| Plan Name | JAMES R. WHELAN AGENCY LLC 401K PROFIT SHARING PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMES R. WHELAN AGENCY LLC |
| Employer identification number (EIN): | 800272309 |
| NAIC Classification: | 541910 |
| NAIC Description: | Marketing Research and Public Opinion Polling |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2012-01-01 | JAMES R WHELAN | 2012-12-18 | ||
| 001 | 2011-01-01 | JAMES WHELAN | 2012-06-18 |