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ALLEVITY, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameALLEVITY, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

ALLEVITY, INC. RETIREMENT SAVINGS 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

IAG ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:IAG ASSOCIATES, LLC
Employer identification number (EIN):753208265
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEVITY, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01J. PALADINO2024-10-05
0012022-01-01J. PALADINO2023-09-05
0012021-01-01J. PALADINO2022-08-04
0012020-01-01J. PALADINO2021-09-16
0012019-01-01CRAIG AHLSWEDE2020-10-09
0012018-01-01DONAL K. FORD2019-07-29
0012017-01-01DONAL K. FORD2018-06-19
0012016-03-01DONAL K. FORD2017-07-13

Financial Data on ALLEVITY, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-100
Net assets as of the end of the plan year2025-10-100
Total assets as of the beginning of the plan year2025-10-100
Value of plan covered by a fidelity bond2025-10-101000
Participant contributions to plan in this plan year2025-10-100
Other expenses paid from plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-100
Plan net income in this plan year2025-10-100
Net assets as of the end of the plan year2025-10-100
Net assets as of the beginning of the plan year2025-10-100
Employer contributions to plan in this plan year2025-10-100
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-100
2024 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-070
Total liabilities as of the beginning of the plan year2024-10-070
Total expenses incurred by plan in this plan year2024-10-070
Net assets as of the end of the plan year2024-10-070
Total assets as of the beginning of the plan year2024-10-070
Value of plan covered by a fidelity bond2024-10-07500000
Plan net income in this plan year2024-10-070
Net assets as of the end of the plan year2024-10-070
Net assets as of the beginning of the plan year2024-10-070
Fees paid to broker by Benefit Provider2024-10-070
2022 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-05129724
Net assets as of the end of the plan year2022-08-050
Total assets as of the beginning of the plan year2022-08-0583895
Value of plan covered by a fidelity bond2022-08-058390
Participant contributions to plan in this plan year2022-08-0524623
Other income to plan in this plan year2022-08-0521206
Plan net income in this plan year2022-08-05-83895
Net assets as of the end of the plan year2022-08-050
Net assets as of the beginning of the plan year2022-08-0583895
Fees paid to broker by Benefit Provider2022-08-05224
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-051040

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