401k Plan data: WIESE AGENCY INC. 401(K) PLAN plan

WIESE AGENCY INC. 401(K) PLAN 401k Plan overview

Plan Name	WIESE AGENCY INC. 401(K) PLAN
Plan identification number	001

WIESE AGENCY 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.
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.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
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

WIESE AGENCY INC. has sponsored the creation of one or more 401k plans.

Company Name: WIESE AGENCY INC.

Employer identification number (EIN): 204053961

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WIESE AGENCY INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 LESLIE WIESE 2022-09-16 LESLIE WIESE 2022-09-16
001 2020-01-01 LESLIE WIESE 2021-07-07 LESLIE WIESE 2021-07-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	LESLIE WIESE	2022-09-16	LESLIE WIESE	2022-09-16
001	2020-01-01	LESLIE WIESE	2021-07-07	LESLIE WIESE	2021-07-07

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Company Name:	WIESE AGENCY INC.
Employer identification number (EIN):	204053961
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages