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PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NamePARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN
Plan identification number 001

PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

PARKVILLE INSURANCES SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PARKVILLE INSURANCES SERVICES, INC.
Employer identification number (EIN):952099150
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-03-01GORDON MCKINNEY
0012022-03-01
0012022-03-01GORDON MCKINNEY
0012021-03-01
0012021-03-01GORDON MCKINNEY
0012020-03-01
0012019-03-01
0012018-03-01
0012017-03-01GORDON MCKINNEY JACOB TAYLOR2018-06-20
0012015-03-01GORDON MCKINNEY JACOB TAYLOR2016-07-11
0012014-03-01GORDON MCKINNEY JACOB TAYLOR2015-06-29
0012013-03-01GORDON MCKINNEY JACOB TAYLOR2014-05-21
0012012-03-01GORDON MCKINNEY JACOB TAYLOR2013-07-02
0012011-03-01GORDON MCKINNEY JACOB TAYLOR2012-08-17
0012010-03-01GORDON MCKINNEY
0012009-03-01FRED S TAYLOR

Financial Data on PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN

Measure Date Value
2024 : PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2024 401k financial data
Total income from all sources2024-03-01$97,477
Total plan assets at end of year2024-03-01$694,510
Total plan assets at beginning of year2024-03-01$597,033
Total contributions received or receivable from participants2024-03-01$30,584
Other income received2024-03-01$66,893
Net income (gross income less expenses)2024-03-01$97,477
Net plan assets at end of year (total assets less liabilities)2024-03-01$694,510
Net plan assets at beginning of year (total assets less liabilities)2024-03-01$597,033
2023 : PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2023 401k financial data
Total income from all sources2023-02-28$-19,033
Expenses. Total of all expenses incurred2023-02-28$1,682
Total plan assets at end of year2023-02-28$433,412
Total plan assets at beginning of year2023-02-28$454,127
Total contributions received or receivable from participants2023-02-28$27,690
Other income received2023-02-28$-46,723
Net income (gross income less expenses)2023-02-28$-20,715
Net plan assets at end of year (total assets less liabilities)2023-02-28$433,412
Net plan assets at beginning of year (total assets less liabilities)2023-02-28$454,127
Expenses. Administrative service providers (salaries,fees and commissions)2023-02-28$1,682
2022 : PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources2022-02-28$34,620
Expenses. Total of all expenses incurred2022-02-28$1,862
Total plan assets at end of year2022-02-28$454,127
Total plan assets at beginning of year2022-02-28$421,369
Total contributions received or receivable from participants2022-02-28$24,807
Other income received2022-02-28$9,813
Net income (gross income less expenses)2022-02-28$32,758
Net plan assets at end of year (total assets less liabilities)2022-02-28$454,127
Net plan assets at beginning of year (total assets less liabilities)2022-02-28$421,369
Expenses. Administrative service providers (salaries,fees and commissions)2022-02-28$1,862
2021 : PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources2021-02-28$141,277
Total plan assets at end of year2021-02-28$421,369
Total plan assets at beginning of year2021-02-28$280,092
Total contributions received or receivable from participants2021-02-28$24,696
Other income received2021-02-28$116,581
Net income (gross income less expenses)2021-02-28$141,277
Net plan assets at end of year (total assets less liabilities)2021-02-28$421,369
Net plan assets at beginning of year (total assets less liabilities)2021-02-28$280,092
2020 : PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources2020-02-29$42,668
Expenses. Total of all expenses incurred2020-02-29$1,062
Total plan assets at end of year2020-02-29$280,092
Total plan assets at beginning of year2020-02-29$238,486
Total contributions received or receivable from participants2020-02-29$23,493
Other income received2020-02-29$19,175
Net income (gross income less expenses)2020-02-29$41,606
Net plan assets at end of year (total assets less liabilities)2020-02-29$280,092
Net plan assets at beginning of year (total assets less liabilities)2020-02-29$238,486
Expenses. Administrative service providers (salaries,fees and commissions)2020-02-29$1,062
2019 : PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources2019-02-28$31,133
Expenses. Total of all expenses incurred2019-02-28$43,287
Benefits paid (including direct rollovers)2019-02-28$42,325
Total plan assets at end of year2019-02-28$238,486
Total plan assets at beginning of year2019-02-28$250,640
Total contributions received or receivable from participants2019-02-28$24,745
Other income received2019-02-28$6,388
Net income (gross income less expenses)2019-02-28$-12,154
Net plan assets at end of year (total assets less liabilities)2019-02-28$238,486
Net plan assets at beginning of year (total assets less liabilities)2019-02-28$250,640
Expenses. Administrative service providers (salaries,fees and commissions)2019-02-28$962
2018 : PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-02-28$62,653
Expenses. Total of all expenses incurred2018-02-28$871
Total plan assets at end of year2018-02-28$250,640
Total plan assets at beginning of year2018-02-28$188,858
Total contributions received or receivable from participants2018-02-28$28,641
Other income received2018-02-28$34,012
Net income (gross income less expenses)2018-02-28$61,782
Net plan assets at end of year (total assets less liabilities)2018-02-28$250,640
Net plan assets at beginning of year (total assets less liabilities)2018-02-28$188,858
Expenses. Administrative service providers (salaries,fees and commissions)2018-02-28$871
2016 : PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-02-29$9,233
Expenses. Total of all expenses incurred2016-02-29$523
Total plan assets at end of year2016-02-29$139,674
Total plan assets at beginning of year2016-02-29$130,964
Total contributions received or receivable from participants2016-02-29$24,908
Other income received2016-02-29$-15,675
Net income (gross income less expenses)2016-02-29$8,710
Net plan assets at end of year (total assets less liabilities)2016-02-29$139,674
Net plan assets at beginning of year (total assets less liabilities)2016-02-29$130,964
Expenses. Administrative service providers (salaries,fees and commissions)2016-02-29$523
2015 : PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-02-28$30,415
Expenses. Total of all expenses incurred2015-02-28$434
Total plan assets at end of year2015-02-28$130,964
Total plan assets at beginning of year2015-02-28$100,983
Total contributions received or receivable from participants2015-02-28$24,406
Other income received2015-02-28$6,009
Net income (gross income less expenses)2015-02-28$29,981
Net plan assets at end of year (total assets less liabilities)2015-02-28$130,964
Net plan assets at beginning of year (total assets less liabilities)2015-02-28$100,983
Expenses. Administrative service providers (salaries,fees and commissions)2015-02-28$434
2014 : PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-02-28$17,693
Expenses. Total of all expenses incurred2014-02-28$11,165
Benefits paid (including direct rollovers)2014-02-28$10,783
Total plan assets at end of year2014-02-28$100,983
Total plan assets at beginning of year2014-02-28$94,455
Total contributions received or receivable from participants2014-02-28$5,616
Other income received2014-02-28$12,077
Net income (gross income less expenses)2014-02-28$6,528
Net plan assets at end of year (total assets less liabilities)2014-02-28$100,983
Net plan assets at beginning of year (total assets less liabilities)2014-02-28$94,455
Expenses. Administrative service providers (salaries,fees and commissions)2014-02-28$382
2013 : PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-02-28$9,180
Total plan assets at end of year2013-02-28$94,455
Total plan assets at beginning of year2013-02-28$85,275
Value of fidelity bond covering the plan2013-02-28$50,000
Total contributions received or receivable from participants2013-02-28$5,350
Other income received2013-02-28$3,830
Net income (gross income less expenses)2013-02-28$9,180
Net plan assets at end of year (total assets less liabilities)2013-02-28$94,455
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$85,275
2012 : PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-02-29$6,615
Total plan assets at end of year2012-02-29$85,275
Total plan assets at beginning of year2012-02-29$78,660
Value of fidelity bond covering the plan2012-02-29$50,000
Total contributions received or receivable from participants2012-02-29$4,429
Other income received2012-02-29$2,186
Net income (gross income less expenses)2012-02-29$6,615
Net plan assets at end of year (total assets less liabilities)2012-02-29$85,275
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$78,660
2011 : PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-02-28$75,439
Expenses. Total of all expenses incurred2011-02-28$719,836
Benefits paid (including direct rollovers)2011-02-28$719,836
Total plan assets at end of year2011-02-28$78,660
Total plan assets at beginning of year2011-02-28$723,057
Value of fidelity bond covering the plan2011-02-28$50,000
Total contributions received or receivable from participants2011-02-28$5,353
Other income received2011-02-28$70,086
Net income (gross income less expenses)2011-02-28$-644,397
Net plan assets at end of year (total assets less liabilities)2011-02-28$78,660
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$723,057

Form 5500 Responses for PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN

2022: PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement - TrustYes
2021: PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement - TrustYes
2020: PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement - TrustYes
2019: PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement - TrustYes
2018: PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes
2017: PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement - TrustYes
2015: PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes
2014: PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2013: PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement - TrustYes
2012: PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement - TrustYes
2011: PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement – InsuranceYes
2011-03-01Plan benefit arrangement - TrustYes
2010: PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement – InsuranceYes
2010-03-01Plan benefit arrangement - TrustYes
2009: PARKVILLE INSURANCE SERVICES, INC. 401(K) PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement – InsuranceYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP 1039697
Policy instance 1
Insurance contract or identification numberLP 1039697
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of fees paid to insurance companyUSD $1,682
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP 1039697
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP 1039697
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP 1039697
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP 1039697
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP 1039697
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP 1039697
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP 1039697
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP 1039697
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP 1039697
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP 1039697
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP 1039697
Policy instance 1

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