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PARK WEST INSURANCE SERVICES 401(K) PLAN 401k Plan overview

Plan NamePARK WEST INSURANCE SERVICES 401(K) PLAN
Plan identification number 001

PARK WEST INSURANCE SERVICES 401(K) 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.
  • 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

PARK WEST INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PARK WEST INSURANCE SERVICES, INC.
Employer identification number (EIN):900674064
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARK WEST INSURANCE SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-17
0012022-01-01CHRISTINE RIMER2023-05-27
0012021-01-01CHRISTINE RIMER2022-06-01

Financial Data on PARK WEST INSURANCE SERVICES 401(K) PLAN

Measure Date Value
2025 : PARK WEST INSURANCE SERVICES 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-090
Total liabilities as of the end of the plan year2025-09-090
Total liabilities as of the beginning of the plan year2025-09-090
Total expenses incurred by plan in this plan year2025-09-09100
Net assets as of the end of the plan year2025-09-09205072
Total assets as of the beginning of the plan year2025-09-0992750
Participant contributions to plan in this plan year2025-09-0931072
Other expenses paid from plan in this plan year2025-09-090
Other contributions to plan in this plan year2025-09-090
Other income to plan in this plan year2025-09-0977244
Plan net income in this plan year2025-09-09112322
Net assets as of the end of the plan year2025-09-09205072
Net assets as of the beginning of the plan year2025-09-0992750
Employer contributions to plan in this plan year2025-09-094106
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-09100
2024 : PARK WEST INSURANCE SERVICES 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-170
Total liabilities as of the end of the plan year2024-05-170
Total liabilities as of the beginning of the plan year2024-05-170
Total expenses incurred by plan in this plan year2024-05-17106
Net assets as of the end of the plan year2024-05-1792750
Total assets as of the beginning of the plan year2024-05-1745958
Value of plan covered by a fidelity bond2024-05-17705050000
Participant contributions to plan in this plan year2024-05-1730112
Other expenses paid from plan in this plan year2024-05-170
Other contributions to plan in this plan year2024-05-170
Other income to plan in this plan year2024-05-1712713
Plan net income in this plan year2024-05-1746792
Net assets as of the end of the plan year2024-05-1792750
Net assets as of the beginning of the plan year2024-05-1745958
Value of contributions failed to transmitted timely2024-05-170
Employer contributions to plan in this plan year2024-05-174073
Fees paid to broker by Benefit Provider2024-05-170
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-17106
2022 : PARK WEST INSURANCE SERVICES 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-010
Total liabilities as of the end of the plan year2022-06-010
Total liabilities as of the beginning of the plan year2022-06-010
Total expenses incurred by plan in this plan year2022-06-012
Net assets as of the end of the plan year2022-06-0110622
Total assets as of the beginning of the plan year2022-06-010
Value of plan covered by a fidelity bond2022-06-01336000000
Participant contributions to plan in this plan year2022-06-019552
Other expenses paid from plan in this plan year2022-06-010
Other contributions to plan in this plan year2022-06-010
Other income to plan in this plan year2022-06-01289
Plan net income in this plan year2022-06-0110622
Net assets as of the end of the plan year2022-06-0110622
Net assets as of the beginning of the plan year2022-06-010
Value of contributions failed to transmitted timely2022-06-014632
Employer contributions to plan in this plan year2022-06-01783
Fees paid to broker by Benefit Provider2022-06-010
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-012

Potentially related plans

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