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ROBERT J. MACK INSURANCE, INC., PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT J. MACK INSURANCE, INC., PROFIT SHARING PLAN
Plan identification number 001

ROBERT J. MACK INSURANCE, INC., PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

ROBERT J. MACK INSURANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. MACK INSURANCE, INC.
Employer identification number (EIN):341810482
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. MACK INSURANCE, INC., PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT MACK2024-05-06 ROBERT MACK2024-05-06
0012022-01-01ROBERT J MACK2023-04-28 ROBERT J MACK2023-04-28
0012021-01-01ROBERT MACK2022-04-22 ROBERT MACK2022-04-22
0012020-01-01ROBERT MACK2021-04-27 ROBERT MACK2021-04-27
0012019-01-01ROBERT MACK2020-05-26 ROBERT MACK2020-05-26
0012018-01-01ROBERT MACK2019-04-29 ROBERT MACK2019-04-29
0012017-01-01ROBERT MACK2018-05-17 ROBERT MACK2018-05-17
0012016-01-01ROBERT MACK2017-04-28 ROBERT MACK2017-04-28
0012015-01-01ROBERT J MACK2016-05-13 ROBERT J MACK2016-05-13
0012014-01-01ROBERT J MACK2015-05-01 ROBERT J MACK2015-05-01
0012013-01-01ROBERT J MACK2014-04-15 ROBERT J MACK2014-04-15
0012012-01-01ROBERT J MACK2013-04-23 ROBERT J MACK2013-04-23
0012011-01-01ROBERT J MACK2013-07-12 ROBERT J MACK2013-07-12
0012010-01-01ROBERT J MACK2011-05-09 ROBERT J MACK2011-05-09

Financial Data on ROBERT J. MACK INSURANCE, INC., PROFIT SHARING PLAN

Measure Date Value
2025 : ROBERT J. MACK INSURANCE, INC., PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-170
Total liabilities as of the end of the plan year2025-04-170
Total liabilities as of the beginning of the plan year2025-04-170
Total expenses incurred by plan in this plan year2025-04-177796
Net assets as of the end of the plan year2025-04-17258707
Total assets as of the beginning of the plan year2025-04-17200834
Value of plan covered by a fidelity bond2025-04-1725000
Participant contributions to plan in this plan year2025-04-1722000
Other expenses paid from plan in this plan year2025-04-170
Other contributions to plan in this plan year2025-04-170
Other income to plan in this plan year2025-04-1740669
Plan net income in this plan year2025-04-1757873
Net assets as of the end of the plan year2025-04-17258707
Net assets as of the beginning of the plan year2025-04-17200834
Employer contributions to plan in this plan year2025-04-173000
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-170
2024 : ROBERT J. MACK INSURANCE, INC., PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-060
Total liabilities as of the end of the plan year2024-05-060
Total liabilities as of the beginning of the plan year2024-05-060
Total expenses incurred by plan in this plan year2024-05-0622326
Net assets as of the end of the plan year2024-05-06200834
Total assets as of the beginning of the plan year2024-05-06173464
Value of plan covered by a fidelity bond2024-05-0625000
Participant contributions to plan in this plan year2024-05-0625000
Other expenses paid from plan in this plan year2024-05-060
Other contributions to plan in this plan year2024-05-060
Other income to plan in this plan year2024-05-0623054
Plan net income in this plan year2024-05-0627370
Net assets as of the end of the plan year2024-05-06200834
Net assets as of the beginning of the plan year2024-05-06173464
Employer contributions to plan in this plan year2024-05-061642
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-060
2022 : ROBERT J. MACK INSURANCE, INC., PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-220
Total liabilities as of the end of the plan year2022-04-220
Total liabilities as of the beginning of the plan year2022-04-220
Total expenses incurred by plan in this plan year2022-04-220
Net assets as of the end of the plan year2022-04-22216286
Total assets as of the beginning of the plan year2022-04-22174957
Value of plan covered by a fidelity bond2022-04-2225000
Participant contributions to plan in this plan year2022-04-2226000
Other expenses paid from plan in this plan year2022-04-220
Other contributions to plan in this plan year2022-04-220
Other income to plan in this plan year2022-04-2215329
Plan net income in this plan year2022-04-2241329
Net assets as of the end of the plan year2022-04-22216286
Net assets as of the beginning of the plan year2022-04-22174957
Employer contributions to plan in this plan year2022-04-220
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-220

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