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JAMES LIUFAU INSURANCE AGENCY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES LIUFAU INSURANCE AGENCY, INC. PROFIT SHARING PLAN
Plan identification number 001

JAMES LIUFAU INSURANCE AGENCY, INC. PROFIT SHARING 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.
  • 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 LIUFAU INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES LIUFAU INSURANCE AGENCY, INC.
Employer identification number (EIN):592999752
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES LIUFAU INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01JIM LIUFAU2018-10-04
0012017-01-01JIM LIUFAU2018-07-27
0012016-01-01JIM LIUFAU2017-07-13
0012015-01-01JIM LIUFAU2016-07-06
0012014-01-01JIM LIUFAU2015-07-06 JAMES F LIUFAU2015-07-06
0012013-01-01JAMES LIUFAU2014-05-29 JAMES LIUFAU2014-05-29
0012012-01-01JAMES LIUFAU2013-08-05 JAMES LIUFAU2013-08-05
0012011-01-01JAMES LIUFAU2012-06-11 JAMES LIUFAU2012-06-11
0012010-01-01JAMES F. LIUFAU2011-07-19 JAMES F. LIUFAU2011-07-19

Plan Statistics for JAMES LIUFAU INSURANCE AGENCY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES LIUFAU INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2025: JAMES LIUFAU INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-035
Total number of particpants at end of year2025-06-037
Number of Participants With Account Balances2025-06-036

Financial Data on JAMES LIUFAU INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : JAMES LIUFAU INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-030
Total expenses incurred by plan in this plan year2025-06-030
Net assets as of the end of the plan year2025-06-039214
Total assets as of the beginning of the plan year2025-06-030
Value of plan covered by a fidelity bond2025-06-0350000
Participant contributions to plan in this plan year2025-06-035095
Other income to plan in this plan year2025-06-03-51
Plan net income in this plan year2025-06-039214
Net assets as of the end of the plan year2025-06-039214
Net assets as of the beginning of the plan year2025-06-030
Employer contributions to plan in this plan year2025-06-034170
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-030

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