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Plan Name | ANDREW J. CLEMEN AGENCY RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ANDREW J. CLEMEN AGENCY, INC. |
Employer identification number (EIN): | 822010228 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about ANDREW J. CLEMEN AGENCY, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2017-06-27 |
Company Identification Number: | 5161404 |
Legal Registered Office Address: |
2651 KENNETH CT. Niagara NIAGARA FALLS United States of America (USA) 14304 |
More information about ANDREW J. CLEMEN AGENCY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-06-28 | ANDREW J. CLEMEN |
Measure | Date | Value |
---|---|---|
2019: ANDREW J. CLEMEN AGENCY RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ANDREW J. CLEMEN AGENCY RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ANDREW J. CLEMEN AGENCY RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-06-28 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-06-28 | 1 |
Number of retired or separated participants receiving benefits | 2017-06-28 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-06-28 | 0 |
Total of all active and inactive participants | 2017-06-28 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-06-28 | 0 |
Total participants | 2017-06-28 | 1 |
Number of participants with account balances | 2017-06-28 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-06-28 | 0 |
Measure | Date | Value |
---|---|---|
2019 : ANDREW J. CLEMEN AGENCY RETIREMENT PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $10,992 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $385,000 |
Total plan assets at beginning of year | 2019-12-31 | $374,008 |
Other income received | 2019-12-31 | $10,992 |
Net income (gross income less expenses) | 2019-12-31 | $10,992 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $385,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $374,008 |
Assets. Value of employer securities | 2019-12-31 | $200,000 |
2018 : ANDREW J. CLEMEN AGENCY RETIREMENT PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $15,000 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $374,008 |
Total plan assets at beginning of year | 2018-12-31 | $359,008 |
Other income received | 2018-12-31 | $15,000 |
Net income (gross income less expenses) | 2018-12-31 | $15,000 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $374,008 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $359,008 |
Assets. Value of employer securities | 2018-12-31 | $224,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : ANDREW J. CLEMEN AGENCY RETIREMENT PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $359,299 |
Expenses. Total of all expenses incurred | 2017-12-31 | $291 |
Total plan assets at end of year | 2017-12-31 | $359,008 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $307,169 |
Other income received | 2017-12-31 | $52,130 |
Net income (gross income less expenses) | 2017-12-31 | $359,008 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $359,008 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $250,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $291 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2019: ANDREW J. CLEMEN AGENCY RETIREMENT PLAN 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | First time form 5500 has been submitted | Yes |
2019-01-01 | Submission has been amended | Yes |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ANDREW J. CLEMEN AGENCY RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | First time form 5500 has been submitted | Yes |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ANDREW J. CLEMEN AGENCY RETIREMENT PLAN 2017 form 5500 responses | ||
2017-06-28 | Type of plan entity | Single employer plan |
2017-06-28 | First time form 5500 has been submitted | Yes |
2017-06-28 | Submission has been amended | No |
2017-06-28 | This submission is the final filing | No |
2017-06-28 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-06-28 | Plan is a collectively bargained plan | No |
2017-06-28 | Plan funding arrangement – Trust | Yes |
2017-06-28 | Plan benefit arrangement - Trust | Yes |