Powered by OnlyBoth

Profile

Psa Insurance & Financial Partners, LLC 401(K) Profit Sharing Plan in Hunt Valley, MD is in Maryland, its EIN is 300951377, its industry group is Agencies, Brokerages, and Other Insurance Related Activities, its plan administrator is Tara Bolotin, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides participant-directed brokerage accounts as investment options, is a single-employer plan, its business code is 524210, has 100 to 499 total participants, and is better than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, and employer contributions per active participant (4 total).

Numeric values:
- net assets (assets minus liabilities) ($24.70M)
- total assets ($24,677,950)
- value of interest in registered investment companies (e.g., mutual funds) ($23.50M)
- total assets at beginning of plan year ($21,393,684)
- total income ($5,070,566)
- net income ($3,284,266)
- earnings on investments ($2,840,790)
- net earnings on investments ($2,840,790)
- total contributions ($2,229,776)
- total expenses ($1,786,300)
- cash contributions from participants ($1,702,913)
- value of interest in common/collective trusts ($798,901)
- cash contributions from employers ($493,440)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($225,809)
- participant loans ($163,099)
- average account balance ($127,865)
- other administrative expenses ($46,407)
- total administrative expenses ($46,407)
- net income per total participant ($17,017)
- average participant cash contribution per active participant ($11,353)
- corporate common stocks (other than employer securities) ($7,840)
- average employer cash contribution per active participant ($3,290)
- total administrative expense per participant ($240.45)
- total noninterest-bearing cash ($0)
- receivables - employer contributions ($0)
- receivables - participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- contract administrator fees ($0)
- investment advisory and management fees ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (77.7%)
- yield on beginning-of-plan-year total assets (13.28%)
- diversity of asset types (7.5%)
- total cash as a percentage of plan assets (0.92%)
- participant loans as a percentage of plan assets (0.66%)
- total administrative expense ratio (0.190%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (150)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (193)
- other retired or separated participants entitled to future benefits (39)
- retired or separated participants receiving benefits (4)
- total participants (193)