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| Plan Name | C. R. GREGORY INSURANCE 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | C. R. GREGORY INSURANCE INC |
| Employer identification number (EIN): | 621515432 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-07-01 | PHILIP RAINES | 2024-11-25 | ||
| 001 | 2022-07-01 | PHILIP RAINES | 2024-01-12 | ||
| 001 | 2021-07-01 | PHILIP RAINES | 2022-11-10 | ||
| 001 | 2020-07-01 | PHILIP RAINES | 2021-10-15 | ||
| 001 | 2019-07-01 | PHILIP RAINES | 2020-10-13 | ||
| 001 | 2018-07-01 | PHILIP RAINES | 2019-08-12 | ||
| 001 | 2017-07-01 | PHILIP RAINES | 2018-08-01 | ||
| 001 | 2016-07-01 | PHILIP RAINES | 2017-12-18 | ||
| 001 | 2015-07-01 | PHILIP RAINES | 2017-01-12 | ||
| 001 | 2014-07-01 | CHARLES R. GREGORY | 2016-01-26 | ||
| 001 | 2013-07-01 | CHARLES R. GREGORY | 2014-12-24 | ||
| 001 | 2012-07-01 | CHARLES R. GREGORY | 2013-11-15 | ||
| 001 | 2011-07-01 | CHARLES R. GREGORY | 2012-11-30 | ||
| 001 | 2010-07-01 | CHARLES R. GREGORY | 2011-12-03 |
| Measure | Date | Value |
|---|---|---|
| 2024: C. R. GREGORY INSURANCE 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-11-25 | 5 |
| Total number of particpants at end of year | 2024-11-25 | 5 |
| Number of Participants With Account Balances | 2024-11-25 | 5 |
| Measure | Date | Value |
|---|---|---|
| 2024 : C. R. GREGORY INSURANCE 401(K) PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-11-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-11-25 | 0 |
| Total expenses incurred by plan in this plan year | 2024-11-25 | 2316 |
| Net assets as of the end of the plan year | 2024-11-25 | 436807 |
| Total assets as of the beginning of the plan year | 2024-11-25 | 327968 |
| Value of plan covered by a fidelity bond | 2024-11-25 | 100000 |
| Participant contributions to plan in this plan year | 2024-11-25 | 42839 |
| Other income to plan in this plan year | 2024-11-25 | 54742 |
| Plan net income in this plan year | 2024-11-25 | 108839 |
| Net assets as of the end of the plan year | 2024-11-25 | 436807 |
| Net assets as of the beginning of the plan year | 2024-11-25 | 327968 |
| Employer contributions to plan in this plan year | 2024-11-25 | 13574 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-25 | 190 |
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