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LIGHTHOUSE INSURANCE AGENCY, LTD. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameLIGHTHOUSE INSURANCE AGENCY, LTD. 401K PROFIT SHARING PLAN
Plan identification number 001

LIGHTHOUSE INSURANCE AGENCY, LTD. 401K PROFIT SHARING PLAN 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.
  • 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

LIGHTHOUSE INSURANCE AGENCY, LTD. has sponsored the creation of one or more 401k plans.

Company Name:LIGHTHOUSE INSURANCE AGENCY, LTD.
Employer identification number (EIN):043216220
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIGHTHOUSE INSURANCE AGENCY, LTD. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRIAN BOUCHER2024-04-19
0012022-01-01BRIAN BOUCHER2023-09-27
0012021-01-01BRIAN BOUCHER2022-09-22
0012020-01-01BRIAN BOUCHER2021-07-27
0012019-01-01BRIAN BOUCHER2020-09-30
0012018-01-01MARK GROEBE2019-09-19
0012017-01-01MARK GROEBE2018-09-18
0012016-01-01MARK GROEBE2017-07-24
0012015-01-01MARK GROEBE2016-06-13
0012014-01-01MARK GROEBE2015-10-08
0012013-01-01MARK GROEBE2014-08-04
0012012-01-01MARK R. BOUCHER2013-07-01 MARK R. BOUCHER2013-07-01
0012011-01-01MARK BOUCHER2012-04-25 MARK BOUCHER2012-04-25
0012010-01-01MARK BOUCHER2011-05-06

Plan Statistics for LIGHTHOUSE INSURANCE AGENCY, LTD. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for LIGHTHOUSE INSURANCE AGENCY, LTD. 401K PROFIT SHARING PLAN

Measure Date Value
2025: LIGHTHOUSE INSURANCE AGENCY, LTD. 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1814
Total number of particpants at end of year2025-07-1812
Number of Participants With Account Balances2025-07-1812
2024: LIGHTHOUSE INSURANCE AGENCY, LTD. 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-1923
Total number of particpants at end of year2024-04-1914
Number of Participants With Account Balances2024-04-1914
2022: LIGHTHOUSE INSURANCE AGENCY, LTD. 401K PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-2224
Total number of particpants at end of year2022-09-2222
Number of Participants With Account Balances2022-09-2221

Financial Data on LIGHTHOUSE INSURANCE AGENCY, LTD. 401K PROFIT SHARING PLAN

Measure Date Value
2025 : LIGHTHOUSE INSURANCE AGENCY, LTD. 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1828707
Net assets as of the end of the plan year2025-07-181175903
Total assets as of the beginning of the plan year2025-07-181085523
Value of plan covered by a fidelity bond2025-07-18200000
Other expenses paid from plan in this plan year2025-07-186404
Other income to plan in this plan year2025-07-18119087
Plan net income in this plan year2025-07-1890380
Net assets as of the end of the plan year2025-07-181175903
Net assets as of the beginning of the plan year2025-07-181085523
Fees paid to broker by Benefit Provider2025-07-182827
2024 : LIGHTHOUSE INSURANCE AGENCY, LTD. 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-19279489
Net assets as of the end of the plan year2024-04-191085523
Total assets as of the beginning of the plan year2024-04-191194026
Value of plan covered by a fidelity bond2024-04-19200000
Other expenses paid from plan in this plan year2024-04-1910963
Other income to plan in this plan year2024-04-19167377
Plan net income in this plan year2024-04-19-108503
Net assets as of the end of the plan year2024-04-191085523
Net assets as of the beginning of the plan year2024-04-191194026
Employer contributions to plan in this plan year2024-04-193609
Fees paid to broker by Benefit Provider2024-04-193103
2022 : LIGHTHOUSE INSURANCE AGENCY, LTD. 401K PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-22143311
Net assets as of the end of the plan year2022-09-221403557
Total assets as of the beginning of the plan year2022-09-221350399
Value of plan covered by a fidelity bond2022-09-22200000
Participant contributions to plan in this plan year2022-09-229615
Other expenses paid from plan in this plan year2022-09-227544
Other income to plan in this plan year2022-09-22186854
Plan net income in this plan year2022-09-2253158
Net assets as of the end of the plan year2022-09-221403557
Net assets as of the beginning of the plan year2022-09-221350399
Fees paid to broker by Benefit Provider2022-09-223462

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