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EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 401k Plan overview

Plan NameEAMES INSURANCE AGENCY INC PROFIT SHARING PLAN
Plan identification number 001

EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

EAMES INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:EAMES INSURANCE AGENCY, INC.
Employer identification number (EIN):042469143
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01BRADFORD EAMES2023-04-14 BRADFORD EAMES2023-04-14
0012019-07-01
0012018-07-01
0012017-07-01BRADFORD EAMES BRADFORD EAMES2018-12-21
0012015-07-01BRADFORD EAMES BRADFORD EAMES2016-12-21
0012014-07-01BRADFORD EAMES BRADFORD EAMES2016-01-22
0012013-07-01BRADFORD EAMES BRADFORD EAMES2014-12-22
0012012-07-01BRADFORD EAMES BRADFORD EAMES2014-04-14
0012011-07-01BRADFORD EAMES BRADFORD EAMES2014-04-07
0012010-07-01BRADFORD EAMES
0012009-07-01BRADFORD EAMES

Plan Statistics for EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN

401k plan membership statisitcs for EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN

Measure Date Value
2021: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-012
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-012
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-012
Number of participants with account balances2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2019: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-012
Total number of active participants reported on line 7a of the Form 55002019-07-012
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-012
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Number of employers contributing to the scheme2019-07-010
2018: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-012
Total number of active participants reported on line 7a of the Form 55002018-07-012
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-012
Number of participants with account balances2018-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-012
Total number of active participants reported on line 7a of the Form 55002017-07-012
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-012
Number of participants with account balances2017-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2015: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-012
Total number of active participants reported on line 7a of the Form 55002015-07-012
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-012
Number of participants with account balances2015-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-012
Total number of active participants reported on line 7a of the Form 55002014-07-012
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-012
Number of participants with account balances2014-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-012
Total number of active participants reported on line 7a of the Form 55002013-07-012
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-012
Number of participants with account balances2013-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-012
Total number of active participants reported on line 7a of the Form 55002012-07-012
Number of retired or separated participants receiving benefits2012-07-010
Total of all active and inactive participants2012-07-012
Total participants2012-07-012
Number of participants with account balances2012-07-012
2011: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-012
Total number of active participants reported on line 7a of the Form 55002011-07-012
Number of retired or separated participants receiving benefits2011-07-010
Total of all active and inactive participants2011-07-012
Total participants2011-07-012
Number of participants with account balances2011-07-012
2010: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-012
Total number of active participants reported on line 7a of the Form 55002010-07-012
Number of retired or separated participants receiving benefits2010-07-010
Total of all active and inactive participants2010-07-012
Total participants2010-07-012
Number of participants with account balances2010-07-012
2009: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-014
Total number of active participants reported on line 7a of the Form 55002009-07-012
Number of retired or separated participants receiving benefits2009-07-012
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-014
Number of participants with account balances2009-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN

Measure Date Value
2022 : EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-06-30$0
Total plan liabilities at beginning of year2022-06-30$0
Total income from all sources2022-06-30$-191,154
Expenses. Total of all expenses incurred2022-06-30$70,695
Benefits paid (including direct rollovers)2022-06-30$58,028
Total plan assets at end of year2022-06-30$2,136,404
Total plan assets at beginning of year2022-06-30$2,398,253
Value of fidelity bond covering the plan2022-06-30$350,000
Total contributions received or receivable from participants2022-06-30$0
Expenses. Other expenses not covered elsewhere2022-06-30$0
Contributions received from other sources (not participants or employers)2022-06-30$0
Other income received2022-06-30$-191,154
Noncash contributions received2022-06-30$0
Net income (gross income less expenses)2022-06-30$-261,849
Net plan assets at end of year (total assets less liabilities)2022-06-30$2,136,404
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$2,398,253
Assets. Value of real-estate (other than employer real property)2022-06-30$0
Total contributions received or receivable from employer(s)2022-06-30$0
Value of certain deemed distributions of participant loans2022-06-30$0
Value of corrective distributions2022-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$12,667
2020 : EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-06-30$254,511
Expenses. Total of all expenses incurred2020-06-30$106,757
Benefits paid (including direct rollovers)2020-06-30$104,045
Total plan assets at end of year2020-06-30$1,611,409
Total plan assets at beginning of year2020-06-30$1,463,655
Value of fidelity bond covering the plan2020-06-30$350,000
Expenses. Other expenses not covered elsewhere2020-06-30$2,712
Other income received2020-06-30$254,511
Net income (gross income less expenses)2020-06-30$147,754
Net plan assets at end of year (total assets less liabilities)2020-06-30$1,611,409
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$1,463,655
Assets. Value of real-estate (other than employer real property)2020-06-30$180,800
2019 : EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-06-30$110,723
Expenses. Total of all expenses incurred2019-06-30$316,402
Benefits paid (including direct rollovers)2019-06-30$65,067
Total plan assets at end of year2019-06-30$1,463,655
Total plan assets at beginning of year2019-06-30$1,669,334
Value of fidelity bond covering the plan2019-06-30$350,000
Expenses. Other expenses not covered elsewhere2019-06-30$251,335
Other income received2019-06-30$110,723
Net income (gross income less expenses)2019-06-30$-205,679
Net plan assets at end of year (total assets less liabilities)2019-06-30$1,463,655
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$1,669,334
Assets. Value of real-estate (other than employer real property)2019-06-30$180,800
2018 : EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-06-30$109,718
Expenses. Total of all expenses incurred2018-06-30$69,316
Benefits paid (including direct rollovers)2018-06-30$67,043
Total plan assets at end of year2018-06-30$1,669,334
Total plan assets at beginning of year2018-06-30$1,628,932
Value of fidelity bond covering the plan2018-06-30$350,000
Expenses. Other expenses not covered elsewhere2018-06-30$2,273
Other income received2018-06-30$109,718
Net income (gross income less expenses)2018-06-30$40,402
Net plan assets at end of year (total assets less liabilities)2018-06-30$1,669,334
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$1,628,932
Assets. Value of real-estate (other than employer real property)2018-06-30$184,400
2016 : EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$19,117
Expenses. Total of all expenses incurred2016-06-30$2,105
Total plan assets at end of year2016-06-30$1,514,016
Total plan assets at beginning of year2016-06-30$1,497,004
Value of fidelity bond covering the plan2016-06-30$200,000
Expenses. Other expenses not covered elsewhere2016-06-30$2,105
Other income received2016-06-30$19,117
Net income (gross income less expenses)2016-06-30$17,012
Net plan assets at end of year (total assets less liabilities)2016-06-30$1,514,016
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$1,497,004
Assets. Value of real-estate (other than employer real property)2016-06-30$184,400
2015 : EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$44,831
Expenses. Total of all expenses incurred2015-06-30$1,968
Total plan assets at end of year2015-06-30$1,497,004
Total plan assets at beginning of year2015-06-30$1,454,141
Value of fidelity bond covering the plan2015-06-30$200,000
Expenses. Other expenses not covered elsewhere2015-06-30$1,968
Other income received2015-06-30$44,831
Net income (gross income less expenses)2015-06-30$42,863
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,497,004
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,454,141
Assets. Value of real-estate (other than employer real property)2015-06-30$184,400
2014 : EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$125,820
Expenses. Total of all expenses incurred2014-06-30$2,766
Total plan assets at end of year2014-06-30$1,454,141
Total plan assets at beginning of year2014-06-30$1,331,087
Value of fidelity bond covering the plan2014-06-30$200,000
Expenses. Other expenses not covered elsewhere2014-06-30$2,766
Other income received2014-06-30$125,820
Net income (gross income less expenses)2014-06-30$123,054
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,454,141
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,331,087
Assets. Value of real-estate (other than employer real property)2014-06-30$175,600
2013 : EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$94,337
Expenses. Total of all expenses incurred2013-06-30$1,773
Total plan assets at end of year2013-06-30$1,331,087
Total plan assets at beginning of year2013-06-30$1,238,523
Value of fidelity bond covering the plan2013-06-30$200,000
Expenses. Other expenses not covered elsewhere2013-06-30$1,773
Other income received2013-06-30$94,337
Net income (gross income less expenses)2013-06-30$92,564
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,331,087
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,238,523
Assets. Value of real-estate (other than employer real property)2013-06-30$188,600
2012 : EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$-156
Expenses. Total of all expenses incurred2012-06-30$1,848
Total plan assets at end of year2012-06-30$1,238,523
Total plan assets at beginning of year2012-06-30$1,240,527
Value of fidelity bond covering the plan2012-06-30$200,000
Expenses. Other expenses not covered elsewhere2012-06-30$1,848
Other income received2012-06-30$-156
Net income (gross income less expenses)2012-06-30$-2,004
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,238,523
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,240,527
Assets. Value of real-estate (other than employer real property)2012-06-30$188,600
2011 : EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$107,855
Expenses. Total of all expenses incurred2011-06-30$1,675
Benefits paid (including direct rollovers)2011-06-30$0
Total plan assets at end of year2011-06-30$1,240,527
Total plan assets at beginning of year2011-06-30$1,134,347
Value of fidelity bond covering the plan2011-06-30$200,000
Total contributions received or receivable from participants2011-06-30$0
Expenses. Other expenses not covered elsewhere2011-06-30$1,675
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$107,855
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$106,180
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,240,527
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,134,347
Assets. Value of real-estate (other than employer real property)2011-06-30$176,700
Total contributions received or receivable from employer(s)2011-06-30$0
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$0

Form 5500 Responses for EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN

2021: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2019: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01First time form 5500 has been submittedYes
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2015: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: EAMES INSURANCE AGENCY INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01First time form 5500 has been submittedYes
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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