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Plan Name | EDWARD C. BRIGHT INSURANCE PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | EDWARD C. BRIGHT, INSURANCE |
Employer identification number (EIN): | 942656825 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | EDWARD C BRIGHT | 2017-07-26 | ||
001 | 2015-01-01 | FRANK J MARIO | 2016-10-17 | ||
001 | 2014-01-01 | BRANDEE FREEMAN | 2015-06-25 | ||
001 | 2013-01-01 | BRANDEE FREEMAN | 2014-10-15 | ||
001 | 2012-01-01 | BRANDEE FREEMAN | 2013-10-02 | ||
001 | 2011-01-01 | BRANDEE FREEMAN | |||
001 | 2010-01-01 | BRANDEE FREEMAN | |||
001 | 2009-01-01 | BRANDEE FREEMAN | |||
001 | 2008-01-01 | ||||
001 | 2008-01-01 |
Measure | Date | Value |
---|---|---|
2011: EDWARD C. BRIGHT INSURANCE PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 3 |
Number of participants with account balances | 2011-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: EDWARD C. BRIGHT INSURANCE PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 4 |
Number of participants with account balances | 2010-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: EDWARD C. BRIGHT INSURANCE PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : EDWARD C. BRIGHT INSURANCE PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $18,636 |
Expenses. Total of all expenses incurred | 2011-12-31 | $101,382 |
Benefits paid (including direct rollovers) | 2011-12-31 | $88,485 |
Total plan assets at end of year | 2011-12-31 | $853,101 |
Total plan assets at beginning of year | 2011-12-31 | $935,847 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Other income received | 2011-12-31 | $-37,874 |
Net income (gross income less expenses) | 2011-12-31 | $-82,746 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $853,101 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $935,847 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $56,510 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $12,897 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : EDWARD C. BRIGHT INSURANCE PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $112,931 |
Expenses. Total of all expenses incurred | 2010-12-31 | $11,418 |
Total plan assets at end of year | 2010-12-31 | $935,847 |
Total plan assets at beginning of year | 2010-12-31 | $834,334 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Other income received | 2010-12-31 | $112,931 |
Net income (gross income less expenses) | 2010-12-31 | $101,513 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $935,847 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $834,334 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $11,418 |
2009 : EDWARD C. BRIGHT INSURANCE PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2011: EDWARD C. BRIGHT INSURANCE PROFIT SHARING PLAN 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: EDWARD C. BRIGHT INSURANCE PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EDWARD C. BRIGHT INSURANCE PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: EDWARD C. BRIGHT INSURANCE PROFIT SHARING PLAN 2008 form 5500 responses | ||
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 21963 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 21963 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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