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Plan Name | STEPHEN B. MARVIN AGENCY, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | STEPHEN B. MARVIN AGENCY, INC. |
Employer identification number (EIN): | 952959354 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-06-30 | ||||
001 | 2021-06-30 | ||||
001 | 2020-06-30 | ||||
001 | 2019-06-30 | ||||
001 | 2018-06-30 | ||||
001 | 2017-06-30 | ||||
001 | 2016-06-30 | ||||
001 | 2015-06-30 | ||||
001 | 2014-06-30 | ||||
001 | 2013-06-30 | MICHAEL J. SMITH | 2014-09-10 | ||
001 | 2012-06-30 | MICHAEL J. SMITH | 2014-01-27 | ||
001 | 2011-06-30 | HENRY H. MARVIN | 2013-01-28 | ||
001 | 2009-06-30 | TRUDY MARVIN | 2011-01-18 | ||
001 | 2009-06-30 | TRUDY MARVIN |
Measure | Date | Value |
---|---|---|
2009: STEPHEN B. MARVIN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-06-30 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-06-30 | 22 |
Number of retired or separated participants receiving benefits | 2009-06-30 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-06-30 | 0 |
Total of all active and inactive participants | 2009-06-30 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-30 | 0 |
Total participants | 2009-06-30 | 22 |
Number of participants with account balances | 2009-06-30 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-06-30 | 0 |
Measure | Date | Value |
---|---|---|
2011 : STEPHEN B. MARVIN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-06-29 | $573,053 |
Expenses. Total of all expenses incurred | 2011-06-29 | $199,774 |
Benefits paid (including direct rollovers) | 2011-06-29 | $199,774 |
Total plan assets at end of year | 2011-06-29 | $3,074,745 |
Total plan assets at beginning of year | 2011-06-29 | $2,701,466 |
Value of fidelity bond covering the plan | 2011-06-29 | $550,000 |
Total contributions received or receivable from participants | 2011-06-29 | $48,907 |
Expenses. Other expenses not covered elsewhere | 2011-06-29 | $0 |
Other income received | 2011-06-29 | $352,209 |
Net income (gross income less expenses) | 2011-06-29 | $373,279 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-29 | $3,074,745 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-29 | $2,701,466 |
Total contributions received or receivable from employer(s) | 2011-06-29 | $171,937 |
Funding deficiency by the employer to the plan for this plan year | 2011-06-29 | $0 |
Minimum employer required contribution for this plan year | 2011-06-29 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-06-29 | $0 |
2010 : STEPHEN B. MARVIN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2010-06-29 | $0 |
Minimum employer required contribution for this plan year | 2010-06-29 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-06-29 | $0 |
2009: STEPHEN B. MARVIN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
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2009-06-30 | Type of plan entity | Single employer plan |
2009-06-30 | Submission has been amended | No |
2009-06-30 | This submission is the final filing | No |
2009-06-30 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-06-30 | Plan is a collectively bargained plan | No |
2009-06-30 | Plan funding arrangement – Insurance | Yes |
2009-06-30 | Plan funding arrangement – Trust | Yes |
2009-06-30 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GA-021874 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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