401k Plan data: LUND & SMITH INSURANCE SERVICES, L.L.C. DEFINED BENEFIT PENSION PLAN plan

LUND & SMITH INSURANCE SERVICES, L.L.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	LUND & SMITH INSURANCE SERVICES, L.L.C. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

LUND & SMITH INSURANCE SERVICES, L.L.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
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

LUND & SMITH INSURANCE SERVICES, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: LUND & SMITH INSURANCE SERVICES, L.L.C.

Employer identification number (EIN): 341953781

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUND & SMITH INSURANCE SERVICES, L.L.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 BRIAN SMITH 2015-04-07 BRIAN SMITH 2015-04-07
001 2013-01-01 BRIAN SMITH 2014-07-22 BRIAN SMITH 2014-07-22
001 2012-01-01 BRIAN J SMITH 2013-07-22 BRIAN J SMITH 2013-07-22
001 2011-01-01 BRIAN SMITH 2012-07-19 BRIAN SMITH 2012-07-19
001 2010-01-01 BRIAN SMITH 2011-07-19 BRIAN SMITH 2011-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	BRIAN SMITH	2015-04-07	BRIAN SMITH	2015-04-07
001	2013-01-01	BRIAN SMITH	2014-07-22	BRIAN SMITH	2014-07-22
001	2012-01-01	BRIAN J SMITH	2013-07-22	BRIAN J SMITH	2013-07-22
001	2011-01-01	BRIAN SMITH	2012-07-19	BRIAN SMITH	2012-07-19
001	2010-01-01	BRIAN SMITH	2011-07-19	BRIAN SMITH	2011-07-19

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Company Name:	LUND & SMITH INSURANCE SERVICES, L.L.C.
Employer identification number (EIN):	341953781
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages