401k Plan data: CDR INSURANCE GROUP, INC. 401(K) PLAN plan

CDR INSURANCE GROUP, INC. 401(K) PLAN 401k Plan overview

Plan Name	CDR INSURANCE GROUP, INC. 401(K) PLAN
Plan identification number	001

CDR INSURANCE GROUP, INC. 401(K) 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

CDR INSURANCE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: CDR INSURANCE GROUP, INC.

Employer identification number (EIN): 061332033

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CDR INSURANCE GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 RICK RICE 2023-12-04 RICK RICE 2023-12-04
001 2022-01-01 RICK RICE 2023-07-17
001 2021-01-01 RICK RICE 2022-10-18
001 2020-01-01 RICK RICE 2021-10-19
001 2020-01-01 RICK RICE 2021-10-15
001 2019-01-01 RICK RICE 2020-10-14
001 2018-01-01 RICK RICE 2019-10-14
001 2017-01-01 RICK RICE 2018-10-08
001 2016-01-01 RICK RICE 2017-08-29
001 2015-01-01 RICK RICE 2016-10-17
001 2014-01-01 RICK RICE
001 2013-01-01 RICK RICE
001 2012-01-01 RICK RICE
001 2011-01-01 RICK RICE
001 2010-01-01 RICK RICE
001 2009-01-01 RICK RICE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	RICK RICE	2023-12-04	RICK RICE	2023-12-04
001	2022-01-01	RICK RICE	2023-07-17
001	2021-01-01	RICK RICE	2022-10-18
001	2020-01-01	RICK RICE	2021-10-19
001	2020-01-01	RICK RICE	2021-10-15
001	2019-01-01	RICK RICE	2020-10-14
001	2018-01-01	RICK RICE	2019-10-14
001	2017-01-01	RICK RICE	2018-10-08
001	2016-01-01	RICK RICE	2017-08-29
001	2015-01-01	RICK RICE	2016-10-17
001	2014-01-01	RICK RICE
001	2013-01-01	RICK RICE
001	2012-01-01	RICK RICE
001	2011-01-01	RICK RICE
001	2010-01-01	RICK RICE
001	2009-01-01	RICK RICE

Plan Statistics for CDR INSURANCE GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for CDR INSURANCE GROUP, INC. 401(K) PLAN

Measure Date Value
2014: CDR INSURANCE GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 21
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 25
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CDR INSURANCE GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: CDR INSURANCE GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: CDR INSURANCE GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
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 4
Total of all active and inactive participants 2011-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 23
Number of participants with account balances 2011-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CDR INSURANCE GROUP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
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 5
Total of all active and inactive participants 2010-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 24
Number of participants with account balances 2010-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: CDR INSURANCE GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
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 4
Total of all active and inactive participants 2009-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: CDR INSURANCE GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	21
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	25
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CDR INSURANCE GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: CDR INSURANCE GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: CDR INSURANCE GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
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	4
Total of all active and inactive participants	2011-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	23
Number of participants with account balances	2011-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CDR INSURANCE GROUP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
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	5
Total of all active and inactive participants	2010-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	24
Number of participants with account balances	2010-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: CDR INSURANCE GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
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	4
Total of all active and inactive participants	2009-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CDR INSURANCE GROUP, INC. 401(K) PLAN

Measure	Date	Value
2014 : CDR INSURANCE GROUP, INC. 401(K) PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$476,207
Total plan assets at end of year	2014-12-31	$4,705,449
Total plan assets at beginning of year	2014-12-31	$4,229,242
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$206,347
Other income received	2014-12-31	$183,770
Net income (gross income less expenses)	2014-12-31	$476,207
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,705,449
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,229,242
Assets. Value of participant loans	2014-12-31	$24,323
Total contributions received or receivable from employer(s)	2014-12-31	$86,090
2013 : CDR INSURANCE GROUP, INC. 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,051,516
Expenses. Total of all expenses incurred	2013-12-31	$50,635
Benefits paid (including direct rollovers)	2013-12-31	$38,587
Total plan assets at end of year	2013-12-31	$4,229,242
Total plan assets at beginning of year	2013-12-31	$3,228,361
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$194,551
Contributions received from other sources (not participants or employers)	2013-12-31	$17
Other income received	2013-12-31	$771,586
Net income (gross income less expenses)	2013-12-31	$1,000,881
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,229,242
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,228,361
Assets. Value of participant loans	2013-12-31	$26,597
Total contributions received or receivable from employer(s)	2013-12-31	$85,362
Value of corrective distributions	2013-12-31	$12,048
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CDR INSURANCE GROUP, INC. 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$578,994
Expenses. Total of all expenses incurred	2012-12-31	$22,923
Benefits paid (including direct rollovers)	2012-12-31	$17,846
Total plan assets at end of year	2012-12-31	$3,228,361
Total plan assets at beginning of year	2012-12-31	$2,672,290
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$155,394
Other income received	2012-12-31	$339,403
Net income (gross income less expenses)	2012-12-31	$556,071
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,228,361
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,672,290
Assets. Value of participant loans	2012-12-31	$16,197
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$4,380
Total contributions received or receivable from employer(s)	2012-12-31	$84,197
Value of corrective distributions	2012-12-31	$5,077
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CDR INSURANCE GROUP, INC. 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$83,393
Expenses. Total of all expenses incurred	2011-12-31	$43,025
Benefits paid (including direct rollovers)	2011-12-31	$43,025
Total plan assets at end of year	2011-12-31	$2,672,290
Total plan assets at beginning of year	2011-12-31	$2,631,922
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$141,707
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-106,082
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$40,368
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,672,290
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,631,922
Assets. Value of participant loans	2011-12-31	$20,704
Total contributions received or receivable from employer(s)	2011-12-31	$47,768
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CDR INSURANCE GROUP, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$501,095
Expenses. Total of all expenses incurred	2010-12-31	$6,824
Benefits paid (including direct rollovers)	2010-12-31	$6,824
Total plan assets at end of year	2010-12-31	$2,631,922
Total plan assets at beginning of year	2010-12-31	$2,137,651
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$129,557
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$293,237
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$494,271
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,631,922
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,137,651
Assets. Value of participant loans	2010-12-31	$13,409
Total contributions received or receivable from employer(s)	2010-12-31	$78,301
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CDR INSURANCE GROUP, INC. 401(K) 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

Form 5500 Responses for CDR INSURANCE GROUP, INC. 401(K) PLAN

2014: CDR INSURANCE GROUP, INC. 401(K) 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: CDR INSURANCE GROUP, INC. 401(K) 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: CDR INSURANCE GROUP, INC. 401(K) 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: CDR INSURANCE GROUP, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CDR INSURANCE GROUP, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CDR INSURANCE GROUP, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-EY5P

Policy instance

Insurance contract or identification number	GAP-CP-EY5P
Number of Individuals Covered	24
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,874
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
Commission paid to Insurance Broker	USD $4,874
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL, LLC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-EY5P

Policy instance

Insurance contract or identification number	GAP-CP-EY5P
Number of Individuals Covered	22
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,400
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
Commission paid to Insurance Broker	USD $1,400
Insurance broker organization code?	7
Insurance broker name	LPL FINANCIAL, LLC

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Company Name:	CDR INSURANCE GROUP, INC.
Employer identification number (EIN):	061332033
NAIC Classification:	524290