401k Plan data: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN plan

ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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

ADVISORNET PROPERTY & CASUALTY, LLC has sponsored the creation of one or more 401k plans.

Company Name: ADVISORNET PROPERTY & CASUALTY, LLC

Employer identification number (EIN): 262479850

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAVID BURKART 2024-07-24
001 2022-01-01 DAVID BURKART 2023-06-02
001 2021-01-01 DANIEL P. ANDERSON 2022-05-06
001 2020-01-01 DANIEL P. ANDERSON 2021-05-05
001 2019-01-01 DANIEL P. ANDERSON 2020-06-26
001 2018-01-01 DANIEL P. ANDERSON 2019-06-18
001 2017-01-01 DANIEL P. ANDERSON 2018-06-19
001 2016-01-01 DANIEL P. ANDERSON 2017-05-25
001 2015-01-01 DANIEL P. ANDERSON 2016-04-22
001 2014-01-01 DANIEL P. ANDERSON
001 2013-01-01 DANIEL P. ANDERSON
001 2012-01-01 DANIEL P. ANDERSON
001 2011-01-01 DANIEL P. ANDERSON
001 2010-01-01 KAREN E. GENA
001 2009-01-01 KAREN E. GENA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	DAVID BURKART	2024-07-24
001	2022-01-01	DAVID BURKART	2023-06-02
001	2021-01-01	DANIEL P. ANDERSON	2022-05-06
001	2020-01-01	DANIEL P. ANDERSON	2021-05-05
001	2019-01-01	DANIEL P. ANDERSON	2020-06-26
001	2018-01-01	DANIEL P. ANDERSON	2019-06-18
001	2017-01-01	DANIEL P. ANDERSON	2018-06-19
001	2016-01-01	DANIEL P. ANDERSON	2017-05-25
001	2015-01-01	DANIEL P. ANDERSON	2016-04-22
001	2014-01-01	DANIEL P. ANDERSON
001	2013-01-01	DANIEL P. ANDERSON
001	2012-01-01	DANIEL P. ANDERSON
001	2011-01-01	DANIEL P. ANDERSON
001	2010-01-01	KAREN E. GENA
001	2009-01-01	KAREN E. GENA

Plan Statistics for ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 7
2009: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	7
2009: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$35,631
Expenses. Total of all expenses incurred	2014-12-31	$670
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$343,654
Total plan assets at beginning of year	2014-12-31	$308,693
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$18,558
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$17,073
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$34,961
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$343,654
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$308,693
Assets. Value of participant loans	2014-12-31	$40,938
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$670
2013 : ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$72,035
Expenses. Total of all expenses incurred	2013-12-31	$14,501
Benefits paid (including direct rollovers)	2013-12-31	$14,066
Total plan assets at end of year	2013-12-31	$308,693
Total plan assets at beginning of year	2013-12-31	$251,159
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$15,841
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$2,242
Other income received	2013-12-31	$53,952
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$57,534
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$308,693
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$251,159
Assets. Value of participant loans	2013-12-31	$19,810
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$435
2012 : ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$58,088
Expenses. Total of all expenses incurred	2012-12-31	$45,591
Benefits paid (including direct rollovers)	2012-12-31	$45,356
Total plan assets at end of year	2012-12-31	$251,159
Total plan assets at beginning of year	2012-12-31	$238,662
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$16,717
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$30,673
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$12,497
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$251,159
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$238,662
Assets. Value of participant loans	2012-12-31	$40,068
Total contributions received or receivable from employer(s)	2012-12-31	$10,698
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$235
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$121,710
Expenses. Total of all expenses incurred	2011-12-31	$58,228
Benefits paid (including direct rollovers)	2011-12-31	$58,058
Total plan assets at end of year	2011-12-31	$238,662
Total plan assets at beginning of year	2011-12-31	$175,180
Value of fidelity bond covering the plan	2011-12-31	$40,000
Total contributions received or receivable from participants	2011-12-31	$14,599
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$108,964
Other income received	2011-12-31	$-7,822
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$63,482
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$238,662
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$175,180
Assets. Value of participant loans	2011-12-31	$58,603
Total contributions received or receivable from employer(s)	2011-12-31	$5,969
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$29,341
Expenses. Total of all expenses incurred	2010-12-31	$99,791
Benefits paid (including direct rollovers)	2010-12-31	$99,691
Total plan assets at end of year	2010-12-31	$175,180
Total plan assets at beginning of year	2010-12-31	$245,630
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$10,967
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$13,374
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-70,450
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$175,180
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$245,630
Assets. Value of participant loans	2010-12-31	$32,243
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$6,746
Total contributions received or receivable from employer(s)	2010-12-31	$5,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN

2014: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ADVISORNET PROPERTY & CASUALTY, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ADVISORNET PROPERTY & CASUALTY, LLC
Employer identification number (EIN):	262479850
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages