401k Plan data: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN plan

THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN
Plan identification number	001

THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE DALTON AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE DALTON AGENCY, INC.

Employer identification number (EIN): 592973461

NAIC Classification: 541800

Additional information about THE DALTON AGENCY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1989-11-14

Company Identification Number: L31803

Legal Registered Office Address: 140 WEST MONROE STREET

JACKSONVILLE

32202

More information about THE DALTON AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 JO ANN STEPHENS 2020-12-16 JO ANN STEPHENS 2020-12-16
001 2019-01-01 JO ANN STEPHENS 2020-10-05 JO ANN STEPHENS 2020-10-05
001 2018-01-01 JO ANN STEPHENS 2019-10-15 JO ANN STEPHENS 2019-10-15
001 2017-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 JO ANN STEPHENS 2013-10-11 JO ANN STEPHENS 2013-10-11
001 2011-01-01 JO ANN STEPHENS
001 2009-01-01 JO ANN STEPHENS JO ANN STEPHENS 2010-03-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	JO ANN STEPHENS	2020-12-16	JO ANN STEPHENS	2020-12-16
001	2019-01-01	JO ANN STEPHENS	2020-10-05	JO ANN STEPHENS	2020-10-05
001	2018-01-01	JO ANN STEPHENS	2019-10-15	JO ANN STEPHENS	2019-10-15
001	2017-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	JO ANN STEPHENS	2013-10-11	JO ANN STEPHENS	2013-10-11
001	2011-01-01	JO ANN STEPHENS
001	2009-01-01	JO ANN STEPHENS		JO ANN STEPHENS	2010-03-23

Plan Statistics for THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2020: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 0
Total of all active and inactive participants 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 81
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 42
Total of all active and inactive participants 2019-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 123
Number of participants with account balances 2019-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 83
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 43
Total of all active and inactive participants 2018-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 126
Number of participants with account balances 2018-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 67
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 40
Total of all active and inactive participants 2017-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 107
Number of participants with account balances 2017-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 81
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 27
Total of all active and inactive participants 2016-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 108
Number of participants with account balances 2016-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 80
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 34
Total of all active and inactive participants 2015-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 114
Number of participants with account balances 2015-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 74
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 34
Total of all active and inactive participants 2014-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 108
Number of participants with account balances 2014-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 102
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 42
Total of all active and inactive participants 2013-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 144
Number of participants with account balances 2013-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2011: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 87
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 112
Number of participants with account balances 2011-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 72
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 29
Total of all active and inactive participants 2009-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 101
Number of participants with account balances 2009-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	0
Total of all active and inactive participants	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	81
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	42
Total of all active and inactive participants	2019-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	123
Number of participants with account balances	2019-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	83
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	43
Total of all active and inactive participants	2018-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	126
Number of participants with account balances	2018-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	67
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	40
Total of all active and inactive participants	2017-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	107
Number of participants with account balances	2017-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	81
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	27
Total of all active and inactive participants	2016-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	108
Number of participants with account balances	2016-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	80
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	34
Total of all active and inactive participants	2015-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	114
Number of participants with account balances	2015-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	74
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	34
Total of all active and inactive participants	2014-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	108
Number of participants with account balances	2014-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	102
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	42
Total of all active and inactive participants	2013-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	144
Number of participants with account balances	2013-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2011: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	87
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	112
Number of participants with account balances	2011-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	72
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	29
Total of all active and inactive participants	2009-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	101
Number of participants with account balances	2009-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN

Measure	Date	Value
2020 : THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total transfer of assets from this plan	2020-07-31	$3,525,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-07-31	$0
Total income from all sources (including contributions)	2020-07-31	$200,878
Total of all expenses incurred	2020-07-31	$401,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-07-31	$383,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-07-31	$144,860
Value of total assets at end of year	2020-07-31	$0
Value of total assets at beginning of year	2020-07-31	$3,725,487
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-07-31	$17,996
Total interest from all sources	2020-07-31	$266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-07-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-07-31	$0
Administrative expenses professional fees incurred	2020-07-31	$5,087
Was this plan covered by a fidelity bond	2020-07-31	Yes
Value of fidelity bond cover	2020-07-31	$350,000
If this is an individual account plan, was there a blackout period	2020-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-07-31	No
Contributions received from participants	2020-07-31	$141,498
Income. Received or receivable in cash from other sources (including rollovers)	2020-07-31	$3,362
Assets. Loans (other than to participants) at end of year	2020-07-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-07-31	$11,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-07-31	$0
Total non interest bearing cash at end of year	2020-07-31	$0
Total non interest bearing cash at beginning of year	2020-07-31	$5,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-07-31	No
Value of net income/loss	2020-07-31	$-200,427
Value of net assets at end of year (total assets less liabilities)	2020-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-07-31	$3,725,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-07-31	No
Were any leases to which the plan was party in default or uncollectible	2020-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-07-31	$3,708,920
Interest on participant loans	2020-07-31	$266
Net investment gain/loss from pooled separate accounts	2020-07-31	$55,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-07-31	No
Was there a failure to transmit to the plan any participant contributions	2020-07-31	No
Has the plan failed to provide any benefit when due under the plan	2020-07-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-07-31	$383,309
Contract administrator fees	2020-07-31	$12,909
Did the plan have assets held for investment	2020-07-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-07-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-07-31	Disclaimer
Accountancy firm name	2020-07-31	ENNIS, PELLUM & ASSOCIATES, P.A.
Accountancy firm EIN	2020-07-31	591843700
2019 : THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,114,580
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$234,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$209,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$475,288
Value of total assets at end of year	2019-12-31	$3,725,487
Value of total assets at beginning of year	2019-12-31	$2,845,758
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,293
Total interest from all sources	2019-12-31	$918
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$361,023
Participant contributions at end of year	2019-12-31	$11,480
Participant contributions at beginning of year	2019-12-31	$24,183
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$114,265
Administrative expenses (other) incurred	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$5,087
Total non interest bearing cash at beginning of year	2019-12-31	$4,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$879,729
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,725,487
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,845,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,708,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,816,865
Interest on participant loans	2019-12-31	$918
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$638,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$209,558
Contract administrator fees	2019-12-31	$25,293
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
2018 : THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$439
Total income from all sources (including contributions)	2018-12-31	$94,258
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$560,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$546,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$306,932
Value of total assets at end of year	2018-12-31	$2,845,758
Value of total assets at beginning of year	2018-12-31	$3,312,723
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,842
Total interest from all sources	2018-12-31	$2,153
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$297,145
Participant contributions at end of year	2018-12-31	$24,183
Participant contributions at beginning of year	2018-12-31	$96,516
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$9,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$439
Administrative expenses (other) incurred	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$4,710
Total non interest bearing cash at beginning of year	2018-12-31	$4,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-466,526
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,845,758
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,312,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,816,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,211,446
Interest on participant loans	2018-12-31	$2,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-214,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$546,942
Contract administrator fees	2018-12-31	$13,842
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ENNIS, PELLUM & ASSOCIATES, P.A.
Accountancy firm EIN	2018-12-31	591843700
2017 : THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$439
Total income from all sources (including contributions)	2017-12-31	$725,569
Total of all expenses incurred	2017-12-31	$342,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$340,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$283,551
Value of total assets at end of year	2017-12-31	$3,312,723
Value of total assets at beginning of year	2017-12-31	$2,929,457
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,380
Total interest from all sources	2017-12-31	$4,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$280,621
Participant contributions at end of year	2017-12-31	$96,516
Participant contributions at beginning of year	2017-12-31	$72,411
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$439
Total non interest bearing cash at end of year	2017-12-31	$4,761
Total non interest bearing cash at beginning of year	2017-12-31	$4,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$383,266
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,312,284
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,929,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,211,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,852,429
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$4,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$437,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$340,923
Contract administrator fees	2017-12-31	$1,380
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2017-12-31	560747981
2016 : THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$439
Total income from all sources (including contributions)	2016-12-31	$514,963
Total of all expenses incurred	2016-12-31	$236,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$225,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$298,978
Value of total assets at end of year	2016-12-31	$2,929,457
Value of total assets at beginning of year	2016-12-31	$2,651,410
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,625
Total interest from all sources	2016-12-31	$3,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$298,978
Participant contributions at end of year	2016-12-31	$72,411
Participant contributions at beginning of year	2016-12-31	$70,680
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$439
Total non interest bearing cash at end of year	2016-12-31	$4,617
Total non interest bearing cash at beginning of year	2016-12-31	$12,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$278,047
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,929,018
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,650,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,852,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,567,838
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$3,356
Net investment gain/loss from pooled separate accounts	2016-12-31	$212,629
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$225,291
Contract administrator fees	2016-12-31	$11,625
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2016-12-31	560747981
2015 : THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,296
Total income from all sources (including contributions)	2015-12-31	$239,517
Total of all expenses incurred	2015-12-31	$2,132,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,121,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$250,573
Value of total assets at end of year	2015-12-31	$2,651,410
Value of total assets at beginning of year	2015-12-31	$4,545,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,941
Total interest from all sources	2015-12-31	$3,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$243,954
Participant contributions at end of year	2015-12-31	$70,680
Participant contributions at beginning of year	2015-12-31	$68,101
Participant contributions at beginning of year	2015-12-31	$958
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$6,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$1,296
Total non interest bearing cash at end of year	2015-12-31	$12,892
Total non interest bearing cash at beginning of year	2015-12-31	$18,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,893,229
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,650,971
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,544,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,567,838
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,457,673
Interest on participant loans	2015-12-31	$3,300
Net investment gain/loss from pooled separate accounts	2015-12-31	$-14,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,121,805
Contract administrator fees	2015-12-31	$10,941
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2015-12-31	560747981
2014 : THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total transfer of assets from this plan	2014-12-31	$301,013
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,296
Total income from all sources (including contributions)	2014-12-31	$747,591
Total of all expenses incurred	2014-12-31	$414,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$402,948
Value of total corrective distributions	2014-12-31	$1,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$559,932
Value of total assets at end of year	2014-12-31	$4,545,496
Value of total assets at beginning of year	2014-12-31	$4,512,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,452
Total interest from all sources	2014-12-31	$2,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$342,759
Participant contributions at end of year	2014-12-31	$68,101
Participant contributions at beginning of year	2014-12-31	$30,143
Participant contributions at end of year	2014-12-31	$958
Participant contributions at beginning of year	2014-12-31	$958
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$217,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$1,296
Total non interest bearing cash at end of year	2014-12-31	$18,764
Total non interest bearing cash at beginning of year	2014-12-31	$52,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$332,895
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,544,200
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,512,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,457,673
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,428,572
Interest on participant loans	2014-12-31	$2,247
Net investment gain/loss from pooled separate accounts	2014-12-31	$185,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$402,948
Contract administrator fees	2014-12-31	$10,452
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2014-12-31	560747981
2013 : THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$2,295,369
Total income from all sources (including contributions)	2013-12-31	$992,281
Total of all expenses incurred	2013-12-31	$301,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$299,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$411,552
Value of total assets at end of year	2013-12-31	$4,512,318
Value of total assets at beginning of year	2013-12-31	$1,525,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,227
Total interest from all sources	2013-12-31	$1,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$150,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$371,686
Participant contributions at end of year	2013-12-31	$30,143
Participant contributions at end of year	2013-12-31	$958
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$39,866
Total non interest bearing cash at end of year	2013-12-31	$52,645
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$691,280
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,512,318
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,525,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,428,572
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,525,669
Interest on participant loans	2013-12-31	$1,176
Net investment gain/loss from pooled separate accounts	2013-12-31	$579,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$299,774
Contract administrator fees	2013-12-31	$1,227
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2013-12-31	560747981
2011 : THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$125,680
Expenses. Total of all expenses incurred	2011-12-31	$162,374
Benefits paid (including direct rollovers)	2011-12-31	$162,374
Total plan assets at end of year	2011-12-31	$996,473
Total plan assets at beginning of year	2011-12-31	$1,033,167
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$146,562
Contributions received from other sources (not participants or employers)	2011-12-31	$28,464
Other income received	2011-12-31	$-49,346
Net income (gross income less expenses)	2011-12-31	$-36,694
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$996,473
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,033,167
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$253,762
Expenses. Total of all expenses incurred	2010-12-31	$95,332
Benefits paid (including direct rollovers)	2010-12-31	$95,332
Total plan assets at end of year	2010-12-31	$1,033,167
Total plan assets at beginning of year	2010-12-31	$874,737
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$146,239
Contributions received from other sources (not participants or employers)	2010-12-31	$2,308
Other income received	2010-12-31	$105,215
Net income (gross income less expenses)	2010-12-31	$158,430
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,033,167
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$874,737
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN

2020: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2011: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE DALTON AGENCY, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103957

Policy instance

Insurance contract or identification number	103957
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-07-31
Total amount of commissions paid to insurance broker	USD $6,029
Total amount of fees paid to insurance company	USD $5,687
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,029
Insurance broker organization code?	4
Amount paid for insurance broker fees	5687
Additional information about fees paid to insurance broker	TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103957

Policy instance

Insurance contract or identification number	103957
Number of Individuals Covered	109
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $8,155
Total amount of fees paid to insurance company	USD $1,642
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,155
Insurance broker organization code?	4
Amount paid for insurance broker fees	1642
Additional information about fees paid to insurance broker	TPA FEES AND OTHER COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103957

Policy instance

Insurance contract or identification number	103957
Number of Individuals Covered	112
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $7,646
Total amount of fees paid to insurance company	USD $1,600
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,646
Insurance broker organization code?	4
Amount paid for insurance broker fees	1600
Additional information about fees paid to insurance broker	TPA FEES AND OTHER ALLOWANCES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103957

Policy instance

Insurance contract or identification number	103957
Number of Individuals Covered	98
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $7,312
Total amount of fees paid to insurance company	USD $1,504
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,312
Insurance broker organization code?	4
Amount paid for insurance broker fees	1504
Additional information about fees paid to insurance broker	TPA FEES AND OTHER COMPENSATION
Insurance broker name	RETIREMENT PLAN ADMINISTRATORS, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103957

Policy instance

Insurance contract or identification number	103957
Number of Individuals Covered	104
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,544
Total amount of fees paid to insurance company	USD $1,574
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,544
Insurance broker organization code?	4
Amount paid for insurance broker fees	1574
Additional information about fees paid to insurance broker	TPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker name	RETIREMENT PLAN ADMINISTRATORS, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103957

Policy instance

Insurance contract or identification number	103957
Number of Individuals Covered	98
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $11,233
Total amount of fees paid to insurance company	USD $2,313
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,233
Insurance broker organization code?	4
Amount paid for insurance broker fees	2313
Additional information about fees paid to insurance broker	TPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker name	WRIGHT RETIREMENT SERVICES, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103957

Policy instance

Insurance contract or identification number	103957
Number of Individuals Covered	138
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $9,554
Total amount of fees paid to insurance company	USD $4,459
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,554
Insurance broker organization code?	4
Amount paid for insurance broker fees	4343
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	WRIGHT RETIREMENT SERVICES, LLC

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Company Name:	THE DALTON AGENCY, INC.
Employer identification number (EIN):	592973461
NAIC Classification:	541800

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1989-11-14
Company Identification Number:	L31803
Legal Registered Office Address:	140 WEST MONROE STREET JACKSONVILLE 32202