401k Plan data: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN plan

INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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

INSURANCE UNLIMITED OF LA, INC. has sponsored the creation of one or more 401k plans.

Company Name: INSURANCE UNLIMITED OF LA, INC.

Employer identification number (EIN): 720793531

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about INSURANCE UNLIMITED OF LA, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2009-03-30

Company Identification Number: 0801104684

Legal Registered Office Address: 1600 N COLLINS BLVD

RICHARDSON
United States of America (USA)
75080

More information about INSURANCE UNLIMITED OF LA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 PAUL LANIER PAUL LANIER 2016-10-05
001 2014-01-01 PAUL LANIER PAUL LANIER 2015-09-22
001 2013-01-01 PAUL LANIER PAUL LANIER 2014-06-12
001 2012-01-01 PAUL LANIER
001 2011-01-01 PAUL LANIER
001 2009-01-01 PAUL LANIER PAUL LANIER 2010-06-29

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	PAUL LANIER	PAUL LANIER	2016-10-05
001	2014-01-01	PAUL LANIER	PAUL LANIER	2015-09-22
001	2013-01-01	PAUL LANIER	PAUL LANIER	2014-06-12
001	2012-01-01	PAUL LANIER
001	2011-01-01	PAUL LANIER
001	2009-01-01	PAUL LANIER	PAUL LANIER	2010-06-29

Plan Statistics for INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 38
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 43
Number of participants with account balances 2015-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 42
Number of participants with account balances 2014-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 36
Number of participants with account balances 2013-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 32
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 40
Number of participants with account balances 2012-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 34
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 42
Number of participants with account balances 2011-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 28
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 34
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	38
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	43
Number of participants with account balances	2015-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	42
Number of participants with account balances	2014-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	36
Number of participants with account balances	2013-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	32
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	40
Number of participants with account balances	2012-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	34
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	42
Number of participants with account balances	2011-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	28
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	34
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$25,551
Expenses. Total of all expenses incurred	2015-12-31	$200,531
Benefits paid (including direct rollovers)	2015-12-31	$200,431
Total plan assets at end of year	2015-12-31	$805,718
Total plan assets at beginning of year	2015-12-31	$980,698
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$61,935
Other income received	2015-12-31	$-36,384
Net income (gross income less expenses)	2015-12-31	$-174,980
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$805,718
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$980,698
Assets. Value of participant loans	2015-12-31	$5,072
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$100
2014 : INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$130,759
Expenses. Total of all expenses incurred	2014-12-31	$9,477
Benefits paid (including direct rollovers)	2014-12-31	$9,377
Total plan assets at end of year	2014-12-31	$980,698
Total plan assets at beginning of year	2014-12-31	$859,416
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$61,309
Contributions received from other sources (not participants or employers)	2014-12-31	$4,463
Other income received	2014-12-31	$64,987
Net income (gross income less expenses)	2014-12-31	$121,282
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$980,698
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$859,416
Assets. Value of participant loans	2014-12-31	$7,363
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$100
2013 : INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$270,758
Expenses. Total of all expenses incurred	2013-12-31	$2,246
Benefits paid (including direct rollovers)	2013-12-31	$2,096
Total plan assets at end of year	2013-12-31	$859,416
Total plan assets at beginning of year	2013-12-31	$590,904
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$63,220
Other income received	2013-12-31	$207,538
Net income (gross income less expenses)	2013-12-31	$268,512
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$859,416
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$590,904
Assets. Value of participant loans	2013-12-31	$9,579
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$150
2012 : INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$140,754
Expenses. Total of all expenses incurred	2012-12-31	$275
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$590,904
Total plan assets at beginning of year	2012-12-31	$450,425
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$65,404
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$75,350
Net income (gross income less expenses)	2012-12-31	$140,479
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$590,904
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$450,425
Assets. Value of participant loans	2012-12-31	$544
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$225
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$50
2011 : INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$39,694
Expenses. Total of all expenses incurred	2011-12-31	$3,998
Benefits paid (including direct rollovers)	2011-12-31	$1,951
Total plan assets at end of year	2011-12-31	$450,425
Total plan assets at beginning of year	2011-12-31	$414,729
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$65,159
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-25,465
Net income (gross income less expenses)	2011-12-31	$35,696
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$450,425
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$414,729
Assets. Value of participant loans	2011-12-31	$1,250
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$1,997
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50
2010 : INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$119,089
Expenses. Total of all expenses incurred	2010-12-31	$203
Benefits paid (including direct rollovers)	2010-12-31	$103
Total plan assets at end of year	2010-12-31	$414,729
Total plan assets at beginning of year	2010-12-31	$295,843
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$61,129
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$57,960
Net income (gross income less expenses)	2010-12-31	$118,886
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$414,729
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$295,843
Assets. Value of participant loans	2010-12-31	$1,933
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$100

Form 5500 Responses for INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN

2015: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: INSURANCE UNLIMITED OF LA, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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INSURANCE UNLIMITED, INC. 401(K) PLAN [EIN = 830308803]

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Company Name:	INSURANCE UNLIMITED OF LA, INC.
Employer identification number (EIN):	720793531
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2009-03-30
Company Identification Number:	0801104684
Legal Registered Office Address:	1600 N COLLINS BLVD RICHARDSON United States of America (USA) 75080