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THE INSURANCE STORE, LLC 401(K) PLAN 401k Plan overview

Plan NameTHE INSURANCE STORE, LLC 401(K) PLAN
Plan identification number 001

THE INSURANCE STORE, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

THE INSURANCE STORE, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE INSURANCE STORE, LLC
Employer identification number (EIN):202554093
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSURANCE STORE, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01LYNN FISHMAN2017-04-13
0012015-01-01LYNN FISHMAN2016-07-18

Plan Statistics for THE INSURANCE STORE, LLC 401(K) PLAN

401k plan membership statisitcs for THE INSURANCE STORE, LLC 401(K) PLAN

Measure Date Value
2024: THE INSURANCE STORE, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-11-294
Total number of particpants at end of year2024-11-290
Number of Participants With Account Balances2024-11-290
Total number of particpants at beginning of year2024-07-024
Total number of particpants at end of year2024-07-024
Number of Participants With Account Balances2024-07-024
2022: THE INSURANCE STORE, LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-184
Total number of particpants at end of year2022-06-184
Number of Participants With Account Balances2022-06-184

Financial Data on THE INSURANCE STORE, LLC 401(K) PLAN

Measure Date Value
2024 : THE INSURANCE STORE, LLC 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-11-290
Total expenses incurred by plan in this plan year2024-11-29940024
Net assets as of the end of the plan year2024-11-290
Total assets as of the beginning of the plan year2024-11-29827906
Value of plan covered by a fidelity bond2024-11-2975000
Participant contributions to plan in this plan year2024-11-2925350
Other expenses paid from plan in this plan year2024-11-290
Other contributions to plan in this plan year2024-11-290
Other income to plan in this plan year2024-11-2985769
Plan net income in this plan year2024-11-29-827906
Net assets as of the end of the plan year2024-11-290
Net assets as of the beginning of the plan year2024-11-29827906
Employer contributions to plan in this plan year2024-11-29999
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-290
Total liabilities as of the end of the plan year2024-07-020
Total liabilities as of the beginning of the plan year2024-07-020
Total expenses incurred by plan in this plan year2024-07-0216316
Net assets as of the end of the plan year2024-07-02827906
Total assets as of the beginning of the plan year2024-07-02662318
Value of plan covered by a fidelity bond2024-07-0275000
Participant contributions to plan in this plan year2024-07-0243682
Other expenses paid from plan in this plan year2024-07-020
Other contributions to plan in this plan year2024-07-020
Other income to plan in this plan year2024-07-0291050
Plan net income in this plan year2024-07-02165588
Net assets as of the end of the plan year2024-07-02827906
Net assets as of the beginning of the plan year2024-07-02662318
Employer contributions to plan in this plan year2024-07-0247172
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-026316
2022 : THE INSURANCE STORE, LLC 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-180
Total liabilities as of the beginning of the plan year2022-06-180
Total expenses incurred by plan in this plan year2022-06-1834380
Net assets as of the end of the plan year2022-06-18656926
Total assets as of the beginning of the plan year2022-06-18547254
Value of plan covered by a fidelity bond2022-06-1875000
Participant contributions to plan in this plan year2022-06-1842906
Other expenses paid from plan in this plan year2022-06-180
Other contributions to plan in this plan year2022-06-180
Other income to plan in this plan year2022-06-1857741
Plan net income in this plan year2022-06-18109672
Net assets as of the end of the plan year2022-06-18656926
Net assets as of the beginning of the plan year2022-06-18547254
Employer contributions to plan in this plan year2022-06-1843405
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-184380

Potentially related plans

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