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SAVINGS PLAN FOR EMPLOYEES OF GREATER INSURANCE SERVICE CORPORATION 401k Plan overview

Plan NameSAVINGS PLAN FOR EMPLOYEES OF GREATER INSURANCE SERVICE CORPORATION
Plan identification number 001

SAVINGS PLAN FOR EMPLOYEES OF GREATER INSURANCE SERVICE CORPORATION Benefits

401k Plan TypeDefined 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='391366917' AND PlanID='001'

401k Sponsoring company profile

GREATER INSURANCE SERVICE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:GREATER INSURANCE SERVICE CORPORATION
Employer identification number (EIN):391366917
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS PLAN FOR EMPLOYEES OF GREATER INSURANCE SERVICE CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHERRI GJERMO2024-06-24
0012022-01-01SHERRI GJERMO2023-06-29
0012021-01-01SHERRI GJERMO2022-05-27
0012020-01-01SHERRI GJERMO2021-08-10
0012019-01-01SHERRI GJERMO2020-05-03
0012018-01-01SHERRI GJERMO2019-07-15
0012017-01-01SHERRI GJERMO2018-06-28
0012016-01-01SHERRI GJERMO2017-06-29
0012015-01-01SHERRI GJERMO2016-06-03
0012014-01-01SHERRI GJERMO2015-07-06
0012013-01-01SHERRI GJERMO2014-07-21
0012012-01-01SHERI GJERMO2013-07-03
0012011-01-01TODD GRAMS2012-07-23
0012010-01-01TODD GRAMS2011-06-09

Financial Data on SAVINGS PLAN FOR EMPLOYEES OF GREATER INSURANCE SERVICE CORPORATION

Measure Date Value
2025 : SAVINGS PLAN FOR EMPLOYEES OF GREATER INSURANCE SERVICE CORPORATION 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-28731208
Net assets as of the end of the plan year2025-07-281962539
Total assets as of the beginning of the plan year2025-07-282169696
Value of plan covered by a fidelity bond2025-07-28500000
Participant contributions to plan in this plan year2025-07-2899354
Value of participant loans at end of plan year2025-07-289741
Other contributions to plan in this plan year2025-07-2881
Other income to plan in this plan year2025-07-28362757
Plan net income in this plan year2025-07-28-207157
Net assets as of the end of the plan year2025-07-281962539
Net assets as of the beginning of the plan year2025-07-282169696
Employer contributions to plan in this plan year2025-07-2861859
Fees paid to broker by Benefit Provider2025-07-2816466
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2828908
2024 : SAVINGS PLAN FOR EMPLOYEES OF GREATER INSURANCE SERVICE CORPORATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-240
Total liabilities as of the end of the plan year2024-06-240
Total liabilities as of the beginning of the plan year2024-06-240
Total expenses incurred by plan in this plan year2024-06-24235212
Net assets as of the end of the plan year2024-06-242169696
Total assets as of the beginning of the plan year2024-06-241905664
Value of plan covered by a fidelity bond2024-06-24500000
Participant contributions to plan in this plan year2024-06-2491582
Other expenses paid from plan in this plan year2024-06-240
Other contributions to plan in this plan year2024-06-240
Other income to plan in this plan year2024-06-24396816
Plan net income in this plan year2024-06-24264032
Net assets as of the end of the plan year2024-06-242169696
Net assets as of the beginning of the plan year2024-06-241905664
Employer contributions to plan in this plan year2024-06-2410846
Fees paid to broker by Benefit Provider2024-06-2414750
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2425062
2022 : SAVINGS PLAN FOR EMPLOYEES OF GREATER INSURANCE SERVICE CORPORATION 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-270
Total liabilities as of the end of the plan year2022-05-270
Total liabilities as of the beginning of the plan year2022-05-270
Total expenses incurred by plan in this plan year2022-05-27397529
Net assets as of the end of the plan year2022-05-272315875
Total assets as of the beginning of the plan year2022-05-272262719
Value of plan covered by a fidelity bond2022-05-27500000
Participant contributions to plan in this plan year2022-05-2790984
Other expenses paid from plan in this plan year2022-05-270
Other contributions to plan in this plan year2022-05-270
Other income to plan in this plan year2022-05-27349609
Plan net income in this plan year2022-05-2753156
Net assets as of the end of the plan year2022-05-272315875
Net assets as of the beginning of the plan year2022-05-272262719
Employer contributions to plan in this plan year2022-05-2710092
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2728121

Potentially related plans

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