401k Plan data: BENEFIT STRATEGIES AGENCY 401(K) PLAN plan

BENEFIT STRATEGIES AGENCY 401(K) PLAN 401k Plan overview

Plan Name	BENEFIT STRATEGIES AGENCY 401(K) PLAN
Plan identification number	001

BENEFIT STRATEGIES AGENCY 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

BENEFIT STRATEGIES AGENCY, LLC has sponsored the creation of one or more 401k plans.

Company Name: BENEFIT STRATEGIES AGENCY, LLC

Employer identification number (EIN): 463577170

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about BENEFIT STRATEGIES AGENCY, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2013-08-23

Company Identification Number: 2224464

Legal Registered Office Address: 655 FOX RUN RD. SUITE A
-
FINDLAY
United States of America (USA)
45840

More information about BENEFIT STRATEGIES AGENCY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFIT STRATEGIES AGENCY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 RODERICK WOOD 2022-06-14
001 2021-01-01 RODERICK WOOD 2022-07-27
001 2020-01-01 RODERICK WOOD 2022-04-13
001 2020-01-01 RODERICK WOOD 2022-07-27
001 2019-01-01 RODERICK WOOD 2020-07-27
001 2018-01-01 PLAN SPONSOR 2019-10-15
001 2017-01-01 RODERICK WOOD 2018-06-15 RODERICK WOOD 2018-06-15
001 2016-01-01 RODFERICK WOOD 2017-03-27 RODFERICK WOOD 2017-03-27
001 2015-01-01 RODERICK WOOD 2016-05-04 RODERICK WOOD 2016-05-04
001 2014-10-01 RODERICK WOOD 2015-09-09 RODERICK WOOD 2015-09-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	RODERICK WOOD	2022-06-14
001	2021-01-01	RODERICK WOOD	2022-07-27
001	2020-01-01	RODERICK WOOD	2022-04-13
001	2020-01-01	RODERICK WOOD	2022-07-27
001	2019-01-01	RODERICK WOOD	2020-07-27
001	2018-01-01	PLAN SPONSOR	2019-10-15
001	2017-01-01	RODERICK WOOD	2018-06-15	RODERICK WOOD	2018-06-15
001	2016-01-01	RODFERICK WOOD	2017-03-27	RODFERICK WOOD	2017-03-27
001	2015-01-01	RODERICK WOOD	2016-05-04	RODERICK WOOD	2016-05-04
001	2014-10-01	RODERICK WOOD	2015-09-09	RODERICK WOOD	2015-09-09

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Company Name:	BENEFIT STRATEGIES AGENCY, LLC
Employer identification number (EIN):	463577170
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2013-08-23
Company Identification Number:	2224464
Legal Registered Office Address:	655 FOX RUN RD. SUITE A - FINDLAY United States of America (USA) 45840