401k Plan data: INSURANCE SERVICES GROUP 401(K) PLAN plan

INSURANCE SERVICES GROUP 401(K) PLAN 401k Plan overview

Plan Name	INSURANCE SERVICES GROUP 401(K) PLAN
Plan identification number	002

INSURANCE SERVICES GROUP 401(K) PLAN 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.
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.
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.
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

H.A. THOMSON CO. INC. has sponsored the creation of one or more 401k plans.

Company Name: H.A. THOMSON CO. INC.

Employer identification number (EIN): 231695451

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSURANCE SERVICES GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JOSEPH RHOADS 2023-09-19 JOSEPH RHOADS 2023-09-19
002 2021-01-01 JOSEPH RHOADS 2022-09-12 JOSEPH RHOADS 2022-09-12
002 2020-01-01 JOSEPH RHOADS 2021-10-06 JOSEPH RHOADS 2021-10-06
002 2019-01-01 JOSEPH RHOADS 2020-07-23 JOSEPH RHOADS 2020-07-23
002 2018-01-01 JOSEPH RHOADS 2019-08-23
002 2017-01-01 BARBARA TOWSON 2018-07-10 BARBARA TOWSON 2018-07-10
002 2016-01-01 BARBARA TOWSON 2017-07-13 BARBARA TOWSON 2017-07-13
002 2015-01-01 BARBARA TOWSON 2016-09-02 BARBARA TOWSON 2016-09-02
002 2014-01-01 BARBARA TOWSON 2015-07-24 BARBARA TOWSON 2015-07-24
002 2013-01-01 BARBARA TOWSON 2014-09-24 BARBARA TOWSON 2014-09-24
002 2012-01-01 BARBARA TOWSON 2013-06-12
002 2011-01-01 BARBARA TOWSON
002 2010-01-01 BARBARA TOWSON
002 2009-01-01 BARBARA TOWSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JOSEPH RHOADS	2023-09-19	JOSEPH RHOADS	2023-09-19
002	2021-01-01	JOSEPH RHOADS	2022-09-12	JOSEPH RHOADS	2022-09-12
002	2020-01-01	JOSEPH RHOADS	2021-10-06	JOSEPH RHOADS	2021-10-06
002	2019-01-01	JOSEPH RHOADS	2020-07-23	JOSEPH RHOADS	2020-07-23
002	2018-01-01	JOSEPH RHOADS	2019-08-23
002	2017-01-01	BARBARA TOWSON	2018-07-10	BARBARA TOWSON	2018-07-10
002	2016-01-01	BARBARA TOWSON	2017-07-13	BARBARA TOWSON	2017-07-13
002	2015-01-01	BARBARA TOWSON	2016-09-02	BARBARA TOWSON	2016-09-02
002	2014-01-01	BARBARA TOWSON	2015-07-24	BARBARA TOWSON	2015-07-24
002	2013-01-01	BARBARA TOWSON	2014-09-24	BARBARA TOWSON	2014-09-24
002	2012-01-01	BARBARA TOWSON	2013-06-12
002	2011-01-01	BARBARA TOWSON
002	2010-01-01	BARBARA TOWSON
002	2009-01-01	BARBARA TOWSON

Plan Statistics for INSURANCE SERVICES GROUP 401(K) PLAN

401k plan membership statisitcs for INSURANCE SERVICES GROUP 401(K) PLAN

Measure Date Value
2011: INSURANCE SERVICES GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 54
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 5
Total of all active and inactive participants 2011-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 59
Number of participants with account balances 2011-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: INSURANCE SERVICES GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 51
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 4
Total of all active and inactive participants 2010-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 55
Number of participants with account balances 2010-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 4
2009: INSURANCE SERVICES GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 56
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 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 61
Number of participants with account balances 2009-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: INSURANCE SERVICES GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	54
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	5
Total of all active and inactive participants	2011-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	59
Number of participants with account balances	2011-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: INSURANCE SERVICES GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	51
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	4
Total of all active and inactive participants	2010-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	55
Number of participants with account balances	2010-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	4
2009: INSURANCE SERVICES GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	56
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	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	61
Number of participants with account balances	2009-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on INSURANCE SERVICES GROUP 401(K) PLAN

Measure	Date	Value
2011 : INSURANCE SERVICES GROUP 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$416,950
Expenses. Total of all expenses incurred	2011-12-31	$79,339
Benefits paid (including direct rollovers)	2011-12-31	$57,433
Total plan assets at end of year	2011-12-31	$6,533,657
Total plan assets at beginning of year	2011-12-31	$6,196,046
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$358,820
Other income received	2011-12-31	$-75,623
Net income (gross income less expenses)	2011-12-31	$337,611
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,533,657
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,196,046
Assets. Value of participant loans	2011-12-31	$40,923
Total contributions received or receivable from employer(s)	2011-12-31	$133,753
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$21,906
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : INSURANCE SERVICES GROUP 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,152,553
Expenses. Total of all expenses incurred	2010-12-31	$216,997
Benefits paid (including direct rollovers)	2010-12-31	$188,938
Total plan assets at end of year	2010-12-31	$6,196,046
Total plan assets at beginning of year	2010-12-31	$5,260,490
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$363,122
Other income received	2010-12-31	$660,062
Net income (gross income less expenses)	2010-12-31	$935,556
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,196,046
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,260,490
Assets. Value of participant loans	2010-12-31	$60,420
Total contributions received or receivable from employer(s)	2010-12-31	$129,369
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$28,059
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : INSURANCE SERVICES GROUP 401(K) 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 INSURANCE SERVICES GROUP 401(K) PLAN

2011: INSURANCE SERVICES GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple 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: INSURANCE SERVICES GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple 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: INSURANCE SERVICES GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple 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:	H.A. THOMSON CO. INC.
Employer identification number (EIN):	231695451
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages