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CONCKLIN INSURANCE AGENCY 401K PLAN 401k Plan overview

Plan NameCONCKLIN INSURANCE AGENCY 401K PLAN
Plan identification number 001

CONCKLIN INSURANCE AGENCY 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

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

Company Name:CONCKLIN INSURANCE AGENCY, INC.
Employer identification number (EIN):363862285
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about CONCKLIN INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2002-07-01
Company Identification Number: 0800101604
Legal Registered Office Address: 240 WESTMORE MEYERS RD

LOMBARD
United States of America (USA)
60148

More information about CONCKLIN INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONCKLIN INSURANCE AGENCY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01CRAIG CONCKLIN CRAIG CONCKLIN2015-06-17
0012013-01-01CRAIG CONCKLIN CRAIG CONCKLIN2014-05-28
0012012-01-01CRAIG CONCKLIN CRAIG CONCKLIN2013-05-28
0012011-01-01CRAIG CONCKLIN

Plan Statistics for CONCKLIN INSURANCE AGENCY 401K PLAN

401k plan membership statisitcs for CONCKLIN INSURANCE AGENCY 401K PLAN

Measure Date Value
2014: CONCKLIN INSURANCE AGENCY 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0117
Number of participants with account balances2014-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CONCKLIN INSURANCE AGENCY 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0117
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0118
Number of participants with account balances2013-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CONCKLIN INSURANCE AGENCY 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0115
Number of participants with account balances2012-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CONCKLIN INSURANCE AGENCY 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0118
Total number of active participants reported on line 7a of the Form 55002011-01-0118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0118
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on CONCKLIN INSURANCE AGENCY 401K PLAN

Measure Date Value
2014 : CONCKLIN INSURANCE AGENCY 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$147,324
Expenses. Total of all expenses incurred2014-12-31$116,771
Benefits paid (including direct rollovers)2014-12-31$115,937
Total plan assets at end of year2014-12-31$1,293,302
Total plan assets at beginning of year2014-12-31$1,262,749
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$81,401
Expenses. Other expenses not covered elsewhere2014-12-31$223
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$59,138
Net income (gross income less expenses)2014-12-31$30,553
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,293,302
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,262,749
Assets. Value of participant loans2014-12-31$27,236
Total contributions received or receivable from employer(s)2014-12-31$6,785
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$611
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : CONCKLIN INSURANCE AGENCY 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$270,860
Expenses. Total of all expenses incurred2013-12-31$24
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,262,749
Total plan assets at beginning of year2013-12-31$991,913
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$65,640
Expenses. Other expenses not covered elsewhere2013-12-31$24
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$199,899
Net income (gross income less expenses)2013-12-31$270,836
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,262,749
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$991,913
Assets. Value of participant loans2013-12-31$2,113
Total contributions received or receivable from employer(s)2013-12-31$5,321
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : CONCKLIN INSURANCE AGENCY 401K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$186,250
Expenses. Total of all expenses incurred2012-12-31$48,042
Benefits paid (including direct rollovers)2012-12-31$47,924
Total plan assets at end of year2012-12-31$991,913
Total plan assets at beginning of year2012-12-31$853,705
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$82,821
Expenses. Other expenses not covered elsewhere2012-12-31$118
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$97,681
Net income (gross income less expenses)2012-12-31$138,208
Net plan assets at end of year (total assets less liabilities)2012-12-31$991,913
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$853,705
Assets. Value of participant loans2012-12-31$6,804
Total contributions received or receivable from employer(s)2012-12-31$5,748
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : CONCKLIN INSURANCE AGENCY 401K PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$66,030
Expenses. Total of all expenses incurred2011-12-31$5,074
Benefits paid (including direct rollovers)2011-12-31$5,000
Total plan assets at end of year2011-12-31$853,705
Total plan assets at beginning of year2011-12-31$792,749
Total contributions received or receivable from participants2011-12-31$68,358
Expenses. Other expenses not covered elsewhere2011-12-31$74
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-8,167
Net income (gross income less expenses)2011-12-31$60,956
Net plan assets at end of year (total assets less liabilities)2011-12-31$853,705
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$792,749
Assets. Value of participant loans2011-12-31$6,544
Total contributions received or receivable from employer(s)2011-12-31$5,839
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : CONCKLIN INSURANCE AGENCY 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$166,800
Expenses. Total of all expenses incurred2010-12-31$3,658
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$792,749
Total plan assets at beginning of year2010-12-31$629,607
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$68,086
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$92,891
Net income (gross income less expenses)2010-12-31$163,142
Net plan assets at end of year (total assets less liabilities)2010-12-31$792,749
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$629,607
Assets. Value of participant loans2010-12-31$7,353
Total contributions received or receivable from employer(s)2010-12-31$5,823
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$3,359
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$299

Form 5500 Responses for CONCKLIN INSURANCE AGENCY 401K PLAN

2014: CONCKLIN INSURANCE AGENCY 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CONCKLIN INSURANCE AGENCY 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CONCKLIN INSURANCE AGENCY 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CONCKLIN INSURANCE AGENCY 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822953
Policy instance 1
Insurance contract or identification numberGA-822953
Number of Individuals Covered13
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,402
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,402
Insurance broker organization code?3
Insurance broker nameCONKLIN INSURANCE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822953
Policy instance 1
Insurance contract or identification numberGA-822953
Number of Individuals Covered13
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,124
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,124
Insurance broker organization code?3
Insurance broker nameCONCKLIN INS AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822953
Policy instance 1
Insurance contract or identification numberGA-822953
Number of Individuals Covered14
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,818
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,818
Insurance broker organization code?3
Insurance broker nameCONCKLIN INS AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822953
Policy instance 1
Insurance contract or identification numberGA-822953
Number of Individuals Covered15
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,205
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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