401k Plan data: SHEPHERD INSURANCE AGENCY, INC. 401(K) PLAN plan

SHEPHERD INSURANCE AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan Name	SHEPHERD INSURANCE AGENCY, INC. 401(K) PLAN
Plan identification number	001

SHEPHERD INSURANCE 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.
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

SHEPHERD INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: SHEPHERD INSURANCE AGENCY, INC.

Employer identification number (EIN): 351413705

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEPHERD INSURANCE AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2010-01-01 JEFFREY A. KWEDER 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2010-01-01	JEFFREY A. KWEDER	2011-07-26

Potentially related plans

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Company Name:	SHEPHERD INSURANCE AGENCY, INC.
Employer identification number (EIN):	351413705
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages