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BENEFITS SOURCE INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameBENEFITS SOURCE INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

BENEFITS SOURCE INC 401 K PROFIT SHARING PLAN TRUST 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

BENEFITS SOURCE INC has sponsored the creation of one or more 401k plans.

Company Name:BENEFITS SOURCE INC
Employer identification number (EIN):742986080
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFITS SOURCE INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LISA NAVA2024-05-07
0012022-01-01LISA NAVA2023-07-27
0012021-01-01LISA NAVA2022-07-01
0012020-01-01LISA BUENTELLO NAVA2021-07-13
0012019-01-01LISA NAVA2020-07-20
0012018-01-01LISA NAVA2019-07-09
0012017-01-01LISA NAVA2018-07-17
0012016-01-01LISA NAVA2017-07-11
0012015-01-01LISA B. NAA2016-07-12
0012014-01-01LISA NAVA2015-06-04
0012013-01-01LISA NAVA2014-07-01
0012012-01-01BENEFITS SOURCE INC2013-07-02
0012011-01-01INSURANCE RETIREMENT SOLUTI2012-07-12
0012010-01-01INS RETIRE SOL INC2011-07-19

Financial Data on BENEFITS SOURCE INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : BENEFITS SOURCE INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-040
Total liabilities as of the end of the plan year2025-06-040
Total liabilities as of the beginning of the plan year2025-06-040
Total expenses incurred by plan in this plan year2025-06-0413655
Net assets as of the end of the plan year2025-06-04589335
Total assets as of the beginning of the plan year2025-06-04464887
Value of plan covered by a fidelity bond2025-06-0446489
Participant contributions to plan in this plan year2025-06-0453868
Other expenses paid from plan in this plan year2025-06-040
Other contributions to plan in this plan year2025-06-040
Other income to plan in this plan year2025-06-0461841
Plan net income in this plan year2025-06-04124448
Net assets as of the end of the plan year2025-06-04589335
Net assets as of the beginning of the plan year2025-06-04464887
Employer contributions to plan in this plan year2025-06-0422394
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-045458
2024 : BENEFITS SOURCE INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-070
Total liabilities as of the end of the plan year2024-05-070
Total liabilities as of the beginning of the plan year2024-05-070
Total expenses incurred by plan in this plan year2024-05-0768664
Net assets as of the end of the plan year2024-05-07464887
Total assets as of the beginning of the plan year2024-05-07395202
Value of plan covered by a fidelity bond2024-05-0739520
Participant contributions to plan in this plan year2024-05-0760514
Other expenses paid from plan in this plan year2024-05-070
Other contributions to plan in this plan year2024-05-070
Other income to plan in this plan year2024-05-0755690
Plan net income in this plan year2024-05-0769685
Net assets as of the end of the plan year2024-05-07464887
Net assets as of the beginning of the plan year2024-05-07395202
Employer contributions to plan in this plan year2024-05-0722145
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-074180
2022 : BENEFITS SOURCE INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-010
Total liabilities as of the end of the plan year2022-07-010
Total liabilities as of the beginning of the plan year2022-07-010
Total expenses incurred by plan in this plan year2022-07-015820
Net assets as of the end of the plan year2022-07-01373801
Total assets as of the beginning of the plan year2022-07-01285012
Value of plan covered by a fidelity bond2022-07-0128501
Participant contributions to plan in this plan year2022-07-0141281
Other expenses paid from plan in this plan year2022-07-010
Other contributions to plan in this plan year2022-07-010
Other income to plan in this plan year2022-07-0143232
Plan net income in this plan year2022-07-0188789
Net assets as of the end of the plan year2022-07-01373801
Net assets as of the beginning of the plan year2022-07-01285012
Employer contributions to plan in this plan year2022-07-0110096
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-013158

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