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BOB MASTERSON INSURANCE AGENCY, INC.PROFIT SHARING PLAN 401k Plan overview

Plan NameBOB MASTERSON INSURANCE AGENCY, INC.PROFIT SHARING PLAN
Plan identification number 001

BOB MASTERSON INSURANCE AGENCY, INC.PROFIT SHARING 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.
  • 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

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

Company Name:BOB MASTERSON INSURANCE AGENCY, INC
Employer identification number (EIN):272512423
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOB MASTERSON INSURANCE AGENCY, INC.PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT MASTERSON2024-05-22 ROBERT MASTERSON2024-05-22
0012022-01-01ROBERT MASTERSON2023-05-26 ROBERT MASTERSON2023-05-26
0012021-01-01ROBERT M MASTERSON2022-07-02
0012020-01-01ROBERT M MASTERSON2021-05-15
0012019-01-01ROBERT MASTERSON2019-06-14 ROBERT MASTERSON2019-06-14
0012018-01-01ROBERT MASTERSON2019-05-16 ROBERT MASTERSON2019-05-16
0012017-01-01ROBERT M MASTERSON2018-07-23 ROBERT M MASTERSON2018-07-23
0012016-01-01ROBERT M MASTERSON2017-07-26 ROBERT M MASTERSON2017-07-26
0012016-01-01ROBERT M MASTERSON2017-07-11 ROBERT M MASTERSON2017-07-11

Plan Statistics for BOB MASTERSON INSURANCE AGENCY, INC.PROFIT SHARING PLAN

401k plan membership statisitcs for BOB MASTERSON INSURANCE AGENCY, INC.PROFIT SHARING PLAN

Measure Date Value
2025: BOB MASTERSON INSURANCE AGENCY, INC.PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-206
Total number of particpants at end of year2025-05-206
Number of Participants With Account Balances2025-05-206
2024: BOB MASTERSON INSURANCE AGENCY, INC.PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-225
Total number of particpants at end of year2024-05-226
Number of Participants With Account Balances2024-05-226
2022: BOB MASTERSON INSURANCE AGENCY, INC.PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-026
Total number of particpants at end of year2022-07-025
Number of Participants With Account Balances2022-07-025

Financial Data on BOB MASTERSON INSURANCE AGENCY, INC.PROFIT SHARING PLAN

Measure Date Value
2025 : BOB MASTERSON INSURANCE AGENCY, INC.PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-200
Total expenses incurred by plan in this plan year2025-05-200
Net assets as of the end of the plan year2025-05-207068059
Total assets as of the beginning of the plan year2025-05-205525382
Value of plan covered by a fidelity bond2025-05-20500000
Participant contributions to plan in this plan year2025-05-2085846
Other income to plan in this plan year2025-05-201344899
Plan net income in this plan year2025-05-201542677
Net assets as of the end of the plan year2025-05-207068059
Net assets as of the beginning of the plan year2025-05-205525382
Employer contributions to plan in this plan year2025-05-20111932
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-200
2024 : BOB MASTERSON INSURANCE AGENCY, INC.PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-220
Total expenses incurred by plan in this plan year2024-05-220
Net assets as of the end of the plan year2024-05-225525382
Total assets as of the beginning of the plan year2024-05-224306111
Value of plan covered by a fidelity bond2024-05-22500000
Participant contributions to plan in this plan year2024-05-2280654
Other income to plan in this plan year2024-05-221098772
Plan net income in this plan year2024-05-221219271
Net assets as of the end of the plan year2024-05-225525382
Net assets as of the beginning of the plan year2024-05-224306111
Employer contributions to plan in this plan year2024-05-2239845
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-220
2022 : BOB MASTERSON INSURANCE AGENCY, INC.PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-07-020
Total expenses incurred by plan in this plan year2022-07-022098
Net assets as of the end of the plan year2022-07-025119748
Total assets as of the beginning of the plan year2022-07-023983486
Value of plan covered by a fidelity bond2022-07-02500000
Participant contributions to plan in this plan year2022-07-0241783
Other income to plan in this plan year2022-07-021057370
Plan net income in this plan year2022-07-021136262
Net assets as of the end of the plan year2022-07-025119748
Net assets as of the beginning of the plan year2022-07-023983486
Employer contributions to plan in this plan year2022-07-0239207
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-0275

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