401k Plan data: BARICH & ASSOCIATES INSURANCE MARKETING SERVICES INC. 401(K) PROFIT SHARING plan

BARICH & ASSOCIATES INSURANCE MARKETING SERVICES INC. 401(K) PROFIT SHARING 401k Plan overview

Plan Name	BARICH & ASSOCIATES INSURANCE MARKETING SERVICES INC. 401(K) PROFIT SHARING
Plan identification number	001

BARICH & ASSOCIATES INSURANCE MARKETING SERVICES INC. 401(K) PROFIT SHARING 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
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.
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

BARICH & ASSOCIATES INSURANCE MARKETING SERVICES has sponsored the creation of one or more 401k plans.

Company Name: BARICH & ASSOCIATES INSURANCE MARKETING SERVICES

Employer identification number (EIN): 953553318

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARICH & ASSOCIATES INSURANCE MARKETING SERVICES INC. 401(K) PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOANN BARICH 2024-06-04
001 2022-01-01 JOANN BARICH 2023-09-26
001 2021-01-01 JOANN BARICH 2022-10-10
001 2020-01-01 JOANN BARICH 2021-07-12
001 2019-01-01 JOANN BARICH 2020-07-20
001 2018-01-01 JOANN BARICH 2019-10-02 JOANN BARICH 2019-10-02
001 2017-01-01 JOANN BARICH 2018-07-31
001 2016-01-01 PAUL BARICH 2017-09-29 PAUL BARICH 2017-09-29
001 2015-01-01 PAUL T BARICH 2016-10-15
001 2014-01-01 PAUL T BARICH 2015-10-14
001 2013-01-01 PAUL T BARICH 2014-09-15
001 2012-01-01 PAUL T BARICH 2013-10-15
001 2011-01-01 PAUL T BARICH 2013-10-15
001 2010-01-01 PAUL T BARICH 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JOANN BARICH	2024-06-04
001	2022-01-01	JOANN BARICH	2023-09-26
001	2021-01-01	JOANN BARICH	2022-10-10
001	2020-01-01	JOANN BARICH	2021-07-12
001	2019-01-01	JOANN BARICH	2020-07-20
001	2018-01-01	JOANN BARICH	2019-10-02	JOANN BARICH	2019-10-02
001	2017-01-01	JOANN BARICH	2018-07-31
001	2016-01-01	PAUL BARICH	2017-09-29	PAUL BARICH	2017-09-29
001	2015-01-01	PAUL T BARICH	2016-10-15
001	2014-01-01	PAUL T BARICH	2015-10-14
001	2013-01-01	PAUL T BARICH	2014-09-15
001	2012-01-01	PAUL T BARICH	2013-10-15
001	2011-01-01	PAUL T BARICH	2013-10-15
001	2010-01-01	PAUL T BARICH	2011-10-17

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Company Name:	BARICH & ASSOCIATES INSURANCE MARKETING SERVICES
Employer identification number (EIN):	953553318
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages