401k Plan data: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN plan

SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SECURITY FIRST ASSOCIATED AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: SECURITY FIRST ASSOCIATED AGENCY, INC.

Employer identification number (EIN): 381808030

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 THOMAS COWAN 2021-05-03
001 2020-01-01
001 2019-01-01
001 2018-01-01 THOMAS COWAN
001 2017-01-01 THOMAS COWAN
001 2016-01-01 THOMAS COWAN
001 2015-01-01 THOMAS COWAN
001 2014-01-01 THOMAS COWAN
001 2013-01-01 THOMAS COWAN
001 2012-01-01 THOMAS COWAN
001 2011-01-01 THOMAS COWAN
001 2010-01-01 THOMAS COWAN
001 2009-01-01 THOMAS COWAN
001 2009-01-01 THOMAS COWAN
001 2009-01-01 THOMAS COWAN
001 2009-01-01 THOMAS COWAN
001 2009-01-01 THOMAS COWAN

Plan Statistics for SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 42
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 4
Total of all active and inactive participants 2020-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 46
Number of participants with account balances 2020-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 43
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 49
Number of participants with account balances 2019-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 41
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 47
Number of participants with account balances 2018-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 42
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 47
Number of participants with account balances 2017-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 41
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 47
Number of participants with account balances 2016-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 43
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 49
Number of participants with account balances 2015-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 40
Number of participants with account balances 2014-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 39
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 42
Total participants 2013-01-01 42
Number of participants with account balances 2013-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 37
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 38
Total participants 2012-01-01 38
Number of participants with account balances 2012-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 30
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 34
Total participants 2011-01-01 34
Number of participants with account balances 2011-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 35
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 37
Total participants 2010-01-01 37
Number of participants with account balances 2010-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 33
Total of all active and inactive participants 2009-01-01 33
Total participants 2009-01-01 33
Number of participants with account balances 2009-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2020: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	42
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	4
Total of all active and inactive participants	2020-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	46
Number of participants with account balances	2020-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	43
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	49
Number of participants with account balances	2019-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	41
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	47
Number of participants with account balances	2018-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	42
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	47
Number of participants with account balances	2017-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	41
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	47
Number of participants with account balances	2016-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	43
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	49
Number of participants with account balances	2015-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	40
Number of participants with account balances	2014-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	39
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	42
Total participants	2013-01-01	42
Number of participants with account balances	2013-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	37
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	38
Total participants	2012-01-01	38
Number of participants with account balances	2012-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	30
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	34
Total participants	2011-01-01	34
Number of participants with account balances	2011-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	35
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	37
Total participants	2010-01-01	37
Number of participants with account balances	2010-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	33
Total of all active and inactive participants	2009-01-01	33
Total participants	2009-01-01	33
Number of participants with account balances	2009-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$4,237,800
Expenses. Total of all expenses incurred	2020-12-31	$801,517
Benefits paid (including direct rollovers)	2020-12-31	$800,567
Total plan assets at end of year	2020-12-31	$9,577,397
Total plan assets at beginning of year	2020-12-31	$6,141,114
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$198,548
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$3,885,046
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$3,436,283
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,577,397
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,141,114
Assets. Value of employer securities	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$154,206
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$950
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,341,786
Expenses. Total of all expenses incurred	2019-12-31	$1,413,071
Benefits paid (including direct rollovers)	2019-12-31	$1,409,418
Total plan assets at end of year	2019-12-31	$6,141,114
Total plan assets at beginning of year	2019-12-31	$6,212,399
Value of fidelity bond covering the plan	2019-12-31	$1,314,000
Total contributions received or receivable from participants	2019-12-31	$244,444
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$946,267
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-71,285
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,141,114
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,212,399
Assets. Value of employer securities	2019-12-31	$1,453,594
Total contributions received or receivable from employer(s)	2019-12-31	$151,075
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,653
2018 : SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$316,412
Expenses. Total of all expenses incurred	2018-12-31	$576,832
Benefits paid (including direct rollovers)	2018-12-31	$573,301
Total plan assets at end of year	2018-12-31	$6,212,399
Total plan assets at beginning of year	2018-12-31	$6,472,819
Value of fidelity bond covering the plan	2018-12-31	$1,125,000
Total contributions received or receivable from participants	2018-12-31	$208,733
Other income received	2018-12-31	$-32,007
Net income (gross income less expenses)	2018-12-31	$-260,420
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,212,399
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,472,819
Assets. Value of employer securities	2018-12-31	$1,313,636
Total contributions received or receivable from employer(s)	2018-12-31	$139,686
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,531
2017 : SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,031,509
Expenses. Total of all expenses incurred	2017-12-31	$146,099
Benefits paid (including direct rollovers)	2017-12-31	$143,654
Total plan assets at end of year	2017-12-31	$6,472,819
Total plan assets at beginning of year	2017-12-31	$5,587,409
Value of fidelity bond covering the plan	2017-12-31	$1,040,000
Total contributions received or receivable from participants	2017-12-31	$103,273
Other income received	2017-12-31	$733,390
Net income (gross income less expenses)	2017-12-31	$885,410
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,472,819
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,587,409
Assets. Value of employer securities	2017-12-31	$1,098,241
Total contributions received or receivable from employer(s)	2017-12-31	$194,846
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,445
2016 : SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$737,975
Expenses. Total of all expenses incurred	2016-12-31	$111,321
Benefits paid (including direct rollovers)	2016-12-31	$104,148
Total plan assets at end of year	2016-12-31	$5,587,409
Total plan assets at beginning of year	2016-12-31	$4,960,755
Value of fidelity bond covering the plan	2016-12-31	$804,000
Total contributions received or receivable from participants	2016-12-31	$184,316
Contributions received from other sources (not participants or employers)	2016-12-31	$1,209
Other income received	2016-12-31	$449,383
Net income (gross income less expenses)	2016-12-31	$626,654
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,587,409
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,960,755
Assets. Value of employer securities	2016-12-31	$1,039,830
Total contributions received or receivable from employer(s)	2016-12-31	$103,067
Value of corrective distributions	2016-12-31	$4,785
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,388
2015 : SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$497,352
Expenses. Total of all expenses incurred	2015-12-31	$659,530
Benefits paid (including direct rollovers)	2015-12-31	$658,380
Total plan assets at end of year	2015-12-31	$4,960,755
Total plan assets at beginning of year	2015-12-31	$5,122,933
Value of fidelity bond covering the plan	2015-12-31	$600,000
Total contributions received or receivable from participants	2015-12-31	$161,223
Contributions received from other sources (not participants or employers)	2015-12-31	$4,096
Other income received	2015-12-31	$247,491
Net income (gross income less expenses)	2015-12-31	$-162,178
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,960,755
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,122,933
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	2015-12-31	$39,466
Assets. Value of employer securities	2015-12-31	$803,394
Total contributions received or receivable from employer(s)	2015-12-31	$84,542
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,150
2014 : SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$532,939
Expenses. Total of all expenses incurred	2014-12-31	$170,987
Benefits paid (including direct rollovers)	2014-12-31	$165,573
Total plan assets at end of year	2014-12-31	$5,122,933
Total plan assets at beginning of year	2014-12-31	$4,760,981
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$169,502
Other income received	2014-12-31	$301,229
Net income (gross income less expenses)	2014-12-31	$361,952
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,122,933
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,760,981
Assets. Value of employer securities	2014-12-31	$568,412
Total contributions received or receivable from employer(s)	2014-12-31	$62,208
Value of corrective distributions	2014-12-31	$4,410
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,004
2013 : SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$919,271
Expenses. Total of all expenses incurred	2013-12-31	$185,009
Benefits paid (including direct rollovers)	2013-12-31	$183,984
Total plan assets at end of year	2013-12-31	$4,760,981
Total plan assets at beginning of year	2013-12-31	$4,026,719
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$146,241
Other income received	2013-12-31	$716,864
Net income (gross income less expenses)	2013-12-31	$734,262
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,760,981
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,026,719
Assets. Value of employer securities	2013-12-31	$379,294
Total contributions received or receivable from employer(s)	2013-12-31	$56,166
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,025
2012 : SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$686,073
Expenses. Total of all expenses incurred	2012-12-31	$1,327,419
Benefits paid (including direct rollovers)	2012-12-31	$1,326,719
Total plan assets at end of year	2012-12-31	$4,026,719
Total plan assets at beginning of year	2012-12-31	$4,668,065
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$129,306
Contributions received from other sources (not participants or employers)	2012-12-31	$70,794
Other income received	2012-12-31	$430,198
Net income (gross income less expenses)	2012-12-31	$-641,346
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,026,719
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,668,065
Assets. Value of employer securities	2012-12-31	$222,141
Total contributions received or receivable from employer(s)	2012-12-31	$55,775
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$160,932
Expenses. Total of all expenses incurred	2011-12-31	$40,675
Benefits paid (including direct rollovers)	2011-12-31	$40,525
Total plan assets at end of year	2011-12-31	$4,668,065
Total plan assets at beginning of year	2011-12-31	$4,547,808
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$125,445
Other income received	2011-12-31	$-19,984
Net income (gross income less expenses)	2011-12-31	$120,257
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,668,065
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,547,808
Assets. Value of employer securities	2011-12-31	$223,529
Total contributions received or receivable from employer(s)	2011-12-31	$55,471
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$522,166
Expenses. Total of all expenses incurred	2010-12-31	$22,747
Benefits paid (including direct rollovers)	2010-12-31	$22,747
Total plan assets at end of year	2010-12-31	$4,547,808
Total plan assets at beginning of year	2010-12-31	$4,048,389
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$124,654
Other income received	2010-12-31	$345,236
Net income (gross income less expenses)	2010-12-31	$499,419
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,547,808
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,048,389
Assets. Value of employer securities	2010-12-31	$215,456
Total contributions received or receivable from employer(s)	2010-12-31	$52,276
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : SECURITY FIRST ASSOCIATED AGENCY, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0