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| Plan Name | DWIGHT W. ANDDRUS INSURANCE, INC. 401(K) PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DWIGHT W. ANDRUS REAL ESTATE, L.L.C. |
| Employer identification number (EIN): | 721311212 |
| NAIC Classification: | 531390 |
| NAIC Description: | Other Activities Related to Real Estate |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | PHIL GARZOTTO | 2024-04-26 | PHIL GARZOTTO | 2024-04-26 |
| Measure | Date | Value |
|---|---|---|
| 2023 : DWIGHT W. ANDDRUS INSURANCE, INC. 401(K) PLAN 2023 401k financial data | ||
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $937,598 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $3,673,034 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $3,661,535 |
| Total plan assets at end of year | 2023-12-31 | $4,379,422 |
| Total plan assets at beginning of year | 2023-12-31 | $7,114,858 |
| Value of fidelity bond covering the plan | 2023-12-31 | $800,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $100,850 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $2,688 |
| Other income received | 2023-12-31 | $793,560 |
| Net income (gross income less expenses) | 2023-12-31 | $-2,735,436 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,379,422 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,114,858 |
| Assets. Value of participant loans | 2023-12-31 | $7,753 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $43,188 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $8,811 |
| 2023: DWIGHT W. ANDDRUS INSURANCE, INC. 401(K) PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 81E548 | ||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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