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THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTHE ROY AGENCY INC PROFIT SHARING PLAN & TRUST
Plan identification number 001

THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing

401k Sponsoring company profile

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

Company Name:THE ROY AGENCY INC
Employer identification number (EIN):752243032
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01DENISE M ROY
0012011-01-01DENISE M ROY
0012010-01-01DENISE M ROY
0012009-01-01DENISE M ROY

Plan Statistics for THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST

Measure Date Value
2012: THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
2011: THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2010: THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-016
Total of all active and inactive participants2010-01-016
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST 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
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST

Measure Date Value
2012 : THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-06-30$-6,047
Expenses. Total of all expenses incurred2012-06-30$860,821
Benefits paid (including direct rollovers)2012-06-30$859,821
Total plan assets at end of year2012-06-30$0
Total plan assets at beginning of year2012-06-30$866,868
Value of fidelity bond covering the plan2012-06-30$100,000
Expenses. Other expenses not covered elsewhere2012-06-30$1,000
Other income received2012-06-30$-6,047
Net income (gross income less expenses)2012-06-30$-866,868
Net plan assets at end of year (total assets less liabilities)2012-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$866,868
2011 : THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$14,096
Expenses. Total of all expenses incurred2011-12-31$150
Total plan assets at end of year2011-12-31$866,868
Total plan assets at beginning of year2011-12-31$852,922
Value of fidelity bond covering the plan2011-12-31$100,000
Expenses. Other expenses not covered elsewhere2011-12-31$150
Other income received2011-12-31$14,096
Net income (gross income less expenses)2011-12-31$13,946
Net plan assets at end of year (total assets less liabilities)2011-12-31$866,868
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$852,922
2010 : THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$94,505
Expenses. Total of all expenses incurred2010-12-31$150
Total plan assets at end of year2010-12-31$852,922
Total plan assets at beginning of year2010-12-31$758,567
Value of fidelity bond covering the plan2010-12-31$100,000
Expenses. Other expenses not covered elsewhere2010-12-31$150
Other income received2010-12-31$24,505
Net income (gross income less expenses)2010-12-31$94,355
Net plan assets at end of year (total assets less liabilities)2010-12-31$852,922
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$758,567
Total contributions received or receivable from employer(s)2010-12-31$70,000

Form 5500 Responses for THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST

2012: THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE ROY AGENCY INC PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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