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STANDARD PREMIUM FINANCE RETIREMENT PLAN 401k Plan overview

Plan NameSTANDARD PREMIUM FINANCE RETIREMENT PLAN
Plan identification number 001

STANDARD PREMIUM FINANCE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

STANDARD PREMIUM FINANCE MANAGEMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:STANDARD PREMIUM FINANCE MANAGEMENT CORPORATION
Employer identification number (EIN):650259290
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANDARD PREMIUM FINANCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAGOBERTO GONZALEZ,MBA,EA2024-06-06
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012015-01-01
0012013-01-01WILLIAM KOPPELMANN2014-06-05
0012012-01-01WILLIAM KOPPELMANN2013-05-16
0012011-01-01WILLIAM KOPPELMANN2012-06-21
0012010-01-01WILLIAM KOPPELMANN2011-06-15

Plan Statistics for STANDARD PREMIUM FINANCE RETIREMENT PLAN

401k plan membership statisitcs for STANDARD PREMIUM FINANCE RETIREMENT PLAN

Measure Date Value
2025: STANDARD PREMIUM FINANCE RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-2924
Total number of particpants at end of year2025-07-2923
Number of Participants With Account Balances2025-07-2919
2024: STANDARD PREMIUM FINANCE RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-0625
Total number of particpants at end of year2024-06-0623
Number of Participants With Account Balances2024-06-0623

Financial Data on STANDARD PREMIUM FINANCE RETIREMENT PLAN

Measure Date Value
2025 : STANDARD PREMIUM FINANCE RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-290
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-2919430
Net assets as of the end of the plan year2025-07-29896415
Total assets as of the beginning of the plan year2025-07-29633764
Participant contributions to plan in this plan year2025-07-2995413
Value of participant loans at end of plan year2025-07-2922440
Other expenses paid from plan in this plan year2025-07-294784
Other contributions to plan in this plan year2025-07-295978
Other income to plan in this plan year2025-07-29120570
Plan net income in this plan year2025-07-29262651
Net assets as of the end of the plan year2025-07-29896415
Net assets as of the beginning of the plan year2025-07-29633764
Employer contributions to plan in this plan year2025-07-2960120
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-290
2024 : STANDARD PREMIUM FINANCE RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-0616500
Net assets as of the end of the plan year2024-06-06633764
Total assets as of the beginning of the plan year2024-06-06498813
Value of plan covered by a fidelity bond2024-06-06340000
Participant contributions to plan in this plan year2024-06-0652645
Value of participant loans at end of plan year2024-06-060
Other expenses paid from plan in this plan year2024-06-06887
Other income to plan in this plan year2024-06-0668118
Plan net income in this plan year2024-06-06134951
Net assets as of the end of the plan year2024-06-06633764
Net assets as of the beginning of the plan year2024-06-06498813
Employer contributions to plan in this plan year2024-06-0630688

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