401k Plan data: COWAN CARROL GROUP RETIREMENT PLAN plan

COWAN CARROL GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	COWAN CARROL GROUP RETIREMENT PLAN
Plan identification number	001

COWAN CARROL GROUP RETIREMENT 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.
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

COWAN CARROLL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: COWAN CARROLL GROUP, INC.

Employer identification number (EIN): 851295142

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COWAN CARROL GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-06-05

Plan Statistics for COWAN CARROL GROUP RETIREMENT PLAN

401k plan membership statisitcs for COWAN CARROL GROUP RETIREMENT PLAN

Measure Date Value
2023: COWAN CARROL GROUP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 3
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 3
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: COWAN CARROL GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COWAN CARROL GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COWAN CARROL GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-05 1
Total number of active participants reported on line 7a of the Form 5500 2020-06-05 1
Number of retired or separated participants receiving benefits 2020-06-05 0
Number of other retired or separated participants entitled to future benefits 2020-06-05 0
Total of all active and inactive participants 2020-06-05 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-05 0
Total participants 2020-06-05 1
Number of participants with account balances 2020-06-05 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-05 0

Measure	Date	Value
2023: COWAN CARROL GROUP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	3
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	3
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: COWAN CARROL GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COWAN CARROL GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COWAN CARROL GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-05	1
Total number of active participants reported on line 7a of the Form 5500	2020-06-05	1
Number of retired or separated participants receiving benefits	2020-06-05	0
Number of other retired or separated participants entitled to future benefits	2020-06-05	0
Total of all active and inactive participants	2020-06-05	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-05	0
Total participants	2020-06-05	1
Number of participants with account balances	2020-06-05	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-05	0

Financial Data on COWAN CARROL GROUP RETIREMENT PLAN

Measure	Date	Value
2023 : COWAN CARROL GROUP RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$18,568
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$222,559
Total plan assets at beginning of year	2023-12-31	$203,991
Value of fidelity bond covering the plan	2023-12-31	$25,000
Other income received	2023-12-31	$18,568
Net income (gross income less expenses)	2023-12-31	$18,568
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$222,559
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$203,991
Assets. Value of employer securities	2023-12-31	$222,131
2022 : COWAN CARROL GROUP RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$33,566
Expenses. Total of all expenses incurred	2022-12-31	$75
Benefits paid (including direct rollovers)	2022-12-31	$75
Total plan assets at end of year	2022-12-31	$203,991
Total plan assets at beginning of year	2022-12-31	$170,500
Value of fidelity bond covering the plan	2022-12-31	$25,000
Contributions received from other sources (not participants or employers)	2022-12-31	$59,738
Other income received	2022-12-31	$-26,172
Net income (gross income less expenses)	2022-12-31	$33,491
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$203,991
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$170,500
Assets. Value of employer securities	2022-12-31	$203,564
2021 : COWAN CARROL GROUP RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$36,369
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$170,500
Total plan assets at beginning of year	2021-12-31	$134,131
Other income received	2021-12-31	$36,369
Net income (gross income less expenses)	2021-12-31	$36,369
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$170,500
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$134,131
Assets. Value of employer securities	2021-12-31	$170,000
2020 : COWAN CARROL GROUP RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$134,131
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$134,131
Total plan assets at beginning of year	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$225,000
Other income received	2020-12-31	$-90,869
Net income (gross income less expenses)	2020-12-31	$134,131
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$134,131
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$133,631

Form 5500 Responses for COWAN CARROL GROUP RETIREMENT PLAN

2023: COWAN CARROL GROUP RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: COWAN CARROL GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COWAN CARROL GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COWAN CARROL GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-06-05	Type of plan entity	Single employer plan
2020-06-05	First time form 5500 has been submitted	Yes
2020-06-05	Submission has been amended	No
2020-06-05	This submission is the final filing	No
2020-06-05	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-06-05	Plan is a collectively bargained plan	No
2020-06-05	Plan funding arrangement – Trust	Yes
2020-06-05	Plan benefit arrangement - Trust	Yes

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Company Name:	COWAN CARROLL GROUP, INC.
Employer identification number (EIN):	851295142
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages