401k Plan data: PARTNERS ADVANTAGE INSURANCE SERVICES, LLC 401K PLAN plan

PARTNERS ADVANTAGE INSURANCE SERVICES, LLC 401K PLAN 401k Plan overview

Plan Name	PARTNERS ADVANTAGE INSURANCE SERVICES, LLC 401K PLAN
Plan identification number	001

PARTNERS ADVANTAGE INSURANCE SERVICES, LLC 401K 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

PARTNERS ADVANTAGE INSURANCE SERVIC ES, LLC has sponsored the creation of one or more 401k plans.

Company Name: PARTNERS ADVANTAGE INSURANCE SERVIC ES, LLC

Employer identification number (EIN): 710941992

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERS ADVANTAGE INSURANCE SERVICES, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 PATRICK AMAYA 2019-07-31
001 2018-01-01 PATRICK AMAYA 2019-06-07
001 2017-01-01 SCOTT TIETZ 2018-05-31 SCOTT TIETZ 2018-05-31
001 2016-01-01 LISA LEACH 2017-06-20 SCOTT TIETZ 2017-06-20
001 2015-01-01 LISA LEACH 2016-06-15 LISA LEACH 2016-06-15
001 2014-01-01 SCOTT TIETZ 2015-06-22
001 2013-01-01 SCOTT TIETZ 2014-07-17 SCOTT TIETZ 2014-07-17
001 2012-01-01 SCOTT TIETZ 2013-07-17 SCOTT TIETZ 2013-07-17
001 2011-01-01 SCOTT TIETZ 2012-07-12 SCOTT TIETZ 2012-07-12
001 2010-01-01 SCOTT TIETZ 2011-06-21 SCOTT TIETZ 2011-06-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	PATRICK AMAYA	2019-07-31
001	2018-01-01	PATRICK AMAYA	2019-06-07
001	2017-01-01	SCOTT TIETZ	2018-05-31	SCOTT TIETZ	2018-05-31
001	2016-01-01	LISA LEACH	2017-06-20	SCOTT TIETZ	2017-06-20
001	2015-01-01	LISA LEACH	2016-06-15	LISA LEACH	2016-06-15
001	2014-01-01	SCOTT TIETZ	2015-06-22
001	2013-01-01	SCOTT TIETZ	2014-07-17	SCOTT TIETZ	2014-07-17
001	2012-01-01	SCOTT TIETZ	2013-07-17	SCOTT TIETZ	2013-07-17
001	2011-01-01	SCOTT TIETZ	2012-07-12	SCOTT TIETZ	2012-07-12
001	2010-01-01	SCOTT TIETZ	2011-06-21	SCOTT TIETZ	2011-06-21

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Company Name:	PARTNERS ADVANTAGE INSURANCE SERVIC ES, LLC
Employer identification number (EIN):	710941992
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages