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THE GEORGE GROUP, LLC 401(K) PLAN 401k Plan overview

Plan NameTHE GEORGE GROUP, LLC 401(K) PLAN
Plan identification number 001

THE GEORGE GROUP, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 GEORGE GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE GEORGE GROUP, LLC
Employer identification number (EIN):743238174
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about THE GEORGE GROUP, LLC

Jurisdiction of Incorporation: Indiana Secretary of State
Incorporation Date:
Company Identification Number: 007110700331

More information about THE GEORGE GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GEORGE GROUP, LLC 401(K) 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

Financial Data on THE GEORGE GROUP, LLC 401(K) PLAN

Measure Date Value
2025 : THE GEORGE GROUP, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-270
Total expenses incurred by plan in this plan year2025-05-277068
Net assets as of the end of the plan year2025-05-27542623
Total assets as of the beginning of the plan year2025-05-27413468
Value of plan covered by a fidelity bond2025-05-2750000
Participant contributions to plan in this plan year2025-05-2762661
Other expenses paid from plan in this plan year2025-05-270
Other contributions to plan in this plan year2025-05-270
Other income to plan in this plan year2025-05-2767089
Plan net income in this plan year2025-05-27129155
Net assets as of the end of the plan year2025-05-27542623
Net assets as of the beginning of the plan year2025-05-27413468
Employer contributions to plan in this plan year2025-05-276473
Fees paid to broker by Benefit Provider2025-05-271446
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-277068
2024 : THE GEORGE GROUP, LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-165094
Net assets as of the end of the plan year2024-07-16413468
Total assets as of the beginning of the plan year2024-07-16286405
Value of plan covered by a fidelity bond2024-07-1650000
Participant contributions to plan in this plan year2024-07-1659090
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-160
Other income to plan in this plan year2024-07-1666890
Plan net income in this plan year2024-07-16127063
Net assets as of the end of the plan year2024-07-16413468
Net assets as of the beginning of the plan year2024-07-16286405
Employer contributions to plan in this plan year2024-07-166177
Fees paid to broker by Benefit Provider2024-07-161009
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-165094
2022 : THE GEORGE GROUP, LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-168847
Net assets as of the end of the plan year2022-06-16275299
Total assets as of the beginning of the plan year2022-06-16182263
Value of plan covered by a fidelity bond2022-06-1620000
Participant contributions to plan in this plan year2022-06-1653557
Other income to plan in this plan year2022-06-1642321
Plan net income in this plan year2022-06-1693036
Net assets as of the end of the plan year2022-06-16275299
Net assets as of the beginning of the plan year2022-06-16182263
Employer contributions to plan in this plan year2022-06-166005
Fees paid to broker by Benefit Provider2022-06-16745
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-163699

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