Logo

MOSCKER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMOSCKER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

MOSCKER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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

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

Company Name:MOSCKER INSURANCE AGENCY, INC.
Employer identification number (EIN):521757644
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOSCKER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01TERRY MOSCKER
0012015-01-01TERRY MOSCKER
0012014-01-01TERRY MOSCKER2015-07-20
0012013-01-01TERRY MOSCKER2014-10-07
0012012-01-01TERRY L. MOSCKER2013-04-01
0012011-01-01TERRY L. MOSCKER2012-04-04
0012010-01-01TERRY L. MOSCKER2011-03-31

Financial Data on MOSCKER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2016 : MOSCKER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-09-28$0
Total plan liabilities at end of year2016-09-28$0
Total plan liabilities at beginning of year2016-09-28$0
Total income from all sources2016-09-28$12,722
Expenses. Total of all expenses incurred2016-09-28$265,279
Benefits paid (including direct rollovers)2016-09-28$263,894
Total plan assets at end of year2016-09-28$0
Total plan assets at beginning of year2016-09-28$252,557
Value of fidelity bond covering the plan2016-09-28$1,300,000
Total contributions received or receivable from participants2016-09-28$0
Expenses. Other expenses not covered elsewhere2016-09-28$0
Contributions received from other sources (not participants or employers)2016-09-28$0
Other income received2016-09-28$12,722
Noncash contributions received2016-09-28$0
Net income (gross income less expenses)2016-09-28$-252,557
Net plan assets at end of year (total assets less liabilities)2016-09-28$0
Net plan assets at beginning of year (total assets less liabilities)2016-09-28$252,557
Total contributions received or receivable from employer(s)2016-09-28$0
Value of certain deemed distributions of participant loans2016-09-28$0
Value of corrective distributions2016-09-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-28$1,385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-28$0
2015 : MOSCKER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$106,562
Expenses. Total of all expenses incurred2015-12-31$1,270,013
Benefits paid (including direct rollovers)2015-12-31$1,269,096
Total plan assets at end of year2015-12-31$252,557
Total plan assets at beginning of year2015-12-31$1,416,008
Value of fidelity bond covering the plan2015-12-31$1,300,000
Total contributions received or receivable from participants2015-12-31$67,153
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$16,588
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,163,451
Net plan assets at end of year (total assets less liabilities)2015-12-31$252,557
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,416,008
Total contributions received or receivable from employer(s)2015-12-31$22,821
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$917

Form 5500 Responses for MOSCKER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST

2016: MOSCKER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MOSCKER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 )
Policy contract numberP10277
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1