401k Plan data: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN plan

JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN
Plan identification number	002

JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

JOHN F. SUTHERLAND & ASSOC. INS. SVCS., INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN F. SUTHERLAND & ASSOC. INS. SVCS., INC.

Employer identification number (EIN): 953683603

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MICHAEL R. SUTHERLAND 2024-01-23 MICHAEL R. SUTHERLAND 2024-01-23
002 2022-01-01 MICHAEL R. SUTHERLAND 2023-02-13 MICHAEL R. SUTHERLAND 2023-02-13
002 2021-01-01 JOHN F. SUTHERLAND & ASSOC. INS. SV 2022-01-24 JOHN F. SUTHERLAND & ASSOC. INS. SV 2022-01-24
002 2020-01-01 JOHN F. SUTHERLAND & ASSOC. INS. SV 2021-02-08 JOHN F. SUTHERLAND & ASSOC. INS. SV 2021-02-08
002 2019-01-01 JOHN F. SUTHERLAND & ASSOC. INS. SV 2020-01-16 JOHN F. SUTHERLAND & ASSOC. INS. SV 2020-01-16
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-02-01
002 2014-02-01
002 2013-02-01
002 2012-02-01 SMOKEY SUTHERLAND SMOKEY SUTHERLAND 2013-07-27
002 2011-02-01 SMOKEY SUTHERLAND SMOKEY SUTHERLAND 2012-06-18
002 2010-02-01 SMOKEY SUTHERLAND SMOKEY SUTHERLAND 2011-07-02
002 2009-02-01 SMOKEY SUTHERLAND SMOKEY SUTHERLAND 2010-08-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MICHAEL R. SUTHERLAND	2024-01-23	MICHAEL R. SUTHERLAND	2024-01-23
002	2022-01-01	MICHAEL R. SUTHERLAND	2023-02-13	MICHAEL R. SUTHERLAND	2023-02-13
002	2021-01-01	JOHN F. SUTHERLAND & ASSOC. INS. SV	2022-01-24	JOHN F. SUTHERLAND & ASSOC. INS. SV	2022-01-24
002	2020-01-01	JOHN F. SUTHERLAND & ASSOC. INS. SV	2021-02-08	JOHN F. SUTHERLAND & ASSOC. INS. SV	2021-02-08
002	2019-01-01	JOHN F. SUTHERLAND & ASSOC. INS. SV	2020-01-16	JOHN F. SUTHERLAND & ASSOC. INS. SV	2020-01-16
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-02-01
002	2014-02-01
002	2013-02-01
002	2012-02-01	SMOKEY SUTHERLAND		SMOKEY SUTHERLAND	2013-07-27
002	2011-02-01	SMOKEY SUTHERLAND		SMOKEY SUTHERLAND	2012-06-18
002	2010-02-01	SMOKEY SUTHERLAND		SMOKEY SUTHERLAND	2011-07-02
002	2009-02-01	SMOKEY SUTHERLAND		SMOKEY SUTHERLAND	2010-08-13

Plan Statistics for JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN

Measure Date Value
2023: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 5
Total of all active and inactive participants 2023-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 7
Number of participants with account balances 2023-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 9
Number of participants with account balances 2021-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
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 8
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
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 8
Total of all active and inactive participants 2018-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 12
Number of participants with account balances 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 6
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 6
Number of other retired or separated participants entitled to future benefits 2015-02-01 7
Total of all active and inactive participants 2015-02-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 13
Number of participants with account balances 2015-02-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 6
Number of other retired or separated participants entitled to future benefits 2014-02-01 7
Total of all active and inactive participants 2014-02-01 13
Total participants 2014-02-01 13
Number of participants with account balances 2014-02-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 6
Number of other retired or separated participants entitled to future benefits 2013-02-01 7
Total of all active and inactive participants 2013-02-01 13
Total participants 2013-02-01 13
Number of participants with account balances 2013-02-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 6
Number of other retired or separated participants entitled to future benefits 2012-02-01 7
Total of all active and inactive participants 2012-02-01 13
Total participants 2012-02-01 13
Number of participants with account balances 2012-02-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 1
2011: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 8
Number of other retired or separated participants entitled to future benefits 2011-02-01 5
Total of all active and inactive participants 2011-02-01 13
Total participants 2011-02-01 13
Number of participants with account balances 2011-02-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2010: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-02-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 7
Number of other retired or separated participants entitled to future benefits 2010-02-01 6
Total of all active and inactive participants 2010-02-01 13
Total participants 2010-02-01 13
Number of participants with account balances 2010-02-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-02-01 0
2009: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 8
Number of other retired or separated participants entitled to future benefits 2009-02-01 5
Total of all active and inactive participants 2009-02-01 13
Total participants 2009-02-01 13
Number of participants with account balances 2009-02-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2023: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	5
Total of all active and inactive participants	2023-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	7
Number of participants with account balances	2023-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	9
Number of participants with account balances	2021-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
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	8
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
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	8
Total of all active and inactive participants	2018-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	12
Number of participants with account balances	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	6
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	6
Number of other retired or separated participants entitled to future benefits	2015-02-01	7
Total of all active and inactive participants	2015-02-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	13
Number of participants with account balances	2015-02-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	6
Number of other retired or separated participants entitled to future benefits	2014-02-01	7
Total of all active and inactive participants	2014-02-01	13
Total participants	2014-02-01	13
Number of participants with account balances	2014-02-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	6
Number of other retired or separated participants entitled to future benefits	2013-02-01	7
Total of all active and inactive participants	2013-02-01	13
Total participants	2013-02-01	13
Number of participants with account balances	2013-02-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	6
Number of other retired or separated participants entitled to future benefits	2012-02-01	7
Total of all active and inactive participants	2012-02-01	13
Total participants	2012-02-01	13
Number of participants with account balances	2012-02-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	1
2011: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	8
Number of other retired or separated participants entitled to future benefits	2011-02-01	5
Total of all active and inactive participants	2011-02-01	13
Total participants	2011-02-01	13
Number of participants with account balances	2011-02-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2010: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-02-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	7
Number of other retired or separated participants entitled to future benefits	2010-02-01	6
Total of all active and inactive participants	2010-02-01	13
Total participants	2010-02-01	13
Number of participants with account balances	2010-02-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-02-01	0
2009: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	8
Number of other retired or separated participants entitled to future benefits	2009-02-01	5
Total of all active and inactive participants	2009-02-01	13
Total participants	2009-02-01	13
Number of participants with account balances	2009-02-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN

Measure	Date	Value
2024 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2024 401k financial data
Total plan liabilities at beginning of year	2024-01-01	$0
Total income from all sources	2024-01-01	$203,741
Expenses. Total of all expenses incurred	2024-01-01	$0
Total plan assets at end of year	2024-01-01	$1,144,905
Total plan assets at beginning of year	2024-01-01	$941,164
Other income received	2024-01-01	$203,741
Noncash contributions received	2024-01-01	$0
Net income (gross income less expenses)	2024-01-01	$203,741
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$1,144,905
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$941,164
Value of certain deemed distributions of participant loans	2024-01-01	$0
2023 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total income from all sources	2023-12-31	$177,760
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$941,164
Total plan assets at beginning of year	2023-12-31	$763,404
Other income received	2023-12-31	$177,760
Net income (gross income less expenses)	2023-12-31	$177,760
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$941,164
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$763,404
Value of certain deemed distributions of participant loans	2023-12-31	$0
2022 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-610,330
Expenses. Total of all expenses incurred	2022-12-31	$2,044,921
Benefits paid (including direct rollovers)	2022-12-31	$2,044,921
Total plan assets at end of year	2022-12-31	$763,404
Total plan assets at beginning of year	2022-12-31	$3,418,655
Other income received	2022-12-31	$-610,330
Net income (gross income less expenses)	2022-12-31	$-2,655,251
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$763,404
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,418,655
2021 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$585,084
Expenses. Total of all expenses incurred	2021-12-31	$581,066
Benefits paid (including direct rollovers)	2021-12-31	$581,066
Total plan assets at end of year	2021-12-31	$3,418,655
Total plan assets at beginning of year	2021-12-31	$3,414,637
Other income received	2021-12-31	$585,084
Net income (gross income less expenses)	2021-12-31	$4,018
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,418,655
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,414,637
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$112,440
Expenses. Total of all expenses incurred	2020-12-31	$6,482,148
Benefits paid (including direct rollovers)	2020-12-31	$6,482,148
Total plan assets at end of year	2020-12-31	$3,414,637
Total plan assets at beginning of year	2020-12-31	$9,784,345
Other income received	2020-12-31	$112,440
Net income (gross income less expenses)	2020-12-31	$-6,369,708
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,414,637
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,784,345
Total contributions received or receivable from employer(s)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,924,175
Expenses. Total of all expenses incurred	2019-12-31	$279,519
Benefits paid (including direct rollovers)	2019-12-31	$279,519
Total plan assets at end of year	2019-12-31	$9,784,345
Total plan assets at beginning of year	2019-12-31	$8,139,689
Other income received	2019-12-31	$1,907,246
Net income (gross income less expenses)	2019-12-31	$1,644,656
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,784,345
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$8,139,689
Total contributions received or receivable from employer(s)	2019-12-31	$16,929
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-116,034
Expenses. Total of all expenses incurred	2018-12-31	$276,052
Benefits paid (including direct rollovers)	2018-12-31	$276,052
Total plan assets at end of year	2018-12-31	$8,139,689
Total plan assets at beginning of year	2018-12-31	$8,531,775
Value of fidelity bond covering the plan	2018-12-31	$300,000
Other income received	2018-12-31	$-132,981
Net income (gross income less expenses)	2018-12-31	$-392,086
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$8,139,689
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$8,531,775
Total contributions received or receivable from employer(s)	2018-12-31	$16,947
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$946,838
Expenses. Total of all expenses incurred	2017-12-31	$256,777
Benefits paid (including direct rollovers)	2017-12-31	$256,777
Total plan assets at end of year	2017-12-31	$8,531,775
Total plan assets at beginning of year	2017-12-31	$7,841,714
Value of fidelity bond covering the plan	2017-12-31	$300,000
Other income received	2017-12-31	$912,945
Net income (gross income less expenses)	2017-12-31	$690,061
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$8,531,775
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$7,841,714
Total contributions received or receivable from employer(s)	2017-12-31	$33,893
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$422,996
Expenses. Total of all expenses incurred	2016-12-31	$290,682
Benefits paid (including direct rollovers)	2016-12-31	$290,682
Total plan assets at end of year	2016-12-31	$7,841,714
Total plan assets at beginning of year	2016-12-31	$7,709,400
Value of fidelity bond covering the plan	2016-12-31	$300,000
Other income received	2016-12-31	$376,357
Net income (gross income less expenses)	2016-12-31	$132,314
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,841,714
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,709,400
Total contributions received or receivable from employer(s)	2016-12-31	$46,639
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$558,164
Expenses. Total of all expenses incurred	2015-12-31	$230,726
Benefits paid (including direct rollovers)	2015-12-31	$230,726
Total plan assets at end of year	2015-12-31	$7,709,400
Total plan assets at beginning of year	2015-12-31	$7,381,962
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$518,011
Net income (gross income less expenses)	2015-12-31	$327,438
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,709,400
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,381,962
Assets. Value of participant loans	2015-12-31	$1,875
Total contributions received or receivable from employer(s)	2015-12-31	$40,153
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Transfers to/from the plan	2015-01-31	$0
Total income from all sources	2015-01-31	$911,365
Expenses. Total of all expenses incurred	2015-01-31	$204,165
Benefits paid (including direct rollovers)	2015-01-31	$204,165
Total plan assets at end of year	2015-01-31	$7,381,962
Total plan assets at beginning of year	2015-01-31	$6,674,762
Value of fidelity bond covering the plan	2015-01-31	$300,000
Other income received	2015-01-31	$865,752
Net income (gross income less expenses)	2015-01-31	$707,200
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$7,381,962
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$6,674,762
Assets. Value of participant loans	2015-01-31	$6,217
Total contributions received or receivable from employer(s)	2015-01-31	$45,613
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-01-31	$0
2014 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-01-31	$0
Total income from all sources	2014-01-31	$1,211,488
Expenses. Total of all expenses incurred	2014-01-31	$168,745
Benefits paid (including direct rollovers)	2014-01-31	$168,745
Total plan assets at end of year	2014-01-31	$6,674,762
Total plan assets at beginning of year	2014-01-31	$5,632,019
Value of fidelity bond covering the plan	2014-01-31	$300,000
Other income received	2014-01-31	$1,165,514
Net income (gross income less expenses)	2014-01-31	$1,042,743
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$6,674,762
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$5,632,019
Assets. Value of participant loans	2014-01-31	$10,835
Total contributions received or receivable from employer(s)	2014-01-31	$45,974
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-01-31	$0
Total income from all sources	2013-01-31	$677,236
Expenses. Total of all expenses incurred	2013-01-31	$81,867
Benefits paid (including direct rollovers)	2013-01-31	$80,329
Total plan assets at end of year	2013-01-31	$5,632,019
Total plan assets at beginning of year	2013-01-31	$5,036,650
Value of fidelity bond covering the plan	2013-01-31	$300,000
Expenses. Other expenses not covered elsewhere	2013-01-31	$1,538
Other income received	2013-01-31	$637,135
Net income (gross income less expenses)	2013-01-31	$595,369
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$5,632,019
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$5,036,650
Assets. Value of participant loans	2013-01-31	$15,023
Total contributions received or receivable from employer(s)	2013-01-31	$40,101
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
2012 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-01-31	$0
Total income from all sources	2012-01-31	$561,247
Expenses. Total of all expenses incurred	2012-01-31	$19,678
Total plan assets at end of year	2012-01-31	$5,036,650
Total plan assets at beginning of year	2012-01-31	$4,495,081
Value of fidelity bond covering the plan	2012-01-31	$300,000
Expenses. Other expenses not covered elsewhere	2012-01-31	$19,678
Other income received	2012-01-31	$510,851
Net income (gross income less expenses)	2012-01-31	$541,569
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$5,036,650
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$4,495,081
Assets. Value of participant loans	2012-01-31	$18,173
Total contributions received or receivable from employer(s)	2012-01-31	$50,396
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
2011 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-01-31	$0
Total income from all sources	2011-01-31	$757,537
Expenses. Total of all expenses incurred	2011-01-31	$35,400
Benefits paid (including direct rollovers)	2011-01-31	$23,620
Total plan assets at end of year	2011-01-31	$4,495,081
Total plan assets at beginning of year	2011-01-31	$3,772,944
Value of fidelity bond covering the plan	2011-01-31	$300,000
Expenses. Other expenses not covered elsewhere	2011-01-31	$11,780
Other income received	2011-01-31	$695,215
Net income (gross income less expenses)	2011-01-31	$722,137
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$4,495,081
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$3,772,944
Total contributions received or receivable from employer(s)	2011-01-31	$62,322
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
2010 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN

2023: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING 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	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Submission has been amended	No
2015-02-01	This submission is the final filing	No
2015-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-02-01	Plan is a collectively bargained plan	No
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2010: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Submission has been amended	No
2010-02-01	This submission is the final filing	No
2010-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-02-01	Plan is a collectively bargained plan	No
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN F. SUTHERLAND & ASSOC. INS. SVCS., INC.
Employer identification number (EIN):	953683603
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages