401k Plan data: SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN

SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM 401k Plan overview

Plan Name	SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM
Plan identification number	001

SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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 STATE AGENCY OF AITKIN, INC. has sponsored the creation of one or more 401k plans.

Company Name: SECURITY STATE AGENCY OF AITKIN, INC.

Employer identification number (EIN): 410986742

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CAREY ALT 2023-09-26
001 2021-01-01 JEFFREY RUNNING 2022-09-26
001 2020-01-01 JEFF RUNNING 2021-09-29
001 2019-01-01 JEFF RUNNING 2020-10-09
001 2018-01-01 JEFFREY RUNNING 2019-06-19 JEFFREY RUNNING 2019-06-19
001 2017-01-01 JEFFREY RUNNING 2018-09-20 JEFFREY RUNNING 2018-09-20
001 2016-01-01 JEFFREY RUNNING 2017-09-25 JEFFREY RUNNING 2017-09-25
001 2015-01-01 JEFFREY P RUNNING 2016-09-29 JEFFREY P RUNNING 2016-09-29
001 2014-01-01 JEFFREY RUNNING 2015-10-09 JEFFREY RUNNING 2015-10-09
001 2013-01-01 JEFFREY RUNNING 2014-10-08 JEFFREY RUNNING 2014-10-08
001 2012-01-01 JEFFREY P. RUNNING 2013-09-27 JEFFREY P. RUNNING 2013-09-27
001 2011-01-01 JEFFREY RUNNING
001 2009-01-01 JEFFREY RUNNING

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CAREY ALT	2023-09-26
001	2021-01-01	JEFFREY RUNNING	2022-09-26
001	2020-01-01	JEFF RUNNING	2021-09-29
001	2019-01-01	JEFF RUNNING	2020-10-09
001	2018-01-01	JEFFREY RUNNING	2019-06-19	JEFFREY RUNNING	2019-06-19
001	2017-01-01	JEFFREY RUNNING	2018-09-20	JEFFREY RUNNING	2018-09-20
001	2016-01-01	JEFFREY RUNNING	2017-09-25	JEFFREY RUNNING	2017-09-25
001	2015-01-01	JEFFREY P RUNNING	2016-09-29	JEFFREY P RUNNING	2016-09-29
001	2014-01-01	JEFFREY RUNNING	2015-10-09	JEFFREY RUNNING	2015-10-09
001	2013-01-01	JEFFREY RUNNING	2014-10-08	JEFFREY RUNNING	2014-10-08
001	2012-01-01	JEFFREY P. RUNNING	2013-09-27	JEFFREY P. RUNNING	2013-09-27
001	2011-01-01	JEFFREY RUNNING
001	2009-01-01	JEFFREY RUNNING

Plan Statistics for SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM

401k plan membership statisitcs for SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM

Measure Date Value
2011: SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM 2011 401k membership
Total participants, beginning-of-year 2011-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 42
Number of retired or separated participants receiving benefits 2011-01-01 1
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 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 47
Number of participants with account balances 2011-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM 2009 401k membership
Total participants, beginning-of-year 2009-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 39
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 45
Number of participants with account balances 2009-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2011: SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM 2011 401k membership
Total participants, beginning-of-year	2011-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	42
Number of retired or separated participants receiving benefits	2011-01-01	1
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	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	47
Number of participants with account balances	2011-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM 2009 401k membership
Total participants, beginning-of-year	2009-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	39
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	45
Number of participants with account balances	2009-01-01	38
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 STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM

Measure	Date	Value
2011 : SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM 2011 401k financial data
Total income from all sources	2011-12-31	$91,411
Expenses. Total of all expenses incurred	2011-12-31	$27,740
Benefits paid (including direct rollovers)	2011-12-31	$24,000
Total plan assets at end of year	2011-12-31	$2,241,673
Total plan assets at beginning of year	2011-12-31	$2,178,002
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$96,674
Other income received	2011-12-31	$-41,671
Net income (gross income less expenses)	2011-12-31	$63,671
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,241,673
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,178,002
Assets. Value of participant loans	2011-12-31	$23,351
Total contributions received or receivable from employer(s)	2011-12-31	$36,408
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,740
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM 2010 401k financial data
Total income from all sources	2010-12-31	$351,647
Expenses. Total of all expenses incurred	2010-12-31	$61,158
Benefits paid (including direct rollovers)	2010-12-31	$57,247
Total plan assets at end of year	2010-12-31	$2,178,002
Total plan assets at beginning of year	2010-12-31	$1,887,513
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$102,352
Other income received	2010-12-31	$213,170
Net income (gross income less expenses)	2010-12-31	$290,489
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,178,002
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,887,513
Assets. Value of participant loans	2010-12-31	$31,923
Total contributions received or receivable from employer(s)	2010-12-31	$36,125
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,911
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM

2011: SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SECURITY STATE AGENCY OF AITKIN, INC. 401(K) PROFIT SHARING PLAN - ICBM 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SECURITY STATE AGENCY OF AITKIN, INC.
Employer identification number (EIN):	410986742
NAIC Classification:	522110
NAIC Description:	Commercial Banking