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TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 401k Plan overview

Plan NameTRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN
Plan identification number 001

TRUSTED INSURANCE ADVISOR SERVICES 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.
  • 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.
  • 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

TRUSTED INSURANCE ADVISOR SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRUSTED INSURANCE ADVISOR SERVICES, INC.
Employer identification number (EIN):813003081
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01MICHAEL SCAMARCIA
0012016-06-21MICHAEL V. SCAMARCIA MICHAEL V. SCAMARCIA2017-04-08

Plan Statistics for TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN

401k plan membership statisitcs for TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN

Measure Date Value
2017
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016
Total participants, beginning-of-year2016-06-211
Total number of active participants reported on line 7a of the Form 55002016-06-211
Number of retired or separated participants receiving benefits2016-06-210
Number of other retired or separated participants entitled to future benefits2016-06-210
Total of all active and inactive participants2016-06-211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-210
Total participants2016-06-211
Number of participants with account balances2016-06-211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-210

Financial Data on TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN

Measure Date Value
2018
Total income from all sources2018-12-31$25,000
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$275,000
Total plan assets at beginning of year2018-12-31$250,000
Value of fidelity bond covering the plan2018-12-31$30,000
Other income received2018-12-31$25,000
Net income (gross income less expenses)2018-12-31$25,000
Net plan assets at end of year (total assets less liabilities)2018-12-31$275,000
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$250,000
Assets. Value of employer securities2018-12-31$275,000
2017
Total income from all sources2017-12-31$122,223
Expenses. Total of all expenses incurred2017-12-31$1
Benefits paid (including direct rollovers)2017-12-31$1
Total plan assets at end of year2017-12-31$250,000
Total plan assets at beginning of year2017-12-31$127,778
Contributions received from other sources (not participants or employers)2017-12-31$35,000
Other income received2017-12-31$87,223
Net income (gross income less expenses)2017-12-31$122,222
Net plan assets at end of year (total assets less liabilities)2017-12-31$250,000
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$127,778
Assets. Value of employer securities2017-12-31$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016
Total income from all sources2016-12-31$128,300
Expenses. Total of all expenses incurred2016-12-31$522
Benefits paid (including direct rollovers)2016-12-31$507
Total plan assets at end of year2016-12-31$127,778
Expenses. Other expenses not covered elsewhere2016-12-31$15
Contributions received from other sources (not participants or employers)2016-12-31$150,000
Other income received2016-12-31$-21,700
Net income (gross income less expenses)2016-12-31$127,778
Net plan assets at end of year (total assets less liabilities)2016-12-31$127,778
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Assets. Value of employer securities2016-12-31$127,778
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses

2017
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016
2016-06-21Type of plan entitySingle employer plan
2016-06-21First time form 5500 has been submittedYes
2016-06-21Submission has been amendedNo
2016-06-21This submission is the final filingNo
2016-06-21This return/report is a short plan year return/report (less than 12 months)Yes
2016-06-21Plan is a collectively bargained planNo
2016-06-21Plan funding arrangement – TrustYes
2016-06-21Plan benefit arrangement - TrustYes

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