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C & E INSURANCE SERVICES 401(K) PLAN 401k Plan overview

Plan NameC & E INSURANCE SERVICES 401(K) PLAN
Plan identification number 001

C & E INSURANCE SERVICES 401(K) 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

C & E INSURANCE SERVICES has sponsored the creation of one or more 401k plans.

Company Name:C & E INSURANCE SERVICES
Employer identification number (EIN):521836538
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C & E INSURANCE SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01CRYSTAL ELLIS2023-08-21 CRYSTAL ELLIS2023-08-21
0012021-01-01CRYSTAL ELLIS2022-07-26 CRYSTAL ELLIS2022-07-26
0012020-01-01CRYSTAL ELLIS2021-07-07 CRYSTAL ELLIS2021-07-07
0012019-01-01CRYSTAL ELLIS2020-05-28 CRYSTAL ELLIS2020-05-28
0012018-01-01CRYSTAL ELLIS2019-07-09

Financial Data on C & E INSURANCE SERVICES 401(K) PLAN

Measure Date Value
2025 : C & E INSURANCE SERVICES 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-0212878
Net assets as of the end of the plan year2025-07-02635868
Total assets as of the beginning of the plan year2025-07-02471531
Value of plan covered by a fidelity bond2025-07-0265000
Participant contributions to plan in this plan year2025-07-0274990
Value of participant loans at end of plan year2025-07-0231014
Other income to plan in this plan year2025-07-0261071
Plan net income in this plan year2025-07-02164337
Net assets as of the end of the plan year2025-07-02635868
Net assets as of the beginning of the plan year2025-07-02471531
Employer contributions to plan in this plan year2025-07-0241154
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-022128
2024 : C & E INSURANCE SERVICES 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-294459
Net assets as of the end of the plan year2024-08-29471531
Total assets as of the beginning of the plan year2024-08-29321586
Value of plan covered by a fidelity bond2024-08-2950000
Participant contributions to plan in this plan year2024-08-2952792
Value of participant loans at end of plan year2024-08-290
Other contributions to plan in this plan year2024-08-290
Other income to plan in this plan year2024-08-2966945
Plan net income in this plan year2024-08-29149945
Net assets as of the end of the plan year2024-08-29471531
Net assets as of the beginning of the plan year2024-08-29321586
Employer contributions to plan in this plan year2024-08-2934667
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-292552
2022 : C & E INSURANCE SERVICES 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-262933
Net assets as of the end of the plan year2022-07-26591748
Total assets as of the beginning of the plan year2022-07-26441147
Value of plan covered by a fidelity bond2022-07-2650000
Participant contributions to plan in this plan year2022-07-2651289
Value of participant loans at end of plan year2022-07-2632902
Other income to plan in this plan year2022-07-2673372
Plan net income in this plan year2022-07-26150601
Net assets as of the end of the plan year2022-07-26591748
Net assets as of the beginning of the plan year2022-07-26441147
Employer contributions to plan in this plan year2022-07-2628873
Fees paid to broker by Benefit Provider2022-07-262513
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-262933

Potentially related plans

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