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A & C MANAGEMENT GROUP, LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameA & C MANAGEMENT GROUP, LTD. 401(K) PROFIT SHARING PLAN
Plan identification number 001

A & C MANAGEMENT GROUP, LTD. 401(K) 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.
  • 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

A & C MANAGEMENT GROUP, LTD. has sponsored the creation of one or more 401k plans.

Company Name:A & C MANAGEMENT GROUP, LTD.
Employer identification number (EIN):134217158
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A & C MANAGEMENT GROUP, LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01AUDREY LYNN NESSIM2023-04-26 AUDREY LYNN NESSIM2023-04-26
0012021-01-01AUDREY NESSIM2022-03-17 AUDREY NESSIM2022-03-17
0012020-01-01AUDREY NESSIM2021-03-12 AUDREY NESSIM2021-03-12
0012019-01-01AUDREY LYNN NESSIM2020-02-04 AUDREY LYNN NESSIM2020-02-04
0012018-01-01AUDREY NESSIM2019-04-12 AUDREY NESSIM2019-04-12
0012017-01-01AUDREY NESSIM2018-06-05 AUDREY NESSIM2018-06-05
0012016-01-01AUDREY NESSIM2017-06-06 AUDREY NESSIM2017-06-06
0012015-01-01AUDREY NESSIM2016-06-01 AUDREY NESSIM2016-06-01
0012014-01-01AUDREY NESSIM2015-05-03 AUDREY NESSIM2015-05-03
0012013-01-01AUDREY NESSIM2014-08-02 AUDREY NESSIM2014-08-02
0012012-01-01AUDREY NESSIM2013-09-25 AUDREY NESSIM2013-09-25
0012011-01-01AUDREY NESSIM2012-07-04 AUDREY NESSIM2012-07-04
0012010-01-01AUDREY NESSIM2011-07-05 AUDREY NESSIM2011-07-05

Plan Statistics for A & C MANAGEMENT GROUP, LTD. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for A & C MANAGEMENT GROUP, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: A & C MANAGEMENT GROUP, LTD. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-155
Total number of particpants at end of year2025-05-156
Number of Participants With Account Balances2025-05-156
2024: A & C MANAGEMENT GROUP, LTD. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-115
Total number of particpants at end of year2024-04-115
Number of Participants With Account Balances2024-04-115

Financial Data on A & C MANAGEMENT GROUP, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : A & C MANAGEMENT GROUP, LTD. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-150
Total expenses incurred by plan in this plan year2025-05-15257
Net assets as of the end of the plan year2025-05-151277772
Total assets as of the beginning of the plan year2025-05-151072035
Value of plan covered by a fidelity bond2025-05-15150000
Participant contributions to plan in this plan year2025-05-1568371
Value of participant loans at end of plan year2025-05-1526834
Other income to plan in this plan year2025-05-1561395
Plan net income in this plan year2025-05-15205737
Net assets as of the end of the plan year2025-05-151277772
Net assets as of the beginning of the plan year2025-05-151072035
Employer contributions to plan in this plan year2025-05-1576228
Fees paid to broker by Benefit Provider2025-05-15693
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-15257
2024 : A & C MANAGEMENT GROUP, LTD. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-04-110
Total liabilities as of the beginning of the plan year2024-04-110
Total expenses incurred by plan in this plan year2024-04-11389
Net assets as of the end of the plan year2024-04-111072035
Total assets as of the beginning of the plan year2024-04-11879299
Value of plan covered by a fidelity bond2024-04-111000000
Participant contributions to plan in this plan year2024-04-1180235
Value of participant loans at end of plan year2024-04-1110008
Other income to plan in this plan year2024-04-1159775
Plan net income in this plan year2024-04-11192736
Net assets as of the end of the plan year2024-04-111072035
Net assets as of the beginning of the plan year2024-04-11879299
Employer contributions to plan in this plan year2024-04-1153115
Fees paid to broker by Benefit Provider2024-04-11688
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-11388

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