401k Plan data: J.D. FULWILER & CO. INC. 401(K) PLAN plan

J.D. FULWILER & CO. INC. 401(K) PLAN 401k Plan overview

Plan Name	J.D. FULWILER & CO. INC. 401(K) PLAN
Plan identification number	001

J.D. FULWILER & CO. INC. 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.
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

J.D. FULWILER & CO., INSURANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name: J.D. FULWILER & CO., INSURANCE, INC.

Employer identification number (EIN): 930983491

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.D. FULWILER & CO. INC. 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 BARI SMITH 2024-07-23
001 2022-01-01 BARI SMITH 2023-07-10
001 2021-01-01 BARI SMITH 2022-07-13
001 2020-01-01 BARI SMITH 2021-09-30
001 2019-01-01 BARI SMITH 2020-09-04
001 2018-01-01 BARI SMITH 2019-07-30
001 2017-01-01 BARI SMITH 2018-06-13
001 2016-01-01 BRENDA BEANE 2017-06-27
001 2015-01-01 BRENDA BEANE 2016-07-27
001 2014-01-01 BRENDA BEANE 2015-06-30
001 2013-01-01 BRENDA BEANE 2014-07-30
001 2012-01-01 BRENDA BEANE 2013-04-29 TRISHA FULWILER 2013-05-01
001 2011-01-01 BRENDA BEANE 2012-05-16 TRISHA FULWILER 2012-05-26
001 2010-01-01 BRENDA BEANE 2011-06-09 TRISHA FULWILER 2011-06-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BARI SMITH	2024-07-23
001	2022-01-01	BARI SMITH	2023-07-10
001	2021-01-01	BARI SMITH	2022-07-13
001	2020-01-01	BARI SMITH	2021-09-30
001	2019-01-01	BARI SMITH	2020-09-04
001	2018-01-01	BARI SMITH	2019-07-30
001	2017-01-01	BARI SMITH	2018-06-13
001	2016-01-01	BRENDA BEANE	2017-06-27
001	2015-01-01	BRENDA BEANE	2016-07-27
001	2014-01-01	BRENDA BEANE	2015-06-30
001	2013-01-01	BRENDA BEANE	2014-07-30
001	2012-01-01	BRENDA BEANE	2013-04-29	TRISHA FULWILER	2013-05-01
001	2011-01-01	BRENDA BEANE	2012-05-16	TRISHA FULWILER	2012-05-26
001	2010-01-01	BRENDA BEANE	2011-06-09	TRISHA FULWILER	2011-06-09

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Company Name:	J.D. FULWILER & CO., INSURANCE, INC.
Employer identification number (EIN):	930983491
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages