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JEFFREY S AYSCUE AGENCY INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameJEFFREY S AYSCUE AGENCY INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

JEFFREY S AYSCUE AGENCY INC 401 K PROFIT SHARING PLAN TRUST 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JEFFREY S AYSCUE AGENCY INC has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY S AYSCUE AGENCY INC
Employer identification number (EIN):061837624
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about JEFFREY S AYSCUE AGENCY INC

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 1030144

More information about JEFFREY S AYSCUE AGENCY INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY S AYSCUE AGENCY INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CYNTHIA E AYSCUE2024-06-28
0012022-01-01EDWARD ROJAS2023-05-25
0012021-01-01EDWARD ROJAS2022-05-17
0012020-01-01EDWARD ROJAS2021-04-26
0012019-01-01EDWARD ROJAS2020-04-17
0012018-01-01EDWARD ROJAS2019-04-24

Plan Statistics for JEFFREY S AYSCUE AGENCY INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for JEFFREY S AYSCUE AGENCY INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: JEFFREY S AYSCUE AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-226
Total number of particpants at end of year2025-07-226
Number of Participants With Account Balances2025-07-226
2024: JEFFREY S AYSCUE AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-2810
Total number of particpants at end of year2024-06-287
Number of Participants With Account Balances2024-06-286
2022: JEFFREY S AYSCUE AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-1711
Total number of particpants at end of year2022-05-1711
Number of Participants With Account Balances2022-05-1710

Financial Data on JEFFREY S AYSCUE AGENCY INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : JEFFREY S AYSCUE AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-223799
Net assets as of the end of the plan year2025-07-22507311
Total assets as of the beginning of the plan year2025-07-22391004
Value of plan covered by a fidelity bond2025-07-2240000
Participant contributions to plan in this plan year2025-07-2260287
Value of participant loans at end of plan year2025-07-223542
Other income to plan in this plan year2025-07-2252970
Plan net income in this plan year2025-07-22116307
Net assets as of the end of the plan year2025-07-22507311
Net assets as of the beginning of the plan year2025-07-22391004
Employer contributions to plan in this plan year2025-07-226849
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-223730
2024 : JEFFREY S AYSCUE AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-280
Total liabilities as of the end of the plan year2024-06-280
Total liabilities as of the beginning of the plan year2024-06-280
Total expenses incurred by plan in this plan year2024-06-2823737
Net assets as of the end of the plan year2024-06-28391004
Total assets as of the beginning of the plan year2024-06-28289707
Value of plan covered by a fidelity bond2024-06-2828971
Participant contributions to plan in this plan year2024-06-2860951
Value of participant loans at end of plan year2024-06-285113
Other expenses paid from plan in this plan year2024-06-280
Other contributions to plan in this plan year2024-06-280
Other income to plan in this plan year2024-06-2856441
Plan net income in this plan year2024-06-28101297
Net assets as of the end of the plan year2024-06-28391004
Net assets as of the beginning of the plan year2024-06-28289707
Employer contributions to plan in this plan year2024-06-287642
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-287334
2022 : JEFFREY S AYSCUE AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-170
Total liabilities as of the end of the plan year2022-05-170
Total liabilities as of the beginning of the plan year2022-05-170
Total expenses incurred by plan in this plan year2022-05-176053
Net assets as of the end of the plan year2022-05-17277501
Total assets as of the beginning of the plan year2022-05-17172594
Value of plan covered by a fidelity bond2022-05-1720000
Participant contributions to plan in this plan year2022-05-1771560
Other expenses paid from plan in this plan year2022-05-170
Other contributions to plan in this plan year2022-05-170
Other income to plan in this plan year2022-05-1731733
Plan net income in this plan year2022-05-17104907
Net assets as of the end of the plan year2022-05-17277501
Net assets as of the beginning of the plan year2022-05-17172594
Employer contributions to plan in this plan year2022-05-177667
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-176037

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