401k Plan data: USASIA INSURANCE SERVICES 401(K) PLAN plan

USASIA INSURANCE SERVICES 401(K) PLAN 401k Plan overview

Plan Name	USASIA INSURANCE SERVICES 401(K) PLAN
Plan identification number	002

USASIA INSURANCE SERVICES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

USASIA INSURANCE SERVICES has sponsored the creation of one or more 401k plans.

Company Name: USASIA INSURANCE SERVICES

Employer identification number (EIN): 330669879

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan USASIA INSURANCE SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 SHIRLEY YEUNG 2013-07-18 SHIRLEY YEUNG 2013-07-18
002 2011-01-01 SHIRLEY YEUNG 2012-06-18 SHIRLEY YEUNG 2012-06-18
002 2009-01-01 SHIRLEY YEUNG SHIRLEY YEUNG 2010-07-22

Financial Data on USASIA INSURANCE SERVICES 401(K) PLAN

Measure	Date	Value
2025 : USASIA INSURANCE SERVICES 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-05-16	16084
Net assets as of the end of the plan year	2025-05-16	10122104
Total assets as of the beginning of the plan year	2025-05-16	8206433
Value of plan covered by a fidelity bond	2025-05-16	500000
Participant contributions to plan in this plan year	2025-05-16	102960
Value of participant loans at end of plan year	2025-05-16	11874
Other income to plan in this plan year	2025-05-16	1751856
Plan net income in this plan year	2025-05-16	1915671
Net assets as of the end of the plan year	2025-05-16	10122104
Net assets as of the beginning of the plan year	2025-05-16	8206433
Employer contributions to plan in this plan year	2025-05-16	76939
Fees paid to broker by Benefit Provider	2025-05-16	22045
2024 : USASIA INSURANCE SERVICES 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-29	80
Net assets as of the end of the plan year	2024-05-29	8206433
Total assets as of the beginning of the plan year	2024-05-29	6847079
Value of plan covered by a fidelity bond	2024-05-29	500000
Participant contributions to plan in this plan year	2024-05-29	101448
Value of participant loans at end of plan year	2024-05-29	13899
Other income to plan in this plan year	2024-05-29	1182488
Plan net income in this plan year	2024-05-29	1359354
Net assets as of the end of the plan year	2024-05-29	8206433
Net assets as of the beginning of the plan year	2024-05-29	6847079
Employer contributions to plan in this plan year	2024-05-29	75498
Fees paid to broker by Benefit Provider	2024-05-29	17385
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-29	80
2010 : USASIA INSURANCE SERVICES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$320,621
Expenses. Total of all expenses incurred	2010-12-31	$1,166
Benefits paid (including direct rollovers)	2010-12-31	$1,166
Total plan assets at end of year	2010-12-31	$857,052
Total plan assets at beginning of year	2010-12-31	$537,597
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$63,112
Contributions received from other sources (not participants or employers)	2010-12-31	$285,761
Other income received	2010-12-31	$-76,970
Net income (gross income less expenses)	2010-12-31	$319,455
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$857,052
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$537,597
Total contributions received or receivable from employer(s)	2010-12-31	$48,718

Form 5500 Responses for USASIA INSURANCE SERVICES 401(K) PLAN

2009: USASIA INSURANCE SERVICES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PH9844
Policy instance	1

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Company Name:	USASIA INSURANCE SERVICES
Employer identification number (EIN):	330669879
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	SHIRLEY YEUNG	2013-07-18	SHIRLEY YEUNG	2013-07-18
002	2011-01-01	SHIRLEY YEUNG	2012-06-18	SHIRLEY YEUNG	2012-06-18
002	2009-01-01	SHIRLEY YEUNG		SHIRLEY YEUNG	2010-07-22