401k Plan data: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN plan

GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan Name	GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN
Plan identification number	002

GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

GARRISON-ROSS AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: GARRISON-ROSS AGENCY, INC.

Employer identification number (EIN): 381806063

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 LINDA PULVER
002 2015-01-01 LINDA PULVER
002 2014-01-01 LINDA PULVER
002 2013-01-01 LINDA PULVER
002 2012-01-01 LINDA PULVER
002 2011-01-01 LINDA PULVER
002 2010-01-01 LINDA PULVER
002 2009-01-01 LINDA PULVER

Plan Statistics for GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2025: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-04-14 7
Total number of particpants at end of year 2025-04-14 8
Number of Participants With Account Balances 2025-04-14 8
2024: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-04-03 9
Total number of particpants at end of year 2024-04-03 7
Number of Participants With Account Balances 2024-04-03 6
2022: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-05-24 7
Total number of particpants at end of year 2022-05-24 7
Number of Participants With Account Balances 2022-05-24 7
2017: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
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 0
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
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 0
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
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 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
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 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 1
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 1
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 1
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 1
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-14	7
Total number of particpants at end of year	2025-04-14	8
Number of Participants With Account Balances	2025-04-14	8
2024: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-04-03	9
Total number of particpants at end of year	2024-04-03	7
Number of Participants With Account Balances	2024-04-03	6
2022: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-05-24	7
Total number of particpants at end of year	2022-05-24	7
Number of Participants With Account Balances	2022-05-24	7
2017: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
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	0
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
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	0
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
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	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
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	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	1
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	1
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	1
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	1
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN

Measure	Date	Value
2025 : GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-04-14	14130
Net assets as of the end of the plan year	2025-04-14	2408421
Total assets as of the beginning of the plan year	2025-04-14	2010465
Value of plan covered by a fidelity bond	2025-04-14	100000
Participant contributions to plan in this plan year	2025-04-14	47177
Value of participant loans at end of plan year	2025-04-14	6015
Other expenses paid from plan in this plan year	2025-04-14	14130
Other contributions to plan in this plan year	2025-04-14	790
Other income to plan in this plan year	2025-04-14	342109
Plan net income in this plan year	2025-04-14	397956
Net assets as of the end of the plan year	2025-04-14	2408421
Net assets as of the beginning of the plan year	2025-04-14	2010465
Employer contributions to plan in this plan year	2025-04-14	22010
2024 : GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-04-03	42286
Net assets as of the end of the plan year	2024-04-03	2010465
Total assets as of the beginning of the plan year	2024-04-03	1624289
Value of plan covered by a fidelity bond	2024-04-03	100000
Participant contributions to plan in this plan year	2024-04-03	72446
Value of participant loans at end of plan year	2024-04-03	7505
Other expenses paid from plan in this plan year	2024-04-03	10517
Other income to plan in this plan year	2024-04-03	336322
Plan net income in this plan year	2024-04-03	386176
Net assets as of the end of the plan year	2024-04-03	2010465
Net assets as of the beginning of the plan year	2024-04-03	1624289
Employer contributions to plan in this plan year	2024-04-03	19694
2022 : GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-24	10247
Net assets as of the end of the plan year	2022-05-24	1875615
Total assets as of the beginning of the plan year	2022-05-24	1531579
Value of plan covered by a fidelity bond	2022-05-24	100000
Participant contributions to plan in this plan year	2022-05-24	71079
Value of participant loans at end of plan year	2022-05-24	20127
Other expenses paid from plan in this plan year	2022-05-24	10247
Other income to plan in this plan year	2022-05-24	261366
Plan net income in this plan year	2022-05-24	344036
Net assets as of the end of the plan year	2022-05-24	1875615
Net assets as of the beginning of the plan year	2022-05-24	1531579
Employer contributions to plan in this plan year	2022-05-24	21838
2017 : GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$205,422
Expenses. Total of all expenses incurred	2017-12-31	$8,568
Total plan assets at end of year	2017-12-31	$1,142,251
Total plan assets at beginning of year	2017-12-31	$945,397
Value of fidelity bond covering the plan	2017-12-31	$75,000
Total contributions received or receivable from participants	2017-12-31	$49,275
Expenses. Other expenses not covered elsewhere	2017-12-31	$8,001
Other income received	2017-12-31	$138,920
Net income (gross income less expenses)	2017-12-31	$196,854
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,142,251
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$945,397
Total contributions received or receivable from employer(s)	2017-12-31	$17,227
Value of corrective distributions	2017-12-31	$567
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$128,165
Expenses. Total of all expenses incurred	2016-12-31	$7,387
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$945,397
Total plan assets at beginning of year	2016-12-31	$824,619
Value of fidelity bond covering the plan	2016-12-31	$75,000
Total contributions received or receivable from participants	2016-12-31	$37,365
Expenses. Other expenses not covered elsewhere	2016-12-31	$7,387
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$74,099
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$120,778
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$945,397
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$824,619
Total contributions received or receivable from employer(s)	2016-12-31	$16,701
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$29,920
Expenses. Total of all expenses incurred	2015-12-31	$59,008
Benefits paid (including direct rollovers)	2015-12-31	$55,582
Total plan assets at end of year	2015-12-31	$824,619
Total plan assets at beginning of year	2015-12-31	$853,707
Value of fidelity bond covering the plan	2015-12-31	$75,000
Total contributions received or receivable from participants	2015-12-31	$36,770
Expenses. Other expenses not covered elsewhere	2015-12-31	$3,426
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-22,409
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-29,088
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$824,619
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$853,707
Total contributions received or receivable from employer(s)	2015-12-31	$15,559
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$94,075
Expenses. Total of all expenses incurred	2014-12-31	$3,753
Benefits paid (including direct rollovers)	2014-12-31	$778
Total plan assets at end of year	2014-12-31	$853,707
Total plan assets at beginning of year	2014-12-31	$763,385
Value of fidelity bond covering the plan	2014-12-31	$75,000
Total contributions received or receivable from participants	2014-12-31	$39,595
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,975
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$39,273
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$90,322
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$853,707
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$763,385
Total contributions received or receivable from employer(s)	2014-12-31	$15,207
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$195,398
Expenses. Total of all expenses incurred	2013-12-31	$81,361
Benefits paid (including direct rollovers)	2013-12-31	$79,148
Total plan assets at end of year	2013-12-31	$763,385
Total plan assets at beginning of year	2013-12-31	$649,348
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$39,481
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,213
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$139,734
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$114,037
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$763,385
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$649,348
Total contributions received or receivable from employer(s)	2013-12-31	$16,183
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$118,151
Expenses. Total of all expenses incurred	2012-12-31	$1,578
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$649,348
Total plan assets at beginning of year	2012-12-31	$532,775
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$39,562
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,578
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$62,243
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$116,573
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$649,348
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$532,775
Total contributions received or receivable from employer(s)	2012-12-31	$16,346
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$26,011
Expenses. Total of all expenses incurred	2011-12-31	$1,130
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$532,775
Total plan assets at beginning of year	2011-12-31	$507,894
Value of fidelity bond covering the plan	2011-12-31	$20,000
Total contributions received or receivable from participants	2011-12-31	$18,508
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,130
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-15,389
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$24,881
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$532,775
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$507,894
Total contributions received or receivable from employer(s)	2011-12-31	$22,892
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$116,125
Expenses. Total of all expenses incurred	2010-12-31	$677
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$507,894
Total plan assets at beginning of year	2010-12-31	$392,446
Value of fidelity bond covering the plan	2010-12-31	$20,000
Total contributions received or receivable from participants	2010-12-31	$29,140
Expenses. Other expenses not covered elsewhere	2010-12-31	$677
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$59,918
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$115,448
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$507,894
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$392,446
Total contributions received or receivable from employer(s)	2010-12-31	$27,067
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	$0

Form 5500 Responses for GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN

2017: GARRISON-ROSS AGENCY, INC. EMPLOYEE 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: GARRISON-ROSS AGENCY, INC. EMPLOYEE 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: GARRISON-ROSS AGENCY, INC. EMPLOYEE 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: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GARRISON-ROSS AGENCY, INC. EMPLOYEE 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: GARRISON-ROSS AGENCY, INC. EMPLOYEE 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: GARRISON-ROSS AGENCY, INC. EMPLOYEE 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
2010: GARRISON-ROSS AGENCY, INC. EMPLOYEE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GARRISON-ROSS AGENCY, INC. EMPLOYEE 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GARRISON-ROSS AGENCY, INC.
Employer identification number (EIN):	381806063
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	LINDA PULVER
002	2015-01-01	LINDA PULVER
002	2014-01-01	LINDA PULVER
002	2013-01-01	LINDA PULVER
002	2012-01-01	LINDA PULVER
002	2011-01-01	LINDA PULVER
002	2010-01-01	LINDA PULVER
002	2009-01-01	LINDA PULVER