401k Plan data: PERSONAL INSURANCE FEDERATION OF CALIFORNIA PROFIT SHARING 401K PLAN plan

PERSONAL INSURANCE FEDERATION OF CALIFORNIA PROFIT SHARING 401K PLAN 401k Plan overview

Plan Name	PERSONAL INSURANCE FEDERATION OF CALIFORNIA PROFIT SHARING 401K PLAN
Plan identification number	003

PERSONAL INSURANCE FEDERATION OF CALIFORNIA PROFIT SHARING 401K 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.
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

PERSONAL INSURANCE FEDERATION OF CALIFORNIA has sponsored the creation of one or more 401k plans.

Company Name: PERSONAL INSURANCE FEDERATION OF CALIFORNIA

Employer identification number (EIN): 680189516

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about PERSONAL INSURANCE FEDERATION OF CALIFORNIA

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1639704

More information about PERSONAL INSURANCE FEDERATION OF CALIFORNIA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONAL INSURANCE FEDERATION OF CALIFORNIA PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-07-01
003 2021-07-01
003 2020-07-01
003 2019-07-01
003 2018-07-01
003 2017-07-01
003 2016-07-01
003 2015-07-01
003 2014-07-01
003 2013-07-01 MARTHA TALAMANTES 2015-03-23
003 2012-07-01 MARTHA TALAMANTES 2013-12-02
003 2011-07-01 REX FRAZIER 2012-09-26 REX FRAZIER 2012-09-26
003 2010-07-01 REX FRAZIER 2011-09-23 REX FRAZIER 2011-09-23

Financial Data on PERSONAL INSURANCE FEDERATION OF CALIFORNIA PROFIT SHARING 401K PLAN

Measure	Date	Value
2025 : PERSONAL INSURANCE FEDERATION OF CALIFORNIA PROFIT SHARING 401K PLAN 2025 401k financial data
Net assets as of the end of the plan year	2025-04-07	1944313
Total assets as of the beginning of the plan year	2025-04-07	1601798
Participant contributions to plan in this plan year	2025-04-07	117081
Other income to plan in this plan year	2025-04-07	179012
Plan net income in this plan year	2025-04-07	342515
Net assets as of the end of the plan year	2025-04-07	1944313
Net assets as of the beginning of the plan year	2025-04-07	1601798
Employer contributions to plan in this plan year	2025-04-07	46422
Fees paid to broker by Benefit Provider	2025-04-07	9398
2024 : PERSONAL INSURANCE FEDERATION OF CALIFORNIA PROFIT SHARING 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-31	19601
Net assets as of the end of the plan year	2024-07-31	1601798
Total assets as of the beginning of the plan year	2024-07-31	1323297
Participant contributions to plan in this plan year	2024-07-31	90582
Other income to plan in this plan year	2024-07-31	168507
Plan net income in this plan year	2024-07-31	278501
Net assets as of the end of the plan year	2024-07-31	1601798
Net assets as of the beginning of the plan year	2024-07-31	1323297
Employer contributions to plan in this plan year	2024-07-31	39013
Fees paid to broker by Benefit Provider	2024-07-31	7752
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-31	400

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Company Name:	PERSONAL INSURANCE FEDERATION OF CALIFORNIA
Employer identification number (EIN):	680189516
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1639704

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-07-01
003	2021-07-01
003	2020-07-01
003	2019-07-01
003	2018-07-01
003	2017-07-01
003	2016-07-01
003	2015-07-01
003	2014-07-01
003	2013-07-01	MARTHA TALAMANTES	2015-03-23
003	2012-07-01	MARTHA TALAMANTES	2013-12-02
003	2011-07-01	REX FRAZIER	2012-09-26	REX FRAZIER	2012-09-26
003	2010-07-01	REX FRAZIER	2011-09-23	REX FRAZIER	2011-09-23