401k Plan data: INDEPENDENT INSURANCE AGENTS OF WASHINGTON SAFE HARBOR 401(K) PLAN plan

INDEPENDENT INSURANCE AGENTS OF WASHINGTON SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan Name	INDEPENDENT INSURANCE AGENTS OF WASHINGTON SAFE HARBOR 401(K) PLAN
Plan identification number	001

INDEPENDENT INSURANCE AGENTS OF WASHINGTON SAFE HARBOR 401(K) 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

INDEPENDENT INSURANCE AGENTS OF WASHINGTON has sponsored the creation of one or more 401k plans.

Company Name: INDEPENDENT INSURANCE AGENTS OF WASHINGTON

Employer identification number (EIN): 916033271

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENT INSURANCE AGENTS OF WASHINGTON SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DAN HOLST 2015-08-10
001 2013-01-01 DAN HOLST 2014-08-18
001 2012-01-01 DANIEL HOLST 2013-10-14
001 2011-01-01 DANIEL HOLST 2012-09-05
001 2010-01-01 DAN HOLST 2011-08-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2014-01-01	DAN HOLST	2015-08-10
001	2013-01-01	DAN HOLST	2014-08-18
001	2012-01-01	DANIEL HOLST	2013-10-14
001	2011-01-01	DANIEL HOLST	2012-09-05
001	2010-01-01	DAN HOLST	2011-08-15

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Company Name:	INDEPENDENT INSURANCE AGENTS OF WASHINGTON
Employer identification number (EIN):	916033271
NAIC Classification:	524290