401k Plan data: LUND & SMITH INSURANCE SERVICES, L.L.C. 401K PROFIT SHARING PLAN plan

LUND & SMITH INSURANCE SERVICES, L.L.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	LUND & SMITH INSURANCE SERVICES, L.L.C. 401K PROFIT SHARING PLAN
Plan identification number	002

LUND & SMITH INSURANCE SERVICES, L.L.C. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 BRIAN J SMITH 2020-07-26 BRIAN J SMITH 2020-07-26
002 2018-01-01 BRIAN J SMITH 2019-07-10 BRIAN J SMITH 2019-07-10
002 2017-01-01 BRIAN J SMITH 2018-07-23 BRIAN J SMITH 2018-07-23
002 2016-01-01 BRIAN J SMITH 2017-07-24 BRIAN J SMITH 2017-07-24
002 2015-01-01 BRIAN J SMITH 2016-07-07 BRIAN J SMITH 2016-07-07
002 2014-01-01 BRIAN J SMITH 2015-07-21 BRIAN J SMITH 2015-07-21
002 2013-01-01 BRIAN SMITH 2014-07-22 BRIAN SMITH 2014-07-22
002 2012-01-01 BRIAN J SMITH 2013-07-19 BRIAN J SMITH 2013-07-17
002 2011-01-01 BRIAN SMITH 2012-07-19 BRIAN SMITH 2012-07-19
002 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
002	2019-01-01	BRIAN J SMITH	2020-07-26	BRIAN J SMITH	2020-07-26
002	2018-01-01	BRIAN J SMITH	2019-07-10	BRIAN J SMITH	2019-07-10
002	2017-01-01	BRIAN J SMITH	2018-07-23	BRIAN J SMITH	2018-07-23
002	2016-01-01	BRIAN J SMITH	2017-07-24	BRIAN J SMITH	2017-07-24
002	2015-01-01	BRIAN J SMITH	2016-07-07	BRIAN J SMITH	2016-07-07
002	2014-01-01	BRIAN J SMITH	2015-07-21	BRIAN J SMITH	2015-07-21
002	2013-01-01	BRIAN SMITH	2014-07-22	BRIAN SMITH	2014-07-22
002	2012-01-01	BRIAN J SMITH	2013-07-19	BRIAN J SMITH	2013-07-17
002	2011-01-01	BRIAN SMITH	2012-07-19	BRIAN SMITH	2012-07-19
002	2010-01-01	BRIAN SMITH	2011-07-19	BRIAN SMITH	2011-07-19

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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