INDEPENDENT INSURANCE AGENTS OF TEXAS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN
401k plan membership statisitcs for INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN
| Measure | Date | Value |
|---|
| 2018: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 0 |
| Number of participants with account balances | 2018-01-01 | 0 |
| 2017: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 27 |
| Total of all active and inactive participants | 2017-01-01 | 59 |
| Total participants | 2017-01-01 | 59 |
| Number of participants with account balances | 2017-01-01 | 59 |
| 2016: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 28 |
| Total of all active and inactive participants | 2016-01-01 | 54 |
| Total participants | 2016-01-01 | 54 |
| Number of participants with account balances | 2016-01-01 | 54 |
| 2015: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 26 |
| Total of all active and inactive participants | 2015-01-01 | 54 |
| Total participants | 2015-01-01 | 54 |
| Number of participants with account balances | 2015-01-01 | 54 |
| 2014: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 18 |
| Total of all active and inactive participants | 2014-01-01 | 44 |
| Total participants | 2014-01-01 | 44 |
| Number of participants with account balances | 2014-01-01 | 44 |
| 2013: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 17 |
| Total of all active and inactive participants | 2013-01-01 | 46 |
| Total participants | 2013-01-01 | 46 |
| Number of participants with account balances | 2013-01-01 | 46 |
| 2012: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 14 |
| Total of all active and inactive participants | 2012-01-01 | 46 |
| Total participants | 2012-01-01 | 46 |
| Number of participants with account balances | 2012-01-01 | 46 |
| 2011: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 15 |
| Total of all active and inactive participants | 2011-01-01 | 46 |
| Total participants | 2011-01-01 | 46 |
| 2009: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 34 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 14 |
| Total of all active and inactive participants | 2009-01-01 | 48 |
| Total participants | 2009-01-01 | 48 |
| Measure | Date | Value |
|---|
| 2018 : INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-04-02 | $-1,942,766 |
| Total income from all sources | 2018-04-02 | $40,145 |
| Expenses. Total of all expenses incurred | 2018-04-02 | $402,094 |
| Benefits paid (including direct rollovers) | 2018-04-02 | $371,415 |
| Total plan assets at end of year | 2018-04-02 | $0 |
| Total plan assets at beginning of year | 2018-04-02 | $2,304,715 |
| Value of fidelity bond covering the plan | 2018-04-02 | $2,000,000 |
| Total contributions received or receivable from participants | 2018-04-02 | $34,123 |
| Other income received | 2018-04-02 | $-18,217 |
| Net income (gross income less expenses) | 2018-04-02 | $-361,949 |
| Net plan assets at end of year (total assets less liabilities) | 2018-04-02 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-04-02 | $2,304,715 |
| Assets. Value of participant loans | 2018-04-02 | $0 |
| Total contributions received or receivable from employer(s) | 2018-04-02 | $24,239 |
| Value of certain deemed distributions of participant loans | 2018-04-02 | $30,629 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-04-02 | $50 |
| 2017 : INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $674,121 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $590,622 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $589,112 |
| Total plan assets at end of year | 2017-12-31 | $2,304,715 |
| Total plan assets at beginning of year | 2017-12-31 | $2,221,216 |
| Value of fidelity bond covering the plan | 2017-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $157,209 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $30,758 |
| Other income received | 2017-12-31 | $384,605 |
| Net income (gross income less expenses) | 2017-12-31 | $83,499 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,304,715 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,221,216 |
| Assets. Value of participant loans | 2017-12-31 | $75,659 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $101,549 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $300 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,210 |
| 2016 : INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $344,952 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $56,795 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $56,670 |
| Total plan assets at end of year | 2016-12-31 | $2,221,216 |
| Total plan assets at beginning of year | 2016-12-31 | $1,933,059 |
| Value of fidelity bond covering the plan | 2016-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $125,745 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $3,192 |
| Other income received | 2016-12-31 | $124,333 |
| Net income (gross income less expenses) | 2016-12-31 | $288,157 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,221,216 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,933,059 |
| Assets. Value of participant loans | 2016-12-31 | $87,332 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $91,682 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $125 |
| 2015 : INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $307,714 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $655,674 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $655,374 |
| Total plan assets at end of year | 2015-12-31 | $1,933,059 |
| Total plan assets at beginning of year | 2015-12-31 | $2,281,019 |
| Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $140,674 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $44,078 |
| Other income received | 2015-12-31 | $21,959 |
| Net income (gross income less expenses) | 2015-12-31 | $-347,960 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,933,059 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,281,019 |
| Assets. Value of participant loans | 2015-12-31 | $88,602 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $101,003 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $300 |
| 2014 : INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $336,307 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $452,012 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $451,882 |
| Total plan assets at end of year | 2014-12-31 | $2,281,019 |
| Total plan assets at beginning of year | 2014-12-31 | $2,396,724 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $122,016 |
| Other income received | 2014-12-31 | $142,460 |
| Net income (gross income less expenses) | 2014-12-31 | $-115,705 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,281,019 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,396,724 |
| Assets. Value of participant loans | 2014-12-31 | $49,271 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $71,831 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $130 |
| 2013 : INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $648,697 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $26,998 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $26,773 |
| Total plan assets at end of year | 2013-12-31 | $2,396,724 |
| Total plan assets at beginning of year | 2013-12-31 | $1,775,025 |
| Value of fidelity bond covering the plan | 2013-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $139,801 |
| Other income received | 2013-12-31 | $428,660 |
| Net income (gross income less expenses) | 2013-12-31 | $621,699 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,396,724 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,775,025 |
| Assets. Value of participant loans | 2013-12-31 | $53,863 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $80,236 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $225 |
| 2012 : INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $415,234 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $544,616 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $544,248 |
| Total plan assets at end of year | 2012-12-31 | $1,775,025 |
| Total plan assets at beginning of year | 2012-12-31 | $1,904,407 |
| Value of fidelity bond covering the plan | 2012-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $121,183 |
| Other income received | 2012-12-31 | $214,541 |
| Net income (gross income less expenses) | 2012-12-31 | $-129,382 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,775,025 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,904,407 |
| Assets. Value of participant loans | 2012-12-31 | $68,198 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $79,510 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $368 |
| 2011 : INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $246,360 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $427,221 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $426,971 |
| Total plan assets at end of year | 2011-12-31 | $1,904,407 |
| Total plan assets at beginning of year | 2011-12-31 | $2,085,267 |
| Value of fidelity bond covering the plan | 2011-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $141,442 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $41,860 |
| Other income received | 2011-12-31 | $-14,745 |
| Net income (gross income less expenses) | 2011-12-31 | $-180,861 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,904,407 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,085,267 |
| Assets. Value of participant loans | 2011-12-31 | $74,045 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $77,803 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $250 |
| 2010 : INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $452,383 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $120,389 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $120,163 |
| Total plan assets at end of year | 2010-12-31 | $2,085,267 |
| Total plan assets at beginning of year | 2010-12-31 | $1,753,273 |
| Value of fidelity bond covering the plan | 2010-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $135,206 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $6,362 |
| Other income received | 2010-12-31 | $232,918 |
| Net income (gross income less expenses) | 2010-12-31 | $331,994 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,085,267 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,753,273 |
| Assets. Value of participant loans | 2010-12-31 | $51,024 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $77,897 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $226 |
| 2018: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 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 | Yes |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 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: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 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: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 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: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 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: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 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: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 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: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 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 |
| 2011: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: INDEPENDENT INSURANCE AGENTS OF TEXAS 401K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
