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AFFILIATES INSURANCE & INVESTM 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameAFFILIATES INSURANCE & INVESTM 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

AFFILIATES INSURANCE & INVESTM 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

AFFILIATES INSURANCE & INVEST has sponsored the creation of one or more 401k plans.

Company Name:AFFILIATES INSURANCE & INVEST
Employer identification number (EIN):743200331
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AFFILIATES INSURANCE & INVESTM 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERISA FIDUCIARY SERVICES2024-05-04
0012022-01-01ERISA FIDUCIARY SERVICES2023-04-07
0012021-01-01ERISSA FIDUCIARY SERVICES INC2022-06-17
0012020-01-01ERISA FIDUCIARY SERVICES, INC2021-06-21

Plan Statistics for AFFILIATES INSURANCE & INVESTM 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for AFFILIATES INSURANCE & INVESTM 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: AFFILIATES INSURANCE & INVESTM 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-203
Total number of particpants at end of year2025-07-204
Number of Participants With Account Balances2025-07-202
2024: AFFILIATES INSURANCE & INVESTM 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-042
Total number of particpants at end of year2024-05-043
Number of Participants With Account Balances2024-05-042
2022: AFFILIATES INSURANCE & INVESTM 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-172
Total number of particpants at end of year2022-06-172
Number of Participants With Account Balances2022-06-172

Financial Data on AFFILIATES INSURANCE & INVESTM 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : AFFILIATES INSURANCE & INVESTM 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-201911
Net assets as of the end of the plan year2025-07-20138571
Total assets as of the beginning of the plan year2025-07-2094888
Value of plan covered by a fidelity bond2025-07-2010000
Participant contributions to plan in this plan year2025-07-2033014
Other income to plan in this plan year2025-07-207840
Plan net income in this plan year2025-07-2043683
Net assets as of the end of the plan year2025-07-20138571
Net assets as of the beginning of the plan year2025-07-2094888
Employer contributions to plan in this plan year2025-07-204740
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-201911
2024 : AFFILIATES INSURANCE & INVESTM 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-040
Total liabilities as of the end of the plan year2024-05-040
Total liabilities as of the beginning of the plan year2024-05-040
Total expenses incurred by plan in this plan year2024-05-041431
Net assets as of the end of the plan year2024-05-0494888
Total assets as of the beginning of the plan year2024-05-0451841
Value of plan covered by a fidelity bond2024-05-0420000
Participant contributions to plan in this plan year2024-05-0430249
Other expenses paid from plan in this plan year2024-05-040
Other contributions to plan in this plan year2024-05-040
Other income to plan in this plan year2024-05-049720
Plan net income in this plan year2024-05-0443047
Net assets as of the end of the plan year2024-05-0494888
Net assets as of the beginning of the plan year2024-05-0451841
Employer contributions to plan in this plan year2024-05-044509
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-041431
2022 : AFFILIATES INSURANCE & INVESTM 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-170
Total liabilities as of the end of the plan year2022-06-170
Total liabilities as of the beginning of the plan year2022-06-170
Total expenses incurred by plan in this plan year2022-06-17187
Net assets as of the end of the plan year2022-06-1720828
Total assets as of the beginning of the plan year2022-06-170
Value of plan covered by a fidelity bond2022-06-1720000
Participant contributions to plan in this plan year2022-06-1720279
Other expenses paid from plan in this plan year2022-06-170
Other contributions to plan in this plan year2022-06-170
Other income to plan in this plan year2022-06-17736
Plan net income in this plan year2022-06-1720828
Net assets as of the end of the plan year2022-06-1720828
Net assets as of the beginning of the plan year2022-06-170
Employer contributions to plan in this plan year2022-06-170
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-17187

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