ADVANCED INSURANCE STRATEGIES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ADVANCED INSURANCE STRATEGIES LLC 401K PLAN
Measure | Date | Value |
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2021: ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
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 | 3 |
Total of all active and inactive participants | 2021-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 9 |
Number of participants with account balances | 2021-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
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 | 3 |
Total of all active and inactive participants | 2020-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 10 |
Number of participants with account balances | 2020-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
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 | 3 |
Total of all active and inactive participants | 2019-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 10 |
Number of participants with account balances | 2019-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 11 |
Number of participants with account balances | 2018-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 15 |
Total participants | 2017-01-01 | 15 |
Number of participants with account balances | 2017-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 9 |
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 | 10 |
Total participants | 2016-01-01 | 10 |
Number of participants with account balances | 2016-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 11 |
Total participants | 2015-01-01 | 11 |
Number of participants with account balances | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
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2021 : ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $226,272 |
Expenses. Total of all expenses incurred | 2021-12-31 | $16,537 |
Benefits paid (including direct rollovers) | 2021-12-31 | $12,915 |
Total plan assets at end of year | 2021-12-31 | $1,062,136 |
Total plan assets at beginning of year | 2021-12-31 | $852,401 |
Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
Total contributions received or receivable from participants | 2021-12-31 | $37,006 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $3,622 |
Other income received | 2021-12-31 | $169,422 |
Net income (gross income less expenses) | 2021-12-31 | $209,735 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,062,136 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $852,401 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $19,844 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $146,552 |
Expenses. Total of all expenses incurred | 2020-12-31 | $2,823 |
Total plan assets at end of year | 2020-12-31 | $852,401 |
Total plan assets at beginning of year | 2020-12-31 | $708,672 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $25,571 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $2,823 |
Other income received | 2020-12-31 | $102,572 |
Net income (gross income less expenses) | 2020-12-31 | $143,729 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $852,401 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $708,672 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $18,409 |
2019 : ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $170,310 |
Expenses. Total of all expenses incurred | 2019-12-31 | $5,910 |
Benefits paid (including direct rollovers) | 2019-12-31 | $5,710 |
Total plan assets at end of year | 2019-12-31 | $708,672 |
Total plan assets at beginning of year | 2019-12-31 | $544,272 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $16,760 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $200 |
Other income received | 2019-12-31 | $138,336 |
Net income (gross income less expenses) | 2019-12-31 | $164,400 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $708,672 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $544,272 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $15,214 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-20,679 |
Expenses. Total of all expenses incurred | 2018-12-31 | $16,524 |
Benefits paid (including direct rollovers) | 2018-12-31 | $16,364 |
Total plan assets at end of year | 2018-12-31 | $544,272 |
Total plan assets at beginning of year | 2018-12-31 | $581,475 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $18,485 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $160 |
Other income received | 2018-12-31 | $-55,376 |
Net income (gross income less expenses) | 2018-12-31 | $-37,203 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $544,272 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $581,475 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $16,212 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $143,332 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,449 |
Benefits paid (including direct rollovers) | 2017-12-31 | $2,424 |
Total plan assets at end of year | 2017-12-31 | $581,475 |
Total plan assets at beginning of year | 2017-12-31 | $440,592 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $23,901 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $25 |
Other income received | 2017-12-31 | $98,178 |
Net income (gross income less expenses) | 2017-12-31 | $140,883 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $581,475 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $440,592 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $21,253 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $81,149 |
Expenses. Total of all expenses incurred | 2016-12-31 | $99,642 |
Benefits paid (including direct rollovers) | 2016-12-31 | $99,617 |
Total plan assets at end of year | 2016-12-31 | $440,592 |
Total plan assets at beginning of year | 2016-12-31 | $459,085 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $20,766 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $25 |
Other income received | 2016-12-31 | $40,443 |
Net income (gross income less expenses) | 2016-12-31 | $-18,493 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $440,592 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $459,085 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $19,940 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $37,308 |
Expenses. Total of all expenses incurred | 2015-12-31 | $22,601 |
Benefits paid (including direct rollovers) | 2015-12-31 | $22,238 |
Total plan assets at end of year | 2015-12-31 | $459,085 |
Total plan assets at beginning of year | 2015-12-31 | $444,378 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $20,818 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $363 |
Other income received | 2015-12-31 | $-3,467 |
Net income (gross income less expenses) | 2015-12-31 | $14,707 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $459,085 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $444,378 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $19,957 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2021: ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2021 form 5500 responses |
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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: ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2020 form 5500 responses |
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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: ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2019 form 5500 responses |
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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: ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2018 form 5500 responses |
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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: ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2017 form 5500 responses |
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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: ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2016 form 5500 responses |
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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: ADVANCED INSURANCE STRATEGIES LLC 401K PLAN 2015 form 5500 responses |
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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 |