Logo

THE ALLIANCE INSURANCE GROUP INC 401(K) PLAN 401k Plan overview

Plan NameTHE ALLIANCE INSURANCE GROUP INC 401(K) PLAN
Plan identification number 001

THE ALLIANCE INSURANCE GROUP INC 401(K) PLAN 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.
  • 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

THE ALLIANCE INSURANCE GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ALLIANCE INSURANCE GROUP INC.
Employer identification number (EIN):270950541
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ALLIANCE INSURANCE GROUP INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01CHARLES SIMPSON2021-09-29

Plan Statistics for THE ALLIANCE INSURANCE GROUP INC 401(K) PLAN

401k plan membership statisitcs for THE ALLIANCE INSURANCE GROUP INC 401(K) PLAN

Measure Date Value
2025: THE ALLIANCE INSURANCE GROUP INC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-067
Total number of particpants at end of year2025-05-067
Number of Participants With Account Balances2025-05-067
2024: THE ALLIANCE INSURANCE GROUP INC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-137
Total number of particpants at end of year2024-05-137
Number of Participants With Account Balances2024-05-137
2022: THE ALLIANCE INSURANCE GROUP INC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-036
Total number of particpants at end of year2022-05-036
Number of Participants With Account Balances2022-05-036

Financial Data on THE ALLIANCE INSURANCE GROUP INC 401(K) PLAN

Measure Date Value
2025 : THE ALLIANCE INSURANCE GROUP INC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-065009
Net assets as of the end of the plan year2025-05-06470341
Total assets as of the beginning of the plan year2025-05-06347635
Value of plan covered by a fidelity bond2025-05-06200000
Participant contributions to plan in this plan year2025-05-0660164
Other income to plan in this plan year2025-05-0657452
Plan net income in this plan year2025-05-06122706
Net assets as of the end of the plan year2025-05-06470341
Net assets as of the beginning of the plan year2025-05-06347635
Employer contributions to plan in this plan year2025-05-0610099
Fees paid to broker by Benefit Provider2025-05-06205
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-065009
2024 : THE ALLIANCE INSURANCE GROUP INC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-133834
Net assets as of the end of the plan year2024-05-13347635
Total assets as of the beginning of the plan year2024-05-13230181
Value of plan covered by a fidelity bond2024-05-1310000
Participant contributions to plan in this plan year2024-05-1355640
Other income to plan in this plan year2024-05-1356230
Plan net income in this plan year2024-05-13117454
Net assets as of the end of the plan year2024-05-13347635
Net assets as of the beginning of the plan year2024-05-13230181
Employer contributions to plan in this plan year2024-05-139418
Fees paid to broker by Benefit Provider2024-05-13139
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-133834
2022 : THE ALLIANCE INSURANCE GROUP INC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-033802
Net assets as of the end of the plan year2022-05-03258632
Total assets as of the beginning of the plan year2022-05-03165125
Value of plan covered by a fidelity bond2022-05-0310000
Participant contributions to plan in this plan year2022-05-0354476
Other income to plan in this plan year2022-05-0332320
Plan net income in this plan year2022-05-0393507
Net assets as of the end of the plan year2022-05-03258632
Net assets as of the beginning of the plan year2022-05-03165125
Employer contributions to plan in this plan year2022-05-0310513
Fees paid to broker by Benefit Provider2022-05-03141
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-033802

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup