ALLIANCE INSURANCE ADVISORS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLIANCE INSURANCE ADVISORS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : ALLIANCE INSURANCE ADVISORS 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-04-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-23 | 4998 |
| Net assets as of the end of the plan year | 2025-04-23 | 782392 |
| Total assets as of the beginning of the plan year | 2025-04-23 | 541521 |
| Value of plan covered by a fidelity bond | 2025-04-23 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-23 | 99882 |
| Other income to plan in this plan year | 2025-04-23 | 101801 |
| Plan net income in this plan year | 2025-04-23 | 240871 |
| Net assets as of the end of the plan year | 2025-04-23 | 782392 |
| Net assets as of the beginning of the plan year | 2025-04-23 | 541521 |
| Employer contributions to plan in this plan year | 2025-04-23 | 44186 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-23 | 2548 |
| 2024 : ALLIANCE INSURANCE ADVISORS 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-06-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-17 | 475684 |
| Net assets as of the end of the plan year | 2024-06-17 | 541521 |
| Total assets as of the beginning of the plan year | 2024-06-17 | 744005 |
| Value of plan covered by a fidelity bond | 2024-06-17 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-17 | 95466 |
| Other expenses paid from plan in this plan year | 2024-06-17 | 0 |
| Other contributions to plan in this plan year | 2024-06-17 | 0 |
| Other income to plan in this plan year | 2024-06-17 | 139804 |
| Plan net income in this plan year | 2024-06-17 | -202484 |
| Net assets as of the end of the plan year | 2024-06-17 | 541521 |
| Net assets as of the beginning of the plan year | 2024-06-17 | 744005 |
| Employer contributions to plan in this plan year | 2024-06-17 | 37930 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-17 | 0 |
| 2022 : ALLIANCE INSURANCE ADVISORS 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-28 | 23757 |
| Net assets as of the end of the plan year | 2022-07-28 | 323985 |
| Total assets as of the beginning of the plan year | 2022-07-28 | 196198 |
| Value of plan covered by a fidelity bond | 2022-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-28 | 74976 |
| Other income to plan in this plan year | 2022-07-28 | 41586 |
| Plan net income in this plan year | 2022-07-28 | 127787 |
| Net assets as of the end of the plan year | 2022-07-28 | 323985 |
| Net assets as of the beginning of the plan year | 2022-07-28 | 196198 |
| Employer contributions to plan in this plan year | 2022-07-28 | 34982 |
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