| Plan Name | THE INSURANCE MART, INC. SIMPLE 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE INSURANCE MART, INC. |
| Employer identification number (EIN): | 640588845 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about THE INSURANCE MART, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1982-06-09 |
| Company Identification Number: | F84609 |
| Legal Registered Office Address: |
13471 SOUTH DIXIE HIGHWAY MIAMI 33156 |
More information about THE INSURANCE MART, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | ||||
| 001 | 2013-01-01 | LADD BRATCHER | 2014-08-12 | ||
| 001 | 2012-01-01 | LADD BRATCHER | 2013-07-15 | ||
| 001 | 2011-01-01 | LADD BRATCHER | 2012-08-02 | ||
| 001 | 2010-01-01 | MARK YAHOUDY | 2011-05-13 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE INSURANCE MART, INC. SIMPLE 401(K) PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-21 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-21 | 141686 |
| Net assets as of the end of the plan year | 2025-07-21 | 1157313 |
| Total assets as of the beginning of the plan year | 2025-07-21 | 1132610 |
| Value of plan covered by a fidelity bond | 2025-07-21 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-21 | 46802 |
| Value of participant loans at end of plan year | 2025-07-21 | 1212 |
| Other expenses paid from plan in this plan year | 2025-07-21 | 0 |
| Other contributions to plan in this plan year | 2025-07-21 | 0 |
| Other income to plan in this plan year | 2025-07-21 | 103185 |
| Plan net income in this plan year | 2025-07-21 | 24703 |
| Net assets as of the end of the plan year | 2025-07-21 | 1157313 |
| Net assets as of the beginning of the plan year | 2025-07-21 | 1132610 |
| Employer contributions to plan in this plan year | 2025-07-21 | 16402 |
| Fees paid to broker by Benefit Provider | 2025-07-21 | 4616 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-21 | 0 |
| 2024 : THE INSURANCE MART, INC. SIMPLE 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-13 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-13 | 31405 |
| Net assets as of the end of the plan year | 2024-09-13 | 1132610 |
| Total assets as of the beginning of the plan year | 2024-09-13 | 1007259 |
| Value of plan covered by a fidelity bond | 2024-09-13 | 200000 |
| Participant contributions to plan in this plan year | 2024-09-13 | 44457 |
| Value of participant loans at end of plan year | 2024-09-13 | 0 |
| Other expenses paid from plan in this plan year | 2024-09-13 | 0 |
| Other contributions to plan in this plan year | 2024-09-13 | 0 |
| Other income to plan in this plan year | 2024-09-13 | 96244 |
| Plan net income in this plan year | 2024-09-13 | 125351 |
| Net assets as of the end of the plan year | 2024-09-13 | 1132610 |
| Net assets as of the beginning of the plan year | 2024-09-13 | 1007259 |
| Employer contributions to plan in this plan year | 2024-09-13 | 16055 |
| Fees paid to broker by Benefit Provider | 2024-09-13 | 4217 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-13 | 270 |