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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
0012023-01-01MONA L ANDERSON2024-06-18 MONA L ANDERSON2024-06-18
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

Financial Data on ACCURATE INSURANCE INC 401(K) PLAN

Measure Date Value
2025 : ACCURATE INSURANCE INC 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-030
Total expenses incurred by plan in this plan year2025-06-0332874
Net assets as of the end of the plan year2025-06-03191989
Total assets as of the beginning of the plan year2025-06-03184267
Value of plan covered by a fidelity bond2025-06-03500000
Participant contributions to plan in this plan year2025-06-0313068
Value of participant loans at end of plan year2025-06-034926
Other income to plan in this plan year2025-06-0319170
Plan net income in this plan year2025-06-037722
Net assets as of the end of the plan year2025-06-03191989
Net assets as of the beginning of the plan year2025-06-03184267
Employer contributions to plan in this plan year2025-06-038358
Fees paid to broker by Benefit Provider2025-06-03251
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-03388
2024 : ACCURATE INSURANCE INC 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-180
Total expenses incurred by plan in this plan year2024-06-181225
Net assets as of the end of the plan year2024-06-18184267
Total assets as of the beginning of the plan year2024-06-18142624
Value of plan covered by a fidelity bond2024-06-18500000
Participant contributions to plan in this plan year2024-06-1813323
Value of participant loans at end of plan year2024-06-180
Other income to plan in this plan year2024-06-1822404
Plan net income in this plan year2024-06-1841643
Net assets as of the end of the plan year2024-06-18184267
Net assets as of the beginning of the plan year2024-06-18142624
Employer contributions to plan in this plan year2024-06-187141
Fees paid to broker by Benefit Provider2024-06-18395
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-180
2022 : ACCURATE INSURANCE INC 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-07-010
Total expenses incurred by plan in this plan year2022-07-010
Net assets as of the end of the plan year2022-07-01149528
Total assets as of the beginning of the plan year2022-07-01115806
Value of plan covered by a fidelity bond2022-07-01500000
Participant contributions to plan in this plan year2022-07-0111952
Value of participant loans at end of plan year2022-07-012204
Other income to plan in this plan year2022-07-0114629
Plan net income in this plan year2022-07-0133722
Net assets as of the end of the plan year2022-07-01149528
Net assets as of the beginning of the plan year2022-07-01115806
Employer contributions to plan in this plan year2022-07-017141
Fees paid to broker by Benefit Provider2022-07-01321
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-010
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

Potentially related plans

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