401k Plan data: CALLIS & ASSOCIATES, INC. PROFIT SHARING PLAN plan

CALLIS & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	CALLIS & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	001

CALLIS & ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

CALLIS & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CALLIS & ASSOCIATES, INC.

Employer identification number (EIN): 911005817

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about CALLIS & ASSOCIATES, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1977-10-21

Company Identification Number: 600258451

Legal Registered Office Address: 802 E 1ST ST SUITE 3

PORT ANGELES
United States of America (USA)
983623634

More information about CALLIS & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALLIS & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ANDREW S. CALLIS 2024-04-10
001 2022-01-01 ANDREW S. CALLIS 2023-05-05
001 2021-01-01 ANDREW S. CALLIS 2022-02-01
001 2020-01-01 ANDREW S. CALLIS 2021-09-13
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 ANDY CALLIS 2017-09-05
001 2015-02-01 ANDY CALLIS 2016-06-07
001 2014-02-01 ANDY CALLIS 2015-08-12
001 2013-02-01 ANDY CALLIS 2014-08-21
001 2012-02-01 ANDY CALLIS 2013-07-23
001 2011-02-01 STEPHEN L. CALLIS 2012-10-23
001 2010-02-01 STEPHEN L. CALLIS 2011-09-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ANDREW S. CALLIS	2024-04-10
001	2022-01-01	ANDREW S. CALLIS	2023-05-05
001	2021-01-01	ANDREW S. CALLIS	2022-02-01
001	2020-01-01	ANDREW S. CALLIS	2021-09-13
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	ANDY CALLIS	2017-09-05
001	2015-02-01	ANDY CALLIS	2016-06-07
001	2014-02-01	ANDY CALLIS	2015-08-12
001	2013-02-01	ANDY CALLIS	2014-08-21
001	2012-02-01	ANDY CALLIS	2013-07-23
001	2011-02-01	STEPHEN L. CALLIS	2012-10-23
001	2010-02-01	STEPHEN L. CALLIS	2011-09-06

Potentially related plans

CALLIS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN [EIN = 431469232]

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Company Name:	CALLIS & ASSOCIATES, INC.
Employer identification number (EIN):	911005817
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1977-10-21
Company Identification Number:	600258451
Legal Registered Office Address:	802 E 1ST ST SUITE 3 PORT ANGELES United States of America (USA) 983623634