IOTT INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2024 : IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-01-01 | $341 |
| Total plan liabilities at beginning of year | 2024-01-01 | $176 |
| Total income from all sources | 2024-01-01 | $1,560,645 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $475,964 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $455,928 |
| Total plan assets at end of year | 2024-01-01 | $7,998,064 |
| Total plan assets at beginning of year | 2024-01-01 | $6,913,218 |
| Value of fidelity bond covering the plan | 2024-01-01 | $500,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $215,245 |
| Other income received | 2024-01-01 | $1,214,531 |
| Net income (gross income less expenses) | 2024-01-01 | $1,084,681 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $7,997,723 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $6,913,042 |
| Assets. Value of participant loans | 2024-01-01 | $17,941 |
| Assets. Value of assets in partnership/joint-venture interests | 2024-01-01 | $75,000 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $130,869 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $20,036 |
| 2023 : IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $176 |
| Total plan liabilities at beginning of year | 2023-12-31 | $176 |
| Total income from all sources | 2023-12-31 | $1,515,136 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $438,089 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $420,970 |
| Total plan assets at end of year | 2023-12-31 | $6,913,218 |
| Total plan assets at beginning of year | 2023-12-31 | $5,836,171 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $205,360 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $1,204,059 |
| Net income (gross income less expenses) | 2023-12-31 | $1,077,047 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,913,042 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,835,995 |
| Assets. Value of participant loans | 2023-12-31 | $20,213 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $75,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $105,717 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $17,119 |
| 2022 : IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $176 |
| Total income from all sources | 2022-12-31 | $-1,181,396 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $158,891 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $143,761 |
| Total plan assets at end of year | 2022-12-31 | $5,836,171 |
| Total plan assets at beginning of year | 2022-12-31 | $7,176,282 |
| Value of fidelity bond covering the plan | 2022-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $189,586 |
| Other income received | 2022-12-31 | $-1,475,400 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,340,287 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,835,995 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,176,282 |
| Assets. Value of participant loans | 2022-12-31 | $24,795 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $75,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $104,418 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $15,130 |
| 2021 : IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $68,204 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $3,305 |
| Total plan assets at end of year | 2021-12-31 | $7,176,282 |
| Total plan assets at beginning of year | 2021-12-31 | $7,111,383 |
| Value of fidelity bond covering the plan | 2021-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $41,752 |
| Other income received | 2021-12-31 | $11,009 |
| Net income (gross income less expenses) | 2021-12-31 | $64,899 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,176,282 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,111,383 |
| Assets. Value of participant loans | 2021-12-31 | $34,768 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $75,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $15,443 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $3,305 |
| Total income from all sources | 2021-10-31 | $1,933,812 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $261,153 |
| Benefits paid (including direct rollovers) | 2021-10-31 | $256,504 |
| Total plan assets at end of year | 2021-10-31 | $7,111,383 |
| Total plan assets at beginning of year | 2021-10-31 | $5,438,724 |
| Value of fidelity bond covering the plan | 2021-10-31 | $600,000 |
| Total contributions received or receivable from participants | 2021-10-31 | $171,780 |
| Other income received | 2021-10-31 | $1,658,834 |
| Net income (gross income less expenses) | 2021-10-31 | $1,672,659 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $7,111,383 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $5,438,724 |
| Assets. Value of participant loans | 2021-10-31 | $11,253 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-10-31 | $75,000 |
| Total contributions received or receivable from employer(s) | 2021-10-31 | $103,198 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-10-31 | $4,649 |
| 2020 : IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-10-31 | $489,610 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $220,172 |
| Benefits paid (including direct rollovers) | 2020-10-31 | $219,752 |
| Total plan assets at end of year | 2020-10-31 | $5,438,724 |
| Total plan assets at beginning of year | 2020-10-31 | $5,169,286 |
| Value of fidelity bond covering the plan | 2020-10-31 | $600,000 |
| Total contributions received or receivable from participants | 2020-10-31 | $161,975 |
| Other income received | 2020-10-31 | $225,320 |
| Net income (gross income less expenses) | 2020-10-31 | $269,438 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $5,438,724 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $5,169,286 |
| Assets. Value of participant loans | 2020-10-31 | $22,561 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-10-31 | $75,000 |
| Total contributions received or receivable from employer(s) | 2020-10-31 | $102,315 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-10-31 | $420 |
| 2019 : IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-10-31 | $730,124 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $30,092 |
| Benefits paid (including direct rollovers) | 2019-10-31 | $29,901 |
| Total plan assets at end of year | 2019-10-31 | $5,169,286 |
| Total plan assets at beginning of year | 2019-10-31 | $4,469,254 |
| Value of fidelity bond covering the plan | 2019-10-31 | $600,000 |
| Total contributions received or receivable from participants | 2019-10-31 | $152,535 |
| Other income received | 2019-10-31 | $477,261 |
| Net income (gross income less expenses) | 2019-10-31 | $700,032 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $5,169,286 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $4,469,254 |
| Assets. Value of participant loans | 2019-10-31 | $38,316 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-10-31 | $75,000 |
| Total contributions received or receivable from employer(s) | 2019-10-31 | $100,328 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-10-31 | $191 |
| 2017 : IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-10-31 | $903,181 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $21,062 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $20,417 |
| Total plan assets at end of year | 2017-10-31 | $4,449,421 |
| Total plan assets at beginning of year | 2017-10-31 | $3,567,302 |
| Value of fidelity bond covering the plan | 2017-10-31 | $425,000 |
| Total contributions received or receivable from participants | 2017-10-31 | $115,802 |
| Contributions received from other sources (not participants or employers) | 2017-10-31 | $1,084 |
| Other income received | 2017-10-31 | $690,324 |
| Net income (gross income less expenses) | 2017-10-31 | $882,119 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $4,449,421 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $3,567,302 |
| Assets. Value of participant loans | 2017-10-31 | $25,709 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-10-31 | $75,000 |
| Total contributions received or receivable from employer(s) | 2017-10-31 | $95,971 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-10-31 | $645 |
| 2016 : IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-10-31 | $248,677 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $4,271 |
| Benefits paid (including direct rollovers) | 2016-10-31 | $3,851 |
| Total plan assets at end of year | 2016-10-31 | $3,567,302 |
| Total plan assets at beginning of year | 2016-10-31 | $3,322,896 |
| Value of fidelity bond covering the plan | 2016-10-31 | $350,000 |
| Total contributions received or receivable from participants | 2016-10-31 | $108,597 |
| Other income received | 2016-10-31 | $43,983 |
| Net income (gross income less expenses) | 2016-10-31 | $244,406 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $3,567,302 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $3,322,896 |
| Assets. Value of participant loans | 2016-10-31 | $40,162 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-10-31 | $75,000 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $96,097 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $420 |
| 2015 : IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-10-31 | $214,064 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $135,113 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $134,818 |
| Total plan assets at end of year | 2015-10-31 | $3,322,896 |
| Total plan assets at beginning of year | 2015-10-31 | $3,243,945 |
| Value of fidelity bond covering the plan | 2015-10-31 | $350,000 |
| Total contributions received or receivable from participants | 2015-10-31 | $103,536 |
| Other income received | 2015-10-31 | $15,473 |
| Net income (gross income less expenses) | 2015-10-31 | $78,951 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $3,322,896 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $3,243,945 |
| Assets. Value of participant loans | 2015-10-31 | $32,985 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-10-31 | $87,500 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $95,055 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $295 |
| 2014 : IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-10-31 | $371,026 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $2,917 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $2,752 |
| Total plan assets at end of year | 2014-10-31 | $3,243,945 |
| Total plan assets at beginning of year | 2014-10-31 | $2,875,836 |
| Value of fidelity bond covering the plan | 2014-10-31 | $350,000 |
| Total contributions received or receivable from participants | 2014-10-31 | $87,758 |
| Other income received | 2014-10-31 | $216,138 |
| Net income (gross income less expenses) | 2014-10-31 | $368,109 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $3,243,945 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $2,875,836 |
| Assets. Value of participant loans | 2014-10-31 | $47,694 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-10-31 | $87,500 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $67,130 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $165 |
| 2013 : IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-10-31 | $588,371 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $12,613 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $12,113 |
| Total plan assets at end of year | 2013-10-31 | $2,875,836 |
| Total plan assets at beginning of year | 2013-10-31 | $2,300,078 |
| Value of fidelity bond covering the plan | 2013-10-31 | $350,000 |
| Total contributions received or receivable from participants | 2013-10-31 | $79,031 |
| Contributions received from other sources (not participants or employers) | 2013-10-31 | $0 |
| Other income received | 2013-10-31 | $443,099 |
| Net income (gross income less expenses) | 2013-10-31 | $575,758 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $2,875,836 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $2,300,078 |
| Assets. Value of participant loans | 2013-10-31 | $58,670 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-10-31 | $87,500 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $66,241 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $500 |
| 2012 : IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-10-31 | $0 |
| Total income from all sources | 2012-10-31 | $306,593 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $63,666 |
| Benefits paid (including direct rollovers) | 2012-10-31 | $59,775 |
| Total plan assets at end of year | 2012-10-31 | $2,300,078 |
| Total plan assets at beginning of year | 2012-10-31 | $2,057,151 |
| Value of fidelity bond covering the plan | 2012-10-31 | $350,000 |
| Total contributions received or receivable from participants | 2012-10-31 | $74,029 |
| Expenses. Other expenses not covered elsewhere | 2012-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-10-31 | $0 |
| Other income received | 2012-10-31 | $167,199 |
| Noncash contributions received | 2012-10-31 | $0 |
| Net income (gross income less expenses) | 2012-10-31 | $242,927 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $2,300,078 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $2,057,151 |
| Assets. Value of participant loans | 2012-10-31 | $29,993 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-10-31 | $87,500 |
| Total contributions received or receivable from employer(s) | 2012-10-31 | $65,365 |
| Value of certain deemed distributions of participant loans | 2012-10-31 | $0 |
| Value of corrective distributions | 2012-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-10-31 | $3,891 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-10-31 | $0 |
| 2011 : IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-10-31 | $131,976 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $41,773 |
| Benefits paid (including direct rollovers) | 2011-10-31 | $41,773 |
| Total plan assets at end of year | 2011-10-31 | $2,057,151 |
| Total plan assets at beginning of year | 2011-10-31 | $1,966,948 |
| Value of fidelity bond covering the plan | 2011-10-31 | $350,000 |
| Total contributions received or receivable from participants | 2011-10-31 | $62,948 |
| Contributions received from other sources (not participants or employers) | 2011-10-31 | $48,183 |
| Other income received | 2011-10-31 | $20,845 |
| Net income (gross income less expenses) | 2011-10-31 | $90,203 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $2,057,151 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $1,966,948 |
| Assets. Value of participant loans | 2011-10-31 | $25,927 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-10-31 | $82,500 |
| 2023: IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Submission has been amended | No |
| 2021-11-01 | This submission is the final filing | No |
| 2021-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-11-01 | Plan is a collectively bargained plan | No |
| 2021-11-01 | Plan funding arrangement – Insurance | Yes |
| 2021-11-01 | Plan funding arrangement – Trust | Yes |
| 2021-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-11-01 | Plan benefit arrangement - Trust | Yes |
| 2020: IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Submission has been amended | No |
| 2020-11-01 | This submission is the final filing | No |
| 2020-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-11-01 | Plan is a collectively bargained plan | No |
| 2020-11-01 | Plan funding arrangement – Insurance | Yes |
| 2020-11-01 | Plan funding arrangement – Trust | Yes |
| 2020-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-11-01 | Plan benefit arrangement - Trust | Yes |
| 2019: IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Submission has been amended | No |
| 2019-11-01 | This submission is the final filing | No |
| 2019-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-11-01 | Plan is a collectively bargained plan | No |
| 2019-11-01 | Plan funding arrangement – Insurance | Yes |
| 2019-11-01 | Plan funding arrangement – Trust | Yes |
| 2019-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-11-01 | Plan benefit arrangement - Trust | Yes |
| 2018: IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Submission has been amended | No |
| 2018-11-01 | This submission is the final filing | No |
| 2018-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-11-01 | Plan is a collectively bargained plan | No |
| 2018-11-01 | Plan funding arrangement – Insurance | Yes |
| 2018-11-01 | Plan funding arrangement – Trust | Yes |
| 2018-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-11-01 | Plan benefit arrangement - Trust | Yes |
| 2017: IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Submission has been amended | No |
| 2017-11-01 | This submission is the final filing | No |
| 2017-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-11-01 | Plan is a collectively bargained plan | No |
| 2017-11-01 | Plan funding arrangement – Insurance | Yes |
| 2017-11-01 | Plan funding arrangement – Trust | Yes |
| 2017-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-11-01 | Plan benefit arrangement - Trust | Yes |
| 2016: IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Submission has been amended | No |
| 2016-11-01 | This submission is the final filing | No |
| 2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-11-01 | Plan is a collectively bargained plan | No |
| 2016-11-01 | Plan funding arrangement – Insurance | Yes |
| 2016-11-01 | Plan funding arrangement – Trust | Yes |
| 2016-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-11-01 | Plan benefit arrangement - Trust | Yes |
| 2015: IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Submission has been amended | No |
| 2015-11-01 | This submission is the final filing | No |
| 2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-11-01 | Plan is a collectively bargained plan | No |
| 2015-11-01 | Plan funding arrangement – Insurance | Yes |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| 2014: IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Submission has been amended | No |
| 2014-11-01 | This submission is the final filing | No |
| 2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-11-01 | Plan is a collectively bargained plan | No |
| 2014-11-01 | Plan funding arrangement – Insurance | Yes |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Submission has been amended | No |
| 2013-11-01 | This submission is the final filing | No |
| 2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-11-01 | Plan is a collectively bargained plan | No |
| 2013-11-01 | Plan funding arrangement – Insurance | Yes |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Submission has been amended | No |
| 2012-11-01 | This submission is the final filing | No |
| 2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-11-01 | Plan is a collectively bargained plan | No |
| 2012-11-01 | Plan funding arrangement – Insurance | Yes |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2011: IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Submission has been amended | Yes |
| 2011-11-01 | This submission is the final filing | No |
| 2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-11-01 | Plan is a collectively bargained plan | No |
| 2011-11-01 | Plan funding arrangement – Insurance | Yes |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | Yes |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
| 2008: IOTT INSURANCE AGENCY, INC. 401(K) SAVINGS PLAN 2008 form 5500 responses |
|---|
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
