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THE AMPERSAND AGENCY, INC. RETIREMENT TRUST 401k Plan overview

Plan NameTHE AMPERSAND AGENCY, INC. RETIREMENT TRUST
Plan identification number 001

THE AMPERSAND AGENCY, INC. RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 AMPERSAND AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE AMPERSAND AGENCY, INC.
Employer identification number (EIN):742525241
NAIC Classification:541910
NAIC Description:Marketing Research and Public Opinion Polling

Additional information about THE AMPERSAND AGENCY, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1989-02-08
Company Identification Number: 0110369200
Legal Registered Office Address: 166 HARGRAVES DR

AUSTIN
United States of America (USA)
78737

More information about THE AMPERSAND AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AMPERSAND AGENCY, INC. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JILL BENNING2024-07-18
0012022-01-01AZRA MAKNOJIA2023-06-29
0012021-01-01AZRA MAKNOJIA2022-05-05
0012020-01-01AZRA MAKNOJIA2021-05-26 AZRA MAKNOJIA2021-05-26
0012019-01-01AZRA MAKNOJIA2020-09-29
0012018-01-01JENNIFER MAREK2019-10-15
0012017-01-01DEVEN STIEDLE2018-07-10
0012016-01-01PLAN SPONSOR2017-08-01
0012015-01-01PLAN SPONSOR2016-07-05
0012014-01-01JEFF MONTGOMERY2016-07-05 JEFF MONTGOMERY2016-07-05
0012013-01-01JEFF MONTGOMERY2014-10-07 JEFF MONTGOMERY2014-10-07
0012012-01-01JEFF MONTGOMERY2013-07-19 JEFF MONTGOMERY2013-07-19
0012011-01-01JEFF MONTGOMERY2012-07-16 JEFF MONTGOMERY2012-07-16
0012010-01-01JEFF MONTGOMERY2011-07-15 JEFF MONTGOMERY2011-07-15

Plan Statistics for THE AMPERSAND AGENCY, INC. RETIREMENT TRUST

401k plan membership statisitcs for THE AMPERSAND AGENCY, INC. RETIREMENT TRUST

Measure Date Value
2025: THE AMPERSAND AGENCY, INC. RETIREMENT TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-1518
Total number of particpants at end of year2025-05-1519
Number of Participants With Account Balances2025-05-1519
2024: THE AMPERSAND AGENCY, INC. RETIREMENT TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-1815
Total number of particpants at end of year2024-07-1818
Number of Participants With Account Balances2024-07-1817

Financial Data on THE AMPERSAND AGENCY, INC. RETIREMENT TRUST

Measure Date Value
2025 : THE AMPERSAND AGENCY, INC. RETIREMENT TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-150
Total expenses incurred by plan in this plan year2025-05-1565027
Net assets as of the end of the plan year2025-05-152830281
Total assets as of the beginning of the plan year2025-05-152337125
Value of plan covered by a fidelity bond2025-05-15270000
Participant contributions to plan in this plan year2025-05-15115395
Other contributions to plan in this plan year2025-05-1518373
Other income to plan in this plan year2025-05-15285172
Plan net income in this plan year2025-05-15493156
Net assets as of the end of the plan year2025-05-152830281
Net assets as of the beginning of the plan year2025-05-152337125
Employer contributions to plan in this plan year2025-05-15139243
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-15225
2024 : THE AMPERSAND AGENCY, INC. RETIREMENT TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-180
Total expenses incurred by plan in this plan year2024-07-187676
Net assets as of the end of the plan year2024-07-182337125
Total assets as of the beginning of the plan year2024-07-181895318
Value of plan covered by a fidelity bond2024-07-1850000
Participant contributions to plan in this plan year2024-07-1876782
Other income to plan in this plan year2024-07-18303710
Plan net income in this plan year2024-07-18441807
Net assets as of the end of the plan year2024-07-182337125
Net assets as of the beginning of the plan year2024-07-181895318
Employer contributions to plan in this plan year2024-07-1868991
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-18565

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