TRUSTED INSURANCE ADVISOR SERVICES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN
Measure | Date | Value |
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2023 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $13,770 |
Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
Total plan assets at end of year | 2023-12-31 | $412,520 |
Total plan assets at beginning of year | 2023-12-31 | $398,750 |
Value of fidelity bond covering the plan | 2023-12-31 | $45,000 |
Other income received | 2023-12-31 | $13,770 |
Net income (gross income less expenses) | 2023-12-31 | $13,770 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $412,520 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $398,750 |
Assets. Value of employer securities | 2023-12-31 | $412,520 |
2022 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $46,750 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $398,750 |
Total plan assets at beginning of year | 2022-12-31 | $352,000 |
Value of fidelity bond covering the plan | 2022-12-31 | $45,000 |
Other income received | 2022-12-31 | $46,750 |
Net income (gross income less expenses) | 2022-12-31 | $46,750 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $398,750 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $352,000 |
Assets. Value of employer securities | 2022-12-31 | $398,750 |
2021 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $-63,500 |
Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $352,000 |
Total plan assets at beginning of year | 2021-12-31 | $415,500 |
Value of fidelity bond covering the plan | 2021-12-31 | $45,000 |
Other income received | 2021-12-31 | $-63,500 |
Net income (gross income less expenses) | 2021-12-31 | $-63,500 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $352,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $415,500 |
Assets. Value of employer securities | 2021-12-31 | $352,000 |
2020 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $83,500 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $415,500 |
Total plan assets at beginning of year | 2020-12-31 | $332,000 |
Value of fidelity bond covering the plan | 2020-12-31 | $30,000 |
Other income received | 2020-12-31 | $83,500 |
Net income (gross income less expenses) | 2020-12-31 | $83,500 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $415,500 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $332,000 |
Assets. Value of employer securities | 2020-12-31 | $415,500 |
2019 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $57,000 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $332,000 |
Total plan assets at beginning of year | 2019-12-31 | $275,000 |
Value of fidelity bond covering the plan | 2019-12-31 | $30,000 |
Other income received | 2019-12-31 | $57,000 |
Net income (gross income less expenses) | 2019-12-31 | $57,000 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $332,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $275,000 |
Assets. Value of employer securities | 2019-12-31 | $332,000 |
2018 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $25,000 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $275,000 |
Total plan assets at beginning of year | 2018-12-31 | $250,000 |
Value of fidelity bond covering the plan | 2018-12-31 | $30,000 |
Other income received | 2018-12-31 | $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 securities | 2018-12-31 | $275,000 |
2017 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $122,223 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1 |
Total plan assets at end of year | 2017-12-31 | $250,000 |
Total plan assets at beginning of year | 2017-12-31 | $127,778 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $35,000 |
Other income received | 2017-12-31 | $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 securities | 2017-12-31 | $250,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $128,300 |
Expenses. Total of all expenses incurred | 2016-12-31 | $522 |
Benefits paid (including direct rollovers) | 2016-12-31 | $507 |
Total plan assets at end of year | 2016-12-31 | $127,778 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $15 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $150,000 |
Other income received | 2016-12-31 | $-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 securities | 2016-12-31 | $127,778 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2023: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2023 form 5500 responses |
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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 – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2018: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2016 form 5500 responses |
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2016-06-21 | Type of plan entity | Single employer plan |
2016-06-21 | First time form 5500 has been submitted | Yes |
2016-06-21 | Submission has been amended | No |
2016-06-21 | This submission is the final filing | No |
2016-06-21 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-06-21 | Plan is a collectively bargained plan | No |
2016-06-21 | Plan funding arrangement – Trust | Yes |
2016-06-21 | Plan benefit arrangement - Trust | Yes |