401k Plan data: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST plan

THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST
Plan identification number	002

THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE MAZZEO AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE MAZZEO AGENCY, INC.

Employer identification number (EIN): 110628420

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 MARY MAZZEO
002 2017-01-01 MARY MAZZEO
002 2016-01-01 MARY MAZZEO
002 2015-01-01 MARY MAZZEO
002 2014-01-01 MARY MAZZEO
002 2013-01-01 MARY MAZZEO
002 2012-01-01 MARY MAZZEO MARY MAZZEO 2013-06-25
002 2011-01-01 MARY MAZZEO
002 2010-01-01 MARY MAZZEO
002 2009-01-01 MARY MAZZEO

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	MARY MAZZEO
002	2017-01-01	MARY MAZZEO
002	2016-01-01	MARY MAZZEO
002	2015-01-01	MARY MAZZEO
002	2014-01-01	MARY MAZZEO
002	2013-01-01	MARY MAZZEO
002	2012-01-01	MARY MAZZEO	MARY MAZZEO	2013-06-25
002	2011-01-01	MARY MAZZEO
002	2010-01-01	MARY MAZZEO
002	2009-01-01	MARY MAZZEO

Plan Statistics for THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST

Measure Date Value
2018: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 1
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2018: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	1
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST

Measure	Date	Value
2018 : THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-07-31	$0
Total plan liabilities at beginning of year	2018-07-31	$0
Total income from all sources	2018-07-31	$12,728
Expenses. Total of all expenses incurred	2018-07-31	$582,726
Benefits paid (including direct rollovers)	2018-07-31	$578,163
Total plan assets at end of year	2018-07-31	$0
Total plan assets at beginning of year	2018-07-31	$569,998
Value of fidelity bond covering the plan	2018-07-31	$275,000
Total contributions received or receivable from participants	2018-07-31	$2,167
Other income received	2018-07-31	$7,518
Net income (gross income less expenses)	2018-07-31	$-569,998
Net plan assets at end of year (total assets less liabilities)	2018-07-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-07-31	$569,998
Total contributions received or receivable from employer(s)	2018-07-31	$3,043
Expenses. Administrative service providers (salaries,fees and commissions)	2018-07-31	$4,563
2017 : THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$96,905
Expenses. Total of all expenses incurred	2017-12-31	$7,507
Benefits paid (including direct rollovers)	2017-12-31	$127
Total plan assets at end of year	2017-12-31	$569,998
Total plan assets at beginning of year	2017-12-31	$480,600
Value of fidelity bond covering the plan	2017-12-31	$275,000
Total contributions received or receivable from participants	2017-12-31	$13,958
Other income received	2017-12-31	$82,947
Net income (gross income less expenses)	2017-12-31	$89,398
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$569,998
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$480,600
Value of corrective distributions	2017-12-31	$52
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,328
2016 : THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$61,303
Expenses. Total of all expenses incurred	2016-12-31	$31,080
Benefits paid (including direct rollovers)	2016-12-31	$22,973
Total plan assets at end of year	2016-12-31	$480,600
Total plan assets at beginning of year	2016-12-31	$450,377
Value of fidelity bond covering the plan	2016-12-31	$275,000
Total contributions received or receivable from participants	2016-12-31	$27,795
Other income received	2016-12-31	$33,508
Net income (gross income less expenses)	2016-12-31	$30,223
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$480,600
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$450,377
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,107
2015 : THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2015 401k financial data
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	$-3,379
Expenses. Total of all expenses incurred	2015-12-31	$6,951
Total plan assets at end of year	2015-12-31	$450,377
Total plan assets at beginning of year	2015-12-31	$460,707
Value of fidelity bond covering the plan	2015-12-31	$275,000
Total contributions received or receivable from participants	2015-12-31	$3,376
Other income received	2015-12-31	$-6,755
Net income (gross income less expenses)	2015-12-31	$-10,330
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$450,377
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$460,707
Value of corrective distributions	2015-12-31	$121
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,830
2014 : THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$35,232
Expenses. Total of all expenses incurred	2014-12-31	$11,532
Benefits paid (including direct rollovers)	2014-12-31	$5,707
Total plan assets at end of year	2014-12-31	$460,707
Total plan assets at beginning of year	2014-12-31	$437,007
Value of fidelity bond covering the plan	2014-12-31	$275,000
Total contributions received or receivable from participants	2014-12-31	$9,001
Other income received	2014-12-31	$26,231
Net income (gross income less expenses)	2014-12-31	$23,700
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$460,707
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$437,007
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,825
2013 : THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$58,646
Expenses. Total of all expenses incurred	2013-12-31	$6,659
Total plan assets at end of year	2013-12-31	$437,007
Total plan assets at beginning of year	2013-12-31	$385,020
Value of fidelity bond covering the plan	2013-12-31	$275,000
Total contributions received or receivable from participants	2013-12-31	$6,189
Expenses. Other expenses not covered elsewhere	2013-12-31	$6,659
Contributions received from other sources (not participants or employers)	2013-12-31	$179
Other income received	2013-12-31	$52,278
Net income (gross income less expenses)	2013-12-31	$51,987
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$437,007
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$385,020
Assets. Value of participant loans	2013-12-31	$1,353
2012 : THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$48,534
Expenses. Total of all expenses incurred	2012-12-31	$7,903
Benefits paid (including direct rollovers)	2012-12-31	$1,500
Total plan assets at end of year	2012-12-31	$385,020
Total plan assets at beginning of year	2012-12-31	$344,389
Value of fidelity bond covering the plan	2012-12-31	$275,000
Total contributions received or receivable from participants	2012-12-31	$3,554
Other income received	2012-12-31	$44,980
Net income (gross income less expenses)	2012-12-31	$40,631
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$385,020
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$344,389
Assets. Value of participant loans	2012-12-31	$1,500
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,403
2011 : THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$6,381
Expenses. Total of all expenses incurred	2011-12-31	$9,936
Benefits paid (including direct rollovers)	2011-12-31	$3,623
Total plan assets at end of year	2011-12-31	$344,389
Total plan assets at beginning of year	2011-12-31	$347,944
Value of fidelity bond covering the plan	2011-12-31	$275,000
Total contributions received or receivable from participants	2011-12-31	$14,219
Expenses. Other expenses not covered elsewhere	2011-12-31	$6,313
Other income received	2011-12-31	$-7,838
Net income (gross income less expenses)	2011-12-31	$-3,555
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$344,389
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$347,944
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$54,606
Expenses. Total of all expenses incurred	2010-12-31	$5,908
Total plan assets at end of year	2010-12-31	$347,944
Total plan assets at beginning of year	2010-12-31	$299,246
Value of fidelity bond covering the plan	2010-12-31	$275,000
Total contributions received or receivable from participants	2010-12-31	$20,652
Expenses. Other expenses not covered elsewhere	2010-12-31	$5,908
Other income received	2010-12-31	$33,954
Net income (gross income less expenses)	2010-12-31	$48,698
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$347,944
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$299,246
Assets. Value of participant loans	2010-12-31	$1,540

Form 5500 Responses for THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST

2018: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 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 MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 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 MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE MAZZEO AGENCY, INC. 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE MAZZEO AGENCY, INC.
Employer identification number (EIN):	110628420
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages