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ST. MARYS INSURANCE AGENCY, INC. 401K PROFIT SHARING TRUST 401k Plan overview

Plan NameST. MARYS INSURANCE AGENCY, INC. 401K PROFIT SHARING TRUST
Plan identification number 001

ST. MARYS INSURANCE AGENCY, INC. 401K PROFIT SHARING TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

ST. MARYS INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. MARYS INSURANCE AGENCY, INC.
Employer identification number (EIN):250772860
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. MARYS INSURANCE AGENCY, INC. 401K PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DIANE MORGAN2024-07-30
0012022-01-01DIANE MORGAN2023-06-27
0012021-01-01DIANE MORGAN2022-07-26
0012020-01-01DIANE MORGAN2021-07-07
0012019-01-01DIANE MORGAN2020-07-10
0012018-01-01DIANE MORGAN2019-07-18
0012017-01-01DIANE MORGAN2018-08-23
0012016-01-01DIANE MORGAN2017-10-04
0012015-01-01DIANE MORGAN2016-05-06
0012014-01-01DIANE MORGAN2015-10-08
0012013-01-01DIANE2014-07-03
0012012-01-01DIANE M. MORGAN2013-07-02 JEFFREY A. AZZATO2013-07-02
0012011-01-01DIANE M. MORGAN2012-07-18
0012010-01-01DIANE MORGAN2011-06-21

Financial Data on ST. MARYS INSURANCE AGENCY, INC. 401K PROFIT SHARING TRUST

Measure Date Value
2025 : ST. MARYS INSURANCE AGENCY, INC. 401K PROFIT SHARING TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-010
Total liabilities as of the end of the plan year2025-07-010
Total liabilities as of the beginning of the plan year2025-07-010
Total expenses incurred by plan in this plan year2025-07-01143078
Net assets as of the end of the plan year2025-07-0110065249
Total assets as of the beginning of the plan year2025-07-018231434
Value of plan covered by a fidelity bond2025-07-011000000
Participant contributions to plan in this plan year2025-07-01372657
Value of participant loans at end of plan year2025-07-01106853
Other expenses paid from plan in this plan year2025-07-010
Other contributions to plan in this plan year2025-07-018863
Other income to plan in this plan year2025-07-011439642
Plan net income in this plan year2025-07-011833815
Net assets as of the end of the plan year2025-07-0110065249
Net assets as of the beginning of the plan year2025-07-018231434
Employer contributions to plan in this plan year2025-07-01155731
Fees paid to broker by Benefit Provider2025-07-019169
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0143719
2024 : ST. MARYS INSURANCE AGENCY, INC. 401K PROFIT SHARING TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-30957360
Net assets as of the end of the plan year2024-07-308231434
Total assets as of the beginning of the plan year2024-07-307242244
Value of plan covered by a fidelity bond2024-07-301000000
Participant contributions to plan in this plan year2024-07-30329865
Value of participant loans at end of plan year2024-07-3062185
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-301480630
Plan net income in this plan year2024-07-30989190
Net assets as of the end of the plan year2024-07-308231434
Net assets as of the beginning of the plan year2024-07-307242244
Employer contributions to plan in this plan year2024-07-30136055
Fees paid to broker by Benefit Provider2024-07-304497
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3036655
2022 : ST. MARYS INSURANCE AGENCY, INC. 401K PROFIT SHARING TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-2649062
Net assets as of the end of the plan year2022-07-268650838
Total assets as of the beginning of the plan year2022-07-267038632
Value of plan covered by a fidelity bond2022-07-261000000
Participant contributions to plan in this plan year2022-07-26290936
Value of participant loans at end of plan year2022-07-2679905
Other expenses paid from plan in this plan year2022-07-260
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-261248158
Plan net income in this plan year2022-07-261612206
Net assets as of the end of the plan year2022-07-268650838
Net assets as of the beginning of the plan year2022-07-267038632
Employer contributions to plan in this plan year2022-07-26122174
Fees paid to broker by Benefit Provider2022-07-2615846
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2636062

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