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CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401K PROFIT SHARING PLAN
Plan identification number 001

CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401K PROFIT SHARING 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. has sponsored the creation of one or more 401k plans.

Company Name:CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO.
Employer identification number (EIN):208742915
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01FRANK STELLATO2024-05-15
0012022-01-01FRANK STELLATO2023-05-08
0012021-01-01FRANK STELLATO2022-06-15
0012020-01-01FRANK STELLATO2021-05-17
0012019-01-01FRANK STELLATO2020-04-29
0012018-01-01FRANK STELLATO2019-06-03
0012017-01-01LINDA TROIANO2018-06-21
0012016-01-01LINDA TROIANO2017-06-02
0012015-01-01LINDA TROIANO2016-05-12
0012014-01-01LINDA TROIANO2015-06-04
0012013-01-01LINDA TROIANO2014-05-28
0012012-01-01LINDA TROIANO2013-06-28
0012011-01-01LINDA TROIANO2012-06-14
0012010-01-01LINDA TROIANO2011-07-20

Financial Data on CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401K PROFIT SHARING PLAN

Measure Date Value
2025 : CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401K PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-150
Total liabilities as of the end of the plan year2025-04-150
Total liabilities as of the beginning of the plan year2025-04-150
Total expenses incurred by plan in this plan year2025-04-15482878
Net assets as of the end of the plan year2025-04-1511289231
Total assets as of the beginning of the plan year2025-04-159486558
Value of plan covered by a fidelity bond2025-04-15500000
Participant contributions to plan in this plan year2025-04-15917491
Value of participant loans at end of plan year2025-04-1591797
Other expenses paid from plan in this plan year2025-04-150
Other contributions to plan in this plan year2025-04-150
Other income to plan in this plan year2025-04-151368059
Plan net income in this plan year2025-04-151802673
Net assets as of the end of the plan year2025-04-1511289231
Net assets as of the beginning of the plan year2025-04-159486558
Employer contributions to plan in this plan year2025-04-151
Fees paid to broker by Benefit Provider2025-04-1530726
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1518292
2024 : CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401K PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-150
Total expenses incurred by plan in this plan year2024-05-15229061
Net assets as of the end of the plan year2024-05-159486558
Total assets as of the beginning of the plan year2024-05-157469657
Value of plan covered by a fidelity bond2024-05-15500000
Participant contributions to plan in this plan year2024-05-15705386
Value of participant loans at end of plan year2024-05-1598723
Other contributions to plan in this plan year2024-05-1550066
Other income to plan in this plan year2024-05-151281597
Plan net income in this plan year2024-05-152016901
Net assets as of the end of the plan year2024-05-159486558
Net assets as of the beginning of the plan year2024-05-157469657
Employer contributions to plan in this plan year2024-05-15208913
Fees paid to broker by Benefit Provider2024-05-1525706
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1513730

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