401k Plan data: JOE LIEDL INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN plan

JOE LIEDL INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOE LIEDL INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN
Plan identification number	001

JOE LIEDL INSURANCE AGENCY, INC. AGE-WEIGHTED 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
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

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

Company Name: JOE LIEDL INSURANCE AGENCY, INC.

Employer identification number (EIN): 412019227

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOE LIEDL INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JOE LIEDL 2016-06-17
001 2015-01-01 JOE LIEDL 2016-05-05
001 2014-01-01 JOE LIEDL 2015-06-17 JOE LIEDL 2015-06-17
001 2013-01-01 JOE LIEDL 2014-05-28 JOE LIEDL 2014-05-28
001 2012-01-01 JOSEPH LIEDL 2013-05-30 JOSEPH LIEDL 2013-05-30
001 2011-01-01 JOE LIEDL 2012-05-30 JOE LIEDL 2012-05-30
001 2010-01-01 JOSEPH LIEDL 2011-06-09 JOSEPH LIEDL 2011-06-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	JOE LIEDL	2016-06-17
001	2015-01-01	JOE LIEDL	2016-05-05
001	2014-01-01	JOE LIEDL	2015-06-17	JOE LIEDL	2015-06-17
001	2013-01-01	JOE LIEDL	2014-05-28	JOE LIEDL	2014-05-28
001	2012-01-01	JOSEPH LIEDL	2013-05-30	JOSEPH LIEDL	2013-05-30
001	2011-01-01	JOE LIEDL	2012-05-30	JOE LIEDL	2012-05-30
001	2010-01-01	JOSEPH LIEDL	2011-06-09	JOSEPH LIEDL	2011-06-09

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Company Name:	JOE LIEDL INSURANCE AGENCY, INC.
Employer identification number (EIN):	412019227
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages