401k Plan data: STOCKETT AND THOMAS AGENCY EMPLOYEES RETIREMENT PLAN plan

STOCKETT AND THOMAS AGENCY EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan Name	STOCKETT AND THOMAS AGENCY EMPLOYEES RETIREMENT PLAN
Plan identification number	002

STOCKETT AND THOMAS AGENCY EMPLOYEES RETIREMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STOCKETT AND THOMAS AGENCY, LLP has sponsored the creation of one or more 401k plans.

Company Name: STOCKETT AND THOMAS AGENCY, LLP

Employer identification number (EIN): 640903249

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STOCKETT AND THOMAS AGENCY EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MARVIN CHAD STOCKETT 2024-08-06
002 2022-01-01 MARVIN CHAD STOCKETT 2023-10-16
002 2021-01-01 MARVIN CHAD STOCKETT 2022-10-14
002 2021-01-01 MARVIN CHAD STOCKETT 2023-12-08
002 2020-01-01 MARVIN CHAD STOCKETT 2021-10-07
002 2019-01-01 MARVIN CHAD STOCKETT 2020-10-14
002 2018-01-01 MARVIN CHAD STOCKETT 2019-10-11
002 2017-01-01 MARVIN CHAD STOCKETT 2018-10-12
002 2016-01-01 MARVIN CHAD STOCKETT 2017-09-28
002 2015-01-01 MARVIN C STOCKETT 2016-10-05
002 2014-01-01 MARVIN C STOCKETT 2015-10-09
002 2013-01-01 MARVIN C STOCKETT 2014-10-02
002 2012-01-01 PATRICK C. THOMAS 2013-06-10 CHAD STOCKETT 2013-06-10
002 2011-01-01 PATRICK C. THOMAS 2012-06-12 CHAD STOCKETT 2012-06-12
002 2010-01-01 PATRICK C. THOMAS 2011-08-25 CHAD STOCKETT 2011-08-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MARVIN CHAD STOCKETT	2024-08-06
002	2022-01-01	MARVIN CHAD STOCKETT	2023-10-16
002	2021-01-01	MARVIN CHAD STOCKETT	2022-10-14
002	2021-01-01	MARVIN CHAD STOCKETT	2023-12-08
002	2020-01-01	MARVIN CHAD STOCKETT	2021-10-07
002	2019-01-01	MARVIN CHAD STOCKETT	2020-10-14
002	2018-01-01	MARVIN CHAD STOCKETT	2019-10-11
002	2017-01-01	MARVIN CHAD STOCKETT	2018-10-12
002	2016-01-01	MARVIN CHAD STOCKETT	2017-09-28
002	2015-01-01	MARVIN C STOCKETT	2016-10-05
002	2014-01-01	MARVIN C STOCKETT	2015-10-09
002	2013-01-01	MARVIN C STOCKETT	2014-10-02
002	2012-01-01	PATRICK C. THOMAS	2013-06-10	CHAD STOCKETT	2013-06-10
002	2011-01-01	PATRICK C. THOMAS	2012-06-12	CHAD STOCKETT	2012-06-12
002	2010-01-01	PATRICK C. THOMAS	2011-08-25	CHAD STOCKETT	2011-08-25

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Company Name:	STOCKETT AND THOMAS AGENCY, LLP
Employer identification number (EIN):	640903249
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages