401k Plan data: WISE INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN plan

WISE INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	WISE INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

WISE INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Profit-sharing
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.
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

WISE INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: WISE INSURANCE AGENCY, INC.

Employer identification number (EIN): 680288878

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISE INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 WILLIAM BENDER 2013-10-14
001 2011-01-01 MICHAEL WISE 2012-07-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	WILLIAM BENDER	2013-10-14
001	2011-01-01	MICHAEL WISE	2012-07-31

Potentially related plans

WISE INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN [EIN = 461128719]

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Company Name:	WISE INSURANCE AGENCY, INC.
Employer identification number (EIN):	680288878
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds