SCOTT INSURANCE SERVICES II, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCOTT INSURANCE SERVICES, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : SCOTT INSURANCE SERVICES, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-04 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-04 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-04 | 4760 |
| Net assets as of the end of the plan year | 2025-08-04 | 288863 |
| Total assets as of the beginning of the plan year | 2025-08-04 | 211946 |
| Value of plan covered by a fidelity bond | 2025-08-04 | 100000 |
| Participant contributions to plan in this plan year | 2025-08-04 | 38338 |
| Value of participant loans at end of plan year | 2025-08-04 | 4914 |
| Other expenses paid from plan in this plan year | 2025-08-04 | 0 |
| Other contributions to plan in this plan year | 2025-08-04 | 2715 |
| Other income to plan in this plan year | 2025-08-04 | 27249 |
| Plan net income in this plan year | 2025-08-04 | 76917 |
| Net assets as of the end of the plan year | 2025-08-04 | 288863 |
| Net assets as of the beginning of the plan year | 2025-08-04 | 211946 |
| Employer contributions to plan in this plan year | 2025-08-04 | 13375 |
| Fees paid to broker by Benefit Provider | 2025-08-04 | 676 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-04 | 211 |
| 2024 : SCOTT INSURANCE SERVICES, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-09 | 7480 |
| Net assets as of the end of the plan year | 2024-08-09 | 211946 |
| Total assets as of the beginning of the plan year | 2024-08-09 | 145999 |
| Value of plan covered by a fidelity bond | 2024-08-09 | 100000 |
| Participant contributions to plan in this plan year | 2024-08-09 | 30962 |
| Value of participant loans at end of plan year | 2024-08-09 | 299 |
| Other expenses paid from plan in this plan year | 2024-08-09 | 0 |
| Other contributions to plan in this plan year | 2024-08-09 | 0 |
| Other income to plan in this plan year | 2024-08-09 | 31654 |
| Plan net income in this plan year | 2024-08-09 | 65947 |
| Net assets as of the end of the plan year | 2024-08-09 | 211946 |
| Net assets as of the beginning of the plan year | 2024-08-09 | 145999 |
| Employer contributions to plan in this plan year | 2024-08-09 | 10811 |
| Fees paid to broker by Benefit Provider | 2024-08-09 | 465 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-09 | 148 |
| 2022 : SCOTT INSURANCE SERVICES, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-14 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-14 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-14 | 1429 |
| Net assets as of the end of the plan year | 2022-07-14 | 334644 |
| Total assets as of the beginning of the plan year | 2022-07-14 | 241125 |
| Value of plan covered by a fidelity bond | 2022-07-14 | 100000 |
| Participant contributions to plan in this plan year | 2022-07-14 | 41318 |
| Other expenses paid from plan in this plan year | 2022-07-14 | 0 |
| Other contributions to plan in this plan year | 2022-07-14 | 0 |
| Other income to plan in this plan year | 2022-07-14 | 41964 |
| Plan net income in this plan year | 2022-07-14 | 93519 |
| Net assets as of the end of the plan year | 2022-07-14 | 334644 |
| Net assets as of the beginning of the plan year | 2022-07-14 | 241125 |
| Value of contributions failed to transmitted timely | 2022-07-14 | 898 |
| Employer contributions to plan in this plan year | 2022-07-14 | 11666 |
| Fees paid to broker by Benefit Provider | 2022-07-14 | 895 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-14 | 137 |
