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ALLIANCE INSURANCE SERVICES, LLC 401(K) PLAN 401k Plan overview

Plan NameALLIANCE INSURANCE SERVICES, LLC 401(K) PLAN
Plan identification number 001

ALLIANCE INSURANCE SERVICES, LLC 401(K) 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.
  • 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

ALLIANCE INSURANCE SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:ALLIANCE INSURANCE SERVICES, LLC
Employer identification number (EIN):200949776
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIANCE INSURANCE SERVICES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01CHRISTOPHER COOK2021-05-28 CHRISTOPHER COOK2021-05-28
0012018-01-01CHRISTOPHER COOK2019-05-17 CHRISTOPHER COOK2019-05-17
0012017-01-01CHRISTOPHER COOK2018-06-05
0012016-01-01CHRISTOPHER COOK2017-06-12 CHRISTOPHER COOK2017-06-12
0012015-01-01CHRISTOPHER COOK2016-05-26

Plan Statistics for ALLIANCE INSURANCE SERVICES, LLC 401(K) PLAN

401k plan membership statisitcs for ALLIANCE INSURANCE SERVICES, LLC 401(K) PLAN

Measure Date Value
2025: ALLIANCE INSURANCE SERVICES, LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-1335
Total number of particpants at end of year2025-05-1341
Number of Participants With Account Balances2025-05-1338
2024: ALLIANCE INSURANCE SERVICES, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-2922
Total number of particpants at end of year2024-08-2935
Number of Participants With Account Balances2024-08-2921
2022: ALLIANCE INSURANCE SERVICES, LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-0618
Total number of particpants at end of year2022-09-0616
Number of Participants With Account Balances2022-09-060

Financial Data on ALLIANCE INSURANCE SERVICES, LLC 401(K) PLAN

Measure Date Value
2025 : ALLIANCE INSURANCE SERVICES, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-136435
Net assets as of the end of the plan year2025-05-131177114
Total assets as of the beginning of the plan year2025-05-13914138
Value of plan covered by a fidelity bond2025-05-13100000
Participant contributions to plan in this plan year2025-05-1398344
Other income to plan in this plan year2025-05-13122693
Plan net income in this plan year2025-05-13262976
Net assets as of the end of the plan year2025-05-131177114
Net assets as of the beginning of the plan year2025-05-13914138
Employer contributions to plan in this plan year2025-05-1348374
Fees paid to broker by Benefit Provider2025-05-13543
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-135527
2024 : ALLIANCE INSURANCE SERVICES, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-2919004
Net assets as of the end of the plan year2024-08-29914138
Total assets as of the beginning of the plan year2024-08-29634392
Value of plan covered by a fidelity bond2024-08-29100000
Participant contributions to plan in this plan year2024-08-2983841
Other expenses paid from plan in this plan year2024-08-290
Other contributions to plan in this plan year2024-08-290
Other income to plan in this plan year2024-08-29104506
Plan net income in this plan year2024-08-29279746
Net assets as of the end of the plan year2024-08-29914138
Net assets as of the beginning of the plan year2024-08-29634392
Employer contributions to plan in this plan year2024-08-29110403
Fees paid to broker by Benefit Provider2024-08-29891
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-294295
2022 : ALLIANCE INSURANCE SERVICES, LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-0636445
Net assets as of the end of the plan year2022-09-06623185
Total assets as of the beginning of the plan year2022-09-06451744
Value of plan covered by a fidelity bond2022-09-0665000
Participant contributions to plan in this plan year2022-09-0672864
Other contributions to plan in this plan year2022-09-066401
Other income to plan in this plan year2022-09-06102964
Plan net income in this plan year2022-09-06171441
Net assets as of the end of the plan year2022-09-06623185
Net assets as of the beginning of the plan year2022-09-06451744
Employer contributions to plan in this plan year2022-09-0625657
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-063646

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