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MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 401k Plan overview

Plan NameMATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN
Plan identification number 002

MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

MATSON AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:MATSON AGENCY, INC.
Employer identification number (EIN):310981927
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RICHARD KAUTZ
0022016-01-01RICHARD KAUTZ
0022015-01-01RICHARD KAUTZ
0022014-01-01RICHARD KAUTZ
0022013-01-01RICHARD KAUTZ
0022012-01-01RICHARD KAUTZ
0022011-01-01RICHARD KAUTZ
0022010-01-01RICHARD KAUTZ
0022009-01-01RICHARD KAUTZ

Plan Statistics for MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN

401k plan membership statisitcs for MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN

Measure Date Value
2022: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Number of participants with account balances2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN

Measure Date Value
2022 : MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-25,212
Total plan assets at end of year2022-12-31$310,461
Total plan assets at beginning of year2022-12-31$335,673
Value of fidelity bond covering the plan2022-12-31$200,000
Total contributions received or receivable from participants2022-12-31$24,520
Other income received2022-12-31$-59,332
Net income (gross income less expenses)2022-12-31$-25,212
Net plan assets at end of year (total assets less liabilities)2022-12-31$310,461
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$335,673
Total contributions received or receivable from employer(s)2022-12-31$9,600
2021 : MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$664
Total income from all sources2021-12-31$80,120
Total plan assets at end of year2021-12-31$335,673
Total plan assets at beginning of year2021-12-31$254,889
Value of fidelity bond covering the plan2021-12-31$200,000
Total contributions received or receivable from participants2021-12-31$33,350
Other income received2021-12-31$36,290
Net income (gross income less expenses)2021-12-31$80,120
Net plan assets at end of year (total assets less liabilities)2021-12-31$335,673
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$254,889
Total contributions received or receivable from employer(s)2021-12-31$10,480
2020 : MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$10,741
Total income from all sources2020-12-31$-67,375
Expenses. Total of all expenses incurred2020-12-31$1,735,765
Benefits paid (including direct rollovers)2020-12-31$1,735,765
Total plan assets at end of year2020-12-31$254,889
Total plan assets at beginning of year2020-12-31$2,047,288
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$48,529
Other income received2020-12-31$-124,211
Net income (gross income less expenses)2020-12-31$-1,803,140
Net plan assets at end of year (total assets less liabilities)2020-12-31$254,889
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,047,288
Total contributions received or receivable from employer(s)2020-12-31$8,307
2019 : MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$350,500
Expenses. Total of all expenses incurred2019-12-31$16,136
Benefits paid (including direct rollovers)2019-12-31$16,136
Total plan assets at end of year2019-12-31$2,047,288
Total plan assets at beginning of year2019-12-31$1,712,924
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$36,894
Other income received2019-12-31$301,352
Net income (gross income less expenses)2019-12-31$334,364
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,047,288
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,712,924
Total contributions received or receivable from employer(s)2019-12-31$12,254
2018 : MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-60,550
Total plan assets at end of year2018-12-31$1,712,924
Total plan assets at beginning of year2018-12-31$1,773,474
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$36,860
Other income received2018-12-31$-109,630
Net income (gross income less expenses)2018-12-31$-60,550
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,712,924
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,773,474
Total contributions received or receivable from employer(s)2018-12-31$12,220
2017 : MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$261,895
Total plan assets at end of year2017-12-31$1,773,474
Total plan assets at beginning of year2017-12-31$1,511,579
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$41,805
Other income received2017-12-31$205,176
Net income (gross income less expenses)2017-12-31$261,895
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,773,474
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,511,579
Total contributions received or receivable from employer(s)2017-12-31$14,914
2016 : MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$172,164
Total plan assets at end of year2016-12-31$1,511,579
Total plan assets at beginning of year2016-12-31$1,339,415
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$61,120
Other income received2016-12-31$95,996
Net income (gross income less expenses)2016-12-31$172,164
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,511,579
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,339,415
Total contributions received or receivable from employer(s)2016-12-31$15,048
2015 : MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$65,930
Total plan assets at end of year2015-12-31$1,339,415
Total plan assets at beginning of year2015-12-31$1,273,485
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$59,550
Other income received2015-12-31$-17,760
Net income (gross income less expenses)2015-12-31$65,930
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,339,415
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,273,485
Total contributions received or receivable from employer(s)2015-12-31$24,140
2014 : MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$114,505
Total plan assets at end of year2014-12-31$1,273,485
Total plan assets at beginning of year2014-12-31$1,158,980
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$54,200
Other income received2014-12-31$47,667
Net income (gross income less expenses)2014-12-31$114,505
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,273,485
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,158,980
Total contributions received or receivable from employer(s)2014-12-31$12,638
2013 : MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$186,228
Total plan assets at end of year2013-12-31$1,158,980
Total plan assets at beginning of year2013-12-31$972,752
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$43,030
Other income received2013-12-31$133,588
Net income (gross income less expenses)2013-12-31$186,228
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,158,980
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$972,752
Total contributions received or receivable from employer(s)2013-12-31$9,610
2012 : MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$156,974
Expenses. Total of all expenses incurred2012-12-31$4,649
Benefits paid (including direct rollovers)2012-12-31$4,649
Total plan assets at end of year2012-12-31$972,752
Total plan assets at beginning of year2012-12-31$820,427
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$40,000
Other income received2012-12-31$110,394
Net income (gross income less expenses)2012-12-31$152,325
Net plan assets at end of year (total assets less liabilities)2012-12-31$972,752
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$820,427
Total contributions received or receivable from employer(s)2012-12-31$6,580
2011 : MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$46,036
Expenses. Total of all expenses incurred2011-12-31$134,659
Benefits paid (including direct rollovers)2011-12-31$134,657
Total plan assets at end of year2011-12-31$820,427
Total plan assets at beginning of year2011-12-31$909,050
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$41,890
Other income received2011-12-31$-3,943
Net income (gross income less expenses)2011-12-31$-88,623
Net plan assets at end of year (total assets less liabilities)2011-12-31$820,427
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$909,050
Total contributions received or receivable from employer(s)2011-12-31$8,089
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2
2010 : MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$162,387
Expenses. Total of all expenses incurred2010-12-31$34,436
Benefits paid (including direct rollovers)2010-12-31$34,412
Total plan assets at end of year2010-12-31$909,050
Total plan assets at beginning of year2010-12-31$781,099
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$45,689
Other income received2010-12-31$105,567
Net income (gross income less expenses)2010-12-31$127,951
Net plan assets at end of year (total assets less liabilities)2010-12-31$909,050
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$781,099
Assets. Value of participant loans2010-12-31$14,624
Total contributions received or receivable from employer(s)2010-12-31$11,131
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$24

Form 5500 Responses for MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN

2022: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MATSON AGENCY, INC. 401(K)PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55765
Policy instance 1
Insurance contract or identification number55765
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,547
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,547
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55765
Policy instance 1
Insurance contract or identification number55765
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,478
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,478
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55765
Policy instance 1
Insurance contract or identification number55765
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,939
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,939
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55765
Policy instance 1
Insurance contract or identification number55765
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,423
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55765
Policy instance 1
Insurance contract or identification number55765
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,960
Total amount of fees paid to insurance companyUSD $22
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,960
Amount paid for insurance broker fees22
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55765
Policy instance 1
Insurance contract or identification number55765
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,163
Total amount of fees paid to insurance companyUSD $92
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,163
Amount paid for insurance broker fees92
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES

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