401k Plan data: AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN plan

AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMELIA UNDERWRITERS INC has sponsored the creation of one or more 401k plans.

Company Name: AMELIA UNDERWRITERS INC

Employer identification number (EIN): 592499706

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2014-01-01 GEORGE SHEFFIELD 2016-02-26
002 2012-02-01 GEORGE W. SHEFFIELD 2013-11-15 GEORGE W. SHEFFIELD 2013-11-15
002 2011-02-01 GEORGE W. SHEFFIELD 2012-11-13
002 2010-02-01 GEORGE W. SHEFFIELD 2011-11-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2014-01-01	GEORGE SHEFFIELD	2016-02-26
002	2012-02-01	GEORGE W. SHEFFIELD	2013-11-15	GEORGE W. SHEFFIELD	2013-11-15
002	2011-02-01	GEORGE W. SHEFFIELD	2012-11-13
002	2010-02-01	GEORGE W. SHEFFIELD	2011-11-14

Plan Statistics for AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-09 55
Total number of particpants at end of year 2025-10-09 54
Number of Participants With Account Balances 2025-10-09 15
2024: AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-14 45
Total number of particpants at end of year 2024-10-14 55
Number of Participants With Account Balances 2024-10-14 15
2023: AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total number of particpants at beginning of year 2023-01-31 50
Total number of particpants at end of year 2023-01-31 45
Number of Participants With Account Balances 2023-01-31 15

Measure	Date	Value
2025: AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-09	55
Total number of particpants at end of year	2025-10-09	54
Number of Participants With Account Balances	2025-10-09	15
2024: AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-14	45
Total number of particpants at end of year	2024-10-14	55
Number of Participants With Account Balances	2024-10-14	15
2023: AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total number of particpants at beginning of year	2023-01-31	50
Total number of particpants at end of year	2023-01-31	45
Number of Participants With Account Balances	2023-01-31	15

Financial Data on AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-09	120953
Net assets as of the end of the plan year	2025-10-09	1646240
Total assets as of the beginning of the plan year	2025-10-09	1379207
Value of plan covered by a fidelity bond	2025-10-09	114000
Participant contributions to plan in this plan year	2025-10-09	88394
Value of participant loans at end of plan year	2025-10-09	13680
Other income to plan in this plan year	2025-10-09	242026
Plan net income in this plan year	2025-10-09	267033
Net assets as of the end of the plan year	2025-10-09	1646240
Net assets as of the beginning of the plan year	2025-10-09	1379207
Value of contributions failed to transmitted timely	2025-10-09	83793
Employer contributions to plan in this plan year	2025-10-09	57566
Fees paid to broker by Benefit Provider	2025-10-09	1094
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-09	17959
2024 : AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-14	62323
Net assets as of the end of the plan year	2024-10-14	1379207
Total assets as of the beginning of the plan year	2024-10-14	1089475
Value of plan covered by a fidelity bond	2024-10-14	114000
Participant contributions to plan in this plan year	2024-10-14	78971
Value of participant loans at end of plan year	2024-10-14	23077
Other income to plan in this plan year	2024-10-14	224501
Plan net income in this plan year	2024-10-14	289732
Net assets as of the end of the plan year	2024-10-14	1379207
Net assets as of the beginning of the plan year	2024-10-14	1089475
Employer contributions to plan in this plan year	2024-10-14	48583
Fees paid to broker by Benefit Provider	2024-10-14	756
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-14	13747
2023 : AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total liabilities as of the end of the plan year	2023-01-31	0
Total liabilities as of the beginning of the plan year	2023-01-31	0
Total expenses incurred by plan in this plan year	2023-01-31	78357
Net assets as of the end of the plan year	2023-01-31	1289756
Total assets as of the beginning of the plan year	2023-01-31	1134503
Value of plan covered by a fidelity bond	2023-01-31	30000
Participant contributions to plan in this plan year	2023-01-31	63037
Value of participant loans at end of plan year	2023-01-31	11965
Other income to plan in this plan year	2023-01-31	133363
Plan net income in this plan year	2023-01-31	155253
Net assets as of the end of the plan year	2023-01-31	1289756
Net assets as of the beginning of the plan year	2023-01-31	1134503
Employer contributions to plan in this plan year	2023-01-31	37210
Fees paid to broker by Benefit Provider	2023-01-31	5696
Expensese paid to adminstrative service provicers from plan in this plan year	2023-01-31	14465

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	AMELIA UNDERWRITERS INC
Employer identification number (EIN):	592499706
NAIC Classification:	812990
NAIC Description:	All Other Personal Services