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MOUNTAIN VALLEY INSURANCE 401(K) PLAN 401k Plan overview

Plan NameMOUNTAIN VALLEY INSURANCE 401(K) PLAN
Plan identification number 001

MOUNTAIN VALLEY INSURANCE 401(K) 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

MOUNTAIN VALLEY INSURANCE has sponsored the creation of one or more 401k plans.

Company Name:MOUNTAIN VALLEY INSURANCE
Employer identification number (EIN):262227368
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN VALLEY INSURANCE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DIANA HUNT2024-07-02
0012022-01-01DIANA G HUNT2023-06-27
0012021-01-01DIANA G HUNT2022-07-08
0012020-01-01DIANA HUNT2021-07-21
0012019-01-01DIANA HUNT2020-07-09
0012018-01-01DIANA HUNT2019-07-25 DIANA HUNT2019-07-25
0012017-01-01DIANA HUNT2018-07-23 DIANA HUNT2018-07-23
0012016-01-01DIANA HUNT2017-09-21
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DIANE HEBERT2013-07-16
0012011-01-01DIANE HEBERT2012-06-20
0012010-01-01JAMES CONSOLATI2011-09-06

Financial Data on MOUNTAIN VALLEY INSURANCE 401(K) PLAN

Measure Date Value
2025 : MOUNTAIN VALLEY INSURANCE 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-150
Total liabilities as of the beginning of the plan year2025-07-150
Total expenses incurred by plan in this plan year2025-07-1522407
Net assets as of the end of the plan year2025-07-151128898
Total assets as of the beginning of the plan year2025-07-15930491
Value of plan covered by a fidelity bond2025-07-15100000
Participant contributions to plan in this plan year2025-07-1558429
Value of participant loans at end of plan year2025-07-15120599
Other income to plan in this plan year2025-07-15144294
Plan net income in this plan year2025-07-15198407
Net assets as of the end of the plan year2025-07-151128898
Net assets as of the beginning of the plan year2025-07-15930491
Employer contributions to plan in this plan year2025-07-1518091
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-152581
2024 : MOUNTAIN VALLEY INSURANCE 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-020
Total liabilities as of the beginning of the plan year2024-07-020
Total expenses incurred by plan in this plan year2024-07-022349
Net assets as of the end of the plan year2024-07-02930491
Total assets as of the beginning of the plan year2024-07-02710407
Value of plan covered by a fidelity bond2024-07-02100000
Participant contributions to plan in this plan year2024-07-0266228
Value of participant loans at end of plan year2024-07-02111876
Other income to plan in this plan year2024-07-02141566
Plan net income in this plan year2024-07-02220084
Net assets as of the end of the plan year2024-07-02930491
Net assets as of the beginning of the plan year2024-07-02710407
Employer contributions to plan in this plan year2024-07-0214639
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-022349
2022 : MOUNTAIN VALLEY INSURANCE 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-080
Total liabilities as of the beginning of the plan year2022-07-080
Total expenses incurred by plan in this plan year2022-07-083912
Net assets as of the end of the plan year2022-07-08835196
Total assets as of the beginning of the plan year2022-07-08652914
Value of plan covered by a fidelity bond2022-07-0850000
Participant contributions to plan in this plan year2022-07-0861493
Other expenses paid from plan in this plan year2022-07-080
Other contributions to plan in this plan year2022-07-080
Other income to plan in this plan year2022-07-08124701
Plan net income in this plan year2022-07-08182282
Net assets as of the end of the plan year2022-07-08835196
Net assets as of the beginning of the plan year2022-07-08652914
Employer contributions to plan in this plan year2022-07-080
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-083912

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