401k Plan data: PANORAMA INSURANCE AGENCY , INC. 401(K) PROFIT SHARING PLAN plan

PANORAMA INSURANCE AGENCY , INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PANORAMA INSURANCE AGENCY , INC. 401(K) PROFIT SHARING PLAN
Plan identification number	003

PANORAMA INSURANCE AGENCY , INC. 401(K) 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
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

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

Company Name: PANORAMA INSURANCE AGENCY , INC.

Employer identification number (EIN): 953651383

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PANORAMA INSURANCE AGENCY , INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 RICHARD WONG 2024-10-01
003 2022-01-01 RICHARD WONG 2023-10-11
003 2021-01-01 RICHARD WONG 2022-10-13
003 2020-01-01 RICHARD WONG 2021-10-08
003 2019-01-01 RICHARD WONG 2020-10-05
003 2018-01-01 RICHARD WONG 2019-10-02
003 2018-01-01 RICHARD WONG 2020-10-01
003 2017-01-01 RICHARD WONG 2018-10-12
003 2016-01-01 RICHARD WONG 2017-08-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01	RICHARD WONG	2024-10-01
003	2022-01-01	RICHARD WONG	2023-10-11
003	2021-01-01	RICHARD WONG	2022-10-13
003	2020-01-01	RICHARD WONG	2021-10-08
003	2019-01-01	RICHARD WONG	2020-10-05
003	2018-01-01	RICHARD WONG	2019-10-02
003	2018-01-01	RICHARD WONG	2020-10-01
003	2017-01-01	RICHARD WONG	2018-10-12
003	2016-01-01	RICHARD WONG	2017-08-22

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Company Name:	PANORAMA INSURANCE AGENCY , INC.
Employer identification number (EIN):	953651383
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages