401k Plan data: FIDUCIARY INTERMEDIARY LTD 401 K PROFIT SHARING PLAN TRUST plan

FIDUCIARY INTERMEDIARY LTD 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	FIDUCIARY INTERMEDIARY LTD 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

FIDUCIARY INTERMEDIARY LTD 401 K PROFIT SHARING PLAN TRUST 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

FIDUCIARY INTERMEDIARY LTD has sponsored the creation of one or more 401k plans.

Company Name: FIDUCIARY INTERMEDIARY LTD

Employer identification number (EIN): 133513117

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about FIDUCIARY INTERMEDIARY LTD

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2189866

More information about FIDUCIARY INTERMEDIARY LTD

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIDUCIARY INTERMEDIARY LTD 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PHILIP A FINA 2023-09-23
001 2022-01-01 PHILIP A FINA 2023-04-28 PHILIP A FINA 2023-04-28
001 2021-01-01 PHILIP A FIA 2022-05-12
001 2020-01-01 PHILIP A FINA 2021-05-18 PHILIP A FINA 2021-05-18
001 2019-01-01 PHILIP A FINA 2020-05-08 PHILIP A FINA 2020-05-08
001 2018-01-01 PHILIP A FINA 2019-06-28 PHILIP A FINA 2019-06-28
001 2017-01-01 PHILIP A FINA 2018-05-30 PHILIP A FINA 2018-05-30
001 2016-01-01 PHILIP A FINA 2017-05-18
001 2015-01-01 PHILIP A FINA 2016-05-31
001 2014-01-01 PHILIP A FINA 2015-05-19
001 2013-01-01 PHILIP A FINA 2014-05-06
001 2012-01-01 FIDUCIARY INTERMEDIARY LTD 2013-05-28
001 2011-01-01 FIDUCIARY INTERMEDIARY LTD 2012-05-14
001 2010-01-01 FIDUCIARY INTERMEDIARY LTD 2011-05-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	PHILIP A FINA	2023-09-23
001	2022-01-01	PHILIP A FINA	2023-04-28	PHILIP A FINA	2023-04-28
001	2021-01-01	PHILIP A FIA	2022-05-12
001	2020-01-01	PHILIP A FINA	2021-05-18	PHILIP A FINA	2021-05-18
001	2019-01-01	PHILIP A FINA	2020-05-08	PHILIP A FINA	2020-05-08
001	2018-01-01	PHILIP A FINA	2019-06-28	PHILIP A FINA	2019-06-28
001	2017-01-01	PHILIP A FINA	2018-05-30	PHILIP A FINA	2018-05-30
001	2016-01-01	PHILIP A FINA	2017-05-18
001	2015-01-01	PHILIP A FINA	2016-05-31
001	2014-01-01	PHILIP A FINA	2015-05-19
001	2013-01-01	PHILIP A FINA	2014-05-06
001	2012-01-01	FIDUCIARY INTERMEDIARY LTD	2013-05-28
001	2011-01-01	FIDUCIARY INTERMEDIARY LTD	2012-05-14
001	2010-01-01	FIDUCIARY INTERMEDIARY LTD	2011-05-16

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Company Name:	FIDUCIARY INTERMEDIARY LTD
Employer identification number (EIN):	133513117
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2189866