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JARED FINK INSURANCE AGENCY, INC. 401(K) P/S PLAN 401k Plan overview

Plan NameJARED FINK INSURANCE AGENCY, INC. 401(K) P/S PLAN
Plan identification number 001

JARED FINK INSURANCE AGENCY, INC. 401(K) P/S PLAN 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.
  • 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

JARED FINK INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:JARED FINK INSURANCE AGENCY, INC.
Employer identification number (EIN):261532744
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JARED FINK INSURANCE AGENCY, INC. 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JARED FINK2024-09-27
0012021-01-01JARED FINK2022-09-02
0012020-01-01JARED FINK2021-06-03
0012019-01-01JARED FINK2020-08-10
0012018-01-01JARED FINK2019-05-31
0012017-01-01JARED FINK2018-03-07
0012016-01-01JARED FINK2017-07-06

Financial Data on JARED FINK INSURANCE AGENCY, INC. 401(K) P/S PLAN

Measure Date Value
2025 : JARED FINK INSURANCE AGENCY, INC. 401(K) P/S PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-151409
Net assets as of the end of the plan year2025-10-15208341
Total assets as of the beginning of the plan year2025-10-15172027
Value of plan covered by a fidelity bond2025-10-151000000
Participant contributions to plan in this plan year2025-10-1512575
Other income to plan in this plan year2025-10-1516779
Plan net income in this plan year2025-10-1536314
Net assets as of the end of the plan year2025-10-15208341
Net assets as of the beginning of the plan year2025-10-15172027
Employer contributions to plan in this plan year2025-10-158369
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-151409
2024 : JARED FINK INSURANCE AGENCY, INC. 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-270
Total expenses incurred by plan in this plan year2024-09-271103
Net assets as of the end of the plan year2024-09-27172027
Total assets as of the beginning of the plan year2024-09-27125618
Participant contributions to plan in this plan year2024-09-2726785
Other income to plan in this plan year2024-09-2714236
Plan net income in this plan year2024-09-2746409
Net assets as of the end of the plan year2024-09-27172027
Net assets as of the beginning of the plan year2024-09-27125618
Employer contributions to plan in this plan year2024-09-276491
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-271103
2022 : JARED FINK INSURANCE AGENCY, INC. 401(K) P/S PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-020
Total liabilities as of the beginning of the plan year2022-09-020
Total expenses incurred by plan in this plan year2022-09-02906
Net assets as of the end of the plan year2022-09-02118895
Total assets as of the beginning of the plan year2022-09-0294098
Value of plan covered by a fidelity bond2022-09-02100000
Participant contributions to plan in this plan year2022-09-0217250
Other expenses paid from plan in this plan year2022-09-020
Other contributions to plan in this plan year2022-09-02125
Other income to plan in this plan year2022-09-025453
Plan net income in this plan year2022-09-0224797
Net assets as of the end of the plan year2022-09-02118895
Net assets as of the beginning of the plan year2022-09-0294098
Employer contributions to plan in this plan year2022-09-022875
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-02906

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