401k Plan data: VANTREO INSURANCE BROKERAGE 401(K) PLAN plan

VANTREO INSURANCE BROKERAGE 401(K) PLAN 401k Plan overview

Plan Name	VANTREO INSURANCE BROKERAGE 401(K) PLAN
Plan identification number	001

VANTREO INSURANCE BROKERAGE 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.
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

VANTREO INSURANCE BROKERAGE has sponsored the creation of one or more 401k plans.

Company Name: VANTREO INSURANCE BROKERAGE

Employer identification number (EIN): 208995445

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about VANTREO INSURANCE BROKERAGE

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2007-05-07

Company Identification Number: C2947555

Legal Registered Office Address: 100 Stony Point Rd., Ste 160

Santa Rosa
United States of America (USA)
95401

More information about VANTREO INSURANCE BROKERAGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VANTREO INSURANCE BROKERAGE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 TIM BEGLIN 2018-10-29
001 2017-01-01 TIM BEGLIN 2018-04-17
001 2016-01-01 TIM BEGLIN 2017-04-18
001 2015-01-01 TIM BEGLIN 2016-05-18
001 2014-01-01 TIM BEGLIN 2015-04-29
001 2013-01-01 TIM BEGLIN 2014-04-03
001 2012-01-01 TIM BEGLIN 2013-09-13
001 2011-01-01 TIM BEGLIN 2012-10-09
001 2010-01-01 TIM BEGLIN 2011-10-03 TIM BEGLIN 2011-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	TIM BEGLIN	2018-10-29
001	2017-01-01	TIM BEGLIN	2018-04-17
001	2016-01-01	TIM BEGLIN	2017-04-18
001	2015-01-01	TIM BEGLIN	2016-05-18
001	2014-01-01	TIM BEGLIN	2015-04-29
001	2013-01-01	TIM BEGLIN	2014-04-03
001	2012-01-01	TIM BEGLIN	2013-09-13
001	2011-01-01	TIM BEGLIN	2012-10-09
001	2010-01-01	TIM BEGLIN	2011-10-03	TIM BEGLIN	2011-10-03

Potentially related plans

VANTREO INSURANCE BROKERAGE WELFARE BENEFITS PLAN [EIN = 383942950]

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Company Name:	VANTREO INSURANCE BROKERAGE
Employer identification number (EIN):	208995445
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2007-05-07
Company Identification Number:	C2947555
Legal Registered Office Address:	100 Stony Point Rd., Ste 160 Santa Rosa United States of America (USA) 95401