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| Plan Name | DAVID J. WLOS SAVINGS AND RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | WLOS INSURANCE AGENCY |
| Employer identification number (EIN): | 465598668 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | CYNTHIA WLOS | 2024-10-08 | ||
| 001 | 2022-01-01 | CYNTHIA WLOS | 2023-06-15 | ||
| 001 | 2021-01-01 | CYNTHIA WLOS | 2022-06-21 | ||
| 001 | 2021-01-01 | CYNTHIA WLOS | 2023-02-07 |
| Measure | Date | Value |
|---|---|---|
| 2024: DAVID J. WLOS SAVINGS AND RETIREMENT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-08 | 2 |
| Total number of particpants at end of year | 2024-10-08 | 2 |
| Number of Participants With Account Balances | 2024-10-08 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2024 : DAVID J. WLOS SAVINGS AND RETIREMENT PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-08 | 129649 |
| Net assets as of the end of the plan year | 2024-10-08 | 87947 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 144946 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 15000 |
| Participant contributions to plan in this plan year | 2024-10-08 | 30000 |
| Other contributions to plan in this plan year | 2024-10-08 | 0 |
| Other income to plan in this plan year | 2024-10-08 | 1541 |
| Plan net income in this plan year | 2024-10-08 | -56999 |
| Net assets as of the end of the plan year | 2024-10-08 | 87947 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 144946 |
| Employer contributions to plan in this plan year | 2024-10-08 | 41109 |