401k Plan data: WALSH DUFFIELD COMPANIES, INC. 401(K) RETIREMENT PLAN plan

WALSH DUFFIELD COMPANIES, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	WALSH DUFFIELD COMPANIES, INC. 401(K) RETIREMENT PLAN
Plan identification number	002

WALSH DUFFIELD COMPANIES, INC. 401(K) RETIREMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

WALSH DUFFIELD COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WALSH DUFFIELD COMPANIES, INC.

Employer identification number (EIN): 160413770

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALSH DUFFIELD COMPANIES, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 PATRICIA DEIBEL 2023-09-06 PATRICIA DEIBEL 2023-09-06
002 2021-01-01 PATRICIA DEIBEL 2022-09-30 PATRICIA DEIBEL 2022-09-30
002 2020-01-01 PATRICIA DEIBEL 2021-07-30 PATRICK LIDDELL 2021-08-02
002 2019-01-01 PATRICIA DEIBEL 2020-08-31 PATRICK LIDDELL 2020-08-31
002 2018-01-01 PATRICK LIDDELL 2019-09-04 PATRICIA DEIBEL 2019-08-30
002 2017-01-01 PATRICK LIDDELL 2018-10-05 PATRICIA DEIBEL 2018-10-05
002 2016-01-01 PATRICK LIDDELL 2017-09-29 PATRICIA DEIBEL 2017-09-29
002 2015-01-01 PATRICIA DEIBEL 2016-07-29 PATRICK LIDDELL 2016-07-29
002 2014-01-01 PATRICIA DEIBEL 2015-07-31 PATRICK LIDDELL 2015-07-31
002 2013-01-01 PATRICIA DEIBEL 2014-07-11 PATRICK LIDDELL 2014-07-11
002 2012-01-01 PATRICIA DEIBEL 2013-07-09 PATRICK LIDDELL 2013-07-09
002 2011-01-01 PATRICK LIDDELL 2012-08-17 PATRICK LIDDELL 2012-08-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	PATRICIA DEIBEL	2023-09-06	PATRICIA DEIBEL	2023-09-06
002	2021-01-01	PATRICIA DEIBEL	2022-09-30	PATRICIA DEIBEL	2022-09-30
002	2020-01-01	PATRICIA DEIBEL	2021-07-30	PATRICK LIDDELL	2021-08-02
002	2019-01-01	PATRICIA DEIBEL	2020-08-31	PATRICK LIDDELL	2020-08-31
002	2018-01-01	PATRICK LIDDELL	2019-09-04	PATRICIA DEIBEL	2019-08-30
002	2017-01-01	PATRICK LIDDELL	2018-10-05	PATRICIA DEIBEL	2018-10-05
002	2016-01-01	PATRICK LIDDELL	2017-09-29	PATRICIA DEIBEL	2017-09-29
002	2015-01-01	PATRICIA DEIBEL	2016-07-29	PATRICK LIDDELL	2016-07-29
002	2014-01-01	PATRICIA DEIBEL	2015-07-31	PATRICK LIDDELL	2015-07-31
002	2013-01-01	PATRICIA DEIBEL	2014-07-11	PATRICK LIDDELL	2014-07-11
002	2012-01-01	PATRICIA DEIBEL	2013-07-09	PATRICK LIDDELL	2013-07-09
002	2011-01-01	PATRICK LIDDELL	2012-08-17	PATRICK LIDDELL	2012-08-17

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Company Name:	WALSH DUFFIELD COMPANIES, INC.
Employer identification number (EIN):	160413770
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages