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EMPLOYEE BENEFIT PLAN OF FLEETWOOD AGENCY, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF FLEETWOOD AGENCY, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF FLEETWOOD AGENCY, INC. 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.
  • 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

FLEETWOOD AGENCY, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF FLEETWOOD AGENCY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VALERIE FRASCATI2024-08-01
0012022-01-01VALERIE FRASCATI2023-05-22
0012021-01-01VALERIE FRASCATI2022-05-19
0012020-01-01VALERIE FRASCATI2021-07-28
0012019-01-01JOHN FILICE2020-10-13
0012018-01-01LAUREN KROBOTH2019-07-02
0012017-01-01JOHN FILICE2018-06-01
0012016-01-01JOHN FILICE2017-06-13 JOHN FILICE2017-06-13
0012015-01-01JOHN FILICE2016-04-29 JOHN FILICE2016-04-29
0012014-01-01JOHN FILICE2015-07-31 JOHN FILICE2015-07-31
0012013-01-01LAUREN KROBOTH2014-06-02 LAUREN KROBOTH2014-06-02
0012012-01-01JOHN D. FILCIE2013-04-22 JOHN D. FILICE2013-04-22
0012011-01-01JOHN D. FILICE2012-06-22 JOHN D. FILICE2012-06-22
0012010-01-01JOHN D. FILICE2011-06-22 JOHN D. FILICE2011-06-22

Financial Data on EMPLOYEE BENEFIT PLAN OF FLEETWOOD AGENCY, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF FLEETWOOD AGENCY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-240
Total liabilities as of the end of the plan year2025-07-240
Total liabilities as of the beginning of the plan year2025-07-240
Total expenses incurred by plan in this plan year2025-07-2417545
Net assets as of the end of the plan year2025-07-24359244
Total assets as of the beginning of the plan year2025-07-24312292
Value of plan covered by a fidelity bond2025-07-24500000
Participant contributions to plan in this plan year2025-07-248100
Other expenses paid from plan in this plan year2025-07-240
Other contributions to plan in this plan year2025-07-240
Other income to plan in this plan year2025-07-2456397
Plan net income in this plan year2025-07-2446952
Net assets as of the end of the plan year2025-07-24359244
Net assets as of the beginning of the plan year2025-07-24312292
Employer contributions to plan in this plan year2025-07-240
Fees paid to broker by Benefit Provider2025-07-2415
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2438
2024 : EMPLOYEE BENEFIT PLAN OF FLEETWOOD AGENCY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-010
Total liabilities as of the end of the plan year2024-08-010
Total liabilities as of the beginning of the plan year2024-08-010
Total expenses incurred by plan in this plan year2024-08-0114723
Net assets as of the end of the plan year2024-08-01312292
Total assets as of the beginning of the plan year2024-08-01272024
Value of plan covered by a fidelity bond2024-08-01500000
Participant contributions to plan in this plan year2024-08-017800
Other expenses paid from plan in this plan year2024-08-010
Other contributions to plan in this plan year2024-08-010
Other income to plan in this plan year2024-08-0147191
Plan net income in this plan year2024-08-0140268
Net assets as of the end of the plan year2024-08-01312292
Net assets as of the beginning of the plan year2024-08-01272024
Employer contributions to plan in this plan year2024-08-010
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-0124
2022 : EMPLOYEE BENEFIT PLAN OF FLEETWOOD AGENCY, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-190
Total liabilities as of the end of the plan year2022-05-190
Total liabilities as of the beginning of the plan year2022-05-190
Total expenses incurred by plan in this plan year2022-05-19267230
Net assets as of the end of the plan year2022-05-19823385
Total assets as of the beginning of the plan year2022-05-19938786
Value of plan covered by a fidelity bond2022-05-19500000
Participant contributions to plan in this plan year2022-05-1922672
Other expenses paid from plan in this plan year2022-05-1974
Other contributions to plan in this plan year2022-05-190
Other income to plan in this plan year2022-05-19129157
Plan net income in this plan year2022-05-19-115401
Net assets as of the end of the plan year2022-05-19823385
Net assets as of the beginning of the plan year2022-05-19938786
Employer contributions to plan in this plan year2022-05-190
Fees paid to broker by Benefit Provider2022-05-1980

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