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JAMES R. WORRELL, INC. GENERAL AGENCY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES R. WORRELL, INC. GENERAL AGENCY 401(K) PROFIT SHARING PLAN
Plan identification number 001

JAMES R. WORRELL, INC. GENERAL AGENCY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JAMES R. WORRELL, INC. GENERAL AGENCY has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. WORRELL, INC. GENERAL AGENCY
Employer identification number (EIN):570743546
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R. WORRELL, INC. GENERAL AGENCY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KIM PHAM2024-05-21
0012022-01-01KIM PHAM2023-07-06
0012021-01-01KIM PHAM2022-07-29
0012020-01-01KIM PHAM2021-10-05
0012020-01-01KIM PHAM2021-11-16
0012019-01-01KIM PHAM2020-10-06
0012018-01-01KIM PHAM2019-09-30
0012017-01-01KIM PHAM2018-07-30
0012016-01-01KIM PHAM2017-07-06 KIM PHAM2017-07-06
0012015-01-01KIM PHAM2016-04-27 KIM PHAM2016-04-27
0012014-01-01KIM PHAM2015-10-12 KIM PHAM2015-10-12
0012013-01-01KRISTEN PROCTOR2014-10-13 KRISTEN PROCTOR2014-10-13
0012012-01-01KRISTEN PROCTOR2013-09-03
0012011-01-01JAMES WORRELL2012-07-18
0012010-01-01JAMES WORRELL2011-04-27

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