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LUCEY INSURANCE AGENCY 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameLUCEY INSURANCE AGENCY 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

LUCEY INSURANCE AGENCY 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

EDWIN C LUCEY INSURANCE AGENCY, INC has sponsored the creation of one or more 401k plans.

Company Name:EDWIN C LUCEY INSURANCE AGENCY, INC
Employer identification number (EIN):043157687
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUCEY INSURANCE AGENCY 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01SCOTT LUCEY2022-10-14 SCOTT LUCEY2022-10-14
0012020-01-01SCOTT LUCEY2021-10-14 SCOTT LUCEY2021-10-14
0012019-01-01SCOTT LUCEY2020-10-15 SCOTT LUCEY2020-10-15
0012018-01-01SCOTT LUCEY2019-10-11 SCOTT LUCEY2019-10-11
0012017-01-01SCOTT LUCEY2018-10-11 SCOTT LUCEY2018-10-11
0012016-01-01SCOTT LUCEY2017-10-12
0012015-01-01SCOTT LUCEY2016-10-12 SCOTT LUCEY2016-10-12
0012014-01-01SCOTT LUCEY2015-07-14 SCOTT LUCEY2015-07-14
0012013-01-01SCOTT LUCEY2014-10-01 SCOTT LUCEY2014-10-01
0012012-01-01SCOTT LUCEY2013-10-04
0012011-01-01SCOTT LUCEY2012-10-11 SCOTT LUCEY2012-10-11
0012010-01-01SCOTT LUCEY2011-10-13 EDWIN C. LUCEY INSURANCE AGENCY2011-10-13

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