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ALTA VISTA INSURANCE AGENCY 401(K) PLAN 401k Plan overview

Plan NameALTA VISTA INSURANCE AGENCY 401(K) PLAN
Plan identification number 001

ALTA VISTA INSURANCE AGENCY 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ALTA VISTA INSURANCE AGENCY has sponsored the creation of one or more 401k plans.

Company Name:ALTA VISTA INSURANCE AGENCY
Employer identification number (EIN):953283013
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about ALTA VISTA INSURANCE AGENCY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0891302

More information about ALTA VISTA INSURANCE AGENCY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALTA VISTA INSURANCE AGENCY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MORGAN E HEGE2024-06-24
0012022-01-01MORGAN HEGE2023-06-05 MORGAN HEGE2023-06-05
0012021-01-01BETH WALLS2022-05-04 BETH WALLS2022-05-04
0012020-01-01MORGAN HEGE2021-06-08 MORGAN HEGE2021-06-08
0012019-01-01BETH WALLS2020-06-22
0012018-01-01MARGE FRANCIS2019-06-07
0012017-01-01MARGE FRANCIS2018-06-11
0012016-01-01GEORGE FRANCIS2017-06-05
0012015-01-01GEORGE FRANCIS2016-07-20
0012014-01-01GEORGE FRANCIS2015-07-15
0012013-01-01MARGE FRANCIS2014-09-08
0012012-01-01MARGE FRANCIS2013-07-31
0012011-01-01MARGE FRANCIS2012-10-15
0012010-01-01MARGE FRANCIS2011-09-21

Financial Data on ALTA VISTA INSURANCE AGENCY 401(K) PLAN

Measure Date Value
2025 : ALTA VISTA INSURANCE AGENCY 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-030
Total expenses incurred by plan in this plan year2025-06-0316225
Net assets as of the end of the plan year2025-06-03368803
Total assets as of the beginning of the plan year2025-06-03271653
Value of plan covered by a fidelity bond2025-06-03100000
Participant contributions to plan in this plan year2025-06-0341200
Value of participant loans at end of plan year2025-06-034476
Other income to plan in this plan year2025-06-0353560
Plan net income in this plan year2025-06-0397150
Net assets as of the end of the plan year2025-06-03368803
Net assets as of the beginning of the plan year2025-06-03271653
Value of contributions failed to transmitted timely2025-06-031151
Employer contributions to plan in this plan year2025-06-0318615
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-03795
2024 : ALTA VISTA INSURANCE AGENCY 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-240
Total expenses incurred by plan in this plan year2024-06-2442080
Net assets as of the end of the plan year2024-06-24271653
Total assets as of the beginning of the plan year2024-06-24208248
Value of plan covered by a fidelity bond2024-06-24500000
Participant contributions to plan in this plan year2024-06-2434013
Value of participant loans at end of plan year2024-06-242383
Other income to plan in this plan year2024-06-2451397
Plan net income in this plan year2024-06-2463405
Net assets as of the end of the plan year2024-06-24271653
Net assets as of the beginning of the plan year2024-06-24208248
Employer contributions to plan in this plan year2024-06-2420075
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-24540

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