401k Plan data: SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN plan

SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 401k Plan overview

Plan Name	SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN
Plan identification number	001

SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

SHOEMAKER & BESSER INSURANCE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: SHOEMAKER & BESSER INSURANCE GROUP, INC.

Employer identification number (EIN): 231736518

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 JOHN BRUBAKER
001 2023-01-01
001 2023-01-01 JOHN BRUBAKER
001 2022-01-01
001 2022-01-01 JOHN BRUBAKER
001 2021-01-01
001 2021-01-01 JOHN BRUBAKER
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOHN BRUBAKER
001 2016-01-01 JOHN BRUBAKER
001 2015-01-01 JOHN BRUBAKER
001 2014-01-01 JOHN BRUBAKER
001 2013-01-01 JOHN BRUBAKER
001 2012-01-01 JOHN BRUBAKER
001 2011-01-01 JOHN BRUBAKER
001 2009-01-01 JOHN BRUBAKER

Financial Data on SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN

Measure	Date	Value
2023 : SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$270,928
Expenses. Total of all expenses incurred	2023-12-31	$16,000
Benefits paid (including direct rollovers)	2023-12-31	$9,860
Total plan assets at end of year	2023-12-31	$1,336,402
Total plan assets at beginning of year	2023-12-31	$1,081,474
Value of fidelity bond covering the plan	2023-12-31	$250,000
Total contributions received or receivable from participants	2023-12-31	$18,452
Other income received	2023-12-31	$240,515
Net income (gross income less expenses)	2023-12-31	$254,928
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,336,402
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,081,474
Assets. Value of employer securities	2023-12-31	$543,502
Total contributions received or receivable from employer(s)	2023-12-31	$11,961
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$6,140
2022 : SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-161,697
Expenses. Total of all expenses incurred	2022-12-31	$123,794
Benefits paid (including direct rollovers)	2022-12-31	$116,936
Total plan assets at end of year	2022-12-31	$1,081,474
Total plan assets at beginning of year	2022-12-31	$1,366,965
Value of fidelity bond covering the plan	2022-12-31	$250,000
Total contributions received or receivable from participants	2022-12-31	$17,491
Other income received	2022-12-31	$-189,939
Net income (gross income less expenses)	2022-12-31	$-285,491
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,081,474
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,366,965
Assets. Value of employer securities	2022-12-31	$470,567
Total contributions received or receivable from employer(s)	2022-12-31	$10,751
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$6,858
2021 : SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$241,265
Expenses. Total of all expenses incurred	2021-12-31	$21,197
Benefits paid (including direct rollovers)	2021-12-31	$13,875
Total plan assets at end of year	2021-12-31	$1,366,965
Total plan assets at beginning of year	2021-12-31	$1,146,897
Value of fidelity bond covering the plan	2021-12-31	$250,000
Total contributions received or receivable from participants	2021-12-31	$15,784
Other income received	2021-12-31	$214,342
Net income (gross income less expenses)	2021-12-31	$220,068
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,366,965
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,146,897
Assets. Value of employer securities	2021-12-31	$465,533
Total contributions received or receivable from employer(s)	2021-12-31	$11,139
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$7,322
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-44,752
Expenses. Total of all expenses incurred	2020-12-31	$26,413
Benefits paid (including direct rollovers)	2020-12-31	$20,856
Total plan assets at end of year	2020-12-31	$1,146,897
Total plan assets at beginning of year	2020-12-31	$1,218,062
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$15,144
Other income received	2020-12-31	$-71,604
Net income (gross income less expenses)	2020-12-31	$-71,165
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,146,897
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,218,062
Assets. Value of employer securities	2020-12-31	$387,387
Total contributions received or receivable from employer(s)	2020-12-31	$11,708
Value of certain deemed distributions of participant loans	2020-12-31	$5,557
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$123,568
Expenses. Total of all expenses incurred	2019-12-31	$22,664
Benefits paid (including direct rollovers)	2019-12-31	$17,750
Total plan assets at end of year	2019-12-31	$1,218,062
Total plan assets at beginning of year	2019-12-31	$1,117,158
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$15,360
Other income received	2019-12-31	$96,301
Net income (gross income less expenses)	2019-12-31	$100,904
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,218,062
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,117,158
Assets. Value of employer securities	2019-12-31	$624,280
Total contributions received or receivable from employer(s)	2019-12-31	$11,907
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,914
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$161,603
Expenses. Total of all expenses incurred	2018-12-31	$1,506
Total plan assets at end of year	2018-12-31	$1,117,158
Total plan assets at beginning of year	2018-12-31	$957,061
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$18,096
Other income received	2018-12-31	$129,431
Net income (gross income less expenses)	2018-12-31	$160,097
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,117,158
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$957,061
Assets. Value of employer securities	2018-12-31	$649,481
Total contributions received or receivable from employer(s)	2018-12-31	$14,076
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,506
2017 : SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 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	$243,933
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$957,061
Total plan assets at beginning of year	2017-12-31	$713,128
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$18,503
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$211,072
Net income (gross income less expenses)	2017-12-31	$243,933
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$957,061
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$713,128
Assets. Value of employer securities	2017-12-31	$471,891
Total contributions received or receivable from employer(s)	2017-12-31	$14,358
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$239,267
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$713,128
Total plan assets at beginning of year	2016-12-31	$473,861
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$17,704
Other income received	2016-12-31	$207,886
Net income (gross income less expenses)	2016-12-31	$239,267
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$713,128
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$473,861
Assets. Value of employer securities	2016-12-31	$333,239
Total contributions received or receivable from employer(s)	2016-12-31	$13,677
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-966
Expenses. Total of all expenses incurred	2015-12-31	$5,664
Benefits paid (including direct rollovers)	2015-12-31	$5,539
Total plan assets at end of year	2015-12-31	$473,861
Total plan assets at beginning of year	2015-12-31	$480,491
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$8,385
Other income received	2015-12-31	$-16,429
Net income (gross income less expenses)	2015-12-31	$-6,630
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$473,861
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$480,491
Assets. Value of employer securities	2015-12-31	$153,821
Total contributions received or receivable from employer(s)	2015-12-31	$7,078
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$518,927
Expenses. Total of all expenses incurred	2014-12-31	$425,232
Benefits paid (including direct rollovers)	2014-12-31	$425,107
Total plan assets at end of year	2014-12-31	$480,491
Total plan assets at beginning of year	2014-12-31	$386,796
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$7,388
Contributions received from other sources (not participants or employers)	2014-12-31	$425,279
Other income received	2014-12-31	$79,887
Net income (gross income less expenses)	2014-12-31	$93,695
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$480,491
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$386,796
Assets. Value of employer securities	2014-12-31	$160,931
Total contributions received or receivable from employer(s)	2014-12-31	$6,373
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$35,087
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$386,796
Total plan assets at beginning of year	2013-12-31	$351,709
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$7,296
Other income received	2013-12-31	$21,491
Net income (gross income less expenses)	2013-12-31	$35,087
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$386,796
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$351,709
Assets. Value of employer securities	2013-12-31	$95,516
Total contributions received or receivable from employer(s)	2013-12-31	$6,300
2012 : SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2012 401k financial data
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	$-45,905
Expenses. Total of all expenses incurred	2012-12-31	$130,095
Benefits paid (including direct rollovers)	2012-12-31	$130,000
Total plan assets at end of year	2012-12-31	$351,709
Total plan assets at beginning of year	2012-12-31	$527,709
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$7,465
Other income received	2012-12-31	$-59,827
Net income (gross income less expenses)	2012-12-31	$-176,000
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$351,709
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$527,709
Assets. Value of employer securities	2012-12-31	$126,801
Total contributions received or receivable from employer(s)	2012-12-31	$6,457
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$95
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-149,260
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$527,709
Total plan assets at beginning of year	2011-12-31	$676,969
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$7,166
Other income received	2011-12-31	$-162,629
Net income (gross income less expenses)	2011-12-31	$-149,260
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$527,709
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$676,969
Assets. Value of employer securities	2011-12-31	$209,519
Total contributions received or receivable from employer(s)	2011-12-31	$6,203
2010 : SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2010 401k financial data
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	$-54,238
Expenses. Total of all expenses incurred	2010-12-31	$128,464
Benefits paid (including direct rollovers)	2010-12-31	$128,274
Total plan assets at end of year	2010-12-31	$676,969
Total plan assets at beginning of year	2010-12-31	$859,671
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$21,190
Other income received	2010-12-31	$-87,098
Net income (gross income less expenses)	2010-12-31	$-182,702
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$676,969
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$859,671
Assets. Value of employer securities	2010-12-31	$359,310
Total contributions received or receivable from employer(s)	2010-12-31	$11,670
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN

2023: SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 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	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 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: SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K 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: SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K 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: SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 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: SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 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: SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 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: SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 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
2009: SHOEMAKER & BESSER INSURANCE GROUP, INC. 401K PLAN 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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504336-01

Policy instance

Insurance contract or identification number	504336-01
Number of Individuals Covered	1
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504336-01

Policy instance

Insurance contract or identification number	504336-01
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504336-01

Policy instance

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504336-01

Policy instance

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504336-01

Policy instance

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Company Name:	SHOEMAKER & BESSER INSURANCE GROUP, INC.
Employer identification number (EIN):	231736518
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	JOHN BRUBAKER
001	2023-01-01
001	2023-01-01	JOHN BRUBAKER
001	2022-01-01
001	2022-01-01	JOHN BRUBAKER
001	2021-01-01
001	2021-01-01	JOHN BRUBAKER
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JOHN BRUBAKER
001	2016-01-01	JOHN BRUBAKER
001	2015-01-01	JOHN BRUBAKER
001	2014-01-01	JOHN BRUBAKER
001	2013-01-01	JOHN BRUBAKER
001	2012-01-01	JOHN BRUBAKER
001	2011-01-01	JOHN BRUBAKER
001	2009-01-01	JOHN BRUBAKER