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ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 401k Plan overview

Plan NameELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN
Plan identification number 001

ELEPHANT INSURANCE SERVICES, LLC 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ELEPHANT INSURANCE SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:ELEPHANT INSURANCE SERVICES, LLC
Employer identification number (EIN):320257234
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about ELEPHANT INSURANCE SERVICES, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4580939

More information about ELEPHANT INSURANCE SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ASHLEY SHAW ASHLEY SHAW2018-10-15
0012016-01-01ASHLEY SHAW
0012015-01-01ASHLEY SHAW
0012014-01-01ASHLEY SHAW
0012013-01-01ASHLEY SHAW
0012012-01-01ASHLEY SHAW
0012011-01-01ASHLEY SHAW2012-10-11
0012010-01-01AMY BROXTERMAN2011-05-25

Plan Statistics for ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN

401k plan membership statisitcs for ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN

Measure Date Value
2022: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01704
Total number of active participants reported on line 7a of the Form 55002022-01-01578
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01112
Total of all active and inactive participants2022-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01693
Number of participants with account balances2022-01-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0155
2021: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01697
Total number of active participants reported on line 7a of the Form 55002021-01-01579
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01106
Total of all active and inactive participants2021-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01687
Number of participants with account balances2021-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0151
2020: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01948
Total number of active participants reported on line 7a of the Form 55002020-01-01603
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0187
Total of all active and inactive participants2020-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01693
Number of participants with account balances2020-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0160
2019: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01651
Total number of active participants reported on line 7a of the Form 55002019-01-01685
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01745
Number of participants with account balances2019-01-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0143
2018: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01759
Total number of active participants reported on line 7a of the Form 55002018-01-01586
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0168
Total of all active and inactive participants2018-01-01654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01655
Number of participants with account balances2018-01-01641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01100
2017: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01610
Total number of active participants reported on line 7a of the Form 55002017-01-01562
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0184
Total of all active and inactive participants2017-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01646
Number of participants with account balances2017-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0155
2016: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01451
Total number of active participants reported on line 7a of the Form 55002016-01-01559
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0158
Total of all active and inactive participants2016-01-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01621
Number of participants with account balances2016-01-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0195
2015: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01589
Total number of active participants reported on line 7a of the Form 55002015-01-01379
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0195
Total of all active and inactive participants2015-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01476
Number of participants with account balances2015-01-01464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01123
2014: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01289
Total number of active participants reported on line 7a of the Form 55002014-01-01340
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01393
Number of participants with account balances2014-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0167
2013: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01269
Total number of active participants reported on line 7a of the Form 55002013-01-01252
Number of retired or separated participants receiving benefits2013-01-0167
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01342
Number of participants with account balances2013-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0173
2012: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01121
Total number of active participants reported on line 7a of the Form 55002012-01-01224
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01245
Number of participants with account balances2012-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0148

Financial Data on ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN

Measure Date Value
2022 : ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-724,543
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,244,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,124,197
Value of total corrective distributions2022-12-31$18,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,525,825
Value of total assets at end of year2022-12-31$28,805,730
Value of total assets at beginning of year2022-12-31$31,774,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$101,679
Total interest from all sources2022-12-31$35,111
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$552,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$552,733
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,736,035
Participant contributions at end of year2022-12-31$847,191
Participant contributions at beginning of year2022-12-31$702,492
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$157,544
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$581
Other income not declared elsewhere2022-12-31$1,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,968,677
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,805,730
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,774,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,475,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,012,535
Interest on participant loans2022-12-31$35,111
Value of interest in common/collective trusts at end of year2022-12-31$482,913
Value of interest in common/collective trusts at beginning of year2022-12-31$1,059,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,854,129
Net investment gain or loss from common/collective trusts2022-12-31$14,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,632,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,123,616
Contract administrator fees2022-12-31$101,679
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BROWN EDWARDS AND COMPANY LLP
Accountancy firm EIN2022-12-31540504608
2021 : ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,568,493
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,600,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,453,181
Value of total corrective distributions2021-12-31$32,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,649,860
Value of total assets at end of year2021-12-31$31,774,407
Value of total assets at beginning of year2021-12-31$24,806,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$114,313
Total interest from all sources2021-12-31$29,737
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$465,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$465,475
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,736,735
Participant contributions at end of year2021-12-31$702,492
Participant contributions at beginning of year2021-12-31$531,101
Participant contributions at beginning of year2021-12-31$500
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$129,082
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$6,497
Other income not declared elsewhere2021-12-31$7,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,968,285
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,774,407
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,806,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,012,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,282,256
Interest on participant loans2021-12-31$29,737
Value of interest in common/collective trusts at end of year2021-12-31$1,059,380
Value of interest in common/collective trusts at beginning of year2021-12-31$992,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,408,013
Net investment gain or loss from common/collective trusts2021-12-31$7,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,784,043
Employer contributions (assets) at beginning of year2021-12-31$188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,446,684
Contract administrator fees2021-12-31$114,313
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BROWN EDWARDS & COMPANY LLP
Accountancy firm EIN2021-12-31540504608
2020 : ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,924,753
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,267,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,144,511
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$3,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,596,754
Value of total assets at end of year2020-12-31$24,806,122
Value of total assets at beginning of year2020-12-31$18,148,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$119,882
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$32,114
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$342,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$342,435
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$2,526,840
Participant contributions at end of year2020-12-31$531,101
Participant contributions at beginning of year2020-12-31$553,246
Participant contributions at end of year2020-12-31$500
Participant contributions at beginning of year2020-12-31$563
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$328,659
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,807
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,657,137
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,806,122
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,148,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,282,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,512,147
Interest on participant loans2020-12-31$32,114
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$992,077
Value of interest in common/collective trusts at beginning of year2020-12-31$82,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,943,252
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$8,391
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,741,255
Employer contributions (assets) at end of year2020-12-31$188
Employer contributions (assets) at beginning of year2020-12-31$556
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,144,511
Contract administrator fees2020-12-31$119,882
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MITCHELL WIGGINS AND CO., LLC
Accountancy firm EIN2020-12-31540565834
2019 : ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,007,663
Total income from all sources (including contributions)2019-12-31$7,007,663
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,537,881
Total of all expenses incurred2019-12-31$1,537,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,406,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,406,914
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$6,638
Value of total corrective distributions2019-12-31$6,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,869,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,869,129
Value of total assets at end of year2019-12-31$18,148,985
Value of total assets at end of year2019-12-31$18,148,985
Value of total assets at beginning of year2019-12-31$12,679,203
Value of total assets at beginning of year2019-12-31$12,679,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$124,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$124,329
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$27,912
Total interest from all sources2019-12-31$27,912
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$362,873
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$362,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$362,873
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$2,054,691
Contributions received from participants2019-12-31$2,054,691
Participant contributions at end of year2019-12-31$553,246
Participant contributions at end of year2019-12-31$553,246
Participant contributions at beginning of year2019-12-31$451,864
Participant contributions at beginning of year2019-12-31$451,864
Participant contributions at end of year2019-12-31$563
Participant contributions at end of year2019-12-31$563
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$272,680
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$272,680
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$407
Other income not declared elsewhere2019-12-31$407
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,469,782
Value of net income/loss2019-12-31$5,469,782
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,148,985
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,148,985
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,679,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,512,147
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,512,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,197,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,197,551
Interest on participant loans2019-12-31$27,912
Interest on participant loans2019-12-31$27,912
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$82,473
Value of interest in common/collective trusts at end of year2019-12-31$82,473
Value of interest in common/collective trusts at beginning of year2019-12-31$29,788
Value of interest in common/collective trusts at beginning of year2019-12-31$29,788
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,739,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,739,439
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$7,903
Net investment gain or loss from common/collective trusts2019-12-31$7,903
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,541,758
Contributions received in cash from employer2019-12-31$1,541,758
Employer contributions (assets) at end of year2019-12-31$556
Employer contributions (assets) at end of year2019-12-31$556
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,406,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,406,914
Contract administrator fees2019-12-31$124,329
Contract administrator fees2019-12-31$124,329
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MITCHELL WIGGINS AND CO., LLC
Accountancy firm name2019-12-31MITCHELL WIGGINS AND CO., LLC
Accountancy firm EIN2019-12-31540565834
Accountancy firm EIN2019-12-31540565834
2018 : ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,143,936
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,761,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,676,603
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,088,911
Value of total assets at end of year2018-12-31$12,679,203
Value of total assets at beginning of year2018-12-31$11,296,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$84,952
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$18,864
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$279,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$279,714
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,785,047
Participant contributions at end of year2018-12-31$451,864
Participant contributions at beginning of year2018-12-31$161,876
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$190
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$917,246
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$214
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$1,382,381
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,679,203
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,296,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,197,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,133,035
Interest on participant loans2018-12-31$18,864
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$29,788
Value of interest in common/collective trusts at beginning of year2018-12-31$1,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,243,647
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-120
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,386,618
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,676,603
Contract administrator fees2018-12-31$84,952
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MITCHELL WIGGINS AND CO., LLC
Accountancy firm EIN2018-12-31540565834
2017 : ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,418,613
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$636,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$600,000
Expenses. Certain deemed distributions of participant loans2017-12-31$4,030
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,202,326
Value of total assets at end of year2017-12-31$11,296,822
Value of total assets at beginning of year2017-12-31$7,514,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,295
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$4,070
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$200,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$200,004
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$1,556,966
Participant contributions at end of year2017-12-31$161,876
Participant contributions at beginning of year2017-12-31$75,496
Participant contributions at end of year2017-12-31$190
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$543,874
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-167,787
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$3,782,288
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,296,822
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,514,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,133,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,024,441
Interest on participant loans2017-12-31$3,867
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$1,721
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$414,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$414,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$203
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,179,997
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$3
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,101,486
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$600,000
Contract administrator fees2017-12-31$32,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MITCHELL WIGGINS & COMPANY LLP
Accountancy firm EIN2017-12-31540565834
2016 : ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$1,045,955
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,924,131
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$721,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$701,978
Value of total corrective distributions2016-12-31$13,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,492,012
Value of total assets at end of year2016-12-31$7,514,534
Value of total assets at beginning of year2016-12-31$6,358,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,750
Total interest from all sources2016-12-31$4,237
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$208,856
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$208,856
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,008,224
Participant contributions at end of year2016-12-31$75,496
Participant contributions at beginning of year2016-12-31$59,260
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$203,532
Administrative expenses (other) incurred2016-12-31$6,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,202,310
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,514,534
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,358,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,024,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,938,584
Interest on participant loans2016-12-31$2,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$414,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$360,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$360,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$219,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,280,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$701,978
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MITCHELL WIGGINS & COMPANY LLP
Accountancy firm EIN2016-12-31540565834
2015 : ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,041,558
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$546,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$534,475
Value of total corrective distributions2015-12-31$6,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,009,667
Value of total assets at end of year2015-12-31$6,358,179
Value of total assets at beginning of year2015-12-31$4,863,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,000
Total interest from all sources2015-12-31$2,736
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$309,058
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$309,058
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$859,944
Participant contributions at end of year2015-12-31$59,260
Participant contributions at beginning of year2015-12-31$43,060
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$25,419
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$213,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$58
Administrative expenses (other) incurred2015-12-31$6,000
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,494,914
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,358,179
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,863,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,938,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,400,071
Interest on participant loans2015-12-31$2,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$360,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$354,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$354,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-279,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$936,655
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$40,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$534,475
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MITCHELL WIGGINS & COMPANY LLP
Accountancy firm EIN2015-12-31540565834
2014 : ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,968,422
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$187,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$173,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,738,474
Value of total assets at end of year2014-12-31$4,863,265
Value of total assets at beginning of year2014-12-31$3,082,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,950
Total interest from all sources2014-12-31$820
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$231,457
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$231,457
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$622,261
Participant contributions at end of year2014-12-31$43,060
Participant contributions at beginning of year2014-12-31$4,729
Participant contributions at end of year2014-12-31$25,419
Participant contributions at beginning of year2014-12-31$44,650
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$301,308
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$58
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$15
Administrative expenses (other) incurred2014-12-31$3,950
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,780,610
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,863,265
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,082,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,400,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,655,062
Interest on participant loans2014-12-31$788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$354,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$319,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$319,355
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$814,905
Employer contributions (assets) at end of year2014-12-31$40,037
Employer contributions (assets) at beginning of year2014-12-31$58,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$173,862
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MITCHELL WIGGINS & COMPANY LLP
Accountancy firm EIN2014-12-31540565834
2013 : ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,380,360
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$94,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$80,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,020,424
Value of total assets at end of year2013-12-31$3,082,655
Value of total assets at beginning of year2013-12-31$1,797,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,100
Total interest from all sources2013-12-31$477
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$108,237
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$108,237
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$457,958
Participant contributions at end of year2013-12-31$44,650
Participant contributions at beginning of year2013-12-31$10,936
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$109,715
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$15
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$4,729
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$4,600
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,285,392
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,082,655
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,797,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$9,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,655,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,334,355
Interest on participant loans2013-12-31$394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$319,355
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$426,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$426,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$83
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$251,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$452,751
Employer contributions (assets) at end of year2013-12-31$58,844
Employer contributions (assets) at beginning of year2013-12-31$25,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$80,868
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MITCHELL WIGGINS & COMPANY LLP
Accountancy firm EIN2013-12-31540565834
2012 : ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$977,915
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$61,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$59,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$862,067
Value of total assets at end of year2012-12-31$1,797,263
Value of total assets at beginning of year2012-12-31$880,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,850
Total interest from all sources2012-12-31$158
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$44,453
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$44,453
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$290,742
Participant contributions at end of year2012-12-31$10,936
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,886
Administrative expenses (other) incurred2012-12-31$1,850
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$916,497
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,797,263
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$880,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,334,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$635,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$426,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$245,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$245,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$71,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$558,439
Employer contributions (assets) at end of year2012-12-31$25,614
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$59,568
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MITCHELL WIGGINS & COMPANY LLP
Accountancy firm EIN2012-12-31540565834

Form 5500 Responses for ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN

2022: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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