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RANCHO SIMI INSURANCE 401K 401k Plan overview

Plan NameRANCHO SIMI INSURANCE 401K
Plan identification number 001

RANCHO SIMI INSURANCE 401K 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.
  • 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

ALEX JAKUBANIS has sponsored the creation of one or more 401k plans.

Company Name:ALEX JAKUBANIS
Employer identification number (EIN):821844179
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RANCHO SIMI INSURANCE 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALEX JAKUBANIS2024-05-28
0012022-01-01ALEX JAKUBANIS2023-07-05
0012021-01-01ALEX JAKUBANIS2022-05-25
0012020-01-01ALEX JAKUBANIS2021-06-10
0012019-01-01ALEX JAKUBANIS2020-06-30
0012018-06-01ALEX JAKUBANIS2019-01-24
0012018-06-01ALEX JAKUBANIS2019-06-12
0012018-06-01ALEX JAKUBANIS2019-05-20

Financial Data on RANCHO SIMI INSURANCE 401K

Measure Date Value
2025 : RANCHO SIMI INSURANCE 401K 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-271155
Net assets as of the end of the plan year2025-05-27289459
Total assets as of the beginning of the plan year2025-05-27215121
Value of plan covered by a fidelity bond2025-05-2722000
Participant contributions to plan in this plan year2025-05-2737019
Other income to plan in this plan year2025-05-2724702
Plan net income in this plan year2025-05-2774338
Net assets as of the end of the plan year2025-05-27289459
Net assets as of the beginning of the plan year2025-05-27215121
Employer contributions to plan in this plan year2025-05-2713772
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-271155
2024 : RANCHO SIMI INSURANCE 401K 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-28788
Net assets as of the end of the plan year2024-05-28215121
Total assets as of the beginning of the plan year2024-05-28144299
Value of plan covered by a fidelity bond2024-05-2815000
Participant contributions to plan in this plan year2024-05-2833721
Other income to plan in this plan year2024-05-2826918
Plan net income in this plan year2024-05-2870822
Net assets as of the end of the plan year2024-05-28215121
Net assets as of the beginning of the plan year2024-05-28144299
Employer contributions to plan in this plan year2024-05-2810971
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-28788

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