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C & D PROFESSIONAL INSURANCE SERVICES, LLC 401(K) P/S PLAN 401k Plan overview

Plan NameC & D PROFESSIONAL INSURANCE SERVICES, LLC 401(K) P/S PLAN
Plan identification number 001

C & D PROFESSIONAL INSURANCE SERVICES, LLC 401(K) P/S 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

C & D PROFESSIONAL INSURANCE SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:C & D PROFESSIONAL INSURANCE SERVICES, LLC
Employer identification number (EIN):200805683
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C & D PROFESSIONAL INSURANCE SERVICES, LLC 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID LOKEN2024-10-02
0012022-01-01DAVID LOKEN2023-09-07
0012021-01-01RANDI SOMMERFELD2022-07-01
0012020-01-01RANDI SOMMERFELD2021-08-12
0012019-01-01RANDI SOMMERFELD2020-06-17
0012018-01-01RANDI SOMMERFELD2019-06-07
0012017-01-01CHUCK MCDANIEL2018-04-04
0012016-01-01CHUCK MCDANIEL2017-04-20
0012015-01-01CHUCK MCDANIEL2016-05-26
0012014-01-01CHUCK MCDANIEL2015-06-25
0012013-01-01CHUCK MCDANIEL2014-06-10

Financial Data on C & D PROFESSIONAL INSURANCE SERVICES, LLC 401(K) P/S PLAN

Measure Date Value
2024 : C & D PROFESSIONAL INSURANCE SERVICES, LLC 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-020
Total expenses incurred by plan in this plan year2024-10-021607
Net assets as of the end of the plan year2024-10-02459236
Total assets as of the beginning of the plan year2024-10-02359368
Value of plan covered by a fidelity bond2024-10-0225000
Participant contributions to plan in this plan year2024-10-0223489
Other income to plan in this plan year2024-10-0271149
Plan net income in this plan year2024-10-0299868
Net assets as of the end of the plan year2024-10-02459236
Net assets as of the beginning of the plan year2024-10-02359368
Employer contributions to plan in this plan year2024-10-026837
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-021607
2022 : C & D PROFESSIONAL INSURANCE SERVICES, LLC 401(K) P/S PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-010
Total liabilities as of the beginning of the plan year2022-07-010
Total expenses incurred by plan in this plan year2022-07-011296
Net assets as of the end of the plan year2022-07-01368596
Total assets as of the beginning of the plan year2022-07-01273485
Value of plan covered by a fidelity bond2022-07-0125000
Participant contributions to plan in this plan year2022-07-0141251
Other expenses paid from plan in this plan year2022-07-010
Other contributions to plan in this plan year2022-07-010
Other income to plan in this plan year2022-07-0145966
Plan net income in this plan year2022-07-0195111
Net assets as of the end of the plan year2022-07-01368596
Net assets as of the beginning of the plan year2022-07-01273485
Employer contributions to plan in this plan year2022-07-019190
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-011296

Potentially related plans

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