401k Plan data: MOORE AND ALVORD INSURANCE AGENCY SAFE HARBOR 401(K) PLAN plan

MOORE AND ALVORD INSURANCE AGENCY SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan Name	MOORE AND ALVORD INSURANCE AGENCY SAFE HARBOR 401(K) PLAN
Plan identification number	001

MOORE AND ALVORD INSURANCE AGENCY SAFE HARBOR 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.
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

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

Company Name: MOORE AND ALVORD INSURANCE AGENCY, INC

Employer identification number (EIN): 060458240

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOORE AND ALVORD INSURANCE AGENCY SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JOSEPH C CARROZZO 2015-05-22 JOSEPH C CARROZZO 2015-05-22
001 2013-01-01 JOSEPH C CARROZZO 2014-06-04 JOSEPH C CARROZZO 2014-06-04
001 2012-01-01 JOSEPH C CARROZZO 2013-07-10 JOSEPH C CARROZZO 2013-07-10
001 2011-01-01 JOSEPH C CARROZZO 2012-05-09 JOSEPH C CARROZZO 2012-05-09
001 2010-01-01 JOSEPH C CARROZZO 2011-10-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	JOSEPH C CARROZZO	2015-05-22	JOSEPH C CARROZZO	2015-05-22
001	2013-01-01	JOSEPH C CARROZZO	2014-06-04	JOSEPH C CARROZZO	2014-06-04
001	2012-01-01	JOSEPH C CARROZZO	2013-07-10	JOSEPH C CARROZZO	2013-07-10
001	2011-01-01	JOSEPH C CARROZZO	2012-05-09	JOSEPH C CARROZZO	2012-05-09
001	2010-01-01	JOSEPH C CARROZZO	2011-10-24

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Company Name:	MOORE AND ALVORD INSURANCE AGENCY, INC
Employer identification number (EIN):	060458240
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services