401k Plan data: R. L. MILSNER, INC. INSURANCE BROKERAGE 401(K) PLAN plan

R. L. MILSNER, INC. INSURANCE BROKERAGE 401(K) PLAN 401k Plan overview

Plan Name	R. L. MILSNER, INC. INSURANCE BROKERAGE 401(K) PLAN
Plan identification number	001

R. L. MILSNER, INC. INSURANCE BROKERAGE 401(K) 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
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

R.L. MILSNER, INC. INSURANCE BROKERAGE has sponsored the creation of one or more 401k plans.

Company Name: R.L. MILSNER, INC. INSURANCE BROKERAGE

Employer identification number (EIN): 942494656

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R. L. MILSNER, INC. INSURANCE BROKERAGE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 RICHARD MILSNER 2019-10-14 RICHARD MILSNER 2019-10-14
001 2018-01-01 RICHARD MILSNER 2019-10-07 RICHARD MILSNER 2019-10-07
001 2017-01-01 RICHARD MILSNER 2018-10-11
001 2016-01-01 JENIFER J DIMASO 2017-08-31
001 2015-01-01 JJ DIMASO 2016-10-17 JJ DIMASO 2016-10-17
001 2014-01-01 JENIFER J. DIMASO 2015-09-18
001 2013-01-01 JENIFER J. DIMASO 2014-10-09
001 2012-01-01 JENIFER J. DIMASO 2013-09-09
001 2011-01-01 JENIFER J. DIMASO 2012-09-19
001 2010-05-01 JUDY STEVENSON 2011-09-06
001 2008-05-01 JUDY KINGMA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	RICHARD MILSNER	2019-10-14	RICHARD MILSNER	2019-10-14
001	2018-01-01	RICHARD MILSNER	2019-10-07	RICHARD MILSNER	2019-10-07
001	2017-01-01	RICHARD MILSNER	2018-10-11
001	2016-01-01	JENIFER J DIMASO	2017-08-31
001	2015-01-01	JJ DIMASO	2016-10-17	JJ DIMASO	2016-10-17
001	2014-01-01	JENIFER J. DIMASO	2015-09-18
001	2013-01-01	JENIFER J. DIMASO	2014-10-09
001	2012-01-01	JENIFER J. DIMASO	2013-09-09
001	2011-01-01	JENIFER J. DIMASO	2012-09-19
001	2010-05-01	JUDY STEVENSON	2011-09-06
001	2008-05-01	JUDY KINGMA

Plan Statistics for R. L. MILSNER, INC. INSURANCE BROKERAGE 401(K) PLAN

401k plan membership statisitcs for R. L. MILSNER, INC. INSURANCE BROKERAGE 401(K) PLAN

Measure Date Value
2008: R. L. MILSNER, INC. INSURANCE BROKERAGE 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-05-01 19
Total number of active participants reported on line 7a of the Form 5500 2008-05-01 18
Number of retired or separated participants receiving benefits 2008-05-01 1
Total of all active and inactive participants 2008-05-01 19
Total participants 2008-05-01 19
Number of participants with account balances 2008-05-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-05-01 0

Measure	Date	Value
2008: R. L. MILSNER, INC. INSURANCE BROKERAGE 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-05-01	19
Total number of active participants reported on line 7a of the Form 5500	2008-05-01	18
Number of retired or separated participants receiving benefits	2008-05-01	1
Total of all active and inactive participants	2008-05-01	19
Total participants	2008-05-01	19
Number of participants with account balances	2008-05-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-05-01	0

Form 5500 Responses for R. L. MILSNER, INC. INSURANCE BROKERAGE 401(K) PLAN

2008: R. L. MILSNER, INC. INSURANCE BROKERAGE 401(K) PLAN 2008 form 5500 responses
2008-05-01	Type of plan entity	Single employer plan
2008-05-01	Submission has been amended	No
2008-05-01	This submission is the final filing	No
2008-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-05-01	Plan is a collectively bargained plan	No
2008-05-01	Plan funding arrangement – Trust	Yes
2008-05-01	Plan benefit arrangement - Trust	Yes

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Company Name:	R.L. MILSNER, INC. INSURANCE BROKERAGE
Employer identification number (EIN):	942494656
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages