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ALEX MORA INS AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan NameALEX MORA INS AGENCY, INC. 401(K) PLAN
Plan identification number 001

ALEX MORA INS AGENCY, INC. 401(K) 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.
  • 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 MORA INS AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALEX MORA INS AGENCY, INC.
Employer identification number (EIN):844691750
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEX MORA INS AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ALEJANDRO MORA2023-08-21
0012021-01-01ALEJANDRO MORA2022-10-14

Financial Data on ALEX MORA INS AGENCY, INC. 401(K) PLAN

Measure Date Value
2025 : ALEX MORA INS AGENCY, INC. 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-08570
Net assets as of the end of the plan year2025-10-0886343
Total assets as of the beginning of the plan year2025-10-0857704
Value of plan covered by a fidelity bond2025-10-08100000
Participant contributions to plan in this plan year2025-10-0812826
Other income to plan in this plan year2025-10-088605
Plan net income in this plan year2025-10-0828639
Net assets as of the end of the plan year2025-10-0886343
Net assets as of the beginning of the plan year2025-10-0857704
Employer contributions to plan in this plan year2025-10-087778
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-08570
Total liabilities as of the beginning of the plan year2025-08-200
Total expenses incurred by plan in this plan year2025-08-200
Net assets as of the end of the plan year2025-08-2057704
Total assets as of the beginning of the plan year2025-08-2024889
Value of plan covered by a fidelity bond2025-08-20100000
Participant contributions to plan in this plan year2025-08-2015287
Other income to plan in this plan year2025-08-207288
Plan net income in this plan year2025-08-2032815
Net assets as of the end of the plan year2025-08-2057704
Net assets as of the beginning of the plan year2025-08-2024889
Employer contributions to plan in this plan year2025-08-2010240
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-200

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