WESTGUARD INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GUARD INSURANCE GROUP EMPLOYEES' PROFIT SHARING/ 401K PLAN
| Measure | Date | Value |
|---|
| 2023 : GUARD INSURANCE GROUP EMPLOYEES' PROFIT SHARING/ 401K PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets from this plan | 2023-12-31 | $175,704 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $22,319,209 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $6,016,906 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $5,924,107 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $8,904,429 |
| Value of total assets at end of year | 2023-12-31 | $97,997,468 |
| Value of total assets at beginning of year | 2023-12-31 | $81,870,869 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $92,799 |
| Total interest from all sources | 2023-12-31 | $102,662 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $2,782,179 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $2,782,179 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $4,448,897 |
| Participant contributions at end of year | 2023-12-31 | $1,627,161 |
| Participant contributions at beginning of year | 2023-12-31 | $1,462,128 |
| Participant contributions at end of year | 2023-12-31 | $159,614 |
| Participant contributions at beginning of year | 2023-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $1,647,781 |
| Administrative expenses (other) incurred | 2023-12-31 | $26,310 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $16,302,303 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $97,997,468 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $81,870,869 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $63,654 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $85,555,484 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $66,572,394 |
| Interest on participant loans | 2023-12-31 | $102,662 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $10,555,065 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $11,570,542 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $10,282,525 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $247,414 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $2,807,751 |
| Employer contributions (assets) at end of year | 2023-12-31 | $100,144 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $2,265,805 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $5,924,107 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | KRONICK KALADA BERDY AND CO |
| Accountancy firm EIN | 2023-12-31 | 232667890 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets from this plan | 2023-01-01 | $175,704 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $22,319,209 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $6,016,906 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $5,924,107 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $8,904,429 |
| Value of total assets at end of year | 2023-01-01 | $97,997,468 |
| Value of total assets at beginning of year | 2023-01-01 | $81,870,869 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $92,799 |
| Total interest from all sources | 2023-01-01 | $102,662 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $2,782,179 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $2,782,179 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $4,448,897 |
| Participant contributions at end of year | 2023-01-01 | $1,627,161 |
| Participant contributions at beginning of year | 2023-01-01 | $1,462,128 |
| Participant contributions at end of year | 2023-01-01 | $159,614 |
| Participant contributions at beginning of year | 2023-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $1,647,781 |
| Administrative expenses (other) incurred | 2023-01-01 | $26,310 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $16,302,303 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $97,997,468 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $81,870,869 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $63,654 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $85,555,484 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $66,572,394 |
| Interest on participant loans | 2023-01-01 | $102,662 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $10,555,065 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $11,570,542 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $10,282,525 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $247,414 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $2,807,751 |
| Employer contributions (assets) at end of year | 2023-01-01 | $100,144 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $2,265,805 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $5,924,107 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | KRONICK KALADA BERDY AND CO |
| Accountancy firm EIN | 2023-01-01 | 232667890 |
| 2022 : GUARD INSURANCE GROUP EMPLOYEES' PROFIT SHARING/ 401K PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 2022-12-31 | $4,934,261 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-7,447,459 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $6,735,783 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,653,813 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $9,304,861 |
| Value of total assets at end of year | 2022-12-31 | $81,870,869 |
| Value of total assets at beginning of year | 2022-12-31 | $100,988,372 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $81,970 |
| Total interest from all sources | 2022-12-31 | $78,379 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $4,442,524 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $4,442,524 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $3,925,775 |
| Participant contributions at end of year | 2022-12-31 | $1,462,128 |
| Participant contributions at beginning of year | 2022-12-31 | $1,320,764 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $512,262 |
| Administrative expenses (other) incurred | 2022-12-31 | $20,170 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-14,183,242 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $81,870,869 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $100,988,372 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $61,800 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $66,572,394 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $85,775,141 |
| Interest on participant loans | 2022-12-31 | $78,379 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $11,570,542 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $12,944,178 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-21,486,423 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $213,200 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $4,866,824 |
| Employer contributions (assets) at end of year | 2022-12-31 | $2,265,805 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $948,289 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,653,813 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | KRONICK KALADA BERDY AND CO |
| Accountancy firm EIN | 2022-12-31 | 232667890 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $4,934,261 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-7,447,459 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $6,735,783 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $6,653,813 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $9,304,861 |
| Value of total assets at end of year | 2022-01-01 | $81,870,869 |
| Value of total assets at beginning of year | 2022-01-01 | $100,988,372 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $81,970 |
| Total interest from all sources | 2022-01-01 | $78,379 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $4,442,524 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $4,442,524 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $3,925,775 |
| Participant contributions at end of year | 2022-01-01 | $1,462,128 |
| Participant contributions at beginning of year | 2022-01-01 | $1,320,764 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $512,262 |
| Administrative expenses (other) incurred | 2022-01-01 | $20,170 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-14,183,242 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $81,870,869 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $100,988,372 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $61,800 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $66,572,394 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $85,775,141 |
| Interest on participant loans | 2022-01-01 | $78,379 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $11,570,542 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $12,944,178 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-21,486,423 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $213,200 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $4,866,824 |
| Employer contributions (assets) at end of year | 2022-01-01 | $2,265,805 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $948,289 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $6,653,813 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | KRONICK KALADA BERDY AND CO |
| Accountancy firm EIN | 2022-01-01 | 232667890 |
| 2021 : GUARD INSURANCE GROUP EMPLOYEES' PROFIT SHARING/ 401K PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $20,534,979 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $8,189,373 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $8,113,563 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,379,848 |
| Value of total assets at end of year | 2021-12-31 | $100,988,372 |
| Value of total assets at beginning of year | 2021-12-31 | $88,642,766 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $75,810 |
| Total interest from all sources | 2021-12-31 | $73,280 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $6,091,923 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $6,091,923 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $3,982,930 |
| Participant contributions at end of year | 2021-12-31 | $1,320,764 |
| Participant contributions at beginning of year | 2021-12-31 | $1,224,894 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,010,633 |
| Administrative expenses (other) incurred | 2021-12-31 | $17,310 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $12,345,606 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $100,988,372 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $88,642,766 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $58,500 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $85,775,141 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $70,088,629 |
| Interest on participant loans | 2021-12-31 | $73,280 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $12,944,178 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $16,139,767 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,752,588 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $237,340 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $3,386,285 |
| Employer contributions (assets) at end of year | 2021-12-31 | $948,289 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $1,189,476 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $8,113,563 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | KRONICK KALADA BERDY AND CO |
| Accountancy firm EIN | 2021-12-31 | 232667890 |
| 2020 : GUARD INSURANCE GROUP EMPLOYEES' PROFIT SHARING/ 401K PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $20,500,267 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $5,091,443 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,034,863 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $8,848,727 |
| Value of total assets at end of year | 2020-12-31 | $88,642,766 |
| Value of total assets at beginning of year | 2020-12-31 | $73,233,942 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $56,580 |
| Total interest from all sources | 2020-12-31 | $76,918 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,537,048 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,537,048 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $3,715,882 |
| Participant contributions at end of year | 2020-12-31 | $1,224,894 |
| Participant contributions at beginning of year | 2020-12-31 | $1,071,666 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,652,484 |
| Administrative expenses (other) incurred | 2020-12-31 | $11,580 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $15,408,824 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $88,642,766 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $73,233,942 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $45,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $70,088,629 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $55,684,196 |
| Interest on participant loans | 2020-12-31 | $76,918 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $16,139,767 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $14,283,307 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $8,723,533 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $314,041 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $3,480,361 |
| Employer contributions (assets) at end of year | 2020-12-31 | $1,189,476 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $2,194,773 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,034,863 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | KRONICK KALADA BERDY AND CO |
| Accountancy firm EIN | 2020-12-31 | 232667890 |
| 2019 : GUARD INSURANCE GROUP EMPLOYEES' PROFIT SHARING/ 401K PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $20,054,334 |
| Total income from all sources (including contributions) | 2019-12-31 | $20,054,334 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $5,657,711 |
| Total of all expenses incurred | 2019-12-31 | $5,657,711 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,598,047 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,598,047 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,639,654 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,639,654 |
| Value of total assets at end of year | 2019-12-31 | $73,233,942 |
| Value of total assets at end of year | 2019-12-31 | $73,233,942 |
| Value of total assets at beginning of year | 2019-12-31 | $58,837,319 |
| Value of total assets at beginning of year | 2019-12-31 | $58,837,319 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $59,664 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $59,664 |
| Total interest from all sources | 2019-12-31 | $69,113 |
| Total interest from all sources | 2019-12-31 | $69,113 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,994,281 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,994,281 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,994,281 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,994,281 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $3,024,064 |
| Contributions received from participants | 2019-12-31 | $3,024,064 |
| Participant contributions at end of year | 2019-12-31 | $1,071,666 |
| Participant contributions at end of year | 2019-12-31 | $1,071,666 |
| Participant contributions at beginning of year | 2019-12-31 | $996,570 |
| Participant contributions at beginning of year | 2019-12-31 | $996,570 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $605,162 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $605,162 |
| Administrative expenses (other) incurred | 2019-12-31 | $14,664 |
| Administrative expenses (other) incurred | 2019-12-31 | $14,664 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $14,396,623 |
| Value of net income/loss | 2019-12-31 | $14,396,623 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $73,233,942 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $73,233,942 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $58,837,319 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $58,837,319 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $45,000 |
| Investment advisory and management fees | 2019-12-31 | $45,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $55,684,196 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $55,684,196 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,823,172 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,823,172 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $36,453,591 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $36,453,591 |
| Interest on participant loans | 2019-12-31 | $69,113 |
| Interest on participant loans | 2019-12-31 | $69,113 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $14,283,307 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $14,283,307 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $14,680,067 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $14,680,067 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $10,193,730 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $10,193,730 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $31,141 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $31,141 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $126,415 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $126,415 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $4,010,428 |
| Contributions received in cash from employer | 2019-12-31 | $4,010,428 |
| Employer contributions (assets) at end of year | 2019-12-31 | $2,194,773 |
| Employer contributions (assets) at end of year | 2019-12-31 | $2,194,773 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $1,883,919 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $1,883,919 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,598,047 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,598,047 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | KRONICK KALADA BERDY AND CO |
| Accountancy firm name | 2019-12-31 | KRONICK KALADA BERDY AND CO |
| Accountancy firm EIN | 2019-12-31 | 232667890 |
| Accountancy firm EIN | 2019-12-31 | 232667890 |
| 2018 : GUARD INSURANCE GROUP EMPLOYEES' PROFIT SHARING/ 401K PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $3,989,234 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $2,169,699 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,102,650 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $12,641 |
| Value of total corrective distributions | 2018-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,187,507 |
| Value of total assets at end of year | 2018-12-31 | $58,837,319 |
| Value of total assets at beginning of year | 2018-12-31 | $57,017,784 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $54,408 |
| Total interest from all sources | 2018-12-31 | $525,807 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $515,743 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $515,743 |
| Administrative expenses professional fees incurred | 2018-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $2,534,153 |
| Participant contributions at end of year | 2018-12-31 | $996,570 |
| Participant contributions at beginning of year | 2018-12-31 | $833,529 |
| Participant contributions at beginning of year | 2018-12-31 | $72,770 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $245,994 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
| Other income not declared elsewhere | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $30 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $1,819,535 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $58,837,319 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $57,017,784 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $45,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,823,172 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,517,721 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $36,453,591 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $36,391,597 |
| Interest on participant loans | 2018-12-31 | $51,285 |
| Interest earned on other investments | 2018-12-31 | $474,522 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $14,680,067 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $12,500,737 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,119,638 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-2,120,185 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
| Contributions received in cash from employer | 2018-12-31 | $3,407,360 |
| Employer contributions (assets) at end of year | 2018-12-31 | $1,883,919 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $1,701,430 |
| Income. Dividends from common stock | 2018-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,102,650 |
| Contract administrator fees | 2018-12-31 | $9,378 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | KRONICK KALADA BERDY AND CO |
| Accountancy firm EIN | 2018-12-31 | 232667890 |
| 2017 : GUARD INSURANCE GROUP EMPLOYEES' PROFIT SHARING/ 401K PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $12,993,725 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $3,892,470 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,842,740 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of total corrective distributions | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,459,458 |
| Value of total assets at end of year | 2017-12-31 | $57,017,784 |
| Value of total assets at beginning of year | 2017-12-31 | $47,916,529 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $49,730 |
| Total interest from all sources | 2017-12-31 | $439,496 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $414,791 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $414,791 |
| Administrative expenses professional fees incurred | 2017-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $2,272,500 |
| Participant contributions at end of year | 2017-12-31 | $833,529 |
| Participant contributions at beginning of year | 2017-12-31 | $880,579 |
| Participant contributions at end of year | 2017-12-31 | $72,770 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $214,777 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
| Other income not declared elsewhere | 2017-12-31 | $262,984 |
| Administrative expenses (other) incurred | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $9,101,255 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $57,017,784 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $47,916,529 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $45,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,517,721 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,700,785 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $36,391,597 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $28,886,184 |
| Interest on participant loans | 2017-12-31 | $44,983 |
| Interest earned on other investments | 2017-12-31 | $394,513 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $12,500,737 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $11,107,554 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $135,314 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $6,281,682 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
| Contributions received in cash from employer | 2017-12-31 | $2,972,181 |
| Employer contributions (assets) at end of year | 2017-12-31 | $1,701,430 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $1,341,427 |
| Income. Dividends from common stock | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,842,740 |
| Contract administrator fees | 2017-12-31 | $4,730 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | KRONICK KALADA BERDY & CO |
| Accountancy firm EIN | 2017-12-31 | 232667890 |
| 2016 : GUARD INSURANCE GROUP EMPLOYEES' PROFIT SHARING/ 401K PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $7,165,216 |
| Total loss/gain on sale of assets | 2016-12-31 | $-118,359 |
| Total of all expenses incurred | 2016-12-31 | $809,133 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $759,993 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of total corrective distributions | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,355,084 |
| Value of total assets at end of year | 2016-12-31 | $47,916,529 |
| Value of total assets at beginning of year | 2016-12-31 | $41,560,446 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $49,140 |
| Total interest from all sources | 2016-12-31 | $406,782 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $169,174 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $169,174 |
| Administrative expenses professional fees incurred | 2016-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $1,897,938 |
| Participant contributions at end of year | 2016-12-31 | $880,579 |
| Participant contributions at beginning of year | 2016-12-31 | $651,444 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $68,251 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
| Other income not declared elsewhere | 2016-12-31 | $4,956 |
| Administrative expenses (other) incurred | 2016-12-31 | $30 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $6,356,083 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $47,916,529 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $41,560,446 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $45,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,700,785 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,954,136 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $28,886,184 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $25,065,458 |
| Interest on participant loans | 2016-12-31 | $41,436 |
| Interest earned on other investments | 2016-12-31 | $365,346 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $11,107,554 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $9,866,899 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,347,579 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
| Contributions received in cash from employer | 2016-12-31 | $2,388,895 |
| Employer contributions (assets) at end of year | 2016-12-31 | $1,341,427 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $1,022,509 |
| Income. Dividends from common stock | 2016-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $759,993 |
| Contract administrator fees | 2016-12-31 | $4,110 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $517,412 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $635,771 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | KRONICK KALADA BERDY & CO |
| Accountancy firm EIN | 2016-12-31 | 232667890 |
