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| Plan Name | THE COLLINS INVESTMENT GROUP, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE COLLINS INVESTMENT GROUP, LL |
| Employer identification number (EIN): | 261361060 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2020-01-01 | KRISTIAN PRICE | 2021-06-08 | ||
| 001 | 2019-01-01 | KRISTIAN PRICE | 2020-07-29 | ||
| 001 | 2018-01-01 | KRISTIAN PRICE | 2019-05-30 | ||
| 001 | 2017-01-01 | KRISTIAN PRICE | 2018-07-13 | ||
| 001 | 2016-01-01 | KRISTIAN PRICE | 2017-06-23 | ||
| 001 | 2015-01-01 | KRISTIAN PRICE | 2016-05-25 | ||
| 001 | 2014-01-01 | KRISTIAN PRICE | 2015-07-06 | ||
| 001 | 2013-01-01 | KRISTIAN PRICE | 2014-06-19 | ||
| 001 | 2012-01-01 | KRISTIAN PRICE | 2013-07-09 | ||
| 001 | 2011-01-01 | KRISTIAN PRICE | 2012-06-05 | ||
| 001 | 2010-01-01 | KRISTIAN PRICE | 2011-06-10 | ||
| 001 | 2009-01-01 | 2010-08-26 | |||
| 001 | 2009-01-01 | KRISTIAN PRICE |
| Measure | Date | Value |
|---|---|---|
| 2025: THE COLLINS INVESTMENT GROUP, LLC 401(K) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-05-28 | 10 |
| Total number of particpants at end of year | 2025-05-28 | 0 |
| 2009: THE COLLINS INVESTMENT GROUP, LLC 401(K) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 7 |
| Number of participants with account balances | 2009-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE COLLINS INVESTMENT GROUP, LLC 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-05-28 | 2180897 |
| Net assets as of the end of the plan year | 2025-05-28 | 0 |
| Total assets as of the beginning of the plan year | 2025-05-28 | 1855900 |
| Value of plan covered by a fidelity bond | 2025-05-28 | 186000 |
| Participant contributions to plan in this plan year | 2025-05-28 | 79319 |
| Other income to plan in this plan year | 2025-05-28 | 184301 |
| Plan net income in this plan year | 2025-05-28 | -1855900 |
| Net assets as of the end of the plan year | 2025-05-28 | 0 |
| Net assets as of the beginning of the plan year | 2025-05-28 | 1855900 |
| Employer contributions to plan in this plan year | 2025-05-28 | 61377 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-28 | 550 |
| 2009: THE COLLINS INVESTMENT GROUP, LLC 401(K) PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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