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THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CURTIS CORRADO INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CURTIS CORRADO INSURANCE AGENCY, INC.
Employer identification number (EIN):841546205
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about CURTIS CORRADO INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2000-05-23
Company Identification Number: 20001103707
Legal Registered Office Address: 1951 S Humboldt St

Denver
United States of America (USA)
80210

More information about CURTIS CORRADO INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CURTIS CORRADO2013-10-08 CURTIS CORRADO2013-10-08
0012011-01-01CURTIS CORRADO2012-07-31
0012010-01-01CURTIS CORRADO
0012009-01-01CURTIS CORRADO

Financial Data on THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-210
Total expenses incurred by plan in this plan year2024-05-211578632
Net assets as of the end of the plan year2024-05-210
Total assets as of the beginning of the plan year2024-05-211551129
Value of plan covered by a fidelity bond2024-05-21155113
Value of participant loans at end of plan year2024-05-210
Other income to plan in this plan year2024-05-2127503
Plan net income in this plan year2024-05-21-1551129
Net assets as of the end of the plan year2024-05-210
Net assets as of the beginning of the plan year2024-05-211551129
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-211992
Total transfers to/from plan in this plan year2024-04-17-2494
Total liabilities as of the end of the plan year2024-04-170
Total liabilities as of the beginning of the plan year2024-04-170
Total expenses incurred by plan in this plan year2024-04-17801
Net assets as of the end of the plan year2024-04-171551129
Total assets as of the beginning of the plan year2024-04-171376729
Value of plan covered by a fidelity bond2024-04-17155113
Participant contributions to plan in this plan year2024-04-1736300
Value of participant loans at end of plan year2024-04-170
Other expenses paid from plan in this plan year2024-04-170
Other contributions to plan in this plan year2024-04-170
Other income to plan in this plan year2024-04-17130618
Plan net income in this plan year2024-04-17176894
Net assets as of the end of the plan year2024-04-171551129
Net assets as of the beginning of the plan year2024-04-171376729
Employer contributions to plan in this plan year2024-04-1710777
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-17801
2010 : THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$39,688
Expenses. Total of all expenses incurred2010-12-31$3,250
Benefits paid (including direct rollovers)2010-12-31$3,250
Total plan assets at end of year2010-12-31$232,579
Total plan assets at beginning of year2010-12-31$196,141
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$19,500
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$14,908
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$36,438
Net plan assets at end of year (total assets less liabilities)2010-12-31$232,579
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$196,141
Total contributions received or receivable from employer(s)2010-12-31$5,280
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

2010: THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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