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S & L INSURANCE AGENCY 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameS & L INSURANCE AGENCY 401(K) RETIREMENT PLAN
Plan identification number 002

S & L INSURANCE AGENCY 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

SHANNON & LUCHS INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHANNON & LUCHS INSURANCE AGENCY, INC.
Employer identification number (EIN):520859189
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & L INSURANCE AGENCY 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DORIAN FERNANDEZ2024-03-21
0022022-01-01DORIAN FERNANDEZ2023-03-08 DORIAN FERNANDEZ2023-03-08
0022021-01-01DORIAN FERNANDEZ2022-03-24
0022020-01-01DORIAN FERNANDEZ2021-04-20 DORIAN FERNANDEZ2021-04-20
0022019-01-01JENNIFER ZAK2020-02-26 JENNIFER ZAK2020-02-26
0022018-01-01JENNIFER ZAK2019-05-13 JENNIFER ZAK2019-05-13
0022017-01-01JENNIFER ZAK2018-03-09 JENNIFER ZAK2018-03-09
0022016-01-01DORIAN FERNANDEZ2017-03-17 JENNIFER ZAK2017-03-17
0022015-01-01JENNIFER ZAK2016-03-08 JENNIFER ZAK2016-03-08
0022014-01-01JAMES HAMERSKI2015-07-24 JAMES HAMERSKI2015-07-24
0022013-01-01JAMES HAMERSKI2014-02-24 JAMES HAMERSKI2014-02-24
0022012-01-01JAMES HAMERSKI2013-05-01 JAMES HAMERSKI2013-05-01
0022011-01-01JAMES HAMERSKI2012-07-10 JAMES HAMERSKI2012-07-10
0022010-01-01PAMELA NICKNADARVICH2011-07-14 DORIAN FERNANDEZ2011-07-14

Financial Data on S & L INSURANCE AGENCY 401(K) RETIREMENT PLAN

Measure Date Value
2025 : S & L INSURANCE AGENCY 401(K) RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-100
Total liabilities as of the end of the plan year2025-03-100
Total liabilities as of the beginning of the plan year2025-03-100
Total expenses incurred by plan in this plan year2025-03-1014795
Net assets as of the end of the plan year2025-03-10334196
Total assets as of the beginning of the plan year2025-03-10322716
Value of plan covered by a fidelity bond2025-03-10500000
Value of participant loans at end of plan year2025-03-100
Other expenses paid from plan in this plan year2025-03-100
Other contributions to plan in this plan year2025-03-100
Other income to plan in this plan year2025-03-1026275
Plan net income in this plan year2025-03-1011480
Net assets as of the end of the plan year2025-03-10334196
Net assets as of the beginning of the plan year2025-03-10322716
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-10226
2024 : S & L INSURANCE AGENCY 401(K) RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-210
Total liabilities as of the end of the plan year2024-03-210
Total liabilities as of the beginning of the plan year2024-03-210
Total expenses incurred by plan in this plan year2024-03-21454218
Net assets as of the end of the plan year2024-03-21322716
Total assets as of the beginning of the plan year2024-03-21701446
Value of plan covered by a fidelity bond2024-03-21500000
Value of participant loans at end of plan year2024-03-2115115
Other expenses paid from plan in this plan year2024-03-210
Other contributions to plan in this plan year2024-03-210
Other income to plan in this plan year2024-03-2175488
Plan net income in this plan year2024-03-21-378730
Net assets as of the end of the plan year2024-03-21322716
Net assets as of the beginning of the plan year2024-03-21701446
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-21941
2022 : S & L INSURANCE AGENCY 401(K) RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-24-781
Total liabilities as of the end of the plan year2022-03-240
Total liabilities as of the beginning of the plan year2022-03-240
Total expenses incurred by plan in this plan year2022-03-2442654
Net assets as of the end of the plan year2022-03-24945163
Total assets as of the beginning of the plan year2022-03-24868981
Value of plan covered by a fidelity bond2022-03-24500000
Participant contributions to plan in this plan year2022-03-2433439
Value of participant loans at end of plan year2022-03-2446896
Other expenses paid from plan in this plan year2022-03-240
Other contributions to plan in this plan year2022-03-240
Other income to plan in this plan year2022-03-2481745
Plan net income in this plan year2022-03-2476963
Net assets as of the end of the plan year2022-03-24945163
Net assets as of the beginning of the plan year2022-03-24868981
Employer contributions to plan in this plan year2022-03-244433
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-241815

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