE 2022-04-05
005 2020-01-01 JAMES MOORE 2021-02-17 JAMES MOORE 2021-02-17
005 2019-01-01 JAMES E. MOORE 2020-06-05
005 2018-01-01 JAMES E. MOORE 2019-03-12
005 2017-01-01 JAMES E. MOORE 2018-05-24
005 2016-01-01 JAMES E. MOORE 2017-07-14
005 2015-01-01 JAMES E. MOORE 2016-08-11
005 2014-01-01 JAMES E. MOORE 2015-10-02
005 2013-01-01 JAMES E. MOORE 2014-10-14
005 2012-01-01 JAMES E. MOORE 2013-05-24
005 2011-01-01 JAMES MOORE JR 2012-07-18
005 2010-01-01 JAMES MOORE JR 2011-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2023-01-01	ADRIENNE MOORE	2024-04-15	ADRIENNE MOORE	2024-04-15
005	2022-01-01	ADRIENNE MOORE	2023-02-17	ADRIENNE MOORE	2023-02-17
005	2021-01-01	JAMES MOORE	2022-04-05	JAMES MOORE	2022-04-05
005	2020-01-01	JAMES MOORE	2021-02-17	JAMES MOORE	2021-02-17
005	2019-01-01	JAMES E. MOORE	2020-06-05
005	2018-01-01	JAMES E. MOORE	2019-03-12
005	2017-01-01	JAMES E. MOORE	2018-05-24
005	2016-01-01	JAMES E. MOORE	2017-07-14
005	2015-01-01	JAMES E. MOORE	2016-08-11
005	2014-01-01	JAMES E. MOORE	2015-10-02
005	2013-01-01	JAMES E. MOORE	2014-10-14
005	2012-01-01	JAMES E. MOORE	2013-05-24
005	2011-01-01	JAMES MOORE JR	2012-07-18
005	2010-01-01	JAMES MOORE JR	2011-07-14

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Company Name:	JAMES E. MOORE INSURANCE AGENCY, INC.
Employer identification number (EIN):	561384447
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages