401k Plan data: BETA AGENCY 401(K) PLAN plan

BETA AGENCY 401(K) PLAN 401k Plan overview

Plan Name	BETA AGENCY 401(K) PLAN
Plan identification number	001

BETA AGENCY 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

BETA AGENCY INC has sponsored the creation of one or more 401k plans.

Company Name: BETA AGENCY INC

Employer identification number (EIN): 824440838

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETA AGENCY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 QIAN LIU 2024-05-06
001 2022-01-01 CHRISTINE RIMER 2023-05-26
001 2021-01-01 CHRISTINE RIMER 2022-05-19
001 2020-01-01 CAROL HO 2021-05-19
001 2019-01-01 CAROL HO 2020-07-02
001 2018-08-30 CAROL HO 2019-08-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	QIAN LIU	2024-05-06
001	2022-01-01	CHRISTINE RIMER	2023-05-26
001	2021-01-01	CHRISTINE RIMER	2022-05-19
001	2020-01-01	CAROL HO	2021-05-19
001	2019-01-01	CAROL HO	2020-07-02
001	2018-08-30	CAROL HO	2019-08-01

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Company Name:	BETA AGENCY INC
Employer identification number (EIN):	824440838
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers