401k Plan data: CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN plan

CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

CORE-VENS & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: CORE-VENS & COMPANY, INC.

Employer identification number (EIN): 421396022

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about CORE-VENS & COMPANY, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1987-12-29

Company Identification Number: 119297

Legal Registered Office Address: 2301 N 2ND ST

CLINTON
United States of America (USA)
52732

More information about CORE-VENS & COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 CHRISTOPHER VENS CHRISTOPHER VENS 2014-06-09
001 2012-01-01 CHRISTOPHER VENS CHRISTOPHER VENS 2013-05-22
001 2011-01-01 CHRISTOPHER VENS CHRISTOPHER VENS 2012-05-24
001 2009-01-01 CHRISTOPHER VENS CHRISTOPHER VENS 2010-05-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	CHRISTOPHER VENS	CHRISTOPHER VENS	2014-06-09
001	2012-01-01	CHRISTOPHER VENS	CHRISTOPHER VENS	2013-05-22
001	2011-01-01	CHRISTOPHER VENS	CHRISTOPHER VENS	2012-05-24
001	2009-01-01	CHRISTOPHER VENS	CHRISTOPHER VENS	2010-05-28

Plan Statistics for CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 16
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 16
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 19

Measure	Date	Value
2013: CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	16
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	16
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	19

Financial Data on CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$409,881
Expenses. Total of all expenses incurred	2013-12-31	$2,539
Total plan assets at end of year	2013-12-31	$1,991,597
Total plan assets at beginning of year	2013-12-31	$1,584,255
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$82,911
Other income received	2013-12-31	$282,220
Net income (gross income less expenses)	2013-12-31	$407,342
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,991,597
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,584,255
Assets. Value of participant loans	2013-12-31	$34,498
Total contributions received or receivable from employer(s)	2013-12-31	$44,750
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,539
2012 : CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$286,372
Expenses. Total of all expenses incurred	2012-12-31	$249,639
Benefits paid (including direct rollovers)	2012-12-31	$247,094
Total plan assets at end of year	2012-12-31	$1,584,255
Total plan assets at beginning of year	2012-12-31	$1,547,522
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$74,165
Other income received	2012-12-31	$166,665
Net income (gross income less expenses)	2012-12-31	$36,733
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,584,255
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,547,522
Assets. Value of participant loans	2012-12-31	$39,212
Total contributions received or receivable from employer(s)	2012-12-31	$45,542
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,545
2011 : CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$91,752
Expenses. Total of all expenses incurred	2011-12-31	$246,713
Benefits paid (including direct rollovers)	2011-12-31	$243,611
Total plan assets at end of year	2011-12-31	$1,547,522
Total plan assets at beginning of year	2011-12-31	$1,702,483
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$64,332
Other income received	2011-12-31	$-17,309
Net income (gross income less expenses)	2011-12-31	$-154,961
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,547,522
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,702,483
Assets. Value of participant loans	2011-12-31	$57,867
Total contributions received or receivable from employer(s)	2011-12-31	$44,729
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,102
2010 : CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$313,131
Expenses. Total of all expenses incurred	2010-12-31	$79,099
Benefits paid (including direct rollovers)	2010-12-31	$75,137
Total plan assets at end of year	2010-12-31	$1,702,483
Total plan assets at beginning of year	2010-12-31	$1,468,451
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$79,701
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,962
Other income received	2010-12-31	$188,766
Net income (gross income less expenses)	2010-12-31	$234,032
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,702,483
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,468,451
Assets. Value of participant loans	2010-12-31	$47,546
Assets. Value of real-estate (other than employer real property)	2010-12-31	$124,000
Total contributions received or receivable from employer(s)	2010-12-31	$44,664

Form 5500 Responses for CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN

2013: CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CORE-VENS AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

032164

Policy instance

Insurance contract or identification number	032164
Number of Individuals Covered	3
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	ALLOCATION ADVICE & REBALANCE SERV
Insurance broker organization code?	3
Insurance broker name	METLIFE INS CO.

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

043310

Policy instance

Insurance contract or identification number	043310
Number of Individuals Covered	2
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	ASSET ALLOCATION ADVICE & REBAL SER
Insurance broker organization code?	3
Insurance broker name	METLIFE INS COMPANY

GREAT WEST RETIREMENT SERVICES (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

337771-01

Policy instance

Insurance contract or identification number	337771-01
Number of Individuals Covered	16
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of fees paid to insurance company	USD $2,419
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2394
Additional information about fees paid to insurance broker	RECORDKEEPER
Insurance broker organization code?	5
Insurance broker name	ADVISED ASSET GROUP

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

032164

Policy instance

Insurance contract or identification number	032164
Number of Individuals Covered	4
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	ALLOCATION ADVICE & REBALANCE SERV
Insurance broker organization code?	3
Insurance broker name	METLIFE INS CO.

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

043310

Policy instance

Insurance contract or identification number	043310
Number of Individuals Covered	2
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	ASSET ALLOCATION ADVICE & REBAL SER
Insurance broker organization code?	3
Insurance broker name	METLIFE INS COMPANY

GREAT WEST RETIREMENT SERVICES (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

337771-01

Policy instance

Insurance contract or identification number	337771-01
Number of Individuals Covered	15
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of fees paid to insurance company	USD $2,455
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2430
Additional information about fees paid to insurance broker	RECORDKEEPER
Insurance broker organization code?	5
Insurance broker name	ADVISED ASSET GROUP

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

043310

Policy instance

Insurance contract or identification number	043310
Number of Individuals Covered	2
Insurance policy start date	2011-09-01
Insurance policy end date	2011-08-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

032164

Policy instance

Insurance contract or identification number	032164
Number of Individuals Covered	4
Insurance policy start date	2010-09-01
Insurance policy end date	2011-08-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

337771-01

Policy instance

Insurance contract or identification number	337771-01
Number of Individuals Covered	16
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of fees paid to insurance company	USD $2,418
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

337771-01

Policy instance

Insurance contract or identification number	337771-01
Number of Individuals Covered	14
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

043310

Policy instance

Insurance contract or identification number	043310
Number of Individuals Covered	2
Insurance policy start date	2009-09-01
Insurance policy end date	2010-08-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT
Additional information about fees paid to insurance broker	ASSET ALLOCATION ADVICE REBAL SER
Insurance broker organization code?	3
Insurance broker name	METLIFE INS COMPANY

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

032164

Policy instance

Insurance contract or identification number	032164
Number of Individuals Covered	4
Insurance policy start date	2009-09-01
Insurance policy end date	2010-08-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	ALLOCATION ADVICE REBALANCE SERV
Insurance broker organization code?	3
Insurance broker name	METLIFE INS CO.

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See full terms and conditions

Company Name:	CORE-VENS & COMPANY, INC.
Employer identification number (EIN):	421396022
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1987-12-29
Company Identification Number:	119297
Legal Registered Office Address:	2301 N 2ND ST CLINTON United States of America (USA) 52732