FIELDALE INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FIELDALE INSURANCE, INC PENSION PLAN
| Measure | Date | Value |
|---|
| 2025 : FIELDALE INSURANCE, INC PENSION PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-12 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-12 | 301427 |
| Net assets as of the end of the plan year | 2025-09-12 | 1104580 |
| Total assets as of the beginning of the plan year | 2025-09-12 | 1306021 |
| Value of plan covered by a fidelity bond | 2025-09-12 | 200000 |
| Participant contributions to plan in this plan year | 2025-09-12 | 7851 |
| Other expenses paid from plan in this plan year | 2025-09-12 | 0 |
| Other contributions to plan in this plan year | 2025-09-12 | 0 |
| Other income to plan in this plan year | 2025-09-12 | 56202 |
| Plan net income in this plan year | 2025-09-12 | -201441 |
| Net assets as of the end of the plan year | 2025-09-12 | 1104580 |
| Net assets as of the beginning of the plan year | 2025-09-12 | 1306021 |
| Employer contributions to plan in this plan year | 2025-09-12 | 35933 |
| Fees paid to broker by Benefit Provider | 2025-09-12 | 4741 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-12 | 125 |
| 2024 : FIELDALE INSURANCE, INC PENSION PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-20 | 19060 |
| Net assets as of the end of the plan year | 2024-07-20 | 1306021 |
| Total assets as of the beginning of the plan year | 2024-07-20 | 1231515 |
| Value of plan covered by a fidelity bond | 2024-07-20 | 200000 |
| Participant contributions to plan in this plan year | 2024-07-20 | 7187 |
| Other expenses paid from plan in this plan year | 2024-07-20 | 0 |
| Other contributions to plan in this plan year | 2024-07-20 | 0 |
| Other income to plan in this plan year | 2024-07-20 | 52035 |
| Plan net income in this plan year | 2024-07-20 | 74506 |
| Net assets as of the end of the plan year | 2024-07-20 | 1306021 |
| Net assets as of the beginning of the plan year | 2024-07-20 | 1231515 |
| Employer contributions to plan in this plan year | 2024-07-20 | 34344 |
| Fees paid to broker by Benefit Provider | 2024-07-20 | 4974 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-20 | 0 |
| 2014 : FIELDALE INSURANCE, INC PENSION PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $65,905 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $14,997 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $14,997 |
| Total plan assets at end of year | 2014-12-31 | $919,837 |
| Total plan assets at beginning of year | 2014-12-31 | $868,929 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $3,199 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $26,365 |
| Net income (gross income less expenses) | 2014-12-31 | $50,908 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $919,837 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $868,929 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $36,341 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : FIELDALE INSURANCE, INC PENSION PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $82,692 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $24,974 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $24,949 |
| Total plan assets at end of year | 2013-12-31 | $868,929 |
| Total plan assets at beginning of year | 2013-12-31 | $811,211 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $2,974 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $25 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $47,179 |
| Net income (gross income less expenses) | 2013-12-31 | $57,718 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $868,929 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $811,211 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $32,539 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : FIELDALE INSURANCE, INC PENSION PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $75,562 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $13,723 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $13,723 |
| Total plan assets at end of year | 2012-12-31 | $811,211 |
| Total plan assets at beginning of year | 2012-12-31 | $749,372 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $5,480 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $36,975 |
| Net income (gross income less expenses) | 2012-12-31 | $61,839 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $811,211 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $749,372 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $33,107 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : FIELDALE INSURANCE, INC PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $30,272 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $13,500 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $13,500 |
| Total plan assets at end of year | 2011-12-31 | $749,372 |
| Total plan assets at beginning of year | 2011-12-31 | $732,600 |
| Total contributions received or receivable from participants | 2011-12-31 | $3,809 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-6,066 |
| Net income (gross income less expenses) | 2011-12-31 | $16,772 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $749,372 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $732,600 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $32,529 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2008 : FIELDALE INSURANCE, INC PENSION PLAN 2008 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-12-31 | $0 |
| 2007 : FIELDALE INSURANCE, INC PENSION PLAN 2007 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2007-12-31 | $0 |
| 2006 : FIELDALE INSURANCE, INC PENSION PLAN 2006 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2006-12-31 | $0 |
| 2005 : FIELDALE INSURANCE, INC PENSION PLAN 2005 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2005-12-31 | $0 |
| 2014: FIELDALE INSURANCE, INC PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: FIELDALE INSURANCE, INC PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: FIELDALE INSURANCE, INC PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: FIELDALE INSURANCE, INC PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: FIELDALE INSURANCE, INC PENSION PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: FIELDALE INSURANCE, INC PENSION PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: FIELDALE INSURANCE, INC PENSION PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Insurance | Yes |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
| 2005: FIELDALE INSURANCE, INC PENSION PLAN 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | Submission has been amended | No |
| 2005-01-01 | This submission is the final filing | No |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | No |
| 2005-01-01 | Plan funding arrangement – Insurance | Yes |
| 2005-01-01 | Plan funding arrangement – Trust | Yes |
| 2005-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2005-01-01 | Plan benefit arrangement - Trust | Yes |
