401k Plan data: GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN plan

GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN 401k Plan overview

Plan Name	GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN
Plan identification number	001

GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

GRAY & TROY INSURANCE SERVICES has sponsored the creation of one or more 401k plans.

Company Name: GRAY & TROY INSURANCE SERVICES

Employer identification number (EIN): 770516573

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 GENE GRAY GENE GRAY 2014-08-12
001 2012-01-01 DANIEL TROY
001 2011-01-01 DANIEL TROY 2012-10-10
001 2010-01-01 DANIEL TROY 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	GENE GRAY		GENE GRAY	2014-08-12
001	2012-01-01	DANIEL TROY
001	2011-01-01	DANIEL TROY	2012-10-10
001	2010-01-01	DANIEL TROY	2011-10-14

Plan Statistics for GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN

401k plan membership statisitcs for GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN

Measure Date Value
2013: GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 16
Total participants 2012-01-01 16
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2013: GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	16
Total participants	2012-01-01	16
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN

Measure	Date	Value
2013 : GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN 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	$1,526
Expenses. Total of all expenses incurred	2013-12-31	$2,375,037
Benefits paid (including direct rollovers)	2013-12-31	$2,375,037
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$2,373,511
Value of fidelity bond covering the plan	2013-12-31	$1,485,000
Assets. Value of loans (other than to participants)	2013-12-31	$0
Other income received	2013-12-31	$1,526
Net income (gross income less expenses)	2013-12-31	$-2,373,511
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,373,511
Assets. Value of participant loans	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$517,756
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,373,511
Total plan assets at beginning of year	2012-12-31	$1,855,755
Value of fidelity bond covering the plan	2012-12-31	$1,485,000
Total contributions received or receivable from participants	2012-12-31	$9,265
Assets. Value of loans (other than to participants)	2012-12-31	$1,439,433
Other income received	2012-12-31	$502,503
Net income (gross income less expenses)	2012-12-31	$517,756
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,373,511
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,855,755
Assets. Value of participant loans	2012-12-31	$44,280
Total contributions received or receivable from employer(s)	2012-12-31	$5,988
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN

2013: GRAY & TROY INSURANCE SERVICES PROFIT SHARING 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	Yes
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GRAY & TROY INSURANCE SERVICES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GRAY & TROY INSURANCE SERVICES
Employer identification number (EIN):	770516573
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages