401k Plan data: DAVID STANLEY & ASSOCIATES 401K plan

DAVID STANLEY & ASSOCIATES 401K 401k Plan overview

Plan Name	DAVID STANLEY & ASSOCIATES 401K
Plan identification number	001

DAVID STANLEY & ASSOCIATES 401K 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.
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.

401k Sponsoring company profile

DAVID STANLEY & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: DAVID STANLEY & ASSOCIATES

Employer identification number (EIN): 202089055

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID STANLEY & ASSOCIATES 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 DAVID STANLEY 2020-11-03
001 2019-01-01 DAVID STANLEY 2020-08-03
001 2018-01-01 DAVID STANLEY 2019-10-02
001 2017-01-01 DAVID STANLEY 2018-10-12
001 2016-01-01 DAVID STANLEY 2017-10-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	DAVID STANLEY	2020-11-03
001	2019-01-01	DAVID STANLEY	2020-08-03
001	2018-01-01	DAVID STANLEY	2019-10-02
001	2017-01-01	DAVID STANLEY	2018-10-12
001	2016-01-01	DAVID STANLEY	2017-10-02

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Company Name:	DAVID STANLEY & ASSOCIATES
Employer identification number (EIN):	202089055
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages