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THE CAMPBELL AGENCY PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE CAMPBELL AGENCY PROFIT SHARING PLAN
Plan identification number 001

THE CAMPBELL AGENCY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THE CAMPBELL AGENCY has sponsored the creation of one or more 401k plans.

Company Name:THE CAMPBELL AGENCY
Employer identification number (EIN):592876648
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CAMPBELL AGENCY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ROBIN GUADAGNINI
0012011-01-01ROBIN GUADAGNINI
0012009-01-01ROBIN GUADAGNINI

Plan Statistics for THE CAMPBELL AGENCY PROFIT SHARING PLAN

401k plan membership statisitcs for THE CAMPBELL AGENCY PROFIT SHARING PLAN

Measure Date Value
2015: THE CAMPBELL AGENCY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011
2014: THE CAMPBELL AGENCY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-011
2013: THE CAMPBELL AGENCY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: THE CAMPBELL AGENCY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: THE CAMPBELL AGENCY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2009: THE CAMPBELL AGENCY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE CAMPBELL AGENCY PROFIT SHARING PLAN

Measure Date Value
2015 : THE CAMPBELL AGENCY PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$9,308
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$445,267
Total plan assets at beginning of year2015-12-31$435,959
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$9,308
Net income (gross income less expenses)2015-12-31$9,308
Net plan assets at end of year (total assets less liabilities)2015-12-31$445,267
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$435,959
2014 : THE CAMPBELL AGENCY PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$153,379
Expenses. Total of all expenses incurred2014-12-31$160,181
Benefits paid (including direct rollovers)2014-12-31$160,181
Total plan assets at end of year2014-12-31$435,959
Total plan assets at beginning of year2014-12-31$442,761
Value of fidelity bond covering the plan2014-12-31$100,000
Noncash contributions received2014-12-31$153,379
Net income (gross income less expenses)2014-12-31$-6,802
Net plan assets at end of year (total assets less liabilities)2014-12-31$435,959
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$442,761
2013 : THE CAMPBELL AGENCY PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$21,540
Expenses. Total of all expenses incurred2013-12-31$135,559
Benefits paid (including direct rollovers)2013-12-31$135,559
Total plan assets at end of year2013-12-31$442,761
Total plan assets at beginning of year2013-12-31$556,780
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$21,540
Net income (gross income less expenses)2013-12-31$-114,019
Net plan assets at end of year (total assets less liabilities)2013-12-31$442,761
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$556,780
2012 : THE CAMPBELL AGENCY PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$19,315
Expenses. Total of all expenses incurred2012-12-31$65,044
Benefits paid (including direct rollovers)2012-12-31$65,044
Total plan assets at end of year2012-12-31$556,780
Total plan assets at beginning of year2012-12-31$602,509
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$19,315
Net income (gross income less expenses)2012-12-31$-45,729
Net plan assets at end of year (total assets less liabilities)2012-12-31$556,780
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$602,509
2011 : THE CAMPBELL AGENCY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$17,884
Expenses. Total of all expenses incurred2011-12-31$5,586
Benefits paid (including direct rollovers)2011-12-31$5,586
Total plan assets at end of year2011-12-31$602,509
Total plan assets at beginning of year2011-12-31$590,211
Value of fidelity bond covering the plan2011-12-31$100,000
Noncash contributions received2011-12-31$17,884
Net income (gross income less expenses)2011-12-31$12,298
Net plan assets at end of year (total assets less liabilities)2011-12-31$602,509
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$590,211
2010 : THE CAMPBELL AGENCY PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$31,753
Expenses. Total of all expenses incurred2010-12-31$338
Total plan assets at end of year2010-12-31$590,211
Total plan assets at beginning of year2010-12-31$558,796
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$31,753
Net income (gross income less expenses)2010-12-31$31,415
Net plan assets at end of year (total assets less liabilities)2010-12-31$590,211
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$558,796
Assets. Value of participant loans2010-12-31$5,586
Value of certain deemed distributions of participant loans2010-12-31$42,986
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$338
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE CAMPBELL AGENCY PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE CAMPBELL AGENCY PROFIT SHARING PLAN

2015: THE CAMPBELL AGENCY PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CAMPBELL AGENCY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CAMPBELL AGENCY PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CAMPBELL AGENCY PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CAMPBELL AGENCY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE CAMPBELL AGENCY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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