401k Plan data: SOUTHLAKE INSURANCE AGENCY, INC. plan

SOUTHLAKE INSURANCE AGENCY, INC. 401k Plan overview

Plan Name	SOUTHLAKE INSURANCE AGENCY, INC.
Plan identification number	001

SOUTHLAKE INSURANCE AGENCY, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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

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

Company Name: SOUTHLAKE INSURANCE AGENCY, INC.

Employer identification number (EIN): 731437139

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHLAKE INSURANCE AGENCY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01

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Company Name:	SOUTHLAKE INSURANCE AGENCY, INC.
Employer identification number (EIN):	731437139
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages