JOHN A. BARCLAY AGENCY PROFIT SHARING 401(K) PLAN 401k Plan overview

JOHN A. BARCLAY AGENCY PROFIT SHARING 401(K) PLAN Benefits

401k Sponsoring company profile

Company Name:	JOHN A. BARCLAY AGENCY
Employer identification number (EIN):	742011615
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TARA EVANS, FOR TAG RESOURCES	2024-04-12
001	2022-01-01	TARA EVANS, FOR TAG RESOURCES	2023-07-03
001	2021-01-01	TARA EVANS	2022-05-19
001	2020-01-01	PHIL TISUE	2021-02-11
001	2019-01-01	PHIL TISUE	2020-09-14
001	2018-01-01	PHIL TISUE	2019-10-01
001	2017-01-01	JOHN BARCLAY, III	2018-04-27
001	2016-01-01	JOHN BARCLAY, III	2017-05-18
001	2015-01-01	JOHN BARCLAY, III	2016-03-16
001	2014-01-01	JOHN BARCLAY, III	2015-05-18
001	2013-01-01	JIM STONE	2014-09-30	JIM STONE	2014-09-30
001	2012-01-01	JIM STONE	2013-04-29
001	2011-01-01	JIM STONE	2012-05-21
001	2010-01-01	EMILY STRUNK	2011-10-17	EMILY STRUNK	2011-10-17

Plan Statistics for JOHN A. BARCLAY AGENCY PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2025: JOHN A. BARCLAY AGENCY PROFIT SHARING 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-25	10
Total number of particpants at end of year	2025-04-25	11
Number of Participants With Account Balances	2025-04-25	11
2024: JOHN A. BARCLAY AGENCY PROFIT SHARING 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-04-12	12
Total number of particpants at end of year	2024-04-12	12
Number of Participants With Account Balances	2024-04-12	12
2022: JOHN A. BARCLAY AGENCY PROFIT SHARING 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-05-19	11
Total number of particpants at end of year	2022-05-19	11
Number of Participants With Account Balances	2022-05-19	11

Financial Data on JOHN A. BARCLAY AGENCY PROFIT SHARING 401(K) PLAN

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• JOHN A. MARSHALL DBA MARSHALL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN [EIN = 820893450]
• JOHN A. SALAZAR, D.M.D., P.C. CASH BALANCE PLAN [EIN = 412117827]
• JOHN A. ROFFERS, M.D., S.C. 401(K) PROFIT SHARING PLAN [EIN = 391715098]
• JOHN A. SOLARCZYK, LLC 401(K) PLAN [EIN = 510667514]
• JOHN A. CAPUTO & ASSOCIATES SAFE HARBOR 401(K) PLAN [EIN = 251409954]
• JOHN A. PAGLIEI, JR. DMD [EIN = 232501953]
• JOHN A. FAGONE DEFINED BENEFIT PLAN [EIN = 042320262]
• JOHN A. TUMOLO DEFINED BENEFIT PENSION PLAN [EIN = 251376908]
• JOHN A. CORBETT, D.D.S., M.S., P.C. PROFIT SHARING PLAN [EIN = 760455439]
• JOHN A. BARRICK, D.D.S., LTD. PROFIT SHARING PLAN [EIN = 030389134]
• JOHN A. DOYLE & ASSOCIATES PROFIT SHARING PLAN [EIN = 351310615]
• JOHN A. GHOLSON III DDS PC SIXTH RESTATED PROFIT SHARING PLAN [EIN = 620887930]
• JOHN A. ROSSI PROFIT SHARING PLAN [EIN = 942260355]
• JOHN A. LEE, A MEDICAL CORP. MONEY PURCHASE PENSION PLAN [EIN = 953415260]
• JOHN A. MASON, D.M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 205318398]
• JOHN A. MANGINI & COMPANY, LLP PROFIT SHARING PLAN [EIN = 943550072]
• JOHN A. AZZATO, M.D., PC 401(K) PLAN [EIN = 455309151]
• JOHN A. KLICH 401K PLAN [EIN = 260013238]
• JOHN A. PAVLO, DMD, PC CASH BALANCE PLAN [EIN = 020658560]
• JOHN A. MARTIN CBS BENEFIT PLAN [EIN = 311524578]
• JOHN A. STEER COMPANY CASH BALANCE PLAN [EIN = 231902358]
• JOHN A. STEER COMPANY PROFIT SHARING PLAN [EIN = 231902358]
• JOHN A. HUDEC AND ASSOCIATES, INC WELFARE BENFIT PLAN [EIN = 311582158]
• JOHN A. MARTIN & ASSOCIATES 401(K) PLAN [EIN = 271318532]
• JOHN A. VERDONI, M.D. PROFIT SHARING PLAN [EIN = 901672851]
• JOHN A. SCANLAND, D.P.M., P.C. PROFIT SHARING PLAN [EIN = 232876446]
• JOHN A. OVERTON, II, DDS, PA 401(K) PLAN [EIN = 851430060]

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