AMERICAN AGENCY, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN AGENCY, INC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : AMERICAN AGENCY, INC 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-13 | 0 |
| Net assets as of the end of the plan year | 2025-10-13 | 1417959 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 1202844 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 120284 |
| Participant contributions to plan in this plan year | 2025-10-13 | 88270 |
| Other expenses paid from plan in this plan year | 2025-10-13 | 0 |
| Other income to plan in this plan year | 2025-10-13 | 126845 |
| Plan net income in this plan year | 2025-10-13 | 215115 |
| Net assets as of the end of the plan year | 2025-10-13 | 1417959 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 1202844 |
| Employer contributions to plan in this plan year | 2025-10-13 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 0 |
| 2024 : AMERICAN AGENCY, INC 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-30 | 0 |
| Net assets as of the end of the plan year | 2024-09-30 | 1202844 |
| Total assets as of the beginning of the plan year | 2024-09-30 | 970475 |
| Value of plan covered by a fidelity bond | 2024-09-30 | 97848 |
| Participant contributions to plan in this plan year | 2024-09-30 | 87820 |
| Other expenses paid from plan in this plan year | 2024-09-30 | 0 |
| Other income to plan in this plan year | 2024-09-30 | 144549 |
| Plan net income in this plan year | 2024-09-30 | 232369 |
| Net assets as of the end of the plan year | 2024-09-30 | 1202844 |
| Net assets as of the beginning of the plan year | 2024-09-30 | 970475 |
| Employer contributions to plan in this plan year | 2024-09-30 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-30 | 0 |
| 2016 : AMERICAN AGENCY, INC 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $69,895 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $303,043 |
| Total plan assets at beginning of year | 2016-12-31 | $233,148 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $34,440 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $1,027 |
| Other income received | 2016-12-31 | $5,012 |
| Net income (gross income less expenses) | 2016-12-31 | $69,895 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $303,043 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $233,148 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $29,416 |
| 2015 : AMERICAN AGENCY, INC 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $77,724 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $233,148 |
| Total plan assets at beginning of year | 2015-12-31 | $155,424 |
| Total contributions received or receivable from participants | 2015-12-31 | $29,590 |
| Other income received | 2015-12-31 | $-6,906 |
| Net income (gross income less expenses) | 2015-12-31 | $77,724 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $233,148 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $155,424 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $55,040 |
| 2014 : AMERICAN AGENCY, INC 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $90,541 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $155,424 |
| Total plan assets at beginning of year | 2014-12-31 | $64,883 |
| Total contributions received or receivable from participants | 2014-12-31 | $31,510 |
| Other income received | 2014-12-31 | $4,010 |
| Net income (gross income less expenses) | 2014-12-31 | $90,541 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $155,424 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $64,883 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $55,021 |
| 2013 : AMERICAN AGENCY, INC 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $64,883 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $64,883 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $64,883 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $64,883 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $64,883 |
| 2016: AMERICAN AGENCY, INC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: AMERICAN AGENCY, INC 401(K) PROFIT SHARING 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: AMERICAN AGENCY, INC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: AMERICAN AGENCY, INC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
