CHARLES W. TAPERT INSURANCE AGENCY INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN
| Measure | Date | Value |
|---|
| 2023 : CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $14,363 |
| Total income from all sources | 2023-12-31 | $14,629 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $14,363 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $14,363 |
| Total plan assets at end of year | 2023-12-31 | $14,629 |
| Value of fidelity bond covering the plan | 2023-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $13,148 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $1,481 |
| Net income (gross income less expenses) | 2023-12-31 | $266 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $266 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $0 |
| 2022 : CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $11,003 |
| Total income from all sources | 2022-12-31 | $11,315 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $11,003 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $11,003 |
| Total plan assets at end of year | 2022-12-31 | $11,315 |
| Value of fidelity bond covering the plan | 2022-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $9,300 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $2,015 |
| Net income (gross income less expenses) | 2022-12-31 | $312 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $312 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| 2021 : CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $7,367 |
| Total income from all sources | 2021-12-31 | $8,850 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $7,367 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $7,367 |
| Total plan assets at end of year | 2021-12-31 | $8,850 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $8,850 |
| Net income (gross income less expenses) | 2021-12-31 | $1,483 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,483 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| 2020 : CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $5,479 |
| Total income from all sources | 2020-12-31 | $8,717 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $5,479 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $5,479 |
| Total plan assets at end of year | 2020-12-31 | $8,717 |
| Value of fidelity bond covering the plan | 2020-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $8,717 |
| Net income (gross income less expenses) | 2020-12-31 | $3,238 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,238 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| 2019 : CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $7,554 |
| Total income from all sources | 2019-12-31 | $8,700 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $7,554 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $7,554 |
| Total plan assets at end of year | 2019-12-31 | $8,700 |
| Value of fidelity bond covering the plan | 2019-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $8,700 |
| Net income (gross income less expenses) | 2019-12-31 | $1,146 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| 2018 : CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $7,248 |
| Total income from all sources | 2018-12-31 | $8,047 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $7,248 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $7,248 |
| Total plan assets at end of year | 2018-12-31 | $8,047 |
| Value of fidelity bond covering the plan | 2018-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $8,047 |
| Net income (gross income less expenses) | 2018-12-31 | $799 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $799 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| 2017 : CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $5,846 |
| Total income from all sources | 2017-12-31 | $6,154 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $5,846 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $5,846 |
| Total plan assets at end of year | 2017-12-31 | $6,154 |
| Value of fidelity bond covering the plan | 2017-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $6,154 |
| Net income (gross income less expenses) | 2017-12-31 | $308 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $308 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| 2023: CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | First time form 5500 has been submitted | Yes |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
