401k Plan data: THE WILSON AGENCY, LLC 401(K) PROFIT SHARING PLAN AND TRUST plan

THE WILSON AGENCY, LLC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	THE WILSON AGENCY, LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

THE WILSON AGENCY, LLC 401(K) PROFIT SHARING PLAN AND TRUST 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
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.
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

THE WILSON AGENCY, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE WILSON AGENCY, LLC

Employer identification number (EIN): 920157060

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about THE WILSON AGENCY, LLC

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2011-12-07

Company Identification Number: 20111677128

Legal Registered Office Address: 920 E COUNTY RD 8

BERTHOUD
United States of America (USA)
80513

More information about THE WILSON AGENCY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILSON AGENCY, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01 NELSON DEFENDORF 2015-11-23 NELSON DEFENDORF 2015-11-23
001 2014-01-01 NELSON DEFENDORF 2015-10-15 NELSON DEFENDORF 2015-10-15
001 2013-01-01 NELSON DEFENDORF 2014-09-16 NELSON DEFENDORF 2014-09-16
001 2012-01-01 NELSON DEFENDORF 2013-09-27 NELSON DEFENDORF 2013-09-27
001 2011-01-01 NELSON DEFENDORF 2012-10-15 NELSON DEFENDORF 2012-10-15
001 2010-01-01 LON G. WILSON 2011-07-28 LON G. WILSON 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01
001	2014-01-01	NELSON DEFENDORF	2015-11-23	NELSON DEFENDORF	2015-11-23
001	2014-01-01	NELSON DEFENDORF	2015-10-15	NELSON DEFENDORF	2015-10-15
001	2013-01-01	NELSON DEFENDORF	2014-09-16	NELSON DEFENDORF	2014-09-16
001	2012-01-01	NELSON DEFENDORF	2013-09-27	NELSON DEFENDORF	2013-09-27
001	2011-01-01	NELSON DEFENDORF	2012-10-15	NELSON DEFENDORF	2012-10-15
001	2010-01-01	LON G. WILSON	2011-07-28	LON G. WILSON	2011-07-28

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Company Name:	THE WILSON AGENCY, LLC
Employer identification number (EIN):	920157060
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2011-12-07
Company Identification Number:	20111677128
Legal Registered Office Address:	920 E COUNTY RD 8 BERTHOUD United States of America (USA) 80513