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ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

ROY H. REEVE AGENCY, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01JON E. SHEARIN
0022016-01-01JON E. SHEARIN
0022016-01-01JON E. SHEARIN
0022016-01-01
0022015-01-01JON E. SHEARIN
0022015-01-01JON E. SHEARIN
0022014-01-01JON E. SHEARIN
0022014-01-01JON E. SHEARIN
0022013-01-01JON E. SHEARIN
0022012-01-01JON E. SHEARIN
0022011-01-01JON E. SHEARIN
0022009-01-01JON E. SHEARIN
0022009-01-01JON E. SHEARIN
0022008-01-01JON E. SHEARIN
0022007-01-01JON E. SHEARIN

Plan Statistics for ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0135
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0147
Total number of active participants reported on line 7a of the Form 55002021-01-0130
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0135
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0145
Total number of active participants reported on line 7a of the Form 55002020-01-0130
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0147
Number of participants with account balances2020-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0157
Total number of active participants reported on line 7a of the Form 55002019-01-0132
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0145
Number of participants with account balances2019-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0167
Total number of active participants reported on line 7a of the Form 55002018-01-0134
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0157
Number of participants with account balances2018-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0162
Total number of active participants reported on line 7a of the Form 55002017-01-0135
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0163
Number of participants with account balances2017-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0149
Total number of active participants reported on line 7a of the Form 55002016-01-0134
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0161
Number of participants with account balances2016-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0147
Total number of active participants reported on line 7a of the Form 55002015-01-0122
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0149
Number of participants with account balances2015-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0145
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0147
Number of participants with account balances2014-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0145
Total number of active participants reported on line 7a of the Form 55002013-01-0123
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0145
Number of participants with account balances2013-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0144
Total number of active participants reported on line 7a of the Form 55002012-01-0124
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0145
Number of participants with account balances2012-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0145
Total number of active participants reported on line 7a of the Form 55002011-01-0123
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0144
Number of participants with account balances2011-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0142
Total number of active participants reported on line 7a of the Form 55002009-01-0122
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0143
Number of participants with account balances2009-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0141
Total number of active participants reported on line 7a of the Form 55002008-01-0122
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0120
Total of all active and inactive participants2008-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0142
Number of participants with account balances2008-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0139
Total number of active participants reported on line 7a of the Form 55002007-01-0121
Number of retired or separated participants receiving benefits2007-01-011
Number of other retired or separated participants entitled to future benefits2007-01-0119
Total of all active and inactive participants2007-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0141
Number of participants with account balances2007-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-012

Financial Data on ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-23$0
Total plan liabilities at beginning of year2022-12-23$2,291
Total income from all sources2022-12-23$0
Expenses. Total of all expenses incurred2022-12-23$2,018,910
Benefits paid (including direct rollovers)2022-12-23$2,017,435
Total plan assets at end of year2022-12-23$0
Total plan assets at beginning of year2022-12-23$2,021,201
Value of fidelity bond covering the plan2022-12-23$600,000
Expenses. Other expenses not covered elsewhere2022-12-23$1,475
Net income (gross income less expenses)2022-12-23$-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 year2021-12-31$2,291
Total plan liabilities at beginning of year2021-12-31$2,028
Total income from all sources2021-12-31$4,014
Expenses. Total of all expenses incurred2021-12-31$58,694
Benefits paid (including direct rollovers)2021-12-31$58,153
Total plan assets at end of year2021-12-31$2,021,201
Total plan assets at beginning of year2021-12-31$2,075,618
Value of fidelity bond covering the plan2021-12-31$600,000
Expenses. Other expenses not covered elsewhere2021-12-31$541
Other income received2021-12-31$4,014
Net income (gross income less expenses)2021-12-31$-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 securities2021-12-31$0
2020 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$2,028
Total plan liabilities at beginning of year2020-12-31$2,028
Total income from all sources2020-12-31$3,061
Expenses. Total of all expenses incurred2020-12-31$3,061
Benefits paid (including direct rollovers)2020-12-31$3,061
Total plan assets at end of year2020-12-31$1,939,476
Total plan assets at beginning of year2020-12-31$1,939,476
Value of fidelity bond covering the plan2020-12-31$600,000
Other income received2020-12-31$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 securities2020-12-31$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 securities2020-12-31$0
2019 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$2,028
Total plan liabilities at beginning of year2019-12-31$2,028
Total income from all sources2019-12-31$21,005
Expenses. Total of all expenses incurred2019-12-31$21,034
Benefits paid (including direct rollovers)2019-12-31$21,034
Total plan assets at end of year2019-12-31$1,834,205
Total plan assets at beginning of year2019-12-31$1,834,234
Value of fidelity bond covering the plan2019-12-31$600,000
Other income received2019-12-31$105,271
Net income (gross income less expenses)2019-12-31$-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 securities2019-12-31$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 securities2019-12-31$0
2018 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$2,028
Total plan liabilities at beginning of year2018-12-31$2,028
Total income from all sources2018-12-31$179,822
Expenses. Total of all expenses incurred2018-12-31$179,822
Benefits paid (including direct rollovers)2018-12-31$179,822
Total plan assets at end of year2018-12-31$1,733,594
Total plan assets at beginning of year2018-12-31$1,733,594
Value of fidelity bond covering the plan2018-12-31$600,000
Other income received2018-12-31$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 securities2018-12-31$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 securities2018-12-31$0
2017 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$2,028
Total plan liabilities at beginning of year2017-12-31$2,028
Total income from all sources2017-12-31$149,950
Expenses. Total of all expenses incurred2017-12-31$19,519
Benefits paid (including direct rollovers)2017-12-31$19,519
Total plan assets at end of year2017-12-31$1,733,594
Total plan assets at beginning of year2017-12-31$1,603,163
Value of fidelity bond covering the plan2017-12-31$200,000
Other income received2017-12-31$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 securities2017-12-31$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 securities2017-12-31$0
2016 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$2,028
Total plan liabilities at beginning of year2016-12-31$2,028
Total income from all sources2016-12-31$5,000
Expenses. Total of all expenses incurred2016-12-31$5,232
Benefits paid (including direct rollovers)2016-12-31$5,232
Total plan assets at end of year2016-12-31$1,385,752
Total plan assets at beginning of year2016-12-31$1,385,984
Value of fidelity bond covering the plan2016-12-31$200,000
Other income received2016-12-31$323,222
Net income (gross income less expenses)2016-12-31$-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 securities2016-12-31$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 securities2016-12-31$0
2015 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$2,028
Total plan liabilities at beginning of year2015-12-31$2,028
Total income from all sources2015-12-31$11,673
Expenses. Total of all expenses incurred2015-12-31$12,165
Benefits paid (including direct rollovers)2015-12-31$12,165
Total plan assets at end of year2015-12-31$1,385,984
Total plan assets at beginning of year2015-12-31$1,386,476
Value of fidelity bond covering the plan2015-12-31$200,000
Other income received2015-12-31$-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 securities2015-12-31$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 securities2015-12-31$0
2014 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$2,028
Total plan liabilities at beginning of year2014-12-31$2,028
Total income from all sources2014-12-31$82,945
Expenses. Total of all expenses incurred2014-12-31$88,071
Benefits paid (including direct rollovers)2014-12-31$88,046
Total plan assets at end of year2014-12-31$1,100,278
Total plan assets at beginning of year2014-12-31$1,105,404
Value of fidelity bond covering the plan2014-12-31$200,000
Expenses. Other expenses not covered elsewhere2014-12-31$25
Other income received2014-12-31$45,689
Net income (gross income less expenses)2014-12-31$-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 securities2014-12-31$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 securities2014-12-31$0
2013 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$2,028
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$0
Expenses. Total of all expenses incurred2013-12-31$5,101
Benefits paid (including direct rollovers)2013-12-31$5,101
Total plan assets at end of year2013-12-31$1,105,404
Total plan assets at beginning of year2013-12-31$1,110,505
Value of fidelity bond covering the plan2013-12-31$200,000
Other income received2013-12-31$238,481
Net income (gross income less expenses)2013-12-31$-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 securities2013-12-31$1,097,473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources2012-12-31$0
Expenses. Total of all expenses incurred2012-12-31$3,157
Benefits paid (including direct rollovers)2012-12-31$3,157
Total plan assets at end of year2012-12-31$1,047,065
Total plan assets at beginning of year2012-12-31$1,050,222
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$63,440
Net income (gross income less expenses)2012-12-31$-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 securities2012-12-31$1,034,033
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources2011-12-31$44,300
Expenses. Total of all expenses incurred2011-12-31$2,324
Benefits paid (including direct rollovers)2011-12-31$2,324
Total plan assets at end of year2011-12-31$1,050,222
Total plan assets at beginning of year2011-12-31$1,008,246
Value of fidelity bond covering the plan2011-12-31$400,000
Other income received2011-12-31$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 securities2011-12-31$1,034,033
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,090
Expenses. Total of all expenses incurred2010-12-31$2,273
Benefits paid (including direct rollovers)2010-12-31$2,273
Total plan assets at end of year2010-12-31$1,008,246
Total plan assets at beginning of year2010-12-31$1,009,429
Value of fidelity bond covering the plan2010-12-31$260,000
Other income received2010-12-31$1,090
Net income (gross income less expenses)2010-12-31$-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 securities2010-12-31$980,177
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$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 securities2009-12-31$0
2008 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k financial data
Total income from all sources2008-12-31$11,422
Expenses. Total of all expenses incurred2008-12-31$0
Total plan assets at end of year2008-12-31$1,062,537
Total plan assets at beginning of year2008-12-31$1,051,115
Value of fidelity bond covering the plan2008-12-31$260,000
Other income received2008-12-31$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 securities2008-12-31$1,041,751
2007 : ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 401k financial data
Total income from all sources2007-12-31$40,596
Expenses. Total of all expenses incurred2007-12-31$5,907
Benefits paid (including direct rollovers)2007-12-31$5,907
Total plan assets at end of year2007-12-31$1,051,115
Total plan assets at beginning of year2007-12-31$1,016,426
Value of fidelity bond covering the plan2007-12-31$260,000
Other income received2007-12-31$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 securities2007-12-31$1,030,329

Form 5500 Responses for ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: ROY H. REEVE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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