401k Plan data: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN plan

JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN
Plan identification number	001

JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN A. GRAHAM INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN A. GRAHAM INSURANCE AGENCY, INC.

Employer identification number (EIN): 591945381

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-10-01 ISA A. GRAHAM ISA A. GRAHAM 2019-02-12
001 2016-10-01 ISA A. GRAHAM
001 2015-10-01 JOHN A. GRAHAM
001 2014-10-01 JOHN A. GRAHAM
001 2013-10-01
001 2012-10-01 REBECCA TORRES
001 2011-10-01 JANESIS DIAZ
001 2009-10-01 CAMERON KELLY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-10-01	ISA A. GRAHAM	ISA A. GRAHAM	2019-02-12
001	2016-10-01	ISA A. GRAHAM
001	2015-10-01	JOHN A. GRAHAM
001	2014-10-01	JOHN A. GRAHAM
001	2013-10-01
001	2012-10-01	REBECCA TORRES
001	2011-10-01	JANESIS DIAZ
001	2009-10-01	CAMERON KELLY

Plan Statistics for JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2017: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 0
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 0
Total of all active and inactive participants 2017-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 0
Number of participants with account balances 2017-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 7
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 0
Total of all active and inactive participants 2016-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 7
Number of participants with account balances 2016-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 7
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 0
Total of all active and inactive participants 2015-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 7
Number of participants with account balances 2015-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 6
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 6
Number of participants with account balances 2014-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 7
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 7
Number of participants with account balances 2013-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 7
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 7
Number of participants with account balances 2012-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 6
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 6
Number of participants with account balances 2011-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 6
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 0
Total of all active and inactive participants 2009-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 6
Number of participants with account balances 2009-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2017: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	0
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	0
Total of all active and inactive participants	2017-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	0
Number of participants with account balances	2017-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	7
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	0
Total of all active and inactive participants	2016-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	7
Number of participants with account balances	2016-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	7
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	0
Total of all active and inactive participants	2015-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	7
Number of participants with account balances	2015-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	6
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	6
Number of participants with account balances	2014-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	7
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	7
Number of participants with account balances	2013-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	7
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	7
Number of participants with account balances	2012-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	6
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	6
Number of participants with account balances	2011-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	6
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	0
Total of all active and inactive participants	2009-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	6
Number of participants with account balances	2009-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Measure	Date	Value
2018 : JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-09-30	$0
Total plan liabilities at end of year	2018-09-30	$0
Total plan liabilities at beginning of year	2018-09-30	$0
Total income from all sources	2018-09-30	$-10,354
Expenses. Total of all expenses incurred	2018-09-30	$386,845
Benefits paid (including direct rollovers)	2018-09-30	$386,845
Total plan assets at end of year	2018-09-30	$0
Total plan assets at beginning of year	2018-09-30	$397,199
Value of fidelity bond covering the plan	2018-09-30	$81,000
Assets. Value of tangible personal property	2018-09-30	$0
Total contributions received or receivable from participants	2018-09-30	$0
Expenses. Other expenses not covered elsewhere	2018-09-30	$0
Contributions received from other sources (not participants or employers)	2018-09-30	$0
Other income received	2018-09-30	$-10,354
Noncash contributions received	2018-09-30	$0
Net income (gross income less expenses)	2018-09-30	$-397,199
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$397,199
Total contributions received or receivable from employer(s)	2018-09-30	$0
Value of certain deemed distributions of participant loans	2018-09-30	$0
Value of corrective distributions	2018-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
2017 : JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-09-30	$0
Total plan liabilities at beginning of year	2017-09-30	$0
Total income from all sources	2017-09-30	$39,221
Expenses. Total of all expenses incurred	2017-09-30	$15,541
Benefits paid (including direct rollovers)	2017-09-30	$15,396
Total plan assets at end of year	2017-09-30	$397,199
Total plan assets at beginning of year	2017-09-30	$373,519
Value of fidelity bond covering the plan	2017-09-30	$81,000
Assets. Value of tangible personal property	2017-09-30	$39,362
Total contributions received or receivable from participants	2017-09-30	$0
Expenses. Other expenses not covered elsewhere	2017-09-30	$145
Contributions received from other sources (not participants or employers)	2017-09-30	$0
Other income received	2017-09-30	$39,221
Noncash contributions received	2017-09-30	$0
Net income (gross income less expenses)	2017-09-30	$23,680
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$397,199
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$373,519
Total contributions received or receivable from employer(s)	2017-09-30	$0
Value of certain deemed distributions of participant loans	2017-09-30	$0
Value of corrective distributions	2017-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$0
2016 : JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-09-30	$0
Total plan liabilities at end of year	2016-09-30	$0
Total plan liabilities at beginning of year	2016-09-30	$0
Total income from all sources	2016-09-30	$49,783
Expenses. Total of all expenses incurred	2016-09-30	$16,481
Benefits paid (including direct rollovers)	2016-09-30	$16,481
Total plan assets at end of year	2016-09-30	$373,519
Total plan assets at beginning of year	2016-09-30	$340,217
Value of fidelity bond covering the plan	2016-09-30	$81,000
Assets. Value of tangible personal property	2016-09-30	$42,026
Total contributions received or receivable from participants	2016-09-30	$0
Expenses. Other expenses not covered elsewhere	2016-09-30	$0
Contributions received from other sources (not participants or employers)	2016-09-30	$0
Other income received	2016-09-30	$49,783
Noncash contributions received	2016-09-30	$0
Net income (gross income less expenses)	2016-09-30	$33,302
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$373,519
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$340,217
Total contributions received or receivable from employer(s)	2016-09-30	$0
Value of certain deemed distributions of participant loans	2016-09-30	$0
Value of corrective distributions	2016-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
2015 : JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-09-30	$0
Total plan liabilities at end of year	2015-09-30	$0
Total plan liabilities at beginning of year	2015-09-30	$0
Total income from all sources	2015-09-30	$-18,394
Expenses. Total of all expenses incurred	2015-09-30	$14,566
Benefits paid (including direct rollovers)	2015-09-30	$14,566
Total plan assets at end of year	2015-09-30	$340,217
Total plan assets at beginning of year	2015-09-30	$373,177
Value of fidelity bond covering the plan	2015-09-30	$81,000
Assets. Value of tangible personal property	2015-09-30	$35,696
Total contributions received or receivable from participants	2015-09-30	$0
Expenses. Other expenses not covered elsewhere	2015-09-30	$0
Contributions received from other sources (not participants or employers)	2015-09-30	$0
Other income received	2015-09-30	$-18,394
Noncash contributions received	2015-09-30	$0
Net income (gross income less expenses)	2015-09-30	$-32,960
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$340,217
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$373,177
Total contributions received or receivable from employer(s)	2015-09-30	$0
Value of certain deemed distributions of participant loans	2015-09-30	$0
Value of corrective distributions	2015-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
2014 : JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-09-30	$0
Total plan liabilities at end of year	2014-09-30	$0
Total plan liabilities at beginning of year	2014-09-30	$0
Total income from all sources	2014-09-30	$50,432
Expenses. Total of all expenses incurred	2014-09-30	$14,163
Benefits paid (including direct rollovers)	2014-09-30	$14,163
Total plan assets at end of year	2014-09-30	$373,177
Total plan assets at beginning of year	2014-09-30	$336,908
Value of fidelity bond covering the plan	2014-09-30	$81,000
Assets. Value of tangible personal property	2014-09-30	$38,736
Total contributions received or receivable from participants	2014-09-30	$0
Expenses. Other expenses not covered elsewhere	2014-09-30	$0
Contributions received from other sources (not participants or employers)	2014-09-30	$0
Other income received	2014-09-30	$50,432
Noncash contributions received	2014-09-30	$0
Net income (gross income less expenses)	2014-09-30	$36,269
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$373,177
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$336,908
Total contributions received or receivable from employer(s)	2014-09-30	$0
Value of certain deemed distributions of participant loans	2014-09-30	$0
Value of corrective distributions	2014-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
2013 : JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-09-30	$0
Total plan liabilities at end of year	2013-09-30	$0
Total plan liabilities at beginning of year	2013-09-30	$0
Total income from all sources	2013-09-30	$13,497
Expenses. Total of all expenses incurred	2013-09-30	$12,327
Benefits paid (including direct rollovers)	2013-09-30	$12,327
Total plan assets at end of year	2013-09-30	$336,908
Total plan assets at beginning of year	2013-09-30	$335,738
Value of fidelity bond covering the plan	2013-09-30	$81,000
Assets. Value of tangible personal property	2013-09-30	$42,448
Total contributions received or receivable from participants	2013-09-30	$0
Expenses. Other expenses not covered elsewhere	2013-09-30	$0
Contributions received from other sources (not participants or employers)	2013-09-30	$0
Other income received	2013-09-30	$13,497
Noncash contributions received	2013-09-30	$0
Net income (gross income less expenses)	2013-09-30	$1,170
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$336,908
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$335,738
Total contributions received or receivable from employer(s)	2013-09-30	$0
Value of certain deemed distributions of participant loans	2013-09-30	$0
Value of corrective distributions	2013-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
2012 : JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-09-30	$0
Total plan liabilities at end of year	2012-09-30	$0
Total plan liabilities at beginning of year	2012-09-30	$0
Total income from all sources	2012-09-30	$50,483
Expenses. Total of all expenses incurred	2012-09-30	$12,856
Benefits paid (including direct rollovers)	2012-09-30	$12,856
Total plan assets at end of year	2012-09-30	$335,738
Total plan assets at beginning of year	2012-09-30	$298,111
Value of fidelity bond covering the plan	2012-09-30	$81,000
Assets. Value of tangible personal property	2012-09-30	$56,832
Total contributions received or receivable from participants	2012-09-30	$0
Expenses. Other expenses not covered elsewhere	2012-09-30	$0
Contributions received from other sources (not participants or employers)	2012-09-30	$0
Other income received	2012-09-30	$50,483
Noncash contributions received	2012-09-30	$0
Net income (gross income less expenses)	2012-09-30	$37,627
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$335,738
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$298,111
Total contributions received or receivable from employer(s)	2012-09-30	$0
Value of certain deemed distributions of participant loans	2012-09-30	$0
Value of corrective distributions	2012-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-09-30	$0
Total plan liabilities at end of year	2011-09-30	$0
Total plan liabilities at beginning of year	2011-09-30	$0
Total income from all sources	2011-09-30	$-5,335
Expenses. Total of all expenses incurred	2011-09-30	$12,861
Benefits paid (including direct rollovers)	2011-09-30	$12,809
Total plan assets at end of year	2011-09-30	$298,111
Total plan assets at beginning of year	2011-09-30	$316,307
Value of fidelity bond covering the plan	2011-09-30	$81,000
Assets. Value of tangible personal property	2011-09-30	$51,840
Total contributions received or receivable from participants	2011-09-30	$0
Expenses. Other expenses not covered elsewhere	2011-09-30	$52
Contributions received from other sources (not participants or employers)	2011-09-30	$0
Other income received	2011-09-30	$-5,335
Noncash contributions received	2011-09-30	$0
Net income (gross income less expenses)	2011-09-30	$-18,196
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$298,111
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$316,307
Total contributions received or receivable from employer(s)	2011-09-30	$0
Value of certain deemed distributions of participant loans	2011-09-30	$0
Value of corrective distributions	2011-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
2010 : JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN

2017: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	Yes
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN A. GRAHAM INSURANCE AGENCY, INC.
Employer identification number (EIN):	591945381
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages