401k Plan data: SAUNDERS & COMPANY INCOME PRESERVATION PLAN plan

SAUNDERS & COMPANY INCOME PRESERVATION PLAN 401k Plan overview

Plan Name	SAUNDERS & COMPANY INCOME PRESERVATION PLAN
Plan identification number	002

SAUNDERS & COMPANY INCOME PRESERVATION 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.
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

SAUNDERS & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: SAUNDERS & COMPANY, INC.

Employer identification number (EIN): 591911903

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about SAUNDERS & COMPANY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1979-07-01

Company Identification Number: 626070

Legal Registered Office Address: 501 RIVERSIDE AVE STE 600

JACKSONVILLE

32202

More information about SAUNDERS & COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAUNDERS & COMPANY INCOME PRESERVATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KENN ALLEN 2024-10-16
002 2022-01-01 KENN ALLEN 2023-10-11
002 2021-01-01 KENN ALLEN 2022-09-30
002 2020-01-01 CATHERINE SCHMANDT 2021-04-13
002 2019-01-01 CATHERINE SCHMANDT 2020-03-12
002 2018-01-01 CATHERINE SCHMANDT 2019-03-14 CATHERINE SCHMANDT 2019-03-14
002 2017-01-01 CATHERINE SCHMANDT 2018-02-28 CATHERINE SCHMANDT 2018-02-28
002 2016-01-01 CATHERINE SCHMANDT 2017-03-07 CATHERINE SCHMANDT 2017-03-07
002 2015-01-01 CATHERINE SCHMANDT 2016-03-15 CATHERINE SCHMANDT 2016-03-15
002 2014-01-01 CATHERINE SCHMANDT 2015-02-26 CATHERINE SCHMANDT 2015-02-26
002 2013-01-01 CATHERINE SCHMANDT 2014-03-03 CATHERINE SCHMANDT 2014-03-03
002 2012-01-01 CATHERINE SCHMANDT 2013-02-14 CATHERINE SCHMANDT 2013-02-14
002 2011-01-01 CATHERINE SCHMANDT 2012-04-24 CATHERINE SCHMANDT 2012-04-24
002 2010-01-01 CATHERINE SCHMANDT 2011-02-09 CATHERINE SCHMANDT 2011-02-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	KENN ALLEN	2024-10-16
002	2022-01-01	KENN ALLEN	2023-10-11
002	2021-01-01	KENN ALLEN	2022-09-30
002	2020-01-01	CATHERINE SCHMANDT	2021-04-13
002	2019-01-01	CATHERINE SCHMANDT	2020-03-12
002	2018-01-01	CATHERINE SCHMANDT	2019-03-14	CATHERINE SCHMANDT	2019-03-14
002	2017-01-01	CATHERINE SCHMANDT	2018-02-28	CATHERINE SCHMANDT	2018-02-28
002	2016-01-01	CATHERINE SCHMANDT	2017-03-07	CATHERINE SCHMANDT	2017-03-07
002	2015-01-01	CATHERINE SCHMANDT	2016-03-15	CATHERINE SCHMANDT	2016-03-15
002	2014-01-01	CATHERINE SCHMANDT	2015-02-26	CATHERINE SCHMANDT	2015-02-26
002	2013-01-01	CATHERINE SCHMANDT	2014-03-03	CATHERINE SCHMANDT	2014-03-03
002	2012-01-01	CATHERINE SCHMANDT	2013-02-14	CATHERINE SCHMANDT	2013-02-14
002	2011-01-01	CATHERINE SCHMANDT	2012-04-24	CATHERINE SCHMANDT	2012-04-24
002	2010-01-01	CATHERINE SCHMANDT	2011-02-09	CATHERINE SCHMANDT	2011-02-09

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Company Name:	SAUNDERS & COMPANY, INC.
Employer identification number (EIN):	591911903
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1979-07-01
Company Identification Number:	626070
Legal Registered Office Address:	501 RIVERSIDE AVE STE 600 JACKSONVILLE 32202