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DESIMONE CONSULTING GROUP RETIREMENT PLAN 401k Plan overview

Plan NameDESIMONE CONSULTING GROUP RETIREMENT PLAN
Plan identification number 001

DESIMONE CONSULTING GROUP RETIREMENT 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.
  • 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.
  • 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

DESIMONE FINANCIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:DESIMONE FINANCIAL, INC.
Employer identification number (EIN):852513822
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DESIMONE CONSULTING GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01CHRISTOPHER DESIMONE
0012023-01-01
0012023-01-01CHRISTOPHER DESIMONE
0012022-01-01
0012022-01-01CHRISTOPHER DESIMONE
0012021-01-01
0012021-01-01CHRISTOPHER DESIMONE
0012020-08-14

Financial Data on DESIMONE CONSULTING GROUP RETIREMENT PLAN

Measure Date Value
2024 : DESIMONE CONSULTING GROUP RETIREMENT PLAN 2024 401k financial data
Total income from all sources2024-01-01$50,000
Expenses. Total of all expenses incurred2024-01-01$0
Total plan assets at end of year2024-01-01$1,285,895
Total plan assets at beginning of year2024-01-01$1,235,895
Value of fidelity bond covering the plan2024-01-01$151,000
Other income received2024-01-01$50,000
Net income (gross income less expenses)2024-01-01$50,000
Net plan assets at end of year (total assets less liabilities)2024-01-01$1,285,895
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$1,235,895
Assets. Value of employer securities2024-01-01$1,285,383
2023 : DESIMONE CONSULTING GROUP RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$20,001
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$1,235,895
Total plan assets at beginning of year2023-12-31$1,215,894
Value of fidelity bond covering the plan2023-12-31$124,000
Other income received2023-12-31$20,001
Net income (gross income less expenses)2023-12-31$20,001
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,235,895
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,215,894
Assets. Value of employer securities2023-12-31$1,235,383
2022 : DESIMONE CONSULTING GROUP RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$115,383
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$1,215,894
Total plan assets at beginning of year2022-12-31$1,100,511
Other income received2022-12-31$115,383
Net income (gross income less expenses)2022-12-31$115,383
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,215,894
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,100,511
Assets. Value of employer securities2022-12-31$1,215,383
2021 : DESIMONE CONSULTING GROUP RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$500
Total income from all sources2021-12-31$25,511
Expenses. Total of all expenses incurred2021-12-31$2
Benefits paid (including direct rollovers)2021-12-31$2
Total plan assets at end of year2021-12-31$1,100,511
Total plan assets at beginning of year2021-12-31$1,075,502
Contributions received from other sources (not participants or employers)2021-12-31$208,307
Other income received2021-12-31$-182,796
Net income (gross income less expenses)2021-12-31$25,509
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,100,511
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,075,002
Assets. Value of employer securities2021-12-31$1,100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : DESIMONE CONSULTING GROUP RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$500
Total income from all sources2020-12-31$1,272,407
Expenses. Total of all expenses incurred2020-12-31$197,405
Benefits paid (including direct rollovers)2020-12-31$197,405
Total plan assets at end of year2020-12-31$1,075,502
Total plan assets at beginning of year2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$1,347,404
Other income received2020-12-31$-74,997
Net income (gross income less expenses)2020-12-31$1,075,002
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,075,002
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$0
Assets. Value of employer securities2020-12-31$1,075,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0

Form 5500 Responses for DESIMONE CONSULTING GROUP RETIREMENT PLAN

2023: DESIMONE CONSULTING GROUP RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DESIMONE CONSULTING GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DESIMONE CONSULTING GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DESIMONE CONSULTING GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-08-14Type of plan entitySingle employer plan
2020-08-14First time form 5500 has been submittedYes
2020-08-14Submission has been amendedNo
2020-08-14This submission is the final filingNo
2020-08-14This return/report is a short plan year return/report (less than 12 months)Yes
2020-08-14Plan is a collectively bargained planNo
2020-08-14Plan funding arrangement – TrustYes
2020-08-14Plan benefit arrangement - TrustYes

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