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ISU LOVERING INSURANCE SERVICES SAFE HARBOR 401(K 401k Plan overview

Plan NameISU LOVERING INSURANCE SERVICES SAFE HARBOR 401(K
Plan identification number 001

ISU LOVERING INSURANCE SERVICES SAFE HARBOR 401(K 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JOHN L. LOVERING INSURANCE AGENCY, INC. DBA ISU LOVERING INSURANCE SER has sponsored the creation of one or more 401k plans.

Company Name:JOHN L. LOVERING INSURANCE AGENCY, INC. DBA ISU LOVERING INSURANCE SER
Employer identification number (EIN):941750888
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ISU LOVERING INSURANCE SERVICES SAFE HARBOR 401(K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT WATKINS2023-06-01
0012021-01-01ROBERT WATKINS2022-03-30
0012020-01-01ROBERT WATKINS2021-05-13
0012018-01-01ROBERT WATKINS2019-05-14
0012017-01-01ROBERT WATKINS2018-04-20
0012017-01-01ROBERT WATKINS2019-05-22
0012016-01-01ROBERT WATKINS2017-06-20
0012015-01-01
0012015-01-01
0012014-01-01ROBERT WATKINS2015-05-04
0012013-01-01FRANK HARRISON2014-07-25
0012012-01-01ROBERT WATKINS2013-04-22
0012011-01-01ROBERT WATKINS2012-03-14
0012010-01-01ROBERT WATKINS2012-10-28
0012007-01-01ROBERT WATKINS

Plan Statistics for ISU LOVERING INSURANCE SERVICES SAFE HARBOR 401(K

401k plan membership statisitcs for ISU LOVERING INSURANCE SERVICES SAFE HARBOR 401(K

Measure Date Value
2007: ISU LOVERING INSURANCE SERVICES SAFE HARBOR 401(K 2007 401k membership
Total participants, beginning-of-year2007-01-0110
Total number of active participants reported on line 7a of the Form 55002007-01-017
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-011
Total of all active and inactive participants2007-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-018
Number of participants with account balances2007-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-011

Financial Data on ISU LOVERING INSURANCE SERVICES SAFE HARBOR 401(K

Measure Date Value
2007 : ISU LOVERING INSURANCE SERVICES SAFE HARBOR 401(K 2007 401k financial data
Total income from all sources2007-12-31$67,635
Expenses. Total of all expenses incurred2007-12-31$2,833
Benefits paid (including direct rollovers)2007-12-31$2,833
Total plan assets at end of year2007-12-31$64,802
Total plan assets at beginning of year2007-12-31$0
Value of fidelity bond covering the plan2007-12-31$25,000
Total contributions received or receivable from participants2007-12-31$41,811
Other income received2007-12-31$2,948
Net income (gross income less expenses)2007-12-31$64,802
Net plan assets at end of year (total assets less liabilities)2007-12-31$64,802
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$0
Total contributions received or receivable from employer(s)2007-12-31$22,876
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for ISU LOVERING INSURANCE SERVICES SAFE HARBOR 401(K

2007: ISU LOVERING INSURANCE SERVICES SAFE HARBOR 401(K 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number11064
Policy instance 1
Insurance contract or identification number11064
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $326,368
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees326368
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?4
Insurance broker nameIIAA AGENCY ADMIN SERVICE

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