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EMPLOYEE BENEFIT ADVISORS, INC. 401(K) PLAN 401k Plan overview

Plan NameEMPLOYEE BENEFIT ADVISORS, INC. 401(K) PLAN
Plan identification number 001

EMPLOYEE BENEFIT ADVISORS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

EMPLOYEE BENEFIT ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYEE BENEFIT ADVISORS, INC.
Employer identification number (EIN):030597698
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT ADVISORS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ELIZABETH PANAGIOTOU2024-03-22 ELIZABETH PANAGIOTOU2024-03-22
0012022-01-01ELIZABETH PANAGIOTOU2023-05-23 ELIZABETH PANAGIOTOU2023-05-23
0012021-01-01ELIZABETH PANAGIOTOU2022-02-28 ELIZABETH PANAGIOTOU2022-02-28
0012020-01-01ELIZABETH PANAGIOTOU2021-04-14 ELIZABETH PANAGIOTOU2021-04-14
0012019-01-01ELIZABETH PANAGIOTOU2020-03-16 ELIZABETH PANAGIOTOU2020-03-16
0012018-01-01ELIZABETH PANAGIOTOU2019-03-19 ELIZABETH PANAGIOTOU2019-03-19
0012017-01-01ELIZABETH PANAGIOTOU2018-04-25 ELIZABETH PANAGIOTOU2018-04-25
0012016-01-01ELIZABETH PANAGIOTOU2017-03-10 ELIZABETH PANAGIOTOU2017-03-10
0012015-01-01ELIZABETH PANAGIOTOU2016-02-29 ELIZABETH PANAGIOTOU2016-02-29
0012014-01-01KEITH CRAWFORD2015-03-31 KEITH CRAWFORD2015-03-31
0012013-01-01KEITH CRAWFORD2014-04-28 KEITH CRAWFORD2014-04-28
0012012-01-01KEITH CRAWFORD2013-05-13 KEITH CRAWFORD2013-05-13
0012011-01-01KEITH C. CRAWFORD KEITH C. CRAWFORD2012-03-13
0012009-01-01KEITH C. CRAWFORD KEITH C. CRAWFORD2010-04-08

Financial Data on EMPLOYEE BENEFIT ADVISORS, INC. 401(K) PLAN

Measure Date Value
2025 : EMPLOYEE BENEFIT ADVISORS, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-180
Net assets as of the end of the plan year2025-03-18576863
Total assets as of the beginning of the plan year2025-03-18500274
Participant contributions to plan in this plan year2025-03-1817380
Value of participant loans at end of plan year2025-03-1824155
Other income to plan in this plan year2025-03-1853768
Plan net income in this plan year2025-03-1876589
Net assets as of the end of the plan year2025-03-18576863
Net assets as of the beginning of the plan year2025-03-18500274
Employer contributions to plan in this plan year2025-03-185441
Fees paid to broker by Benefit Provider2025-03-18270
2024 : EMPLOYEE BENEFIT ADVISORS, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-220
Net assets as of the end of the plan year2024-03-22500274
Total assets as of the beginning of the plan year2024-03-22416906
Participant contributions to plan in this plan year2024-03-2217380
Value of participant loans at end of plan year2024-03-2230753
Other income to plan in this plan year2024-03-2260546
Plan net income in this plan year2024-03-2283368
Net assets as of the end of the plan year2024-03-22500274
Net assets as of the beginning of the plan year2024-03-22416906
Employer contributions to plan in this plan year2024-03-225442
Fees paid to broker by Benefit Provider2024-03-22223
2011 : EMPLOYEE BENEFIT ADVISORS, INC. 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$43,642
Expenses. Total of all expenses incurred2011-12-31$1,081
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$192,348
Total plan assets at beginning of year2011-12-31$149,787
Total contributions received or receivable from participants2011-12-31$41,717
Expenses. Other expenses not covered elsewhere2011-12-31$1,081
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-5,502
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$42,561
Net plan assets at end of year (total assets less liabilities)2011-12-31$192,348
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$149,787
Assets. Value of participant loans2011-12-31$1,403
Total contributions received or receivable from employer(s)2011-12-31$7,427
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : EMPLOYEE BENEFIT ADVISORS, INC. 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$52,271
Expenses. Total of all expenses incurred2010-12-31$778
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$149,787
Total plan assets at beginning of year2010-12-31$98,294
Total contributions received or receivable from participants2010-12-31$29,683
Expenses. Other expenses not covered elsewhere2010-12-31$778
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$16,068
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$51,493
Net plan assets at end of year (total assets less liabilities)2010-12-31$149,787
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$98,294
Assets. Value of participant loans2010-12-31$2,517
Total contributions received or receivable from employer(s)2010-12-31$6,520
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for EMPLOYEE BENEFIT ADVISORS, INC. 401(K) PLAN

2011: EMPLOYEE BENEFIT ADVISORS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFIT ADVISORS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65646
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65646
Policy instance 1

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