| Plan Name | KESTEN-BROWN INSURANCE LLC 401(K) PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | KESTEN-BROWN INSURANCE, LLC |
| Employer identification number (EIN): | 061600136 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2016-01-01 | ROBERT KESTEN | 2017-05-12 | ||
| 002 | 2015-01-01 | ROBERT KESTEN | 2016-08-29 | ||
| 002 | 2014-01-01 | ROBERT KESTEN | 2015-08-20 | ||
| 002 | 2013-01-01 | ROBERT KESTEN | 2014-10-06 | ||
| 002 | 2011-01-01 | ROBERT KESTEN | 2012-08-13 | ||
| 002 | 2010-01-01 | ROBERT KESTEN | 2011-10-13 | ||
| 002 | 2008-01-01 | ROBERT KESTEN |
| Measure | Date | Value |
|---|---|---|
| 2008 : KESTEN-BROWN INSURANCE LLC 401(K) PROFIT SHARING PLAN 2008 401k financial data | ||
| Transfers to/from the plan | 2008-12-31 | $876,683 |
| Total plan liabilities at end of year | 2008-12-31 | $0 |
| Total plan liabilities at beginning of year | 2008-12-31 | $0 |
| Total income from all sources | 2008-12-31 | $163,770 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $0 |
| Total plan assets at end of year | 2008-12-31 | $1,040,453 |
| Total plan assets at beginning of year | 2008-12-31 | $0 |
| Total contributions received or receivable from participants | 2008-12-31 | $46,500 |
| Other income received | 2008-12-31 | $316 |
| Net income (gross income less expenses) | 2008-12-31 | $163,770 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $1,040,453 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $0 |
| Assets. Value of participant loans | 2008-12-31 | $13,671 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $116,954 |
| 2008: KESTEN-BROWN INSURANCE LLC 401(K) PROFIT SHARING PLAN 2008 form 5500 responses | ||
|---|---|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | First time form 5500 has been submitted | Yes |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | GH4981 |
| Policy instance | 1 |