401k Plan data: KELLER-LEOPOLD INSURANCE, LLC 401(K) PLAN plan

KELLER-LEOPOLD INSURANCE, LLC 401(K) PLAN 401k Plan overview

Plan Name	KELLER-LEOPOLD INSURANCE, LLC 401(K) PLAN
Plan identification number	002

KELLER-LEOPOLD INSURANCE, LLC 401(K) 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.
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.
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

KELLER- LEOPOLD INSURANCE LLC has sponsored the creation of one or more 401k plans.

Company Name: KELLER- LEOPOLD INSURANCE LLC

Employer identification number (EIN): 463991851

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLER-LEOPOLD INSURANCE, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 DEBORAH DEAL 2022-05-25 DEBORAH DEAL 2022-05-25
002 2020-01-01 DEBORAH DEAL 2021-02-08 DEBORAH DEAL 2021-02-08
002 2019-01-01 DEBORAH DEAL 2020-04-14 DEBORAH DEAL 2020-04-14
002 2018-01-01 DOUGLAS KELLER 2019-02-21 DOUGLAS KELLER 2019-02-21
002 2017-01-01 DOUGLAS KELLER 2018-02-26 DOUGLAS KELLER 2018-02-26
002 2016-01-01 DOUGLAS KELLER 2017-02-28 DOUGLAS KELLER 2017-02-28
002 2015-01-01 DOUGLAS KELLER 2016-03-22 DOUGLAS KELLER 2016-03-22
002 2014-01-01 DOUGLAS KELLER 2015-03-31 DOUGLAS KELLER 2015-03-31
002 2013-01-01 DOUGLAS KELLER 2014-05-13 DOUGLAS KELLER 2014-05-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	DEBORAH DEAL	2022-05-25	DEBORAH DEAL	2022-05-25
002	2020-01-01	DEBORAH DEAL	2021-02-08	DEBORAH DEAL	2021-02-08
002	2019-01-01	DEBORAH DEAL	2020-04-14	DEBORAH DEAL	2020-04-14
002	2018-01-01	DOUGLAS KELLER	2019-02-21	DOUGLAS KELLER	2019-02-21
002	2017-01-01	DOUGLAS KELLER	2018-02-26	DOUGLAS KELLER	2018-02-26
002	2016-01-01	DOUGLAS KELLER	2017-02-28	DOUGLAS KELLER	2017-02-28
002	2015-01-01	DOUGLAS KELLER	2016-03-22	DOUGLAS KELLER	2016-03-22
002	2014-01-01	DOUGLAS KELLER	2015-03-31	DOUGLAS KELLER	2015-03-31
002	2013-01-01	DOUGLAS KELLER	2014-05-13	DOUGLAS KELLER	2014-05-13

Potentially related plans

KELLER-LEOPOLD INSURANCE, INC. 401(K) PLAN [EIN = 480941030]

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Company Name:	KELLER- LEOPOLD INSURANCE LLC
Employer identification number (EIN):	463991851
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages