THE ELIZABETH YOUNGER AGENCY LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE ELIZABETH YOUNGER AGENCY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2015 : THE ELIZABETH YOUNGER AGENCY 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-10-31 | $653 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $188,373 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $188,302 |
| Total plan assets at end of year | 2015-10-31 | $0 |
| Total plan assets at beginning of year | 2015-10-31 | $187,720 |
| Value of fidelity bond covering the plan | 2015-10-31 | $25,000 |
| Total contributions received or receivable from participants | 2015-10-31 | $1,615 |
| Expenses. Other expenses not covered elsewhere | 2015-10-31 | $71 |
| Other income received | 2015-10-31 | $-1,902 |
| Net income (gross income less expenses) | 2015-10-31 | $-187,720 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $187,720 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $940 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-10-31 | $0 |
| 2014 : THE ELIZABETH YOUNGER AGENCY 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $50,812 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $216 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $187,719 |
| Total plan assets at beginning of year | 2014-12-31 | $137,123 |
| Value of fidelity bond covering the plan | 2014-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $28,388 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $216 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $9,756 |
| Net income (gross income less expenses) | 2014-12-31 | $50,596 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $187,719 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $137,123 |
| Assets. Value of participant loans | 2014-12-31 | $9,938 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $12,668 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| 2013 : THE ELIZABETH YOUNGER AGENCY 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $64,271 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $33,634 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $33,418 |
| Total plan assets at end of year | 2013-12-31 | $137,123 |
| Total plan assets at beginning of year | 2013-12-31 | $106,486 |
| Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $28,904 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $216 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $22,638 |
| Net income (gross income less expenses) | 2013-12-31 | $30,637 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $137,123 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $106,486 |
| Assets. Value of participant loans | 2013-12-31 | $3,380 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $12,729 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : THE ELIZABETH YOUNGER AGENCY 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $56,979 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,659 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,410 |
| Total plan assets at end of year | 2012-12-31 | $106,486 |
| Total plan assets at beginning of year | 2012-12-31 | $52,166 |
| Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $31,451 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $249 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $8,925 |
| Net income (gross income less expenses) | 2012-12-31 | $54,320 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $106,486 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $52,166 |
| Assets. Value of participant loans | 2012-12-31 | $2,228 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $16,603 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : THE ELIZABETH YOUNGER AGENCY 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $21,593 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $266 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $52,166 |
| Total plan assets at beginning of year | 2011-12-31 | $30,839 |
| Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $14,731 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $266 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-1,351 |
| Net income (gross income less expenses) | 2011-12-31 | $21,327 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $52,166 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $30,839 |
| Assets. Value of participant loans | 2011-12-31 | $1,345 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $8,213 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| 2010 : THE ELIZABETH YOUNGER AGENCY 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $2,877 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $257 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $30,839 |
| Total plan assets at beginning of year | 2010-12-31 | $28,219 |
| Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $257 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $2,877 |
| Net income (gross income less expenses) | 2010-12-31 | $2,620 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $30,839 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $28,219 |
| Assets. Value of participant loans | 2010-12-31 | $2,158 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| 2015: THE ELIZABETH YOUNGER AGENCY 401(K) 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 | Yes |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 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 |
| 2014: THE ELIZABETH YOUNGER AGENCY 401(K) 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 |
| 2013: THE ELIZABETH YOUNGER AGENCY 401(K) 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 |
| 2012: THE ELIZABETH YOUNGER AGENCY 401(K) 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: THE ELIZABETH YOUNGER AGENCY 401(K) 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: THE ELIZABETH YOUNGER AGENCY 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
