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BRIAN A. GLAESER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 401k Plan overview

Plan NameBRIAN A. GLAESER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN
Plan identification number 001

BRIAN A. GLAESER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING 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
  • 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

BRIAN A. GLAESER INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRIAN A. GLAESER INSURANCE AGENCY, INC.
Employer identification number (EIN):650269345
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about BRIAN A. GLAESER INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1991-05-15
Company Identification Number: S55776
Legal Registered Office Address: 3765 AIRPORT RD N

NAPLES

34105

More information about BRIAN A. GLAESER INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN A. GLAESER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRIAN GLAESER2024-10-29
0012022-01-01BRIAN GLAESER2023-09-07 BRIAN GLAESER2023-09-07
0012021-01-01BRIAN A GLAESER2022-09-22 BRIAN A GLAESER2022-09-22
0012020-01-01BRIAN A GLAESER2021-10-13
0012019-01-01BRIAN A GLAESER2020-10-12
0012018-01-01BRIAN A GLAESER2019-10-14
0012017-01-01BRIAN A GLAESER2018-10-05
0012016-01-01BRIAN A GLAESER2017-09-25
0012015-01-01BRIAN A GLAESER2016-09-15
0012014-01-01BRIAN A GLAESER2015-10-08
0012013-01-01BRIAN GLAESER2014-09-15 BRIAN GLAESER2014-09-15
0012012-01-01BRIAN GLAESER2013-09-06 BRIAN GLAESER2013-09-06
0012011-01-01BRIAN GLAESER2012-08-24 BRIAN GLAESER2012-08-24
0012010-01-01BRIAN GLAESER2011-09-06 BRIAN GLAESER2011-09-06

Financial Data on BRIAN A. GLAESER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN

Measure Date Value
2025 : BRIAN A. GLAESER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-060
Total liabilities as of the end of the plan year2025-10-060
Total liabilities as of the beginning of the plan year2025-10-060
Total expenses incurred by plan in this plan year2025-10-0616817
Net assets as of the end of the plan year2025-10-063821776
Total assets as of the beginning of the plan year2025-10-063221712
Value of plan covered by a fidelity bond2025-10-06450000
Participant contributions to plan in this plan year2025-10-060
Other expenses paid from plan in this plan year2025-10-060
Other contributions to plan in this plan year2025-10-060
Other income to plan in this plan year2025-10-06516881
Plan net income in this plan year2025-10-06600064
Net assets as of the end of the plan year2025-10-063821776
Net assets as of the beginning of the plan year2025-10-063221712
Employer contributions to plan in this plan year2025-10-06100000
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0616817
2024 : BRIAN A. GLAESER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-290
Total liabilities as of the beginning of the plan year2024-10-290
Total expenses incurred by plan in this plan year2024-10-2914710
Net assets as of the end of the plan year2024-10-293221712
Total assets as of the beginning of the plan year2024-10-292704494
Value of plan covered by a fidelity bond2024-10-29300000
Participant contributions to plan in this plan year2024-10-290
Value of participant loans at end of plan year2024-10-290
Other expenses paid from plan in this plan year2024-10-290
Other contributions to plan in this plan year2024-10-290
Other income to plan in this plan year2024-10-29431928
Plan net income in this plan year2024-10-29517218
Net assets as of the end of the plan year2024-10-293221712
Net assets as of the beginning of the plan year2024-10-292704494
Employer contributions to plan in this plan year2024-10-29100000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-2914389

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