401k Plan data: DALE VINIARD INSURANCE AGENCY 401(K) PLAN plan

DALE VINIARD INSURANCE AGENCY 401(K) PLAN 401k Plan overview

Plan Name	DALE VINIARD INSURANCE AGENCY 401(K) PLAN
Plan identification number	001

DALE VINIARD INSURANCE AGENCY 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.
Plan covering Self-Employed individuals.
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

DALE VINIARD INSURANCE AGENCY has sponsored the creation of one or more 401k plans.

Company Name: DALE VINIARD INSURANCE AGENCY

Employer identification number (EIN): 610933454

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALE VINIARD INSURANCE AGENCY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DALE VINIARD 2022-12-23
001 2021-01-01 DALE VINIARD 2022-09-26
001 2020-01-01 DALE VINIARD 2021-05-11 DALE VINIARD 2021-05-11
001 2019-01-01 DALE VINIARD 2020-08-31
001 2018-01-01 DALE VINIARD 2019-09-03
001 2017-01-01 JOE DALE VINIARD 2018-08-24
001 2016-01-01 DALE VINIARD 2017-09-20 DALE VINIARD 2017-09-20
001 2015-01-01 DALE VINIARD 2016-09-15
001 2014-01-01 DALE VINIARD 2016-09-15
001 2013-01-01 JOE VINIARD 2014-10-09 JOE VINIARD 2014-10-09
001 2012-01-01 DALE VINIARD 2013-10-06 DALE VINIARD 2013-10-06
001 2011-01-01 DALE VINIARD 2012-10-13 DALE VINIARD 2012-10-13
001 2010-01-01 DALE VINIARD 2011-10-12 DALE VINIARD 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DALE VINIARD	2022-12-23
001	2021-01-01	DALE VINIARD	2022-09-26
001	2020-01-01	DALE VINIARD	2021-05-11	DALE VINIARD	2021-05-11
001	2019-01-01	DALE VINIARD	2020-08-31
001	2018-01-01	DALE VINIARD	2019-09-03
001	2017-01-01	JOE DALE VINIARD	2018-08-24
001	2016-01-01	DALE VINIARD	2017-09-20	DALE VINIARD	2017-09-20
001	2015-01-01	DALE VINIARD	2016-09-15
001	2014-01-01	DALE VINIARD	2016-09-15
001	2013-01-01	JOE VINIARD	2014-10-09	JOE VINIARD	2014-10-09
001	2012-01-01	DALE VINIARD	2013-10-06	DALE VINIARD	2013-10-06
001	2011-01-01	DALE VINIARD	2012-10-13	DALE VINIARD	2012-10-13
001	2010-01-01	DALE VINIARD	2011-10-12	DALE VINIARD	2011-10-12

Potentially related plans

DALE VINIARD INSURANCE AGENCY 401(K) PLAN [EIN = 300173011]

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Company Name:	DALE VINIARD INSURANCE AGENCY
Employer identification number (EIN):	610933454
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages