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Plan Name | CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CLASSIC FINANCIAL & INSURANCE SERVICES, INC. |
Employer identification number (EIN): | 954776876 |
NAIC Classification: | 523900 |
Additional information about CLASSIC FINANCIAL & INSURANCE SERVICES, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 2000-01-01 |
Company Identification Number: | C2152892 |
Legal Registered Office Address: |
21900 Burbank Blvd, 3rd Floor Woodland Hills United States of America (USA) 91367 |
More information about CLASSIC FINANCIAL & INSURANCE SERVICES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | CHARLIE RUSSO | 2023-09-08 | CHARLIE RUSSO | 2023-09-08 |
003 | 2021-01-01 | CHARLIE RUSSO | 2022-09-21 | CHARLIE RUSSO | 2022-09-21 |
003 | 2020-01-01 | CHARLIE RUSSO | 2021-10-11 | CHARLIE RUSSO | 2021-10-11 |
003 | 2019-01-01 | CHARLIE RUSSO | 2020-10-13 | CHARLIE RUSSO | 2020-10-13 |
003 | 2018-01-01 | CHARLIE RUSSO | 2019-10-15 | CHARLIE RUSSO | 2019-10-15 |
003 | 2017-01-01 | ||||
003 | 2016-01-01 | ||||
003 | 2015-01-01 | ||||
003 | 2014-01-01 | ||||
003 | 2013-01-01 | ||||
003 | 2012-01-01 | CHARLES M. RUSSO | CHARLES M. RUSSO | 2013-10-15 | |
003 | 2011-01-01 | CHARLES M. RUSSO | 2012-10-15 | CHARLES M. RUSSO | 2012-10-15 |
003 | 2010-01-01 | CHARLES M. RUSSO | 2011-09-26 | CHARLES M RUSSO | 2011-09-26 |
Measure | Date | Value |
---|---|---|
2022: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 4 |
Number of participants with account balances | 2022-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 4 |
Number of participants with account balances | 2021-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 4 |
Number of participants with account balances | 2020-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 3 |
Number of participants with account balances | 2018-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
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 | 1 |
Total of all active and inactive participants | 2017-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $9,571 |
Expenses. Total of all expenses incurred | 2022-12-31 | $2,954 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $638,539 |
Total plan assets at beginning of year | 2022-12-31 | $631,922 |
Value of fidelity bond covering the plan | 2022-12-31 | $200,000 |
Total contributions received or receivable from participants | 2022-12-31 | $43,700 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-84,196 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $6,617 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $638,539 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $631,922 |
Assets. Value of participant loans | 2022-12-31 | $70,015 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $120,982 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $50,067 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,954 |
2021 : CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $18,863 |
Expenses. Total of all expenses incurred | 2021-12-31 | $4,665 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $631,922 |
Total plan assets at beginning of year | 2021-12-31 | $617,724 |
Value of fidelity bond covering the plan | 2021-12-31 | $200,000 |
Total contributions received or receivable from participants | 2021-12-31 | $26,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $-50,697 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $14,198 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $631,922 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $617,724 |
Assets. Value of participant loans | 2021-12-31 | $93,669 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $113,083 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $43,560 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $4,665 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $183,326 |
Expenses. Total of all expenses incurred | 2020-12-31 | $31,464 |
Benefits paid (including direct rollovers) | 2020-12-31 | $29,934 |
Total plan assets at end of year | 2020-12-31 | $617,724 |
Total plan assets at beginning of year | 2020-12-31 | $465,862 |
Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
Total contributions received or receivable from participants | 2020-12-31 | $26,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $120,326 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $151,862 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $617,724 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $465,862 |
Assets. Value of participant loans | 2020-12-31 | $104,414 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $140,000 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $37,000 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,530 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $40,133 |
Expenses. Total of all expenses incurred | 2019-12-31 | $120 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $465,862 |
Total plan assets at beginning of year | 2019-12-31 | $425,849 |
Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $40,133 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $40,013 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $465,862 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $425,849 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $158,023 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $120 |
2018 : CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-2,247 |
Expenses. Total of all expenses incurred | 2018-12-31 | $960 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $425,849 |
Total plan assets at beginning of year | 2018-12-31 | $429,056 |
Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-12,247 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-3,207 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $425,849 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $429,056 |
Assets. Value of participant loans | 2018-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $158,023 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $10,000 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $960 |
2017 : CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & 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 | $15,519 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,024 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $429,056 |
Total plan assets at beginning of year | 2017-12-31 | $415,561 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $5,519 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $13,495 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $429,056 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $415,561 |
Assets. Value of participant loans | 2017-12-31 | $17,334 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $158,023 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $10,000 |
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 | $2,024 |
2016 : CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $36,336 |
Expenses. Total of all expenses incurred | 2016-12-31 | $750 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $415,561 |
Total plan assets at beginning of year | 2016-12-31 | $379,975 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $36,336 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $35,586 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $415,561 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $379,975 |
Assets. Value of participant loans | 2016-12-31 | $49,113 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $158,023 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $750 |
2015 : CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $8,243 |
Expenses. Total of all expenses incurred | 2015-12-31 | $21,674 |
Benefits paid (including direct rollovers) | 2015-12-31 | $20,000 |
Total plan assets at end of year | 2015-12-31 | $379,975 |
Total plan assets at beginning of year | 2015-12-31 | $393,406 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $8,243 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-13,431 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $379,975 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $393,406 |
Assets. Value of participant loans | 2015-12-31 | $64,652 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $130,000 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,674 |
2014 : CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $33,319 |
Expenses. Total of all expenses incurred | 2014-12-31 | $726 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $393,406 |
Total plan assets at beginning of year | 2014-12-31 | $360,813 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $313 |
Other income received | 2014-12-31 | $3,006 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $32,593 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $393,406 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $360,813 |
Assets. Value of participant loans | 2014-12-31 | $54,014 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $130,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $30,000 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $726 |
2013 : CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $11,502 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,854 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $360,813 |
Total plan assets at beginning of year | 2013-12-31 | $351,165 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $11,502 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $9,648 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $360,813 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $351,165 |
Assets. Value of participant loans | 2013-12-31 | $68,671 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $130,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,854 |
2012 : CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $27,557 |
Expenses. Total of all expenses incurred | 2012-12-31 | $6,422 |
Total plan assets at end of year | 2012-12-31 | $351,165 |
Total plan assets at beginning of year | 2012-12-31 | $330,030 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $6,422 |
Other income received | 2012-12-31 | $9,557 |
Net income (gross income less expenses) | 2012-12-31 | $21,135 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $351,165 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $330,030 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $130,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $18,000 |
2022: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & 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: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |