401k Plan data: TOM W. JOACIM AGENCY RETIREMENT PLAN plan

TOM W. JOACIM AGENCY RETIREMENT PLAN 401k Plan overview

Plan Name	TOM W. JOACIM AGENCY RETIREMENT PLAN
Plan identification number	001

TOM W. JOACIM AGENCY RETIREMENT PLAN 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

TOM W. JOACIM, AGENT has sponsored the creation of one or more 401k plans.

Company Name: TOM W. JOACIM, AGENT

Employer identification number (EIN): 742066825

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOM W. JOACIM AGENCY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TOM W. JOACIM 2023-10-16 TOM W. JOACIM 2023-10-16
001 2021-01-01 TOM W, JOACIM 2022-10-11
001 2020-01-01 TOM JOACIM 2021-07-01 TOM JOACIM 2021-07-01
001 2019-01-01 TOM JOACIM 2020-07-28 TOM JOACIM 2020-07-28
001 2018-01-01 TOM W JOACIM 2019-09-03
001 2017-01-01 TOM W JOACIM 2018-08-28
001 2016-01-01 THOMAS JOACIM 2017-10-11
001 2015-01-01 THOMAS JOACIM 2016-08-29
001 2014-01-01 TOM W.JOACIM 2015-10-08 TOM W. JOACIM 2015-10-08
001 2013-01-01 TOM W. JOACIM 2014-10-13 TOM W. JOACIM 2014-10-13
001 2012-01-01 TOM JOACIM 2013-10-28
001 2011-01-01 THOMAS W JOACIM 2012-10-15 THOMAS W JOACIM 2012-10-15
001 2009-01-01 THOMAS JOACIM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TOM W. JOACIM	2023-10-16	TOM W. JOACIM	2023-10-16
001	2021-01-01	TOM W, JOACIM	2022-10-11
001	2020-01-01	TOM JOACIM	2021-07-01	TOM JOACIM	2021-07-01
001	2019-01-01	TOM JOACIM	2020-07-28	TOM JOACIM	2020-07-28
001	2018-01-01	TOM W JOACIM	2019-09-03
001	2017-01-01	TOM W JOACIM	2018-08-28
001	2016-01-01	THOMAS JOACIM	2017-10-11
001	2015-01-01	THOMAS JOACIM	2016-08-29
001	2014-01-01	TOM W.JOACIM	2015-10-08	TOM W. JOACIM	2015-10-08
001	2013-01-01	TOM W. JOACIM	2014-10-13	TOM W. JOACIM	2014-10-13
001	2012-01-01	TOM JOACIM	2013-10-28
001	2011-01-01	THOMAS W JOACIM	2012-10-15	THOMAS W JOACIM	2012-10-15
001	2009-01-01	THOMAS JOACIM

Plan Statistics for TOM W. JOACIM AGENCY RETIREMENT PLAN

401k plan membership statisitcs for TOM W. JOACIM AGENCY RETIREMENT PLAN

Measure Date Value
2009: TOM W. JOACIM AGENCY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1

Measure	Date	Value
2009: TOM W. JOACIM AGENCY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1

Form 5500 Responses for TOM W. JOACIM AGENCY RETIREMENT PLAN

2009: TOM W. JOACIM AGENCY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

TOM W. WEST, D.M.D., P. C. 401(K) PLAN [EIN = 631072111]

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Company Name:	TOM W. JOACIM, AGENT
Employer identification number (EIN):	742066825
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages