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THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN 401k Plan overview

Plan NameTHE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN
Plan identification number 001

THE INSURANCE CENTER OF DURHAM INC 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

THE INSURANCE CENTER OF DURHAM I has sponsored the creation of one or more 401k plans.

Company Name:THE INSURANCE CENTER OF DURHAM I
Employer identification number (EIN):560952160
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRETT ROBERTS2024-06-06
0012022-01-01BRETT ROBERTS2023-09-22
0012021-01-01CODRUTA ROBERTS2022-05-26
0012020-01-01CODRUTA ROBERTS2021-06-04
0012019-01-01CROBERTS69332020-06-18
0012019-01-01CODRUTA ROBERTS2020-06-30
0012019-01-01CODRUTA ROBERTS2021-06-03
0012018-01-01CODRUTA ROBERTS2019-08-05
0012017-01-01CODRUTA ROBERTS2018-06-13
0012016-01-01CODRUTA ROBERTS2017-07-12
0012015-01-01CODRUTA ROBERTS2016-06-21
0012014-01-01CODRUTA ROBERTS2015-06-25
0012013-01-01CODRUTA E. ROBERTS
0012012-01-01H. L. CRAYTON
0012011-01-01H. L. CRAYTON
0012010-01-01H. L. CRAYTON
0012009-01-01H. L. CRAYTON

Financial Data on THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN

Measure Date Value
2025 : THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-12499336
Net assets as of the end of the plan year2025-05-120
Total assets as of the beginning of the plan year2025-05-12493408
Value of plan covered by a fidelity bond2025-05-1250000
Other income to plan in this plan year2025-05-125928
Plan net income in this plan year2025-05-12-493408
Net assets as of the end of the plan year2025-05-120
Net assets as of the beginning of the plan year2025-05-12493408
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-12495
2024 : THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-06417779
Net assets as of the end of the plan year2024-06-06493408
Total assets as of the beginning of the plan year2024-06-06739291
Value of plan covered by a fidelity bond2024-06-0674000
Participant contributions to plan in this plan year2024-06-0650523
Other income to plan in this plan year2024-06-0696664
Plan net income in this plan year2024-06-06-245883
Net assets as of the end of the plan year2024-06-06493408
Net assets as of the beginning of the plan year2024-06-06739291
Employer contributions to plan in this plan year2024-06-0624709
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-064013
2013 : THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$88,314
Expenses. Total of all expenses incurred2013-12-31$15,631
Benefits paid (including direct rollovers)2013-12-31$12,042
Total plan assets at end of year2013-12-31$770,057
Total plan assets at beginning of year2013-12-31$697,374
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$32,191
Expenses. Other expenses not covered elsewhere2013-12-31$174
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$40,356
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$72,683
Net plan assets at end of year (total assets less liabilities)2013-12-31$770,057
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$697,374
Assets. Value of participant loans2013-12-31$7,649
Total contributions received or receivable from employer(s)2013-12-31$15,767
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,415
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$96,159
Expenses. Total of all expenses incurred2012-12-31$38,594
Benefits paid (including direct rollovers)2012-12-31$28,428
Total plan assets at end of year2012-12-31$697,374
Total plan assets at beginning of year2012-12-31$639,809
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$31,658
Expenses. Other expenses not covered elsewhere2012-12-31$80
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$48,830
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$57,565
Net plan assets at end of year (total assets less liabilities)2012-12-31$697,374
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$639,809
Assets. Value of participant loans2012-12-31$19,242
Total contributions received or receivable from employer(s)2012-12-31$15,671
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$10,086
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$51,683
Expenses. Total of all expenses incurred2011-12-31$4,683
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$639,809
Total plan assets at beginning of year2011-12-31$592,809
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$29,254
Expenses. Other expenses not covered elsewhere2011-12-31$30
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$7,156
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$47,000
Net plan assets at end of year (total assets less liabilities)2011-12-31$639,809
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$592,809
Assets. Value of participant loans2011-12-31$32,764
Total contributions received or receivable from employer(s)2011-12-31$15,273
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,653
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$80,468
Expenses. Total of all expenses incurred2010-12-31$30,579
Benefits paid (including direct rollovers)2010-12-31$1,336
Total plan assets at end of year2010-12-31$592,809
Total plan assets at beginning of year2010-12-31$542,920
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$30,436
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$34,060
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$49,889
Net plan assets at end of year (total assets less liabilities)2010-12-31$592,809
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$542,920
Assets. Value of participant loans2010-12-31$45,597
Total contributions received or receivable from employer(s)2010-12-31$15,972
Value of certain deemed distributions of participant loans2010-12-31$23,918
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN

2013: THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE INSURANCE CENTER OF DURHAM INC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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