THE ALLIED GROUP, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022 : THE ALLIED GROUP 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-08-31 | $0 |
| Total transfer of assets from this plan | 2022-08-31 | $13,610,312 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-31 | $32,103 |
| Total income from all sources (including contributions) | 2022-08-31 | $-2,463,482 |
| Total loss/gain on sale of assets | 2022-08-31 | $0 |
| Total of all expenses incurred | 2022-08-31 | $3,987,670 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-08-31 | $3,952,314 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-08-31 | $361,927 |
| Value of total assets at end of year | 2022-08-31 | $0 |
| Value of total assets at beginning of year | 2022-08-31 | $20,093,567 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-08-31 | $35,356 |
| Total interest from all sources | 2022-08-31 | $2,847 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-08-31 | $155,462 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-08-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-08-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-08-31 | $155,462 |
| Was this plan covered by a fidelity bond | 2022-08-31 | Yes |
| Value of fidelity bond cover | 2022-08-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-08-31 | No |
| Contributions received from participants | 2022-08-31 | $304,574 |
| Participant contributions at end of year | 2022-08-31 | $0 |
| Participant contributions at beginning of year | 2022-08-31 | $168,012 |
| Participant contributions at end of year | 2022-08-31 | $0 |
| Participant contributions at beginning of year | 2022-08-31 | $8,594 |
| Administrative expenses (other) incurred | 2022-08-31 | $35,356 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-08-31 | No |
| Value of net income/loss | 2022-08-31 | $-6,451,152 |
| Value of net assets at end of year (total assets less liabilities) | 2022-08-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-08-31 | $20,061,464 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-08-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-08-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-08-31 | $19,790,607 |
| Interest on participant loans | 2022-08-31 | $2,847 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-08-31 | $-2,983,718 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-08-31 | No |
| Contributions received in cash from employer | 2022-08-31 | $57,353 |
| Employer contributions (assets) at end of year | 2022-08-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-08-31 | $126,354 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-08-31 | $3,952,314 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-08-31 | $32,103 |
| Did the plan have assets held for investment | 2022-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-08-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-08-31 | Unqualified |
| Accountancy firm name | 2022-08-31 | SANSIVERI, KIMBALL & CO., LLP |
| Accountancy firm EIN | 2022-08-31 | 050255779 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $13,610,312 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $32,103 |
| Total income from all sources (including contributions) | 2022-01-01 | $-2,463,482 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $3,987,670 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $3,952,314 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $361,927 |
| Value of total assets at end of year | 2022-01-01 | $0 |
| Value of total assets at beginning of year | 2022-01-01 | $20,093,567 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $35,356 |
| Total interest from all sources | 2022-01-01 | $2,847 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $155,462 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-01-01 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $155,462 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $304,574 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $168,012 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $8,594 |
| Administrative expenses (other) incurred | 2022-01-01 | $35,356 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-6,451,152 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $20,061,464 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $19,790,607 |
| Interest on participant loans | 2022-01-01 | $2,847 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-2,983,718 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $57,353 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $126,354 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $3,952,314 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-01-01 | $32,103 |
| Did the plan have assets held for investment | 2022-01-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | SANSIVERI, KIMBALL & CO., LLP |
| Accountancy firm EIN | 2022-01-01 | 050255779 |
| 2021 : THE ALLIED GROUP 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $32,103 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $14,989 |
| Total income from all sources (including contributions) | 2021-12-31 | $3,170,970 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $431,127 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $384,642 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $690,659 |
| Value of total assets at end of year | 2021-12-31 | $20,093,567 |
| Value of total assets at beginning of year | 2021-12-31 | $17,336,610 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $46,485 |
| Total interest from all sources | 2021-12-31 | $6,700 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,149,875 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,149,875 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $564,305 |
| Participant contributions at end of year | 2021-12-31 | $168,012 |
| Participant contributions at beginning of year | 2021-12-31 | $158,930 |
| Participant contributions at end of year | 2021-12-31 | $8,594 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Administrative expenses (other) incurred | 2021-12-31 | $46,485 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $2,739,843 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $20,061,464 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,321,621 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $19,790,607 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $17,177,680 |
| Interest on participant loans | 2021-12-31 | $6,700 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,323,736 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $126,354 |
| Employer contributions (assets) at end of year | 2021-12-31 | $126,354 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $384,642 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $32,103 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $14,989 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | SANSIVERI KIMBALL & CO LLP |
| Accountancy firm EIN | 2021-12-31 | 050255779 |
| 2020 : THE ALLIED GROUP 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $14,989 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $23,997 |
| Total income from all sources (including contributions) | 2020-12-31 | $3,083,133 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $647,619 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $610,886 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $568,110 |
| Value of total assets at end of year | 2020-12-31 | $17,336,610 |
| Value of total assets at beginning of year | 2020-12-31 | $14,910,104 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $36,733 |
| Total interest from all sources | 2020-12-31 | $8,210 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $593,405 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $593,405 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $566,577 |
| Participant contributions at end of year | 2020-12-31 | $158,930 |
| Participant contributions at beginning of year | 2020-12-31 | $195,858 |
| Administrative expenses (other) incurred | 2020-12-31 | $36,733 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $2,435,514 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $17,321,621 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,886,107 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $17,177,680 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $14,572,644 |
| Interest on participant loans | 2020-12-31 | $8,210 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,913,408 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $1,533 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $141,602 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $610,886 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $14,989 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $23,997 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | SANSIVERI KIMBALL & CO LLP |
| Accountancy firm EIN | 2020-12-31 | 050255779 |
| 2019 : THE ALLIED GROUP 401(K) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $23,997 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $22,563 |
| Total income from all sources (including contributions) | 2019-12-31 | $3,534,442 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,259,206 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,218,891 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $804,899 |
| Value of total assets at end of year | 2019-12-31 | $14,910,104 |
| Value of total assets at beginning of year | 2019-12-31 | $12,633,434 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $40,315 |
| Total interest from all sources | 2019-12-31 | $7,559 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $526,459 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $526,459 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $568,101 |
| Participant contributions at end of year | 2019-12-31 | $195,858 |
| Participant contributions at beginning of year | 2019-12-31 | $159,658 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $95,196 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $788 |
| Administrative expenses (other) incurred | 2019-12-31 | $40,315 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $2,275,236 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,886,107 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,610,871 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $14,572,644 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,356,267 |
| Interest on participant loans | 2019-12-31 | $7,559 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,195,525 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $141,602 |
| Employer contributions (assets) at end of year | 2019-12-31 | $141,602 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $117,509 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,218,103 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $23,997 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $22,563 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | SANSIVERI KIMBALL & CO LLP |
| Accountancy firm EIN | 2019-12-31 | 050255779 |
