| Plan Name | RICHARD M. GONZALEZ INSURANCE AGENCY, INC. 401(K) PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | RICHARD M. GONZALEZ INSURANCE AGENCY, INC. |
| Employer identification number (EIN): | 651158862 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about RICHARD M. GONZALEZ INSURANCE AGENCY, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2001-12-07 |
| Company Identification Number: | P01000116219 |
| Legal Registered Office Address: |
8830 CORAL WAY MIAMI 33165 |
More information about RICHARD M. GONZALEZ INSURANCE AGENCY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | RICHARD M GONZALEZ | 2024-05-24 | ||
| 003 | 2022-01-01 | RICHARD M GONZALEZ | 2023-06-08 | ||
| 003 | 2021-01-01 | RICHARD M GONZALEZ | 2022-05-17 | ||
| 003 | 2020-01-01 | RICHARD M GONZALEZ | 2021-05-10 | RICHARD M GONZALEZ | 2021-05-10 |
| 003 | 2019-01-01 | RICHARD M GONZALEZ | 2020-06-11 | ||
| 003 | 2018-01-01 | RICHARD M GONZALEZ | 2019-05-21 | ||
| 003 | 2017-01-01 | RICHARD M GONZALEZ | 2018-07-18 | ||
| 003 | 2016-01-01 | RICHARD M. GONZALEZ | 2017-06-28 | ||
| 003 | 2015-01-01 | RICHARD M GONZALEZ | 2016-05-25 | ||
| 003 | 2014-01-01 | RICHARD M GONZALEZ | 2015-02-26 | RICHARD M GONZALEZ | 2015-02-26 |
| 003 | 2013-01-01 | RICHARD GONZALEZ | 2014-06-10 | RICHARD GONZALEZ | 2014-06-10 |
| 003 | 2012-01-01 | RICHARD GONZALEZ | 2013-07-08 | RICHARD GONZALEZ | 2013-07-08 |
| 003 | 2011-01-01 | RICHARD GONZALEZ | 2012-05-23 | RICHARD GONZALEZ | 2012-05-23 |
| 003 | 2010-01-01 | RICHARD M. GONZALEZ | 2011-06-16 | RICHARD M. GONZALEZ | 2011-06-16 |
| Measure | Date | Value |
|---|---|---|
| 2025 : RICHARD M. GONZALEZ INSURANCE AGENCY, INC. 401(K) PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-05-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-01 | 797 |
| Net assets as of the end of the plan year | 2025-05-01 | 676289 |
| Total assets as of the beginning of the plan year | 2025-05-01 | 589089 |
| Value of plan covered by a fidelity bond | 2025-05-01 | 100000 |
| Participant contributions to plan in this plan year | 2025-05-01 | 39350 |
| Other income to plan in this plan year | 2025-05-01 | 40423 |
| Plan net income in this plan year | 2025-05-01 | 87200 |
| Net assets as of the end of the plan year | 2025-05-01 | 676289 |
| Net assets as of the beginning of the plan year | 2025-05-01 | 589089 |
| Employer contributions to plan in this plan year | 2025-05-01 | 8224 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-01 | 0 |
| 2024 : RICHARD M. GONZALEZ INSURANCE AGENCY, INC. 401(K) PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-05-24 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-24 | 0 |
| Net assets as of the end of the plan year | 2024-05-24 | 589089 |
| Total assets as of the beginning of the plan year | 2024-05-24 | 502179 |
| Value of plan covered by a fidelity bond | 2024-05-24 | 100000 |
| Participant contributions to plan in this plan year | 2024-05-24 | 36800 |
| Other income to plan in this plan year | 2024-05-24 | 40188 |
| Plan net income in this plan year | 2024-05-24 | 86910 |
| Net assets as of the end of the plan year | 2024-05-24 | 589089 |
| Net assets as of the beginning of the plan year | 2024-05-24 | 502179 |
| Employer contributions to plan in this plan year | 2024-05-24 | 9922 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-24 | 0 |