JOHN F. SUTHERLAND & ASSOC. INS. SVCS., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
|---|
| 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 |
|---|
| 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 |
| 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 |
