ALLEN AGENCY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2022: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 87 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 11 |
| Total of all active and inactive participants | 2022-01-01 | 109 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 109 |
| Number of participants with account balances | 2022-01-01 | 109 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
| 2021: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 90 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
| Total of all active and inactive participants | 2021-01-01 | 89 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 89 |
| Number of participants with account balances | 2021-01-01 | 89 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
| 2020: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
| Total of all active and inactive participants | 2020-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 87 |
| Number of participants with account balances | 2020-01-01 | 87 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
| Total of all active and inactive participants | 2019-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 84 |
| Number of participants with account balances | 2019-01-01 | 84 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
| Total of all active and inactive participants | 2018-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 85 |
| Number of participants with account balances | 2018-01-01 | 85 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 69 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 10 |
| Total of all active and inactive participants | 2017-01-01 | 82 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 82 |
| Number of participants with account balances | 2017-01-01 | 82 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 68 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
| Total of all active and inactive participants | 2016-01-01 | 81 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 81 |
| Number of participants with account balances | 2016-01-01 | 81 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 69 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
| Total of all active and inactive participants | 2015-01-01 | 89 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 3 |
| Total participants | 2015-01-01 | 92 |
| Number of participants with account balances | 2015-01-01 | 92 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 64 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11 |
| Total of all active and inactive participants | 2014-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 87 |
| Number of participants with account balances | 2014-01-01 | 87 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
| 2013: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 90 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 66 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
| Total of all active and inactive participants | 2013-01-01 | 86 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 87 |
| Number of participants with account balances | 2013-01-01 | 87 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
| 2012: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 67 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
| Total of all active and inactive participants | 2012-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 85 |
| Number of participants with account balances | 2012-01-01 | 85 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
| 2011: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 64 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 13 |
| Total of all active and inactive participants | 2011-01-01 | 86 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 86 |
| Number of participants with account balances | 2011-01-01 | 86 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| 2010: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 9 |
| Total of all active and inactive participants | 2010-01-01 | 80 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 80 |
| Number of participants with account balances | 2010-01-01 | 80 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
| 2009: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 55 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 13 |
| Total of all active and inactive participants | 2009-01-01 | 77 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 77 |
| Number of participants with account balances | 2009-01-01 | 77 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2022 : ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $6,730,758 |
| Total plan liabilities at beginning of year | 2022-12-31 | $7,135,690 |
| Total income from all sources | 2022-12-31 | $2,911,279 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $359,613 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $198,346 |
| Total plan assets at end of year | 2022-12-31 | $14,161,364 |
| Total plan assets at beginning of year | 2022-12-31 | $12,014,630 |
| Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $161,267 |
| Other income received | 2022-12-31 | $2,146,081 |
| Net income (gross income less expenses) | 2022-12-31 | $2,551,666 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,430,606 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,878,940 |
| Assets. Value of employer securities | 2022-12-31 | $14,159,923 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $765,198 |
| 2021 : ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $7,135,690 |
| Total plan liabilities at beginning of year | 2021-12-31 | $7,531,672 |
| Total income from all sources | 2021-12-31 | $1,488,251 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $320,016 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $149,800 |
| Total plan assets at end of year | 2021-12-31 | $12,014,630 |
| Total plan assets at beginning of year | 2021-12-31 | $11,242,377 |
| Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $170,216 |
| Other income received | 2021-12-31 | $771,467 |
| Net income (gross income less expenses) | 2021-12-31 | $1,168,235 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,878,940 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,710,705 |
| Assets. Value of employer securities | 2021-12-31 | $12,013,843 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $716,784 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $7,531,672 |
| Total plan liabilities at beginning of year | 2020-12-31 | $7,918,903 |
| Total income from all sources | 2020-12-31 | $1,738,869 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $334,704 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $155,737 |
| Total plan assets at end of year | 2020-12-31 | $11,242,377 |
| Total plan assets at beginning of year | 2020-12-31 | $10,225,443 |
| Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $178,967 |
| Other income received | 2020-12-31 | $1,016,934 |
| Net income (gross income less expenses) | 2020-12-31 | $1,404,165 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,710,705 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,306,540 |
| Assets. Value of employer securities | 2020-12-31 | $11,242,376 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $721,935 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $7,918,903 |
| Total plan liabilities at beginning of year | 2019-12-31 | $8,297,576 |
| Total income from all sources | 2019-12-31 | $1,420,386 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $306,384 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $118,859 |
| Total plan assets at end of year | 2019-12-31 | $10,225,443 |
| Total plan assets at beginning of year | 2019-12-31 | $9,490,114 |
| Value of fidelity bond covering the plan | 2019-12-31 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $187,525 |
| Other income received | 2019-12-31 | $736,455 |
| Net income (gross income less expenses) | 2019-12-31 | $1,114,002 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,306,540 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,192,538 |
| Assets. Value of employer securities | 2019-12-31 | $10,225,442 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $683,931 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $8,297,576 |
| Total plan liabilities at beginning of year | 2018-12-31 | $8,667,934 |
| Total income from all sources | 2018-12-31 | $1,945,384 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $290,568 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $94,674 |
| Total plan assets at end of year | 2018-12-31 | $9,490,114 |
| Total plan assets at beginning of year | 2018-12-31 | $8,205,656 |
| Value of fidelity bond covering the plan | 2018-12-31 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $195,894 |
| Other income received | 2018-12-31 | $1,283,388 |
| Net income (gross income less expenses) | 2018-12-31 | $1,654,816 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,192,538 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-462,278 |
| Assets. Value of employer securities | 2018-12-31 | $9,489,042 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $661,996 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $8,667,934 |
| Total plan liabilities at beginning of year | 2017-12-31 | $9,055,055 |
| Total income from all sources | 2017-12-31 | $1,252,736 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $224,662 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $20,584 |
| Total plan assets at end of year | 2017-12-31 | $8,205,656 |
| Total plan assets at beginning of year | 2017-12-31 | $7,564,703 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $204,078 |
| Other income received | 2017-12-31 | $666,267 |
| Net income (gross income less expenses) | 2017-12-31 | $1,028,074 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $-462,278 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-1,490,352 |
| Assets. Value of employer securities | 2017-12-31 | $8,205,602 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $586,469 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $9,055,055 |
| Total income from all sources | 2016-12-31 | $-5,252,714 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,384,561 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,384,480 |
| Total plan assets at end of year | 2016-12-31 | $7,564,703 |
| Total plan assets at beginning of year | 2016-12-31 | $6,146,923 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $81 |
| Other income received | 2016-12-31 | $-5,959,714 |
| Net income (gross income less expenses) | 2016-12-31 | $-7,637,275 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $-1,490,352 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,146,923 |
| Assets. Value of employer securities | 2016-12-31 | $7,539,335 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $707,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $317,369 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $372,491 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $372,452 |
| Total plan assets at end of year | 2015-12-31 | $6,146,923 |
| Total plan assets at beginning of year | 2015-12-31 | $6,202,045 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $39 |
| Other income received | 2015-12-31 | $17,369 |
| Net income (gross income less expenses) | 2015-12-31 | $-55,122 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,146,923 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,202,045 |
| Assets. Value of employer securities | 2015-12-31 | $4,470,389 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $300,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $936,484 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $308,865 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $308,723 |
| Total plan assets at end of year | 2014-12-31 | $6,202,045 |
| Total plan assets at beginning of year | 2014-12-31 | $5,574,426 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $142 |
| Other income received | 2014-12-31 | $236,484 |
| Net income (gross income less expenses) | 2014-12-31 | $627,619 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,202,045 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,574,426 |
| Assets. Value of employer securities | 2014-12-31 | $4,454,578 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $700,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $836,718 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $157,503 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $157,503 |
| Total plan assets at end of year | 2013-12-31 | $5,574,426 |
| Total plan assets at beginning of year | 2013-12-31 | $4,895,211 |
| Value of fidelity bond covering the plan | 2013-12-31 | $900,000 |
| Other income received | 2013-12-31 | $386,718 |
| Net income (gross income less expenses) | 2013-12-31 | $679,215 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,574,426 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,895,211 |
| Assets. Value of employer securities | 2013-12-31 | $900,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $450,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $461,839 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $255,103 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $255,103 |
| Total plan assets at end of year | 2012-12-31 | $4,895,211 |
| Total plan assets at beginning of year | 2012-12-31 | $4,688,475 |
| Value of fidelity bond covering the plan | 2012-12-31 | $900,000 |
| Other income received | 2012-12-31 | $161,839 |
| Net income (gross income less expenses) | 2012-12-31 | $206,736 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,895,211 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,688,475 |
| Assets. Value of employer securities | 2012-12-31 | $3,833,957 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $300,000 |
| 2011 : ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $815,878 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $223,991 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $222,741 |
| Total plan assets at end of year | 2011-12-31 | $4,688,475 |
| Total plan assets at beginning of year | 2011-12-31 | $4,096,588 |
| Value of fidelity bond covering the plan | 2011-12-31 | $750,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,250 |
| Other income received | 2011-12-31 | $515,878 |
| Net income (gross income less expenses) | 2011-12-31 | $591,887 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,688,475 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,096,588 |
| Assets. Value of employer securities | 2011-12-31 | $3,674,244 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $300,000 |
| 2010 : ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $258,540 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $231,873 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $231,825 |
| Total plan assets at end of year | 2010-12-31 | $4,096,588 |
| Total plan assets at beginning of year | 2010-12-31 | $4,069,921 |
| Value of fidelity bond covering the plan | 2010-12-31 | $650,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $48 |
| Other income received | 2010-12-31 | $58,540 |
| Net income (gross income less expenses) | 2010-12-31 | $26,667 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,096,588 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,069,921 |
| Assets. Value of employer securities | 2010-12-31 | $3,162,189 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $200,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2022: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP 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: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP 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: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP 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: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP 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: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP 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: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP 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: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP 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: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP 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 | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP 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 – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP 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 – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP 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 |
| 2011: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
