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THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE THOMPSON AGENCY, INC. PROFIT SHARING PLAN
Plan identification number 001

THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

THE THOMPSON AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE THOMPSON AGENCY, INC.
Employer identification number (EIN):060889243
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about THE THOMPSON AGENCY, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1990-01-01
Company Identification Number: 19891114859
Legal Registered Office Address: P O BOX 280006

LAKEWOOD
United States of America (USA)
80228

More information about THE THOMPSON AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PETER ZINNEN2024-06-13
0012022-01-01PETER ZINNEN2023-03-20
0012021-01-01PETER ZINNEN2022-06-06
0012020-01-01PETER ZINNEN2021-03-30
0012019-01-01PETER ZINNEN2020-03-10
0012018-01-01PETER ZINNEN2019-03-18
0012017-01-01ADAM THOMPSON2018-03-21
0012016-01-01FRANK THOMPSON2017-01-27
0012015-01-01FRANK THOMPSON2016-03-22
0012014-01-01FRANK THOMPSON
0012013-01-01FRANK THOMPSON
0012012-01-01ROBERT W. THOMPSON
0012011-01-01ROBERT W. THOMPSON
0012009-01-01ROBERT W. THOMPSON

Financial Data on THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-0765005
Net assets as of the end of the plan year2025-07-072982769
Total assets as of the beginning of the plan year2025-07-072726656
Value of plan covered by a fidelity bond2025-07-07500000
Participant contributions to plan in this plan year2025-07-0719823
Other income to plan in this plan year2025-07-07271295
Plan net income in this plan year2025-07-07256113
Net assets as of the end of the plan year2025-07-072982769
Net assets as of the beginning of the plan year2025-07-072726656
Employer contributions to plan in this plan year2025-07-0730000
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-078251
2024 : THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-130
Total expenses incurred by plan in this plan year2024-06-13191663
Net assets as of the end of the plan year2024-06-132726656
Total assets as of the beginning of the plan year2024-06-132574573
Value of plan covered by a fidelity bond2024-06-13500000
Participant contributions to plan in this plan year2024-06-1318688
Other income to plan in this plan year2024-06-13310058
Plan net income in this plan year2024-06-13152083
Net assets as of the end of the plan year2024-06-132726656
Net assets as of the beginning of the plan year2024-06-132574573
Employer contributions to plan in this plan year2024-06-1315000
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-137892
2022 : THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-060
Total liabilities as of the end of the plan year2022-06-060
Total liabilities as of the beginning of the plan year2022-06-060
Total expenses incurred by plan in this plan year2022-06-064384
Net assets as of the end of the plan year2022-06-063252444
Total assets as of the beginning of the plan year2022-06-062890522
Value of plan covered by a fidelity bond2022-06-06500000
Participant contributions to plan in this plan year2022-06-0616513
Value of participant loans at end of plan year2022-06-06159
Other expenses paid from plan in this plan year2022-06-060
Other contributions to plan in this plan year2022-06-060
Other income to plan in this plan year2022-06-06349793
Plan net income in this plan year2022-06-06361922
Net assets as of the end of the plan year2022-06-063252444
Net assets as of the beginning of the plan year2022-06-062890522
Employer contributions to plan in this plan year2022-06-060
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-064384
2014 : THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$343,418
Expenses. Total of all expenses incurred2014-12-31$1,370,127
Benefits paid (including direct rollovers)2014-12-31$1,332,005
Total plan assets at end of year2014-12-31$4,065,147
Total plan assets at beginning of year2014-12-31$5,091,856
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$53,096
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$284,518
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-1,026,709
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,065,147
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,091,856
Total contributions received or receivable from employer(s)2014-12-31$5,804
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$38,122
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$676,490
Expenses. Total of all expenses incurred2013-12-31$39,111
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$5,091,856
Total plan assets at beginning of year2013-12-31$4,454,477
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$79,420
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$572,070
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$637,379
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,091,856
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,454,477
Total contributions received or receivable from employer(s)2013-12-31$25,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$39,111
2012 : THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$563,216
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$4,454,477
Total plan assets at beginning of year2012-12-31$3,891,261
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$86,050
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$381,166
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$563,216
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,454,477
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,891,261
Total contributions received or receivable from employer(s)2012-12-31$96,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
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$104,378
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$3,891,261
Total plan assets at beginning of year2011-12-31$3,786,883
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$92,264
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-30,886
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$104,378
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,891,261
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,786,883
Total contributions received or receivable from employer(s)2011-12-31$43,000
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 : THE THOMPSON AGENCY, INC. PROFIT SHARING 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$510,937
Expenses. Total of all expenses incurred2010-12-31$748,648
Benefits paid (including direct rollovers)2010-12-31$740,471
Total plan assets at end of year2010-12-31$3,786,883
Total plan assets at beginning of year2010-12-31$4,024,594
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$95,312
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$331,098
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-237,711
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,786,883
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,024,594
Assets. Value of participant loans2010-12-31$182
Total contributions received or receivable from employer(s)2010-12-31$84,527
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$2,652
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN

2014: THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: THE THOMPSON AGENCY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1

Potentially related plans

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