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SNELLINGS WALTERS INSURANCE AGENCY WEALTH ACCUMULATION PLAN 401k Plan overview

Plan NameSNELLINGS WALTERS INSURANCE AGENCY WEALTH ACCUMULATION PLAN
Plan identification number 001

SNELLINGS WALTERS INSURANCE AGENCY WEALTH ACCUMULATION PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

SNELLINGS WALTERS INSURANCE AGENCY has sponsored the creation of one or more 401k plans.

Company Name:SNELLINGS WALTERS INSURANCE AGENCY
Employer identification number (EIN):580970646
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SNELLINGS WALTERS INSURANCE AGENCY WEALTH ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRANNON JOHNSTON2024-05-29
0012022-01-01
0012021-01-01BRANNON JOHNSTON2022-07-28
0012020-01-01
0012019-01-01BRANNON JOHNSTON2020-04-07 BRANNON JOHNSTON2020-04-07
0012018-01-01
0012017-01-01
0012016-01-01JOHN SNELLINGS2017-09-25
0012015-01-01JOHN SNELLINGS2016-10-14
0012014-01-01JOHN SNELLINGS2016-04-11
0012014-01-01JOHN SNELLINGS2015-10-09
0012013-01-01JOHN SNELLINGS2014-07-01 JOHN SNELLINGS2014-07-01
0012012-01-01JOHN SNELLINGS2013-06-12 JOHN SNELLINGS2013-06-12
0012011-01-01JOHN SNELLINGS2012-06-11 JOHN SNELLINGS2012-06-11
0012010-01-01ANN SNELLINGS-LEAL2011-06-06 ANN SNELLINGS-LEAL2011-06-06

Financial Data on SNELLINGS WALTERS INSURANCE AGENCY WEALTH ACCUMULATION PLAN

Measure Date Value
2025 : SNELLINGS WALTERS INSURANCE AGENCY WEALTH ACCUMULATION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-10299371
Net assets as of the end of the plan year2025-02-1014496666
Total assets as of the beginning of the plan year2025-02-1011965259
Value of plan covered by a fidelity bond2025-02-101000000
Participant contributions to plan in this plan year2025-02-10804453
Value of participant loans at end of plan year2025-02-1071545
Other contributions to plan in this plan year2025-02-1054196
Other income to plan in this plan year2025-02-101629941
Plan net income in this plan year2025-02-102531407
Net assets as of the end of the plan year2025-02-1014496666
Net assets as of the beginning of the plan year2025-02-1011965259
Employer contributions to plan in this plan year2025-02-10342188
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-1060679
2024 : SNELLINGS WALTERS INSURANCE AGENCY WEALTH ACCUMULATION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-29607911
Net assets as of the end of the plan year2024-05-2911965259
Total assets as of the beginning of the plan year2024-05-299387453
Value of plan covered by a fidelity bond2024-05-291000000
Participant contributions to plan in this plan year2024-05-29672961
Value of participant loans at end of plan year2024-05-2972827
Other income to plan in this plan year2024-05-291715854
Plan net income in this plan year2024-05-292577806
Net assets as of the end of the plan year2024-05-2911965259
Net assets as of the beginning of the plan year2024-05-299387453
Employer contributions to plan in this plan year2024-05-29796902
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2950858
2022 : SNELLINGS WALTERS INSURANCE AGENCY WEALTH ACCUMULATION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-28666621
Net assets as of the end of the plan year2022-07-2810349480
Total assets as of the beginning of the plan year2022-07-288775050
Value of plan covered by a fidelity bond2022-07-281000000
Participant contributions to plan in this plan year2022-07-28597236
Value of participant loans at end of plan year2022-07-2828395
Other contributions to plan in this plan year2022-07-28236017
Other income to plan in this plan year2022-07-281128048
Plan net income in this plan year2022-07-281574430
Net assets as of the end of the plan year2022-07-2810349480
Net assets as of the beginning of the plan year2022-07-288775050
Employer contributions to plan in this plan year2022-07-28279750
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2845815

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