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Plan Name | ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ROY H. REEVE AGENCY, INC. |
Employer identification number (EIN): | 112344847 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about ROY H. REEVE AGENCY, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1974-11-29 |
Company Identification Number: | 357008 |
Legal Registered Office Address: |
13400 MAIN RD Suffolk MATTITUCK United States of America (USA) 11952 |
More information about ROY H. REEVE AGENCY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | JON E. SHEARIN | |||
002 | 2016-01-01 | JON E. SHEARIN | |||
002 | 2016-01-01 | JON E. SHEARIN | |||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | JON E. SHEARIN | |||
002 | 2015-01-01 | JON E. SHEARIN | |||
002 | 2014-01-01 | JON E. SHEARIN | |||
002 | 2014-01-01 | JON E. SHEARIN | |||
002 | 2013-01-01 | JON E. SHEARIN | |||
002 | 2012-01-01 | JON E. SHEARIN | |||
002 | 2011-01-01 | JON E. SHEARIN | |||
002 | 2009-01-01 | JON E. SHEARIN | |||
002 | 2009-01-01 | JON E. SHEARIN | |||
002 | 2008-01-01 | JON E. SHEARIN | |||
002 | 2007-01-01 | JON E. SHEARIN |
Measure | Date | Value |
---|---|---|
2022: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
Total of all active and inactive participants | 2021-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 35 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9 |
Total of all active and inactive participants | 2020-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 47 |
Number of participants with account balances | 2020-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 32 |
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 | 8 |
Total of all active and inactive participants | 2019-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 45 |
Number of participants with account balances | 2019-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 15 |
Total of all active and inactive participants | 2018-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 57 |
Number of participants with account balances | 2018-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 16 |
Total of all active and inactive participants | 2017-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 63 |
Number of participants with account balances | 2017-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 18 |
Total of all active and inactive participants | 2016-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 61 |
Number of participants with account balances | 2016-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 18 |
Total of all active and inactive participants | 2015-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 49 |
Number of participants with account balances | 2015-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 16 |
Total of all active and inactive participants | 2014-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 47 |
Number of participants with account balances | 2014-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 18 |
Total of all active and inactive participants | 2013-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 45 |
Number of participants with account balances | 2013-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 17 |
Total of all active and inactive participants | 2012-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 45 |
Number of participants with account balances | 2012-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 18 |
Total of all active and inactive participants | 2011-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 44 |
Number of participants with account balances | 2011-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 21 |
Total of all active and inactive participants | 2009-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 43 |
Number of participants with account balances | 2009-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
2008: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 20 |
Total of all active and inactive participants | 2008-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 42 |
Number of participants with account balances | 2008-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
2007: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 401k membership | ||
Total participants, beginning-of-year | 2007-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2007-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 19 |
Total of all active and inactive participants | 2007-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
Total participants | 2007-01-01 | 41 |
Number of participants with account balances | 2007-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-12-23 | $0 |
Total plan liabilities at beginning of year | 2022-12-23 | $2,291 |
Total income from all sources | 2022-12-23 | $0 |
Expenses. Total of all expenses incurred | 2022-12-23 | $2,018,910 |
Benefits paid (including direct rollovers) | 2022-12-23 | $2,017,435 |
Total plan assets at end of year | 2022-12-23 | $0 |
Total plan assets at beginning of year | 2022-12-23 | $2,021,201 |
Value of fidelity bond covering the plan | 2022-12-23 | $600,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-23 | $1,475 |
Net income (gross income less expenses) | 2022-12-23 | $-2,018,910 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-23 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-23 | $2,018,910 |
2021 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Total plan liabilities at end of year | 2021-12-31 | $2,291 |
Total plan liabilities at beginning of year | 2021-12-31 | $2,028 |
Total income from all sources | 2021-12-31 | $4,014 |
Expenses. Total of all expenses incurred | 2021-12-31 | $58,694 |
Benefits paid (including direct rollovers) | 2021-12-31 | $58,153 |
Total plan assets at end of year | 2021-12-31 | $2,021,201 |
Total plan assets at beginning of year | 2021-12-31 | $2,075,618 |
Value of fidelity bond covering the plan | 2021-12-31 | $600,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $541 |
Other income received | 2021-12-31 | $4,014 |
Net income (gross income less expenses) | 2021-12-31 | $-54,680 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,018,910 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,073,590 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-12-31 | $2,028 |
Total plan liabilities at beginning of year | 2020-12-31 | $2,028 |
Total income from all sources | 2020-12-31 | $3,061 |
Expenses. Total of all expenses incurred | 2020-12-31 | $3,061 |
Benefits paid (including direct rollovers) | 2020-12-31 | $3,061 |
Total plan assets at end of year | 2020-12-31 | $1,939,476 |
Total plan assets at beginning of year | 2020-12-31 | $1,939,476 |
Value of fidelity bond covering the plan | 2020-12-31 | $600,000 |
Other income received | 2020-12-31 | $136,142 |
Net income (gross income less expenses) | 2020-12-31 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,937,448 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,937,448 |
Assets. Value of employer securities | 2020-12-31 | $1,935,165 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $3,061 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-12-31 | $2,028 |
Total plan liabilities at beginning of year | 2019-12-31 | $2,028 |
Total income from all sources | 2019-12-31 | $21,005 |
Expenses. Total of all expenses incurred | 2019-12-31 | $21,034 |
Benefits paid (including direct rollovers) | 2019-12-31 | $21,034 |
Total plan assets at end of year | 2019-12-31 | $1,834,205 |
Total plan assets at beginning of year | 2019-12-31 | $1,834,234 |
Value of fidelity bond covering the plan | 2019-12-31 | $600,000 |
Other income received | 2019-12-31 | $105,271 |
Net income (gross income less expenses) | 2019-12-31 | $-29 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,832,177 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,832,206 |
Assets. Value of employer securities | 2019-12-31 | $1,829,894 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $21,005 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-12-31 | $2,028 |
Total plan liabilities at beginning of year | 2018-12-31 | $2,028 |
Total income from all sources | 2018-12-31 | $179,822 |
Expenses. Total of all expenses incurred | 2018-12-31 | $179,822 |
Benefits paid (including direct rollovers) | 2018-12-31 | $179,822 |
Total plan assets at end of year | 2018-12-31 | $1,733,594 |
Total plan assets at beginning of year | 2018-12-31 | $1,733,594 |
Value of fidelity bond covering the plan | 2018-12-31 | $600,000 |
Other income received | 2018-12-31 | $100,640 |
Net income (gross income less expenses) | 2018-12-31 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,731,566 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,731,566 |
Assets. Value of employer securities | 2018-12-31 | $1,729,254 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $179,822 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-12-31 | $2,028 |
Total plan liabilities at beginning of year | 2017-12-31 | $2,028 |
Total income from all sources | 2017-12-31 | $149,950 |
Expenses. Total of all expenses incurred | 2017-12-31 | $19,519 |
Benefits paid (including direct rollovers) | 2017-12-31 | $19,519 |
Total plan assets at end of year | 2017-12-31 | $1,733,594 |
Total plan assets at beginning of year | 2017-12-31 | $1,603,163 |
Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
Other income received | 2017-12-31 | $130,431 |
Net income (gross income less expenses) | 2017-12-31 | $130,431 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,731,566 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,601,135 |
Assets. Value of employer securities | 2017-12-31 | $1,729,254 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $19,519 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-12-31 | $2,028 |
Total plan liabilities at beginning of year | 2016-12-31 | $2,028 |
Total income from all sources | 2016-12-31 | $5,000 |
Expenses. Total of all expenses incurred | 2016-12-31 | $5,232 |
Benefits paid (including direct rollovers) | 2016-12-31 | $5,232 |
Total plan assets at end of year | 2016-12-31 | $1,385,752 |
Total plan assets at beginning of year | 2016-12-31 | $1,385,984 |
Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
Other income received | 2016-12-31 | $323,222 |
Net income (gross income less expenses) | 2016-12-31 | $-232 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,383,724 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,383,956 |
Assets. Value of employer securities | 2016-12-31 | $1,381,644 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $5,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $2,028 |
Total plan liabilities at beginning of year | 2015-12-31 | $2,028 |
Total income from all sources | 2015-12-31 | $11,673 |
Expenses. Total of all expenses incurred | 2015-12-31 | $12,165 |
Benefits paid (including direct rollovers) | 2015-12-31 | $12,165 |
Total plan assets at end of year | 2015-12-31 | $1,385,984 |
Total plan assets at beginning of year | 2015-12-31 | $1,386,476 |
Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
Other income received | 2015-12-31 | $-106,043 |
Net income (gross income less expenses) | 2015-12-31 | $-492 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,383,956 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,384,448 |
Assets. Value of employer securities | 2015-12-31 | $1,381,644 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $11,673 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-12-31 | $2,028 |
Total plan liabilities at beginning of year | 2014-12-31 | $2,028 |
Total income from all sources | 2014-12-31 | $82,945 |
Expenses. Total of all expenses incurred | 2014-12-31 | $88,071 |
Benefits paid (including direct rollovers) | 2014-12-31 | $88,046 |
Total plan assets at end of year | 2014-12-31 | $1,100,278 |
Total plan assets at beginning of year | 2014-12-31 | $1,105,404 |
Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $25 |
Other income received | 2014-12-31 | $45,689 |
Net income (gross income less expenses) | 2014-12-31 | $-5,126 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,100,278 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,105,404 |
Assets. Value of employer securities | 2014-12-31 | $1,097,473 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $82,945 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-12-31 | $2,028 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $0 |
Expenses. Total of all expenses incurred | 2013-12-31 | $5,101 |
Benefits paid (including direct rollovers) | 2013-12-31 | $5,101 |
Total plan assets at end of year | 2013-12-31 | $1,105,404 |
Total plan assets at beginning of year | 2013-12-31 | $1,110,505 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Other income received | 2013-12-31 | $238,481 |
Net income (gross income less expenses) | 2013-12-31 | $-5,101 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,105,404 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,110,505 |
Assets. Value of employer securities | 2013-12-31 | $1,097,473 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $0 |
Expenses. Total of all expenses incurred | 2012-12-31 | $3,157 |
Benefits paid (including direct rollovers) | 2012-12-31 | $3,157 |
Total plan assets at end of year | 2012-12-31 | $1,047,065 |
Total plan assets at beginning of year | 2012-12-31 | $1,050,222 |
Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
Other income received | 2012-12-31 | $63,440 |
Net income (gross income less expenses) | 2012-12-31 | $-3,157 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,047,065 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,050,222 |
Assets. Value of employer securities | 2012-12-31 | $1,034,033 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $44,300 |
Expenses. Total of all expenses incurred | 2011-12-31 | $2,324 |
Benefits paid (including direct rollovers) | 2011-12-31 | $2,324 |
Total plan assets at end of year | 2011-12-31 | $1,050,222 |
Total plan assets at beginning of year | 2011-12-31 | $1,008,246 |
Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
Other income received | 2011-12-31 | $44,300 |
Net income (gross income less expenses) | 2011-12-31 | $41,976 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,050,222 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,008,246 |
Assets. Value of employer securities | 2011-12-31 | $1,034,033 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $1,090 |
Expenses. Total of all expenses incurred | 2010-12-31 | $2,273 |
Benefits paid (including direct rollovers) | 2010-12-31 | $2,273 |
Total plan assets at end of year | 2010-12-31 | $1,008,246 |
Total plan assets at beginning of year | 2010-12-31 | $1,009,429 |
Value of fidelity bond covering the plan | 2010-12-31 | $260,000 |
Other income received | 2010-12-31 | $1,090 |
Net income (gross income less expenses) | 2010-12-31 | $-1,183 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,008,246 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,009,429 |
Assets. Value of employer securities | 2010-12-31 | $980,177 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : ROY H. REEVE AGENCY, INC. 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 |
2008 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k financial data | ||
Total income from all sources | 2008-12-31 | $11,422 |
Expenses. Total of all expenses incurred | 2008-12-31 | $0 |
Total plan assets at end of year | 2008-12-31 | $1,062,537 |
Total plan assets at beginning of year | 2008-12-31 | $1,051,115 |
Value of fidelity bond covering the plan | 2008-12-31 | $260,000 |
Other income received | 2008-12-31 | $11,422 |
Net income (gross income less expenses) | 2008-12-31 | $11,422 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $1,062,537 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $1,051,115 |
Assets. Value of employer securities | 2008-12-31 | $1,041,751 |
2007 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 401k financial data | ||
Total income from all sources | 2007-12-31 | $40,596 |
Expenses. Total of all expenses incurred | 2007-12-31 | $5,907 |
Benefits paid (including direct rollovers) | 2007-12-31 | $5,907 |
Total plan assets at end of year | 2007-12-31 | $1,051,115 |
Total plan assets at beginning of year | 2007-12-31 | $1,016,426 |
Value of fidelity bond covering the plan | 2007-12-31 | $260,000 |
Other income received | 2007-12-31 | $40,596 |
Net income (gross income less expenses) | 2007-12-31 | $34,689 |
Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $1,051,115 |
Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $1,016,426 |
Assets. Value of employer securities | 2007-12-31 | $1,030,329 |
2022: ROY H. REEVE AGENCY, INC. 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 | Yes |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: ROY H. REEVE AGENCY, INC. 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: ROY H. REEVE AGENCY, INC. 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: ROY H. REEVE AGENCY, INC. 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: ROY H. REEVE AGENCY, INC. 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: ROY H. REEVE AGENCY, INC. 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: ROY H. REEVE AGENCY, INC. 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: ROY H. REEVE AGENCY, INC. 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: ROY H. REEVE AGENCY, INC. 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 | Yes |
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: ROY H. REEVE AGENCY, INC. 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 | Yes |
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: ROY H. REEVE AGENCY, INC. 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 | Yes |
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: ROY H. REEVE AGENCY, INC. 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 | Yes |
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 |
2009: ROY H. REEVE AGENCY, INC. 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 | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses | ||
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
2007: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 form 5500 responses | ||
2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | Submission has been amended | Yes |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
2007-01-01 | Plan funding arrangement – Trust | Yes |
2007-01-01 | Plan benefit arrangement - Trust | Yes |