401k Plan data: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN plan

MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MOMENTOUS INSURANCE INC has sponsored the creation of one or more 401k plans.

Company Name: MOMENTOUS INSURANCE INC

Employer identification number (EIN): 262785647

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about MOMENTOUS INSURANCE INC

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2008-12-02

Company Identification Number: F177451

Legal Registered Office Address: 7288 HANOVER GREEN DRIVE

MECHANICSVILLE
United States of America (USA)
23111

More information about MOMENTOUS INSURANCE INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 DIANE BRINSON SCHIELE 2020-12-30 DIANE BRINSON SCHIELE 2020-12-30
001 2019-01-01 DIANE BRINSON SCHIELE 2020-06-08 DIANE BRINSON SCHIELE 2020-06-08
001 2018-01-01 DIANE BRINSON SCHIELE 2019-08-22 DIANE BRINSON SCHIELE 2019-08-22
001 2017-01-01
001 2016-01-01
001 2015-01-01 DIANE SCHIELE
001 2014-01-01 DIANE SCHIELE
001 2014-01-01 DIANE BRINSON
001 2013-01-01 DIANE BRINSON
001 2012-01-01 DIANE BRINSON
001 2011-01-01 DIANE BRINSON
001 2009-01-01 DIANE BRINSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	DIANE BRINSON SCHIELE	2020-12-30	DIANE BRINSON SCHIELE	2020-12-30
001	2019-01-01	DIANE BRINSON SCHIELE	2020-06-08	DIANE BRINSON SCHIELE	2020-06-08
001	2018-01-01	DIANE BRINSON SCHIELE	2019-08-22	DIANE BRINSON SCHIELE	2019-08-22
001	2017-01-01
001	2016-01-01
001	2015-01-01	DIANE SCHIELE
001	2014-01-01	DIANE SCHIELE
001	2014-01-01	DIANE BRINSON
001	2013-01-01	DIANE BRINSON
001	2012-01-01	DIANE BRINSON
001	2011-01-01	DIANE BRINSON
001	2009-01-01	DIANE BRINSON

Plan Statistics for MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 212
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 13
Total of all active and inactive participants 2019-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 225
Number of participants with account balances 2019-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 197
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 20
Total of all active and inactive participants 2018-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 217
Number of participants with account balances 2018-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 204
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 23
Total of all active and inactive participants 2017-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 227
Number of participants with account balances 2017-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 188
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 40
Total of all active and inactive participants 2016-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 228
Number of participants with account balances 2016-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 10
2015: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 180
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 33
Total of all active and inactive participants 2015-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 213
Number of participants with account balances 2015-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 11
2014: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 156
Number of retired or separated participants receiving benefits 2014-01-01 16
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 172
Number of participants with account balances 2014-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 137
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 10
Total of all active and inactive participants 2013-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 147
Number of participants with account balances 2013-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 124
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 15
Total of all active and inactive participants 2012-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 139
Number of participants with account balances 2012-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 114
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 20
Total of all active and inactive participants 2011-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 134
Number of participants with account balances 2011-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 17
2009: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 101
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 11
Total of all active and inactive participants 2009-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 112
Number of participants with account balances 2009-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 11

Measure	Date	Value
2020: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	212
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	13
Total of all active and inactive participants	2019-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	225
Number of participants with account balances	2019-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	197
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	20
Total of all active and inactive participants	2018-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	217
Number of participants with account balances	2018-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	204
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	23
Total of all active and inactive participants	2017-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	227
Number of participants with account balances	2017-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	188
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	40
Total of all active and inactive participants	2016-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	228
Number of participants with account balances	2016-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	10
2015: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	180
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	33
Total of all active and inactive participants	2015-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	213
Number of participants with account balances	2015-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	11
2014: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	156
Number of retired or separated participants receiving benefits	2014-01-01	16
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	172
Number of participants with account balances	2014-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	137
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	10
Total of all active and inactive participants	2013-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	147
Number of participants with account balances	2013-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	124
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	15
Total of all active and inactive participants	2012-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	139
Number of participants with account balances	2012-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	114
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	20
Total of all active and inactive participants	2011-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	134
Number of participants with account balances	2011-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	17
2009: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	101
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	11
Total of all active and inactive participants	2009-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	112
Number of participants with account balances	2009-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	11

Financial Data on MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-08-31	$574,806
Total of all expenses incurred	2020-08-31	$21,174,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$21,112,185
Expenses. Certain deemed distributions of participant loans	2020-08-31	$45,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$199,628
Value of total assets at end of year	2020-08-31	$0
Value of total assets at beginning of year	2020-08-31	$20,600,170
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$17,496
Total interest from all sources	2020-08-31	$207,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-08-31	$0
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Contributions received from participants	2020-08-31	$145,777
Participant contributions at end of year	2020-08-31	$0
Participant contributions at beginning of year	2020-08-31	$55,849
Income. Received or receivable in cash from other sources (including rollovers)	2020-08-31	$9,681
Assets. Loans (other than to participants) at end of year	2020-08-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-08-31	$206,439
Total non interest bearing cash at end of year	2020-08-31	$0
Total non interest bearing cash at beginning of year	2020-08-31	$280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$-20,600,170
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$20,600,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Interest on participant loans	2020-08-31	$1,793
Value of interest in common/collective trusts at end of year	2020-08-31	$0
Value of interest in common/collective trusts at beginning of year	2020-08-31	$20,321,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-08-31	$205,245
Net investment gain or loss from common/collective trusts	2020-08-31	$168,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Contributions received in cash from employer	2020-08-31	$44,170
Employer contributions (assets) at end of year	2020-08-31	$0
Employer contributions (assets) at beginning of year	2020-08-31	$15,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$21,112,185
Contract administrator fees	2020-08-31	$17,496
Did the plan have assets held for investment	2020-08-31	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	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-08-31	390859910
2019 : MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$6,046,919
Total of all expenses incurred	2019-12-31	$1,674,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,627,030
Expenses. Certain deemed distributions of participant loans	2019-12-31	$29,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,263,270
Value of total assets at end of year	2019-12-31	$20,600,170
Value of total assets at beginning of year	2019-12-31	$16,227,340
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,669
Total interest from all sources	2019-12-31	$388,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
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	No
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
Contributions received from participants	2019-12-31	$1,580,066
Participant contributions at end of year	2019-12-31	$55,849
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$215,179
Assets. Loans (other than to participants) at end of year	2019-12-31	$206,439
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$178,043
Other income not declared elsewhere	2019-12-31	$250
Total non interest bearing cash at end of year	2019-12-31	$280
Total non interest bearing cash at beginning of year	2019-12-31	$70,726
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	$4,372,830
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,600,170
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,227,340
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Interest on participant loans	2019-12-31	$11,083
Value of interest in common/collective trusts at end of year	2019-12-31	$20,321,622
Value of interest in common/collective trusts at beginning of year	2019-12-31	$15,978,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$377,210
Net investment gain or loss from common/collective trusts	2019-12-31	$3,395,106
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
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	$468,025
Employer contributions (assets) at end of year	2019-12-31	$15,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,627,030
Contract administrator fees	2019-12-31	$17,669
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SQUAR MILNER, LLP
Accountancy firm EIN	2019-12-31	330835986
2018 : MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$577
Total income from all sources (including contributions)	2018-12-31	$1,575,687
Total of all expenses incurred	2018-12-31	$513,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$475,055
Expenses. Certain deemed distributions of participant loans	2018-12-31	$8,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,800,235
Value of total assets at end of year	2018-12-31	$16,227,340
Value of total assets at beginning of year	2018-12-31	$15,165,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$29,609
Total interest from all sources	2018-12-31	$106,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
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	$1,478,198
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$99,450
Assets. Loans (other than to participants) at end of year	2018-12-31	$178,043
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$193,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$577
Total non interest bearing cash at end of year	2018-12-31	$70,726
Total non interest bearing cash at beginning of year	2018-12-31	$58,095
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	$1,062,285
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,227,340
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,165,055
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
Interest on participant loans	2018-12-31	$9,682
Value of interest in common/collective trusts at end of year	2018-12-31	$15,978,571
Value of interest in common/collective trusts at beginning of year	2018-12-31	$14,914,474
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$96,454
Net investment gain or loss from common/collective trusts	2018-12-31	$-330,684
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
Contributions received in cash from employer	2018-12-31	$222,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$475,055
Contract administrator fees	2018-12-31	$29,609
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2018-12-31	952036255
2017 : MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$4,423
Total income from all sources (including contributions)	2017-12-31	$3,890,493
Total of all expenses incurred	2017-12-31	$616,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$573,627
Expenses. Certain deemed distributions of participant loans	2017-12-31	$28,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,684,108
Value of total assets at end of year	2017-12-31	$15,165,632
Value of total assets at beginning of year	2017-12-31	$11,895,376
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$14,496
Total interest from all sources	2017-12-31	$240,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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	$1,278,649
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$202,457
Assets. Loans (other than to participants) at end of year	2017-12-31	$193,063
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$160,126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$577
Liabilities. Value of operating payables at beginning of year	2017-12-31	$4,423
Total non interest bearing cash at end of year	2017-12-31	$58,095
Total non interest bearing cash at beginning of year	2017-12-31	$50,690
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	$3,274,102
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,165,055
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,890,953
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
Interest on participant loans	2017-12-31	$8,547
Value of interest in common/collective trusts at end of year	2017-12-31	$14,914,474
Value of interest in common/collective trusts at beginning of year	2017-12-31	$11,684,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$231,922
Net investment gain or loss from common/collective trusts	2017-12-31	$1,965,916
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
Contributions received in cash from employer	2017-12-31	$203,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$573,627
Contract administrator fees	2017-12-31	$14,496
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2017-12-31	952036255
2016 : MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$113,121
Total unrealized appreciation/depreciation of assets	2016-12-31	$113,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$4,423
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	$1,707,881
Total of all expenses incurred	2016-12-31	$327,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$241,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,525,829
Value of total assets at end of year	2016-12-31	$11,895,376
Value of total assets at beginning of year	2016-12-31	$10,510,976
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$86,342
Total interest from all sources	2016-12-31	$37,084
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$31,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,191,402
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$924,961
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$139,088
Assets. Loans (other than to participants) at end of year	2016-12-31	$160,126
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$102,458
Administrative expenses (other) incurred	2016-12-31	$84,927
Liabilities. Value of operating payables at end of year	2016-12-31	$4,423
Total non interest bearing cash at end of year	2016-12-31	$50,690
Total non interest bearing cash at beginning of year	2016-12-31	$1,497
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	$1,379,977
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,890,953
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,510,976
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
Interest on participant loans	2016-12-31	$5,844
Income. Interest from US Government securities	2016-12-31	$13,889
Income. Interest from corporate debt instruments	2016-12-31	$17,286
Value of interest in common/collective trusts at end of year	2016-12-31	$11,684,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$211,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$211,016
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$65
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
Contributions received in cash from employer	2016-12-31	$195,339
Income. Dividends from common stock	2016-12-31	$31,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$241,562
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$928,504
Contract administrator fees	2016-12-31	$1,415
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$8,342,540
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
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	MILLER KAPLAN ARASE, LLP
Accountancy firm EIN	2016-12-31	952036255
2015 : MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$23,244
Total unrealized appreciation/depreciation of assets	2015-12-31	$23,244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$3,835
Total income from all sources (including contributions)	2015-12-31	$1,915,413
Total loss/gain on sale of assets	2015-12-31	$48,625
Total of all expenses incurred	2015-12-31	$327,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$240,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,651,929
Value of total assets at end of year	2015-12-31	$10,510,976
Value of total assets at beginning of year	2015-12-31	$8,927,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$86,823
Total interest from all sources	2015-12-31	$91,578
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$100,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,072,079
Participant contributions at end of year	2015-12-31	$102,458
Participant contributions at beginning of year	2015-12-31	$72,206
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$924,961
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$791,807
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$398,269
Administrative expenses (other) incurred	2015-12-31	$327
Total non interest bearing cash at end of year	2015-12-31	$1,497
Total non interest bearing cash at beginning of year	2015-12-31	$4,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,587,614
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,510,976
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,923,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Interest on participant loans	2015-12-31	$3,380
Interest earned on other investments	2015-12-31	$32,320
Income. Interest from corporate debt instruments	2015-12-31	$55,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$211,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$350,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$350,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$24
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$181,581
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$8,485
Income. Dividends from common stock	2015-12-31	$100,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$240,976
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$928,504
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$756,413
Contract administrator fees	2015-12-31	$86,496
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$8,342,540
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$6,943,377
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$48,625
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$3,835
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2015-12-31	952036255
2014 : MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$640,206
Total unrealized appreciation/depreciation of assets	2014-12-31	$640,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$3,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$9
Total income from all sources (including contributions)	2014-12-31	$2,306,561
Total loss/gain on sale of assets	2014-12-31	$144,912
Total of all expenses incurred	2014-12-31	$353,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$276,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,371,980
Value of total assets at end of year	2014-12-31	$8,927,197
Value of total assets at beginning of year	2014-12-31	$6,969,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$76,681
Total interest from all sources	2014-12-31	$77,670
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$71,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$700,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$904,974
Participant contributions at end of year	2014-12-31	$72,206
Participant contributions at beginning of year	2014-12-31	$134,529
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$791,807
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$620,898
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$309,619
Administrative expenses (other) incurred	2014-12-31	$228
Total non interest bearing cash at end of year	2014-12-31	$4,042
Total non interest bearing cash at beginning of year	2014-12-31	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$1,953,481
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,923,362
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,969,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Interest on participant loans	2014-12-31	$4,473
Interest earned on other investments	2014-12-31	$11,512
Income. Interest from corporate debt instruments	2014-12-31	$61,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$350,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$130,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$130,392
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$22
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$157,387
Employer contributions (assets) at end of year	2014-12-31	$8,485
Employer contributions (assets) at beginning of year	2014-12-31	$128
Income. Dividends from common stock	2014-12-31	$71,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$276,399
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$756,413
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$666,489
Contract administrator fees	2014-12-31	$76,453
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$6,943,377
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$5,417,454
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$144,912
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$3,835
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$9
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	BPE&H, AN ACCOUNTANCY CORPORATION
Accountancy firm EIN	2014-12-31	954083514
2013 : MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$752,097
Total unrealized appreciation/depreciation of assets	2013-12-31	$752,097
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$9
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$10
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,183,784
Total loss/gain on sale of assets	2013-12-31	$460,533
Total of all expenses incurred	2013-12-31	$1,039,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$979,031
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$840,365
Value of total assets at end of year	2013-12-31	$6,969,890
Value of total assets at beginning of year	2013-12-31	$5,825,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$60,230
Total interest from all sources	2013-12-31	$66,910
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$63,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$700,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$710,238
Participant contributions at end of year	2013-12-31	$134,529
Participant contributions at beginning of year	2013-12-31	$149,657
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$620,898
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$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	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$1,144,523
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,969,881
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,825,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$60,230
Interest on participant loans	2013-12-31	$6,364
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$10,040
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$50,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$130,392
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$290,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$290,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$124
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$20,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$130,127
Employer contributions (assets) at end of year	2013-12-31	$128
Employer contributions (assets) at beginning of year	2013-12-31	$0
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$63,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$979,031
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$40,001
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$666,489
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$5,417,454
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$5,324,174
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$460,533
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$9
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$10
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	BPE&H, AN ACCOUNTANCY CORPORATION
Accountancy firm EIN	2013-12-31	954083514
2012 : MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$550,449
Total unrealized appreciation/depreciation of assets	2012-12-31	$550,449
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$10
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,595,213
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$527,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$469,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$919,207
Value of total assets at end of year	2012-12-31	$5,825,368
Value of total assets at beginning of year	2012-12-31	$4,758,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$58,327
Total interest from all sources	2012-12-31	$6,742
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$118,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$584,586
Participant contributions at end of year	2012-12-31	$149,657
Participant contributions at beginning of year	2012-12-31	$142,819
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$222,816
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$-8,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,067,265
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,825,358
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,758,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$58,327
Interest on participant loans	2012-12-31	$6,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$290,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$282,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$282,332
Asset value of US Government securities at end of year	2012-12-31	$20,970
Asset value of US Government securities at beginning of year	2012-12-31	$481,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$111,805
Income. Dividends from preferred stock	2012-12-31	$118,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$469,621
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$40,001
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$448,920
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$5,324,174
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$3,411,956
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2012-12-31	$10
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MILLER, KAPLAN, ARASE LLP
Accountancy firm EIN	2012-12-31	952036255
2011 : MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$172,343
Total unrealized appreciation/depreciation of assets	2011-12-31	$172,343
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,139,049
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$365,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$317,563
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$865,055
Value of total assets at end of year	2011-12-31	$4,758,093
Value of total assets at beginning of year	2011-12-31	$3,984,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$47,603
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$101,651
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$526,983
Participant contributions at end of year	2011-12-31	$142,819
Participant contributions at beginning of year	2011-12-31	$89,092
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$236,773
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$0
Total non interest bearing cash at end of year	2011-12-31	$-8,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$773,883
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,758,093
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,984,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$47,603
Interest on participant loans	2011-12-31	$4,367
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$10,116
Income. Interest from corporate debt instruments	2011-12-31	$36,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$282,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$235,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$235,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$50,239
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Asset value of US Government securities at end of year	2011-12-31	$481,038
Asset value of US Government securities at beginning of year	2011-12-31	$436,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$101,299
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$317,563
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$448,920
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$356,399
Contract administrator fees	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$3,411,956
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$2,866,713
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2011-12-31	952036255
2010 : MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$1,134,160
Expenses. Total of all expenses incurred	2010-12-31	$236,970
Benefits paid (including direct rollovers)	2010-12-31	$207,209
Total plan assets at end of year	2010-12-31	$3,984,211
Total plan assets at beginning of year	2010-12-31	$3,087,021
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$541,891
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$58,268
Other income received	2010-12-31	$437,816
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$897,190
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,984,211
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,087,021
Assets. Value of participant loans	2010-12-31	$89,092
Total contributions received or receivable from employer(s)	2010-12-31	$96,185
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$29,761
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING 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

Form 5500 Responses for MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN

2020: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING 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	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING 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: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING 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: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING 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: MOMENTOUS INSURANCE BROKERAGE, 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: MOMENTOUS INSURANCE BROKERAGE, 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: MOMENTOUS INSURANCE BROKERAGE, 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	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: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 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
2011: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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: MOMENTOUS INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MOMENTOUS INSURANCE INC
Employer identification number (EIN):	262785647
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2008-12-02
Company Identification Number:	F177451
Legal Registered Office Address:	7288 HANOVER GREEN DRIVE MECHANICSVILLE United States of America (USA) 23111