401k Plan data: ICSO 401K SAVINGS PLAN plan

ICSO 401K SAVINGS PLAN 401k Plan overview

Plan Name	ICSO 401K SAVINGS PLAN
Plan identification number	002

ICSO 401K SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

INSURANCE PLACEMENT FACILITIES OF PA/DE has sponsored the creation of one or more 401k plans.

Company Name: INSURANCE PLACEMENT FACILITIES OF PA/DE

Employer identification number (EIN): 231884377

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ICSO 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01 CHARLES P. KWOLEK 2021-05-19 EILEEN HARRIS 2021-05-17
002 2019-01-01 CHARLES P. KWOLEK 2020-09-09 EILEEN HARRIS 2020-06-18
002 2018-01-01 CHARLES P. KWOLEK JR. 2019-07-10 EILEEN HARRIS 2019-06-21
002 2017-01-01 CHARLES P. KWOLEK JR. 2018-06-28 EILEEN HARRIS 2018-06-27
002 2016-01-01 CHARLES P. KWOLEK, JR. 2017-07-12 EILEEN HARRIS 2017-06-28
002 2015-01-01 CHARLES KWOLEK 2016-06-09 EILEEN HARRIS 2016-06-08
002 2014-01-01 CHARLES P. KWOLEK JR. 2015-07-21 EILEEN HARRIS 2015-07-16
002 2013-01-01 CHARLES P KWOLEK JR 2014-10-03 MARY SCOTT-WILLIS 2014-10-02
002 2012-01-01 CHARLES P. KWOLEK, JR. 2013-08-27 MARY SCOTT-WILLIS 2013-05-17
002 2011-01-01 CHARLES P. KWOLEK, JR. 2012-09-19 MARY SCOTT-WILLIS 2012-09-19
002 2010-01-01 JOHN K GOLEMBESKI 2011-10-05 MARY SCOTT-WILLIS 2011-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01	CHARLES P. KWOLEK	2021-05-19	EILEEN HARRIS	2021-05-17
002	2019-01-01	CHARLES P. KWOLEK	2020-09-09	EILEEN HARRIS	2020-06-18
002	2018-01-01	CHARLES P. KWOLEK JR.	2019-07-10	EILEEN HARRIS	2019-06-21
002	2017-01-01	CHARLES P. KWOLEK JR.	2018-06-28	EILEEN HARRIS	2018-06-27
002	2016-01-01	CHARLES P. KWOLEK, JR.	2017-07-12	EILEEN HARRIS	2017-06-28
002	2015-01-01	CHARLES KWOLEK	2016-06-09	EILEEN HARRIS	2016-06-08
002	2014-01-01	CHARLES P. KWOLEK JR.	2015-07-21	EILEEN HARRIS	2015-07-16
002	2013-01-01	CHARLES P KWOLEK JR	2014-10-03	MARY SCOTT-WILLIS	2014-10-02
002	2012-01-01	CHARLES P. KWOLEK, JR.	2013-08-27	MARY SCOTT-WILLIS	2013-05-17
002	2011-01-01	CHARLES P. KWOLEK, JR.	2012-09-19	MARY SCOTT-WILLIS	2012-09-19
002	2010-01-01	JOHN K GOLEMBESKI	2011-10-05	MARY SCOTT-WILLIS	2011-09-15

Financial Data on ICSO 401K SAVINGS PLAN

Measure	Date	Value
2025 : ICSO 401K SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-03	572723
Net assets as of the end of the plan year	2025-06-03	3410010
Total assets as of the beginning of the plan year	2025-06-03	3475072
Value of plan covered by a fidelity bond	2025-06-03	500000
Participant contributions to plan in this plan year	2025-06-03	162085
Value of participant loans at end of plan year	2025-06-03	19241
Other expenses paid from plan in this plan year	2025-06-03	6082
Other income to plan in this plan year	2025-06-03	245614
Plan net income in this plan year	2025-06-03	-65062
Net assets as of the end of the plan year	2025-06-03	3410010
Net assets as of the beginning of the plan year	2025-06-03	3475072
Employer contributions to plan in this plan year	2025-06-03	99962
2024 : ICSO 401K SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-08	470526
Net assets as of the end of the plan year	2024-07-08	3475072
Total assets as of the beginning of the plan year	2024-07-08	3374741
Value of plan covered by a fidelity bond	2024-07-08	500000
Participant contributions to plan in this plan year	2024-07-08	153452
Value of participant loans at end of plan year	2024-07-08	22786
Other expenses paid from plan in this plan year	2024-07-08	5883
Other income to plan in this plan year	2024-07-08	334676
Plan net income in this plan year	2024-07-08	100331
Net assets as of the end of the plan year	2024-07-08	3475072
Net assets as of the beginning of the plan year	2024-07-08	3374741
Employer contributions to plan in this plan year	2024-07-08	82729
2022 : ICSO 401K SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-10-07	3753200
Net assets as of the end of the plan year	2022-10-07	5617175
Total assets as of the beginning of the plan year	2022-10-07	8744810
Value of plan covered by a fidelity bond	2022-10-07	500000
Participant contributions to plan in this plan year	2022-10-07	196663
Value of participant loans at end of plan year	2022-10-07	68143
Other income to plan in this plan year	2022-10-07	332207
Plan net income in this plan year	2022-10-07	-3127635
Net assets as of the end of the plan year	2022-10-07	5617175
Net assets as of the beginning of the plan year	2022-10-07	8744810
Employer contributions to plan in this plan year	2022-10-07	96695
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-07	16027

Potentially related plans

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Company Name:	INSURANCE PLACEMENT FACILITIES OF PA/DE
Employer identification number (EIN):	231884377
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds