401k Plan data: NEW AGENCY PARTNERS, LLC 401(K) PLAN plan

NEW AGENCY PARTNERS, LLC 401(K) PLAN 401k Plan overview

Plan Name	NEW AGENCY PARTNERS, LLC 401(K) PLAN
Plan identification number	002

NEW AGENCY PARTNERS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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

NEW AGENCY PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: NEW AGENCY PARTNERS, LLC

Employer identification number (EIN): 200892918

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about NEW AGENCY PARTNERS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4087663

More information about NEW AGENCY PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW AGENCY PARTNERS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-11-01 STEVE PECK

Plan Statistics for NEW AGENCY PARTNERS, LLC 401(K) PLAN

401k plan membership statisitcs for NEW AGENCY PARTNERS, LLC 401(K) PLAN

Measure Date Value
2021: NEW AGENCY PARTNERS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
2020: NEW AGENCY PARTNERS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Total participants 2020-01-01 0
2019: NEW AGENCY PARTNERS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 21
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 24
Number of participants with account balances 2019-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NEW AGENCY PARTNERS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 23
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 24
Number of participants with account balances 2018-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: NEW AGENCY PARTNERS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-11-01 21
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 21
Number of retired or separated participants receiving benefits 2017-11-01 0
Number of other retired or separated participants entitled to future benefits 2017-11-01 0
Total of all active and inactive participants 2017-11-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-11-01 0
Total participants 2017-11-01 21
Number of participants with account balances 2017-11-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-11-01 0

Measure	Date	Value
2021: NEW AGENCY PARTNERS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
2020: NEW AGENCY PARTNERS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Total participants	2020-01-01	0
2019: NEW AGENCY PARTNERS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	21
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	24
Number of participants with account balances	2019-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NEW AGENCY PARTNERS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	23
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	24
Number of participants with account balances	2018-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: NEW AGENCY PARTNERS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-11-01	21
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	21
Number of retired or separated participants receiving benefits	2017-11-01	0
Number of other retired or separated participants entitled to future benefits	2017-11-01	0
Total of all active and inactive participants	2017-11-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-11-01	0
Total participants	2017-11-01	21
Number of participants with account balances	2017-11-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-11-01	0

Financial Data on NEW AGENCY PARTNERS, LLC 401(K) PLAN

Measure	Date	Value
2021 : NEW AGENCY PARTNERS, LLC 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-07-30	$0
Total plan liabilities at end of year	2021-07-30	$0
Total plan liabilities at beginning of year	2021-07-30	$0
Total income from all sources	2021-07-30	$-7
Expenses. Total of all expenses incurred	2021-07-30	$1,465
Benefits paid (including direct rollovers)	2021-07-30	$1,465
Total plan assets at end of year	2021-07-30	$0
Total plan assets at beginning of year	2021-07-30	$1,472
Value of fidelity bond covering the plan	2021-07-30	$500,000
Total contributions received or receivable from participants	2021-07-30	$0
Expenses. Other expenses not covered elsewhere	2021-07-30	$0
Contributions received from other sources (not participants or employers)	2021-07-30	$0
Other income received	2021-07-30	$-7
Noncash contributions received	2021-07-30	$0
Net income (gross income less expenses)	2021-07-30	$-1,472
Net plan assets at end of year (total assets less liabilities)	2021-07-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-07-30	$1,472
Total contributions received or receivable from employer(s)	2021-07-30	$0
Value of certain deemed distributions of participant loans	2021-07-30	$0
Value of corrective distributions	2021-07-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-07-30	$0
2020 : NEW AGENCY PARTNERS, LLC 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$-657,137
Expenses. Total of all expenses incurred	2020-12-31	$4,011,492
Benefits paid (including direct rollovers)	2020-12-31	$4,007,756
Total plan assets at end of year	2020-12-31	$1,472
Total plan assets at beginning of year	2020-12-31	$4,670,101
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$-657,137
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-4,668,629
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,472
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,670,101
Assets. Value of participant loans	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,736
2019 : NEW AGENCY PARTNERS, LLC 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,285,094
Expenses. Total of all expenses incurred	2019-12-31	$143,639
Benefits paid (including direct rollovers)	2019-12-31	$136,563
Total plan assets at end of year	2019-12-31	$4,670,101
Total plan assets at beginning of year	2019-12-31	$3,528,646
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$227,655
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$11,003
Other income received	2019-12-31	$970,498
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,141,455
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,670,101
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,528,646
Assets. Value of participant loans	2019-12-31	$22,655
Total contributions received or receivable from employer(s)	2019-12-31	$75,938
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$7,076
2018 : NEW AGENCY PARTNERS, LLC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-44,417
Expenses. Total of all expenses incurred	2018-12-31	$490,147
Benefits paid (including direct rollovers)	2018-12-31	$483,895
Total plan assets at end of year	2018-12-31	$3,528,646
Total plan assets at beginning of year	2018-12-31	$4,063,210
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$196,118
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$2,705
Other income received	2018-12-31	$-300,088
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-534,564
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,528,646
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,063,210
Assets. Value of participant loans	2018-12-31	$43,304
Total contributions received or receivable from employer(s)	2018-12-31	$56,848
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$6,252
2017 : NEW AGENCY PARTNERS, LLC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$3,913,660
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$149,550
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$4,063,210
Total plan assets at beginning of year	2017-12-31	$0
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$31,054
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$113,934
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$149,550
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,063,210
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Assets. Value of participant loans	2017-12-31	$50,769
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$4,562
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0

Form 5500 Responses for NEW AGENCY PARTNERS, LLC 401(K) PLAN

2021: NEW AGENCY PARTNERS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NEW AGENCY PARTNERS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NEW AGENCY PARTNERS, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NEW AGENCY PARTNERS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NEW AGENCY PARTNERS, LLC 401(K) PLAN 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	First time form 5500 has been submitted	Yes
2017-11-01	Submission has been amended	No
2017-11-01	This submission is the final filing	No
2017-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-11-01	Plan is a collectively bargained plan	No
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NEW AGENCY PARTNERS, LLC
Employer identification number (EIN):	200892918
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4087663