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AVER-NEUWALD-BERRYESSA INSURANCE, LLC SAFE HARBOR 401K PLAN 401k Plan overview

Plan NameAVER-NEUWALD-BERRYESSA INSURANCE, LLC SAFE HARBOR 401K PLAN
Plan identification number 001

AVER-NEUWALD-BERRYESSA INSURANCE, LLC SAFE HARBOR 401K PLAN Benefits

401k Plan TypeDefined 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.
  • 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

AVER-NEUWALD-BERRYESSA INS., LLC has sponsored the creation of one or more 401k plans.

Company Name:AVER-NEUWALD-BERRYESSA INS., LLC
Employer identification number (EIN):770509512
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVER-NEUWALD-BERRYESSA INSURANCE, LLC SAFE HARBOR 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01GEORGE PETER NEUWALD2020-05-29 GEORGE PETER NEUWALD2020-05-29
0012019-01-01GEORGE PETER NEUWALD2020-05-29 GEORGE PETER NEUWALD2020-05-29
0012018-01-01PETER NEUWALD2019-10-04 PETER NEUWALD2019-10-04
0012017-01-01REBECCA DIXON2018-06-28 REBECCA DIXON2018-06-28
0012016-01-01PETER NEUWALD2017-05-17 PETER NEUWALD2017-05-17
0012015-01-01PETER NEUWALD2016-07-06 PETER NEUWALD2016-07-06
0012014-01-01PETER NEUWALD2015-06-24 PETER NEUWALD2015-06-24
0012013-01-01PETER NEUWALD2014-07-10 PETER NEUWALD2014-07-10
0012012-01-01PETER NEUWALD2013-07-12 PETER NEUWALD2013-07-12
0012011-01-01PETER NEUWALD2012-07-27 PETER NEUWALD2012-07-27
0012010-01-01PETER NEUWALD2011-10-14 PETER NEUWALD2011-10-14

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