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Plan Name | NICHOLSON INSURANCE, INC. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | NICHOLSON INSURANCE, INC. |
Employer identification number (EIN): | 942657076 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about NICHOLSON INSURANCE, INC.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2000-03-27 |
Company Identification Number: | 74404683 |
Legal Registered Office Address: |
3945 SW 185TH AVE ALOHA United States of America (USA) 97078 |
More information about NICHOLSON INSURANCE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-12-01 | MARK D. NICHOLSON | 2023-04-19 | MARK D. NICHOLSON | 2023-04-19 |
001 | 2020-12-01 | KAREN A. NICHOLSON | 2022-09-14 | KAREN A. NICHOLSON | 2022-09-14 |
001 | 2019-12-01 | MARK NICHOLSON | 2021-09-14 | MARK NICHOLSON | 2021-09-14 |
Measure | Date | Value |
---|---|---|
2021: NICHOLSON INSURANCE, INC. PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-12-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 5 |
Number of retired or separated participants receiving benefits | 2021-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-12-01 | 3 |
Total of all active and inactive participants | 2021-12-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-12-01 | 0 |
Total participants | 2021-12-01 | 8 |
Number of participants with account balances | 2021-12-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-12-01 | 0 |
2020: NICHOLSON INSURANCE, INC. PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-12-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 1 |
Total of all active and inactive participants | 2020-12-01 | 5 |
Total participants | 2020-12-01 | 5 |
Number of participants with account balances | 2020-12-01 | 4 |
2019: NICHOLSON INSURANCE, INC. PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-12-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 4 |
Number of retired or separated participants receiving benefits | 2019-12-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 0 |
Total of all active and inactive participants | 2019-12-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-12-01 | 0 |
Total participants | 2019-12-01 | 5 |
Number of participants with account balances | 2019-12-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-12-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : NICHOLSON INSURANCE, INC. PROFIT SHARING PLAN 2022 401k financial data | ||
Total income from all sources | 2022-11-30 | $-74,333 |
Expenses. Total of all expenses incurred | 2022-11-30 | $174,019 |
Benefits paid (including direct rollovers) | 2022-11-30 | $159,150 |
Total plan assets at end of year | 2022-11-30 | $2,305,841 |
Total plan assets at beginning of year | 2022-11-30 | $2,554,193 |
Value of fidelity bond covering the plan | 2022-11-30 | $250,000 |
Assets. Value of loans (other than to participants) | 2022-11-30 | $52,107 |
Other income received | 2022-11-30 | $-74,333 |
Net income (gross income less expenses) | 2022-11-30 | $-248,352 |
Net plan assets at end of year (total assets less liabilities) | 2022-11-30 | $2,305,841 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-11-30 | $2,554,193 |
Assets. Value of participant loans | 2022-11-30 | $25,157 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-11-30 | $14,869 |
2021 : NICHOLSON INSURANCE, INC. PROFIT SHARING PLAN 2021 401k financial data | ||
Total income from all sources | 2021-11-30 | $211,142 |
Expenses. Total of all expenses incurred | 2021-11-30 | $163,392 |
Benefits paid (including direct rollovers) | 2021-11-30 | $148,600 |
Total plan assets at end of year | 2021-11-30 | $2,554,193 |
Total plan assets at beginning of year | 2021-11-30 | $2,506,443 |
Value of fidelity bond covering the plan | 2021-11-30 | $250,000 |
Assets. Value of loans (other than to participants) | 2021-11-30 | $47,549 |
Other income received | 2021-11-30 | $211,142 |
Net income (gross income less expenses) | 2021-11-30 | $47,750 |
Net plan assets at end of year (total assets less liabilities) | 2021-11-30 | $2,554,193 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-11-30 | $2,506,443 |
Assets. Value of participant loans | 2021-11-30 | $39,160 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-11-30 | $14,792 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-11-30 | $0 |
2020 : NICHOLSON INSURANCE, INC. PROFIT SHARING PLAN 2020 401k financial data | ||
Total income from all sources | 2020-11-30 | $-114,574 |
Expenses. Total of all expenses incurred | 2020-11-30 | $121,191 |
Benefits paid (including direct rollovers) | 2020-11-30 | $105,667 |
Total plan assets at end of year | 2020-11-30 | $2,506,443 |
Total plan assets at beginning of year | 2020-11-30 | $2,742,208 |
Value of fidelity bond covering the plan | 2020-11-30 | $250,000 |
Assets. Value of loans (other than to participants) | 2020-11-30 | $39,552 |
Other income received | 2020-11-30 | $-114,574 |
Net income (gross income less expenses) | 2020-11-30 | $-235,765 |
Net plan assets at end of year (total assets less liabilities) | 2020-11-30 | $2,506,443 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-11-30 | $2,742,208 |
Assets. Value of participant loans | 2020-11-30 | $46,792 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-11-30 | $15,524 |
2021: NICHOLSON INSURANCE, INC. PROFIT SHARING PLAN 2021 form 5500 responses | ||
---|---|---|
2021-12-01 | Type of plan entity | Single employer plan |
2021-12-01 | Submission has been amended | No |
2021-12-01 | This submission is the final filing | No |
2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-12-01 | Plan is a collectively bargained plan | No |
2021-12-01 | Plan funding arrangement – Trust | Yes |
2021-12-01 | Plan benefit arrangement - Trust | Yes |
2020: NICHOLSON INSURANCE, INC. PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-12-01 | Type of plan entity | Single employer plan |
2020-12-01 | Submission has been amended | No |
2020-12-01 | This submission is the final filing | No |
2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-12-01 | Plan is a collectively bargained plan | No |
2020-12-01 | Plan funding arrangement – Trust | Yes |
2020-12-01 | Plan benefit arrangement - Trust | Yes |
2019: NICHOLSON INSURANCE, INC. PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-12-01 | Type of plan entity | Single employer plan |
2019-12-01 | Submission has been amended | No |
2019-12-01 | This submission is the final filing | No |
2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-12-01 | Plan is a collectively bargained plan | No |
2019-12-01 | Plan funding arrangement – Trust | Yes |
2019-12-01 | Plan benefit arrangement - Trust | Yes |