?>
Logo

FMI AGENCY INC PROFIT SHARING & SAVINGS RETIREMENT PLAN 401k Plan overview

Plan NameFMI AGENCY INC PROFIT SHARING & SAVINGS RETIREMENT PLAN
Plan identification number 001

FMI AGENCY INC PROFIT SHARING & SAVINGS 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.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

FMI AGENCY INC has sponsored the creation of one or more 401k plans.

Company Name:FMI AGENCY INC
Employer identification number (EIN):660829612
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FMI AGENCY INC PROFIT SHARING & SAVINGS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARCOS FELICIANO JUARBE2023-09-24 MARCOS FELICIANO JUARBE2023-09-24
0012021-01-01MARCOS FELICIANO JUARBE2023-02-12 MARCOS FELICIANO JUARBE2023-02-12

Plan Statistics for FMI AGENCY INC PROFIT SHARING & SAVINGS RETIREMENT PLAN

401k plan membership statisitcs for FMI AGENCY INC PROFIT SHARING & SAVINGS RETIREMENT PLAN

Measure Date Value
2022: FMI AGENCY INC PROFIT SHARING & SAVINGS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112
Total number of active participants reported on line 7a of the Form 55002022-01-0112
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0112
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FMI AGENCY INC PROFIT SHARING & SAVINGS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0112
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010

Financial Data on FMI AGENCY INC PROFIT SHARING & SAVINGS RETIREMENT PLAN

Measure Date Value
2022 : FMI AGENCY INC PROFIT SHARING & SAVINGS RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$166,988
Expenses. Total of all expenses incurred2022-12-31$702
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$178,788
Total plan assets at beginning of year2022-12-31$12,502
Total contributions received or receivable from participants2022-12-31$32,781
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$120,510
Other income received2022-12-31$-2,694
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$166,286
Net plan assets at end of year (total assets less liabilities)2022-12-31$178,788
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$12,502
Total contributions received or receivable from employer(s)2022-12-31$16,391
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$702
2021 : FMI AGENCY INC PROFIT SHARING & SAVINGS RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$13,159
Expenses. Total of all expenses incurred2021-12-31$657
Total plan assets at end of year2021-12-31$12,502
Total plan assets at beginning of year2021-12-31$0
Total contributions received or receivable from participants2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$449
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$12,502
Net plan assets at end of year (total assets less liabilities)2021-12-31$12,502
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$12,710
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$657

Form 5500 Responses for FMI AGENCY INC PROFIT SHARING & SAVINGS RETIREMENT PLAN

2022: FMI AGENCY INC PROFIT SHARING & SAVINGS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FMI AGENCY INC PROFIT SHARING & SAVINGS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01First time form 5500 has been submittedYes
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number511365-P1
Policy instance 1
Insurance contract or identification number511365-P1
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $203
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $203
Insurance broker organization code?3

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3