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GEORGE C. GARRETT INSURANCE 401k Plan overview

Plan NameGEORGE C. GARRETT INSURANCE
Plan identification number 001

GEORGE C. GARRETT INSURANCE 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

GEORGE C GARRETT INSURANCE has sponsored the creation of one or more 401k plans.

Company Name:GEORGE C GARRETT INSURANCE
Employer identification number (EIN):592104544
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE C. GARRETT INSURANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01NINA BIRNBACH
0012010-01-01NINA BIRNBACH
0012009-01-01NINA BIRNBACH
0012009-01-01NINA BIRNBACH
0012009-01-01NINA BIRNBACH

Plan Statistics for GEORGE C. GARRETT INSURANCE

401k plan membership statisitcs for GEORGE C. GARRETT INSURANCE

Measure Date Value
2011: GEORGE C. GARRETT INSURANCE 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
2010: GEORGE C. GARRETT INSURANCE 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
2009: GEORGE C. GARRETT INSURANCE 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GEORGE C. GARRETT INSURANCE

Measure Date Value
2011 : GEORGE C. GARRETT INSURANCE 2011 401k financial data
Total income from all sources2011-12-31$0
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$14,768
Total plan assets at beginning of year2011-12-31$14,768
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Other income received2011-12-31$0
Net income (gross income less expenses)2011-12-31$0
Net plan assets at end of year (total assets less liabilities)2011-12-31$14,768
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$14,768
Total contributions received or receivable from employer(s)2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : GEORGE C. GARRETT INSURANCE 2010 401k financial data
Total income from all sources2010-12-31$0
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$14,768
Total plan assets at beginning of year2010-12-31$14,768
Total contributions received or receivable from participants2010-12-31$0
Other income received2010-12-31$0
Net income (gross income less expenses)2010-12-31$0
Net plan assets at end of year (total assets less liabilities)2010-12-31$14,768
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$14,768
Total contributions received or receivable from employer(s)2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : GEORGE C. GARRETT INSURANCE 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for GEORGE C. GARRETT INSURANCE

2011: GEORGE C. GARRETT INSURANCE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: GEORGE C. GARRETT INSURANCE 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: GEORGE C. GARRETT INSURANCE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Potentially related plans

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