401k Plan data: CSC INSURANCE PROFESSIONALS, INC. 401(K) PLAN plan

CSC INSURANCE PROFESSIONALS, INC. 401(K) PLAN 401k Plan overview

Plan Name	CSC INSURANCE PROFESSIONALS, INC. 401(K) PLAN
Plan identification number	002

CSC INSURANCE PROFESSIONALS, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

CSC INSURANCE PROFESSIONALS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CSC INSURANCE PROFESSIONALS, INC.

Employer identification number (EIN): 251497232

NAIC Classification: 524290

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 EMILY MORRISON 2024-02-20
002 2022-01-01 EMILY MORRISON 2023-10-13
002 2021-01-01 ALYSSA MENDOLA 2022-10-11
002 2020-01-01 ALYSSA MENDOLA 2021-08-30
002 2019-01-01 WENDY O'BRYON 2020-10-14
002 2018-01-01 WENDY O'BRYON 2019-10-14
002 2017-01-01 WENDY O'BRYON 2018-07-18
002 2016-01-01 WENDY O'BRYON 2017-07-19
002 2015-01-01 WENDY O'BRYON 2016-07-19
002 2014-01-01 WENDY O'BRYON 2015-07-14
002 2013-01-01 WENDY O'BRYON 2014-07-17
002 2012-01-01 GINNIE FURIO 2013-07-23
002 2011-01-01 GINNIE FURIO 2012-10-11
002 2010-01-01 GINNIE FURIO 2011-06-15
002 2007-01-01 GINNIE FURIO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	EMILY MORRISON	2024-02-20
002	2022-01-01	EMILY MORRISON	2023-10-13
002	2021-01-01	ALYSSA MENDOLA	2022-10-11
002	2020-01-01	ALYSSA MENDOLA	2021-08-30
002	2019-01-01	WENDY O'BRYON	2020-10-14
002	2018-01-01	WENDY O'BRYON	2019-10-14
002	2017-01-01	WENDY O'BRYON	2018-07-18
002	2016-01-01	WENDY O'BRYON	2017-07-19
002	2015-01-01	WENDY O'BRYON	2016-07-19
002	2014-01-01	WENDY O'BRYON	2015-07-14
002	2013-01-01	WENDY O'BRYON	2014-07-17
002	2012-01-01	GINNIE FURIO	2013-07-23
002	2011-01-01	GINNIE FURIO	2012-10-11
002	2010-01-01	GINNIE FURIO	2011-06-15
002	2007-01-01	GINNIE FURIO

Plan Statistics for CSC INSURANCE PROFESSIONALS, INC. 401(K) PLAN

401k plan membership statisitcs for CSC INSURANCE PROFESSIONALS, INC. 401(K) PLAN

Measure Date Value
2024: CSC INSURANCE PROFESSIONALS, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-02-20 42
Total number of particpants at end of year 2024-02-20 0
Number of Participants With Account Balances 2024-02-20 0
2007: CSC INSURANCE PROFESSIONALS, INC. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 35
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 6
Total of all active and inactive participants 2007-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 41
Number of participants with account balances 2007-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2024: CSC INSURANCE PROFESSIONALS, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-02-20	42
Total number of particpants at end of year	2024-02-20	0
Number of Participants With Account Balances	2024-02-20	0
2007: CSC INSURANCE PROFESSIONALS, INC. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	35
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	6
Total of all active and inactive participants	2007-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	41
Number of participants with account balances	2007-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on CSC INSURANCE PROFESSIONALS, INC. 401(K) PLAN

Measure	Date	Value
2024 : CSC INSURANCE PROFESSIONALS, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-02-20	-1685369
Total liabilities as of the end of the plan year	2024-02-20	0
Total liabilities as of the beginning of the plan year	2024-02-20	0
Total expenses incurred by plan in this plan year	2024-02-20	1276437
Net assets as of the end of the plan year	2024-02-20	0
Total assets as of the beginning of the plan year	2024-02-20	2659297
Value of plan covered by a fidelity bond	2024-02-20	250000
Participant contributions to plan in this plan year	2024-02-20	47787
Value of participant loans at end of plan year	2024-02-20	0
Other expenses paid from plan in this plan year	2024-02-20	0
Other contributions to plan in this plan year	2024-02-20	0
Other income to plan in this plan year	2024-02-20	239837
Plan net income in this plan year	2024-02-20	-973928
Net assets as of the end of the plan year	2024-02-20	0
Net assets as of the beginning of the plan year	2024-02-20	2659297
Employer contributions to plan in this plan year	2024-02-20	14885
Fees paid to broker by Benefit Provider	2024-02-20	977
Expensese paid to adminstrative service provicers from plan in this plan year	2024-02-20	11874

Form 5500 Responses for CSC INSURANCE PROFESSIONALS, INC. 401(K) PLAN

2007: CSC INSURANCE PROFESSIONALS, INC. 401(K) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CSC INSURANCE PROFESSIONALS, INC.
Employer identification number (EIN):	251497232
NAIC Classification:	524290