| Plan Name | THE INSURANCE GROUP, INC. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE INSURANCE GROUP, INC. |
| Employer identification number (EIN): | 820502365 |
| 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 | 2022-01-01 | ||||
| 001 | 2021-01-01 | CASEY SHERRER | 2022-05-31 | ||
| 001 | 2020-01-01 | CASEY SHERRER | 2021-05-06 | ||
| 001 | 2019-01-01 | LARRY A. LEE | 2020-05-14 | ||
| 001 | 2018-01-01 | LARRY A. LEE | 2019-08-15 | ||
| 001 | 2017-01-01 | LARRY A. LEE | 2018-08-24 | ||
| 001 | 2016-01-01 | LARRY A. LEE | 2017-04-05 | ||
| 001 | 2015-01-01 | LARRY A. LEE | 2016-05-24 | ||
| 001 | 2014-01-01 | LARRY A. LEE | 2015-06-12 | ||
| 001 | 2013-01-01 | LARRY A. LEE | 2014-03-19 | ||
| 001 | 2012-01-01 | LARRY A. LEE | 2013-07-09 | ||
| 001 | 2011-01-01 | LARRY A. LEE | 2012-03-26 | ||
| 001 | 2010-01-01 | LARRY A. LEE | 2011-06-16 |
| Measure | Date | Value |
|---|---|---|
| 2022 : THE INSURANCE GROUP, INC. PROFIT SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-05-31 | 873025 |
| Net assets as of the end of the plan year | 2022-05-31 | 5178418 |
| Total assets as of the beginning of the plan year | 2022-05-31 | 4865651 |
| Value of plan covered by a fidelity bond | 2022-05-31 | 500000 |
| Participant contributions to plan in this plan year | 2022-05-31 | 35834 |
| Other income to plan in this plan year | 2022-05-31 | 995889 |
| Plan net income in this plan year | 2022-05-31 | 312767 |
| Net assets as of the end of the plan year | 2022-05-31 | 5178418 |
| Net assets as of the beginning of the plan year | 2022-05-31 | 4865651 |
| Employer contributions to plan in this plan year | 2022-05-31 | 154069 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-31 | 40560 |