| Plan Name | EMPLOYEE BENEFIT DESIGN PROFIT SHARING TRUST |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | EMPLOYEE BENEFIT DESIGN, INC. |
| Employer identification number (EIN): | 930697623 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about EMPLOYEE BENEFIT DESIGN, INC.
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 1977-11-30 |
| Company Identification Number: | 12510616 |
| Legal Registered Office Address: |
12670 SW 68TH AVE STE 200 TIGARD United States of America (USA) 97223 |
More information about EMPLOYEE BENEFIT DESIGN, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-03-01 | ||||
| 002 | 2022-03-01 | ||||
| 002 | 2021-03-01 | ||||
| 002 | 2020-03-01 | ||||
| 002 | 2019-03-01 | ||||
| 002 | 2018-03-01 | ||||
| 002 | 2017-03-01 | TOM SMOTHERS | 2018-08-01 | ||
| 002 | 2016-03-01 | TOM SMOTHERS | 2017-08-30 | ||
| 002 | 2015-03-01 | TOM SMOTHERS | 2016-08-31 | ||
| 002 | 2014-03-01 | TOMMY E. SMOTHERS | 2015-08-10 | ||
| 002 | 2013-03-01 | TOMMY E. SMOTHERS | 2014-08-18 | ||
| 002 | 2012-03-01 | TOMMY E. SMOTHERS | 2013-09-19 | ||
| 002 | 2011-03-01 | TOMMY E. SMOTHERS | 2012-12-12 | ||
| 002 | 2010-03-01 | TOMMY E. SMOTHERS | 2011-08-30 |
| Measure | Date | Value |
|---|---|---|
| 2024 : EMPLOYEE BENEFIT DESIGN PROFIT SHARING TRUST 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-12-04 | 18653 |
| Net assets as of the end of the plan year | 2024-12-04 | 1001446 |
| Total assets as of the beginning of the plan year | 2024-12-04 | 812956 |
| Value of plan covered by a fidelity bond | 2024-12-04 | 125000 |
| Participant contributions to plan in this plan year | 2024-12-04 | 0 |
| Other expenses paid from plan in this plan year | 2024-12-04 | 0 |
| Other contributions to plan in this plan year | 2024-12-04 | 0 |
| Other income to plan in this plan year | 2024-12-04 | 182191 |
| Plan net income in this plan year | 2024-12-04 | 188490 |
| Net assets as of the end of the plan year | 2024-12-04 | 1001446 |
| Net assets as of the beginning of the plan year | 2024-12-04 | 812956 |
| Employer contributions to plan in this plan year | 2024-12-04 | 24952 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-04 | 63 |