401k Plan data: TED BURKHARDT INSURANCE AGENCY INC. plan

TED BURKHARDT INSURANCE AGENCY INC. 401k Plan overview

Plan Name	TED BURKHARDT INSURANCE AGENCY INC.
Plan identification number	001

TED BURKHARDT INSURANCE AGENCY INC. 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

TED BURKHARDT INS. AGENCY INC. has sponsored the creation of one or more 401k plans.

Company Name: TED BURKHARDT INS. AGENCY INC.

Employer identification number (EIN): 582120641

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TED BURKHARDT INSURANCE AGENCY INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 TED BURKHARDT 2012-02-22 TED BURKHARDT 2012-02-22
001 2011-01-01 TED BURKHARDT 2012-08-09 TED BURKHARDT 2012-08-09
001 2010-01-01 TED BURKHARDT 2011-06-24 TED BURKHARDT 2011-06-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	TED BURKHARDT	2012-02-22	TED BURKHARDT	2012-02-22
001	2011-01-01	TED BURKHARDT	2012-08-09	TED BURKHARDT	2012-08-09
001	2010-01-01	TED BURKHARDT	2011-06-24	TED BURKHARDT	2011-06-24

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Company Name:	TED BURKHARDT INS. AGENCY INC.
Employer identification number (EIN):	582120641
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages