DAN SCHANI INSURANCE AGENCY LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAN SCHANI INSURANCE AGENCY LLC 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : DAN SCHANI INSURANCE AGENCY LLC 401K PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $80,317 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $356 |
| Total plan assets at end of year | 2024-01-01 | $193,760 |
| Total plan assets at beginning of year | 2024-01-01 | $113,799 |
| Value of fidelity bond covering the plan | 2024-01-01 | $30,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $28,322 |
| Other income received | 2024-01-01 | $18,131 |
| Net income (gross income less expenses) | 2024-01-01 | $79,961 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $193,760 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $113,799 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $33,864 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $356 |
| 2023 : DAN SCHANI INSURANCE AGENCY LLC 401K PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $52,323 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $5,796 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $5,542 |
| Total plan assets at end of year | 2023-12-31 | $113,799 |
| Total plan assets at beginning of year | 2023-12-31 | $67,272 |
| Value of fidelity bond covering the plan | 2023-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $27,434 |
| Other income received | 2023-12-31 | $13,976 |
| Net income (gross income less expenses) | 2023-12-31 | $46,527 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $113,799 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $67,272 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $10,913 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $254 |
| 2022 : DAN SCHANI INSURANCE AGENCY LLC 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $31,870 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $153 |
| Total plan assets at end of year | 2022-12-31 | $67,272 |
| Total plan assets at beginning of year | 2022-12-31 | $35,555 |
| Value of fidelity bond covering the plan | 2022-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $26,314 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $153 |
| Other income received | 2022-12-31 | $-5,848 |
| Net income (gross income less expenses) | 2022-12-31 | $31,717 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $67,272 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $35,555 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $11,404 |
| 2021 : DAN SCHANI INSURANCE AGENCY LLC 401K PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $35,599 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $44 |
| Total plan assets at end of year | 2021-12-31 | $35,555 |
| Value of fidelity bond covering the plan | 2021-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $23,946 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $44 |
| Other income received | 2021-12-31 | $559 |
| Net income (gross income less expenses) | 2021-12-31 | $35,555 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $35,555 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $11,094 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
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
