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ALLIANCE INSURANCE GROUP 401(K) PLAN 401k Plan overview

Plan NameALLIANCE INSURANCE GROUP 401(K) PLAN
Plan identification number 001

ALLIANCE INSURANCE GROUP 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 GROUP has sponsored the creation of one or more 401k plans.

Company Name:ALLIANCE INSURANCE GROUP
Employer identification number (EIN):201140947
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIANCE INSURANCE GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HEATHER STEWART2024-09-29

Plan Statistics for ALLIANCE INSURANCE GROUP 401(K) PLAN

401k plan membership statisitcs for ALLIANCE INSURANCE GROUP 401(K) PLAN

Measure Date Value
2025: ALLIANCE INSURANCE GROUP 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-2818
Total number of particpants at end of year2025-08-280
Number of Participants With Account Balances2025-08-280
Total number of particpants at beginning of year2025-07-0925
Total number of particpants at end of year2025-07-0918
Number of Participants With Account Balances2025-07-0918
2024: ALLIANCE INSURANCE GROUP 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-2925
Total number of particpants at end of year2024-09-2925
Number of Participants With Account Balances2024-09-2919

Financial Data on ALLIANCE INSURANCE GROUP 401(K) PLAN

Measure Date Value
2025 : ALLIANCE INSURANCE GROUP 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-280
Total liabilities as of the end of the plan year2025-08-280
Total liabilities as of the beginning of the plan year2025-08-280
Total expenses incurred by plan in this plan year2025-08-28154341
Net assets as of the end of the plan year2025-08-280
Total assets as of the beginning of the plan year2025-08-28142315
Value of plan covered by a fidelity bond2025-08-2815000
Participant contributions to plan in this plan year2025-08-280
Value of participant loans at end of plan year2025-08-280
Other expenses paid from plan in this plan year2025-08-282773
Other contributions to plan in this plan year2025-08-280
Other income to plan in this plan year2025-08-2811703
Plan net income in this plan year2025-08-28-142315
Net assets as of the end of the plan year2025-08-280
Net assets as of the beginning of the plan year2025-08-28142315
Employer contributions to plan in this plan year2025-08-28323
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-280
Total transfers to/from plan in this plan year2025-07-090
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-0917104
Net assets as of the end of the plan year2025-07-09142315
Total assets as of the beginning of the plan year2025-07-0962371
Value of plan covered by a fidelity bond2025-07-0910000
Participant contributions to plan in this plan year2025-07-0951808
Value of participant loans at end of plan year2025-07-093894
Other expenses paid from plan in this plan year2025-07-091213
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-0912007
Plan net income in this plan year2025-07-0979944
Net assets as of the end of the plan year2025-07-09142315
Net assets as of the beginning of the plan year2025-07-0962371
Employer contributions to plan in this plan year2025-07-0933233
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-090
2024 : ALLIANCE INSURANCE GROUP 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-290
Total liabilities as of the end of the plan year2024-09-290
Total liabilities as of the beginning of the plan year2024-09-290
Total expenses incurred by plan in this plan year2024-09-292240
Net assets as of the end of the plan year2024-09-2962371
Total assets as of the beginning of the plan year2024-09-290
Value of plan covered by a fidelity bond2024-09-2910000
Participant contributions to plan in this plan year2024-09-2935357
Other expenses paid from plan in this plan year2024-09-29184
Other contributions to plan in this plan year2024-09-29300
Other income to plan in this plan year2024-09-293590
Plan net income in this plan year2024-09-2962371
Net assets as of the end of the plan year2024-09-2962371
Net assets as of the beginning of the plan year2024-09-290
Employer contributions to plan in this plan year2024-09-2925364
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-290

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