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AGENCY ADVISORS 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan NameAGENCY ADVISORS 401(K) & PROFIT SHARING PLAN
Plan identification number 001

AGENCY ADVISORS 401(K) & PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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

Company Name:AGENCY ADVISORS, INC.
Employer identification number (EIN):205040414
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGENCY ADVISORS 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LEIGH-ANN DEVIER2024-05-23
0012022-01-01LEIGH-ANN DEVIER2023-07-06
0012021-01-01LEIGH-ANN DEVIER2022-07-14
0012020-01-01LEIGH-ANN DEVIER2021-07-08
0012019-01-01LEIGH-ANN DEVIER2020-07-24
0012018-01-01LEIGH-ANNE DEVIER2019-10-14
0012017-01-01LEIGH-ANNE DEVIER2018-05-30
0012016-01-01LEIGH-ANNE DEVIER2017-06-19
0012013-01-01LEIGH-ANNE DEVIER2014-10-09

Plan Statistics for AGENCY ADVISORS 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for AGENCY ADVISORS 401(K) & PROFIT SHARING PLAN

Measure Date Value
2024: AGENCY ADVISORS 401(K) & PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-23130
Total number of particpants at end of year2024-05-23116
Number of Participants With Account Balances2024-05-23102
2022: AGENCY ADVISORS 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-1481
Total number of particpants at end of year2022-07-1491
Number of Participants With Account Balances2022-07-1479

Financial Data on AGENCY ADVISORS 401(K) & PROFIT SHARING PLAN

Measure Date Value
2024 : AGENCY ADVISORS 401(K) & PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-23307629
Net assets as of the end of the plan year2024-05-234619025
Total assets as of the beginning of the plan year2024-05-233338257
Value of plan covered by a fidelity bond2024-05-23334000
Participant contributions to plan in this plan year2024-05-23562577
Value of participant loans at end of plan year2024-05-23136626
Other contributions to plan in this plan year2024-05-2330555
Other income to plan in this plan year2024-05-23695445
Plan net income in this plan year2024-05-231280768
Net assets as of the end of the plan year2024-05-234619025
Net assets as of the beginning of the plan year2024-05-233338257
Employer contributions to plan in this plan year2024-05-23299820
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2332774
2022 : AGENCY ADVISORS 401(K) & PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1492988
Net assets as of the end of the plan year2022-07-143381534
Total assets as of the beginning of the plan year2022-07-142427693
Value of plan covered by a fidelity bond2022-07-14243000
Participant contributions to plan in this plan year2022-07-14382272
Value of participant loans at end of plan year2022-07-1437618
Other contributions to plan in this plan year2022-07-142988
Other income to plan in this plan year2022-07-14444773
Plan net income in this plan year2022-07-14953841
Net assets as of the end of the plan year2022-07-143381534
Net assets as of the beginning of the plan year2022-07-142427693
Employer contributions to plan in this plan year2022-07-14216796
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1426185

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