401k Plan data: CALVERT PEARSON INSURANCE GROUP 401(K) PROFIT SHARING PLAN plan

CALVERT PEARSON INSURANCE GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CALVERT PEARSON INSURANCE GROUP 401(K) PROFIT SHARING PLAN
Plan identification number	001

CALVERT PEARSON INSURANCE GROUP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CALVERT PEARSON INSURANCE GROUP has sponsored the creation of one or more 401k plans.

Company Name: CALVERT PEARSON INSURANCE GROUP

Employer identification number (EIN): 251732090

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALVERT PEARSON INSURANCE GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ROBERT MCNULTY 2024-08-26
001 2022-01-01 ROBERT MCNULTY 2023-10-02
001 2021-01-01 ALLISON BRECHER 2022-10-07
001 2020-01-01 ALLISON BRECHER 2021-10-08
001 2019-01-01 CHRISTINA OWEN 2020-09-14
001 2018-01-01 CHRISTINA OWEN 2019-06-25
001 2017-01-01 MELINDA LITTLEFIELD 2018-06-01 MELINDA LITTLEFIELD 2018-06-01
001 2016-01-01 MELINDA CALVERT 2017-04-27 MELINDA CALVERT 2017-04-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ROBERT MCNULTY	2024-08-26
001	2022-01-01	ROBERT MCNULTY	2023-10-02
001	2021-01-01	ALLISON BRECHER	2022-10-07
001	2020-01-01	ALLISON BRECHER	2021-10-08
001	2019-01-01	CHRISTINA OWEN	2020-09-14
001	2018-01-01	CHRISTINA OWEN	2019-06-25
001	2017-01-01	MELINDA LITTLEFIELD	2018-06-01	MELINDA LITTLEFIELD	2018-06-01
001	2016-01-01	MELINDA CALVERT	2017-04-27	MELINDA CALVERT	2017-04-27

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Company Name:	CALVERT PEARSON INSURANCE GROUP
Employer identification number (EIN):	251732090
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages