401k Plan data: JOSEPH A. MITCHELL INSURANCE SERVICES, INC. 401(K) PLAN plan

JOSEPH A. MITCHELL INSURANCE SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan Name	JOSEPH A. MITCHELL INSURANCE SERVICES, INC. 401(K) PLAN
Plan identification number	004

JOSEPH A. MITCHELL INSURANCE SERVICES, INC. 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.
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.
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

JOSEPH A. MITCHELL INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH A. MITCHELL INSURANCE SERVICES, INC.

Employer identification number (EIN): 954125184

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH A. MITCHELL INSURANCE SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 MARGARET M. WAHLRAB 2024-07-13
004 2022-02-01 MARGARET M. WAHLRAB 2023-10-16
004 2021-02-01 MARGARET M. WAHLRAB 2022-11-14
004 2020-02-01 MARGARET M. WAHLRAB 2021-09-16
004 2019-02-01 MARGARET M. WAHLRAB 2020-09-03
004 2018-02-01 MARGARET M. WAHLRAB 2019-08-06
004 2017-02-01 MARGARET M. WAHLRAB 2018-11-07
004 2016-02-01 MARGARET M. WAHLRAB 2017-08-24
004 2015-02-01 MARGARET M. WAHLRAB 2016-08-16
004 2014-02-01 MARGARET M. WAHLRAB 2015-08-19
004 2013-02-01 MARGARET M. WAHLRAB 2014-09-15
004 2012-02-01 MARGARET M. WAHLRAB 2013-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2023-01-01	MARGARET M. WAHLRAB	2024-07-13
004	2022-02-01	MARGARET M. WAHLRAB	2023-10-16
004	2021-02-01	MARGARET M. WAHLRAB	2022-11-14
004	2020-02-01	MARGARET M. WAHLRAB	2021-09-16
004	2019-02-01	MARGARET M. WAHLRAB	2020-09-03
004	2018-02-01	MARGARET M. WAHLRAB	2019-08-06
004	2017-02-01	MARGARET M. WAHLRAB	2018-11-07
004	2016-02-01	MARGARET M. WAHLRAB	2017-08-24
004	2015-02-01	MARGARET M. WAHLRAB	2016-08-16
004	2014-02-01	MARGARET M. WAHLRAB	2015-08-19
004	2013-02-01	MARGARET M. WAHLRAB	2014-09-15
004	2012-02-01	MARGARET M. WAHLRAB	2013-10-07

Potentially related plans

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:	JOSEPH A. MITCHELL INSURANCE SERVICES, INC.
Employer identification number (EIN):	954125184
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages