401k Plan data: CORE PROGRAMS 401(K) PLAN plan

CORE PROGRAMS 401(K) PLAN 401k Plan overview

Plan Name	CORE PROGRAMS 401(K) PLAN
Plan identification number	001

CORE PROGRAMS 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

CORE PROGRAMS has sponsored the creation of one or more 401k plans.

Company Name: CORE PROGRAMS

Employer identification number (EIN): 273075068

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORE PROGRAMS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 KRISTINE KUSTRA 2021-07-29 KRISTINE KUSTRA 2021-07-29
001 2020-01-01 KRISTINE KUSTRA 2021-07-29 KRISTINE KUSTRA 2021-07-29
001 2019-01-01 KRISTINE KUSTRA 2021-07-29 KRISTINE KUSTRA 2021-07-29
001 2018-01-01 RICHARD TREZZA 2019-06-03
001 2017-01-01 RICHARD TREZZA 2018-08-20
001 2016-01-01 RICHARD TREZZA 2017-06-15
001 2015-01-01 RICHARD TREZZA 2016-06-07
001 2014-01-01 RICHARD TREZZA 2015-07-07
001 2013-01-01 RICHARD TREZZA 2014-06-02
001 2012-07-01 RICHARD TREZZA 2013-06-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	KRISTINE KUSTRA	2021-07-29	KRISTINE KUSTRA	2021-07-29
001	2020-01-01	KRISTINE KUSTRA	2021-07-29	KRISTINE KUSTRA	2021-07-29
001	2019-01-01	KRISTINE KUSTRA	2021-07-29	KRISTINE KUSTRA	2021-07-29
001	2018-01-01	RICHARD TREZZA	2019-06-03
001	2017-01-01	RICHARD TREZZA	2018-08-20
001	2016-01-01	RICHARD TREZZA	2017-06-15
001	2015-01-01	RICHARD TREZZA	2016-06-07
001	2014-01-01	RICHARD TREZZA	2015-07-07
001	2013-01-01	RICHARD TREZZA	2014-06-02
001	2012-07-01	RICHARD TREZZA	2013-06-20

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Company Name:	CORE PROGRAMS
Employer identification number (EIN):	273075068
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages