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ALEXA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameALEXA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

ALEXA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

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

Company Name:ALEXA INSURANCE SERVICES, INC.
Employer identification number (EIN):824080192
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01TONY BAROUTI2024-04-24
0022022-01-01

Financial Data on ALEXA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ALEXA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-081171
Net assets as of the end of the plan year2025-10-08685165
Total assets as of the beginning of the plan year2025-10-08193966
Participant contributions to plan in this plan year2025-10-085880
Other contributions to plan in this plan year2025-10-08500135
Other income to plan in this plan year2025-10-08-13645
Plan net income in this plan year2025-10-08491199
Net assets as of the end of the plan year2025-10-08685165
Net assets as of the beginning of the plan year2025-10-08193966
Employer contributions to plan in this plan year2025-10-080
Fees paid to broker by Benefit Provider2025-10-08191
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-081171
2024 : ALEXA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-240
Total liabilities as of the end of the plan year2024-04-240
Total liabilities as of the beginning of the plan year2024-04-240
Total expenses incurred by plan in this plan year2024-04-242433
Net assets as of the end of the plan year2024-04-24193966
Total assets as of the beginning of the plan year2024-04-240
Participant contributions to plan in this plan year2024-04-244900
Other expenses paid from plan in this plan year2024-04-240
Other contributions to plan in this plan year2024-04-24188000
Other income to plan in this plan year2024-04-241894
Plan net income in this plan year2024-04-24193966
Net assets as of the end of the plan year2024-04-24193966
Net assets as of the beginning of the plan year2024-04-240
Employer contributions to plan in this plan year2024-04-241605
Fees paid to broker by Benefit Provider2024-04-242888
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-242433

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