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GREEN INSURANCE AGENCY RETIREMENT PLAN 401k Plan overview

Plan NameGREEN INSURANCE AGENCY RETIREMENT PLAN
Plan identification number 001

GREEN INSURANCE AGENCY RETIREMENT 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.
  • 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

GREEN INSURANCE AGENCY RETIREMENT PLAN has sponsored the creation of one or more 401k plans.

Company Name:GREEN INSURANCE AGENCY RETIREMENT PLAN
Employer identification number (EIN):462345767
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREEN INSURANCE AGENCY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ZACHARY A GREEN2024-01-11 ZACHARY A GREEN2024-01-11
0012015-01-01ZACHARY GREEN
0012014-01-01ZACH GREEN
0012013-03-22ZACHARY A. GREEN ZACHARY A. GREEN2014-06-04

Financial Data on GREEN INSURANCE AGENCY RETIREMENT PLAN

Measure Date Value
2024 : GREEN INSURANCE AGENCY RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-01-110
Total liabilities as of the end of the plan year2024-01-110
Total liabilities as of the beginning of the plan year2024-01-1121096
Total expenses incurred by plan in this plan year2024-01-110
Net assets as of the end of the plan year2024-01-110
Total assets as of the beginning of the plan year2024-01-1121096
Participant contributions to plan in this plan year2024-01-110
Other expenses paid from plan in this plan year2024-01-110
Other contributions to plan in this plan year2024-01-110
Other income to plan in this plan year2024-01-110
Plan net income in this plan year2024-01-110
Net assets as of the end of the plan year2024-01-110
Net assets as of the beginning of the plan year2024-01-110
Employer contributions to plan in this plan year2024-01-110
Expensese paid to adminstrative service provicers from plan in this plan year2024-01-110
2015 : GREEN INSURANCE AGENCY RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total income from all sources2015-12-31$-6,157
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$55,469
Total plan assets at beginning of year2015-12-31$61,626
Other income received2015-12-31$-6,157
Net income (gross income less expenses)2015-12-31$-6,157
Net plan assets at end of year (total assets less liabilities)2015-12-31$55,469
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$61,626
Assets. Value of employer securities2015-12-31$55,469
2014 : GREEN INSURANCE AGENCY RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$25,188
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$65,689
Total plan assets at beginning of year2014-12-31$40,501
Other income received2014-12-31$25,188
Net income (gross income less expenses)2014-12-31$25,188
Net plan assets at end of year (total assets less liabilities)2014-12-31$65,689
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$40,501
Assets. Value of employer securities2014-12-31$65,689
2013 : GREEN INSURANCE AGENCY RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$40,501
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$40,501
Contributions received from other sources (not participants or employers)2013-12-31$36,257
Other income received2013-12-31$4,244
Net income (gross income less expenses)2013-12-31$40,501
Net plan assets at end of year (total assets less liabilities)2013-12-31$40,501
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Assets. Value of employer securities2013-12-31$40,000

Form 5500 Responses for GREEN INSURANCE AGENCY RETIREMENT PLAN

2015: GREEN INSURANCE AGENCY RETIREMENT 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
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: GREEN INSURANCE AGENCY RETIREMENT 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
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: GREEN INSURANCE AGENCY RETIREMENT PLAN 2013 form 5500 responses
2013-03-22Type of plan entitySingle employer plan
2013-03-22First time form 5500 has been submittedYes
2013-03-22Submission has been amendedNo
2013-03-22This submission is the final filingNo
2013-03-22This return/report is a short plan year return/report (less than 12 months)Yes
2013-03-22Plan is a collectively bargained planNo
2013-03-22Plan funding arrangement – TrustYes
2013-03-22Plan benefit arrangement - TrustYes

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