401k Plan data: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST plan

G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

CAHILL, INC. has sponsored the creation of one or more 401k plans.

Company Name: CAHILL, INC.

Employer identification number (EIN): 592476870

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 G. SCOTT CAHILL
001 2017-01-01 G. SCOTT CAHILL
001 2016-01-01 G. SCOTT CAHILL
001 2015-01-01 G. SCOTT CAHILL
001 2014-01-01 G. SCOTT CAHILL
001 2013-03-01 G. SCOTT CAHILL
001 2012-03-01 G SCOTT CAHILL
001 2011-03-01 G. SCOTT CAHILL
001 2010-03-01 G. SCOTT CAHILL G. SCOTT CAHILL 2011-12-15
001 2009-03-01 G. SCOTT CAHILL G. SCOTT CAHILL 2010-08-23
001 2009-03-01 G. SCOTT CAHILL 2010-08-23

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	G. SCOTT CAHILL
001	2017-01-01	G. SCOTT CAHILL
001	2016-01-01	G. SCOTT CAHILL
001	2015-01-01	G. SCOTT CAHILL
001	2014-01-01	G. SCOTT CAHILL
001	2013-03-01	G. SCOTT CAHILL
001	2012-03-01	G SCOTT CAHILL
001	2011-03-01	G. SCOTT CAHILL
001	2010-03-01	G. SCOTT CAHILL	G. SCOTT CAHILL	2011-12-15
001	2009-03-01	G. SCOTT CAHILL	G. SCOTT CAHILL	2010-08-23
001	2009-03-01		G. SCOTT CAHILL	2010-08-23

Plan Statistics for G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2021: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
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 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
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 4
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
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 1
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
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 0
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
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 2
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 1
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-03-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 6
Number of retired or separated participants receiving benefits 2013-03-01 0
Number of other retired or separated participants entitled to future benefits 2013-03-01 0
Total of all active and inactive participants 2013-03-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-03-01 0
Total participants 2013-03-01 6
Number of participants with account balances 2013-03-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 0
2012: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-03-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 5
Number of retired or separated participants receiving benefits 2012-03-01 0
Number of other retired or separated participants entitled to future benefits 2012-03-01 0
Total of all active and inactive participants 2012-03-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-03-01 0
Total participants 2012-03-01 5
Number of participants with account balances 2012-03-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-03-01 0
2011: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-03-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 5
Number of retired or separated participants receiving benefits 2011-03-01 0
Number of other retired or separated participants entitled to future benefits 2011-03-01 0
Total of all active and inactive participants 2011-03-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-03-01 0
Total participants 2011-03-01 5
Number of participants with account balances 2011-03-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-03-01 0
2010: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-03-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-03-01 5
Number of retired or separated participants receiving benefits 2010-03-01 0
Number of other retired or separated participants entitled to future benefits 2010-03-01 0
Total of all active and inactive participants 2010-03-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-03-01 0
Total participants 2010-03-01 5
Number of participants with account balances 2010-03-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-03-01 0
2009: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-03-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 5
Number of retired or separated participants receiving benefits 2009-03-01 0
Number of other retired or separated participants entitled to future benefits 2009-03-01 0
Total of all active and inactive participants 2009-03-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 0
Total participants 2009-03-01 5
Number of participants with account balances 2009-03-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 0

Measure	Date	Value
2021: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
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	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
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	4
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
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	1
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
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	0
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
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	2
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	1
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-03-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	6
Number of retired or separated participants receiving benefits	2013-03-01	0
Number of other retired or separated participants entitled to future benefits	2013-03-01	0
Total of all active and inactive participants	2013-03-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-03-01	0
Total participants	2013-03-01	6
Number of participants with account balances	2013-03-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	0
2012: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-03-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	5
Number of retired or separated participants receiving benefits	2012-03-01	0
Number of other retired or separated participants entitled to future benefits	2012-03-01	0
Total of all active and inactive participants	2012-03-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-03-01	0
Total participants	2012-03-01	5
Number of participants with account balances	2012-03-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-03-01	0
2011: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-03-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	5
Number of retired or separated participants receiving benefits	2011-03-01	0
Number of other retired or separated participants entitled to future benefits	2011-03-01	0
Total of all active and inactive participants	2011-03-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-03-01	0
Total participants	2011-03-01	5
Number of participants with account balances	2011-03-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-03-01	0
2010: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-03-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-03-01	5
Number of retired or separated participants receiving benefits	2010-03-01	0
Number of other retired or separated participants entitled to future benefits	2010-03-01	0
Total of all active and inactive participants	2010-03-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-03-01	0
Total participants	2010-03-01	5
Number of participants with account balances	2010-03-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-03-01	0
2009: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-03-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	5
Number of retired or separated participants receiving benefits	2009-03-01	0
Number of other retired or separated participants entitled to future benefits	2009-03-01	0
Total of all active and inactive participants	2009-03-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	0
Total participants	2009-03-01	5
Number of participants with account balances	2009-03-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	0

Financial Data on G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2021 : G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$328,626
Expenses. Total of all expenses incurred	2021-12-31	$4,003,082
Benefits paid (including direct rollovers)	2021-12-31	$4,003,082
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$3,674,456
Value of fidelity bond covering the plan	2021-12-31	$2,600,000
Other income received	2021-12-31	$328,626
Net income (gross income less expenses)	2021-12-31	$-3,674,456
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,674,456
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$313,703
Expenses. Total of all expenses incurred	2020-12-31	$2,109
Benefits paid (including direct rollovers)	2020-12-31	$2,109
Total plan assets at end of year	2020-12-31	$3,674,456
Total plan assets at beginning of year	2020-12-31	$3,362,862
Value of fidelity bond covering the plan	2020-12-31	$2,600,000
Total contributions received or receivable from participants	2020-12-31	$77,891
Other income received	2020-12-31	$209,442
Net income (gross income less expenses)	2020-12-31	$311,594
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,674,456
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,362,862
Total contributions received or receivable from employer(s)	2020-12-31	$26,370
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$290,087
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$3,362,862
Total plan assets at beginning of year	2019-12-31	$3,072,775
Value of fidelity bond covering the plan	2019-12-31	$2,000,000
Total contributions received or receivable from participants	2019-12-31	$72,600
Other income received	2019-12-31	$148,045
Net income (gross income less expenses)	2019-12-31	$290,087
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,362,862
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,072,775
Total contributions received or receivable from employer(s)	2019-12-31	$69,442
2018 : G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$459,346
Expenses. Total of all expenses incurred	2018-12-31	$21,253
Benefits paid (including direct rollovers)	2018-12-31	$21,253
Total plan assets at end of year	2018-12-31	$3,072,775
Total plan assets at beginning of year	2018-12-31	$2,634,682
Value of fidelity bond covering the plan	2018-12-31	$1,784,278
Total contributions received or receivable from participants	2018-12-31	$66,700
Contributions received from other sources (not participants or employers)	2018-12-31	$19,130
Other income received	2018-12-31	$313,723
Net income (gross income less expenses)	2018-12-31	$438,093
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,072,775
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,634,682
Total contributions received or receivable from employer(s)	2018-12-31	$59,793
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$239,650
Expenses. Total of all expenses incurred	2017-12-31	$168
Benefits paid (including direct rollovers)	2017-12-31	$168
Total plan assets at end of year	2017-12-31	$2,634,682
Total plan assets at beginning of year	2017-12-31	$2,395,200
Value of fidelity bond covering the plan	2017-12-31	$950,000
Total contributions received or receivable from participants	2017-12-31	$62,900
Other income received	2017-12-31	$106,006
Net income (gross income less expenses)	2017-12-31	$239,482
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,634,682
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,395,200
Total contributions received or receivable from employer(s)	2017-12-31	$70,744
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$279,059
Expenses. Total of all expenses incurred	2016-12-31	$86,753
Benefits paid (including direct rollovers)	2016-12-31	$86,753
Total plan assets at end of year	2016-12-31	$2,395,200
Total plan assets at beginning of year	2016-12-31	$2,202,894
Value of fidelity bond covering the plan	2016-12-31	$950,000
Total contributions received or receivable from participants	2016-12-31	$64,735
Other income received	2016-12-31	$152,186
Net income (gross income less expenses)	2016-12-31	$192,306
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,395,200
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,202,894
Total contributions received or receivable from employer(s)	2016-12-31	$62,138
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$304,931
Expenses. Total of all expenses incurred	2015-12-31	$135,757
Benefits paid (including direct rollovers)	2015-12-31	$135,732
Total plan assets at end of year	2015-12-31	$2,202,894
Total plan assets at beginning of year	2015-12-31	$2,033,720
Value of fidelity bond covering the plan	2015-12-31	$950,000
Total contributions received or receivable from participants	2015-12-31	$61,797
Other income received	2015-12-31	$209,662
Net income (gross income less expenses)	2015-12-31	$169,174
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,202,894
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,033,720
Total contributions received or receivable from employer(s)	2015-12-31	$33,472
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$125,670
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,033,720
Total plan assets at beginning of year	2014-12-31	$1,908,050
Value of fidelity bond covering the plan	2014-12-31	$950,000
Total contributions received or receivable from participants	2014-12-31	$49,596
Other income received	2014-12-31	$37,571
Net income (gross income less expenses)	2014-12-31	$125,670
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,033,720
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,908,050
Total contributions received or receivable from employer(s)	2014-12-31	$38,503
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$233,395
Expenses. Total of all expenses incurred	2013-12-31	$7,371
Total plan assets at end of year	2013-12-31	$1,908,050
Total plan assets at beginning of year	2013-12-31	$1,682,026
Value of fidelity bond covering the plan	2013-12-31	$950,000
Total contributions received or receivable from participants	2013-12-31	$38,938
Other income received	2013-12-31	$125,444
Net income (gross income less expenses)	2013-12-31	$226,024
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,908,050
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,682,026
Total contributions received or receivable from employer(s)	2013-12-31	$69,013
Value of corrective distributions	2013-12-31	$7,371
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Total plan liabilities at end of year	2013-02-28	$0
Total plan liabilities at beginning of year	2013-02-28	$0
Total income from all sources	2013-02-28	$145,775
Expenses. Total of all expenses incurred	2013-02-28	$0
Total plan assets at end of year	2013-02-28	$1,682,026
Total plan assets at beginning of year	2013-02-28	$1,536,251
Value of fidelity bond covering the plan	2013-02-28	$950,000
Total contributions received or receivable from participants	2013-02-28	$52,708
Other income received	2013-02-28	$43,067
Net income (gross income less expenses)	2013-02-28	$145,775
Net plan assets at end of year (total assets less liabilities)	2013-02-28	$1,682,026
Net plan assets at beginning of year (total assets less liabilities)	2013-02-28	$1,536,251
Total contributions received or receivable from employer(s)	2013-02-28	$50,000
2012 : G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-02-29	$0
Total plan liabilities at beginning of year	2012-02-29	$0
Total income from all sources	2012-02-29	$113,849
Expenses. Total of all expenses incurred	2012-02-29	$0
Total plan assets at end of year	2012-02-29	$1,536,251
Total plan assets at beginning of year	2012-02-29	$1,422,402
Value of fidelity bond covering the plan	2012-02-29	$950,000
Total contributions received or receivable from participants	2012-02-29	$45,680
Other income received	2012-02-29	$17,657
Net income (gross income less expenses)	2012-02-29	$113,849
Net plan assets at end of year (total assets less liabilities)	2012-02-29	$1,536,251
Net plan assets at beginning of year (total assets less liabilities)	2012-02-29	$1,422,402
Total contributions received or receivable from employer(s)	2012-02-29	$50,512
2011 : G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-02-28	$0
Total plan liabilities at beginning of year	2011-02-28	$0
Total income from all sources	2011-02-28	$267,432
Expenses. Total of all expenses incurred	2011-02-28	$0
Total plan assets at end of year	2011-02-28	$1,422,402
Total plan assets at beginning of year	2011-02-28	$1,154,970
Value of fidelity bond covering the plan	2011-02-28	$950,000
Total contributions received or receivable from participants	2011-02-28	$45,320
Other income received	2011-02-28	$182,112
Net income (gross income less expenses)	2011-02-28	$267,432
Net plan assets at end of year (total assets less liabilities)	2011-02-28	$1,422,402
Net plan assets at beginning of year (total assets less liabilities)	2011-02-28	$1,154,970
Total contributions received or receivable from employer(s)	2011-02-28	$40,000

Form 5500 Responses for G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

2021: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 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	Yes
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: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 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: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 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: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 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: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 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: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 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: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 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: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 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: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Submission has been amended	No
2013-03-01	This submission is the final filing	No
2013-03-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-03-01	Plan is a collectively bargained plan	No
2013-03-01	Plan funding arrangement – Trust	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Submission has been amended	No
2012-03-01	This submission is the final filing	No
2012-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-03-01	Plan is a collectively bargained plan	No
2012-03-01	Plan funding arrangement – Trust	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2011: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Submission has been amended	No
2011-03-01	This submission is the final filing	No
2011-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-03-01	Plan is a collectively bargained plan	No
2011-03-01	Plan funding arrangement – Insurance	Yes
2011-03-01	Plan funding arrangement – Trust	Yes
2011-03-01	Plan benefit arrangement – Insurance	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes
2010: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-03-01	Type of plan entity	Single employer plan
2010-03-01	Submission has been amended	No
2010-03-01	This submission is the final filing	No
2010-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-03-01	Plan is a collectively bargained plan	No
2010-03-01	Plan funding arrangement – Insurance	Yes
2010-03-01	Plan funding arrangement – Trust	Yes
2010-03-01	Plan benefit arrangement – Insurance	Yes
2010-03-01	Plan benefit arrangement - Trust	Yes
2009: G. SCOTT CAHILL, C.L.U. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Submission has been amended	Yes
2009-03-01	This submission is the final filing	No
2009-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-03-01	Plan is a collectively bargained plan	No
2009-03-01	Plan funding arrangement – Insurance	Yes
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement – Insurance	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CAHILL, INC.
Employer identification number (EIN):	592476870
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages