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PROFESSIONAL MARKETING INSUR 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NamePROFESSIONAL MARKETING INSUR 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

PROFESSIONAL MARKETING INSUR 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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.
  • 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

PROFESSIONAL MARKETING INSUR has sponsored the creation of one or more 401k plans.

Company Name:PROFESSIONAL MARKETING INSUR
Employer identification number (EIN):134258121
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFESSIONAL MARKETING INSUR 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SONIA MORAN2024-06-27
0012022-01-01SONIA MORAN2023-07-07
0012021-01-01SONIA MORAN2022-07-21
0012020-01-01SONIA MORAN2021-06-10
0012019-01-01SONIA MORAN2020-06-30
0012018-01-01SONIA MORAN2019-06-22
0012017-01-01SONIA MORAN2018-05-24
0012016-01-01SONIA MORAN2017-06-28
0012015-01-01SONIA MORAN2016-07-10
0012014-01-01SONIA MORAN2015-07-14
0012013-01-01SONIA MORAN2014-07-30
0012012-01-01PROFESSIONAL MARKETING INSUR2013-07-26
0012011-01-01PROFESSIONAL MARKETING INSUR2012-09-20
0012010-01-01PROFESSIONAL MARKETING INSUR2012-09-20
0012009-01-01PRO-MARK PROFESSIONAL MARKETIN
0012009-01-01PRO-MARK PROFESSIONAL MARKETIN

Financial Data on PROFESSIONAL MARKETING INSUR 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : PROFESSIONAL MARKETING INSUR 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-0431
Net assets as of the end of the plan year2025-06-04499320
Total assets as of the beginning of the plan year2025-06-04447054
Value of plan covered by a fidelity bond2025-06-0445000
Participant contributions to plan in this plan year2025-06-045760
Value of participant loans at end of plan year2025-06-040
Other income to plan in this plan year2025-06-0446537
Plan net income in this plan year2025-06-0452266
Net assets as of the end of the plan year2025-06-04499320
Net assets as of the beginning of the plan year2025-06-04447054
2024 : PROFESSIONAL MARKETING INSUR 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-27224
Net assets as of the end of the plan year2024-06-27447054
Total assets as of the beginning of the plan year2024-06-27393533
Value of plan covered by a fidelity bond2024-06-2740000
Participant contributions to plan in this plan year2024-06-275040
Value of participant loans at end of plan year2024-06-270
Other income to plan in this plan year2024-06-2748705
Plan net income in this plan year2024-06-2753521
Net assets as of the end of the plan year2024-06-27447054
Net assets as of the beginning of the plan year2024-06-27393533

Form 5500 Responses for PROFESSIONAL MARKETING INSUR 401 K PROFIT SHARING PLAN TRUST

2009: PROFESSIONAL MARKETING INSUR 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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