Logo

THE INSURANCE EXCHANGE OF AMERICA 401(K) PLAN 401k Plan overview

Plan NameTHE INSURANCE EXCHANGE OF AMERICA 401(K) PLAN
Plan identification number 001

THE INSURANCE EXCHANGE OF AMERICA 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 INSURANCE EXCHANGE OF AMERIC has sponsored the creation of one or more 401k plans.

Company Name:THE INSURANCE EXCHANGE OF AMERIC
Employer identification number (EIN):450765422
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSURANCE EXCHANGE OF AMERICA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ISORA DELMAS2024-07-09
0012022-01-01ISORA DELMAS2023-06-22
0012021-01-01BRIAN REILLY2022-06-09
0012020-01-01BRIAN REILLY2021-07-13
0012019-01-01BRIAN REILLY2021-07-20

Financial Data on THE INSURANCE EXCHANGE OF AMERICA 401(K) PLAN

Measure Date Value
2025 : THE INSURANCE EXCHANGE OF AMERICA 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-3129958
Net assets as of the end of the plan year2025-07-31191344
Total assets as of the beginning of the plan year2025-07-31171131
Value of plan covered by a fidelity bond2025-07-3118000
Participant contributions to plan in this plan year2025-07-3134104
Value of participant loans at end of plan year2025-07-319638
Other income to plan in this plan year2025-07-319632
Plan net income in this plan year2025-07-3120213
Net assets as of the end of the plan year2025-07-31191344
Net assets as of the beginning of the plan year2025-07-31171131
Employer contributions to plan in this plan year2025-07-316435
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-31750
2024 : THE INSURANCE EXCHANGE OF AMERICA 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-0927260
Net assets as of the end of the plan year2024-07-09171131
Total assets as of the beginning of the plan year2024-07-09143780
Value of plan covered by a fidelity bond2024-07-0915000
Participant contributions to plan in this plan year2024-07-0933912
Value of participant loans at end of plan year2024-07-0915708
Other income to plan in this plan year2024-07-0915081
Plan net income in this plan year2024-07-0927351
Net assets as of the end of the plan year2024-07-09171131
Net assets as of the beginning of the plan year2024-07-09143780
Employer contributions to plan in this plan year2024-07-095618
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-09710
2022 : THE INSURANCE EXCHANGE OF AMERICA 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-0910945
Net assets as of the end of the plan year2022-06-09186944
Total assets as of the beginning of the plan year2022-06-09138314
Value of plan covered by a fidelity bond2022-06-0914000
Participant contributions to plan in this plan year2022-06-0941685
Value of participant loans at end of plan year2022-06-0917246
Other income to plan in this plan year2022-06-0910841
Plan net income in this plan year2022-06-0948630
Net assets as of the end of the plan year2022-06-09186944
Net assets as of the beginning of the plan year2022-06-09138314
Employer contributions to plan in this plan year2022-06-097049
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-09345

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
401k Lookup     VAT Lookup S1