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

Plan NameTHE MISNER AGENCY, INC. PROFIT SHARING PLAN
Plan identification number 002

THE MISNER 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 MISNER AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE MISNER AGENCY, INC.
Employer identification number (EIN):141599194
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about THE MISNER AGENCY, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1978-03-27
Company Identification Number: 479578
Legal Registered Office Address: PO BOX 87
489 ROUTE 52
WOODBOURNE
United States of America (USA)
12788

More information about THE MISNER AGENCY, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01GREGORY GOLDSTEIN2023-09-15
0022021-01-01GREGORY GOLDSTEIN2022-10-05
0022020-01-01GREGORY GOLDSTEIN2021-07-12
0022019-01-01GREGORY GOLDSTEIN2020-09-29
0022018-01-01GREGORY GOLDSTEIN2019-10-08
0022017-01-01GREGORY GOLDSTEIN2018-09-18
0022016-01-01GREGORY GOLDSTEIN2017-10-04
0022015-01-01GREGORY GOLDSTEIN2016-10-13
0022014-01-01GREGORY GOLDSTEIN2015-10-15
0022013-01-01GREGORY J. GOLDSTEIN2014-10-02
0022012-01-01GREGORY J. GOLDSTEIN2013-07-22
0022011-01-01GREGORY J. GOLDSTEIN2012-10-15
0022010-01-01GREGORY J. GOLDSTEIN
0022009-01-01GREGORY J. GOLDSTEIN GREGORY J. GOLDSTEIN2010-08-03

Plan Statistics for THE MISNER AGENCY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for THE MISNER AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2010: THE MISNER AGENCY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0116
Total number of active participants reported on line 7a of the Form 55002010-01-0116
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0116
Number of participants with account balances2010-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE MISNER AGENCY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

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

Measure Date Value
2010 : THE MISNER AGENCY, INC. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
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$191,583
Expenses. Total of all expenses incurred2010-12-31$17,884
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,426,795
Total plan assets at beginning of year2010-12-31$2,253,096
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$0
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$108,504
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$173,699
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,426,795
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,253,096
Total contributions received or receivable from employer(s)2010-12-31$83,079
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$17,884
2009 : THE MISNER 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 MISNER AGENCY, INC. PROFIT SHARING PLAN

2010: THE MISNER AGENCY, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE MISNER AGENCY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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