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DE LA CRUZ INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameDE LA CRUZ INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

DE LA CRUZ INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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

DE LA CRUZ INSURANCE GROUP INC has sponsored the creation of one or more 401k plans.

Company Name:DE LA CRUZ INSURANCE GROUP INC
Employer identification number (EIN):264292884
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DE LA CRUZ INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JENNY DE LA CRUZ2025-01-13
0012022-01-01JENNY DE LA CRUZ2023-05-04
0012021-01-01JENNY DE LA CRUZ2022-05-10
0012020-01-01JENNY DE LA CRUZ2021-06-17

Plan Statistics for DE LA CRUZ INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for DE LA CRUZ INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: DE LA CRUZ INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-115
Total number of particpants at end of year2025-04-116
Number of Participants With Account Balances2025-04-114
Total number of particpants at beginning of year2025-01-136
Total number of particpants at end of year2025-01-135
Number of Participants With Account Balances2025-01-134
2022: DE LA CRUZ INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-104
Total number of particpants at end of year2022-05-105
Number of Participants With Account Balances2022-05-105

Financial Data on DE LA CRUZ INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : DE LA CRUZ INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-110
Total liabilities as of the end of the plan year2025-04-110
Total liabilities as of the beginning of the plan year2025-04-110
Total expenses incurred by plan in this plan year2025-04-11724
Net assets as of the end of the plan year2025-04-1199354
Total assets as of the beginning of the plan year2025-04-1164357
Value of plan covered by a fidelity bond2025-04-1120000
Participant contributions to plan in this plan year2025-04-1122216
Value of participant loans at end of plan year2025-04-111008
Other expenses paid from plan in this plan year2025-04-110
Other contributions to plan in this plan year2025-04-110
Other income to plan in this plan year2025-04-116643
Plan net income in this plan year2025-04-1134997
Net assets as of the end of the plan year2025-04-1199354
Net assets as of the beginning of the plan year2025-04-1164357
Employer contributions to plan in this plan year2025-04-116862
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-11676
Total transfers to/from plan in this plan year2025-01-130
Total liabilities as of the end of the plan year2025-01-130
Total liabilities as of the beginning of the plan year2025-01-130
Total expenses incurred by plan in this plan year2025-01-132591
Net assets as of the end of the plan year2025-01-1364357
Total assets as of the beginning of the plan year2025-01-1339193
Value of plan covered by a fidelity bond2025-01-1320000
Participant contributions to plan in this plan year2025-01-1314435
Value of participant loans at end of plan year2025-01-134424
Other expenses paid from plan in this plan year2025-01-130
Other contributions to plan in this plan year2025-01-130
Other income to plan in this plan year2025-01-138199
Plan net income in this plan year2025-01-1325164
Net assets as of the end of the plan year2025-01-1364357
Net assets as of the beginning of the plan year2025-01-1339193
Employer contributions to plan in this plan year2025-01-135121
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-13343
2022 : DE LA CRUZ INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-100
Total liabilities as of the end of the plan year2022-05-100
Total liabilities as of the beginning of the plan year2022-05-100
Total expenses incurred by plan in this plan year2022-05-1065
Net assets as of the end of the plan year2022-05-1022932
Total assets as of the beginning of the plan year2022-05-105760
Value of plan covered by a fidelity bond2022-05-1020000
Participant contributions to plan in this plan year2022-05-1011385
Other expenses paid from plan in this plan year2022-05-100
Other contributions to plan in this plan year2022-05-100
Other income to plan in this plan year2022-05-101449
Plan net income in this plan year2022-05-1017172
Net assets as of the end of the plan year2022-05-1022932
Net assets as of the beginning of the plan year2022-05-105760
Employer contributions to plan in this plan year2022-05-104403
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1065

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