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PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

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

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.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01FRANK KARKOWSKY2024-09-24
0022022-01-01FRANK KARKOWSKY2023-08-25
0022021-01-01FRANK KARKOWSKY2022-09-28
0022020-11-01FRANK KARKOWSKY2021-09-03
0022019-11-01FRANK KARKOWSKY2021-03-23
0022018-11-01FRANK KARKOWSKY2020-04-14
0022017-11-01FRANK KARKOWSKY2019-08-15
0022016-11-01FRANK KARKOWSKY2018-08-14
0022015-11-01FRANK KARKOWSKY
0022014-11-01FRANK S. KARKOWSKY
0022013-11-01FRANK S. KARKOWSKY
0022012-11-01FRANK S. KARKOWSKY
0022011-11-01FRANK S. KARKOWSKY
0022010-11-01JAY KARKOWSKY
0022009-11-01JAY KARKOWSKY

Plan Statistics for PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-0121
Total number of active participants reported on line 7a of the Form 55002015-11-0115
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-016
Total of all active and inactive participants2015-11-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-011
Total participants2015-11-0122
Number of participants with account balances2015-11-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-0122
Total number of active participants reported on line 7a of the Form 55002014-11-0116
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-015
Total of all active and inactive participants2014-11-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-0121
Number of participants with account balances2014-11-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-0122
Total number of active participants reported on line 7a of the Form 55002013-11-0115
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-016
Total of all active and inactive participants2013-11-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-0121
Number of participants with account balances2013-11-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-0122
Total number of active participants reported on line 7a of the Form 55002012-11-0114
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-018
Total of all active and inactive participants2012-11-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-0122
Number of participants with account balances2012-11-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-0122
Total number of active participants reported on line 7a of the Form 55002011-11-0114
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-018
Total of all active and inactive participants2011-11-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-0122
Number of participants with account balances2011-11-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2010: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-0120
Total number of active participants reported on line 7a of the Form 55002010-11-0114
Number of retired or separated participants receiving benefits2010-11-010
Number of other retired or separated participants entitled to future benefits2010-11-018
Total of all active and inactive participants2010-11-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-0122
Number of participants with account balances2010-11-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-011
2009: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-0122
Total number of active participants reported on line 7a of the Form 55002009-11-0114
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-016
Total of all active and inactive participants2009-11-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-0120
Number of participants with account balances2009-11-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-011

Financial Data on PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-10-31$0
Total income from all sources2016-10-31$626,133
Expenses. Total of all expenses incurred2016-10-31$223,175
Benefits paid (including direct rollovers)2016-10-31$222,656
Total plan assets at end of year2016-10-31$7,845,964
Total plan assets at beginning of year2016-10-31$7,443,006
Value of fidelity bond covering the plan2016-10-31$700,000
Total contributions received or receivable from participants2016-10-31$112,039
Expenses. Other expenses not covered elsewhere2016-10-31$519
Other income received2016-10-31$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 loans2016-10-31$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 securities2016-10-31$0
2015 : PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-10-31$0
Total plan liabilities at beginning of year2015-10-31$0
Total income from all sources2015-10-31$-5,730
Expenses. Total of all expenses incurred2015-10-31$19,144
Benefits paid (including direct rollovers)2015-10-31$3,495
Total plan assets at end of year2015-10-31$7,443,006
Total plan assets at beginning of year2015-10-31$7,467,880
Value of fidelity bond covering the plan2015-10-31$700,000
Total contributions received or receivable from participants2015-10-31$92,675
Other income received2015-10-31$-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 loans2015-10-31$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 securities2015-10-31$0
2014 : PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-10-31$0
Total plan liabilities at beginning of year2014-10-31$0
Total income from all sources2014-10-31$1,058,976
Expenses. Total of all expenses incurred2014-10-31$217,356
Benefits paid (including direct rollovers)2014-10-31$199,445
Total plan assets at end of year2014-10-31$7,467,880
Total plan assets at beginning of year2014-10-31$6,626,260
Value of fidelity bond covering the plan2014-10-31$700,000
Total contributions received or receivable from participants2014-10-31$77,122
Expenses. Other expenses not covered elsewhere2014-10-31$386
Other income received2014-10-31$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 loans2014-10-31$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 securities2014-10-31$0
2013 : PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-10-31$0
Total plan liabilities at beginning of year2013-10-31$0
Total income from all sources2013-10-31$1,435,507
Expenses. Total of all expenses incurred2013-10-31$183,430
Benefits paid (including direct rollovers)2013-10-31$167,478
Total plan assets at end of year2013-10-31$6,626,260
Total plan assets at beginning of year2013-10-31$5,374,183
Value of fidelity bond covering the plan2013-10-31$700,000
Total contributions received or receivable from participants2013-10-31$72,300
Expenses. Other expenses not covered elsewhere2013-10-31$371
Other income received2013-10-31$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 securities2013-10-31$0
2012 : PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-10-31$0
Total plan liabilities at beginning of year2012-10-31$0
Total income from all sources2012-10-31$763,226
Expenses. Total of all expenses incurred2012-10-31$718,453
Benefits paid (including direct rollovers)2012-10-31$704,768
Total plan assets at end of year2012-10-31$5,374,183
Total plan assets at beginning of year2012-10-31$5,329,410
Value of fidelity bond covering the plan2012-10-31$700,000
Total contributions received or receivable from participants2012-10-31$73,266
Other income received2012-10-31$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 securities2012-10-31$0
2011 : PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-10-31$0
Total plan liabilities at beginning of year2011-10-31$0
Total income from all sources2011-10-31$308,314
Expenses. Total of all expenses incurred2011-10-31$18,377
Benefits paid (including direct rollovers)2011-10-31$4,565
Total plan assets at end of year2011-10-31$5,329,410
Total plan assets at beginning of year2011-10-31$5,039,473
Value of fidelity bond covering the plan2011-10-31$300,000
Total contributions received or receivable from participants2011-10-31$78,882
Expenses. Other expenses not covered elsewhere2011-10-31$363
Contributions received from other sources (not participants or employers)2011-10-31$367
Other income received2011-10-31$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 securities2011-10-31$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 securities2010-10-31$0

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

2015: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes
2014: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2010: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement – InsuranceYes
2010-11-01Plan benefit arrangement - TrustYes
2009: PASADENA INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes

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