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JAMES L ERB & ASSOCIATES 401K PLAN 401k Plan overview

Plan NameJAMES L ERB & ASSOCIATES 401K PLAN
Plan identification number 001

JAMES L ERB & ASSOCIATES 401K 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

JAMES L ERB & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:JAMES L ERB & ASSOCIATES
Employer identification number (EIN):592362337
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES L ERB & ASSOCIATES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WILLIAM BECKER2023-07-18
0012021-01-01WILLIAM BECKER2022-06-13
0012020-01-01WILLIAM J BECKER2021-07-09 WILLIAM J BECKER2021-07-09
0012019-01-01WILLIAM J BECKER2020-06-17 WILLIAM J BECKER2020-06-17
0012018-01-01WILLIAM J BECKER2019-04-29 WILLIAM J BECKER2019-04-29
0012017-01-01WILLIAM J BECKER2018-06-01 WILLIAM J BECKER2018-06-01
0012016-01-01WILLIAM J BECKER2017-07-12
0012015-01-01WILLIAM J BECKER2016-07-22 JAMES L ERB JR2016-07-22

Financial Data on JAMES L ERB & ASSOCIATES 401K PLAN

Measure Date Value
2025 : JAMES L ERB & ASSOCIATES 401K PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-30256518
Net assets as of the end of the plan year2025-09-301758504
Total assets as of the beginning of the plan year2025-09-301424543
Value of plan covered by a fidelity bond2025-09-30100000
Participant contributions to plan in this plan year2025-09-30120527
Other contributions to plan in this plan year2025-09-30250000
Other income to plan in this plan year2025-09-30189440
Plan net income in this plan year2025-09-30333961
Net assets as of the end of the plan year2025-09-301758504
Net assets as of the beginning of the plan year2025-09-301424543
Employer contributions to plan in this plan year2025-09-3030512
Fees paid to broker by Benefit Provider2025-09-301163
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-304486
Total liabilities as of the end of the plan year2025-04-140
Total liabilities as of the beginning of the plan year2025-04-140
Total expenses incurred by plan in this plan year2025-04-144214
Net assets as of the end of the plan year2025-04-141424543
Total assets as of the beginning of the plan year2025-04-141100530
Value of plan covered by a fidelity bond2025-04-14100000
Participant contributions to plan in this plan year2025-04-1493503
Other expenses paid from plan in this plan year2025-04-140
Other contributions to plan in this plan year2025-04-1475424
Other income to plan in this plan year2025-04-14134083
Plan net income in this plan year2025-04-14324013
Net assets as of the end of the plan year2025-04-141424543
Net assets as of the beginning of the plan year2025-04-141100530
Employer contributions to plan in this plan year2025-04-1425217
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-143257

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