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DAVID MOSKOWITZ INSURANCE AGENCY LLC 401K PLAN 401k Plan overview

Plan NameDAVID MOSKOWITZ INSURANCE AGENCY LLC 401K PLAN
Plan identification number 001

DAVID MOSKOWITZ INSURANCE AGENCY LLC 401K 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.
  • 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

DAVID MOSKOWITZ INSURANCE AGENCY LLC has sponsored the creation of one or more 401k plans.

Company Name:DAVID MOSKOWITZ INSURANCE AGENCY LLC
Employer identification number (EIN):822403124
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID MOSKOWITZ INSURANCE AGENCY LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID MOSKOWITZ2024-04-26
0012022-01-01DAVID MOSKOWITZ2023-06-14

Financial Data on DAVID MOSKOWITZ INSURANCE AGENCY LLC 401K PLAN

Measure Date Value
2025 : DAVID MOSKOWITZ INSURANCE AGENCY LLC 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-020
Total expenses incurred by plan in this plan year2025-09-024234
Net assets as of the end of the plan year2025-09-02155553
Total assets as of the beginning of the plan year2025-09-0282847
Participant contributions to plan in this plan year2025-09-0247909
Value of participant loans at end of plan year2025-09-0245724
Other expenses paid from plan in this plan year2025-09-020
Other contributions to plan in this plan year2025-09-020
Other income to plan in this plan year2025-09-0222038
Plan net income in this plan year2025-09-0272706
Net assets as of the end of the plan year2025-09-02155553
Net assets as of the beginning of the plan year2025-09-0282847
Employer contributions to plan in this plan year2025-09-026993
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-021134
2024 : DAVID MOSKOWITZ INSURANCE AGENCY LLC 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-260
Total expenses incurred by plan in this plan year2024-04-26408
Net assets as of the end of the plan year2024-04-2682847
Total assets as of the beginning of the plan year2024-04-2626025
Participant contributions to plan in this plan year2024-04-2644076
Other expenses paid from plan in this plan year2024-04-260
Other contributions to plan in this plan year2024-04-260
Other income to plan in this plan year2024-04-266605
Plan net income in this plan year2024-04-2656822
Net assets as of the end of the plan year2024-04-2682847
Net assets as of the beginning of the plan year2024-04-2626025
Employer contributions to plan in this plan year2024-04-266549
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-26408

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