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THE FINANCIAL & INSURANCE SERVICES GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE FINANCIAL & INSURANCE SERVICES GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE FINANCIAL & INSURANCE SERVICES GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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

THE FINANCIAL & INSURANCE SERVICES GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE FINANCIAL & INSURANCE SERVICES GROUP, INC.
Employer identification number (EIN):660611132
NAIC Classification:522291
NAIC Description:Consumer Lending

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FINANCIAL & INSURANCE SERVICES GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01SHERYL BLANCO2017-06-22
0012015-01-01SHERYL BLANCO2016-09-13
0012014-01-01SHERYL S. BLANCO2015-07-15
0012013-01-01
0012012-01-01SHERYL SIZEMORE-CAMACHO2013-06-17
0012011-01-01SHERYL SIZEMORE-CAMACHO2012-07-27 SHERYL SIZEMORE-CAMACHO2012-07-27
0012010-01-01EDWARD W. CAMACHO2011-07-27 EDWARD W. CAMACHO2011-07-27

Financial Data on THE FINANCIAL & INSURANCE SERVICES GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : THE FINANCIAL & INSURANCE SERVICES GROUP, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-301807
Net assets as of the end of the plan year2025-06-30163742
Total assets as of the beginning of the plan year2025-06-30145951
Participant contributions to plan in this plan year2025-06-303840
Value of participant loans at end of plan year2025-06-3012239
Other income to plan in this plan year2025-06-3015374
Plan net income in this plan year2025-06-3017791
Net assets as of the end of the plan year2025-06-30163742
Net assets as of the beginning of the plan year2025-06-30145951
Employer contributions to plan in this plan year2025-06-30384
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-301807
2024 : THE FINANCIAL & INSURANCE SERVICES GROUP, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-180
Total expenses incurred by plan in this plan year2024-06-181580
Net assets as of the end of the plan year2024-06-18145951
Total assets as of the beginning of the plan year2024-06-18126687
Participant contributions to plan in this plan year2024-06-182640
Value of participant loans at end of plan year2024-06-1829240
Other expenses paid from plan in this plan year2024-06-180
Other contributions to plan in this plan year2024-06-180
Other income to plan in this plan year2024-06-1817940
Plan net income in this plan year2024-06-1819264
Net assets as of the end of the plan year2024-06-18145951
Net assets as of the beginning of the plan year2024-06-18126687
Employer contributions to plan in this plan year2024-06-18264
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-181580
2022 : THE FINANCIAL & INSURANCE SERVICES GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-041524
Net assets as of the end of the plan year2022-07-04141126
Total assets as of the beginning of the plan year2022-07-04127157
Participant contributions to plan in this plan year2022-07-042640
Value of participant loans at end of plan year2022-07-0438031
Other contributions to plan in this plan year2022-07-040
Other income to plan in this plan year2022-07-0412589
Plan net income in this plan year2022-07-0413969
Net assets as of the end of the plan year2022-07-04141126
Net assets as of the beginning of the plan year2022-07-04127157
Employer contributions to plan in this plan year2022-07-04264
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-041524

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