401k Plan data: THE HOLT AGENCY 401(K) PLAN & TRUST plan

THE HOLT AGENCY 401(K) PLAN & TRUST 401k Plan overview

Plan Name	THE HOLT AGENCY 401(K) PLAN & TRUST
Plan identification number	002

THE HOLT AGENCY 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

THE HOLT AGENCY has sponsored the creation of one or more 401k plans.

Company Name: THE HOLT AGENCY

Employer identification number (EIN): 020275145

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HOLT AGENCY 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 LYLE W. FULKERSON 2013-04-11 LYLE W. FULKERSON 2013-04-11
002 2011-01-01 LYLE FULKERSON 2012-03-30 LYLE FULKERSON 2012-03-30
002 2010-01-01 LYLE FULKERSONBI 2011-05-31 LYLE FULKERSONBI 2011-05-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2012-01-01	LYLE W. FULKERSON	2013-04-11	LYLE W. FULKERSON	2013-04-11
002	2011-01-01	LYLE FULKERSON	2012-03-30	LYLE FULKERSON	2012-03-30
002	2010-01-01	LYLE FULKERSONBI	2011-05-31	LYLE FULKERSONBI	2011-05-31

Potentially related plans

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Company Name:	THE HOLT AGENCY
Employer identification number (EIN):	020275145
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages