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GREEN BAY INSURANCE CENTER, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameGREEN BAY INSURANCE CENTER, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

GREEN BAY INSURANCE CENTER, INC. 401(K) PROFIT SHARING 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

GREEN BAY INSURANCE CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:GREEN BAY INSURANCE CENTER, INC.
Employer identification number (EIN):391101767
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREEN BAY INSURANCE CENTER, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KEVIN SCHIEGG2024-10-02
0012022-01-01KEVIN SCHIEGG2023-10-04
0012021-01-01KEVIN SCHIEGG2022-04-20
0012020-01-01KEVIN SCHIEGG2021-04-16
0012019-01-01KEVIN SCHIEGG2020-03-02
0012018-01-01KEVIN SCHIEGG2019-02-22
0012017-01-01KEVIN SCHIEGG2018-04-19
0012016-01-01KEVIN SCHIEGG2017-05-24
0012015-01-01KEVIN SCHIEGG2016-10-10
0012014-01-01KEVIN SCHIEGG2015-03-06
0012013-01-01KEVIN SCHIEGG2014-07-10
0012012-01-01KEVIN SCHIEGG2013-05-17
0012011-01-01KEVIN SCHIEGG2012-06-19
0012010-01-01KEVIN SCHIEGG2011-03-24

Financial Data on GREEN BAY INSURANCE CENTER, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : GREEN BAY INSURANCE CENTER, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-0334030
Net assets as of the end of the plan year2025-09-035462710
Total assets as of the beginning of the plan year2025-09-034684479
Value of plan covered by a fidelity bond2025-09-03400000
Participant contributions to plan in this plan year2025-09-03182349
Value of participant loans at end of plan year2025-09-032200
Other expenses paid from plan in this plan year2025-09-0375
Other income to plan in this plan year2025-09-03470469
Plan net income in this plan year2025-09-03778231
Net assets as of the end of the plan year2025-09-035462710
Net assets as of the beginning of the plan year2025-09-034684479
Employer contributions to plan in this plan year2025-09-03159443
Fees paid to broker by Benefit Provider2025-09-038793
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0325079
2024 : GREEN BAY INSURANCE CENTER, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-02100078
Net assets as of the end of the plan year2024-10-024684479
Total assets as of the beginning of the plan year2024-10-023859295
Value of plan covered by a fidelity bond2024-10-02400000
Participant contributions to plan in this plan year2024-10-02146727
Value of participant loans at end of plan year2024-10-023772
Other expenses paid from plan in this plan year2024-10-02150
Other income to plan in this plan year2024-10-02622543
Plan net income in this plan year2024-10-02825184
Net assets as of the end of the plan year2024-10-024684479
Net assets as of the beginning of the plan year2024-10-023859295
Employer contributions to plan in this plan year2024-10-02155992
Fees paid to broker by Benefit Provider2024-10-027183
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0220317

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