401k Plan data: MCINNIS INSURANCE AGENCY, INC. 401(K) PLAN plan

MCINNIS INSURANCE AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan Name	MCINNIS INSURANCE AGENCY, INC. 401(K) PLAN
Plan identification number	002

MCINNIS INSURANCE AGENCY, INC. 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.
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

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

Company Name: MCINNIS INSURANCE AGENCY, INC.

Employer identification number (EIN): 720513879

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCINNIS INSURANCE AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01 JOEY HOOD 2023-06-08
002 2021-01-01 JOE HOOD 2022-06-16
002 2020-01-01 JOE HOOD 2021-04-12
002 2019-01-01 JOE HOOD 2020-07-28
002 2018-01-01 JOE HOOD 2019-03-15
002 2017-01-01 JOE HOOD 2018-05-22
002 2016-01-01 JOE HOOD 2017-06-09
002 2015-01-01 HARRY E. MCINNIS JR. 2016-03-28
002 2014-01-01 HARRY E. MCINNIS JR. 2015-04-29
002 2013-01-01 HARRY E. MCINNIS JR. 2014-05-14
002 2012-01-01 HARRY E. MCINNIS JR. 2013-04-16
002 2011-01-01 HARRY E. MCINNIS JR. 2012-03-16
002 2010-01-01 HARRY E. MCINNIS JR. 2011-05-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01	JOEY HOOD	2023-06-08
002	2021-01-01	JOE HOOD	2022-06-16
002	2020-01-01	JOE HOOD	2021-04-12
002	2019-01-01	JOE HOOD	2020-07-28
002	2018-01-01	JOE HOOD	2019-03-15
002	2017-01-01	JOE HOOD	2018-05-22
002	2016-01-01	JOE HOOD	2017-06-09
002	2015-01-01	HARRY E. MCINNIS JR.	2016-03-28
002	2014-01-01	HARRY E. MCINNIS JR.	2015-04-29
002	2013-01-01	HARRY E. MCINNIS JR.	2014-05-14
002	2012-01-01	HARRY E. MCINNIS JR.	2013-04-16
002	2011-01-01	HARRY E. MCINNIS JR.	2012-03-16
002	2010-01-01	HARRY E. MCINNIS JR.	2011-05-10

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Company Name:	MCINNIS INSURANCE AGENCY, INC.
Employer identification number (EIN):	720513879
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages