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WILLIAM J. KAMM & SONS, INC. 401(K) PLAN 401k Plan overview

Plan NameWILLIAM J. KAMM & SONS, INC. 401(K) PLAN
Plan identification number 002

WILLIAM J. KAMM & SONS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLIAM J. KAMM & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J. KAMM & SONS, INC.
Employer identification number (EIN):363460982
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. KAMM & SONS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01H. EARLE GARVIN2023-01-12
0022022-01-01H. EARLE GARVIN2023-01-12
0022021-01-01ADAM KAMM2022-09-12 ADAM KAMM2022-09-12
0022020-01-01ADAM KAMM2021-09-30 ADAM KAMM2021-09-30
0022019-01-01ADAM KAMM2020-09-21 ADAM KAMM2020-09-21
0022018-01-01ADAM KAMM2019-07-18 ADAM KAMM2019-07-18
0022017-01-01ADAM KAMM2018-07-26 ADAM KAMM2018-07-26
0022016-01-01ADAM KAMM2017-07-20 ADAM KAMM2017-07-20
0022015-01-01ADAM KAMM2016-06-16 ADAM KAMM2016-06-16
0022014-01-01ADAM KAMM2015-05-11 ADAM KAMM2015-05-11
0022013-01-01ADAM KAMM2014-09-22 ADAM KAMM2014-09-22
0022012-01-01ADAM KAMM2013-05-13 ADAM KAMM2013-05-13
0022011-01-01ADAM KAMM2012-09-07 ADAM KAMM2012-09-07
0022010-01-01ADAM KAMM2011-09-28 ADAM KAMM2011-09-28

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