401k Plan data: ROBERT V. SANDERSON 401(K) PLAN plan

ROBERT V. SANDERSON 401(K) PLAN 401k Plan overview

Plan Name	ROBERT V. SANDERSON 401(K) PLAN
Plan identification number	002

ROBERT V. SANDERSON 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

ROBERT V. SANDERSON has sponsored the creation of one or more 401k plans.

Company Name: ROBERT V. SANDERSON

Employer identification number (EIN): 840799942

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT V. SANDERSON 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 ROBERT SANDERSON 2021-09-30 ROBERT SANDERSON 2021-09-30
002 2020-01-01 ROBERT SANDERSON 2021-05-03
002 2019-01-01 ROBERT SANDERSON 2020-05-28
002 2018-01-01 ROBERT SANDERSON 2019-06-06
002 2017-01-01 ROBERT V. SANDERSON 2018-05-25 ROBERT V. SANDERSON 2018-05-25
002 2016-01-01 ROBERT V. SANDERSON 2017-06-13
002 2015-01-01 ROBERT V. SANDERSON 2016-06-03 ROBERT V. SANDERSON 2016-06-03
002 2014-01-01 ROBERT SANDERSON 2015-02-17 ROBERT SANDERSON 2015-02-17
002 2013-01-01 ROBERT SANDERSON 2014-06-14 ROBERT SANDERSON 2014-06-14
002 2012-01-01 ROBERT SANDERSON 2013-06-21 ROBERT SANDERSON 2013-06-21
002 2011-01-01 ROBERT SANDERSON 2012-05-31 ROBERT SANDERSON 2012-05-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	ROBERT SANDERSON	2021-09-30	ROBERT SANDERSON	2021-09-30
002	2020-01-01	ROBERT SANDERSON	2021-05-03
002	2019-01-01	ROBERT SANDERSON	2020-05-28
002	2018-01-01	ROBERT SANDERSON	2019-06-06
002	2017-01-01	ROBERT V. SANDERSON	2018-05-25	ROBERT V. SANDERSON	2018-05-25
002	2016-01-01	ROBERT V. SANDERSON	2017-06-13
002	2015-01-01	ROBERT V. SANDERSON	2016-06-03	ROBERT V. SANDERSON	2016-06-03
002	2014-01-01	ROBERT SANDERSON	2015-02-17	ROBERT SANDERSON	2015-02-17
002	2013-01-01	ROBERT SANDERSON	2014-06-14	ROBERT SANDERSON	2014-06-14
002	2012-01-01	ROBERT SANDERSON	2013-06-21	ROBERT SANDERSON	2013-06-21
002	2011-01-01	ROBERT SANDERSON	2012-05-31	ROBERT SANDERSON	2012-05-31

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Company Name:	ROBERT V. SANDERSON
Employer identification number (EIN):	840799942
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages