PROGRESSIVE AE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROGRESSIVE AE FLEXIBLE COMPENSATION PLAN
| Measure | Date | Value |
|---|
| 2017 : PROGRESSIVE AE FLEXIBLE COMPENSATION PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-09-30 | $0 |
| Total transfer of assets to this plan | 2017-09-30 | $1,472,821 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $0 |
| Total income from all sources (including contributions) | 2017-09-30 | $4,816,829 |
| Total loss/gain on sale of assets | 2017-09-30 | $0 |
| Total of all expenses incurred | 2017-09-30 | $1,797,925 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $1,771,739 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $1,734,286 |
| Value of total assets at end of year | 2017-09-30 | $21,240,690 |
| Value of total assets at beginning of year | 2017-09-30 | $16,748,965 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $26,186 |
| Total interest from all sources | 2017-09-30 | $3,809 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $555,068 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-09-30 | $387,876 |
| Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
| Value of fidelity bond cover | 2017-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
| Contributions received from participants | 2017-09-30 | $1,244,798 |
| Participant contributions at end of year | 2017-09-30 | $64,977 |
| Participant contributions at beginning of year | 2017-09-30 | $80,611 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-09-30 | $364,488 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
| Value of net income/loss | 2017-09-30 | $3,018,904 |
| Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $21,240,690 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $16,748,965 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-09-30 | $16,635,236 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-09-30 | $13,260,212 |
| Interest on participant loans | 2017-09-30 | $3,809 |
| Income. Interest from loans (other than to participants) | 2017-09-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2017-09-30 | $558,363 |
| Value of interest in common/collective trusts at beginning of year | 2017-09-30 | $502,346 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-09-30 | $937,279 |
| Net investment gain or loss from common/collective trusts | 2017-09-30 | $14,985 |
| Net gain/loss from 103.12 investment entities | 2017-09-30 | $1,571,402 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
| Assets. Invements in employer securities at end of year | 2017-09-30 | $3,982,114 |
| Assets. Invements in employer securities at beginning of year | 2017-09-30 | $2,905,796 |
| Contributions received in cash from employer | 2017-09-30 | $125,000 |
| Income. Dividends from common stock | 2017-09-30 | $167,192 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $1,771,739 |
| Contract administrator fees | 2017-09-30 | $26,186 |
| Did the plan have assets held for investment | 2017-09-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Disclaimer |
| Accountancy firm name | 2017-09-30 | BEENE GARTER LLP |
| Accountancy firm EIN | 2017-09-30 | 381337372 |
| 2016 : PROGRESSIVE AE FLEXIBLE COMPENSATION PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $0 |
| Total income from all sources (including contributions) | 2016-09-30 | $3,123,536 |
| Total loss/gain on sale of assets | 2016-09-30 | $0 |
| Total of all expenses incurred | 2016-09-30 | $2,250,239 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $2,232,121 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $1,243,874 |
| Value of total assets at end of year | 2016-09-30 | $16,748,965 |
| Value of total assets at beginning of year | 2016-09-30 | $15,875,668 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $18,118 |
| Total interest from all sources | 2016-09-30 | $3,405 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $726,128 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-09-30 | $432,292 |
| Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
| Value of fidelity bond cover | 2016-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-09-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
| Contributions received from participants | 2016-09-30 | $979,139 |
| Participant contributions at end of year | 2016-09-30 | $80,611 |
| Participant contributions at beginning of year | 2016-09-30 | $86,770 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-09-30 | $164,735 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
| Value of net income/loss | 2016-09-30 | $873,297 |
| Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $16,748,965 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $15,875,668 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-09-30 | $13,260,212 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-09-30 | $11,965,382 |
| Interest on participant loans | 2016-09-30 | $3,405 |
| Income. Interest from loans (other than to participants) | 2016-09-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2016-09-30 | $502,346 |
| Value of interest in common/collective trusts at beginning of year | 2016-09-30 | $1,184,584 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-09-30 | $282,524 |
| Net investment gain or loss from common/collective trusts | 2016-09-30 | $56,142 |
| Net gain/loss from 103.12 investment entities | 2016-09-30 | $811,463 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
| Assets. Invements in employer securities at end of year | 2016-09-30 | $2,905,796 |
| Assets. Invements in employer securities at beginning of year | 2016-09-30 | $2,638,932 |
| Contributions received in cash from employer | 2016-09-30 | $100,000 |
| Employer contributions (assets) at end of year | 2016-09-30 | $0 |
| Income. Dividends from common stock | 2016-09-30 | $293,836 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $2,232,121 |
| Contract administrator fees | 2016-09-30 | $18,118 |
| Did the plan have assets held for investment | 2016-09-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Disclaimer |
| Accountancy firm name | 2016-09-30 | VANDER PLOEG, BERGAKKER & ASSOCIATE |
| Accountancy firm EIN | 2016-09-30 | 382445537 |
| 2015 : PROGRESSIVE AE FLEXIBLE COMPENSATION PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
| Total income from all sources (including contributions) | 2015-09-30 | $1,575,937 |
| Total loss/gain on sale of assets | 2015-09-30 | $0 |
| Total of all expenses incurred | 2015-09-30 | $2,372,956 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $2,360,464 |
| Value of total corrective distributions | 2015-09-30 | $2,247 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $1,195,770 |
| Value of total assets at end of year | 2015-09-30 | $15,875,668 |
| Value of total assets at beginning of year | 2015-09-30 | $16,672,687 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $10,245 |
| Total interest from all sources | 2015-09-30 | $4,295 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $486,818 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-09-30 | $335,166 |
| Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
| Value of fidelity bond cover | 2015-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
| Contributions received from participants | 2015-09-30 | $1,038,383 |
| Participant contributions at end of year | 2015-09-30 | $86,770 |
| Participant contributions at beginning of year | 2015-09-30 | $92,522 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-09-30 | $56,622 |
| Other income not declared elsewhere | 2015-09-30 | $315,360 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
| Value of net income/loss | 2015-09-30 | $-797,019 |
| Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $15,875,668 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $16,672,687 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $11,965,382 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $13,803,746 |
| Interest on participant loans | 2015-09-30 | $4,295 |
| Value of interest in common/collective trusts at end of year | 2015-09-30 | $1,184,584 |
| Value of interest in common/collective trusts at beginning of year | 2015-09-30 | $681,347 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-09-30 | $-467,963 |
| Net investment gain or loss from common/collective trusts | 2015-09-30 | $41,657 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
| Assets. Invements in employer securities at end of year | 2015-09-30 | $2,638,932 |
| Assets. Invements in employer securities at beginning of year | 2015-09-30 | $2,095,072 |
| Contributions received in cash from employer | 2015-09-30 | $100,765 |
| Employer contributions (assets) at end of year | 2015-09-30 | $0 |
| Income. Dividends from common stock | 2015-09-30 | $151,652 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $2,360,464 |
| Contract administrator fees | 2015-09-30 | $10,245 |
| Did the plan have assets held for investment | 2015-09-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Disclaimer |
| Accountancy firm name | 2015-09-30 | VANDER PLOEG, BERGAKKER & ASSOCIATE |
| Accountancy firm EIN | 2015-09-30 | 382445537 |
| 2013 : PROGRESSIVE AE FLEXIBLE COMPENSATION PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
| Total income from all sources (including contributions) | 2013-09-30 | $4,730,057 |
| Total loss/gain on sale of assets | 2013-09-30 | $0 |
| Total of all expenses incurred | 2013-09-30 | $515,105 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $508,770 |
| Value of total corrective distributions | 2013-09-30 | $3,857 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $2,882,519 |
| Value of total assets at end of year | 2013-09-30 | $14,715,676 |
| Value of total assets at beginning of year | 2013-09-30 | $10,500,724 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $2,478 |
| Total interest from all sources | 2013-09-30 | $2,984 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $299,118 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-09-30 | $160,386 |
| Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
| Value of fidelity bond cover | 2013-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
| Contributions received from participants | 2013-09-30 | $789,843 |
| Participant contributions at end of year | 2013-09-30 | $55,652 |
| Participant contributions at beginning of year | 2013-09-30 | $85,846 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-09-30 | $1,992,676 |
| Other income not declared elsewhere | 2013-09-30 | $254,241 |
| Administrative expenses (other) incurred | 2013-09-30 | $3 |
| Total non interest bearing cash at end of year | 2013-09-30 | $5,317 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
| Value of net income/loss | 2013-09-30 | $4,214,952 |
| Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $14,715,676 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $10,500,724 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $11,958,787 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $8,112,103 |
| Interest on participant loans | 2013-09-30 | $2,984 |
| Value of interest in common/collective trusts at end of year | 2013-09-30 | $852,138 |
| Value of interest in common/collective trusts at beginning of year | 2013-09-30 | $795,818 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-09-30 | $1,254,989 |
| Net investment gain or loss from common/collective trusts | 2013-09-30 | $36,206 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
| Assets. Invements in employer securities at end of year | 2013-09-30 | $1,843,782 |
| Assets. Invements in employer securities at beginning of year | 2013-09-30 | $1,506,957 |
| Contributions received in cash from employer | 2013-09-30 | $100,000 |
| Income. Dividends from common stock | 2013-09-30 | $138,732 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $508,770 |
| Contract administrator fees | 2013-09-30 | $2,475 |
| Did the plan have assets held for investment | 2013-09-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Disclaimer |
| Accountancy firm name | 2013-09-30 | VANDER PLOEG, BERGAKKER & ASSOCIATE |
| Accountancy firm EIN | 2013-09-30 | 382445537 |