401k Plan data: STEVE WAISS INSURANCE INC 401 K PROFIT SHARING PLAN TRUST plan

STEVE WAISS INSURANCE INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	STEVE WAISS INSURANCE INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

STEVE WAISS INSURANCE INC 401 K PROFIT SHARING PLAN TRUST 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.
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

STEVE WAISS INSURANCE INC has sponsored the creation of one or more 401k plans.

Company Name: STEVE WAISS INSURANCE INC

Employer identification number (EIN): 912024980

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVE WAISS INSURANCE INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KRISTINA HOOSER 2024-10-01 KRISTINA HOOSER 2024-10-01
001 2022-01-01 GEORGE WAISS 2023-07-14
001 2021-01-01 STEVE WAISS 2022-06-29 STEVE WAISS 2022-06-29
001 2020-01-01 GEORGE STEVE WAISS 2021-06-21 GEORGE STEVE WAISS 2021-06-21
001 2019-01-01 STEVE WAISS 2020-05-07
001 2018-01-01 STEVE WAISS INSURANCE INC 2019-06-27
001 2017-01-01 GEORGE S WAISS 2018-07-26
001 2016-01-01 STEVE WAISS 2017-07-27
001 2015-01-01 STEVE WAISS 2016-07-07
001 2014-01-01 STEVE WAISS 2015-06-25
001 2013-01-01 STEVE WAISS 2014-06-16
001 2012-01-01 STEVE WAISS INSURANCE INC 2013-07-19
001 2010-01-01 STEVE WAISS INSURANCE INC 2011-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KRISTINA HOOSER	2024-10-01	KRISTINA HOOSER	2024-10-01
001	2022-01-01	GEORGE WAISS	2023-07-14
001	2021-01-01	STEVE WAISS	2022-06-29	STEVE WAISS	2022-06-29
001	2020-01-01	GEORGE STEVE WAISS	2021-06-21	GEORGE STEVE WAISS	2021-06-21
001	2019-01-01	STEVE WAISS	2020-05-07
001	2018-01-01	STEVE WAISS INSURANCE INC	2019-06-27
001	2017-01-01	GEORGE S WAISS	2018-07-26
001	2016-01-01	STEVE WAISS	2017-07-27
001	2015-01-01	STEVE WAISS	2016-07-07
001	2014-01-01	STEVE WAISS	2015-06-25
001	2013-01-01	STEVE WAISS	2014-06-16
001	2012-01-01	STEVE WAISS INSURANCE INC	2013-07-19
001	2010-01-01	STEVE WAISS INSURANCE INC	2011-06-30

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Company Name:	STEVE WAISS INSURANCE INC
Employer identification number (EIN):	912024980
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages