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NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN 401k Plan overview

Plan NameNORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN
Plan identification number 001

NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

NORTHSHORE INSURANCE AGENCY has sponsored the creation of one or more 401k plans.

Company Name:NORTHSHORE INSURANCE AGENCY
Employer identification number (EIN):251660142
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01JAMES ORTH
0012011-01-01JAMES ORTH
0012010-01-01JAMES ORTH
0012009-01-01JAMES ORTH
0012009-01-01JAMES ORTH

Plan Statistics for NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN

401k plan membership statisitcs for NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN

Measure Date Value
2012: NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
2011: NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
2010: NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-016
Total participants2010-01-016
2009: NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Total participants2009-01-016

Financial Data on NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN

Measure Date Value
2012 : NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$-300,630
Total income from all sources2012-12-31$6,516
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$294,114
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$6,516
Net income (gross income less expenses)2012-12-31$6,516
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$294,114
2011 : NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$16,269
Expenses. Total of all expenses incurred2011-12-31$9,804
Benefits paid (including direct rollovers)2011-12-31$9,804
Total plan assets at end of year2011-12-31$294,114
Total plan assets at beginning of year2011-12-31$287,649
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$814
Net income (gross income less expenses)2011-12-31$6,465
Net plan assets at end of year (total assets less liabilities)2011-12-31$294,114
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$287,649
Total contributions received or receivable from employer(s)2011-12-31$15,455
2010 : NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$67,586
Total plan assets at end of year2010-12-31$287,649
Total plan assets at beginning of year2010-12-31$220,063
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$44,234
Net income (gross income less expenses)2010-12-31$67,586
Net plan assets at end of year (total assets less liabilities)2010-12-31$287,649
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$220,063
Total contributions received or receivable from employer(s)2010-12-31$23,352

Form 5500 Responses for NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN

2012: NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTHSHORE INSURANCE AGENCY PROFIT SHARING PLAN FORMERLY KNOWN AS JAMES B ORTH INSURANCE AGENCY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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