401k Plan data: CONTESSA INSURANCE PROFIT SHARING PLAN plan

CONTESSA INSURANCE PROFIT SHARING PLAN 401k Plan overview

Plan Name	CONTESSA INSURANCE PROFIT SHARING PLAN
Plan identification number	001

CONTESSA INSURANCE PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.

401k Sponsoring company profile

CONTESSA INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: CONTESSA INSURANCE AGENCY, INC.

Employer identification number (EIN): 061242144

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTESSA INSURANCE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 DOMINIC CONTESSA 2019-04-26 DOMINIC CONTESSA 2019-04-26
001 2017-01-01 DOMINIC CONTESSA 2018-07-27 DOMINIC CONTESSA 2018-07-27
001 2016-01-01 DOMINIC CONTESSA DOMINIC CONTESSA 2017-09-20
001 2015-01-01 DOMINIC CONTESSA DOMINIC CONTESSA 2016-06-24
001 2014-01-01 DOMINIC CONTESSA DOMINIC CONTESSA 2015-01-16
001 2013-01-01 DOMINIC CONTESSA DOMINIC CONTESSA 2014-01-31
001 2012-01-01 DOMINIC CONTESSA DOMINIC CONTESSA 2013-03-01
001 2011-01-01 DOMINIC CONTESSA DOMINIC CONTESSA 2012-05-25
001 2009-01-01 DOMINIC CONTESSA DOMINIC CONTESSA 2010-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	DOMINIC CONTESSA	2019-04-26	DOMINIC CONTESSA	2019-04-26
001	2017-01-01	DOMINIC CONTESSA	2018-07-27	DOMINIC CONTESSA	2018-07-27
001	2016-01-01	DOMINIC CONTESSA		DOMINIC CONTESSA	2017-09-20
001	2015-01-01	DOMINIC CONTESSA		DOMINIC CONTESSA	2016-06-24
001	2014-01-01	DOMINIC CONTESSA		DOMINIC CONTESSA	2015-01-16
001	2013-01-01	DOMINIC CONTESSA		DOMINIC CONTESSA	2014-01-31
001	2012-01-01	DOMINIC CONTESSA		DOMINIC CONTESSA	2013-03-01
001	2011-01-01	DOMINIC CONTESSA		DOMINIC CONTESSA	2012-05-25
001	2009-01-01	DOMINIC CONTESSA		DOMINIC CONTESSA	2010-07-19

Plan Statistics for CONTESSA INSURANCE PROFIT SHARING PLAN

401k plan membership statisitcs for CONTESSA INSURANCE PROFIT SHARING PLAN

Measure Date Value
2016: CONTESSA INSURANCE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Total of all active and inactive participants 2016-01-01 6
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
2015: CONTESSA INSURANCE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
2014: CONTESSA INSURANCE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Total of all active and inactive participants 2014-01-01 9
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 6
2013: CONTESSA INSURANCE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
2012: CONTESSA INSURANCE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
2011: CONTESSA INSURANCE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Total of all active and inactive participants 2011-01-01 8
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
2009: CONTESSA INSURANCE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 10
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10

Measure	Date	Value
2016: CONTESSA INSURANCE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Total of all active and inactive participants	2016-01-01	6
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
2015: CONTESSA INSURANCE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
2014: CONTESSA INSURANCE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Total of all active and inactive participants	2014-01-01	9
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	6
2013: CONTESSA INSURANCE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
2012: CONTESSA INSURANCE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
2011: CONTESSA INSURANCE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Total of all active and inactive participants	2011-01-01	8
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
2009: CONTESSA INSURANCE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	10
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10

Financial Data on CONTESSA INSURANCE PROFIT SHARING PLAN

Measure	Date	Value
2016 : CONTESSA INSURANCE PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$46,821
Total plan assets at end of year	2016-12-31	$639,333
Total plan assets at beginning of year	2016-12-31	$592,512
Value of fidelity bond covering the plan	2016-12-31	$70,000
Total contributions received or receivable from participants	2016-12-31	$9,680
Other income received	2016-12-31	$37,141
Net income (gross income less expenses)	2016-12-31	$46,821
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$639,333
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$592,512
2015 : CONTESSA INSURANCE PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$9,226
Total plan assets at end of year	2015-12-31	$592,512
Total plan assets at beginning of year	2015-12-31	$583,286
Value of fidelity bond covering the plan	2015-12-31	$70,000
Total contributions received or receivable from participants	2015-12-31	$12,130
Other income received	2015-12-31	$-2,904
Net income (gross income less expenses)	2015-12-31	$9,226
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$592,512
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$583,286
2014 : CONTESSA INSURANCE PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$49,724
Total plan assets at end of year	2014-12-31	$583,286
Total plan assets at beginning of year	2014-12-31	$533,562
Value of fidelity bond covering the plan	2014-12-31	$70,000
Total contributions received or receivable from participants	2014-12-31	$19,505
Other income received	2014-12-31	$30,219
Net income (gross income less expenses)	2014-12-31	$49,724
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$583,286
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$533,562
2013 : CONTESSA INSURANCE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$86,696
Total plan assets at end of year	2013-12-31	$533,562
Total plan assets at beginning of year	2013-12-31	$446,866
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$24,980
Other income received	2013-12-31	$61,716
Net income (gross income less expenses)	2013-12-31	$86,696
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$533,562
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$446,866
2012 : CONTESSA INSURANCE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$55,041
Expenses. Total of all expenses incurred	2012-12-31	$51,771
Benefits paid (including direct rollovers)	2012-12-31	$51,771
Total plan assets at end of year	2012-12-31	$446,866
Total plan assets at beginning of year	2012-12-31	$443,596
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$16,670
Other income received	2012-12-31	$38,371
Net income (gross income less expenses)	2012-12-31	$3,270
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$446,866
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$443,596
Assets. Value of participant loans	2012-12-31	$0
2011 : CONTESSA INSURANCE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$33,102
Expenses. Total of all expenses incurred	2011-12-31	$2,135
Benefits paid (including direct rollovers)	2011-12-31	$2,135
Total plan assets at end of year	2011-12-31	$443,596
Total plan assets at beginning of year	2011-12-31	$412,629
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$26,272
Other income received	2011-12-31	$6,830
Net income (gross income less expenses)	2011-12-31	$30,967
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$443,596
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$412,629
Assets. Value of participant loans	2011-12-31	$9,661
2010 : CONTESSA INSURANCE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$52,208
Total plan assets at end of year	2010-12-31	$412,629
Total plan assets at beginning of year	2010-12-31	$360,421
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$24,392
Other income received	2010-12-31	$27,816
Net income (gross income less expenses)	2010-12-31	$52,208
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$412,629
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$360,421
Assets. Value of participant loans	2010-12-31	$2,569

Form 5500 Responses for CONTESSA INSURANCE PROFIT SHARING PLAN

2016: CONTESSA INSURANCE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CONTESSA INSURANCE PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CONTESSA INSURANCE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CONTESSA INSURANCE PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CONTESSA INSURANCE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CONTESSA INSURANCE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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
2009: CONTESSA INSURANCE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

14840

Policy instance

Insurance contract or identification number	14840
Number of Individuals Covered	6
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

14840

Policy instance

Insurance contract or identification number	14840
Number of Individuals Covered	6
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

14840

Policy instance

Insurance contract or identification number	14840
Number of Individuals Covered	6
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

14840

Policy instance

Insurance contract or identification number	14840
Number of Individuals Covered	6
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

14840

Policy instance

Insurance contract or identification number	14840
Number of Individuals Covered	8
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

14840

Policy instance

Insurance contract or identification number	14840
Number of Individuals Covered	10
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CONTESSA INSURANCE AGENCY, INC.
Employer identification number (EIN):	061242144
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages