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EMPLOYEE BENEFIT PLAN OF CONNELL & CURLEY INSURANCE AGENCY,INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF CONNELL & CURLEY INSURANCE AGENCY,INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF CONNELL & CURLEY INSURANCE AGENCY,INC. Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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

Company Name:CONNELL & CURLEY INSURANCE AGENCY, INC.
Employer identification number (EIN):042384678
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF CONNELL & CURLEY INSURANCE AGENCY,INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01KRISTEN CONNELL2024-02-07
0012021-07-01KRISTEN CONNELL2024-02-07
0012020-07-01KRISTEN CONNELL2022-04-11
0012019-07-01KRISTEN CONNELL2021-04-08
0012017-07-01KRISTEN CONNELL2018-10-01
0012017-07-01KRISTEN CONNELL2019-01-17
0012013-07-01KRISTEN CONNELL2014-12-29 KRISTEN CONNELL2014-12-29
0012012-07-01KRISTEN CONNELL2013-12-13 KRISTEN CONNELL2013-12-13
0012011-07-01KRISTEN CONNELL2012-12-21 KRISTEN CONNELL2012-12-21
0012010-07-01KRISTEN CONNELL2011-11-11 KRISTEN CONNELL2011-11-11

Plan Statistics for EMPLOYEE BENEFIT PLAN OF CONNELL & CURLEY INSURANCE AGENCY,INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF CONNELL & CURLEY INSURANCE AGENCY,INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF CONNELL & CURLEY INSURANCE AGENCY,INC. 2025 401k membership
Total number of particpants at beginning of year2025-10-0710
Total number of particpants at end of year2025-10-077
Number of Participants With Account Balances2025-10-077
Total number of particpants at beginning of year2025-01-3010
Total number of particpants at end of year2025-01-3010
Number of Participants With Account Balances2025-01-309
2024: EMPLOYEE BENEFIT PLAN OF CONNELL & CURLEY INSURANCE AGENCY,INC. 2024 401k membership
Total number of particpants at beginning of year2024-02-079
Total number of particpants at end of year2024-02-0710
Number of Participants With Account Balances2024-02-0710

Financial Data on EMPLOYEE BENEFIT PLAN OF CONNELL & CURLEY INSURANCE AGENCY,INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF CONNELL & CURLEY INSURANCE AGENCY,INC. 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-070
Total expenses incurred by plan in this plan year2025-10-0711467
Net assets as of the end of the plan year2025-10-074477032
Total assets as of the beginning of the plan year2025-10-074119245
Value of plan covered by a fidelity bond2025-10-07350000
Participant contributions to plan in this plan year2025-10-0750369
Other income to plan in this plan year2025-10-07299462
Plan net income in this plan year2025-10-07357787
Net assets as of the end of the plan year2025-10-074477032
Net assets as of the beginning of the plan year2025-10-074119245
Employer contributions to plan in this plan year2025-10-0719423
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-077049
Total transfers to/from plan in this plan year2025-01-300
Total liabilities as of the end of the plan year2025-01-300
Total liabilities as of the beginning of the plan year2025-01-300
Total expenses incurred by plan in this plan year2025-01-30257189
Net assets as of the end of the plan year2025-01-304119245
Total assets as of the beginning of the plan year2025-01-303469112
Value of plan covered by a fidelity bond2025-01-30350000
Participant contributions to plan in this plan year2025-01-3043842
Other expenses paid from plan in this plan year2025-01-300
Other contributions to plan in this plan year2025-01-300
Other income to plan in this plan year2025-01-30845598
Plan net income in this plan year2025-01-30650133
Net assets as of the end of the plan year2025-01-304119245
Net assets as of the beginning of the plan year2025-01-303469112
Employer contributions to plan in this plan year2025-01-3017882
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-3070
2024 : EMPLOYEE BENEFIT PLAN OF CONNELL & CURLEY INSURANCE AGENCY,INC. 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-02-070
Total expenses incurred by plan in this plan year2024-02-0766
Net assets as of the end of the plan year2024-02-072962615
Total assets as of the beginning of the plan year2024-02-073503199
Value of plan covered by a fidelity bond2024-02-07400000
Participant contributions to plan in this plan year2024-02-0749632
Other expenses paid from plan in this plan year2024-02-0766
Other income to plan in this plan year2024-02-07-609054
Plan net income in this plan year2024-02-07-540584
Net assets as of the end of the plan year2024-02-072962615
Net assets as of the beginning of the plan year2024-02-073503199
Employer contributions to plan in this plan year2024-02-0718904
Fees paid to broker by Benefit Provider2024-02-07148

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