401k Plan data: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN plan

THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN
Plan identification number	001

THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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

ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALBERT J. MARCHIONNE INSURANCE AGENCY, INC.

Employer identification number (EIN): 042510074

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 ROBERT MARCHIONNE
001 2015-01-01 ROBERT MARCHIONNE
001 2014-01-01 ROBERT MARCHIONNE
001 2013-01-01 ROBERT MARCHIONNE ROBERT MARCHIONNE 2014-05-09
001 2012-01-01 ROBERT MARCHIONNE
001 2011-01-01 ROBERT MARCHIONNE
001 2009-01-01 ROBERT MARCHIONNE

Plan Statistics for THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2016: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 16
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 16
Number of participants with account balances 2013-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 16
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	16
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	16
Number of participants with account balances	2013-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	16
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

Measure	Date	Value
2016 : THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$82
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$101,756
Expenses. Total of all expenses incurred	2016-12-31	$129,702
Benefits paid (including direct rollovers)	2016-12-31	$95,388
Total plan assets at end of year	2016-12-31	$4,006,925
Total plan assets at beginning of year	2016-12-31	$4,034,789
Value of fidelity bond covering the plan	2016-12-31	$500,000
Assets. Value of tangible personal property	2016-12-31	$0
Total contributions received or receivable from participants	2016-12-31	$73,700
Assets. Value of loans (other than to participants)	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$1,435
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-27,946
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,006,843
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,034,789
Assets. Value of participant loans	2016-12-31	$4,628
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2016-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2016-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$0
Assets. Value of real-estate (other than employer real property)	2016-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$0
Assets. Value of employer securities	2016-12-31	$0
Assets. Value of employer real property	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$26,621
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$34,314
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-36,984
Expenses. Total of all expenses incurred	2015-12-31	$295,082
Benefits paid (including direct rollovers)	2015-12-31	$260,129
Total plan assets at end of year	2015-12-31	$4,034,789
Total plan assets at beginning of year	2015-12-31	$4,366,855
Value of fidelity bond covering the plan	2015-12-31	$500,000
Assets. Value of tangible personal property	2015-12-31	$0
Total contributions received or receivable from participants	2015-12-31	$63,455
Assets. Value of loans (other than to participants)	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$34,953
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-124,550
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-332,066
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,034,789
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,366,855
Assets. Value of participant loans	2015-12-31	$7,038
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2015-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2015-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$0
Assets. Value of real-estate (other than employer real property)	2015-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Assets. Value of employer securities	2015-12-31	$0
Assets. Value of employer real property	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$24,111
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$394,130
Expenses. Total of all expenses incurred	2014-12-31	$140,199
Benefits paid (including direct rollovers)	2014-12-31	$107,050
Total plan assets at end of year	2014-12-31	$4,366,855
Total plan assets at beginning of year	2014-12-31	$4,112,924
Value of fidelity bond covering the plan	2014-12-31	$500,000
Assets. Value of tangible personal property	2014-12-31	$0
Total contributions received or receivable from participants	2014-12-31	$61,690
Assets. Value of loans (other than to participants)	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$33,149
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$308,549
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$253,931
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,366,855
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,112,924
Assets. Value of participant loans	2014-12-31	$9,372
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2014-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2014-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$0
Assets. Value of real-estate (other than employer real property)	2014-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$0
Assets. Value of employer real property	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$23,891
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,267,880
Expenses. Total of all expenses incurred	2013-12-31	$1,930,049
Benefits paid (including direct rollovers)	2013-12-31	$1,894,201
Total plan assets at end of year	2013-12-31	$4,112,924
Total plan assets at beginning of year	2013-12-31	$4,775,093
Value of fidelity bond covering the plan	2013-12-31	$500,000
Assets. Value of tangible personal property	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$54,312
Assets. Value of loans (other than to participants)	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,122
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,191,605
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-662,169
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,112,924
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,775,093
Assets. Value of participant loans	2013-12-31	$11,631
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2013-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2013-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$0
Assets. Value of real-estate (other than employer real property)	2013-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$0
Assets. Value of employer real property	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$21,963
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$34,726
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$749,353
Expenses. Total of all expenses incurred	2012-12-31	$149,187
Benefits paid (including direct rollovers)	2012-12-31	$111,867
Total plan assets at end of year	2012-12-31	$4,775,093
Total plan assets at beginning of year	2012-12-31	$4,174,927
Value of fidelity bond covering the plan	2012-12-31	$500,000
Assets. Value of tangible personal property	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$37,471
Assets. Value of loans (other than to participants)	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$691,182
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$600,166
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,775,093
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,174,927
Assets. Value of participant loans	2012-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2012-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$0
Assets. Value of real-estate (other than employer real property)	2012-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$0
Assets. Value of employer real property	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$20,700
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$37,320
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-154,718
Expenses. Total of all expenses incurred	2011-12-31	$156,411
Benefits paid (including direct rollovers)	2011-12-31	$120,065
Total plan assets at end of year	2011-12-31	$4,174,927
Total plan assets at beginning of year	2011-12-31	$4,486,056
Value of fidelity bond covering the plan	2011-12-31	$500,000
Assets. Value of tangible personal property	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$39,826
Assets. Value of loans (other than to participants)	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$440
Contributions received from other sources (not participants or employers)	2011-12-31	$2,683
Other income received	2011-12-31	$-220,272
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-311,129
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,174,927
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,486,056
Assets. Value of participant loans	2011-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$0
Assets. Value of real-estate (other than employer real property)	2011-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$0
Assets. Value of employer securities	2011-12-31	$0
Assets. Value of employer real property	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$23,045
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$35,906
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$1,177,014
Expenses. Total of all expenses incurred	2010-12-31	$398,536
Benefits paid (including direct rollovers)	2010-12-31	$367,734
Total plan assets at end of year	2010-12-31	$4,486,056
Total plan assets at beginning of year	2010-12-31	$3,707,578
Value of fidelity bond covering the plan	2010-12-31	$500,000
Assets. Value of tangible personal property	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$41,946
Assets. Value of loans (other than to participants)	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$725
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$1,114,564
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$778,478
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,486,056
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,707,578
Assets. Value of participant loans	2010-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Assets. Value of real-estate (other than employer real property)	2010-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$0
Assets. Value of employer real property	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$20,504
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$30,077
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

2016: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	This submission is the final filing	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALBERT J. MARCHIONNE INSURANCE AGENCY, INC.
Employer identification number (EIN):	042510074
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	ROBERT MARCHIONNE
001	2015-01-01	ROBERT MARCHIONNE
001	2014-01-01	ROBERT MARCHIONNE
001	2013-01-01	ROBERT MARCHIONNE	ROBERT MARCHIONNE	2014-05-09
001	2012-01-01	ROBERT MARCHIONNE
001	2011-01-01	ROBERT MARCHIONNE
001	2009-01-01	ROBERT MARCHIONNE