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EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameEDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN
Plan identification number 002

EDWARD R. DE FEO AGENCY, INC. 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.
  • 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

EDWARD R. DE FEO AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:EDWARD R. DE FEO AGENCY, INC.
Employer identification number (EIN):222229731
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01EDWARD DEFEO2023-04-29 EDWARD DEFEO2023-04-29
0022021-01-01EDWARD R. DE FEO, JR., PRESIDENT2022-07-17
0022020-01-01EDWARD R. DE FEO, JR., PRESIDENT2021-07-16
0022020-01-01EDWARD R. DE FEO, JR., PRESIDENT2021-07-14
0022019-01-01EDWARD R. DE FEO, JR., PRESIDENT2020-09-02
0022018-01-01EDWARD R. DE FEO, JR., PRESIDENT2019-09-23
0022017-01-01EDWARD R. DE FEO, JR., PRESIDENT2018-07-24
0022016-01-01EDWARD R. DE FEO, JR., PRESIDENT2017-07-25
0022015-01-01EDWARD R. DE FEO, JR., PRESIDENT
0022014-01-01EDWARD R. DE FEO, JR., PRESIDENT
0022013-01-01EDWARD R. DE FEO, JR., PRESIDENT
0022012-01-01EDWARD R. DE FEO, JR., PRESIDENT
0022011-01-01EDWARD R DE FEO JR PRESIDENT
0022010-01-01EDWARD R DE FEO JR PRESIDENT
0022009-01-01EDWARD R DE FEO JR PRESIDENT

Plan Statistics for EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2015: EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-015
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
Number of participants with account balances2015-01-015
2014: EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-014
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Number of participants with account balances2014-01-014
2013: EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-016
Number of participants with account balances2013-01-016
2012: EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-017
Total participants2011-01-017
Number of participants with account balances2011-01-017
2010: EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-017
Total of all active and inactive participants2010-01-017
Total participants2010-01-017
Number of participants with account balances2010-01-017
2009: EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-018
Total participants2009-01-018
Number of participants with account balances2009-01-018

Financial Data on EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2015 : EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$80,579
Expenses. Total of all expenses incurred2015-12-31$180
Total plan assets at end of year2015-12-31$1,123,827
Total plan assets at beginning of year2015-12-31$1,043,428
Value of fidelity bond covering the plan2015-12-31$125,000
Total contributions received or receivable from participants2015-12-31$32,980
Expenses. Other expenses not covered elsewhere2015-12-31$180
Other income received2015-12-31$40,485
Net income (gross income less expenses)2015-12-31$80,399
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,123,827
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,043,428
Total contributions received or receivable from employer(s)2015-12-31$7,114
2014 : EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$70,699
Expenses. Total of all expenses incurred2014-12-31$130,511
Benefits paid (including direct rollovers)2014-12-31$130,336
Total plan assets at end of year2014-12-31$1,043,428
Total plan assets at beginning of year2014-12-31$1,103,240
Value of fidelity bond covering the plan2014-12-31$125,000
Total contributions received or receivable from participants2014-12-31$23,527
Expenses. Other expenses not covered elsewhere2014-12-31$175
Other income received2014-12-31$41,175
Net income (gross income less expenses)2014-12-31$-59,812
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,043,428
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,103,240
Total contributions received or receivable from employer(s)2014-12-31$5,997
2013 : EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$82,777
Expenses. Total of all expenses incurred2013-12-31$7,353
Benefits paid (including direct rollovers)2013-12-31$7,143
Total plan assets at end of year2013-12-31$1,103,240
Total plan assets at beginning of year2013-12-31$1,027,816
Value of fidelity bond covering the plan2013-12-31$125,000
Total contributions received or receivable from participants2013-12-31$28,460
Expenses. Other expenses not covered elsewhere2013-12-31$210
Other income received2013-12-31$47,524
Net income (gross income less expenses)2013-12-31$75,424
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,103,240
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,027,816
Total contributions received or receivable from employer(s)2013-12-31$6,793
2012 : EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$70,985
Expenses. Total of all expenses incurred2012-12-31$26,105
Benefits paid (including direct rollovers)2012-12-31$26,105
Total plan assets at end of year2012-12-31$1,027,816
Total plan assets at beginning of year2012-12-31$982,936
Value of fidelity bond covering the plan2012-12-31$125,000
Total contributions received or receivable from participants2012-12-31$22,069
Other income received2012-12-31$42,186
Net income (gross income less expenses)2012-12-31$44,880
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,027,816
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$982,936
Total contributions received or receivable from employer(s)2012-12-31$6,730
2011 : EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$64,144
Expenses. Total of all expenses incurred2011-12-31$15,120
Benefits paid (including direct rollovers)2011-12-31$15,120
Total plan assets at end of year2011-12-31$982,936
Total plan assets at beginning of year2011-12-31$933,912
Value of fidelity bond covering the plan2011-12-31$125,000
Total contributions received or receivable from participants2011-12-31$21,821
Other income received2011-12-31$35,334
Net income (gross income less expenses)2011-12-31$49,024
Net plan assets at end of year (total assets less liabilities)2011-12-31$982,936
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$933,912
Total contributions received or receivable from employer(s)2011-12-31$6,989
2010 : EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$68,038
Expenses. Total of all expenses incurred2010-12-31$15,364
Benefits paid (including direct rollovers)2010-12-31$15,124
Total plan assets at end of year2010-12-31$933,912
Total plan assets at beginning of year2010-12-31$881,238
Value of fidelity bond covering the plan2010-12-31$125,000
Total contributions received or receivable from participants2010-12-31$22,173
Expenses. Other expenses not covered elsewhere2010-12-31$240
Other income received2010-12-31$38,770
Net income (gross income less expenses)2010-12-31$52,674
Net plan assets at end of year (total assets less liabilities)2010-12-31$933,912
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$881,238
Total contributions received or receivable from employer(s)2010-12-31$7,095

Form 5500 Responses for EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN

2015: EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberMH2272
Policy instance 1
Insurance contract or identification numberMH2272
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberMH2272
Policy instance 1
Insurance contract or identification numberMH2272
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberMH2272
Policy instance 1
Insurance contract or identification numberMH2272
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberMH2272
Policy instance 1
Insurance contract or identification numberMH2272
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberMH2272
Policy instance 1
Insurance contract or identification numberMH2272
Number of Individuals Covered7
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberMH2272
Policy instance 1
Insurance contract or identification numberMH2272
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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