401k Plan data: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN plan

WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	001

WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

WILLIAM M. MERCER AND ASSOC, INC. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM M. MERCER AND ASSOC, INC.

Employer identification number (EIN): 271668076

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 WILLIAM M. MERCER WILLIAM M. MERCER 2019-07-25
001 2017-01-01 WILLIAM M. MERCER WILLIAM M. MERCER 2018-07-17
001 2016-01-01 WILLIAM M. MERCER WILLIAM M. MERCER 2017-07-05
001 2015-01-01 WILLIAM M. MERCER WILLIAM M. MERCER 2016-07-25
001 2014-01-01 WILLIAM M. MERCER WILLIAM M. MERCER 2015-07-23
001 2013-01-01 WILLIAM M. MERCER WILLIAM M. MERCER 2014-05-01
001 2012-01-01 WILLIAM M. MERCER WILLIAM M. MERCER 2013-05-07
001 2011-01-01 WILLIAM M. MERCER WILLIAM M. MERCER 2012-06-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	WILLIAM M. MERCER	WILLIAM M. MERCER	2019-07-25
001	2017-01-01	WILLIAM M. MERCER	WILLIAM M. MERCER	2018-07-17
001	2016-01-01	WILLIAM M. MERCER	WILLIAM M. MERCER	2017-07-05
001	2015-01-01	WILLIAM M. MERCER	WILLIAM M. MERCER	2016-07-25
001	2014-01-01	WILLIAM M. MERCER	WILLIAM M. MERCER	2015-07-23
001	2013-01-01	WILLIAM M. MERCER	WILLIAM M. MERCER	2014-05-01
001	2012-01-01	WILLIAM M. MERCER	WILLIAM M. MERCER	2013-05-07
001	2011-01-01	WILLIAM M. MERCER	WILLIAM M. MERCER	2012-06-12

Plan Statistics for WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2022: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 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 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
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 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
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 0
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 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 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 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
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 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
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 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 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	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
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	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
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	0
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	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 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	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
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	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
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	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-529,045
Expenses. Total of all expenses incurred	2022-12-31	$85,585
Benefits paid (including direct rollovers)	2022-12-31	$85,560
Total plan assets at end of year	2022-12-31	$3,761,550
Total plan assets at beginning of year	2022-12-31	$4,376,180
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$54,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$25
Other income received	2022-12-31	$-642,015
Net income (gross income less expenses)	2022-12-31	$-614,630
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,761,550
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,376,180
Total contributions received or receivable from employer(s)	2022-12-31	$58,970
2021 : WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$753,693
Total plan assets at end of year	2021-12-31	$4,376,180
Total plan assets at beginning of year	2021-12-31	$3,622,487
Value of fidelity bond covering the plan	2021-12-31	$405,000
Total contributions received or receivable from participants	2021-12-31	$52,000
Other income received	2021-12-31	$645,951
Net income (gross income less expenses)	2021-12-31	$753,693
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,376,180
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,622,487
Total contributions received or receivable from employer(s)	2021-12-31	$55,742
2020 : WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$548,748
Total plan assets at end of year	2020-12-31	$3,622,487
Total plan assets at beginning of year	2020-12-31	$3,073,739
Value of fidelity bond covering the plan	2020-12-31	$300,000
Total contributions received or receivable from participants	2020-12-31	$52,000
Other income received	2020-12-31	$441,423
Net income (gross income less expenses)	2020-12-31	$548,748
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,622,487
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,073,739
Total contributions received or receivable from employer(s)	2020-12-31	$55,325
2019 : WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$620,363
Total plan assets at end of year	2019-12-31	$3,073,739
Total plan assets at beginning of year	2019-12-31	$2,453,376
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$50,000
Other income received	2019-12-31	$514,542
Net income (gross income less expenses)	2019-12-31	$620,363
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,073,739
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,453,376
Total contributions received or receivable from employer(s)	2019-12-31	$55,821
2018 : WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-3,213
Total plan assets at end of year	2018-12-31	$2,453,376
Total plan assets at beginning of year	2018-12-31	$2,456,589
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$49,000
Other income received	2018-12-31	$-106,273
Net income (gross income less expenses)	2018-12-31	$-3,213
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,453,376
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,456,589
Total contributions received or receivable from employer(s)	2018-12-31	$54,060
2017 : WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$467,988
Expenses. Total of all expenses incurred	2017-12-31	$260
Total plan assets at end of year	2017-12-31	$2,456,589
Total plan assets at beginning of year	2017-12-31	$1,988,861
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$48,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$260
Other income received	2017-12-31	$366,342
Net income (gross income less expenses)	2017-12-31	$467,728
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,456,589
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,988,861
Total contributions received or receivable from employer(s)	2017-12-31	$53,646
2016 : WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$273,960
Expenses. Total of all expenses incurred	2016-12-31	$240
Total plan assets at end of year	2016-12-31	$1,988,861
Total plan assets at beginning of year	2016-12-31	$1,715,141
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$48,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$240
Other income received	2016-12-31	$176,730
Net income (gross income less expenses)	2016-12-31	$273,720
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,988,861
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,715,141
Total contributions received or receivable from employer(s)	2016-12-31	$49,230
2015 : WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$59,150
Expenses. Total of all expenses incurred	2015-12-31	$220
Total plan assets at end of year	2015-12-31	$1,715,141
Total plan assets at beginning of year	2015-12-31	$1,656,211
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$48,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$220
Other income received	2015-12-31	$-35,618
Net income (gross income less expenses)	2015-12-31	$58,930
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,715,141
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,656,211
Total contributions received or receivable from employer(s)	2015-12-31	$46,768
2014 : WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$177,925
Expenses. Total of all expenses incurred	2014-12-31	$210
Total plan assets at end of year	2014-12-31	$1,656,211
Total plan assets at beginning of year	2014-12-31	$1,478,496
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$46,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$210
Other income received	2014-12-31	$85,112
Net income (gross income less expenses)	2014-12-31	$177,715
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,656,211
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,478,496
Total contributions received or receivable from employer(s)	2014-12-31	$46,813
2013 : WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$313,903
Expenses. Total of all expenses incurred	2013-12-31	$180
Total plan assets at end of year	2013-12-31	$1,478,496
Total plan assets at beginning of year	2013-12-31	$1,164,773
Value of fidelity bond covering the plan	2013-12-31	$125,000
Total contributions received or receivable from participants	2013-12-31	$46,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$180
Other income received	2013-12-31	$222,803
Net income (gross income less expenses)	2013-12-31	$313,723
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,478,496
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,164,773
Total contributions received or receivable from employer(s)	2013-12-31	$45,100
2012 : WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$221,873
Expenses. Total of all expenses incurred	2012-12-31	$160
Total plan assets at end of year	2012-12-31	$1,164,773
Total plan assets at beginning of year	2012-12-31	$943,060
Value of fidelity bond covering the plan	2012-12-31	$125,000
Total contributions received or receivable from participants	2012-12-31	$45,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$160
Other income received	2012-12-31	$132,590
Net income (gross income less expenses)	2012-12-31	$221,713
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,164,773
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$943,060
Total contributions received or receivable from employer(s)	2012-12-31	$44,283
2011 : WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$96,500
Expenses. Total of all expenses incurred	2011-12-31	$150
Total plan assets at end of year	2011-12-31	$943,060
Total plan assets at beginning of year	2011-12-31	$846,710
Value of fidelity bond covering the plan	2011-12-31	$125,000
Total contributions received or receivable from participants	2011-12-31	$44,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$150
Other income received	2011-12-31	$9,270
Net income (gross income less expenses)	2011-12-31	$96,350
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$943,060
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$846,710
Total contributions received or receivable from employer(s)	2011-12-31	$43,230
2010 : WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$168,883
Expenses. Total of all expenses incurred	2010-12-31	$120
Total plan assets at end of year	2010-12-31	$846,710
Total plan assets at beginning of year	2010-12-31	$677,947
Value of fidelity bond covering the plan	2010-12-31	$80,000
Total contributions received or receivable from participants	2010-12-31	$44,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$120
Other income received	2010-12-31	$81,950
Net income (gross income less expenses)	2010-12-31	$168,763
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$846,710
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$677,947
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	2010-12-31	$9,165
Total contributions received or receivable from employer(s)	2010-12-31	$42,933

Form 5500 Responses for WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN

2022: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM M. MERCER AND ASSOCIATES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM M. MERCER AND ASSOC, INC.
Employer identification number (EIN):	271668076
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages