401k Plan data: J. S. WARD & SON, INC. 401(K) PROFIT SHARING PLAN plan

J. S. WARD & SON, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	J. S. WARD & SON, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

J. S. WARD & SON, INC. 401(K) PROFIT SHARING 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.
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

J. S. WARD & SON, INC. has sponsored the creation of one or more 401k plans.

Company Name: J. S. WARD & SON, INC.

Employer identification number (EIN): 850088604

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. S. WARD & SON, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 SARA SIMS 2024-07-01 SARA SIMS 2024-07-01
002 2022-01-01 SARA SIMS 2023-03-22 SARA SIMS 2023-03-22
002 2021-01-01 SARA SIMS 2022-04-04 SARA SIMS 2022-04-04
002 2020-01-01 SARA SIMS 2021-03-15 SARA SIMS 2021-03-15
002 2019-01-01 SARA W SIMS 2020-05-14 SARA W SIMS 2020-05-14
002 2018-01-01 SARA SIMS 2019-07-18 SARA SIMS 2019-07-18
002 2017-01-01 GARY SIMS 2018-07-11 GARY SIMS 2018-07-11
002 2016-01-01 GARY SIMS 2017-05-05 GARY SIMS 2017-05-05
002 2015-01-01 S GARY SIMS 2016-06-28 S GARY SIMS 2016-06-28
002 2014-01-01 S. GARY SIMS 2015-06-02 S. GARY SIMS 2015-06-02
002 2013-01-01 GARY SIMS 2014-04-17 GARY SIMS 2014-04-17
002 2012-01-01 GARY SIMS 2013-05-08 GARY SIMS 2013-05-08
002 2011-01-01 S. GARY SIMS 2012-05-21 S. GARY SIMS 2012-05-21
002 2010-01-01 S. GARY SIMS 2011-05-26 S. GARY SIMS 2011-05-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	SARA SIMS	2024-07-01	SARA SIMS	2024-07-01
002	2022-01-01	SARA SIMS	2023-03-22	SARA SIMS	2023-03-22
002	2021-01-01	SARA SIMS	2022-04-04	SARA SIMS	2022-04-04
002	2020-01-01	SARA SIMS	2021-03-15	SARA SIMS	2021-03-15
002	2019-01-01	SARA W SIMS	2020-05-14	SARA W SIMS	2020-05-14
002	2018-01-01	SARA SIMS	2019-07-18	SARA SIMS	2019-07-18
002	2017-01-01	GARY SIMS	2018-07-11	GARY SIMS	2018-07-11
002	2016-01-01	GARY SIMS	2017-05-05	GARY SIMS	2017-05-05
002	2015-01-01	S GARY SIMS	2016-06-28	S GARY SIMS	2016-06-28
002	2014-01-01	S. GARY SIMS	2015-06-02	S. GARY SIMS	2015-06-02
002	2013-01-01	GARY SIMS	2014-04-17	GARY SIMS	2014-04-17
002	2012-01-01	GARY SIMS	2013-05-08	GARY SIMS	2013-05-08
002	2011-01-01	S. GARY SIMS	2012-05-21	S. GARY SIMS	2012-05-21
002	2010-01-01	S. GARY SIMS	2011-05-26	S. GARY SIMS	2011-05-26

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Company Name:	J. S. WARD & SON, INC.
Employer identification number (EIN):	850088604
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages