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CATEGORY ONE, INC. PENSION PLAN 401k Plan overview

Plan NameCATEGORY ONE, INC. PENSION PLAN
Plan identification number 003

CATEGORY ONE, INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Profit-sharing
  • 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

CATEGORY ONE, INC. has sponsored the creation of one or more 401k plans.

Company Name:CATEGORY ONE, INC.
Employer identification number (EIN):201989134
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATEGORY ONE, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01LOUIS A. LONETTO2022-10-17
0032019-01-01LOUIS A. LONETTO2020-10-10
0032018-01-01LOUIS LONETTO2019-10-15
0032017-01-01LOUIS A. LONETTO2018-10-14
0032016-01-01LOUIS A. LONETTO2018-01-08
0032016-01-01LOUIS A. LONETTO2018-01-08
0032015-01-01LOUIS LONETTO2019-07-19
0032015-01-01LOUIS A. LONETTO2016-10-16

Financial Data on CATEGORY ONE, INC. PENSION PLAN

Measure Date Value
2022 : CATEGORY ONE, INC. PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-170
Total liabilities as of the end of the plan year2022-10-170
Total liabilities as of the beginning of the plan year2022-10-170
Total expenses incurred by plan in this plan year2022-10-170
Net assets as of the end of the plan year2022-10-17391067
Total assets as of the beginning of the plan year2022-10-170
Value of plan covered by a fidelity bond2022-10-170
Participant contributions to plan in this plan year2022-10-170
Value of participant loans at end of plan year2022-10-170
Other expenses paid from plan in this plan year2022-10-170
Other contributions to plan in this plan year2022-10-170
Other income to plan in this plan year2022-10-170
Plan net income in this plan year2022-10-17391067
Net assets as of the end of the plan year2022-10-17391067
Net assets as of the beginning of the plan year2022-10-170
Value of contributions failed to transmitted timely2022-10-170
Employer contributions to plan in this plan year2022-10-17391067
Fees paid to broker by Benefit Provider2022-10-170
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-170

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