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

AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

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

AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 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.

401k Sponsoring company profile

AGENCY HOLDING COMPANY has sponsored the creation of one or more 401k plans.

Company Name: AGENCY HOLDING COMPANY

Employer identification number (EIN): 521038420

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGENCY SERVICES, 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 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SHELLY JORDAN
001 2017-01-01 SHELLY JORDAN
001 2016-01-01 SHELLY JORDAN 2017-07-20
001 2015-01-01 SHELLY JORDAN 2016-06-22
001 2014-01-01 SHELLY JORDAN 2015-07-31
001 2013-01-01 SHELLY JORDAN 2014-07-28
001 2010-01-01 MICHELLE GAVIN 2011-10-17 SHELLY JORDAN 2011-10-17

Plan Statistics for AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN

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

Measure Date Value
2022: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 142
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 29
Total of all active and inactive participants 2022-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 172
Number of participants with account balances 2022-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 131
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 22
Total of all active and inactive participants 2021-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 154
Number of participants with account balances 2021-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 150
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 20
Total of all active and inactive participants 2020-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 170
Number of participants with account balances 2020-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 148
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 17
Total of all active and inactive participants 2019-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 165
Number of participants with account balances 2019-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 116
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 28
Total of all active and inactive participants 2018-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 144
Number of participants with account balances 2018-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 122
Total of all active and inactive participants 2017-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 133
Number of participants with account balances 2017-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	142
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	29
Total of all active and inactive participants	2022-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	172
Number of participants with account balances	2022-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	131
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	22
Total of all active and inactive participants	2021-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	154
Number of participants with account balances	2021-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	150
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	20
Total of all active and inactive participants	2020-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	170
Number of participants with account balances	2020-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	148
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	17
Total of all active and inactive participants	2019-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	165
Number of participants with account balances	2019-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	116
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	28
Total of all active and inactive participants	2018-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	144
Number of participants with account balances	2018-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	122
Total of all active and inactive participants	2017-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	133
Number of participants with account balances	2017-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,241,533
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$326,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$284,558
Expenses. Certain deemed distributions of participant loans	2022-12-31	$4,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,265,492
Value of total assets at end of year	2022-12-31	$18,223,438
Value of total assets at beginning of year	2022-12-31	$20,791,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$37,423
Total interest from all sources	2022-12-31	$11,873
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,050,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,050,689
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$836,734
Participant contributions at end of year	2022-12-31	$230,006
Participant contributions at beginning of year	2022-12-31	$224,034
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$69,256
Other income not declared elsewhere	2022-12-31	$65,774
Administrative expenses (other) incurred	2022-12-31	$37,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,567,911
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,223,438
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,791,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,464,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,851,907
Interest on participant loans	2022-12-31	$11,873
Value of interest in common/collective trusts at end of year	2022-12-31	$4,529,416
Value of interest in common/collective trusts at beginning of year	2022-12-31	$4,715,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,071,390
Net investment gain or loss from common/collective trusts	2022-12-31	$-563,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$359,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$284,558
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LAURA BARWICK
Accountancy firm EIN	2022-12-31	522094265
2021 : AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,134,332
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,934,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,903,906
Expenses. Certain deemed distributions of participant loans	2021-12-31	$703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,431,290
Value of total assets at end of year	2021-12-31	$20,791,349
Value of total assets at beginning of year	2021-12-31	$18,591,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$29,698
Total interest from all sources	2021-12-31	$14,201
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,457,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,457,424
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$840,848
Participant contributions at end of year	2021-12-31	$224,034
Participant contributions at beginning of year	2021-12-31	$236,394
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$226,493
Other income not declared elsewhere	2021-12-31	$43,636
Administrative expenses (other) incurred	2021-12-31	$29,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,200,025
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$20,791,349
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,591,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,851,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,386,138
Interest on participant loans	2021-12-31	$14,201
Value of interest in common/collective trusts at end of year	2021-12-31	$4,715,408
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,968,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$614,364
Net investment gain or loss from common/collective trusts	2021-12-31	$573,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$363,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,903,906
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LAURA BARWICK
Accountancy firm EIN	2021-12-31	522094265
2020 : AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,882,466
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$567,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$536,198
Expenses. Certain deemed distributions of participant loans	2020-12-31	$776
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,175,125
Value of total assets at end of year	2020-12-31	$18,591,324
Value of total assets at beginning of year	2020-12-31	$15,276,313
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$30,481
Total interest from all sources	2020-12-31	$12,575
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$807,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$807,857
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$806,140
Participant contributions at end of year	2020-12-31	$236,394
Participant contributions at beginning of year	2020-12-31	$265,574
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$9,770
Other income not declared elsewhere	2020-12-31	$33,378
Administrative expenses (other) incurred	2020-12-31	$30,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,315,011
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,591,324
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,276,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$15,386,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,732,703
Interest on participant loans	2020-12-31	$12,575
Value of interest in common/collective trusts at end of year	2020-12-31	$2,968,792
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,278,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,543,252
Net investment gain or loss from common/collective trusts	2020-12-31	$310,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$359,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$536,198
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LAURA BARWICK
Accountancy firm EIN	2020-12-31	522094265
2019 : AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,095,384
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$624,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$590,861
Expenses. Certain deemed distributions of participant loans	2019-12-31	$746
Value of total corrective distributions	2019-12-31	$418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,223,570
Value of total assets at end of year	2019-12-31	$15,276,313
Value of total assets at beginning of year	2019-12-31	$11,805,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$32,515
Total interest from all sources	2019-12-31	$16,094
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$736,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$736,327
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$734,414
Participant contributions at end of year	2019-12-31	$265,574
Participant contributions at beginning of year	2019-12-31	$318,159
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$163,870
Other income not declared elsewhere	2019-12-31	$32,293
Administrative expenses (other) incurred	2019-12-31	$32,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,470,844
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,276,313
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,805,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,732,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,778,930
Interest on participant loans	2019-12-31	$16,094
Value of interest in common/collective trusts at end of year	2019-12-31	$2,278,036
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,708,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,747,187
Net investment gain or loss from common/collective trusts	2019-12-31	$339,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$325,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$590,861
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LAURA BARWICK
Accountancy firm EIN	2019-12-31	522094265
2018 : AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$316,168
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$576,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$543,671
Expenses. Certain deemed distributions of participant loans	2018-12-31	$875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,002,688
Value of total assets at end of year	2018-12-31	$11,805,469
Value of total assets at beginning of year	2018-12-31	$12,065,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$31,533
Total interest from all sources	2018-12-31	$15,580
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$775,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$775,451
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$670,724
Participant contributions at end of year	2018-12-31	$318,159
Participant contributions at beginning of year	2018-12-31	$317,474
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$9,550
Other income not declared elsewhere	2018-12-31	$29,978
Administrative expenses (other) incurred	2018-12-31	$31,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-259,911
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,805,469
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,065,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,778,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,215,077
Interest on participant loans	2018-12-31	$15,580
Value of interest in common/collective trusts at end of year	2018-12-31	$1,708,380
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,532,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,461,183
Net investment gain or loss from common/collective trusts	2018-12-31	$-46,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$322,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$543,671
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LAURA BARWICK
Accountancy firm EIN	2018-12-31	522094265
2017 : AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,645,578
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,100,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,064,841
Expenses. Certain deemed distributions of participant loans	2017-12-31	$7,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$842,828
Value of total assets at end of year	2017-12-31	$12,065,380
Value of total assets at beginning of year	2017-12-31	$10,520,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$28,122
Total interest from all sources	2017-12-31	$14,545
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$421,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$421,443
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$566,891
Participant contributions at end of year	2017-12-31	$317,474
Participant contributions at beginning of year	2017-12-31	$338,556
Other income not declared elsewhere	2017-12-31	$26,444
Administrative expenses (other) incurred	2017-12-31	$28,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,545,248
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,065,380
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,520,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,215,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,429,883
Interest on participant loans	2017-12-31	$14,545
Value of interest in common/collective trusts at end of year	2017-12-31	$1,532,829
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,751,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,205,966
Net investment gain or loss from common/collective trusts	2017-12-31	$134,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$275,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,064,841
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LAURA BARWICK
Accountancy firm EIN	2017-12-31	522094265

Form 5500 Responses for AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN

2022: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AGENCY HOLDING COMPANY
Employer identification number (EIN):	521038420
NAIC Classification:	524290