401k Plan data: GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN plan

GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 401k Plan overview

Plan Name	GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN
Plan identification number	001

GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='270697665' AND PlanID='001'

401k Sponsoring company profile

GARY FILIPPI INSURANCE GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name: GARY FILIPPI INSURANCE GROUP INC.

Employer identification number (EIN): 270697665

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 GARY FILIPPI
001 2023-01-01
001 2023-01-01 GARY FILIPPI
001 2022-01-01
001 2022-01-01 GARY FILIPPI
001 2021-01-01
001 2021-01-01 GARY JOHN FILIPPI
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GARY FILIPPI GARY FILIPPI 2018-08-15
001 2017-01-01 2018-08-14
001 2016-01-01 GARY JOHN FILIPPI GARY JOHN FILIPPI 2017-10-12
001 2015-01-01 GARY JOHN FILIPPI GARY JOHN FILIPPI 2016-10-13
001 2014-01-01 GARY JOHN FILIPPI GARY JOHN FILIPPI 2015-10-14
001 2013-01-01 GARY JOHN FILIPPI GARY JOHN FILIPPI 2014-10-03
001 2012-01-01 GARY JOHN FILIPPI GARY JOHN FILIPPI 2014-09-25
001 2011-01-01 GARY FILIPPI GARY FILIPPI 2012-09-04
001 2010-01-01 GARY FILIPPI GARY FILIPPI 2011-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	GARY FILIPPI
001	2023-01-01
001	2023-01-01	GARY FILIPPI
001	2022-01-01
001	2022-01-01	GARY FILIPPI
001	2021-01-01
001	2021-01-01	GARY JOHN FILIPPI
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	GARY FILIPPI		GARY FILIPPI	2018-08-15
001	2017-01-01		2018-08-14
001	2016-01-01	GARY JOHN FILIPPI		GARY JOHN FILIPPI	2017-10-12
001	2015-01-01	GARY JOHN FILIPPI		GARY JOHN FILIPPI	2016-10-13
001	2014-01-01	GARY JOHN FILIPPI		GARY JOHN FILIPPI	2015-10-14
001	2013-01-01	GARY JOHN FILIPPI		GARY JOHN FILIPPI	2014-10-03
001	2012-01-01	GARY JOHN FILIPPI		GARY JOHN FILIPPI	2014-09-25
001	2011-01-01	GARY FILIPPI		GARY FILIPPI	2012-09-04
001	2010-01-01	GARY FILIPPI		GARY FILIPPI	2011-10-04

Financial Data on GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN

Measure	Date	Value
2024 : GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 2024 401k financial data
Transfers to/from the plan	2024-01-01	$0
Total plan liabilities at beginning of year	2024-01-01	$0
Total income from all sources	2024-01-01	$68,391
Expenses. Total of all expenses incurred	2024-01-01	$0
Benefits paid (including direct rollovers)	2024-01-01	$0
Total plan assets at end of year	2024-01-01	$139,461
Total plan assets at beginning of year	2024-01-01	$71,070
Value of fidelity bond covering the plan	2024-01-01	$13,000
Total contributions received or receivable from participants	2024-01-01	$0
Expenses. Other expenses not covered elsewhere	2024-01-01	$0
Contributions received from other sources (not participants or employers)	2024-01-01	$0
Other income received	2024-01-01	$68,391
Noncash contributions received	2024-01-01	$0
Net income (gross income less expenses)	2024-01-01	$68,391
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$139,461
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$71,070
Assets. Value of employer securities	2024-01-01	$139,461
Total contributions received or receivable from employer(s)	2024-01-01	$0
Value of certain deemed distributions of participant loans	2024-01-01	$0
Value of corrective distributions	2024-01-01	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2024-01-01	$0
2023 : GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$21,508
Expenses. Total of all expenses incurred	2023-12-31	$0
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$71,070
Total plan assets at beginning of year	2023-12-31	$49,562
Value of fidelity bond covering the plan	2023-12-31	$13,000
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$21,508
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$21,508
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$71,070
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$49,562
Assets. Value of employer securities	2023-12-31	$71,070
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$38,868
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$49,562
Total plan assets at beginning of year	2022-12-31	$10,694
Other income received	2022-12-31	$38,868
Net income (gross income less expenses)	2022-12-31	$38,868
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$49,562
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$10,694
Assets. Value of employer securities	2022-12-31	$49,562
2021 : GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$-971
Expenses. Total of all expenses incurred	2021-12-31	$0
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$10,694
Total plan assets at beginning of year	2021-12-31	$11,665
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$-971
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-971
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$10,694
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$11,665
Assets. Value of employer securities	2021-12-31	$10,694
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$-21,228
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$11,665
Total plan assets at beginning of year	2020-12-31	$32,893
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$-21,228
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-21,228
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$11,665
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$32,893
Assets. Value of employer securities	2020-12-31	$11,665
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,114
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$32,893
Total plan assets at beginning of year	2019-12-31	$30,779
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$2,114
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,114
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$32,893
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$30,779
Assets. Value of employer securities	2019-12-31	$32,893
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-6,963
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$30,779
Total plan assets at beginning of year	2018-12-31	$37,742
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-6,963
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-6,963
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$30,779
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$37,742
Assets. Value of employer securities	2018-12-31	$30,779
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$11,014
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$37,742
Total plan assets at beginning of year	2017-12-31	$26,728
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$11,014
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$11,014
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$37,742
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$26,728
Assets. Value of employer securities	2017-12-31	$37,742
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$-9,717
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$26,728
Total plan assets at beginning of year	2016-12-31	$36,445
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-9,717
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-9,717
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$26,728
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$36,445
Assets. Value of employer securities	2016-12-31	$26,728
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-9,603
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$36,445
Total plan assets at beginning of year	2015-12-31	$46,048
Other income received	2015-12-31	$-9,603
Net income (gross income less expenses)	2015-12-31	$-9,603
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$36,445
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$46,048
Assets. Value of employer securities	2015-12-31	$36,445
2014 : GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$2,497
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$46,049
Total plan assets at beginning of year	2014-12-31	$43,552
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$2,497
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$2,497
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$46,049
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$43,552
Assets. Value of employer securities	2014-12-31	$46,049
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$13,664
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$43,552
Total plan assets at beginning of year	2013-12-31	$29,888
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$13,664
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$13,664
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$43,552
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$29,888
Assets. Value of employer securities	2013-12-31	$43,552
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$-19,166
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$12,511
Total plan assets at beginning of year	2012-12-31	$31,677
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-19,166
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-19,166
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$12,511
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$31,677
Assets. Value of employer securities	2012-12-31	$12,511
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$7,954
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$31,677
Total plan assets at beginning of year	2011-12-31	$23,723
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$7,954
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$7,954
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$31,677
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$23,723
Assets. Value of employer securities	2011-12-31	$31,677
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : GARY FILIPPI INSURANCE GROUP INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$-93,318
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$23,723
Total plan assets at beginning of year	2010-12-31	$117,041
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$-93,318
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-93,318
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$23,723
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$117,041
Assets. Value of employer securities	2010-12-31	$23,723
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

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Company Name:	GARY FILIPPI INSURANCE GROUP INC.
Employer identification number (EIN):	270697665
NAIC Classification:	524290