MCCREDIE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2021: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 20 |
| Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 7 |
| Total of all active and inactive participants | 2021-04-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 0 |
| Total participants | 2021-04-01 | 27 |
| Number of participants with account balances | 2021-04-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 0 |
| 2020: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 21 |
| Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 6 |
| Total of all active and inactive participants | 2020-04-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 0 |
| Total participants | 2020-04-01 | 27 |
| Number of participants with account balances | 2020-04-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 1 |
| 2019: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 20 |
| Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 6 |
| Total of all active and inactive participants | 2019-04-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 0 |
| Total participants | 2019-04-01 | 26 |
| Number of participants with account balances | 2019-04-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 0 |
| 2018: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 21 |
| Number of retired or separated participants receiving benefits | 2018-04-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 2 |
| Total of all active and inactive participants | 2018-04-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 0 |
| Total participants | 2018-04-01 | 27 |
| Number of participants with account balances | 2018-04-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 0 |
| 2017: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 21 |
| Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 4 |
| Total of all active and inactive participants | 2017-04-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 0 |
| Total participants | 2017-04-01 | 25 |
| Number of participants with account balances | 2017-04-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 0 |
| 2016: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 22 |
| Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 3 |
| Total of all active and inactive participants | 2016-04-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 0 |
| Total participants | 2016-04-01 | 25 |
| Number of participants with account balances | 2016-04-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 1 |
| 2015: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 23 |
| Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 3 |
| Total of all active and inactive participants | 2015-04-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
| Total participants | 2015-04-01 | 26 |
| Number of participants with account balances | 2015-04-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 0 |
| 2014: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 25 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 0 |
| Total of all active and inactive participants | 2014-04-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
| Total participants | 2014-04-01 | 25 |
| Number of participants with account balances | 2014-04-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
| 2013: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 26 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 0 |
| Total of all active and inactive participants | 2013-04-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
| Total participants | 2013-04-01 | 26 |
| Number of participants with account balances | 2013-04-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 1 |
| 2012: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 26 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 0 |
| Total of all active and inactive participants | 2012-04-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
| Total participants | 2012-04-01 | 26 |
| Number of participants with account balances | 2012-04-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
| 2011: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 25 |
| Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 0 |
| Total of all active and inactive participants | 2011-04-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
| Total participants | 2011-04-01 | 25 |
| Number of participants with account balances | 2011-04-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
| 2010: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-04-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 25 |
| Number of retired or separated participants receiving benefits | 2010-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 0 |
| Total of all active and inactive participants | 2010-04-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 0 |
| Total participants | 2010-04-01 | 25 |
| Number of participants with account balances | 2010-04-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 1 |
| 2009: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 25 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 3 |
| Total of all active and inactive participants | 2009-04-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
| Total participants | 2009-04-01 | 28 |
| Number of participants with account balances | 2009-04-01 | 28 |
| Measure | Date | Value |
|---|
| 2022 : THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-03-31 | $5,141 |
| Total plan liabilities at beginning of year | 2022-03-31 | $24,610 |
| Total income from all sources | 2022-03-31 | $1,921,713 |
| Expenses. Total of all expenses incurred | 2022-03-31 | $911,579 |
| Benefits paid (including direct rollovers) | 2022-03-31 | $792,952 |
| Total plan assets at end of year | 2022-03-31 | $13,149,474 |
| Total plan assets at beginning of year | 2022-03-31 | $12,158,809 |
| Value of fidelity bond covering the plan | 2022-03-31 | $4,500,000 |
| Assets. Value of loans (other than to participants) | 2022-03-31 | $454,175 |
| Expenses. Other expenses not covered elsewhere | 2022-03-31 | $118,627 |
| Other income received | 2022-03-31 | $1,921,713 |
| Net income (gross income less expenses) | 2022-03-31 | $1,010,134 |
| Net plan assets at end of year (total assets less liabilities) | 2022-03-31 | $13,144,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-03-31 | $12,134,199 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-03-31 | $2,267,000 |
| 2021 : THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-03-31 | $24,610 |
| Total income from all sources | 2021-03-31 | $3,404,362 |
| Expenses. Total of all expenses incurred | 2021-03-31 | $283,190 |
| Benefits paid (including direct rollovers) | 2021-03-31 | $346,771 |
| Total plan assets at end of year | 2021-03-31 | $12,158,809 |
| Total plan assets at beginning of year | 2021-03-31 | $9,013,027 |
| Value of fidelity bond covering the plan | 2021-03-31 | $4,200,000 |
| Assets. Value of loans (other than to participants) | 2021-03-31 | $547,041 |
| Expenses. Other expenses not covered elsewhere | 2021-03-31 | $-63,581 |
| Other income received | 2021-03-31 | $3,374,362 |
| Net income (gross income less expenses) | 2021-03-31 | $3,121,172 |
| Net plan assets at end of year (total assets less liabilities) | 2021-03-31 | $12,134,199 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-03-31 | $9,013,027 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-03-31 | $2,225,000 |
| Total contributions received or receivable from employer(s) | 2021-03-31 | $30,000 |
| 2020 : THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-03-31 | $231,885 |
| Expenses. Total of all expenses incurred | 2020-03-31 | $1,011,450 |
| Benefits paid (including direct rollovers) | 2020-03-31 | $1,019,427 |
| Total plan assets at end of year | 2020-03-31 | $9,013,027 |
| Total plan assets at beginning of year | 2020-03-31 | $9,792,592 |
| Value of fidelity bond covering the plan | 2020-03-31 | $4,200,000 |
| Assets. Value of loans (other than to participants) | 2020-03-31 | $545,788 |
| Expenses. Other expenses not covered elsewhere | 2020-03-31 | $-7,977 |
| Other income received | 2020-03-31 | $201,885 |
| Net income (gross income less expenses) | 2020-03-31 | $-779,565 |
| Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $9,013,027 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $9,792,592 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-03-31 | $2,100,000 |
| Total contributions received or receivable from employer(s) | 2020-03-31 | $30,000 |
| 2019 : THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2019-03-31 | $8,379 |
| Total income from all sources | 2019-03-31 | $699,433 |
| Expenses. Total of all expenses incurred | 2019-03-31 | $422,586 |
| Benefits paid (including direct rollovers) | 2019-03-31 | $398,792 |
| Total plan assets at end of year | 2019-03-31 | $9,792,592 |
| Total plan assets at beginning of year | 2019-03-31 | $9,524,124 |
| Value of fidelity bond covering the plan | 2019-03-31 | $4,200,000 |
| Assets. Value of loans (other than to participants) | 2019-03-31 | $548,607 |
| Expenses. Other expenses not covered elsewhere | 2019-03-31 | $23,794 |
| Other income received | 2019-03-31 | $639,433 |
| Net income (gross income less expenses) | 2019-03-31 | $276,847 |
| Net plan assets at end of year (total assets less liabilities) | 2019-03-31 | $9,792,592 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-03-31 | $9,515,745 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-03-31 | $2,075,000 |
| Total contributions received or receivable from employer(s) | 2019-03-31 | $60,000 |
| 2018 : THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-03-31 | $8,379 |
| Total income from all sources | 2018-03-31 | $1,023,766 |
| Expenses. Total of all expenses incurred | 2018-03-31 | $760,419 |
| Benefits paid (including direct rollovers) | 2018-03-31 | $662,666 |
| Total plan assets at end of year | 2018-03-31 | $9,524,124 |
| Total plan assets at beginning of year | 2018-03-31 | $9,252,398 |
| Value of fidelity bond covering the plan | 2018-03-31 | $4,200,000 |
| Assets. Value of loans (other than to participants) | 2018-03-31 | $86,726 |
| Expenses. Other expenses not covered elsewhere | 2018-03-31 | $88,062 |
| Other income received | 2018-03-31 | $1,023,766 |
| Net income (gross income less expenses) | 2018-03-31 | $263,347 |
| Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $9,515,745 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $9,252,398 |
| Assets. Value of participant loans | 2018-03-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-03-31 | $2,100,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-03-31 | $9,691 |
| 2017 : THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-03-31 | $1,147,819 |
| Expenses. Total of all expenses incurred | 2017-03-31 | $357,896 |
| Benefits paid (including direct rollovers) | 2017-03-31 | $337,208 |
| Total plan assets at end of year | 2017-03-31 | $9,252,398 |
| Total plan assets at beginning of year | 2017-03-31 | $8,462,475 |
| Value of fidelity bond covering the plan | 2017-03-31 | $4,200,000 |
| Assets. Value of loans (other than to participants) | 2017-03-31 | $56,995 |
| Expenses. Other expenses not covered elsewhere | 2017-03-31 | $-9,812 |
| Other income received | 2017-03-31 | $1,117,819 |
| Net income (gross income less expenses) | 2017-03-31 | $789,923 |
| Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $9,252,398 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $8,462,475 |
| Assets. Value of participant loans | 2017-03-31 | $7,317 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-03-31 | $2,107,018 |
| Total contributions received or receivable from employer(s) | 2017-03-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-03-31 | $30,500 |
| 2016 : THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-03-31 | $9,030 |
| Total income from all sources | 2016-03-31 | $642,474 |
| Expenses. Total of all expenses incurred | 2016-03-31 | $572,642 |
| Benefits paid (including direct rollovers) | 2016-03-31 | $560,930 |
| Total plan assets at end of year | 2016-03-31 | $8,462,475 |
| Total plan assets at beginning of year | 2016-03-31 | $8,401,673 |
| Value of fidelity bond covering the plan | 2016-03-31 | $4,200,000 |
| Assets. Value of loans (other than to participants) | 2016-03-31 | $66,571 |
| Expenses. Other expenses not covered elsewhere | 2016-03-31 | $-26,788 |
| Other income received | 2016-03-31 | $582,474 |
| Net income (gross income less expenses) | 2016-03-31 | $69,832 |
| Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $8,462,475 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $8,392,643 |
| Assets. Value of participant loans | 2016-03-31 | $9,223 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-03-31 | $2,115,260 |
| Total contributions received or receivable from employer(s) | 2016-03-31 | $60,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-03-31 | $38,500 |
| 2015 : THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-03-31 | $9,030 |
| Total income from all sources | 2015-03-31 | $359,783 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $412,109 |
| Benefits paid (including direct rollovers) | 2015-03-31 | $340,681 |
| Total plan assets at end of year | 2015-03-31 | $8,401,673 |
| Total plan assets at beginning of year | 2015-03-31 | $8,444,969 |
| Value of fidelity bond covering the plan | 2015-03-31 | $4,200,000 |
| Assets. Value of loans (other than to participants) | 2015-03-31 | $766,888 |
| Expenses. Other expenses not covered elsewhere | 2015-03-31 | $32,717 |
| Other income received | 2015-03-31 | $284,783 |
| Net income (gross income less expenses) | 2015-03-31 | $-52,326 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $8,392,643 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $8,444,969 |
| Assets. Value of participant loans | 2015-03-31 | $12,469 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-03-31 | $2,255,000 |
| Total contributions received or receivable from employer(s) | 2015-03-31 | $75,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-03-31 | $38,711 |
| 2014 : THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-03-31 | $723,965 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $287,475 |
| Benefits paid (including direct rollovers) | 2014-03-31 | $224,747 |
| Total plan assets at end of year | 2014-03-31 | $8,444,969 |
| Total plan assets at beginning of year | 2014-03-31 | $8,008,479 |
| Value of fidelity bond covering the plan | 2014-03-31 | $3,700,000 |
| Assets. Value of loans (other than to participants) | 2014-03-31 | $653,830 |
| Expenses. Other expenses not covered elsewhere | 2014-03-31 | $17,988 |
| Other income received | 2014-03-31 | $663,965 |
| Net income (gross income less expenses) | 2014-03-31 | $436,490 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $8,444,969 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $8,008,479 |
| Assets. Value of participant loans | 2014-03-31 | $14,078 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-03-31 | $2,356,430 |
| Total contributions received or receivable from employer(s) | 2014-03-31 | $60,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-03-31 | $44,740 |
| 2013 : THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-03-31 | $721,696 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $303,411 |
| Benefits paid (including direct rollovers) | 2013-03-31 | $235,342 |
| Total plan assets at end of year | 2013-03-31 | $8,008,479 |
| Total plan assets at beginning of year | 2013-03-31 | $7,590,194 |
| Value of fidelity bond covering the plan | 2013-03-31 | $3,700,000 |
| Assets. Value of loans (other than to participants) | 2013-03-31 | $391,598 |
| Expenses. Other expenses not covered elsewhere | 2013-03-31 | $31,034 |
| Other income received | 2013-03-31 | $671,696 |
| Net income (gross income less expenses) | 2013-03-31 | $418,285 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $8,008,479 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $7,590,194 |
| Assets. Value of participant loans | 2013-03-31 | $3,317 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-03-31 | $2,255,000 |
| Total contributions received or receivable from employer(s) | 2013-03-31 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-03-31 | $37,035 |
| 2012 : THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-03-31 | $239,616 |
| Expenses. Total of all expenses incurred | 2012-03-31 | $284,419 |
| Benefits paid (including direct rollovers) | 2012-03-31 | $211,615 |
| Total plan assets at end of year | 2012-03-31 | $7,590,194 |
| Total plan assets at beginning of year | 2012-03-31 | $7,634,997 |
| Value of fidelity bond covering the plan | 2012-03-31 | $3,700,000 |
| Assets. Value of loans (other than to participants) | 2012-03-31 | $398,841 |
| Expenses. Other expenses not covered elsewhere | 2012-03-31 | $72,804 |
| Other income received | 2012-03-31 | $189,616 |
| Net income (gross income less expenses) | 2012-03-31 | $-44,803 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $7,590,194 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $7,634,997 |
| Assets. Value of participant loans | 2012-03-31 | $4,524 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-03-31 | $2,230,000 |
| Total contributions received or receivable from employer(s) | 2012-03-31 | $50,000 |
| 2011 : THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-03-31 | $39,791 |
| Total income from all sources | 2011-03-31 | $913,216 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $715,909 |
| Benefits paid (including direct rollovers) | 2011-03-31 | $599,527 |
| Total plan assets at end of year | 2011-03-31 | $7,634,997 |
| Total plan assets at beginning of year | 2011-03-31 | $7,477,481 |
| Value of fidelity bond covering the plan | 2011-03-31 | $3,700,000 |
| Assets. Value of loans (other than to participants) | 2011-03-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2011-03-31 | $116,382 |
| Other income received | 2011-03-31 | $883,216 |
| Net income (gross income less expenses) | 2011-03-31 | $197,307 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $7,634,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $7,437,690 |
| Assets. Value of participant loans | 2011-03-31 | $5,943 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2011-03-31 | $100,000 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-03-31 | $2,230,000 |
| Total contributions received or receivable from employer(s) | 2011-03-31 | $30,000 |
| 2021: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan funding arrangement – Trust | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Plan funding arrangement – Insurance | Yes |
| 2020-04-01 | Plan funding arrangement – Trust | Yes |
| 2020-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-04-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Plan funding arrangement – Insurance | Yes |
| 2019-04-01 | Plan funding arrangement – Trust | Yes |
| 2019-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-04-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | Plan funding arrangement – Insurance | Yes |
| 2018-04-01 | Plan funding arrangement – Trust | Yes |
| 2018-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-04-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Plan funding arrangement – Insurance | Yes |
| 2017-04-01 | Plan funding arrangement – Trust | Yes |
| 2017-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-04-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Plan funding arrangement – Insurance | Yes |
| 2016-04-01 | Plan funding arrangement – Trust | Yes |
| 2016-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-04-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan funding arrangement – Trust | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan funding arrangement – Trust | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan funding arrangement – Trust | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan funding arrangement – Trust | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan funding arrangement – Trust | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement - Trust | Yes |
| 2010: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-04-01 | Type of plan entity | Single employer plan |
| 2010-04-01 | Plan funding arrangement – Insurance | Yes |
| 2010-04-01 | Plan funding arrangement – Trust | Yes |
| 2010-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-04-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE MCCREDIE AGENCY INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Plan funding arrangement – Insurance | Yes |
| 2009-04-01 | Plan funding arrangement – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-04-01 | Plan benefit arrangement - Trust | Yes |
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 ) |
| Policy contract number | 77006596 |
| Policy instance | 1 |
| Insurance contract or identification number | 77006596 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 ) |
| Policy contract number | 77006596 |
| Policy instance | 1 |
| Insurance contract or identification number | 77006596 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 ) |
| Policy contract number | 77006596 |
| Policy instance | 1 |
| Insurance contract or identification number | 77006596 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 ) |
| Policy contract number | 77006596 |
| Policy instance | 1 |
| Insurance contract or identification number | 77006596 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 ) |
| Policy contract number | 77006596 |
| Policy instance | 1 |
| Insurance contract or identification number | 77006596 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | MCCREDIE AGENCY, INC. |
|
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 ) |
| Policy contract number | 77006596 |
| Policy instance | 1 |
| Insurance contract or identification number | 77006596 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | MCCREDIE AGENCY, INC. |
|
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 ) |
| Policy contract number | 77006596 |
| Policy instance | 1 |
| Insurance contract or identification number | 77006596 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | MCCREDIE AGENCY, INC. |
|
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 ) |
| Policy contract number | 77006596 |
| Policy instance | 1 |
| Insurance contract or identification number | 77006596 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | PIPER MCCREDIE AGENCY, INC. |
|
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 ) |
| Policy contract number | ULGT000215 |
| Policy instance | 2 |
| Insurance contract or identification number | ULGT000215 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | PIPER MCCREDIE AGENCY, INC. |
|
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 ) |
| Policy contract number | ULGT000215 |
| Policy instance | 2 |
| Insurance contract or identification number | ULGT000215 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | PIPER MCCREDIE AGENCY, INC. |
|
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 ) |
| Policy contract number | 77006596 |
| Policy instance | 1 |
| Insurance contract or identification number | 77006596 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | PIPER MCCREDIE AGENCY, INC. |
|
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 ) |
| Policy contract number | 77006596 |
| Policy instance | 1 |
| Insurance contract or identification number | 77006596 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-10-11 | | Insurance policy end date | 2011-10-10 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 ) |
| Policy contract number | ULGT000215 |
| Policy instance | 2 |
| Insurance contract or identification number | ULGT000215 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-06-25 | | Insurance policy end date | 2011-06-25 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 ) |
| Policy contract number | 77006596 |
| Policy instance | 1 |
| Insurance contract or identification number | 77006596 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2009-06-29 | | Insurance policy end date | 2010-06-29 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 ) |
| Policy contract number | 77006596 |
| Policy instance | 2 |
| Insurance contract or identification number | 77006596 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-06-29 | | Insurance policy end date | 2010-10-11 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
