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THE INSURANCE AND BROKERAGE HOUSE, LLC 401(K) PLAN 401k Plan overview

Plan NameTHE INSURANCE AND BROKERAGE HOUSE, LLC 401(K) PLAN
Plan identification number 001

THE INSURANCE AND BROKERAGE HOUSE, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
Multiple company records found for EIN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSURANCE AND BROKERAGE HOUSE, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFF HEDDEN2024-10-14
0012022-01-01JEFF HEDDEN2023-09-28
0012021-01-01JEFF HEDDEN2022-10-05
0012021-01-01JEFF HEDDEN2022-10-05

Plan Statistics for THE INSURANCE AND BROKERAGE HOUSE, LLC 401(K) PLAN

401k plan membership statisitcs for THE INSURANCE AND BROKERAGE HOUSE, LLC 401(K) PLAN

Measure Date Value
2025: THE INSURANCE AND BROKERAGE HOUSE, LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1511
Total number of particpants at end of year2025-07-1512
Number of Participants With Account Balances2025-07-1512
2024: THE INSURANCE AND BROKERAGE HOUSE, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1412
Total number of particpants at end of year2024-10-149
Number of Participants With Account Balances2024-10-149
2022: THE INSURANCE AND BROKERAGE HOUSE, LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-059
Total number of particpants at end of year2022-10-059
Number of Participants With Account Balances2022-10-059

Financial Data on THE INSURANCE AND BROKERAGE HOUSE, LLC 401(K) PLAN

Measure Date Value
2025 : THE INSURANCE AND BROKERAGE HOUSE, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-150
Total liabilities as of the end of the plan year2025-07-150
Total liabilities as of the beginning of the plan year2025-07-150
Total expenses incurred by plan in this plan year2025-07-15430
Net assets as of the end of the plan year2025-07-15751083
Total assets as of the beginning of the plan year2025-07-15487569
Value of plan covered by a fidelity bond2025-07-15200000
Participant contributions to plan in this plan year2025-07-15133693
Value of participant loans at end of plan year2025-07-1547910
Other expenses paid from plan in this plan year2025-07-150
Other contributions to plan in this plan year2025-07-158048
Other income to plan in this plan year2025-07-1595782
Plan net income in this plan year2025-07-15263514
Net assets as of the end of the plan year2025-07-15751083
Net assets as of the beginning of the plan year2025-07-15487569
Employer contributions to plan in this plan year2025-07-1526421
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-15430
2024 : THE INSURANCE AND BROKERAGE HOUSE, LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-145918
Net assets as of the end of the plan year2024-10-14487569
Total assets as of the beginning of the plan year2024-10-14276563
Value of plan covered by a fidelity bond2024-10-14200000
Participant contributions to plan in this plan year2024-10-14116870
Value of participant loans at end of plan year2024-10-1470168
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-1476181
Plan net income in this plan year2024-10-14211006
Net assets as of the end of the plan year2024-10-14487569
Net assets as of the beginning of the plan year2024-10-14276563
Employer contributions to plan in this plan year2024-10-1423873
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-14855
2022 : THE INSURANCE AND BROKERAGE HOUSE, LLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-050
Total liabilities as of the end of the plan year2022-10-050
Total liabilities as of the beginning of the plan year2022-10-050
Total expenses incurred by plan in this plan year2022-10-05120
Net assets as of the end of the plan year2022-10-05181716
Total assets as of the beginning of the plan year2022-10-050
Value of plan covered by a fidelity bond2022-10-05200000
Participant contributions to plan in this plan year2022-10-0567469
Other expenses paid from plan in this plan year2022-10-050
Other contributions to plan in this plan year2022-10-0585474
Other income to plan in this plan year2022-10-0512403
Plan net income in this plan year2022-10-05181716
Net assets as of the end of the plan year2022-10-05181716
Net assets as of the beginning of the plan year2022-10-050
Employer contributions to plan in this plan year2022-10-0516490
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-05120

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