| Plan Name | EMPLOYEE BENEFIT PLAN OF SALE INSURANCE AGENCY, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SALE INSURANCE AGENCY, INC. |
| Employer identification number (EIN): | 592994812 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about SALE INSURANCE AGENCY, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1990-03-12 |
| Company Identification Number: | L57774 |
| Legal Registered Office Address: |
309 S. TENNESSEE AVENUE LAKELAND 33801 |
More information about SALE INSURANCE AGENCY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | BRITTANY SALE | 2024-07-23 | ||
| 001 | 2021-01-01 | BRITTANY SALE | 2022-09-26 | ||
| 001 | 2020-01-01 | BRITTANY SALE | 2021-07-13 | ||
| 001 | 2020-01-01 | BRITTANY SALE | 2021-07-13 | ||
| 001 | 2018-01-01 | BRITTANY SALE | 2019-10-04 |
| Measure | Date | Value |
|---|---|---|
| 2025 : EMPLOYEE BENEFIT PLAN OF SALE INSURANCE AGENCY, INC. 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-08 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-08 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-08 | 0 |
| Net assets as of the end of the plan year | 2025-10-08 | 579580 |
| Total assets as of the beginning of the plan year | 2025-10-08 | 471144 |
| Value of plan covered by a fidelity bond | 2025-10-08 | 50000 |
| Participant contributions to plan in this plan year | 2025-10-08 | 18080 |
| Other expenses paid from plan in this plan year | 2025-10-08 | 0 |
| Other contributions to plan in this plan year | 2025-10-08 | 0 |
| Other income to plan in this plan year | 2025-10-08 | 87732 |
| Plan net income in this plan year | 2025-10-08 | 108436 |
| Net assets as of the end of the plan year | 2025-10-08 | 579580 |
| Net assets as of the beginning of the plan year | 2025-10-08 | 471144 |
| Employer contributions to plan in this plan year | 2025-10-08 | 2624 |
| Fees paid to broker by Benefit Provider | 2025-10-08 | 102 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-08 | 0 |
| 2024 : EMPLOYEE BENEFIT PLAN OF SALE INSURANCE AGENCY, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-23 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-23 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-23 | 408 |
| Net assets as of the end of the plan year | 2024-07-23 | 471144 |
| Total assets as of the beginning of the plan year | 2024-07-23 | 337044 |
| Value of plan covered by a fidelity bond | 2024-07-23 | 40000 |
| Participant contributions to plan in this plan year | 2024-07-23 | 53964 |
| Other expenses paid from plan in this plan year | 2024-07-23 | 0 |
| Other contributions to plan in this plan year | 2024-07-23 | 0 |
| Other income to plan in this plan year | 2024-07-23 | 73000 |
| Plan net income in this plan year | 2024-07-23 | 134100 |
| Net assets as of the end of the plan year | 2024-07-23 | 471144 |
| Net assets as of the beginning of the plan year | 2024-07-23 | 337044 |
| Employer contributions to plan in this plan year | 2024-07-23 | 7544 |
| Fees paid to broker by Benefit Provider | 2024-07-23 | 196 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-23 | 0 |