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| Plan Name | WHITMAN & SAMUELSON INSURANCE 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | WHITMAN & SAMUELSON INSURANCE SERVICES, INC. |
| Employer identification number (EIN): | 941560032 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | SCOTT WHITMAN | 2024-09-25 | ||
| 001 | 2022-01-01 | SCOTT WHITMAN | 2023-09-18 | ||
| 001 | 2021-01-01 | SCOTT WHITMAN | 2022-10-04 | ||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | SCOTT WHITMAN | 2019-10-10 | ||
| 001 | 2017-01-01 | SCOTT WHITMAN | 2018-10-05 | ||
| 001 | 2016-01-01 | ||||
| 001 | 2009-01-01 | SCOTT WHITMAN |
| Measure | Date | Value |
|---|---|---|
| 2009: WHITMAN & SAMUELSON INSURANCE 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 0 |
| 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 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : WHITMAN & SAMUELSON INSURANCE 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-03-29 | $4,474 |
| Expenses. Total of all expenses incurred | 2010-03-29 | $141,377 |
| Benefits paid (including direct rollovers) | 2010-03-29 | $141,377 |
| Total plan assets at end of year | 2010-03-29 | $0 |
| Total plan assets at beginning of year | 2010-03-29 | $136,903 |
| Other income received | 2010-03-29 | $4,474 |
| Net income (gross income less expenses) | 2010-03-29 | $-136,903 |
| Net plan assets at end of year (total assets less liabilities) | 2010-03-29 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-03-29 | $136,903 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-29 | $0 |
| 2009: WHITMAN & SAMUELSON INSURANCE 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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