401k Plan data: B. C. SZERLIP INSURANCE AGENCY, INC. MONEY PURCHASE PENSION PLAN plan

B. C. SZERLIP INSURANCE AGENCY, INC. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	B. C. SZERLIP INSURANCE AGENCY, INC. MONEY PURCHASE PENSION PLAN
Plan identification number	001

B. C. SZERLIP INSURANCE AGENCY, INC. MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

B. C. SZERLIP INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: B. C. SZERLIP INSURANCE AGENCY, INC.

Employer identification number (EIN): 223413832

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B. C. SZERLIP INSURANCE AGENCY, INC. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 BURT SZERLIP 2017-02-08
001 2016-01-01 BURT SZERLIP 2016-10-06
001 2015-01-01 BURT SZERLIP 2017-02-08
001 2015-01-01 BURT SZERLIP 2016-10-06
001 2014-01-01 BURT SZERLIP 2015-10-09
001 2013-01-01 BURT SZERLIP 2014-09-03
001 2012-01-01 BRUCE SZERLIP 2013-10-11
001 2011-01-01 BURT SZERLIP 2013-05-23
001 2010-01-01 BURT SZERLIP 2013-05-23
001 2008-01-01 BURT SZERLIP

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	BURT SZERLIP	2017-02-08
001	2016-01-01	BURT SZERLIP	2016-10-06
001	2015-01-01	BURT SZERLIP	2017-02-08
001	2015-01-01	BURT SZERLIP	2016-10-06
001	2014-01-01	BURT SZERLIP	2015-10-09
001	2013-01-01	BURT SZERLIP	2014-09-03
001	2012-01-01	BRUCE SZERLIP	2013-10-11
001	2011-01-01	BURT SZERLIP	2013-05-23
001	2010-01-01	BURT SZERLIP	2013-05-23
001	2008-01-01	BURT SZERLIP

Plan Statistics for B. C. SZERLIP INSURANCE AGENCY, INC. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for B. C. SZERLIP INSURANCE AGENCY, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2008: B. C. SZERLIP INSURANCE AGENCY, INC. MONEY PURCHASE PENSION PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 5
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 5
Number of participants with account balances 2008-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2008: B. C. SZERLIP INSURANCE AGENCY, INC. MONEY PURCHASE PENSION PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	5
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	5
Number of participants with account balances	2008-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on B. C. SZERLIP INSURANCE AGENCY, INC. MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2008 : B. C. SZERLIP INSURANCE AGENCY, INC. MONEY PURCHASE PENSION PLAN 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total plan liabilities at end of year	2008-12-31	$0
Total plan liabilities at beginning of year	2008-12-31	$0
Total income from all sources	2008-12-31	$15,888
Expenses. Total of all expenses incurred	2008-12-31	$0
Benefits paid (including direct rollovers)	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$103,368
Total plan assets at beginning of year	2008-12-31	$87,480
Value of fidelity bond covering the plan	2008-12-31	$0
Assets. Value of tangible personal property	2008-12-31	$0
Total contributions received or receivable from participants	2008-12-31	$0
Assets. Value of loans (other than to participants)	2008-12-31	$0
Expenses. Other expenses not covered elsewhere	2008-12-31	$0
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$0
Noncash contributions received	2008-12-31	$0
Net income (gross income less expenses)	2008-12-31	$15,888
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$103,368
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$87,480
Assets. Value of participant loans	2008-12-31	$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	2008-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2008-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2008-12-31	$0
Assets. Value of real-estate (other than employer real property)	2008-12-31	$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	2008-12-31	$0
Assets. Value of employer securities	2008-12-31	$0
Assets. Value of employer real property	2008-12-31	$0
Total contributions received or receivable from employer(s)	2008-12-31	$15,888
Value of certain deemed distributions of participant loans	2008-12-31	$0
Value of corrective distributions	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$0

Form 5500 Responses for B. C. SZERLIP INSURANCE AGENCY, INC. MONEY PURCHASE PENSION PLAN

2008: B. C. SZERLIP INSURANCE AGENCY, INC. MONEY PURCHASE PENSION PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	B. C. SZERLIP INSURANCE AGENCY, INC.
Employer identification number (EIN):	223413832
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages