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ACCURATE INSURANCE INC 401(K) PLAN 401k Plan overview

Plan NameACCURATE INSURANCE INC 401(K) PLAN
Plan identification number 001

ACCURATE INSURANCE INC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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

Company Name:ACCURATE INSURANCE, INC
Employer identification number (EIN):420751166
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about ACCURATE INSURANCE, INC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2009-04-30
Company Identification Number: P09000038633
Legal Registered Office Address: 8300 WEST FLAGLER ST

MIAMI

33144

More information about ACCURATE INSURANCE, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCURATE INSURANCE INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MONA L ANDERSON2023-04-28 MONA L ANDERSON2023-04-28
0012021-01-01MONA L ANDERSON2022-07-01 MONA L ANDERSON2022-07-01
0012020-01-01MONA L ANDERSON2021-05-10
0012019-01-01MONA L ANDERSON2020-05-21 MONA L ANDERSON2020-05-21
0012018-01-01MONA ANDERSON2019-06-06 ACCURATE INSURANCE INC 401K2019-06-06
0012017-01-01MONA ANDERSON2018-07-24
0012016-01-01MONA ANDERSON2017-05-17 MONA ANDERSON2017-05-17
0012015-01-01MONA L ANDERSON2016-05-20 MONA L ANDERSON2016-05-20
0012014-01-01MONA ANDERSON2015-09-15 MONA ANDERSON2015-09-15
0012013-01-01MONA ANDERSON MONA ANDERSON2015-09-15
0012012-01-01MONA MCKNELLY MONA MCKNELLY2015-07-23
0012011-01-01RICHARD DELASHMUTT RICHARD DELASHMUTT2012-03-28
0012010-01-01RICHARD DELASHMUTT RICHARD DELASHMUTT2011-06-01
0012009-01-01RICHARD DELASHMUTT RICHARD DELASHMUTT2010-07-01

Plan Statistics for ACCURATE INSURANCE INC 401(K) PLAN

401k plan membership statisitcs for ACCURATE INSURANCE INC 401(K) PLAN

Measure Date Value
2013: ACCURATE INSURANCE INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ACCURATE INSURANCE INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ACCURATE INSURANCE INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ACCURATE INSURANCE INC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: ACCURATE INSURANCE INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on ACCURATE INSURANCE INC 401(K) PLAN

Measure Date Value
2013 : ACCURATE INSURANCE INC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$34,642
Expenses. Total of all expenses incurred2013-12-31$419
Total plan assets at end of year2013-12-31$190,129
Total plan assets at beginning of year2013-12-31$155,906
Value of fidelity bond covering the plan2013-12-31$25,000
Total contributions received or receivable from participants2013-12-31$22,765
Other income received2013-12-31$6,645
Net income (gross income less expenses)2013-12-31$34,223
Net plan assets at end of year (total assets less liabilities)2013-12-31$190,129
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$155,906
Assets. Value of assets in partnership/joint-venture interests2013-12-31$101,931
Total contributions received or receivable from employer(s)2013-12-31$5,232
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$419
2012 : ACCURATE INSURANCE INC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$63,724
Expenses. Total of all expenses incurred2012-12-31$97,588
Benefits paid (including direct rollovers)2012-12-31$97,588
Total plan assets at end of year2012-12-31$155,906
Total plan assets at beginning of year2012-12-31$189,770
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$22,518
Other income received2012-12-31$41,206
Net income (gross income less expenses)2012-12-31$-33,864
Net plan assets at end of year (total assets less liabilities)2012-12-31$155,906
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$189,770
Assets. Value of assets in partnership/joint-venture interests2012-12-31$103,916
2011 : ACCURATE INSURANCE INC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$23,747
Total plan assets at end of year2011-12-31$189,770
Total plan assets at beginning of year2011-12-31$166,023
Value of fidelity bond covering the plan2011-12-31$20,000
Total contributions received or receivable from participants2011-12-31$24,376
Other income received2011-12-31$-629
Net income (gross income less expenses)2011-12-31$23,747
Net plan assets at end of year (total assets less liabilities)2011-12-31$189,770
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$166,023
Assets. Value of assets in partnership/joint-venture interests2011-12-31$62,756
2010 : ACCURATE INSURANCE INC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$18,530
Total plan assets at end of year2010-12-31$166,023
Total plan assets at beginning of year2010-12-31$147,493
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$17,455
Other income received2010-12-31$-8,713
Net income (gross income less expenses)2010-12-31$18,530
Net plan assets at end of year (total assets less liabilities)2010-12-31$166,023
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$147,493
Assets. Value of assets in partnership/joint-venture interests2010-12-31$56,250
Total contributions received or receivable from employer(s)2010-12-31$9,788

Form 5500 Responses for ACCURATE INSURANCE INC 401(K) PLAN

2013: ACCURATE INSURANCE INC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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
2013-01-01Plan benefit arrangement - TrustYes
2012: ACCURATE INSURANCE INC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ACCURATE INSURANCE INC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ACCURATE INSURANCE INC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ACCURATE INSURANCE INC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number17412
Policy instance 1
Insurance contract or identification number17412
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,194
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?No
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
Commission paid to Insurance BrokerUSD $955
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCHAD MIHM

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