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WATANABE INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWATANABE INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

WATANABE INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Life insurance

401k Sponsoring company profile

WATANABE INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WATANABE INSURANCE SERVICES, INC.
Employer identification number (EIN):990196487
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ANN A. KIKUTA2024-05-14
0022022-01-01ANN A. KIKUTA2023-07-25
0022021-01-01ANN A. KIKUTA2022-04-29
0022020-01-01ANN A. KIKUTA2021-05-25
0022019-01-01ANN A. KIKUTA2020-03-29
0022018-01-01ANN A. KIKUTA2019-06-01
0022017-01-01ANN A. KIKUTA2018-06-06
0022016-01-01ANN A. KIKUTA2017-06-28 ANN A. KIKUTA2017-06-28
0022015-01-01ANN A. KIKUTA2016-06-01 ANN A. KIKUTA2016-06-01
0022014-01-01ANN A. KIKUTA ANN A. KIKUTA2015-08-27
0022013-01-01ANN A. KIKUTA ANN A. KIKUTA2014-07-16
0022012-01-01ANN A. KIKUTA ANN A. KIKUTA2013-08-20
0022011-01-01ANN A. KIKUTA ANN A. KIKUTA2012-05-24

Financial Data on WATANABE INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : WATANABE INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-080
Total liabilities as of the end of the plan year2025-04-080
Total liabilities as of the beginning of the plan year2025-04-080
Total expenses incurred by plan in this plan year2025-04-0816307
Net assets as of the end of the plan year2025-04-082595287
Total assets as of the beginning of the plan year2025-04-082308334
Value of plan covered by a fidelity bond2025-04-08300000
Participant contributions to plan in this plan year2025-04-089600
Other expenses paid from plan in this plan year2025-04-080
Other contributions to plan in this plan year2025-04-080
Other income to plan in this plan year2025-04-08253660
Plan net income in this plan year2025-04-08286953
Net assets as of the end of the plan year2025-04-082595287
Net assets as of the beginning of the plan year2025-04-082308334
Employer contributions to plan in this plan year2025-04-0840000
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0816307
2024 : WATANABE INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-140
Total liabilities as of the end of the plan year2024-05-140
Total liabilities as of the beginning of the plan year2024-05-140
Total expenses incurred by plan in this plan year2024-05-1414406
Net assets as of the end of the plan year2024-05-142308334
Total assets as of the beginning of the plan year2024-05-142068007
Value of plan covered by a fidelity bond2024-05-14300000
Participant contributions to plan in this plan year2024-05-149600
Other expenses paid from plan in this plan year2024-05-140
Other income to plan in this plan year2024-05-14205133
Plan net income in this plan year2024-05-14240327
Net assets as of the end of the plan year2024-05-142308334
Net assets as of the beginning of the plan year2024-05-142068007
Employer contributions to plan in this plan year2024-05-1440000
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1414406
2022 : WATANABE INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-300
Total liabilities as of the end of the plan year2022-04-300
Total liabilities as of the beginning of the plan year2022-04-300
Total expenses incurred by plan in this plan year2022-04-30715768
Net assets as of the end of the plan year2022-04-302273264
Total assets as of the beginning of the plan year2022-04-302742272
Value of plan covered by a fidelity bond2022-04-30300000
Participant contributions to plan in this plan year2022-04-3011200
Other expenses paid from plan in this plan year2022-04-300
Other contributions to plan in this plan year2022-04-300
Other income to plan in this plan year2022-04-30166913
Plan net income in this plan year2022-04-30-469008
Net assets as of the end of the plan year2022-04-302273264
Net assets as of the beginning of the plan year2022-04-302742272
Employer contributions to plan in this plan year2022-04-3068647
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-3017144
2014 : WATANABE INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$14
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$183,986
Expenses. Total of all expenses incurred2014-12-31$543,145
Benefits paid (including direct rollovers)2014-12-31$541,333
Total plan assets at end of year2014-12-31$1,648,486
Total plan assets at beginning of year2014-12-31$2,007,631
Value of fidelity bond covering the plan2014-12-31$160,000
Total contributions received or receivable from participants2014-12-31$20,800
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$163,186
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-359,159
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,648,472
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,007,631
Assets. Value of participant loans2014-12-31$8,282
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,812
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : WATANABE INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$330,699
Expenses. Total of all expenses incurred2013-12-31$20,689
Benefits paid (including direct rollovers)2013-12-31$14,419
Total plan assets at end of year2013-12-31$2,007,631
Total plan assets at beginning of year2013-12-31$1,697,621
Value of fidelity bond covering the plan2013-12-31$160,000
Total contributions received or receivable from participants2013-12-31$31,800
Expenses. Other expenses not covered elsewhere2013-12-31$3,850
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$243,899
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$310,010
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,007,631
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,697,621
Assets. Value of participant loans2013-12-31$11,203
Total contributions received or receivable from employer(s)2013-12-31$55,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WATANABE INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$267,059
Expenses. Total of all expenses incurred2012-12-31$16,544
Benefits paid (including direct rollovers)2012-12-31$10,672
Total plan assets at end of year2012-12-31$1,697,621
Total plan assets at beginning of year2012-12-31$1,447,106
Value of fidelity bond covering the plan2012-12-31$160,000
Total contributions received or receivable from participants2012-12-31$33,200
Expenses. Other expenses not covered elsewhere2012-12-31$3,471
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$163,859
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$250,515
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,697,621
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,447,106
Total contributions received or receivable from employer(s)2012-12-31$70,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,401
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WATANABE INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$84,311
Expenses. Total of all expenses incurred2011-12-31$68,566
Benefits paid (including direct rollovers)2011-12-31$62,927
Total plan assets at end of year2011-12-31$1,447,106
Total plan assets at beginning of year2011-12-31$1,431,361
Value of fidelity bond covering the plan2011-12-31$160,000
Total contributions received or receivable from participants2011-12-31$23,039
Expenses. Other expenses not covered elsewhere2011-12-31$3,276
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,272
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$15,745
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,447,106
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,431,361
Total contributions received or receivable from employer(s)2011-12-31$60,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,363
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WATANABE INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$238,848
Expenses. Total of all expenses incurred2010-12-31$25,754
Benefits paid (including direct rollovers)2010-12-31$20,915
Total plan assets at end of year2010-12-31$1,431,361
Total plan assets at beginning of year2010-12-31$1,218,267
Value of fidelity bond covering the plan2010-12-31$160,000
Total contributions received or receivable from participants2010-12-31$29,643
Expenses. Other expenses not covered elsewhere2010-12-31$2,445
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$129,205
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$213,094
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,431,361
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,218,267
Total contributions received or receivable from employer(s)2010-12-31$80,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,394
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for WATANABE INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64989
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number7343775
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number7343775
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64989
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number7343775
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64989
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64989
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number7343775
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64989
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number7343775
Policy instance 2

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