401k Plan data: SCHULTHEIS INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN plan

SCHULTHEIS INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan Name	SCHULTHEIS INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN
Plan identification number	001

SCHULTHEIS INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCHULTHEIS INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: SCHULTHEIS INSURANCE AGENCY, INC.

Employer identification number (EIN): 351076761

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about SCHULTHEIS INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1948-06-23

Company Identification Number: 155273

Legal Registered Office Address: 1400 HAND AVENUE

ORMOND BCH

32174

More information about SCHULTHEIS INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHULTHEIS INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ANGELA M VOWELLS 2023-06-05
001 2021-01-01 BRETT SCHULTHEIS 2022-06-24
001 2020-01-01 BRETT SCHULTHEIS 2021-04-01
001 2018-01-01 BRETT SCHULTHEIS 2019-05-20
001 2017-01-01 KENAN L. SCHULTHEIS 2018-06-25
001 2016-01-01 BRETT A SCHULTHEIS 2017-07-31
001 2015-01-01 BILLIE S. HECKEL 2016-05-20
001 2014-01-01 BILLIE HECKEL 2015-07-10 BILLIE HECKEL 2015-07-10
001 2013-01-01 BILLIE S HECKEL 2014-07-23
001 2012-01-01 BILLIE HECKEL 2013-07-08 STEPHEN MOORE 2013-07-08
001 2011-01-01 STEPHEN D MOORE 2012-07-06
001 2010-01-01 BILLIE S HECKEL 2011-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ANGELA M VOWELLS	2023-06-05
001	2021-01-01	BRETT SCHULTHEIS	2022-06-24
001	2020-01-01	BRETT SCHULTHEIS	2021-04-01
001	2018-01-01	BRETT SCHULTHEIS	2019-05-20
001	2017-01-01	KENAN L. SCHULTHEIS	2018-06-25
001	2016-01-01	BRETT A SCHULTHEIS	2017-07-31
001	2015-01-01	BILLIE S. HECKEL	2016-05-20
001	2014-01-01	BILLIE HECKEL	2015-07-10	BILLIE HECKEL	2015-07-10
001	2013-01-01	BILLIE S HECKEL	2014-07-23
001	2012-01-01	BILLIE HECKEL	2013-07-08	STEPHEN MOORE	2013-07-08
001	2011-01-01	STEPHEN D MOORE	2012-07-06
001	2010-01-01	BILLIE S HECKEL	2011-07-27

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Company Name:	SCHULTHEIS INSURANCE AGENCY, INC.
Employer identification number (EIN):	351076761
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1948-06-23
Company Identification Number:	155273
Legal Registered Office Address:	1400 HAND AVENUE ORMOND BCH 32174