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Plan Name | CLARK INSURANCE PROFIT SHARING PLAN AND TRUST |
Plan identification number | 005 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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: |
1166 AVENUE OF THE AMERICAS FL 36 NEW YORK United States of America (USA) 10036 |
More information about CLARK INSURANCE
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2022-01-01 | ||||
005 | 2021-01-01 | ||||
005 | 2020-01-01 | ||||
005 | 2019-01-01 |
Measure | Date | Value |
---|---|---|
2022: CLARK INSURANCE PROFIT SHARING PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 177 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 46 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 155 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 155 |
Number of participants with account balances | 2022-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CLARK INSURANCE PROFIT SHARING PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 174 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 134 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 40 |
Total of all active and inactive participants | 2021-01-01 | 177 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 177 |
Number of participants with account balances | 2021-01-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: CLARK INSURANCE PROFIT SHARING PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 116 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 25 |
Total of all active and inactive participants | 2020-01-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 151 |
Number of participants with account balances | 2020-01-01 | 151 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: CLARK INSURANCE PROFIT SHARING PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 119 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 21 |
Total of all active and inactive participants | 2019-01-01 | 149 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 149 |
Number of participants with account balances | 2019-01-01 | 149 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 10 |
Measure | Date | Value |
---|---|---|
2022 : CLARK INSURANCE PROFIT SHARING PLAN AND TRUST 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $80,395,877 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $80,395,877 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $12,044,858 |
Total income from all sources (including contributions) | 2022-12-31 | $78,859,088 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $96,307,186 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $96,206,282 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $697,595 |
Value of total assets at end of year | 2022-12-31 | $22,591,312 |
Value of total assets at beginning of year | 2022-12-31 | $52,084,268 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $100,904 |
Total interest from all sources | 2022-12-31 | $356,966 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $10,387 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $10,387 |
Administrative expenses professional fees incurred | 2022-12-31 | $28,667 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $505,569 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $105,451 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $44,306 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $20,364 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $12,044,858 |
Administrative expenses (other) incurred | 2022-12-31 | $72,237 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-17,448,098 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $22,591,312 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $40,039,410 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $15,022,500 |
Interest on participant loans | 2022-12-31 | $3,695 |
Income. Interest from US Government securities | 2022-12-31 | $12,631 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $100,516 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $2,360,948 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $340,640 |
Asset value of US Government securities at end of year | 2022-12-31 | $20,210,000 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,603,236 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $1,499 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $36,819,997 |
Contributions received in cash from employer | 2022-12-31 | $147,720 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $35,804 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $96,206,282 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BERRY, DUNN, MCNEIL & PARKER, LLC |
Accountancy firm EIN | 2022-12-31 | 010523282 |
2021 : CLARK INSURANCE PROFIT SHARING PLAN AND TRUST 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $5,249,997 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $5,249,997 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $12,044,858 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $10,235,183 |
Expenses. Interest paid | 2021-12-31 | $135,761 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $135,761 |
Total income from all sources (including contributions) | 2021-12-31 | $10,130,840 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,186,255 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,035,475 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,932,876 |
Value of total assets at end of year | 2021-12-31 | $52,084,268 |
Value of total assets at beginning of year | 2021-12-31 | $45,330,008 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,019 |
Total interest from all sources | 2021-12-31 | $5,403 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $903,475 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $903,475 |
Administrative expenses professional fees incurred | 2021-12-31 | $15,019 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $2,197,400 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $959,426 |
Participant contributions at end of year | 2021-12-31 | $105,451 |
Participant contributions at beginning of year | 2021-12-31 | $101,593 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,124,742 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $12,044,858 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $10,235,183 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,944,585 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $40,039,410 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $35,094,825 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $15,022,500 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $13,049,345 |
Interest on participant loans | 2021-12-31 | $5,403 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $100,516 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $597,696 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,034,326 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $4,763 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $36,819,997 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $31,570,000 |
Contributions received in cash from employer | 2021-12-31 | $848,708 |
Employer contributions (assets) at end of year | 2021-12-31 | $35,804 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $11,374 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,035,475 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BERRY, DUNN, MCNEIL & PARKER, LLC |
Accountancy firm EIN | 2021-12-31 | 010523282 |
2020 : CLARK INSURANCE PROFIT SHARING PLAN AND TRUST 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $2,139,220 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $2,139,220 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $10,235,183 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $7,824,190 |
Expenses. Interest paid | 2020-12-31 | $305,140 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $305,140 |
Total income from all sources (including contributions) | 2020-12-31 | $5,790,410 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,697,203 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,380,456 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,963,703 |
Value of total assets at end of year | 2020-12-31 | $45,330,008 |
Value of total assets at beginning of year | 2020-12-31 | $39,825,808 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $11,607 |
Total interest from all sources | 2020-12-31 | $6,844 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $450,388 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $450,388 |
Administrative expenses professional fees incurred | 2020-12-31 | $11,607 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $2,869,057 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $836,306 |
Participant contributions at end of year | 2020-12-31 | $101,593 |
Participant contributions at beginning of year | 2020-12-31 | $121,418 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $118,838 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $10,235,183 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $7,824,190 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,093,207 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $35,094,825 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $32,001,618 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $13,049,345 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,762,345 |
Interest on participant loans | 2020-12-31 | $6,844 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $597,696 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $464,463 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,223,983 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $6,272 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $31,570,000 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $29,470,000 |
Contributions received in cash from employer | 2020-12-31 | $1,008,559 |
Employer contributions (assets) at end of year | 2020-12-31 | $11,374 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $7,582 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,380,456 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BERRY, DUNN, MCNEIL & PARKER, LLC |
Accountancy firm EIN | 2020-12-31 | 010523282 |
2019 : CLARK INSURANCE PROFIT SHARING PLAN AND TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $31,994,036 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $7,824,190 |
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 | $7,582 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,582 |
Value of total assets at end of year | 2019-12-31 | $39,825,808 |
Value of total assets at beginning of year | 2019-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Participant contributions at end of year | 2019-12-31 | $121,418 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $7,824,190 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $7,582 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $32,001,618 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,762,345 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $464,463 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $29,470,000 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $7,582 |
Employer contributions (assets) at end of year | 2019-12-31 | $7,582 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BERRY, DUNN, MCNEIL & PARKER, LLC |
Accountancy firm EIN | 2019-12-31 | 010523282 |
2022: CLARK INSURANCE PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CLARK INSURANCE PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CLARK INSURANCE PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CLARK INSURANCE PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | First time form 5500 has been submitted | Yes |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |