401k Plan data: THE INSURANCE HOUSE, INC. SAVINGS PLAN plan

THE INSURANCE HOUSE, INC. SAVINGS PLAN 401k Plan overview

Plan Name	THE INSURANCE HOUSE, INC. SAVINGS PLAN
Plan identification number	003

THE INSURANCE HOUSE, INC. SAVINGS 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE INSURANCE HOUSE INC has sponsored the creation of one or more 401k plans.

Company Name: THE INSURANCE HOUSE INC

Employer identification number (EIN): 582361092

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSURANCE HOUSE, INC. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 REBECCA J. BITTINGER
003 2016-01-01 REBECCA J. BITTINGER
003 2015-01-01 REBECCA J. BITTINGER
003 2014-01-01 REBECCA J. BITTINGER
003 2013-01-01 REBECCA J. BITTINGER
003 2012-01-01 REBECCA J. BITTINGER
003 2011-01-01 REBECCA J. BITTINGER
003 2010-01-01 REBECCA J. BITTINGER
003 2009-01-01 REBECCA J. BITTINGER

Plan Statistics for THE INSURANCE HOUSE, INC. SAVINGS PLAN

401k plan membership statisitcs for THE INSURANCE HOUSE, INC. SAVINGS PLAN

Measure Date Value
2022: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 62
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 58
Total of all active and inactive participants 2022-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 122
Number of participants with account balances 2022-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 64
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 60
Total of all active and inactive participants 2021-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 124
Number of participants with account balances 2021-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 64
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 49
Total of all active and inactive participants 2020-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 113
Number of participants with account balances 2020-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 66
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 53
Total of all active and inactive participants 2019-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 119
Number of participants with account balances 2019-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 71
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 59
Total of all active and inactive participants 2018-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 130
Number of participants with account balances 2018-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 74
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 57
Total of all active and inactive participants 2017-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 131
Number of participants with account balances 2017-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 94
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 52
Total of all active and inactive participants 2016-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 146
Number of participants with account balances 2016-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 108
Number of other retired or separated participants entitled to future benefits 2015-01-01 45
Total of all active and inactive participants 2015-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 153
Number of participants with account balances 2015-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 102
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 49
Total of all active and inactive participants 2014-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 151
Number of participants with account balances 2014-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 12
2013: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 99
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 45
Total of all active and inactive participants 2013-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 145
Number of participants with account balances 2013-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 111
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 41
Total of all active and inactive participants 2012-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 152
Number of participants with account balances 2012-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 105
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 46
Total of all active and inactive participants 2011-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 152
Number of participants with account balances 2011-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 11
2010: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 137
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 35
Total of all active and inactive participants 2010-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 173
Number of participants with account balances 2010-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 96
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 46
Total of all active and inactive participants 2009-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 144
Number of participants with account balances 2009-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 15

Measure	Date	Value
2022: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	62
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	58
Total of all active and inactive participants	2022-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	122
Number of participants with account balances	2022-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	64
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	60
Total of all active and inactive participants	2021-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	124
Number of participants with account balances	2021-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	64
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	49
Total of all active and inactive participants	2020-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	113
Number of participants with account balances	2020-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	66
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	53
Total of all active and inactive participants	2019-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	119
Number of participants with account balances	2019-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	71
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	59
Total of all active and inactive participants	2018-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	130
Number of participants with account balances	2018-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	74
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	57
Total of all active and inactive participants	2017-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	131
Number of participants with account balances	2017-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	94
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	52
Total of all active and inactive participants	2016-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	146
Number of participants with account balances	2016-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	108
Number of other retired or separated participants entitled to future benefits	2015-01-01	45
Total of all active and inactive participants	2015-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	153
Number of participants with account balances	2015-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	102
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	49
Total of all active and inactive participants	2014-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	151
Number of participants with account balances	2014-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	12
2013: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	99
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	45
Total of all active and inactive participants	2013-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	145
Number of participants with account balances	2013-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	111
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	41
Total of all active and inactive participants	2012-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	152
Number of participants with account balances	2012-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	105
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	46
Total of all active and inactive participants	2011-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	152
Number of participants with account balances	2011-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	11
2010: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	137
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	35
Total of all active and inactive participants	2010-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	173
Number of participants with account balances	2010-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	96
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	46
Total of all active and inactive participants	2009-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	144
Number of participants with account balances	2009-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	15

Financial Data on THE INSURANCE HOUSE, INC. SAVINGS PLAN

Measure	Date	Value
2022 : THE INSURANCE HOUSE, INC. SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	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	$-1,292,990
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,424,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,408,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$569,558
Value of total assets at end of year	2022-12-31	$8,735,779
Value of total assets at beginning of year	2022-12-31	$11,453,616
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$16,569
Total interest from all sources	2022-12-31	$5,690
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$113,451
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	$113,451
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
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	$414,582
Participant contributions at end of year	2022-12-31	$79,853
Participant contributions at beginning of year	2022-12-31	$137,056
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	$-2,717,837
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,735,779
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,453,616
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	$6,795,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,545,853
Interest on participant loans	2022-12-31	$5,690
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$1,852,092
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,764,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$2,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,013,929
Net investment gain or loss from common/collective trusts	2022-12-31	$32,240
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	$154,976
Employer contributions (assets) at end of year	2022-12-31	$5,489
Employer contributions (assets) at beginning of year	2022-12-31	$5,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,408,278
Contract administrator fees	2022-12-31	$16,569
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	SMITH + HOWARD
Accountancy firm EIN	2022-12-31	581250486
2021 : THE INSURANCE HOUSE, INC. SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	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	$2,041,287
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,109,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,097,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$600,759
Value of total assets at end of year	2021-12-31	$11,453,616
Value of total assets at beginning of year	2021-12-31	$11,522,003
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$12,356
Total interest from all sources	2021-12-31	$7,149
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$119,613
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	$119,613
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
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	$429,473
Participant contributions at end of year	2021-12-31	$137,056
Participant contributions at beginning of year	2021-12-31	$163,468
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$19,826
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	$-68,387
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,453,616
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,522,003
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	$9,545,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,075,165
Interest on participant loans	2021-12-31	$7,149
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$1,764,939
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,243,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,285,636
Net investment gain or loss from common/collective trusts	2021-12-31	$28,130
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	$171,286
Employer contributions (assets) at end of year	2021-12-31	$5,768
Employer contributions (assets) at beginning of year	2021-12-31	$19,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,097,318
Contract administrator fees	2021-12-31	$12,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
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	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2021-12-31	721396621
2020 : THE INSURANCE HOUSE, INC. SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	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	$25
Total income from all sources (including contributions)	2020-12-31	$2,077,788
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,148,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,126,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$524,057
Value of total assets at end of year	2020-12-31	$11,522,003
Value of total assets at beginning of year	2020-12-31	$11,593,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$22,789
Total interest from all sources	2020-12-31	$7,390
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$293,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
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	$376,972
Participant contributions at end of year	2020-12-31	$163,468
Participant contributions at beginning of year	2020-12-31	$137,975
Participant contributions at end of year	2020-12-31	$19,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$25
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	$-71,052
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,522,003
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,593,055
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	$9,075,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,424,344
Interest on participant loans	2020-12-31	$7,390
Value of interest in common/collective trusts at end of year	2020-12-31	$2,243,710
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,030,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,215,555
Net investment gain or loss from common/collective trusts	2020-12-31	$36,789
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	Yes
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	$147,085
Employer contributions (assets) at end of year	2020-12-31	$19,834
Employer contributions (assets) at beginning of year	2020-12-31	$3
Income. Dividends from preferred stock	2020-12-31	$293,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,126,051
Contract administrator fees	2020-12-31	$22,789
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	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2020-12-31	721396621
2019 : THE INSURANCE HOUSE, INC. SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$25
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$25
Total liabilities at beginning 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	$2,616,534
Total income from all sources (including contributions)	2019-12-31	$2,616,534
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,247,054
Total of all expenses incurred	2019-12-31	$1,247,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,223,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,223,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$667,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$667,177
Value of total assets at end of year	2019-12-31	$11,593,080
Value of total assets at end of year	2019-12-31	$11,593,080
Value of total assets at beginning of year	2019-12-31	$10,223,575
Value of total assets at beginning of year	2019-12-31	$10,223,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,711
Total interest from all sources	2019-12-31	$7,258
Total interest from all sources	2019-12-31	$7,258
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$249,854
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$249,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$249,854
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$249,854
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$411,514
Contributions received from participants	2019-12-31	$411,514
Participant contributions at end of year	2019-12-31	$137,975
Participant contributions at end of year	2019-12-31	$137,975
Participant contributions at beginning of year	2019-12-31	$131,736
Participant contributions at beginning of year	2019-12-31	$131,736
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$118,304
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$118,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$25
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$25
Administrative expenses (other) incurred	2019-12-31	$23,711
Administrative expenses (other) incurred	2019-12-31	$23,711
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
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	$1,369,480
Value of net income/loss	2019-12-31	$1,369,480
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,593,055
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,593,055
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,223,575
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,223,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$9,424,344
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,424,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,090,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,090,835
Interest on participant loans	2019-12-31	$7,258
Interest on participant loans	2019-12-31	$7,258
Value of interest in common/collective trusts at end of year	2019-12-31	$2,030,758
Value of interest in common/collective trusts at end of year	2019-12-31	$2,030,758
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,001,004
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,001,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,648,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,648,557
Net investment gain or loss from common/collective trusts	2019-12-31	$43,688
Net investment gain or loss from common/collective trusts	2019-12-31	$43,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$137,359
Contributions received in cash from employer	2019-12-31	$137,359
Employer contributions (assets) at end of year	2019-12-31	$3
Employer contributions (assets) at end of year	2019-12-31	$3
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,223,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,223,343
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm name	2019-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2019-12-31	721396621
Accountancy firm EIN	2019-12-31	721396621
2018 : THE INSURANCE HOUSE, INC. SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-964,903
Total unrealized appreciation/depreciation of assets	2018-12-31	$-964,903
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	$192,610
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$886,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$849,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$631,489
Value of total assets at end of year	2018-12-31	$10,223,575
Value of total assets at beginning of year	2018-12-31	$10,917,751
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$36,946
Total interest from all sources	2018-12-31	$7,538
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$286,461
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	$286,461
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
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	$415,914
Participant contributions at end of year	2018-12-31	$131,736
Participant contributions at beginning of year	2018-12-31	$146,481
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$56,405
Administrative expenses (other) incurred	2018-12-31	$36,946
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	$-694,176
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,223,575
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,917,751
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	$8,090,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,037,462
Interest on participant loans	2018-12-31	$7,538
Value of interest in common/collective trusts at end of year	2018-12-31	$2,001,004
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,731,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$194,909
Net investment gain or loss from common/collective trusts	2018-12-31	$37,116
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	$159,170
Employer contributions (assets) at beginning of year	2018-12-31	$2,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$849,840
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	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2018-12-31	721396621
2017 : THE INSURANCE HOUSE, INC. SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$925,375
Total unrealized appreciation/depreciation of assets	2017-12-31	$925,375
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	$2,217,756
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,317,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,277,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$554,312
Value of total assets at end of year	2017-12-31	$10,917,751
Value of total assets at beginning of year	2017-12-31	$11,017,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$40,353
Total interest from all sources	2017-12-31	$7,195
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$271,744
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	$271,744
Administrative expenses professional fees incurred	2017-12-31	$11,581
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
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	$393,853
Participant contributions at end of year	2017-12-31	$146,481
Participant contributions at beginning of year	2017-12-31	$202,954
Administrative expenses (other) incurred	2017-12-31	$28,772
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	$-99,735
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,917,751
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,017,486
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	$9,037,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,354,342
Interest on participant loans	2017-12-31	$7,195
Value of interest in common/collective trusts at end of year	2017-12-31	$1,731,113
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,460,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$432,837
Net investment gain or loss from common/collective trusts	2017-12-31	$26,293
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	$160,459
Employer contributions (assets) at end of year	2017-12-31	$2,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,277,138
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	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2017-12-31	721396621
2016 : THE INSURANCE HOUSE, INC. SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$377,812
Total unrealized appreciation/depreciation of assets	2016-12-31	$377,812
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,439,942
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$430,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$399,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$662,750
Value of total assets at end of year	2016-12-31	$11,017,486
Value of total assets at beginning of year	2016-12-31	$10,007,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$31,279
Total interest from all sources	2016-12-31	$10,495
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$205,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$205,856
Administrative expenses professional fees incurred	2016-12-31	$11,053
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$427,240
Participant contributions at end of year	2016-12-31	$202,954
Participant contributions at beginning of year	2016-12-31	$254,278
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$54,823
Administrative expenses (other) incurred	2016-12-31	$20,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,009,554
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,017,486
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,007,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$9,354,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$8,252,635
Interest on participant loans	2016-12-31	$10,495
Value of interest in common/collective trusts at end of year	2016-12-31	$1,460,190
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,501,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$160,002
Net investment gain or loss from common/collective trusts	2016-12-31	$23,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$180,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$399,109
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2016-12-31	721396621
2015 : THE INSURANCE HOUSE, INC. SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-595,404
Total unrealized appreciation/depreciation of assets	2015-12-31	$-595,404
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$631,194
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,215,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,173,395
Expenses. Certain deemed distributions of participant loans	2015-12-31	$8,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$636,232
Value of total assets at end of year	2015-12-31	$10,007,932
Value of total assets at beginning of year	2015-12-31	$10,592,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$33,701
Total interest from all sources	2015-12-31	$10,688
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$442,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$442,866
Administrative expenses professional fees incurred	2015-12-31	$7,500
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$417,131
Participant contributions at end of year	2015-12-31	$254,278
Participant contributions at beginning of year	2015-12-31	$288,413
Participant contributions at beginning of year	2015-12-31	$13,126
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$52,126
Other income not declared elsewhere	2015-12-31	$-12,999
Administrative expenses (other) incurred	2015-12-31	$26,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-584,540
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,007,932
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,592,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$8,252,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,881,916
Interest on participant loans	2015-12-31	$10,688
Value of interest in common/collective trusts at end of year	2015-12-31	$1,501,019
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,402,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$131,734
Net investment gain or loss from common/collective trusts	2015-12-31	$18,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$166,975
Employer contributions (assets) at beginning of year	2015-12-31	$6,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,173,395
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BABUSH, NEIMAN, KORNMAN & JOHNSON
Accountancy firm EIN	2015-12-31	580942047
2014 : THE INSURANCE HOUSE, INC. SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,306,904
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$663,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$612,858
Expenses. Certain deemed distributions of participant loans	2014-12-31	$13,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$584,654
Value of total assets at end of year	2014-12-31	$10,592,472
Value of total assets at beginning of year	2014-12-31	$9,949,116
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$37,328
Total interest from all sources	2014-12-31	$11,243
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$520,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$520,824
Administrative expenses professional fees incurred	2014-12-31	$11,017
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$413,610
Participant contributions at end of year	2014-12-31	$288,413
Participant contributions at beginning of year	2014-12-31	$281,343
Participant contributions at end of year	2014-12-31	$13,126
Participant contributions at beginning of year	2014-12-31	$14,933
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,994
Administrative expenses (other) incurred	2014-12-31	$26,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$643,356
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,592,472
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,949,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,881,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,303,444
Interest on participant loans	2014-12-31	$11,243
Value of interest in common/collective trusts at end of year	2014-12-31	$1,402,899
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,343,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$170,423
Net investment gain or loss from common/collective trusts	2014-12-31	$19,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$168,050
Employer contributions (assets) at end of year	2014-12-31	$6,118
Employer contributions (assets) at beginning of year	2014-12-31	$5,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$612,858
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	TOMKIEWICZ WRIGHT, LLC
Accountancy firm EIN	2014-12-31	201702555
2013 : THE INSURANCE HOUSE, INC. SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$787,134
Total unrealized appreciation/depreciation of assets	2013-12-31	$787,134
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,454,440
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,350,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,291,517
Expenses. Certain deemed distributions of participant loans	2013-12-31	$23,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$679,825
Value of total assets at end of year	2013-12-31	$9,949,116
Value of total assets at beginning of year	2013-12-31	$9,845,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$35,478
Total interest from all sources	2013-12-31	$10,220
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$317,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$317,963
Administrative expenses professional fees incurred	2013-12-31	$10,048
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$490,192
Participant contributions at end of year	2013-12-31	$281,343
Participant contributions at beginning of year	2013-12-31	$252,075
Participant contributions at end of year	2013-12-31	$14,933
Participant contributions at beginning of year	2013-12-31	$17,327
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$14,422
Other income not declared elsewhere	2013-12-31	$-22,719
Administrative expenses (other) incurred	2013-12-31	$25,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$103,719
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,949,116
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,845,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,303,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,968,317
Interest on participant loans	2013-12-31	$10,220
Value of interest in common/collective trusts at end of year	2013-12-31	$1,343,679
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,601,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$667,746
Net investment gain or loss from common/collective trusts	2013-12-31	$14,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$175,211
Employer contributions (assets) at end of year	2013-12-31	$5,717
Employer contributions (assets) at beginning of year	2013-12-31	$6,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,291,517
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BABUSH,NEIMAN,KORNMAN & JOHNSON,LLP
Accountancy firm EIN	2013-12-31	580942047
2012 : THE INSURANCE HOUSE, INC. SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$840,858
Total unrealized appreciation/depreciation of assets	2012-12-31	$840,858
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,850,030
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,764,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,721,397
Expenses. Certain deemed distributions of participant loans	2012-12-31	$8,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$656,575
Value of total assets at end of year	2012-12-31	$9,845,397
Value of total assets at beginning of year	2012-12-31	$9,759,742
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$34,003
Total interest from all sources	2012-12-31	$8,659
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$278,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$278,908
Administrative expenses professional fees incurred	2012-12-31	$9,536
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$465,753
Participant contributions at end of year	2012-12-31	$252,075
Participant contributions at beginning of year	2012-12-31	$209,246
Participant contributions at end of year	2012-12-31	$17,327
Participant contributions at beginning of year	2012-12-31	$14,654
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$10,394
Administrative expenses (other) incurred	2012-12-31	$24,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$85,655
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,845,397
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,759,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,968,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,983,309
Interest on participant loans	2012-12-31	$8,659
Value of interest in common/collective trusts at end of year	2012-12-31	$1,601,043
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,546,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$52,973
Net investment gain or loss from common/collective trusts	2012-12-31	$12,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$180,428
Employer contributions (assets) at end of year	2012-12-31	$6,635
Employer contributions (assets) at beginning of year	2012-12-31	$5,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,721,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BABUSH,NEIMAN,KORNMAN & JOHNSON,LLP
Accountancy firm EIN	2012-12-31	580942047
2011 : THE INSURANCE HOUSE, INC. SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-1,134,795
Total unrealized appreciation/depreciation of assets	2011-12-31	$-1,134,795
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$437,991
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$732,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$661,199
Expenses. Certain deemed distributions of participant loans	2011-12-31	$35,868
Value of total corrective distributions	2011-12-31	$2,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$626,568
Value of total assets at end of year	2011-12-31	$9,759,742
Value of total assets at beginning of year	2011-12-31	$10,054,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$32,761
Total interest from all sources	2011-12-31	$7,317
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$251,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$251,399
Administrative expenses professional fees incurred	2011-12-31	$7,500
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$448,846
Participant contributions at end of year	2011-12-31	$209,246
Participant contributions at beginning of year	2011-12-31	$117,096
Participant contributions at end of year	2011-12-31	$14,654
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$8,126
Other income not declared elsewhere	2011-12-31	$46
Administrative expenses (other) incurred	2011-12-31	$25,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-294,368
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,759,742
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,054,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,983,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,473,817
Interest on participant loans	2011-12-31	$6,701
Value of interest in common/collective trusts at end of year	2011-12-31	$1,546,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,463,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,463,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$616
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$685,255
Net investment gain or loss from common/collective trusts	2011-12-31	$2,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$169,596
Employer contributions (assets) at end of year	2011-12-31	$5,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$661,199
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BABUSH, NEIMAN, KORNMAN AND JOHNSON
Accountancy firm EIN	2011-12-31	580942047
2010 : THE INSURANCE HOUSE, INC. SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,824,441
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,824,441
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,512,117
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,318,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,260,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$607,194
Value of total assets at end of year	2010-12-31	$10,054,110
Value of total assets at beginning of year	2010-12-31	$9,860,282
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$58,053
Total interest from all sources	2010-12-31	$6,645
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$241,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$241,327
Administrative expenses professional fees incurred	2010-12-31	$15,000
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$436,066
Participant contributions at end of year	2010-12-31	$117,096
Participant contributions at beginning of year	2010-12-31	$148,474
Other income not declared elsewhere	2010-12-31	$-1,042,069
Administrative expenses (other) incurred	2010-12-31	$43,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$193,828
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,054,110
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,860,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,473,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,236,470
Interest on participant loans	2010-12-31	$5,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,463,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,475,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,475,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$918
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$-125,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$171,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,260,236
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DIXON HUGHES
Accountancy firm EIN	2010-12-31	560747981

Form 5500 Responses for THE INSURANCE HOUSE, INC. SAVINGS PLAN

2022: THE INSURANCE HOUSE, INC. SAVINGS 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: THE INSURANCE HOUSE, INC. SAVINGS 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: THE INSURANCE HOUSE, INC. SAVINGS 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: THE INSURANCE HOUSE, INC. SAVINGS 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: THE INSURANCE HOUSE, INC. SAVINGS 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: THE INSURANCE HOUSE, INC. SAVINGS 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
2016: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE INSURANCE HOUSE, INC. SAVINGS PLAN 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE INSURANCE HOUSE, INC. SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE INSURANCE HOUSE INC
Employer identification number (EIN):	582361092
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages