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DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

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

Company Name:DISABILITY INSURANCE SERVICES, INC.
Employer identification number (EIN):330850705
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANIEL STEENERSON2024-10-14
0012022-01-01AMBER MIKLOVIC2023-10-11 AMBER MIKLOVIC2023-10-11
0012021-01-01KARRIE JOHNSON2022-10-26
0012020-01-01PAOLA AVILES2021-10-14 PAOLA AVILES2021-10-14
0012019-01-01BRYNN WILLIAMS2020-08-18
0012018-01-01DANIEL STEENERSON2019-08-19 DANIEL STEENERSON2019-08-19
0012017-01-01DANIEL STEENERSON2018-07-26 DANIEL STEENERSON2018-07-26
0012017-01-01DANIEL STEENERSON2018-11-26 DANIEL STEENERSON2018-11-26
0012016-01-01DANIEL STEENERSON2017-07-10 DANIEL STEENERSON2017-07-10
0012015-01-01DANIEL STEENERSON2016-09-27 DANIEL STEENERSON2016-09-27
0012014-01-01DANIEL STEENERSON2015-06-30 DANIEL STEENERSON2015-06-30
0012013-01-01DANIEL STEENERSON DANIEL STEENERSON2014-10-14
0012012-01-01DANIEL STEENERSON DANIEL STEENERSON2013-10-04
0012011-01-01JULIANNE HICKS JULIANNE HICKS2012-09-27
0012009-01-01JULIE HICKS

Plan Statistics for DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0128
Total number of active participants reported on line 7a of the Form 55002013-01-0124
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0135
Number of participants with account balances2013-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0128
Number of participants with account balances2012-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124
Total number of active participants reported on line 7a of the Form 55002011-01-0125
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0128
Number of participants with account balances2011-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0122
Total number of active participants reported on line 7a of the Form 55002009-01-0121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0123
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013 : DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$301,384
Expenses. Total of all expenses incurred2013-12-31$3,425
Benefits paid (including direct rollovers)2013-12-31$2,110
Total plan assets at end of year2013-12-31$1,062,170
Total plan assets at beginning of year2013-12-31$764,211
Value of fidelity bond covering the plan2013-12-31$70,000
Total contributions received or receivable from participants2013-12-31$124,761
Other income received2013-12-31$141,268
Net income (gross income less expenses)2013-12-31$297,959
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,062,170
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$764,211
Assets. Value of participant loans2013-12-31$24,312
Total contributions received or receivable from employer(s)2013-12-31$35,355
Value of certain deemed distributions of participant loans2013-12-31$1,315
2012 : DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$220,979
Expenses. Total of all expenses incurred2012-12-31$5,422
Benefits paid (including direct rollovers)2012-12-31$5,422
Total plan assets at end of year2012-12-31$764,211
Total plan assets at beginning of year2012-12-31$548,654
Value of fidelity bond covering the plan2012-12-31$70,000
Total contributions received or receivable from participants2012-12-31$125,563
Other income received2012-12-31$56,196
Net income (gross income less expenses)2012-12-31$215,557
Net plan assets at end of year (total assets less liabilities)2012-12-31$764,211
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$548,654
Assets. Value of participant loans2012-12-31$26,211
Total contributions received or receivable from employer(s)2012-12-31$39,220
2011 : DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$134,131
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$548,654
Total plan assets at beginning of year2011-12-31$414,523
Value of fidelity bond covering the plan2011-12-31$60,000
Total contributions received or receivable from participants2011-12-31$124,175
Other income received2011-12-31$-27,104
Net income (gross income less expenses)2011-12-31$134,131
Net plan assets at end of year (total assets less liabilities)2011-12-31$548,654
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$414,523
Assets. Value of participant loans2011-12-31$16,002
Total contributions received or receivable from employer(s)2011-12-31$37,060
2010 : DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$172,258
Total plan assets at end of year2010-12-31$414,523
Total plan assets at beginning of year2010-12-31$242,265
Value of fidelity bond covering the plan2010-12-31$40,000
Total contributions received or receivable from participants2010-12-31$99,578
Contributions received from other sources (not participants or employers)2010-12-31$123
Other income received2010-12-31$38,200
Net income (gross income less expenses)2010-12-31$172,258
Net plan assets at end of year (total assets less liabilities)2010-12-31$414,523
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$242,265
Assets. Value of participant loans2010-12-31$9,383
Total contributions received or receivable from employer(s)2010-12-31$34,357
2009 : DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

2013: DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 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: DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 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
2011: DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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