INSURANCE & BONDS AGENCY OF TEXAS LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2015 : IBI 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $597,280 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $490,995 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $451,188 |
| Total plan assets at end of year | 2015-12-31 | $4,107,035 |
| Total plan assets at beginning of year | 2015-12-31 | $4,000,750 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $299,552 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $247,512 |
| Other income received | 2015-12-31 | $-127,581 |
| Net income (gross income less expenses) | 2015-12-31 | $106,285 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,107,035 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,000,750 |
| Assets. Value of participant loans | 2015-12-31 | $289,116 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $177,797 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $34,305 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,502 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : IBI 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $693,403 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $223,273 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $218,077 |
| Total plan assets at end of year | 2014-12-31 | $4,000,750 |
| Total plan assets at beginning of year | 2014-12-31 | $3,530,620 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $300,368 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $20,000 |
| Other income received | 2014-12-31 | $208,421 |
| Net income (gross income less expenses) | 2014-12-31 | $470,130 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,000,750 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,530,620 |
| Assets. Value of participant loans | 2014-12-31 | $258,125 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $164,614 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,196 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : IBI 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $902,174 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $215,165 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $198,494 |
| Total plan assets at end of year | 2013-12-31 | $3,530,620 |
| Total plan assets at beginning of year | 2013-12-31 | $2,843,611 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $243,010 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $41,567 |
| Other income received | 2013-12-31 | $485,070 |
| Net income (gross income less expenses) | 2013-12-31 | $687,009 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,530,620 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,843,611 |
| Assets. Value of participant loans | 2013-12-31 | $193,842 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $132,527 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $11,077 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,594 |
| 2012 : IBI 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $626,400 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $232,168 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $227,319 |
| Total plan assets at end of year | 2012-12-31 | $2,843,611 |
| Total plan assets at beginning of year | 2012-12-31 | $2,449,379 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $230,341 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $15,944 |
| Other income received | 2012-12-31 | $284,483 |
| Net income (gross income less expenses) | 2012-12-31 | $394,232 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,843,611 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,449,379 |
| Assets. Value of participant loans | 2012-12-31 | $173,882 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $95,632 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,849 |
| 2011 : IBI 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $135,928 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $362,791 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $357,716 |
| Total plan assets at end of year | 2011-12-31 | $2,449,379 |
| Total plan assets at beginning of year | 2011-12-31 | $2,676,242 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $242,698 |
| Other income received | 2011-12-31 | $-225,403 |
| Net income (gross income less expenses) | 2011-12-31 | $-226,863 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,449,379 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,676,242 |
| Assets. Value of participant loans | 2011-12-31 | $183,238 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $118,633 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $5,075 |
| 2010 : IBI 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $509,495 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $293,177 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $290,646 |
| Total plan assets at end of year | 2010-12-31 | $2,676,242 |
| Total plan assets at beginning of year | 2010-12-31 | $2,459,924 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $266,755 |
| Other income received | 2010-12-31 | $130,447 |
| Net income (gross income less expenses) | 2010-12-31 | $216,318 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,676,242 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,459,924 |
| Assets. Value of participant loans | 2010-12-31 | $140,104 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $112,293 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,531 |
| 2015: IBI 401(K) 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: IBI 401(K) 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: IBI 401(K) 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: IBI 401(K) 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: IBI 401(K) 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: IBI 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
