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| Plan Name | ORGANIZED CAPITAL CORPORATION PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ORGANIZED CAPITAL CORPORATION |
| Employer identification number (EIN): | 201614794 |
| 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 |
|---|---|---|---|---|---|
| 001 | 2019-10-01 | ||||
| 001 | 2018-10-01 | ||||
| 001 | 2017-10-01 | LILA VASCONCELLOS | 2019-03-19 | ||
| 001 | 2016-10-01 | ||||
| 001 | 2015-10-01 | LILA VASCONCELLOS | 2017-01-10 | ||
| 001 | 2014-10-01 | LILA VASCONCELLOS | 2016-07-07 | ||
| 001 | 2013-10-01 | LILA VASCONCELLOS | 2015-07-01 | ||
| 001 | 2012-10-01 | KENNETH ONO | 2014-03-18 | ||
| 001 | 2011-10-01 | KENNETH ONO | 2013-01-29 | ||
| 001 | 2009-10-01 | KENNETH ONO |
| Measure | Date | Value |
|---|---|---|
| 2011 : ORGANIZED CAPITAL CORPORATION PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-09-30 | $-8,987 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $13,803 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $13,761 |
| Total plan assets at end of year | 2011-09-30 | $279,962 |
| Total plan assets at beginning of year | 2011-09-30 | $302,752 |
| Value of fidelity bond covering the plan | 2011-09-30 | $70,000 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $42 |
| Other income received | 2011-09-30 | $-8,987 |
| Net income (gross income less expenses) | 2011-09-30 | $-22,790 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $279,962 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $302,752 |
| Assets. Value of employer securities | 2011-09-30 | $120,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
| 2010 : ORGANIZED CAPITAL CORPORATION PROFIT SHARING PLAN 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
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