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CRIS BIMBI INSURANCE AGENCY 401(K) PLAN 401k Plan overview

Plan NameCRIS BIMBI INSURANCE AGENCY 401(K) PLAN
Plan identification number 001

CRIS BIMBI INSURANCE AGENCY 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.
  • 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.

401k Sponsoring company profile

CRIS BIMBI INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CRIS BIMBI INSURANCE AGENCY, INC.
Employer identification number (EIN):461529030
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRIS BIMBI INSURANCE AGENCY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JONI BIMBI2024-11-14
0012023-01-01JONI BIMBI2024-06-13
0012022-01-01JONI BIMBI2023-12-22
0012021-01-01CRISTIANO BIMBI2022-05-06 CRISTIANO BIMBI2022-05-06
0012020-01-01CRISTIANO BIMBI2021-04-29
0012018-01-01CRISTIANO BIMBI2019-05-14
0012017-01-01CRISTIANO BIMBI2018-08-14

Plan Statistics for CRIS BIMBI INSURANCE AGENCY 401(K) PLAN

401k plan membership statisitcs for CRIS BIMBI INSURANCE AGENCY 401(K) PLAN

Measure Date Value
2024: CRIS BIMBI INSURANCE AGENCY 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-11-143
Total number of particpants at end of year2024-11-140
Number of Participants With Account Balances2024-11-140
Total number of particpants at beginning of year2024-06-134
Total number of particpants at end of year2024-06-133
Number of Participants With Account Balances2024-06-133

Financial Data on CRIS BIMBI INSURANCE AGENCY 401(K) PLAN

Measure Date Value
2024 : CRIS BIMBI INSURANCE AGENCY 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-11-140
Total liabilities as of the beginning of the plan year2024-11-140
Total expenses incurred by plan in this plan year2024-11-14384160
Net assets as of the end of the plan year2024-11-140
Total assets as of the beginning of the plan year2024-11-14361297
Value of plan covered by a fidelity bond2024-11-14100000
Participant contributions to plan in this plan year2024-11-140
Other contributions to plan in this plan year2024-11-140
Other income to plan in this plan year2024-11-1422831
Plan net income in this plan year2024-11-14-361297
Net assets as of the end of the plan year2024-11-140
Net assets as of the beginning of the plan year2024-11-14361297
Employer contributions to plan in this plan year2024-11-1432
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-142000
Total liabilities as of the beginning of the plan year2024-06-130
Total expenses incurred by plan in this plan year2024-06-130
Net assets as of the end of the plan year2024-06-13361297
Total assets as of the beginning of the plan year2024-06-13276221
Value of plan covered by a fidelity bond2024-06-13100000
Participant contributions to plan in this plan year2024-06-1315710
Other income to plan in this plan year2024-06-1352325
Plan net income in this plan year2024-06-1385076
Net assets as of the end of the plan year2024-06-13361297
Net assets as of the beginning of the plan year2024-06-13276221
Value of contributions failed to transmitted timely2024-06-135175
Employer contributions to plan in this plan year2024-06-1317041
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-130

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