401k Plan data: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST plan

LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

LARRY GORDON AGENCY, INC., DIVISION OF LARRY GORDON ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: LARRY GORDON AGENCY, INC., DIVISION OF LARRY GORDON ASSOCIATES, INC.

Employer identification number (EIN): 364226035

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 INDRA HIPPS-TALBERT 2023-05-15 INDRA HIPPS-TALBERT 2023-05-15
001 2021-01-01 INDRA HIPPS-TALBERT 2022-07-01 INDRA HIPPS-TALBERT 2022-07-01
001 2020-01-01 INDRA HIPPS-TALBERT 2021-05-13 INDRA HIPPS-TALBERT 2021-05-13
001 2018-01-01 INDRA HIPPS-TALBERT 2019-05-08 INDRA HIPPS-TALBERT 2019-05-08
001 2017-01-01 INDRA HIPPS-TALBERT 2018-05-29 INDRA HIPPS-TALBERT 2018-05-29
001 2016-01-01 INDRA HIPPS-TALBERT 2017-05-24 INDRA HIPPS-TALBERT 2017-05-24
001 2015-01-01 INDRA HIPPS
001 2014-01-01 INDRA HIPPS-TALBERT
001 2013-01-01 INDRA HIPPS-TALBERT
001 2012-01-01 INDRA HIPPS-TALBERT
001 2011-01-01 NORINE MEISTER NORINE MEISTER 2012-07-24
001 2010-01-01 NORINE MEISTER 2011-05-09 NORINE MEISTER 2011-05-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	INDRA HIPPS-TALBERT	2023-05-15	INDRA HIPPS-TALBERT	2023-05-15
001	2021-01-01	INDRA HIPPS-TALBERT	2022-07-01	INDRA HIPPS-TALBERT	2022-07-01
001	2020-01-01	INDRA HIPPS-TALBERT	2021-05-13	INDRA HIPPS-TALBERT	2021-05-13
001	2018-01-01	INDRA HIPPS-TALBERT	2019-05-08	INDRA HIPPS-TALBERT	2019-05-08
001	2017-01-01	INDRA HIPPS-TALBERT	2018-05-29	INDRA HIPPS-TALBERT	2018-05-29
001	2016-01-01	INDRA HIPPS-TALBERT	2017-05-24	INDRA HIPPS-TALBERT	2017-05-24
001	2015-01-01	INDRA HIPPS
001	2014-01-01	INDRA HIPPS-TALBERT
001	2013-01-01	INDRA HIPPS-TALBERT
001	2012-01-01	INDRA HIPPS-TALBERT
001	2011-01-01	NORINE MEISTER		NORINE MEISTER	2012-07-24
001	2010-01-01	NORINE MEISTER	2011-05-09	NORINE MEISTER	2011-05-09

Plan Statistics for LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 23
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 26
Number of participants with account balances 2015-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 25
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 3
Total of all active and inactive participants 2014-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 29
Number of participants with account balances 2014-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 26
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 2
Total of all active and inactive participants 2013-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 29
Number of participants with account balances 2013-01-01 28
2012: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 27
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 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
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 3
Total of all active and inactive participants 2011-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 32
Number of participants with account balances 2011-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2015: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	23
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	26
Number of participants with account balances	2015-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	25
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	3
Total of all active and inactive participants	2014-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	29
Number of participants with account balances	2014-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	26
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	2
Total of all active and inactive participants	2013-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	29
Number of participants with account balances	2013-01-01	28
2012: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	27
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	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
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	3
Total of all active and inactive participants	2011-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	32
Number of participants with account balances	2011-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2015 : LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$162,590
Expenses. Total of all expenses incurred	2015-12-31	$1,204,255
Benefits paid (including direct rollovers)	2015-12-31	$1,172,142
Total plan assets at end of year	2015-12-31	$6,080,343
Total plan assets at beginning of year	2015-12-31	$7,122,008
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$121,985
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-24,743
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-1,041,665
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,080,343
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,122,008
Total contributions received or receivable from employer(s)	2015-12-31	$65,348
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$32,113
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$493,256
Expenses. Total of all expenses incurred	2014-12-31	$35,064
Benefits paid (including direct rollovers)	2014-12-31	$3,895
Total plan assets at end of year	2014-12-31	$7,122,008
Total plan assets at beginning of year	2014-12-31	$6,663,816
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$107,684
Other income received	2014-12-31	$326,205
Net income (gross income less expenses)	2014-12-31	$458,192
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,122,008
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,663,816
Assets. Value of participant loans	2014-12-31	$41,660
Total contributions received or receivable from employer(s)	2014-12-31	$59,367
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$31,169
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$1,126,695
Expenses. Total of all expenses incurred	2013-12-31	$39,055
Benefits paid (including direct rollovers)	2013-12-31	$11,943
Total plan assets at end of year	2013-12-31	$6,663,816
Total plan assets at beginning of year	2013-12-31	$5,576,176
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$120,321
Expenses. Other expenses not covered elsewhere	2013-12-31	$27,112
Other income received	2013-12-31	$934,116
Net income (gross income less expenses)	2013-12-31	$1,087,640
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,663,816
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,576,176
Assets. Value of participant loans	2013-12-31	$52,514
Total contributions received or receivable from employer(s)	2013-12-31	$72,258
2012 : LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$645,500
Expenses. Total of all expenses incurred	2012-12-31	$107,319
Benefits paid (including direct rollovers)	2012-12-31	$79,556
Total plan assets at end of year	2012-12-31	$5,576,176
Total plan assets at beginning of year	2012-12-31	$5,037,995
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$131,864
Expenses. Other expenses not covered elsewhere	2012-12-31	$25,103
Other income received	2012-12-31	$444,384
Net income (gross income less expenses)	2012-12-31	$538,181
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,576,176
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,037,995
Assets. Value of participant loans	2012-12-31	$80,454
Total contributions received or receivable from employer(s)	2012-12-31	$69,252
Value of certain deemed distributions of participant loans	2012-12-31	$2,660
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$105,518
Expenses. Total of all expenses incurred	2011-12-31	$38,132
Benefits paid (including direct rollovers)	2011-12-31	$8,791
Total plan assets at end of year	2011-12-31	$5,037,995
Total plan assets at beginning of year	2011-12-31	$4,970,609
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$132,694
Other income received	2011-12-31	$-97,381
Net income (gross income less expenses)	2011-12-31	$67,386
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,037,995
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,970,609
Assets. Value of participant loans	2011-12-31	$81,497
Total contributions received or receivable from employer(s)	2011-12-31	$70,205
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$29,341
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST

2015: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 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: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 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: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 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: LARRY GORDON AGENCY, INC. PROFIT SHARING PLAN AND TRUST 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

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Company Name:	LARRY GORDON AGENCY, INC., DIVISION OF LARRY GORDON ASSOCIATES, INC.
Employer identification number (EIN):	364226035
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages