401k Plan data: MARVIN A. ADDRESS AND ASSOCIATES, INC. PROFIT SHARING PLAN plan

MARVIN A. ADDRESS AND ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARVIN A. ADDRESS AND ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	004

MARVIN A. ADDRESS AND ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

MARVIN A. ADDRESS AND ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: MARVIN A. ADDRESS AND ASSOCIATES, INC.

Employer identification number (EIN): 521218969

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARVIN A. ADDRESS AND ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2015-01-01
004 2014-01-01
004 2013-01-01
004 2012-01-01 SANDRA L. ADDRESS, CFP 2013-07-09
004 2011-01-01 JOY A. MILLER 2012-07-20
004 2010-01-01 JOY A MILLER 2011-09-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2015-01-01
004	2014-01-01
004	2013-01-01
004	2012-01-01	SANDRA L. ADDRESS, CFP	2013-07-09
004	2011-01-01	JOY A. MILLER	2012-07-20
004	2010-01-01	JOY A MILLER	2011-09-13

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Company Name:	MARVIN A. ADDRESS AND ASSOCIATES, INC.
Employer identification number (EIN):	521218969
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages