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CELEDINAS AGENCY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCELEDINAS AGENCY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CELEDINAS AGENCY, INC. 401(K) PROFIT SHARING 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.
  • 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.

401k Sponsoring company profile

THE CELEDINAS AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CELEDINAS AGENCY, INC.
Employer identification number (EIN):650021294
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about THE CELEDINAS AGENCY, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2008-07-15
Company Identification Number: F176020
Legal Registered Office Address: 100 SHOCKOE SLIP
2ND FLOOR
RICHMOND
United States of America (USA)
23219

More information about THE CELEDINAS AGENCY, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01KIMBERLY WADE
0012015-01-01KIMBERLY WADE
0012014-01-01KIMBERLY WADE
0012013-01-01KIM WADE2014-07-29
0012012-01-01KIM WADE2013-07-16
0012011-01-01KIM WADE2012-06-19
0012010-01-01THE CELEDINAS AGENCY INC2011-05-04

Plan Statistics for CELEDINAS AGENCY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CELEDINAS AGENCY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: CELEDINAS AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01136
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CELEDINAS AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01134
Total number of active participants reported on line 7a of the Form 55002015-01-01123
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01136
Number of participants with account balances2015-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: CELEDINAS AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0180
Total number of active participants reported on line 7a of the Form 55002014-01-01126
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01134
Number of participants with account balances2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012

Financial Data on CELEDINAS AGENCY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : CELEDINAS AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-05-26$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-26$0
Total unrealized appreciation/depreciation of assets2016-05-26$0
Total transfer of assets to this plan2016-05-26$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-26$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-26$0
Expenses. Interest paid2016-05-26$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-05-26$0
Total income from all sources (including contributions)2016-05-26$232,341
Total loss/gain on sale of assets2016-05-26$0
Total of all expenses incurred2016-05-26$3,868,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-26$3,861,011
Expenses. Certain deemed distributions of participant loans2016-05-26$0
Value of total corrective distributions2016-05-26$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-26$175,488
Value of total assets at end of year2016-05-26$0
Value of total assets at beginning of year2016-05-26$3,636,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-26$7,541
Total income from rents2016-05-26$0
Total interest from all sources2016-05-26$1,702
Total dividends received (eg from common stock, registered investment company shares)2016-05-26$9,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-26Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-05-26$0
Total dividends received from registered investment company shares (eg mutual funds)2016-05-26$9,049
Assets. Real estate other than employer real property at end of year2016-05-26$0
Assets. Real estate other than employer real property at beginning of year2016-05-26$0
Administrative expenses professional fees incurred2016-05-26$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-05-26$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-05-26$0
Was this plan covered by a fidelity bond2016-05-26Yes
Value of fidelity bond cover2016-05-26$191,000
If this is an individual account plan, was there a blackout period2016-05-26No
Were there any nonexempt tranactions with any party-in-interest2016-05-26No
Contributions received from participants2016-05-26$137,809
Participant contributions at end of year2016-05-26$0
Participant contributions at beginning of year2016-05-26$127,145
Participant contributions at end of year2016-05-26$0
Participant contributions at beginning of year2016-05-26$0
Assets. Other investments not covered elsewhere at end of year2016-05-26$0
Assets. Other investments not covered elsewhere at beginning of year2016-05-26$0
Income. Received or receivable in cash from other sources (including rollovers)2016-05-26$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-05-26$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-26$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-26$0
Assets. Loans (other than to participants) at end of year2016-05-26$0
Assets. Loans (other than to participants) at beginning of year2016-05-26$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-05-26$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-05-26$0
Other income not declared elsewhere2016-05-26$1,154
Administrative expenses (other) incurred2016-05-26$7,541
Liabilities. Value of operating payables at end of year2016-05-26$0
Liabilities. Value of operating payables at beginning of year2016-05-26$0
Total non interest bearing cash at end of year2016-05-26$0
Total non interest bearing cash at beginning of year2016-05-26$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-26No
Income. Non cash contributions2016-05-26$0
Value of net income/loss2016-05-26$-3,636,211
Value of net assets at end of year (total assets less liabilities)2016-05-26$0
Value of net assets at beginning of year (total assets less liabilities)2016-05-26$3,636,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-26No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-26No
Were any leases to which the plan was party in default or uncollectible2016-05-26No
Assets. partnership/joint venture interests at end of year2016-05-26$0
Assets. partnership/joint venture interests at beginning of year2016-05-26$0
Investment advisory and management fees2016-05-26$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-26$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-26$3,402,232
Value of interest in pooled separate accounts at end of year2016-05-26$0
Value of interest in pooled separate accounts at beginning of year2016-05-26$0
Interest on participant loans2016-05-26$1,702
Income. Interest from loans (other than to participants)2016-05-26$0
Interest earned on other investments2016-05-26$0
Income. Interest from US Government securities2016-05-26$0
Income. Interest from corporate debt instruments2016-05-26$0
Value of interest in master investment trust accounts at end of year2016-05-26$0
Value of interest in master investment trust accounts at beginning of year2016-05-26$0
Value of interest in common/collective trusts at end of year2016-05-26$0
Value of interest in common/collective trusts at beginning of year2016-05-26$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-26$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-26$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-26$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-26$0
Assets. Value of investments in 103.12 investment entities at end of year2016-05-26$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-05-26$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-05-26$106,834
Expenses. Payments to insurance carriers foe the provision of benefits2016-05-26$0
Asset value of US Government securities at end of year2016-05-26$0
Asset value of US Government securities at beginning of year2016-05-26$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-26$44,948
Net investment gain/loss from pooled separate accounts2016-05-26$0
Net investment gain or loss from common/collective trusts2016-05-26$0
Net gain/loss from 103.12 investment entities2016-05-26$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-26No
Was there a failure to transmit to the plan any participant contributions2016-05-26No
Has the plan failed to provide any benefit when due under the plan2016-05-26No
Assets. Invements in employer securities at end of year2016-05-26$0
Assets. Invements in employer securities at beginning of year2016-05-26$0
Assets. Value of employer real property at end of year2016-05-26$0
Assets. Value of employer real property at beginning of year2016-05-26$0
Contributions received in cash from employer2016-05-26$37,679
Employer contributions (assets) at end of year2016-05-26$0
Employer contributions (assets) at beginning of year2016-05-26$0
Income. Dividends from preferred stock2016-05-26$0
Income. Dividends from common stock2016-05-26$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-26$3,861,011
Asset. Corporate debt instrument preferred debt at end of year2016-05-26$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-05-26$0
Asset. Corporate debt instrument debt (other) at end of year2016-05-26$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-05-26$0
Contract administrator fees2016-05-26$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-05-26No
Assets. Corporate common stocks other than exployer securities at end of year2016-05-26$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-05-26$0
Liabilities. Value of benefit claims payable at end of year2016-05-26$0
Liabilities. Value of benefit claims payable at beginning of year2016-05-26$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-05-26$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-05-26$0
Did the plan have assets held for investment2016-05-26No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-26No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-26Yes
Aggregate proceeds on sale of assets2016-05-26$0
Aggregate carrying amount (costs) on sale of assets2016-05-26$0
Liabilities. Value of acquisition indebtedness at end of year2016-05-26$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-05-26$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-26Yes
Opinion of an independent qualified public accountant for this plan2016-05-26Disclaimer
Accountancy firm name2016-05-26CALERDONTENLEVINECOHENPORTERVEILPA
Accountancy firm EIN2016-05-26592831281
2015 : CELEDINAS AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,264
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$738,025
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$134,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$118,747
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$5,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$724,114
Value of total assets at end of year2015-12-31$3,636,211
Value of total assets at beginning of year2015-12-31$3,027,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,465
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$5,602
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$152,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$152,826
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$303,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$499,249
Participant contributions at end of year2015-12-31$127,145
Participant contributions at beginning of year2015-12-31$63,550
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$105,958
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$67,896
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$10,465
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$603,549
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,630,947
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,027,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,402,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,857,890
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$3,960
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$1,642
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$106,834
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-144,517
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$156,969
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$118,747
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$5,264
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CALERDONTENLEVINECOHENPORTERVEILPA
Accountancy firm EIN2015-12-31592831281
2014 : CELEDINAS AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
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$735,131
Expenses. Total of all expenses incurred2014-12-31$170,907
Benefits paid (including direct rollovers)2014-12-31$160,784
Total plan assets at end of year2014-12-31$3,027,398
Total plan assets at beginning of year2014-12-31$2,463,174
Value of fidelity bond covering the plan2014-12-31$191,000
Total contributions received or receivable from participants2014-12-31$410,931
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$7,077
Other income received2014-12-31$181,040
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$564,224
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,027,398
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,463,174
Assets. Value of participant loans2014-12-31$63,550
Total contributions received or receivable from employer(s)2014-12-31$136,083
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10,123

Form 5500 Responses for CELEDINAS AGENCY, INC. 401(K) PROFIT SHARING PLAN

2016: CELEDINAS AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CELEDINAS AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CELEDINAS AGENCY, INC. 401(K) PROFIT SHARING 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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA - 063303
Policy instance 1
Insurance contract or identification numberGA - 063303
Number of Individuals Covered0
Insurance policy start date2016-01-01
Insurance policy end date2016-05-25
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA - 063303
Policy instance 1
Insurance contract or identification numberGA - 063303
Number of Individuals Covered21
Insurance policy start date2016-06-23
Insurance policy end date2016-06-23
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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