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| Plan Name | STEPHEN E. WRIGHT AGENCY PENSION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | STEPHEN E. WRIGHT AGENCY, INC. |
| Employer identification number (EIN): | 391571355 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2010-12-01 | STEPHEN WRIGHT | 2012-02-17 | ||
| 001 | 2006-12-01 | STEPHEN WRIGHT |
| Measure | Date | Value |
|---|---|---|
| 2006: STEPHEN E. WRIGHT AGENCY PENSION PLAN 2006 401k membership | ||
| Total participants, beginning-of-year | 2006-12-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-12-01 | 6 |
| Number of retired or separated participants receiving benefits | 2006-12-01 | 0 |
| Total of all active and inactive participants | 2006-12-01 | 6 |
| Total participants | 2006-12-01 | 6 |
| Measure | Date | Value |
|---|---|---|
| 2007 : STEPHEN E. WRIGHT AGENCY PENSION PLAN 2007 401k financial data | ||
| Total income from all sources | 2007-11-30 | $201,749 |
| Expenses. Total of all expenses incurred | 2007-11-30 | $0 |
| Total plan assets at end of year | 2007-11-30 | $837,119 |
| Total plan assets at beginning of year | 2007-11-30 | $635,370 |
| Value of fidelity bond covering the plan | 2007-11-30 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2007-11-30 | $0 |
| Other income received | 2007-11-30 | $151,749 |
| Net income (gross income less expenses) | 2007-11-30 | $201,749 |
| Net plan assets at end of year (total assets less liabilities) | 2007-11-30 | $837,119 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-11-30 | $635,370 |
| Total contributions received or receivable from employer(s) | 2007-11-30 | $50,000 |
| 2006: STEPHEN E. WRIGHT AGENCY PENSION PLAN 2006 form 5500 responses | ||
|---|---|---|
| 2006-12-01 | Type of plan entity | Single employer plan |
| 2006-12-01 | Submission has been amended | No |
| 2006-12-01 | This submission is the final filing | No |
| 2006-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-12-01 | Plan is a collectively bargained plan | No |
| 2006-12-01 | Plan funding arrangement – Trust | Yes |
| 2006-12-01 | Plan benefit arrangement - Trust | Yes |
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