401k Plan data: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST plan

STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST Benefits

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

401k Sponsoring company profile

STEPHEN L. RIVETTI INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN L. RIVETTI INSURANCE SERVICES, INC.

Employer identification number (EIN): 954033294

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about STEPHEN L. RIVETTI INSURANCE SERVICES, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1980-01-07

Company Identification Number: C0972157

Legal Registered Office Address: 5917 Careybrook Dr

Agoura
United States of America (USA)
91301

More information about STEPHEN L. RIVETTI INSURANCE SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-02-01
001 2021-02-01 STEPHEN RIVETTI 2022-06-12 STEPHEN RIVETTI 2022-06-12
001 2020-02-01 STEPHEN RIVETTI 2021-11-12 STEPHEN RIVETTI 2021-11-12
001 2020-02-01 STEPHEN RIVETTI 2021-11-12 STEPHEN RIVETTI 2021-11-12
001 2019-02-01 STEPHEN RIVETTI 2020-06-06 STEPHEN RIVETTI 2020-06-06
001 2018-02-01 STEPHEN RIVETTI 2019-08-20 STEPHEN RIVETTI 2019-08-20
001 2017-01-01
001 2016-02-01
001 2015-02-01
001 2014-02-01
001 2013-02-01
001 2012-02-01 STEPHEN RIVETTI
001 2011-02-01 STEPHEN RIVETTI
001 2009-02-01 STEPHEN RIVETTI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-02-01
001	2021-02-01	STEPHEN RIVETTI	2022-06-12	STEPHEN RIVETTI	2022-06-12
001	2020-02-01	STEPHEN RIVETTI	2021-11-12	STEPHEN RIVETTI	2021-11-12
001	2020-02-01	STEPHEN RIVETTI	2021-11-12	STEPHEN RIVETTI	2021-11-12
001	2019-02-01	STEPHEN RIVETTI	2020-06-06	STEPHEN RIVETTI	2020-06-06
001	2018-02-01	STEPHEN RIVETTI	2019-08-20	STEPHEN RIVETTI	2019-08-20
001	2017-01-01
001	2016-02-01
001	2015-02-01
001	2014-02-01
001	2013-02-01
001	2012-02-01	STEPHEN RIVETTI
001	2011-02-01	STEPHEN RIVETTI
001	2009-02-01	STEPHEN RIVETTI

Plan Statistics for STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-02-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 1
Number of retired or separated participants receiving benefits 2021-02-01 0
Number of other retired or separated participants entitled to future benefits 2021-02-01 0
Total of all active and inactive participants 2021-02-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-02-01 0
Total participants 2021-02-01 1
Number of participants with account balances 2021-02-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-02-01 0
2020: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-02-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 1
Number of retired or separated participants receiving benefits 2020-02-01 0
Number of other retired or separated participants entitled to future benefits 2020-02-01 0
Total of all active and inactive participants 2020-02-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 0
Total participants 2020-02-01 1
Number of participants with account balances 2020-02-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 0
2019: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-02-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 1
Number of retired or separated participants receiving benefits 2019-02-01 0
Number of other retired or separated participants entitled to future benefits 2019-02-01 0
Total of all active and inactive participants 2019-02-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 0
Total participants 2019-02-01 1
Number of participants with account balances 2019-02-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 0
2018: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-02-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 1
Number of retired or separated participants receiving benefits 2018-02-01 0
Number of other retired or separated participants entitled to future benefits 2018-02-01 0
Total of all active and inactive participants 2018-02-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 1
Number of participants with account balances 2018-02-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 0
2017: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-02-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 1
Number of retired or separated participants receiving benefits 2016-02-01 0
Number of other retired or separated participants entitled to future benefits 2016-02-01 0
Total of all active and inactive participants 2016-02-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 1
Number of participants with account balances 2016-02-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 0
2015: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-02-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 1
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 0
Total of all active and inactive participants 2015-02-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 1
Number of participants with account balances 2015-02-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-02-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 1
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 0
Total of all active and inactive participants 2014-02-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 1
Number of participants with account balances 2014-02-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-02-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 1
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 0
Total of all active and inactive participants 2013-02-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 1
Number of participants with account balances 2013-02-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-02-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 2
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 0
Total of all active and inactive participants 2012-02-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 2
Number of participants with account balances 2012-02-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-02-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 2
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 0
Total of all active and inactive participants 2011-02-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 2
Number of participants with account balances 2011-02-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2009: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-02-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 2
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 0
Total of all active and inactive participants 2009-02-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 2
Number of participants with account balances 2009-02-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2021: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-02-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	1
Number of retired or separated participants receiving benefits	2021-02-01	0
Number of other retired or separated participants entitled to future benefits	2021-02-01	0
Total of all active and inactive participants	2021-02-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-02-01	0
Total participants	2021-02-01	1
Number of participants with account balances	2021-02-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-02-01	0
2020: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-02-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	1
Number of retired or separated participants receiving benefits	2020-02-01	0
Number of other retired or separated participants entitled to future benefits	2020-02-01	0
Total of all active and inactive participants	2020-02-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	0
Total participants	2020-02-01	1
Number of participants with account balances	2020-02-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	0
2019: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-02-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	1
Number of retired or separated participants receiving benefits	2019-02-01	0
Number of other retired or separated participants entitled to future benefits	2019-02-01	0
Total of all active and inactive participants	2019-02-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	0
Total participants	2019-02-01	1
Number of participants with account balances	2019-02-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	0
2018: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-02-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	1
Number of retired or separated participants receiving benefits	2018-02-01	0
Number of other retired or separated participants entitled to future benefits	2018-02-01	0
Total of all active and inactive participants	2018-02-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	1
Number of participants with account balances	2018-02-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	0
2017: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-02-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	1
Number of retired or separated participants receiving benefits	2016-02-01	0
Number of other retired or separated participants entitled to future benefits	2016-02-01	0
Total of all active and inactive participants	2016-02-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	1
Number of participants with account balances	2016-02-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	0
2015: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-02-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	1
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	0
Total of all active and inactive participants	2015-02-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	1
Number of participants with account balances	2015-02-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-02-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	1
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	0
Total of all active and inactive participants	2014-02-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	1
Number of participants with account balances	2014-02-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-02-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	1
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	0
Total of all active and inactive participants	2013-02-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	1
Number of participants with account balances	2013-02-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-02-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	2
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	0
Total of all active and inactive participants	2012-02-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	2
Number of participants with account balances	2012-02-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-02-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	2
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	0
Total of all active and inactive participants	2011-02-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	2
Number of participants with account balances	2011-02-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2009: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-02-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	2
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	0
Total of all active and inactive participants	2009-02-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	2
Number of participants with account balances	2009-02-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-01-31	$0
Total plan liabilities at beginning of year	2022-01-31	$0
Total income from all sources	2022-01-31	$168,398
Expenses. Total of all expenses incurred	2022-01-31	$3,375
Benefits paid (including direct rollovers)	2022-01-31	$3,375
Total plan assets at end of year	2022-01-31	$2,971,647
Total plan assets at beginning of year	2022-01-31	$2,806,624
Other income received	2022-01-31	$148,398
Net income (gross income less expenses)	2022-01-31	$165,023
Net plan assets at end of year (total assets less liabilities)	2022-01-31	$2,971,647
Net plan assets at beginning of year (total assets less liabilities)	2022-01-31	$2,806,624
Total contributions received or receivable from employer(s)	2022-01-31	$20,000
2021 : STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-01-31	$0
Total plan liabilities at beginning of year	2021-01-31	$0
Total income from all sources	2021-01-31	$286,570
Expenses. Total of all expenses incurred	2021-01-31	$71,000
Benefits paid (including direct rollovers)	2021-01-31	$71,000
Total plan assets at end of year	2021-01-31	$2,806,624
Total plan assets at beginning of year	2021-01-31	$2,591,054
Value of fidelity bond covering the plan	2021-01-31	$300,000
Other income received	2021-01-31	$269,570
Net income (gross income less expenses)	2021-01-31	$215,570
Net plan assets at end of year (total assets less liabilities)	2021-01-31	$2,806,624
Net plan assets at beginning of year (total assets less liabilities)	2021-01-31	$2,591,054
Total contributions received or receivable from employer(s)	2021-01-31	$17,000
2020 : STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-01-31	$0
Total plan liabilities at beginning of year	2020-01-31	$0
Total income from all sources	2020-01-31	$118,133
Expenses. Total of all expenses incurred	2020-01-31	$3,375
Benefits paid (including direct rollovers)	2020-01-31	$3,375
Total plan assets at end of year	2020-01-31	$2,591,054
Total plan assets at beginning of year	2020-01-31	$2,476,296
Value of fidelity bond covering the plan	2020-01-31	$300,000
Other income received	2020-01-31	$88,883
Net income (gross income less expenses)	2020-01-31	$114,758
Net plan assets at end of year (total assets less liabilities)	2020-01-31	$2,591,054
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$2,476,296
Total contributions received or receivable from employer(s)	2020-01-31	$29,250
2019 : STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-01-31	$0
Total plan liabilities at beginning of year	2019-01-31	$0
Total income from all sources	2019-01-31	$-29,387
Expenses. Total of all expenses incurred	2019-01-31	$3,375
Benefits paid (including direct rollovers)	2019-01-31	$3,375
Total plan assets at end of year	2019-01-31	$2,476,296
Total plan assets at beginning of year	2019-01-31	$2,509,058
Other income received	2019-01-31	$-59,387
Net income (gross income less expenses)	2019-01-31	$-32,762
Net plan assets at end of year (total assets less liabilities)	2019-01-31	$2,476,296
Net plan assets at beginning of year (total assets less liabilities)	2019-01-31	$2,509,058
Total contributions received or receivable from employer(s)	2019-01-31	$30,000
2017 : STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$235,237
Expenses. Total of all expenses incurred	2017-12-31	$3,375
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,509,058
Total plan assets at beginning of year	2017-12-31	$2,277,196
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$3,375
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$185,237
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$231,862
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,509,058
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,277,196
Total contributions received or receivable from employer(s)	2017-12-31	$50,000
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Transfers to/from the plan	2017-01-31	$0
Total plan liabilities at end of year	2017-01-31	$0
Total plan liabilities at beginning of year	2017-01-31	$0
Total income from all sources	2017-01-31	$297,565
Expenses. Total of all expenses incurred	2017-01-31	$3,375
Benefits paid (including direct rollovers)	2017-01-31	$0
Total plan assets at end of year	2017-01-31	$2,277,196
Total plan assets at beginning of year	2017-01-31	$1,983,006
Value of fidelity bond covering the plan	2017-01-31	$250,000
Total contributions received or receivable from participants	2017-01-31	$0
Expenses. Other expenses not covered elsewhere	2017-01-31	$3,375
Contributions received from other sources (not participants or employers)	2017-01-31	$0
Other income received	2017-01-31	$247,565
Noncash contributions received	2017-01-31	$0
Net income (gross income less expenses)	2017-01-31	$294,190
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$2,277,196
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$1,983,006
Total contributions received or receivable from employer(s)	2017-01-31	$50,000
Value of certain deemed distributions of participant loans	2017-01-31	$0
Value of corrective distributions	2017-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-01-31	$0
2016 : STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-01-31	$0
Total plan liabilities at beginning of year	2016-01-31	$0
Total income from all sources	2016-01-31	$-65,699
Expenses. Total of all expenses incurred	2016-01-31	$3,375
Benefits paid (including direct rollovers)	2016-01-31	$3,375
Total plan assets at end of year	2016-01-31	$1,983,006
Total plan assets at beginning of year	2016-01-31	$2,052,080
Value of fidelity bond covering the plan	2016-01-31	$250,000
Other income received	2016-01-31	$-65,699
Net income (gross income less expenses)	2016-01-31	$-69,074
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$1,983,006
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$2,052,080
2015 : STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-01-31	$0
Total plan liabilities at beginning of year	2015-01-31	$0
Total income from all sources	2015-01-31	$155,951
Total plan assets at end of year	2015-01-31	$2,052,080
Total plan assets at beginning of year	2015-01-31	$1,896,129
Value of fidelity bond covering the plan	2015-01-31	$250,000
Other income received	2015-01-31	$155,951
Net income (gross income less expenses)	2015-01-31	$155,951
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$2,052,080
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$1,896,129
2014 : STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-01-31	$0
Total plan liabilities at beginning of year	2014-01-31	$0
Total income from all sources	2014-01-31	$373,601
Expenses. Total of all expenses incurred	2014-01-31	$104,866
Benefits paid (including direct rollovers)	2014-01-31	$104,866
Total plan assets at end of year	2014-01-31	$1,896,129
Total plan assets at beginning of year	2014-01-31	$1,627,394
Value of fidelity bond covering the plan	2014-01-31	$200,000
Other income received	2014-01-31	$322,601
Net income (gross income less expenses)	2014-01-31	$268,735
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$1,896,129
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$1,627,394
Total contributions received or receivable from employer(s)	2014-01-31	$51,000
2013 : STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-01-31	$0
Total plan liabilities at beginning of year	2013-01-31	$0
Total income from all sources	2013-01-31	$-32,851
Total plan assets at end of year	2013-01-31	$1,627,394
Total plan assets at beginning of year	2013-01-31	$1,660,245
Value of fidelity bond covering the plan	2013-01-31	$200,000
Other income received	2013-01-31	$-32,851
Net income (gross income less expenses)	2013-01-31	$-32,851
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$1,627,394
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$1,660,245
2012 : STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-01-31	$0
Total plan liabilities at beginning of year	2012-01-31	$0
Total income from all sources	2012-01-31	$326,756
Total plan assets at end of year	2012-01-31	$1,660,245
Total plan assets at beginning of year	2012-01-31	$1,333,489
Value of fidelity bond covering the plan	2012-01-31	$200,000
Other income received	2012-01-31	$326,756
Net income (gross income less expenses)	2012-01-31	$326,756
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$1,660,245
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$1,333,489
2011 : STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-01-31	$0
Total plan liabilities at beginning of year	2011-01-31	$0
Total income from all sources	2011-01-31	$93,489
Total plan assets at end of year	2011-01-31	$1,333,489
Total plan assets at beginning of year	2011-01-31	$1,240,000
Value of fidelity bond covering the plan	2011-01-31	$200,000
Other income received	2011-01-31	$93,489
Net income (gross income less expenses)	2011-01-31	$93,489
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$1,333,489
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$1,240,000

Form 5500 Responses for STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST

2021: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	Plan funding arrangement – Trust	Yes
2021-02-01	Plan benefit arrangement - Trust	Yes
2020: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Submission has been amended	Yes
2020-02-01	This submission is the final filing	No
2020-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-02-01	Plan is a collectively bargained plan	No
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	STEPHEN L. RIVETTI INSURANCE SERVICES, INC.
Employer identification number (EIN):	954033294
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1980-01-07
Company Identification Number:	C0972157
Legal Registered Office Address:	5917 Careybrook Dr Agoura United States of America (USA) 91301