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| Plan Name | JAMES & JOHN TURCO INSURANCE AGENCY, INC. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JAMES & JOHN TURCO INSURANCE AGENCY |
| Employer identification number (EIN): | 042762595 |
| 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 | 2022-11-01 | MARY E. KING | 2024-03-25 | ||
| 001 | 2021-11-01 | MARY E. KING | 2023-03-21 | ||
| 001 | 2020-11-01 | MARY E. KING | 2022-04-22 | ||
| 001 | 2019-11-01 | MARY E. KING | 2021-04-30 | ||
| 001 | 2018-11-01 | MARY E. KING | 2020-03-12 | ||
| 001 | 2017-11-01 | MARY E. KING | 2019-03-06 | ||
| 001 | 2016-11-01 | MARY E. KING | 2018-02-22 | ||
| 001 | 2015-11-01 | ||||
| 001 | 2014-11-01 | ||||
| 001 | 2013-11-01 | MARY E. KING | 2015-05-28 | ||
| 001 | 2012-11-01 | MARY E. KING | 2014-05-05 | ||
| 001 | 2011-11-01 | MARY E. KING | 2013-05-30 | ||
| 001 | 2010-11-01 | MARY E. KING | 2012-05-21 |
| Measure | Date | Value |
|---|---|---|
| 2025 : JAMES & JOHN TURCO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-03-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-03-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-12 | 879 |
| Net assets as of the end of the plan year | 2025-03-12 | 835671 |
| Total assets as of the beginning of the plan year | 2025-03-12 | 634362 |
| Value of plan covered by a fidelity bond | 2025-03-12 | 30000 |
| Participant contributions to plan in this plan year | 2025-03-12 | 0 |
| Other expenses paid from plan in this plan year | 2025-03-12 | 0 |
| Other contributions to plan in this plan year | 2025-03-12 | 0 |
| Other income to plan in this plan year | 2025-03-12 | 172188 |
| Plan net income in this plan year | 2025-03-12 | 201309 |
| Net assets as of the end of the plan year | 2025-03-12 | 835671 |
| Net assets as of the beginning of the plan year | 2025-03-12 | 634362 |
| Employer contributions to plan in this plan year | 2025-03-12 | 30000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-12 | 0 |
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