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CLARK INSURANCE 401(K) PLAN 401k Plan overview

Plan NameCLARK INSURANCE 401(K) PLAN
Plan identification number 004

CLARK INSURANCE 401(K) PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    CLARK INSURANCE has sponsored the creation of one or more 401k plans.

    Company Name:CLARK INSURANCE
    Employer identification number (EIN):010046400
    NAIC Classification:524210
    NAIC Description:Insurance Agencies and Brokerages

    Additional information about CLARK INSURANCE

    Jurisdiction of Incorporation: Texas Secretary of State
    Incorporation Date: 2007-10-01
    Company Identification Number: 0800878850
    Legal Registered Office Address: 1945 CONGRESS ST STE A

    PORTLAND
    United States of America (USA)
    04102

    More information about CLARK INSURANCE

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan CLARK INSURANCE 401(K) PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0042019-01-01
    0042018-01-01JEFFREY A. LIND2019-07-10
    0042017-01-01JEFFREY A. LIND2018-07-06
    0042016-01-01
    0042015-01-01
    0042014-01-01KENNETH ROSS2015-10-12
    0042013-01-01KENNETH A ROSS2014-10-13
    0042012-01-01KENNETH A. ROSS2013-05-22 KENNETH A, ROSS2013-05-22
    0042011-01-01KENNETH A. ROSS2012-06-29 KENNETH A. ROSS2012-06-29
    0042010-01-01KENNETH A. ROSS2011-05-16

    Plan Statistics for CLARK INSURANCE 401(K) PLAN

    401k plan membership statisitcs for CLARK INSURANCE 401(K) PLAN

    Measure Date Value
    2019: CLARK INSURANCE 401(K) PLAN 2019 401k membership
    Total participants, beginning-of-year2019-01-01126
    Total number of active participants reported on line 7a of the Form 55002019-01-010
    Number of retired or separated participants receiving benefits2019-01-010
    Number of other retired or separated participants entitled to future benefits2019-01-010
    Total of all active and inactive participants2019-01-010
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
    Total participants2019-01-010
    Number of participants with account balances2019-01-010
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

    Financial Data on CLARK INSURANCE 401(K) PLAN

    Measure Date Value
    2019 : CLARK INSURANCE 401(K) PLAN 2019 401k financial data
    Total unrealized appreciation/depreciation of assets2019-12-31$0
    Total unrealized appreciation/depreciation of assets2019-12-31$0
    Total transfer of assets from this plan2019-12-31$10,348,226
    Total transfer of assets from this plan2019-12-31$10,348,226
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
    Total income from all sources (including contributions)2019-12-31$3,033,433
    Total income from all sources (including contributions)2019-12-31$3,033,433
    Total loss/gain on sale of assets2019-12-31$0
    Total loss/gain on sale of assets2019-12-31$0
    Total of all expenses incurred2019-12-31$792,371
    Total of all expenses incurred2019-12-31$792,371
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$775,453
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$775,453
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,286,820
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,286,820
    Value of total assets at end of year2019-12-31$0
    Value of total assets at end of year2019-12-31$0
    Value of total assets at beginning of year2019-12-31$8,107,164
    Value of total assets at beginning of year2019-12-31$8,107,164
    Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,918
    Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,918
    Total interest from all sources2019-12-31$4,815
    Total interest from all sources2019-12-31$4,815
    Total dividends received (eg from common stock, registered investment company shares)2019-12-31$376,764
    Total dividends received (eg from common stock, registered investment company shares)2019-12-31$376,764
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
    Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$376,764
    Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$376,764
    Administrative expenses professional fees incurred2019-12-31$16,918
    Administrative expenses professional fees incurred2019-12-31$16,918
    Was this plan covered by a fidelity bond2019-12-31Yes
    Was this plan covered by a fidelity bond2019-12-31Yes
    Value of fidelity bond cover2019-12-31$500,000
    Value of fidelity bond cover2019-12-31$500,000
    If this is an individual account plan, was there a blackout period2019-12-31No
    If this is an individual account plan, was there a blackout period2019-12-31No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
    Were there any nonexempt tranactions with any party-in-interest2019-12-31No
    Were there any nonexempt tranactions with any party-in-interest2019-12-31No
    Contributions received from participants2019-12-31$781,909
    Contributions received from participants2019-12-31$781,909
    Participant contributions at end of year2019-12-31$0
    Participant contributions at end of year2019-12-31$0
    Participant contributions at beginning of year2019-12-31$59,508
    Participant contributions at beginning of year2019-12-31$59,508
    Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$264,092
    Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$264,092
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
    Value of net income/loss2019-12-31$2,241,062
    Value of net income/loss2019-12-31$2,241,062
    Value of net assets at end of year (total assets less liabilities)2019-12-31$0
    Value of net assets at end of year (total assets less liabilities)2019-12-31$0
    Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,107,164
    Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,107,164
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
    Were any leases to which the plan was party in default or uncollectible2019-12-31No
    Were any leases to which the plan was party in default or uncollectible2019-12-31No
    Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
    Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,899,661
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,899,661
    Interest on participant loans2019-12-31$4,815
    Interest on participant loans2019-12-31$4,815
    Value of interest in common/collective trusts at end of year2019-12-31$0
    Value of interest in common/collective trusts at end of year2019-12-31$0
    Value of interest in common/collective trusts at beginning of year2019-12-31$127,500
    Value of interest in common/collective trusts at beginning of year2019-12-31$127,500
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,359,155
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,359,155
    Net investment gain or loss from common/collective trusts2019-12-31$5,879
    Net investment gain or loss from common/collective trusts2019-12-31$5,879
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
    Was there a failure to transmit to the plan any participant contributions2019-12-31No
    Was there a failure to transmit to the plan any participant contributions2019-12-31No
    Has the plan failed to provide any benefit when due under the plan2019-12-31No
    Has the plan failed to provide any benefit when due under the plan2019-12-31No
    Contributions received in cash from employer2019-12-31$240,819
    Contributions received in cash from employer2019-12-31$240,819
    Employer contributions (assets) at end of year2019-12-31$0
    Employer contributions (assets) at end of year2019-12-31$0
    Employer contributions (assets) at beginning of year2019-12-31$20,495
    Employer contributions (assets) at beginning of year2019-12-31$20,495
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$775,453
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$775,453
    Did the plan have assets held for investment2019-12-31No
    Did the plan have assets held for investment2019-12-31No
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
    Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
    Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
    Accountancy firm name2019-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
    Accountancy firm name2019-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
    Accountancy firm EIN2019-12-31010523282
    Accountancy firm EIN2019-12-31010523282

    Form 5500 Responses for CLARK INSURANCE 401(K) PLAN

    2019: CLARK INSURANCE 401(K) PLAN 2019 form 5500 responses
    2019-01-01Type of plan entitySingle employer plan
    2019-01-01Submission has been amendedNo
    2019-01-01This submission is the final filingYes
    2019-01-01This return/report is a short plan year return/report (less than 12 months)No
    2019-01-01Plan is a collectively bargained planNo
    2019-01-01Plan funding arrangement – TrustYes
    2019-01-01Plan benefit arrangement - TrustYes

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