401k Plan data: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN plan

MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan Name	MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN
Plan identification number	001

MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

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

Company Name: MIC INSURANCE SERVICES, INC

Employer identification number (EIN): 222536636

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BETSY CHANDLER 2024-05-09
001 2022-01-01 BETSY CHANDLER 2023-04-04
001 2021-01-01 BETSY CHANDLER 2022-04-04
001 2020-01-01 BETSY CHANDLER 2021-03-08
001 2019-01-01 BETSY CHANDLER 2020-05-15
001 2018-01-01 BETSY CHANDLER 2019-02-27
001 2017-01-01 BETSY CHANDLER 2018-03-09
001 2016-01-01 BETSY CHANDLER 2017-03-16
001 2015-01-01 BETSY CHANDLER
001 2014-01-01 BETSY CHANDLER
001 2013-01-01 BETSY CHANDLER
001 2012-01-01 BETSY CHANDLER
001 2009-01-01 IRENE CARD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	BETSY CHANDLER	2024-05-09
001	2022-01-01	BETSY CHANDLER	2023-04-04
001	2021-01-01	BETSY CHANDLER	2022-04-04
001	2020-01-01	BETSY CHANDLER	2021-03-08
001	2019-01-01	BETSY CHANDLER	2020-05-15
001	2018-01-01	BETSY CHANDLER	2019-02-27
001	2017-01-01	BETSY CHANDLER	2018-03-09
001	2016-01-01	BETSY CHANDLER	2017-03-16
001	2015-01-01	BETSY CHANDLER
001	2014-01-01	BETSY CHANDLER
001	2013-01-01	BETSY CHANDLER
001	2012-01-01	BETSY CHANDLER
001	2009-01-01	IRENE CARD

Plan Statistics for MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN

Measure Date Value
2015: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
2014: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
2013: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
2012: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 4
2009: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2015: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
2014: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
2013: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
2012: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	4
2009: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	4

Financial Data on MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN

Measure	Date	Value
2015 : MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$99,552
Expenses. Total of all expenses incurred	2015-12-31	$15,507
Benefits paid (including direct rollovers)	2015-12-31	$15,507
Total plan assets at end of year	2015-12-31	$1,171,265
Total plan assets at beginning of year	2015-12-31	$1,087,220
Total contributions received or receivable from participants	2015-12-31	$44,231
Other income received	2015-12-31	$-5,848
Net income (gross income less expenses)	2015-12-31	$84,045
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,171,265
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,087,220
Total contributions received or receivable from employer(s)	2015-12-31	$61,169
2014 : MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$138,148
Expenses. Total of all expenses incurred	2014-12-31	$14,426
Benefits paid (including direct rollovers)	2014-12-31	$14,426
Total plan assets at end of year	2014-12-31	$1,087,220
Total plan assets at beginning of year	2014-12-31	$963,498
Total contributions received or receivable from participants	2014-12-31	$42,900
Other income received	2014-12-31	$78,491
Net income (gross income less expenses)	2014-12-31	$123,722
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,087,220
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$963,498
Total contributions received or receivable from employer(s)	2014-12-31	$16,757
2013 : MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$260,869
Expenses. Total of all expenses incurred	2013-12-31	$12,559
Benefits paid (including direct rollovers)	2013-12-31	$12,439
Total plan assets at end of year	2013-12-31	$963,498
Total plan assets at beginning of year	2013-12-31	$715,188
Total contributions received or receivable from participants	2013-12-31	$54,700
Expenses. Other expenses not covered elsewhere	2013-12-31	$120
Other income received	2013-12-31	$185,702
Net income (gross income less expenses)	2013-12-31	$248,310
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$963,498
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$715,188
Total contributions received or receivable from employer(s)	2013-12-31	$20,467
2012 : MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$155,896
Expenses. Total of all expenses incurred	2012-12-31	$9,254
Benefits paid (including direct rollovers)	2012-12-31	$9,134
Total plan assets at end of year	2012-12-31	$715,188
Total plan assets at beginning of year	2012-12-31	$568,546
Value of fidelity bond covering the plan	2012-12-31	$125,000
Total contributions received or receivable from participants	2012-12-31	$53,200
Expenses. Other expenses not covered elsewhere	2012-12-31	$120
Other income received	2012-12-31	$86,331
Net income (gross income less expenses)	2012-12-31	$146,642
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$715,188
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$568,546
Total contributions received or receivable from employer(s)	2012-12-31	$16,365
2011 : MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$67,321
Expenses. Total of all expenses incurred	2011-12-31	$8,252
Benefits paid (including direct rollovers)	2011-12-31	$8,132
Total plan assets at end of year	2011-12-31	$568,546
Total plan assets at beginning of year	2011-12-31	$509,477
Value of fidelity bond covering the plan	2011-12-31	$125,000
Total contributions received or receivable from participants	2011-12-31	$51,600
Expenses. Other expenses not covered elsewhere	2011-12-31	$120
Other income received	2011-12-31	$-20
Net income (gross income less expenses)	2011-12-31	$59,069
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$568,546
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$509,477
Total contributions received or receivable from employer(s)	2011-12-31	$15,741
2010 : MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$114,016
Expenses. Total of all expenses incurred	2010-12-31	$6,536
Benefits paid (including direct rollovers)	2010-12-31	$6,417
Total plan assets at end of year	2010-12-31	$509,477
Total plan assets at beginning of year	2010-12-31	$401,997
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$46,200
Expenses. Other expenses not covered elsewhere	2010-12-31	$119
Other income received	2010-12-31	$52,016
Net income (gross income less expenses)	2010-12-31	$107,480
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$509,477
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$401,997
Total contributions received or receivable from employer(s)	2010-12-31	$15,800
2009 : MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$13,710
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN

2015: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: MIC INSURANCE SERVICES SAFE HARBOR 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MIC INSURANCE SERVICES, INC
Employer identification number (EIN):	222536636
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages