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THOUSAND OAKS INSURANCE AGENCY 401(K) PLAN 401k Plan overview

Plan NameTHOUSAND OAKS INSURANCE AGENCY 401(K) PLAN
Plan identification number 001

THOUSAND OAKS INSURANCE AGENCY 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

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

Company Name:PATRICK J. KNOWD INSURANCE AGENCY, INC.
Employer identification number (EIN):020540684
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about PATRICK J. KNOWD INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2001-12-06
Company Identification Number: C2367845
Legal Registered Office Address: 4555 Via Pluma

Thousand Oaks
United States of America (USA)
91320

More information about PATRICK J. KNOWD INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOUSAND OAKS INSURANCE AGENCY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PATRICK KNOWD2024-08-21
0012021-01-01PAT KNOWD2022-06-29
0012020-01-01PATRICK KNOWD2021-09-10
0012019-01-01PATRICK KNOWD2020-07-22 PATRICK KNOWF2020-07-22

Financial Data on THOUSAND OAKS INSURANCE AGENCY 401(K) PLAN

Measure Date Value
2022 : THOUSAND OAKS INSURANCE AGENCY 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-06-290
Total expenses incurred by plan in this plan year2022-06-290
Net assets as of the end of the plan year2022-06-2988102
Total assets as of the beginning of the plan year2022-06-2949997
Value of plan covered by a fidelity bond2022-06-2910000
Participant contributions to plan in this plan year2022-06-2920400
Other income to plan in this plan year2022-06-2912046
Plan net income in this plan year2022-06-2938105
Net assets as of the end of the plan year2022-06-2988102
Net assets as of the beginning of the plan year2022-06-2949997
Employer contributions to plan in this plan year2022-06-295659
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-290

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