| Plan Name | ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ENATIONAL INSURANCE AGENCY, INC. |
| Employer identification number (EIN): | 474783409 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about ENATIONAL INSURANCE AGENCY, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2015-08-11 |
| Company Identification Number: | 0802270849 |
| Legal Registered Office Address: |
12340 ALAMEDA TRACE CIR APT 1909 AUSTIN United States of America (USA) 78727 |
More information about ENATIONAL INSURANCE AGENCY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | RICHARD WALKER | 2024-09-30 | ||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | RICHARD WALKER | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | RICHARD WALKER | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | RICHARD WALKER | |||
| 001 | 2017-01-01 | RICHARD WALKER | |||
| 001 | 2016-01-01 | RICHARD WALKER | |||
| 001 | 2015-08-14 | RICHARD WALKER |
| Measure | Date | Value |
|---|---|---|
| 2025 : ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-09-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-02 | 8442 |
| Net assets as of the end of the plan year | 2025-09-02 | 4015 |
| Total assets as of the beginning of the plan year | 2025-09-02 | 11819 |
| Participant contributions to plan in this plan year | 2025-09-02 | 0 |
| Other expenses paid from plan in this plan year | 2025-09-02 | 0 |
| Other contributions to plan in this plan year | 2025-09-02 | 0 |
| Other income to plan in this plan year | 2025-09-02 | 638 |
| Plan net income in this plan year | 2025-09-02 | -7804 |
| Net assets as of the end of the plan year | 2025-09-02 | 4015 |
| Net assets as of the beginning of the plan year | 2025-09-02 | 11819 |
| Employer contributions to plan in this plan year | 2025-09-02 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-02 | 1604 |
| 2024 : ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-30 | 281156 |
| Net assets as of the end of the plan year | 2024-09-30 | 11819 |
| Total assets as of the beginning of the plan year | 2024-09-30 | 276662 |
| Value of participant loans at end of plan year | 2024-09-30 | 4000 |
| Other income to plan in this plan year | 2024-09-30 | 16313 |
| Plan net income in this plan year | 2024-09-30 | -264843 |
| Net assets as of the end of the plan year | 2024-09-30 | 11819 |
| Net assets as of the beginning of the plan year | 2024-09-30 | 276662 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-30 | 1754 |
| 2022 : ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total income from all sources | 2022-12-31 | $8,490 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $21,928 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $20,782 |
| Total plan assets at end of year | 2022-12-31 | $276,662 |
| Total plan assets at beginning of year | 2022-12-31 | $290,100 |
| Value of fidelity bond covering the plan | 2022-12-31 | $29,010 |
| Total contributions received or receivable from participants | 2022-12-31 | $3,813 |
| Other income received | 2022-12-31 | $1,397 |
| Net income (gross income less expenses) | 2022-12-31 | $-13,438 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $276,662 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $290,100 |
| Assets. Value of participant loans | 2022-12-31 | $13,599 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $3,280 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,146 |
| 2021 : ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $18,843 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $877 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $290,257 |
| Total plan assets at beginning of year | 2021-12-31 | $272,291 |
| Value of fidelity bond covering the plan | 2021-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $6,801 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $6,410 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $17,966 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $290,257 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $272,291 |
| Assets. Value of participant loans | 2021-12-31 | $16,000 |
| Assets. Value of employer securities | 2021-12-31 | $200,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $5,632 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $877 |
| 2020 : ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $17,343 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $675 |
| Total plan assets at end of year | 2020-12-31 | $272,291 |
| Total plan assets at beginning of year | 2020-12-31 | $255,623 |
| Value of fidelity bond covering the plan | 2020-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $5,432 |
| Other income received | 2020-12-31 | $6,675 |
| Net income (gross income less expenses) | 2020-12-31 | $16,668 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $272,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $255,623 |
| Assets. Value of participant loans | 2020-12-31 | $19,600 |
| Assets. Value of employer securities | 2020-12-31 | $200,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $5,236 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $675 |
| 2019 : ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $24,724 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $545 |
| Total plan assets at end of year | 2019-12-31 | $255,623 |
| Total plan assets at beginning of year | 2019-12-31 | $231,444 |
| Value of fidelity bond covering the plan | 2019-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $16,465 |
| Other income received | 2019-12-31 | $5,645 |
| Net income (gross income less expenses) | 2019-12-31 | $24,179 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $255,623 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $231,444 |
| Assets. Value of employer securities | 2019-12-31 | $200,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $2,614 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $545 |
| 2018 : ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $7,297 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $351 |
| Total plan assets at end of year | 2018-12-31 | $231,444 |
| Total plan assets at beginning of year | 2018-12-31 | $224,498 |
| Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $8,118 |
| Other income received | 2018-12-31 | $-821 |
| Net income (gross income less expenses) | 2018-12-31 | $6,946 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $231,444 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $224,498 |
| Assets. Value of employer securities | 2018-12-31 | $203,474 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $351 |
| 2017 : ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $8,401 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $3,333 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $3,035 |
| Total plan assets at end of year | 2017-12-31 | $224,498 |
| Total plan assets at beginning of year | 2017-12-31 | $219,430 |
| Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $7,599 |
| Other income received | 2017-12-31 | $802 |
| Net income (gross income less expenses) | 2017-12-31 | $5,068 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $224,498 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $219,430 |
| Assets. Value of employer securities | 2017-12-31 | $203,474 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $298 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $16,043 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $87 |
| Total plan assets at end of year | 2016-12-31 | $219,430 |
| Total plan assets at beginning of year | 2016-12-31 | $203,474 |
| Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $9,482 |
| Other income received | 2016-12-31 | $351 |
| Net income (gross income less expenses) | 2016-12-31 | $15,956 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $219,430 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $203,474 |
| Assets. Value of employer securities | 2016-12-31 | $203,474 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $6,210 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $87 |
| 2015 : ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $203,524 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $50 |
| Total plan assets at end of year | 2015-12-31 | $203,474 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $203,521 |
| Other income received | 2015-12-31 | $3 |
| Net income (gross income less expenses) | 2015-12-31 | $203,474 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $203,474 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Assets. Value of employer securities | 2015-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $50 |
| 2022: ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ENATIONAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
| 2015-08-14 | Type of plan entity | Single employer plan |
| 2015-08-14 | First time form 5500 has been submitted | Yes |
| 2015-08-14 | Submission has been amended | No |
| 2015-08-14 | This submission is the final filing | No |
| 2015-08-14 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-08-14 | Plan is a collectively bargained plan | No |
| 2015-08-14 | Plan funding arrangement – Trust | Yes |
| 2015-08-14 | Plan benefit arrangement - Trust | Yes |