QUAKER AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan QUAKER AGENCY, INC. 401(K) PLAN AND TRUST
401k plan membership statisitcs for QUAKER AGENCY, INC. 401(K) PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025: QUAKER AGENCY, INC. 401(K) PLAN AND TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-05-29 | 91 |
| Total number of particpants at end of year | 2025-05-29 | 0 |
| Number of Participants With Account Balances | 2025-05-29 | 0 |
| 2014: QUAKER AGENCY, INC. 401(K) PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 78 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 13 |
| Total of all active and inactive participants | 2014-01-01 | 91 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 91 |
| Number of participants with account balances | 2014-01-01 | 82 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: QUAKER AGENCY, INC. 401(K) PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
| Total of all active and inactive participants | 2013-01-01 | 81 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 81 |
| Number of participants with account balances | 2013-01-01 | 75 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: QUAKER AGENCY, INC. 401(K) PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 62 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
| Total of all active and inactive participants | 2012-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 70 |
| Number of participants with account balances | 2012-01-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : QUAKER AGENCY, INC. 401(K) PLAN AND TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-29 | -11135444 |
| Total liabilities as of the end of the plan year | 2025-05-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-29 | 0 |
| Net assets as of the end of the plan year | 2025-05-29 | 0 |
| Total assets as of the beginning of the plan year | 2025-05-29 | 11135444 |
| Value of plan covered by a fidelity bond | 2025-05-29 | 500000 |
| Plan net income in this plan year | 2025-05-29 | 0 |
| Net assets as of the end of the plan year | 2025-05-29 | 0 |
| Net assets as of the beginning of the plan year | 2025-05-29 | 11135444 |
| 2014 : QUAKER AGENCY, INC. 401(K) PLAN AND TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $747,118 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $4,478 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $4,378 |
| Total plan assets at end of year | 2014-12-31 | $5,997,503 |
| Total plan assets at beginning of year | 2014-12-31 | $5,254,863 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $267,121 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $301,338 |
| Net income (gross income less expenses) | 2014-12-31 | $742,640 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,997,503 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,254,863 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $178,659 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $100 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : QUAKER AGENCY, INC. 401(K) PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,144,655 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,367,434 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $2,366,825 |
| Total plan assets at end of year | 2013-12-31 | $5,254,863 |
| Total plan assets at beginning of year | 2013-12-31 | $6,477,642 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $254,645 |
| Other income received | 2013-12-31 | $729,555 |
| Net income (gross income less expenses) | 2013-12-31 | $-1,222,779 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,254,863 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,477,642 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $160,455 |
| Value of corrective distributions | 2013-12-31 | $509 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $100 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : QUAKER AGENCY, INC. 401(K) PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $761,002 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $97,397 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $90,296 |
| Total plan assets at end of year | 2012-12-31 | $6,477,642 |
| Total plan assets at beginning of year | 2012-12-31 | $5,814,054 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $242,426 |
| Other income received | 2012-12-31 | $518,576 |
| Net income (gross income less expenses) | 2012-12-31 | $663,605 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,477,642 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,814,054 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,101 |
| 2014: QUAKER AGENCY, INC. 401(K) PLAN AND TRUST 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: QUAKER AGENCY, INC. 401(K) PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: QUAKER AGENCY, INC. 401(K) PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
