401k Plan data: A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST plan

A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	002

A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 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

A M SKIER AGENCY INC has sponsored the creation of one or more 401k plans.

Company Name: A M SKIER AGENCY INC

Employer identification number (EIN): 240821287

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about A M SKIER AGENCY INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4025449

More information about A M SKIER AGENCY INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JOSEPH FAUBEL 2023-10-13
002 2021-01-01 JOSEPH FAUBEL 2022-10-08
002 2020-01-01 JOSEPH FAUBEL 2021-07-30
002 2019-01-01 JOSEPH FAUBEL 2020-09-28
002 2018-01-01 JOSEPH FAUBEL 2019-07-29
002 2017-01-01 JOSEPH FAUBEL 2018-07-31
002 2016-01-01 JOSEPH FAUBEL 2017-07-30
002 2015-01-01 JOSEPH FAUBEL 2016-09-19
002 2014-01-01 JOSEPH FAUBEL 2015-07-17
002 2013-01-01 HENRY SKIER
002 2012-01-01 HENRY SKIER
002 2011-01-01 HENRY SKIER 2012-07-25
002 2010-01-01 A M SKIER AGENCY INC 2011-07-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	JOSEPH FAUBEL	2023-10-13
002	2021-01-01	JOSEPH FAUBEL	2022-10-08
002	2020-01-01	JOSEPH FAUBEL	2021-07-30
002	2019-01-01	JOSEPH FAUBEL	2020-09-28
002	2018-01-01	JOSEPH FAUBEL	2019-07-29
002	2017-01-01	JOSEPH FAUBEL	2018-07-31
002	2016-01-01	JOSEPH FAUBEL	2017-07-30
002	2015-01-01	JOSEPH FAUBEL	2016-09-19
002	2014-01-01	JOSEPH FAUBEL	2015-07-17
002	2013-01-01	HENRY SKIER
002	2012-01-01	HENRY SKIER
002	2011-01-01	HENRY SKIER	2012-07-25
002	2010-01-01	A M SKIER AGENCY INC	2011-07-06

Plan Statistics for A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2013: A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 24
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 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 26
Number of participants with account balances 2013-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 25
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 2
Total of all active and inactive participants 2012-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 28
Number of participants with account balances 2012-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2013: A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	24
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	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	26
Number of participants with account balances	2013-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	25
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	2
Total of all active and inactive participants	2012-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	28
Number of participants with account balances	2012-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2013 : A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$356,069
Expenses. Total of all expenses incurred	2013-12-31	$242,086
Benefits paid (including direct rollovers)	2013-12-31	$239,005
Total plan assets at end of year	2013-12-31	$1,611,290
Total plan assets at beginning of year	2013-12-31	$1,497,307
Value of fidelity bond covering the plan	2013-12-31	$1,500,000
Total contributions received or receivable from participants	2013-12-31	$80,905
Expenses. Other expenses not covered elsewhere	2013-12-31	$161
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$275,164
Net income (gross income less expenses)	2013-12-31	$113,983
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,611,290
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,497,307
Assets. Value of participant loans	2013-12-31	$12,308
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$2,920
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$250,291
Expenses. Total of all expenses incurred	2012-12-31	$72,704
Benefits paid (including direct rollovers)	2012-12-31	$72,642
Total plan assets at end of year	2012-12-31	$1,497,307
Total plan assets at beginning of year	2012-12-31	$1,319,720
Value of fidelity bond covering the plan	2012-12-31	$1,500,000
Total contributions received or receivable from participants	2012-12-31	$88,415
Expenses. Other expenses not covered elsewhere	2012-12-31	$62
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$161,876
Net income (gross income less expenses)	2012-12-31	$177,587
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,497,307
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,319,720
Assets. Value of participant loans	2012-12-31	$9,465
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST

2013: A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: A M SKIER AGENCY INC 401(K) PROFIT SHARING PLAN & 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828214

Policy instance

Insurance contract or identification number	GA-828214
Number of Individuals Covered	20
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,235
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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
Commission paid to Insurance Broker	USD $2,235
Insurance broker organization code?	3
Insurance broker name	CETERA ADVISOR NETWORKS LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828214

Policy instance

Insurance contract or identification number	GA-828214
Number of Individuals Covered	26
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $21,824
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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
Commission paid to Insurance Broker	USD $21,222
Insurance broker organization code?	3
Insurance broker name	CETERA ADVISORS NETWORKS LLC

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Company Name:	A M SKIER AGENCY INC
Employer identification number (EIN):	240821287
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4025449