MONTALVO INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Additional information about MONTALVO INSURANCE AGENCY, INC.
Submission information for form 5500 for 401k plan MONTALVO INSURANCE AGENCY, INC. SAFE HARBOR 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : MONTALVO INSURANCE AGENCY, INC. SAFE HARBOR 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-01-17 | 1223643 |
| Net assets as of the end of the plan year | 2025-01-17 | 0 |
| Total assets as of the beginning of the plan year | 2025-01-17 | 1099848 |
| Value of plan covered by a fidelity bond | 2025-01-17 | 100000 |
| Participant contributions to plan in this plan year | 2025-01-17 | 14880 |
| Other contributions to plan in this plan year | 2025-01-17 | 0 |
| Other income to plan in this plan year | 2025-01-17 | 103198 |
| Plan net income in this plan year | 2025-01-17 | -1099848 |
| Net assets as of the end of the plan year | 2025-01-17 | 0 |
| Net assets as of the beginning of the plan year | 2025-01-17 | 1099848 |
| Employer contributions to plan in this plan year | 2025-01-17 | 5717 |
| Fees paid to broker by Benefit Provider | 2025-01-17 | 5165 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-17 | 9076 |
| 2024 : MONTALVO INSURANCE AGENCY, INC. SAFE HARBOR 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-17 | 10382 |
| Net assets as of the end of the plan year | 2024-07-17 | 1099848 |
| Total assets as of the beginning of the plan year | 2024-07-17 | 941865 |
| Value of plan covered by a fidelity bond | 2024-07-17 | 100000 |
| Participant contributions to plan in this plan year | 2024-07-17 | 34052 |
| Other contributions to plan in this plan year | 2024-07-17 | 0 |
| Other income to plan in this plan year | 2024-07-17 | 118025 |
| Plan net income in this plan year | 2024-07-17 | 157983 |
| Net assets as of the end of the plan year | 2024-07-17 | 1099848 |
| Net assets as of the beginning of the plan year | 2024-07-17 | 941865 |
| Employer contributions to plan in this plan year | 2024-07-17 | 16288 |
| Fees paid to broker by Benefit Provider | 2024-07-17 | 5028 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-17 | 8258 |
| 2010 : MONTALVO INSURANCE AGENCY, INC. SAFE HARBOR 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $26,702 |
| Total plan assets at end of year | 2010-12-31 | $153,987 |
| Total plan assets at beginning of year | 2010-12-31 | $127,285 |
| Total contributions received or receivable from participants | 2010-12-31 | $8,042 |
| Other income received | 2010-12-31 | $13,330 |
| Net income (gross income less expenses) | 2010-12-31 | $26,702 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $153,987 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $127,285 |
| Assets. Value of participant loans | 2010-12-31 | $5,040 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $5,330 |
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