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NATIONAL INSURANCE BROKERAGE I 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameNATIONAL INSURANCE BROKERAGE I 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

NATIONAL INSURANCE BROKERAGE I 401 K PROFIT SHARING PLAN TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

NATIONAL INSURANCE BROKERAGE I has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL INSURANCE BROKERAGE I
Employer identification number (EIN):581521925
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL INSURANCE BROKERAGE I 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SUZANNE HUNT2024-07-24
0012022-01-01SUZANNE HUNT2023-07-27
0012021-01-01SUZANNE HUNT2022-07-31
0012019-01-01SUZANNE HUNT2020-07-30 SUZANNE HUNT2020-07-30
0012018-01-01SUZANNE HUNT2019-07-31 SUZANNE HUNT2019-07-31
0012017-01-01SUZANNE HUNT2018-07-31
0012016-01-01CARRIE MAYNE2017-09-27
0012015-01-01CARRIE MAYNE2017-09-27

Plan Statistics for NATIONAL INSURANCE BROKERAGE I 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for NATIONAL INSURANCE BROKERAGE I 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: NATIONAL INSURANCE BROKERAGE I 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-305
Total number of particpants at end of year2025-07-304
Number of Participants With Account Balances2025-07-304
2024: NATIONAL INSURANCE BROKERAGE I 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-244
Total number of particpants at end of year2024-07-244
Number of Participants With Account Balances2024-07-244

Financial Data on NATIONAL INSURANCE BROKERAGE I 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : NATIONAL INSURANCE BROKERAGE I 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-304248
Net assets as of the end of the plan year2025-07-30228374
Total assets as of the beginning of the plan year2025-07-30149926
Value of plan covered by a fidelity bond2025-07-3030000
Participant contributions to plan in this plan year2025-07-3040223
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-3034454
Plan net income in this plan year2025-07-3078448
Net assets as of the end of the plan year2025-07-30228374
Net assets as of the beginning of the plan year2025-07-30149926
Employer contributions to plan in this plan year2025-07-308019
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30956
2024 : NATIONAL INSURANCE BROKERAGE I 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-241993
Net assets as of the end of the plan year2024-07-24149926
Total assets as of the beginning of the plan year2024-07-2481959
Value of plan covered by a fidelity bond2024-07-2430000
Participant contributions to plan in this plan year2024-07-2441299
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-2421004
Plan net income in this plan year2024-07-2467967
Net assets as of the end of the plan year2024-07-24149926
Net assets as of the beginning of the plan year2024-07-2481959
Employer contributions to plan in this plan year2024-07-247657
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-24501

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