401k Plan data: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN plan

KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 401k Plan overview

Plan Name	KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN
Plan identification number	001

KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

KINGSBURG INSURANCE AGENCY has sponsored the creation of one or more 401k plans.

Company Name: KINGSBURG INSURANCE AGENCY

Employer identification number (EIN): 942291544

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about KINGSBURG INSURANCE AGENCY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0739229

More information about KINGSBURG INSURANCE AGENCY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01
001 2012-07-01 SCOTT A. CARLSON SCOTT A. CARLSON 2013-08-13
001 2011-07-01 SCOTT A. CARLSON SCOTT A. CARLSON 2012-08-27
001 2009-07-01 SCOTT A. CARLSON SCOTT A. CARLSON 2010-11-19

Plan Statistics for KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN

401k plan membership statisitcs for KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN

Measure Date Value
2015: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 12
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 1
Total of all active and inactive participants 2015-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 13
Number of participants with account balances 2015-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 13
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 13
Number of participants with account balances 2014-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 12
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 12
Number of participants with account balances 2013-07-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 12
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 12
Total participants 2012-07-01 12
Number of participants with account balances 2012-07-01 12
2011: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 12
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 12
Number of participants with account balances 2011-07-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 9
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 1
Total of all active and inactive participants 2009-07-01 10
Total participants 2009-07-01 10
Number of participants with account balances 2009-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 1

Measure	Date	Value
2015: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	12
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	1
Total of all active and inactive participants	2015-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	13
Number of participants with account balances	2015-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	13
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	13
Number of participants with account balances	2014-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	12
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	12
Number of participants with account balances	2013-07-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	12
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	12
Total participants	2012-07-01	12
Number of participants with account balances	2012-07-01	12
2011: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	12
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	12
Number of participants with account balances	2011-07-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	9
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	1
Total of all active and inactive participants	2009-07-01	10
Total participants	2009-07-01	10
Number of participants with account balances	2009-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	1

Financial Data on KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN

Measure	Date	Value
2016 : KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$95,460
Expenses. Total of all expenses incurred	2016-06-30	$0
Total plan assets at end of year	2016-06-30	$1,102,721
Total plan assets at beginning of year	2016-06-30	$1,007,261
Value of fidelity bond covering the plan	2016-06-30	$120,000
Assets. Value of loans (other than to participants)	2016-06-30	$65,000
Other income received	2016-06-30	$41,238
Net income (gross income less expenses)	2016-06-30	$95,460
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$1,102,721
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$1,007,261
Total contributions received or receivable from employer(s)	2016-06-30	$54,222
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$72,365
Expenses. Total of all expenses incurred	2015-06-30	$0
Total plan assets at end of year	2015-06-30	$1,007,261
Total plan assets at beginning of year	2015-06-30	$934,896
Value of fidelity bond covering the plan	2015-06-30	$100,000
Assets. Value of loans (other than to participants)	2015-06-30	$65,000
Other income received	2015-06-30	$16,046
Net income (gross income less expenses)	2015-06-30	$72,365
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$1,007,261
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$934,896
Total contributions received or receivable from employer(s)	2015-06-30	$56,319
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$135,848
Expenses. Total of all expenses incurred	2014-06-30	$0
Total plan assets at end of year	2014-06-30	$934,896
Total plan assets at beginning of year	2014-06-30	$799,048
Value of fidelity bond covering the plan	2014-06-30	$100,000
Assets. Value of loans (other than to participants)	2014-06-30	$65,000
Other income received	2014-06-30	$83,306
Net income (gross income less expenses)	2014-06-30	$135,848
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$934,896
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$799,048
Total contributions received or receivable from employer(s)	2014-06-30	$52,542
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$76,370
Expenses. Total of all expenses incurred	2013-06-30	$0
Total plan assets at end of year	2013-06-30	$799,048
Total plan assets at beginning of year	2013-06-30	$722,678
Value of fidelity bond covering the plan	2013-06-30	$90,000
Assets. Value of loans (other than to participants)	2013-06-30	$65,000
Other income received	2013-06-30	$19,427
Net income (gross income less expenses)	2013-06-30	$76,370
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$799,048
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$722,678
Total contributions received or receivable from employer(s)	2013-06-30	$56,943
2012 : KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$56,989
Expenses. Total of all expenses incurred	2012-06-30	$0
Total plan assets at end of year	2012-06-30	$722,678
Total plan assets at beginning of year	2012-06-30	$665,689
Value of fidelity bond covering the plan	2012-06-30	$90,000
Assets. Value of loans (other than to participants)	2012-06-30	$65,000
Other income received	2012-06-30	$7,639
Net income (gross income less expenses)	2012-06-30	$56,989
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$722,678
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$665,689
Total contributions received or receivable from employer(s)	2012-06-30	$49,350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$115,695
Expenses. Total of all expenses incurred	2011-06-30	$1,914
Benefits paid (including direct rollovers)	2011-06-30	$1,914
Total plan assets at end of year	2011-06-30	$665,689
Total plan assets at beginning of year	2011-06-30	$551,908
Value of fidelity bond covering the plan	2011-06-30	$60,000
Assets. Value of loans (other than to participants)	2011-06-30	$65,000
Other income received	2011-06-30	$71,218
Net income (gross income less expenses)	2011-06-30	$113,781
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$665,689
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$551,908
Total contributions received or receivable from employer(s)	2011-06-30	$44,477
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0

Form 5500 Responses for KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN

2015: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: KINGSBURG INSURANCE AGENCY PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70363467

Policy instance

Insurance contract or identification number	70363467
Number of Individuals Covered	1
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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Company Name:	KINGSBURG INSURANCE AGENCY
Employer identification number (EIN):	942291544
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0739229

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01
001	2012-07-01	SCOTT A. CARLSON	SCOTT A. CARLSON	2013-08-13
001	2011-07-01	SCOTT A. CARLSON	SCOTT A. CARLSON	2012-08-27
001	2009-07-01	SCOTT A. CARLSON	SCOTT A. CARLSON	2010-11-19