| Plan Name | JOHN C. ALLANSON INSURANCE AGENCY, INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JOHN C. ALLANSON INSURANCE AGENCY, INC. |
| Employer identification number (EIN): | 010560232 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | VINCENZO CALOIARO | 2023-10-13 | ||
| 001 | 2021-01-01 | JOHN ALLANSON | 2022-07-25 | JOHN ALLANSON | 2022-07-25 |
| 001 | 2020-01-01 | JOHN ALLANSON | 2021-07-12 | JOHN ALLANSON | 2021-07-12 |
| 001 | 2019-04-01 | JOHN ALLANSON | 2020-08-26 | JOHN ALLANSON | 2020-08-26 |
| 001 | 2015-04-01 | JOHN ALLANSON | 2017-01-12 | ||
| 001 | 2014-04-01 | JOHN ALLANSON | 2016-01-13 | ||
| 001 | 2013-04-01 | JOHN ALLANSON | 2015-01-14 | ||
| 001 | 2012-04-01 | JOHN ALLANSON | 2014-01-01 | ||
| 001 | 2011-04-01 | JOHN ALLANSON | 2013-01-04 | ||
| 001 | 2010-04-01 | JOHN ALLANSON | 2012-01-04 | JOHN ALLANSON | 2012-01-04 |
| Measure | Date | Value |
|---|---|---|
| 2022: JOHN C. ALLANSON INSURANCE AGENCY, INC. 401(K) PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-07-25 | 9 |
| Total number of particpants at end of year | 2022-07-25 | 9 |
| Number of Participants With Account Balances | 2022-07-25 | 9 |
| Measure | Date | Value |
|---|---|---|
| 2022 : JOHN C. ALLANSON INSURANCE AGENCY, INC. 401(K) PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-25 | 5037 |
| Net assets as of the end of the plan year | 2022-07-25 | 2722191 |
| Total assets as of the beginning of the plan year | 2022-07-25 | 2202383 |
| Value of plan covered by a fidelity bond | 2022-07-25 | 250000 |
| Participant contributions to plan in this plan year | 2022-07-25 | 50844 |
| Other contributions to plan in this plan year | 2022-07-25 | 0 |
| Other income to plan in this plan year | 2022-07-25 | 459890 |
| Plan net income in this plan year | 2022-07-25 | 519808 |
| Net assets as of the end of the plan year | 2022-07-25 | 2722191 |
| Net assets as of the beginning of the plan year | 2022-07-25 | 2202383 |
| Employer contributions to plan in this plan year | 2022-07-25 | 14111 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-25 | 5037 |