Plan Name | PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PASADENA INSURANCE AGENCY, INC. |
Employer identification number (EIN): | 742141410 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about PASADENA INSURANCE AGENCY, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1977-06-24 |
Company Identification Number: | C0797644 |
Legal Registered Office Address: |
125 E Wheeler Ave Arcadia United States of America (USA) 91006 |
More information about PASADENA INSURANCE AGENCY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | FRANK KARKOWSKY | 2024-09-24 | ||
002 | 2022-01-01 | FRANK KARKOWSKY | 2023-08-25 | ||
002 | 2021-01-01 | FRANK KARKOWSKY | 2022-09-28 | ||
002 | 2020-11-01 | FRANK KARKOWSKY | 2021-09-03 | ||
002 | 2019-11-01 | FRANK KARKOWSKY | 2021-03-23 | ||
002 | 2018-11-01 | FRANK KARKOWSKY | 2020-04-14 | ||
002 | 2017-11-01 | FRANK KARKOWSKY | 2019-08-15 | ||
002 | 2016-11-01 | FRANK KARKOWSKY | 2018-08-14 | ||
002 | 2015-11-01 | FRANK KARKOWSKY | |||
002 | 2014-11-01 | FRANK S. KARKOWSKY | |||
002 | 2013-11-01 | FRANK S. KARKOWSKY | |||
002 | 2012-11-01 | FRANK S. KARKOWSKY | |||
002 | 2011-11-01 | FRANK S. KARKOWSKY | |||
002 | 2010-11-01 | JAY KARKOWSKY | |||
002 | 2009-11-01 | JAY KARKOWSKY |
Measure | Date | Value |
---|---|---|
2015: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-11-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 15 |
Number of retired or separated participants receiving benefits | 2015-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 6 |
Total of all active and inactive participants | 2015-11-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 1 |
Total participants | 2015-11-01 | 22 |
Number of participants with account balances | 2015-11-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 0 |
2014: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-11-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 16 |
Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 5 |
Total of all active and inactive participants | 2014-11-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 0 |
Total participants | 2014-11-01 | 21 |
Number of participants with account balances | 2014-11-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 0 |
2013: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-11-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 15 |
Number of retired or separated participants receiving benefits | 2013-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 6 |
Total of all active and inactive participants | 2013-11-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 0 |
Total participants | 2013-11-01 | 21 |
Number of participants with account balances | 2013-11-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 0 |
2012: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-11-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 14 |
Number of retired or separated participants receiving benefits | 2012-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 8 |
Total of all active and inactive participants | 2012-11-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 0 |
Total participants | 2012-11-01 | 22 |
Number of participants with account balances | 2012-11-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
2011: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-11-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 14 |
Number of retired or separated participants receiving benefits | 2011-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 8 |
Total of all active and inactive participants | 2011-11-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
Total participants | 2011-11-01 | 22 |
Number of participants with account balances | 2011-11-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 0 |
2010: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-11-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 14 |
Number of retired or separated participants receiving benefits | 2010-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-11-01 | 8 |
Total of all active and inactive participants | 2010-11-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-11-01 | 0 |
Total participants | 2010-11-01 | 22 |
Number of participants with account balances | 2010-11-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-11-01 | 1 |
2009: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-11-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 14 |
Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 6 |
Total of all active and inactive participants | 2009-11-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
Total participants | 2009-11-01 | 20 |
Number of participants with account balances | 2009-11-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 1 |
Measure | Date | Value |
---|---|---|
2016 : PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total plan liabilities at beginning of year | 2016-10-31 | $0 |
Total income from all sources | 2016-10-31 | $626,133 |
Expenses. Total of all expenses incurred | 2016-10-31 | $223,175 |
Benefits paid (including direct rollovers) | 2016-10-31 | $222,656 |
Total plan assets at end of year | 2016-10-31 | $7,845,964 |
Total plan assets at beginning of year | 2016-10-31 | $7,443,006 |
Value of fidelity bond covering the plan | 2016-10-31 | $700,000 |
Total contributions received or receivable from participants | 2016-10-31 | $112,039 |
Expenses. Other expenses not covered elsewhere | 2016-10-31 | $519 |
Other income received | 2016-10-31 | $435,390 |
Net income (gross income less expenses) | 2016-10-31 | $402,958 |
Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $7,845,964 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $7,443,006 |
Assets. Value of participant loans | 2016-10-31 | $14,830 |
Total contributions received or receivable from employer(s) | 2016-10-31 | $78,704 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-10-31 | $0 |
2015 : PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-10-31 | $0 |
Total plan liabilities at beginning of year | 2015-10-31 | $0 |
Total income from all sources | 2015-10-31 | $-5,730 |
Expenses. Total of all expenses incurred | 2015-10-31 | $19,144 |
Benefits paid (including direct rollovers) | 2015-10-31 | $3,495 |
Total plan assets at end of year | 2015-10-31 | $7,443,006 |
Total plan assets at beginning of year | 2015-10-31 | $7,467,880 |
Value of fidelity bond covering the plan | 2015-10-31 | $700,000 |
Total contributions received or receivable from participants | 2015-10-31 | $92,675 |
Other income received | 2015-10-31 | $-172,722 |
Net income (gross income less expenses) | 2015-10-31 | $-24,874 |
Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $7,443,006 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $7,467,880 |
Assets. Value of participant loans | 2015-10-31 | $4,882 |
Total contributions received or receivable from employer(s) | 2015-10-31 | $74,317 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $15,649 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-10-31 | $0 |
2014 : PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-10-31 | $0 |
Total plan liabilities at beginning of year | 2014-10-31 | $0 |
Total income from all sources | 2014-10-31 | $1,058,976 |
Expenses. Total of all expenses incurred | 2014-10-31 | $217,356 |
Benefits paid (including direct rollovers) | 2014-10-31 | $199,445 |
Total plan assets at end of year | 2014-10-31 | $7,467,880 |
Total plan assets at beginning of year | 2014-10-31 | $6,626,260 |
Value of fidelity bond covering the plan | 2014-10-31 | $700,000 |
Total contributions received or receivable from participants | 2014-10-31 | $77,122 |
Expenses. Other expenses not covered elsewhere | 2014-10-31 | $386 |
Other income received | 2014-10-31 | $913,055 |
Net income (gross income less expenses) | 2014-10-31 | $841,620 |
Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $7,467,880 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $6,626,260 |
Assets. Value of participant loans | 2014-10-31 | $11,931 |
Total contributions received or receivable from employer(s) | 2014-10-31 | $68,799 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $17,525 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-10-31 | $0 |
2013 : PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-10-31 | $0 |
Total plan liabilities at beginning of year | 2013-10-31 | $0 |
Total income from all sources | 2013-10-31 | $1,435,507 |
Expenses. Total of all expenses incurred | 2013-10-31 | $183,430 |
Benefits paid (including direct rollovers) | 2013-10-31 | $167,478 |
Total plan assets at end of year | 2013-10-31 | $6,626,260 |
Total plan assets at beginning of year | 2013-10-31 | $5,374,183 |
Value of fidelity bond covering the plan | 2013-10-31 | $700,000 |
Total contributions received or receivable from participants | 2013-10-31 | $72,300 |
Expenses. Other expenses not covered elsewhere | 2013-10-31 | $371 |
Other income received | 2013-10-31 | $1,310,797 |
Net income (gross income less expenses) | 2013-10-31 | $1,252,077 |
Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $6,626,260 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $5,374,183 |
Total contributions received or receivable from employer(s) | 2013-10-31 | $52,410 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $15,581 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-31 | $0 |
2012 : PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-10-31 | $0 |
Total plan liabilities at beginning of year | 2012-10-31 | $0 |
Total income from all sources | 2012-10-31 | $763,226 |
Expenses. Total of all expenses incurred | 2012-10-31 | $718,453 |
Benefits paid (including direct rollovers) | 2012-10-31 | $704,768 |
Total plan assets at end of year | 2012-10-31 | $5,374,183 |
Total plan assets at beginning of year | 2012-10-31 | $5,329,410 |
Value of fidelity bond covering the plan | 2012-10-31 | $700,000 |
Total contributions received or receivable from participants | 2012-10-31 | $73,266 |
Other income received | 2012-10-31 | $629,117 |
Net income (gross income less expenses) | 2012-10-31 | $44,773 |
Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $5,374,183 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $5,329,410 |
Total contributions received or receivable from employer(s) | 2012-10-31 | $60,843 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-10-31 | $13,685 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-10-31 | $0 |
2011 : PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-10-31 | $0 |
Total plan liabilities at beginning of year | 2011-10-31 | $0 |
Total income from all sources | 2011-10-31 | $308,314 |
Expenses. Total of all expenses incurred | 2011-10-31 | $18,377 |
Benefits paid (including direct rollovers) | 2011-10-31 | $4,565 |
Total plan assets at end of year | 2011-10-31 | $5,329,410 |
Total plan assets at beginning of year | 2011-10-31 | $5,039,473 |
Value of fidelity bond covering the plan | 2011-10-31 | $300,000 |
Total contributions received or receivable from participants | 2011-10-31 | $78,882 |
Expenses. Other expenses not covered elsewhere | 2011-10-31 | $363 |
Contributions received from other sources (not participants or employers) | 2011-10-31 | $367 |
Other income received | 2011-10-31 | $168,748 |
Net income (gross income less expenses) | 2011-10-31 | $289,937 |
Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $5,329,410 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $5,039,473 |
Total contributions received or receivable from employer(s) | 2011-10-31 | $60,317 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $13,449 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-10-31 | $0 |
2010 : PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-10-31 | $0 |
2015: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
---|---|---|
2015-11-01 | Type of plan entity | Single employer plan |
2015-11-01 | Submission has been amended | No |
2015-11-01 | This submission is the final filing | No |
2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-11-01 | Plan is a collectively bargained plan | No |
2015-11-01 | Plan funding arrangement – Insurance | Yes |
2015-11-01 | Plan funding arrangement – Trust | Yes |
2015-11-01 | Plan benefit arrangement – Insurance | Yes |
2015-11-01 | Plan benefit arrangement - Trust | Yes |
2014: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-11-01 | Type of plan entity | Single employer plan |
2014-11-01 | Submission has been amended | No |
2014-11-01 | This submission is the final filing | No |
2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-11-01 | Plan is a collectively bargained plan | No |
2014-11-01 | Plan funding arrangement – Insurance | Yes |
2014-11-01 | Plan funding arrangement – Trust | Yes |
2014-11-01 | Plan benefit arrangement – Insurance | Yes |
2014-11-01 | Plan benefit arrangement - Trust | Yes |
2013: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-11-01 | Type of plan entity | Single employer plan |
2013-11-01 | Submission has been amended | No |
2013-11-01 | This submission is the final filing | No |
2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-11-01 | Plan is a collectively bargained plan | No |
2013-11-01 | Plan funding arrangement – Insurance | Yes |
2013-11-01 | Plan funding arrangement – Trust | Yes |
2013-11-01 | Plan benefit arrangement – Insurance | Yes |
2013-11-01 | Plan benefit arrangement - Trust | Yes |
2012: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-11-01 | Type of plan entity | Single employer plan |
2012-11-01 | Submission has been amended | No |
2012-11-01 | This submission is the final filing | No |
2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-11-01 | Plan is a collectively bargained plan | No |
2012-11-01 | Plan funding arrangement – Insurance | Yes |
2012-11-01 | Plan funding arrangement – Trust | Yes |
2012-11-01 | Plan benefit arrangement – Insurance | Yes |
2012-11-01 | Plan benefit arrangement - Trust | Yes |
2011: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-11-01 | Type of plan entity | Single employer plan |
2011-11-01 | Submission has been amended | No |
2011-11-01 | This submission is the final filing | No |
2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-11-01 | Plan is a collectively bargained plan | No |
2011-11-01 | Plan funding arrangement – Trust | Yes |
2011-11-01 | Plan benefit arrangement – Insurance | Yes |
2011-11-01 | Plan benefit arrangement - Trust | Yes |
2010: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-11-01 | Type of plan entity | Single employer plan |
2010-11-01 | Submission has been amended | No |
2010-11-01 | This submission is the final filing | No |
2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-11-01 | Plan is a collectively bargained plan | No |
2010-11-01 | Plan funding arrangement – Trust | Yes |
2010-11-01 | Plan benefit arrangement – Insurance | Yes |
2010-11-01 | Plan benefit arrangement - Trust | Yes |
2009: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Submission has been amended | No |
2009-11-01 | This submission is the final filing | No |
2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-11-01 | Plan is a collectively bargained plan | No |
2009-11-01 | Plan funding arrangement – Trust | Yes |
2009-11-01 | Plan benefit arrangement – Insurance | Yes |
2009-11-01 | Plan benefit arrangement - Trust | Yes |