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SEYMOUR & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NameSEYMOUR & ASSOCIATES 401(K) PLAN
Plan identification number 001

SEYMOUR & ASSOCIATES 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

SEYMOUR & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:SEYMOUR & ASSOCIATES
Employer identification number (EIN):341244666
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEYMOUR & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01PHYLLIS SEYMOUR2013-10-03 PHYLLIS SEYMOUR2013-10-03
0012011-01-01PHYLLIS SEYMOUR
0012010-01-01PHYLLIS SEYMOUR2011-10-17
0012009-01-01DALE J SEYMOUR DALE J SEYMOUR2010-10-11

Financial Data on SEYMOUR & ASSOCIATES 401(K) PLAN

Measure Date Value
2025 : SEYMOUR & ASSOCIATES 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-1026558
Net assets as of the end of the plan year2025-06-101243321
Total assets as of the beginning of the plan year2025-06-101077811
Value of plan covered by a fidelity bond2025-06-10150000
Participant contributions to plan in this plan year2025-06-101958
Other income to plan in this plan year2025-06-10189131
Plan net income in this plan year2025-06-10165510
Net assets as of the end of the plan year2025-06-101243321
Net assets as of the beginning of the plan year2025-06-101077811
Employer contributions to plan in this plan year2025-06-10979
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-107684
2024 : SEYMOUR & ASSOCIATES 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-1922264
Net assets as of the end of the plan year2024-08-191077811
Total assets as of the beginning of the plan year2024-08-19897149
Value of plan covered by a fidelity bond2024-08-19150000
Participant contributions to plan in this plan year2024-08-191958
Other income to plan in this plan year2024-08-19199989
Plan net income in this plan year2024-08-19180662
Net assets as of the end of the plan year2024-08-191077811
Net assets as of the beginning of the plan year2024-08-19897149
Employer contributions to plan in this plan year2024-08-19979
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-197371
2022 : SEYMOUR & ASSOCIATES 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-07263575
Net assets as of the end of the plan year2022-04-071531192
Total assets as of the beginning of the plan year2022-04-071539273
Value of plan covered by a fidelity bond2022-04-07150000
Participant contributions to plan in this plan year2022-04-077850
Value of participant loans at end of plan year2022-04-0716890
Other income to plan in this plan year2022-04-07244801
Plan net income in this plan year2022-04-07-8081
Net assets as of the end of the plan year2022-04-071531192
Net assets as of the beginning of the plan year2022-04-071539273
Employer contributions to plan in this plan year2022-04-072843
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-0710834
2011 : SEYMOUR & ASSOCIATES 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$107,594
Expenses. Total of all expenses incurred2011-12-31$40,748
Benefits paid (including direct rollovers)2011-12-31$40,748
Total plan assets at end of year2011-12-31$2,197,138
Total plan assets at beginning of year2011-12-31$2,130,292
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$80,048
Other income received2011-12-31$-45,155
Net income (gross income less expenses)2011-12-31$66,846
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,197,138
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,130,292
Assets. Value of participant loans2011-12-31$15,878
Total contributions received or receivable from employer(s)2011-12-31$72,701
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2009 : SEYMOUR & ASSOCIATES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SEYMOUR & ASSOCIATES 401(K) PLAN

2011: SEYMOUR & ASSOCIATES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SEYMOUR & ASSOCIATES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number9668513
Policy instance 1
MML BAYSTATE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70416 )
Policy contract numberL007868917
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM80519-1
Policy instance 3

Potentially related plans

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