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

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

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

401k Plan TypeDefined 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

Additional information about JOHN A. GRAHAM INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1979-10-10
Company Identification Number: 639268
Legal Registered Office Address: 2241 Northeast 32nd Street

Lighthouse Point

33064

More information about JOHN A. GRAHAM INSURANCE AGENCY, INC.

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 SignedName of Company SponsorDate Sponsor Signed
0012017-10-01ISA A. GRAHAM ISA A. GRAHAM2019-02-12
0012016-10-01ISA A. GRAHAM
0012015-10-01JOHN A. GRAHAM
0012014-10-01JOHN A. GRAHAM
0012013-10-01
0012012-10-01REBECCA TORRES
0012011-10-01JANESIS DIAZ
0012009-10-01CAMERON KELLY

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 plan2018-09-30$0
Total plan liabilities at end of year2018-09-30$0
Total plan liabilities at beginning of year2018-09-30$0
Total income from all sources2018-09-30$-10,354
Expenses. Total of all expenses incurred2018-09-30$386,845
Benefits paid (including direct rollovers)2018-09-30$386,845
Total plan assets at end of year2018-09-30$0
Total plan assets at beginning of year2018-09-30$397,199
Value of fidelity bond covering the plan2018-09-30$81,000
Assets. Value of tangible personal property2018-09-30$0
Total contributions received or receivable from participants2018-09-30$0
Expenses. Other expenses not covered elsewhere2018-09-30$0
Contributions received from other sources (not participants or employers)2018-09-30$0
Other income received2018-09-30$-10,354
Noncash contributions received2018-09-30$0
Net income (gross income less expenses)2018-09-30$-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 loans2018-09-30$0
Value of corrective distributions2018-09-30$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 securities2018-09-30$0
2017 : JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-09-30$0
Total plan liabilities at beginning of year2017-09-30$0
Total income from all sources2017-09-30$39,221
Expenses. Total of all expenses incurred2017-09-30$15,541
Benefits paid (including direct rollovers)2017-09-30$15,396
Total plan assets at end of year2017-09-30$397,199
Total plan assets at beginning of year2017-09-30$373,519
Value of fidelity bond covering the plan2017-09-30$81,000
Assets. Value of tangible personal property2017-09-30$39,362
Total contributions received or receivable from participants2017-09-30$0
Expenses. Other expenses not covered elsewhere2017-09-30$145
Contributions received from other sources (not participants or employers)2017-09-30$0
Other income received2017-09-30$39,221
Noncash contributions received2017-09-30$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 loans2017-09-30$0
Value of corrective distributions2017-09-30$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 plan2016-09-30$0
Total plan liabilities at end of year2016-09-30$0
Total plan liabilities at beginning of year2016-09-30$0
Total income from all sources2016-09-30$49,783
Expenses. Total of all expenses incurred2016-09-30$16,481
Benefits paid (including direct rollovers)2016-09-30$16,481
Total plan assets at end of year2016-09-30$373,519
Total plan assets at beginning of year2016-09-30$340,217
Value of fidelity bond covering the plan2016-09-30$81,000
Assets. Value of tangible personal property2016-09-30$42,026
Total contributions received or receivable from participants2016-09-30$0
Expenses. Other expenses not covered elsewhere2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$49,783
Noncash contributions received2016-09-30$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 loans2016-09-30$0
Value of corrective distributions2016-09-30$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 securities2016-09-30$0
2015 : JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-09-30$0
Total plan liabilities at end of year2015-09-30$0
Total plan liabilities at beginning of year2015-09-30$0
Total income from all sources2015-09-30$-18,394
Expenses. Total of all expenses incurred2015-09-30$14,566
Benefits paid (including direct rollovers)2015-09-30$14,566
Total plan assets at end of year2015-09-30$340,217
Total plan assets at beginning of year2015-09-30$373,177
Value of fidelity bond covering the plan2015-09-30$81,000
Assets. Value of tangible personal property2015-09-30$35,696
Total contributions received or receivable from participants2015-09-30$0
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$-18,394
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$-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 loans2015-09-30$0
Value of corrective distributions2015-09-30$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 securities2015-09-30$0
2014 : JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total plan liabilities at end of year2014-09-30$0
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$50,432
Expenses. Total of all expenses incurred2014-09-30$14,163
Benefits paid (including direct rollovers)2014-09-30$14,163
Total plan assets at end of year2014-09-30$373,177
Total plan assets at beginning of year2014-09-30$336,908
Value of fidelity bond covering the plan2014-09-30$81,000
Assets. Value of tangible personal property2014-09-30$38,736
Total contributions received or receivable from participants2014-09-30$0
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$50,432
Noncash contributions received2014-09-30$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 loans2014-09-30$0
Value of corrective distributions2014-09-30$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 securities2014-09-30$0
2013 : JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total plan liabilities at end of year2013-09-30$0
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$13,497
Expenses. Total of all expenses incurred2013-09-30$12,327
Benefits paid (including direct rollovers)2013-09-30$12,327
Total plan assets at end of year2013-09-30$336,908
Total plan assets at beginning of year2013-09-30$335,738
Value of fidelity bond covering the plan2013-09-30$81,000
Assets. Value of tangible personal property2013-09-30$42,448
Total contributions received or receivable from participants2013-09-30$0
Expenses. Other expenses not covered elsewhere2013-09-30$0
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$13,497
Noncash contributions received2013-09-30$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 loans2013-09-30$0
Value of corrective distributions2013-09-30$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 securities2013-09-30$0
2012 : JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-09-30$0
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$50,483
Expenses. Total of all expenses incurred2012-09-30$12,856
Benefits paid (including direct rollovers)2012-09-30$12,856
Total plan assets at end of year2012-09-30$335,738
Total plan assets at beginning of year2012-09-30$298,111
Value of fidelity bond covering the plan2012-09-30$81,000
Assets. Value of tangible personal property2012-09-30$56,832
Total contributions received or receivable from participants2012-09-30$0
Expenses. Other expenses not covered elsewhere2012-09-30$0
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$50,483
Noncash contributions received2012-09-30$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 loans2012-09-30$0
Value of corrective distributions2012-09-30$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 securities2012-09-30$0
2011 : JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-09-30$0
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$-5,335
Expenses. Total of all expenses incurred2011-09-30$12,861
Benefits paid (including direct rollovers)2011-09-30$12,809
Total plan assets at end of year2011-09-30$298,111
Total plan assets at beginning of year2011-09-30$316,307
Value of fidelity bond covering the plan2011-09-30$81,000
Assets. Value of tangible personal property2011-09-30$51,840
Total contributions received or receivable from participants2011-09-30$0
Expenses. Other expenses not covered elsewhere2011-09-30$52
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$-5,335
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$-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 loans2011-09-30$0
Value of corrective distributions2011-09-30$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 securities2011-09-30$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 securities2010-09-30$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
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingYes
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: JOHN A. GRAHAM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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