401k Plan data: WILLIAM H. MEYER AGENCY, INC 401(K) PLAN plan

WILLIAM H. MEYER AGENCY, INC 401(K) PLAN 401k Plan overview

Plan Name	WILLIAM H. MEYER AGENCY, INC 401(K) PLAN
Plan identification number	001

WILLIAM H. MEYER AGENCY, INC 401(K) 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.
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

WILLIAM H. MEYER AGENCY INC has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM H. MEYER AGENCY INC

Employer identification number (EIN): 311329000

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM H. MEYER AGENCY, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 WILLIAM MEYER 2023-07-24
001 2021-01-01 WILLIAM MEYER 2022-07-28
001 2020-01-01 WILLIAM MEYER 2021-07-09
001 2019-01-01 WILLIAM MEYER 2020-10-12
001 2018-01-01 WILLIAM MEYER 2019-09-06
001 2017-01-01 WILLIAM MEYER 2018-10-10
001 2016-01-01 WILLIAM MEYER 2017-07-24
001 2015-01-01 WILLIAM MEYER 2016-09-30
001 2014-01-01 WILLIAM MEYER 2015-09-29
001 2013-01-01 WILLIAM MEYER 2014-09-30
001 2012-01-01 WILLIAM MEYER
001 2011-01-01 WILLIAM MEYER
001 2009-01-01 WILLIAM MEYER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	WILLIAM MEYER	2023-07-24
001	2021-01-01	WILLIAM MEYER	2022-07-28
001	2020-01-01	WILLIAM MEYER	2021-07-09
001	2019-01-01	WILLIAM MEYER	2020-10-12
001	2018-01-01	WILLIAM MEYER	2019-09-06
001	2017-01-01	WILLIAM MEYER	2018-10-10
001	2016-01-01	WILLIAM MEYER	2017-07-24
001	2015-01-01	WILLIAM MEYER	2016-09-30
001	2014-01-01	WILLIAM MEYER	2015-09-29
001	2013-01-01	WILLIAM MEYER	2014-09-30
001	2012-01-01	WILLIAM MEYER
001	2011-01-01	WILLIAM MEYER
001	2009-01-01	WILLIAM MEYER

Plan Statistics for WILLIAM H. MEYER AGENCY, INC 401(K) PLAN

401k plan membership statisitcs for WILLIAM H. MEYER AGENCY, INC 401(K) PLAN

Measure Date Value
2012: WILLIAM H. MEYER AGENCY, INC 401(K) 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 H. MEYER AGENCY, INC 401(K) 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
2009: WILLIAM H. MEYER AGENCY, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2012: WILLIAM H. MEYER AGENCY, INC 401(K) 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 H. MEYER AGENCY, INC 401(K) 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
2009: WILLIAM H. MEYER AGENCY, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on WILLIAM H. MEYER AGENCY, INC 401(K) PLAN

Measure	Date	Value
2012 : WILLIAM H. MEYER AGENCY, INC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$26,189
Expenses. Total of all expenses incurred	2012-12-31	$43,537
Total plan assets at end of year	2012-12-31	$304,497
Total plan assets at beginning of year	2012-12-31	$321,845
Total contributions received or receivable from participants	2012-12-31	$8,800
Expenses. Other expenses not covered elsewhere	2012-12-31	$100
Other income received	2012-12-31	$13,327
Net income (gross income less expenses)	2012-12-31	$-17,348
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$304,497
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$321,845
Assets. Value of participant loans	2012-12-31	$28,751
Total contributions received or receivable from employer(s)	2012-12-31	$4,062
Value of certain deemed distributions of participant loans	2012-12-31	$14,237
Value of corrective distributions	2012-12-31	$29,200
2011 : WILLIAM H. MEYER AGENCY, INC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$4,800
Expenses. Total of all expenses incurred	2011-12-31	$32,744
Total plan assets at end of year	2011-12-31	$321,845
Total plan assets at beginning of year	2011-12-31	$349,789
Total contributions received or receivable from participants	2011-12-31	$8,800
Expenses. Other expenses not covered elsewhere	2011-12-31	$80
Other income received	2011-12-31	$-4,000
Net income (gross income less expenses)	2011-12-31	$-27,944
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$321,845
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$349,789
Assets. Value of participant loans	2011-12-31	$57,630
Value of corrective distributions	2011-12-31	$32,664
2010 : WILLIAM H. MEYER AGENCY, INC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$31,321
Expenses. Total of all expenses incurred	2010-12-31	$100
Total plan assets at end of year	2010-12-31	$349,789
Total plan assets at beginning of year	2010-12-31	$318,568
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$9,138
Expenses. Other expenses not covered elsewhere	2010-12-31	$100
Other income received	2010-12-31	$22,183
Net income (gross income less expenses)	2010-12-31	$31,221
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$349,789
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$318,568
Assets. Value of participant loans	2010-12-31	$71,993

Form 5500 Responses for WILLIAM H. MEYER AGENCY, INC 401(K) PLAN

2012: WILLIAM H. MEYER AGENCY, INC 401(K) 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 H. MEYER AGENCY, INC 401(K) 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
2009: WILLIAM H. MEYER AGENCY, INC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM H. MEYER AGENCY INC
Employer identification number (EIN):	311329000
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages