| Plan Name | EMPLOYEE BENEFIT PLAN OF FLEETWOOD AGENCY, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | FLEETWOOD AGENCY, INC. |
| Employer identification number (EIN): | 205520992 |
| NAIC Classification: | 623000 |
| NAIC Description: | Nursing and Residential Care Facilities |
Additional information about FLEETWOOD AGENCY, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2006-08-01 |
| Company Identification Number: | 3395087 |
| Legal Registered Office Address: |
1 Birchwood Court, Ste. 1L P.O. box 749 Mineola United States of America (USA) 11501 |
More information about FLEETWOOD AGENCY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | VALERIE FRASCATI | 2024-08-01 | ||
| 001 | 2022-01-01 | VALERIE FRASCATI | 2023-05-22 | ||
| 001 | 2021-01-01 | VALERIE FRASCATI | 2022-05-19 | ||
| 001 | 2020-01-01 | VALERIE FRASCATI | 2021-07-28 | ||
| 001 | 2019-01-01 | JOHN FILICE | 2020-10-13 | ||
| 001 | 2018-01-01 | LAUREN KROBOTH | 2019-07-02 | ||
| 001 | 2017-01-01 | JOHN FILICE | 2018-06-01 | ||
| 001 | 2016-01-01 | JOHN FILICE | 2017-06-13 | JOHN FILICE | 2017-06-13 |
| 001 | 2015-01-01 | JOHN FILICE | 2016-04-29 | JOHN FILICE | 2016-04-29 |
| 001 | 2014-01-01 | JOHN FILICE | 2015-07-31 | JOHN FILICE | 2015-07-31 |
| 001 | 2013-01-01 | LAUREN KROBOTH | 2014-06-02 | LAUREN KROBOTH | 2014-06-02 |
| 001 | 2012-01-01 | JOHN D. FILCIE | 2013-04-22 | JOHN D. FILICE | 2013-04-22 |
| 001 | 2011-01-01 | JOHN D. FILICE | 2012-06-22 | JOHN D. FILICE | 2012-06-22 |
| 001 | 2010-01-01 | JOHN D. FILICE | 2011-06-22 | JOHN D. FILICE | 2011-06-22 |
| Measure | Date | Value |
|---|---|---|
| 2025 : EMPLOYEE BENEFIT PLAN OF FLEETWOOD AGENCY, INC. 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-24 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-24 | 17545 |
| Net assets as of the end of the plan year | 2025-07-24 | 359244 |
| Total assets as of the beginning of the plan year | 2025-07-24 | 312292 |
| Value of plan covered by a fidelity bond | 2025-07-24 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-24 | 8100 |
| Other expenses paid from plan in this plan year | 2025-07-24 | 0 |
| Other contributions to plan in this plan year | 2025-07-24 | 0 |
| Other income to plan in this plan year | 2025-07-24 | 56397 |
| Plan net income in this plan year | 2025-07-24 | 46952 |
| Net assets as of the end of the plan year | 2025-07-24 | 359244 |
| Net assets as of the beginning of the plan year | 2025-07-24 | 312292 |
| Employer contributions to plan in this plan year | 2025-07-24 | 0 |
| Fees paid to broker by Benefit Provider | 2025-07-24 | 15 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-24 | 38 |
| 2024 : EMPLOYEE BENEFIT PLAN OF FLEETWOOD AGENCY, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-08-01 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-01 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-01 | 14723 |
| Net assets as of the end of the plan year | 2024-08-01 | 312292 |
| Total assets as of the beginning of the plan year | 2024-08-01 | 272024 |
| Value of plan covered by a fidelity bond | 2024-08-01 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-01 | 7800 |
| Other expenses paid from plan in this plan year | 2024-08-01 | 0 |
| Other contributions to plan in this plan year | 2024-08-01 | 0 |
| Other income to plan in this plan year | 2024-08-01 | 47191 |
| Plan net income in this plan year | 2024-08-01 | 40268 |
| Net assets as of the end of the plan year | 2024-08-01 | 312292 |
| Net assets as of the beginning of the plan year | 2024-08-01 | 272024 |
| Employer contributions to plan in this plan year | 2024-08-01 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-01 | 24 |
| 2022 : EMPLOYEE BENEFIT PLAN OF FLEETWOOD AGENCY, INC. 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-05-19 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-19 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-19 | 267230 |
| Net assets as of the end of the plan year | 2022-05-19 | 823385 |
| Total assets as of the beginning of the plan year | 2022-05-19 | 938786 |
| Value of plan covered by a fidelity bond | 2022-05-19 | 500000 |
| Participant contributions to plan in this plan year | 2022-05-19 | 22672 |
| Other expenses paid from plan in this plan year | 2022-05-19 | 74 |
| Other contributions to plan in this plan year | 2022-05-19 | 0 |
| Other income to plan in this plan year | 2022-05-19 | 129157 |
| Plan net income in this plan year | 2022-05-19 | -115401 |
| Net assets as of the end of the plan year | 2022-05-19 | 823385 |
| Net assets as of the beginning of the plan year | 2022-05-19 | 938786 |
| Employer contributions to plan in this plan year | 2022-05-19 | 0 |
| Fees paid to broker by Benefit Provider | 2022-05-19 | 80 |