C A I INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K PLAN
401k plan membership statisitcs for C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K PLAN
| Measure | Date | Value |
|---|
| 2025: C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-15 | 49 |
| Total number of particpants at end of year | 2025-10-15 | 41 |
| Number of Participants With Account Balances | 2025-10-15 | 41 |
| Total number of particpants at beginning of year | 2025-02-20 | 49 |
| Total number of particpants at end of year | 2025-02-20 | 41 |
| Number of Participants With Account Balances | 2025-02-20 | 41 |
| 2024: C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-03-28 | 39 |
| Total number of particpants at end of year | 2024-03-28 | 45 |
| Number of Participants With Account Balances | 2024-03-28 | 45 |
| 2010: C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 12 |
| Total of all active and inactive participants | 2010-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 47 |
| Number of participants with account balances | 2010-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
| 2009: C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 38 |
| 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 | 6 |
| Total of all active and inactive participants | 2009-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 44 |
| Number of participants with account balances | 2009-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-15 | 977285 |
| Net assets as of the end of the plan year | 2025-10-15 | 23529246 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 19715291 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 265872 |
| Other contributions to plan in this plan year | 2025-10-15 | 329064 |
| Other income to plan in this plan year | 2025-10-15 | 3828853 |
| Plan net income in this plan year | 2025-10-15 | 3813955 |
| Net assets as of the end of the plan year | 2025-10-15 | 23529246 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 19715291 |
| Employer contributions to plan in this plan year | 2025-10-15 | 367451 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 10635 |
| Total expenses incurred by plan in this plan year | 2025-02-20 | 977285 |
| Net assets as of the end of the plan year | 2025-02-20 | 23529246 |
| Total assets as of the beginning of the plan year | 2025-02-20 | 19715291 |
| Value of plan covered by a fidelity bond | 2025-02-20 | 500000 |
| Participant contributions to plan in this plan year | 2025-02-20 | 265872 |
| Other contributions to plan in this plan year | 2025-02-20 | 329064 |
| Other income to plan in this plan year | 2025-02-20 | 3828853 |
| Plan net income in this plan year | 2025-02-20 | 3813955 |
| Net assets as of the end of the plan year | 2025-02-20 | 23529246 |
| Net assets as of the beginning of the plan year | 2025-02-20 | 19715291 |
| Employer contributions to plan in this plan year | 2025-02-20 | 367451 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-02-20 | 10635 |
| 2024 : C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-03-28 | 889057 |
| Net assets as of the end of the plan year | 2024-03-28 | 19715291 |
| Total assets as of the beginning of the plan year | 2024-03-28 | 16558814 |
| Value of plan covered by a fidelity bond | 2024-03-28 | 500000 |
| Participant contributions to plan in this plan year | 2024-03-28 | 205408 |
| Other contributions to plan in this plan year | 2024-03-28 | 0 |
| Other income to plan in this plan year | 2024-03-28 | 3498698 |
| Plan net income in this plan year | 2024-03-28 | 3156477 |
| Net assets as of the end of the plan year | 2024-03-28 | 19715291 |
| Net assets as of the beginning of the plan year | 2024-03-28 | 16558814 |
| Employer contributions to plan in this plan year | 2024-03-28 | 341428 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-28 | 8355 |
| 2010 : C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,481,369 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,793,323 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,788,318 |
| Total plan assets at end of year | 2010-12-31 | $9,138,154 |
| Total plan assets at beginning of year | 2010-12-31 | $9,450,108 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $167,841 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $5,005 |
| Other income received | 2010-12-31 | $1,038,580 |
| Net income (gross income less expenses) | 2010-12-31 | $-311,954 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $9,138,154 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,450,108 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $274,948 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K 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 |
| 2010: C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
