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ITEN INSURANCE AGENCY PROFIT SHARING PLAN 401k Plan overview

Plan NameITEN INSURANCE AGENCY PROFIT SHARING PLAN
Plan identification number 001

ITEN INSURANCE AGENCY 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.
  • Plan covering Self-Employed individuals.
  • 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

ITEN INSURANCE AGENCY has sponsored the creation of one or more 401k plans.

Company Name:ITEN INSURANCE AGENCY
Employer identification number (EIN):272873286
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ITEN INSURANCE AGENCY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LOUIS ITEN2024-10-15
0012022-01-01LOUIS ITEN2023-03-22
0012021-01-01LOUIS ITEN2022-04-08
0012020-01-01LOUIS ITEN2021-04-08
0012019-01-01LOUIS ITEN2020-04-30
0012018-01-01LOUIS ITEN2019-04-01
0012017-01-01LOUIS ITEN2018-07-10 LOUIS ITEN2018-07-10
0012016-01-01LOUIS ITEN2017-07-27
0012016-01-01LOUIS ITEN2017-01-04 LOUIS J ITEN2017-01-04
0012015-01-01LOUIS ITEN2016-06-20
0012014-01-01LOUIS ITEN2015-05-27 LOUIS ITEN2015-05-27
0012013-01-01LOUIS ITEN2014-03-19 LOUIS ITEN2014-03-19
0012012-01-01LOUIS ITEN2013-09-10 LOUIS ITEN2013-09-10
0012011-01-01LOUIS ITEN2012-06-14
0012010-01-01LOUIS ITEN2011-07-13

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