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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
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01
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
2023: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-017
Total number of active participants reported on line 7a of the Form 55002023-01-018
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-018
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-017
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-0110
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0110
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2018: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2017 401k membership
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: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2016 401k membership
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
2023 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$13,770
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$412,520
Total plan assets at beginning of year2023-12-31$398,750
Value of fidelity bond covering the plan2023-12-31$45,000
Other income received2023-12-31$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 securities2023-12-31$412,520
2022 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$46,750
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$398,750
Total plan assets at beginning of year2022-12-31$352,000
Value of fidelity bond covering the plan2022-12-31$45,000
Other income received2022-12-31$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 securities2022-12-31$398,750
2021 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$-63,500
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$352,000
Total plan assets at beginning of year2021-12-31$415,500
Value of fidelity bond covering the plan2021-12-31$45,000
Other income received2021-12-31$-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 securities2021-12-31$352,000
2020 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$83,500
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$415,500
Total plan assets at beginning of year2020-12-31$332,000
Value of fidelity bond covering the plan2020-12-31$30,000
Other income received2020-12-31$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 securities2020-12-31$415,500
2019 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$57,000
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$332,000
Total plan assets at beginning of year2019-12-31$275,000
Value of fidelity bond covering the plan2019-12-31$30,000
Other income received2019-12-31$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 securities2019-12-31$332,000
2018 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2018 401k financial data
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 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2017 401k financial data
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 : TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2016 401k financial data
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 for TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN

2023: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2018: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2017 form 5500 responses
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: TRUSTED INSURANCE ADVISOR SERVICES RETIREMENT PLAN 2016 form 5500 responses
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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