401k Plan data: RICH STEVENS INSURANCE AGENCY INC. AGE-WEIGHTED PROFIT SHARING PLAN plan

RICH STEVENS INSURANCE AGENCY INC. AGE-WEIGHTED PROFIT SHARING PLAN 401k Plan overview

Plan Name	RICH STEVENS INSURANCE AGENCY INC. AGE-WEIGHTED PROFIT SHARING PLAN
Plan identification number	001

RICH STEVENS INSURANCE AGENCY INC. AGE-WEIGHTED PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

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

Company Name: RICH STEVENS INSURANCE AGENCY, INC.

Employer identification number (EIN): 900146445

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICH STEVENS INSURANCE AGENCY INC. AGE-WEIGHTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 RICHARD STEVENS 2015-04-03 RICHARD STEVENS 2015-04-03
001 2014-01-01 RICHARD STEVENS 2015-01-21 RICHARD STEVENS 2015-01-21
001 2013-01-01 RICHARD STEVENS 2014-06-09 RICHARD STEVENS 2014-06-09
001 2012-01-01 RICHARD STEVENS 2014-09-02 RICHARD STEVENS 2014-09-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	RICHARD STEVENS	2015-04-03	RICHARD STEVENS	2015-04-03
001	2014-01-01	RICHARD STEVENS	2015-01-21	RICHARD STEVENS	2015-01-21
001	2013-01-01	RICHARD STEVENS	2014-06-09	RICHARD STEVENS	2014-06-09
001	2012-01-01	RICHARD STEVENS	2014-09-02	RICHARD STEVENS	2014-09-02

Potentially related plans

RICH STEVENS INSURANCE AGENCY INC.AGE-WEIGHTED PROFIT SHARING PLAN [EIN = 330700624]

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Company Name:	RICH STEVENS INSURANCE AGENCY, INC.
Employer identification number (EIN):	900146445
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages