| Plan Name | DAVID W CURRY 401(K) PROFIT SHARING PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | DAVID W CURRY |
| Employer identification number (EIN): | 742806157 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | DAVID CURRY | 2024-05-17 | ||
| 001 | 2022-01-01 | DAVID CURRY | 2023-06-01 | ||
| 001 | 2021-01-01 | DAVID W CURRY | 2022-06-27 | ||
| 001 | 2020-01-01 | DAVID W CURRY | 2021-05-24 |
| Measure | Date | Value |
|---|---|---|
| 2024 : DAVID W CURRY 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-05-17 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-17 | 3776 |
| Net assets as of the end of the plan year | 2024-05-17 | 74733 |
| Total assets as of the beginning of the plan year | 2024-05-17 | 40469 |
| Participant contributions to plan in this plan year | 2024-05-17 | 18595 |
| Value of participant loans at end of plan year | 2024-05-17 | 10000 |
| Other expenses paid from plan in this plan year | 2024-05-17 | 0 |
| Other contributions to plan in this plan year | 2024-05-17 | 0 |
| Other income to plan in this plan year | 2024-05-17 | 9836 |
| Plan net income in this plan year | 2024-05-17 | 34264 |
| Net assets as of the end of the plan year | 2024-05-17 | 74733 |
| Net assets as of the beginning of the plan year | 2024-05-17 | 40469 |
| Employer contributions to plan in this plan year | 2024-05-17 | 9609 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-17 | 2000 |
| 2022 : DAVID W CURRY 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-06-27 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-27 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-27 | 1291 |
| Net assets as of the end of the plan year | 2022-06-27 | 27484 |
| Total assets as of the beginning of the plan year | 2022-06-27 | 11298 |
| Participant contributions to plan in this plan year | 2022-06-27 | 9511 |
| Other expenses paid from plan in this plan year | 2022-06-27 | 0 |
| Other contributions to plan in this plan year | 2022-06-27 | 0 |
| Other income to plan in this plan year | 2022-06-27 | 1974 |
| Plan net income in this plan year | 2022-06-27 | 16186 |
| Net assets as of the end of the plan year | 2022-06-27 | 27484 |
| Net assets as of the beginning of the plan year | 2022-06-27 | 11298 |
| Employer contributions to plan in this plan year | 2022-06-27 | 5992 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-27 | 268 |