401k Plan data: STEVEN WILLSON INSURANCE RETIREMENT PLAN plan

STEVEN WILLSON INSURANCE RETIREMENT PLAN 401k Plan overview

Plan Name	STEVEN WILLSON INSURANCE RETIREMENT PLAN
Plan identification number	001

STEVEN WILLSON INSURANCE RETIREMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

STEVEN WILLSON INSURANCE ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEVEN WILLSON INSURANCE ADVISORS, INC.

Employer identification number (EIN): 901043022

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about STEVEN WILLSON INSURANCE ADVISORS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2014-03-14

Company Identification Number: 0801953042

Legal Registered Office Address: 4915 LAMONTE LN

HOUSTON
United States of America (USA)
77092

More information about STEVEN WILLSON INSURANCE ADVISORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN WILLSON INSURANCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 STEVEN WILLSON 2020-10-15
001 2018-01-01 STEVEN WILLSON 2019-10-15
001 2017-01-01 STEVEN WILLSON 2018-10-12
001 2016-01-01 STEVEN WILLSON 2017-10-13
001 2015-01-01 STEVEN WILLSON 2016-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	STEVEN WILLSON	2020-10-15
001	2018-01-01	STEVEN WILLSON	2019-10-15
001	2017-01-01	STEVEN WILLSON	2018-10-12
001	2016-01-01	STEVEN WILLSON	2017-10-13
001	2015-01-01	STEVEN WILLSON	2016-10-17

Potentially related plans

STEVEN WILLSON INSURANCE RETIREMENT PLAN [EIN = 421672821]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	STEVEN WILLSON INSURANCE ADVISORS, INC.
Employer identification number (EIN):	901043022
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2014-03-14
Company Identification Number:	0801953042
Legal Registered Office Address:	4915 LAMONTE LN HOUSTON United States of America (USA) 77092