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

ALLIANCE INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALLIANCE INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

ALLIANCE INSURANCE SERVICES, 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.
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

ALLIANCE INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALLIANCE INSURANCE SERVICES, INC.

Employer identification number (EIN): 208232744

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 KENNETH E DAVELER 2021-04-06 KENNETH E DAVELER 2021-04-06
001 2020-01-01 KENNETH E DAVELER 2021-04-06 KENNETH E DAVELER 2021-04-06
001 2019-01-01 KEN DAVELER 2020-05-22 KEN DAVELER 2020-05-22
001 2018-01-01 KEN DAVELER 2019-07-18
001 2017-01-01 KEN DAVELER 2018-09-10 KEN DAVELER 2018-09-10
001 2016-01-01 KENNETH DAVELER 2017-09-05 KENNETH DAVELER 2017-09-05
001 2015-01-01 KENNETH DAVELER 2016-08-10 KENNETH DAVELER 2016-08-10
001 2014-01-01 KEN DAVELER 2015-08-07 KEN DAVELER 2015-08-07
001 2013-01-01 KEN DAVELER 2014-07-08 KEN DAVELER 2014-07-08
001 2012-01-01 KEN DAVELER 2013-08-20 KEN DAVELER 2013-08-20
001 2011-01-01 KENNETH DAVELER 2012-07-25 KENNETH DAVELER 2012-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	KENNETH E DAVELER	2021-04-06	KENNETH E DAVELER	2021-04-06
001	2020-01-01	KENNETH E DAVELER	2021-04-06	KENNETH E DAVELER	2021-04-06
001	2019-01-01	KEN DAVELER	2020-05-22	KEN DAVELER	2020-05-22
001	2018-01-01	KEN DAVELER	2019-07-18
001	2017-01-01	KEN DAVELER	2018-09-10	KEN DAVELER	2018-09-10
001	2016-01-01	KENNETH DAVELER	2017-09-05	KENNETH DAVELER	2017-09-05
001	2015-01-01	KENNETH DAVELER	2016-08-10	KENNETH DAVELER	2016-08-10
001	2014-01-01	KEN DAVELER	2015-08-07	KEN DAVELER	2015-08-07
001	2013-01-01	KEN DAVELER	2014-07-08	KEN DAVELER	2014-07-08
001	2012-01-01	KEN DAVELER	2013-08-20	KEN DAVELER	2013-08-20
001	2011-01-01	KENNETH DAVELER	2012-07-25	KENNETH DAVELER	2012-07-25

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Company Name:	ALLIANCE INSURANCE SERVICES, INC.
Employer identification number (EIN):	208232744
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages