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CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameCLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST
Plan identification number 003

CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

CLASSIC FINANCIAL & INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01CHARLIE RUSSO2023-09-08 CHARLIE RUSSO2023-09-08
0032021-01-01CHARLIE RUSSO2022-09-21 CHARLIE RUSSO2022-09-21
0032020-01-01CHARLIE RUSSO2021-10-11 CHARLIE RUSSO2021-10-11
0032019-01-01CHARLIE RUSSO2020-10-13 CHARLIE RUSSO2020-10-13
0032018-01-01CHARLIE RUSSO2019-10-15 CHARLIE RUSSO2019-10-15
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01CHARLES M. RUSSO CHARLES M. RUSSO2013-10-15
0032011-01-01CHARLES M. RUSSO2012-10-15 CHARLES M. RUSSO2012-10-15
0032010-01-01CHARLES M. RUSSO2011-09-26 CHARLES M RUSSO2011-09-26

Plan Statistics for CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$9,571
Expenses. Total of all expenses incurred2022-12-31$2,954
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$638,539
Total plan assets at beginning of year2022-12-31$631,922
Value of fidelity bond covering the plan2022-12-31$200,000
Total contributions received or receivable from participants2022-12-31$43,700
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-84,196
Noncash contributions received2022-12-31$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 loans2022-12-31$70,015
Assets. Value of assets in partnership/joint-venture interests2022-12-31$120,982
Total contributions received or receivable from employer(s)2022-12-31$50,067
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$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 plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$18,863
Expenses. Total of all expenses incurred2021-12-31$4,665
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$631,922
Total plan assets at beginning of year2021-12-31$617,724
Value of fidelity bond covering the plan2021-12-31$200,000
Total contributions received or receivable from participants2021-12-31$26,000
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-50,697
Noncash contributions received2021-12-31$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 loans2021-12-31$93,669
Assets. Value of assets in partnership/joint-venture interests2021-12-31$113,083
Total contributions received or receivable from employer(s)2021-12-31$43,560
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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 securities2021-12-31$0
2020 : CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$183,326
Expenses. Total of all expenses incurred2020-12-31$31,464
Benefits paid (including direct rollovers)2020-12-31$29,934
Total plan assets at end of year2020-12-31$617,724
Total plan assets at beginning of year2020-12-31$465,862
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$26,000
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$120,326
Noncash contributions received2020-12-31$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 loans2020-12-31$104,414
Assets. Value of assets in partnership/joint-venture interests2020-12-31$140,000
Total contributions received or receivable from employer(s)2020-12-31$37,000
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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 securities2020-12-31$0
2019 : CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$40,133
Expenses. Total of all expenses incurred2019-12-31$120
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$465,862
Total plan assets at beginning of year2019-12-31$425,849
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$40,133
Noncash contributions received2019-12-31$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 interests2019-12-31$158,023
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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 plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-2,247
Expenses. Total of all expenses incurred2018-12-31$960
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$425,849
Total plan assets at beginning of year2018-12-31$429,056
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-12,247
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$0
Assets. Value of assets in partnership/joint-venture interests2018-12-31$158,023
Total contributions received or receivable from employer(s)2018-12-31$10,000
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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 plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$15,519
Expenses. Total of all expenses incurred2017-12-31$2,024
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$429,056
Total plan assets at beginning of year2017-12-31$415,561
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$5,519
Noncash contributions received2017-12-31$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 loans2017-12-31$17,334
Assets. Value of assets in partnership/joint-venture interests2017-12-31$158,023
Total contributions received or receivable from employer(s)2017-12-31$10,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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 plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$36,336
Expenses. Total of all expenses incurred2016-12-31$750
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$415,561
Total plan assets at beginning of year2016-12-31$379,975
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$36,336
Noncash contributions received2016-12-31$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 loans2016-12-31$49,113
Assets. Value of assets in partnership/joint-venture interests2016-12-31$158,023
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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 plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$8,243
Expenses. Total of all expenses incurred2015-12-31$21,674
Benefits paid (including direct rollovers)2015-12-31$20,000
Total plan assets at end of year2015-12-31$379,975
Total plan assets at beginning of year2015-12-31$393,406
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$8,243
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-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 loans2015-12-31$64,652
Assets. Value of assets in partnership/joint-venture interests2015-12-31$130,000
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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 plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$33,319
Expenses. Total of all expenses incurred2014-12-31$726
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$393,406
Total plan assets at beginning of year2014-12-31$360,813
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$313
Other income received2014-12-31$3,006
Noncash contributions received2014-12-31$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 loans2014-12-31$54,014
Assets. Value of assets in partnership/joint-venture interests2014-12-31$130,000
Total contributions received or receivable from employer(s)2014-12-31$30,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$11,502
Expenses. Total of all expenses incurred2013-12-31$1,854
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$360,813
Total plan assets at beginning of year2013-12-31$351,165
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$11,502
Noncash contributions received2013-12-31$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 loans2013-12-31$68,671
Assets. Value of assets in partnership/joint-venture interests2013-12-31$130,000
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 sources2012-12-31$27,557
Expenses. Total of all expenses incurred2012-12-31$6,422
Total plan assets at end of year2012-12-31$351,165
Total plan assets at beginning of year2012-12-31$330,030
Value of fidelity bond covering the plan2012-12-31$50,000
Expenses. Other expenses not covered elsewhere2012-12-31$6,422
Other income received2012-12-31$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 interests2012-12-31$130,000
Total contributions received or receivable from employer(s)2012-12-31$18,000

Form 5500 Responses for CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST

2022: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CLASSIC FINANCIAL & INSURANCE SERVICES, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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