401k Plan data: GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN plan

GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN
Plan identification number	001

GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) 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.
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.
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

GARY THOMPSON AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: GARY THOMPSON AGENCY, INC.

Employer identification number (EIN): 470597590

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LESLIE PARO 2024-03-21 LESLIE PARO 2024-03-21
001 2022-01-01 LESLIE BELZER 2023-09-26 LESLIE BELZER 2023-09-26
001 2021-01-01 LESLIE BELZER 2023-01-12 LESLIE BELZER 2023-01-12
001 2020-01-01 LESLIE BELZER 2022-03-31 LESLIE BELZER 2022-03-31
001 2020-01-01 LESLIE BELZER 2021-10-13 LESLIE BELZER 2021-10-13
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 TERRY THOMPSON 2013-03-27 TERRY THOMPSON 2013-03-27
001 2011-01-01 TERRY THOMPSON 2012-03-15 TERRY THOMPSON 2012-03-15
001 2010-01-01 TERRY THOMPSON 2011-01-19 TERRY THOMPSON 2011-01-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LESLIE PARO	2024-03-21	LESLIE PARO	2024-03-21
001	2022-01-01	LESLIE BELZER	2023-09-26	LESLIE BELZER	2023-09-26
001	2021-01-01	LESLIE BELZER	2023-01-12	LESLIE BELZER	2023-01-12
001	2020-01-01	LESLIE BELZER	2022-03-31	LESLIE BELZER	2022-03-31
001	2020-01-01	LESLIE BELZER	2021-10-13	LESLIE BELZER	2021-10-13
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	TERRY THOMPSON	2013-03-27	TERRY THOMPSON	2013-03-27
001	2011-01-01	TERRY THOMPSON	2012-03-15	TERRY THOMPSON	2012-03-15
001	2010-01-01	TERRY THOMPSON	2011-01-19	TERRY THOMPSON	2011-01-19

Plan Statistics for GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 147
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 181
Number of participants with account balances 2022-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 143
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 19
Total of all active and inactive participants 2021-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 162
Number of participants with account balances 2021-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 120
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 15
Total of all active and inactive participants 2020-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 135
Number of participants with account balances 2020-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2023: GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	147
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	181
Number of participants with account balances	2022-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	143
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	19
Total of all active and inactive participants	2021-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	162
Number of participants with account balances	2021-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	120
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	15
Total of all active and inactive participants	2020-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	135
Number of participants with account balances	2020-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total transfer of assets from this plan	2023-06-30	$6,990,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$718,708
Total of all expenses incurred	2023-06-30	$715,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$689,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$17,306
Value of total assets at end of year	2023-06-30	$0
Value of total assets at beginning of year	2023-06-30	$6,986,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$26,142
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$8,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$8,907
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Participant contributions at end of year	2023-06-30	$0
Participant contributions at beginning of year	2023-06-30	$53,021
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$17,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$3,400
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$6,986,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Investment advisory and management fees	2023-06-30	$15,538
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$6,933,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$692,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Employer contributions (assets) at beginning of year	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$689,166
Contract administrator fees	2023-06-30	$10,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-06-30	Yes
Did the plan have assets held for investment	2023-06-30	No
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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	LUTZ AND COMPANY, P.C.
Accountancy firm EIN	2023-06-30	470625816
2022 : GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-113,797
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$386,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$338,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,217,534
Value of total assets at end of year	2022-12-31	$6,986,653
Value of total assets at beginning of year	2022-12-31	$7,486,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$47,398
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$126,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$126,295
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$834,400
Participant contributions at end of year	2022-12-31	$53,021
Participant contributions at beginning of year	2022-12-31	$104,753
Participant contributions at beginning of year	2022-12-31	$29,312
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$70,630
Administrative expenses (other) incurred	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-499,818
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,986,653
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,486,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$30,933
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,933,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,244,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$93,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$93,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,457,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$312,504
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$14,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$338,623
Contract administrator fees	2022-12-31	$16,465
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LUTZ AND COMPANY, P.C.
Accountancy firm EIN	2022-12-31	470625816
2021 : GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,873,586
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$216,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$177,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$985,370
Value of total assets at end of year	2021-12-31	$7,484,129
Value of total assets at beginning of year	2021-12-31	$5,827,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$38,981
Total interest from all sources	2021-12-31	$2,178
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$181,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$181,266
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$593,293
Participant contributions at end of year	2021-12-31	$103,674
Participant contributions at beginning of year	2021-12-31	$29,760
Participant contributions at end of year	2021-12-31	$3
Participant contributions at beginning of year	2021-12-31	$89
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$115,316
Administrative expenses (other) incurred	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$1,657,012
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,484,129
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,827,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$22,069
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,379,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,797,157
Interest on participant loans	2021-12-31	$2,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$93,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$704,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$276,761
Employer contributions (assets) at end of year	2021-12-31	$499
Employer contributions (assets) at beginning of year	2021-12-31	$111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$177,593
Contract administrator fees	2021-12-31	$16,912
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LUTZ AND COMPANY, P.C.
Accountancy firm EIN	2021-12-31	470625816
2020 : GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,578,164
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,089,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,069,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,647,694
Value of total assets at end of year	2020-12-31	$5,827,117
Value of total assets at beginning of year	2020-12-31	$4,338,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$20,400
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$192,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$192,959
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$409,648
Participant contributions at end of year	2020-12-31	$29,760
Participant contributions at beginning of year	2020-12-31	$45,516
Participant contributions at end of year	2020-12-31	$89
Participant contributions at beginning of year	2020-12-31	$6
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,009,200
Administrative expenses (other) incurred	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$1,488,472
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,827,117
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,338,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,797,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,292,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$737,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$228,846
Employer contributions (assets) at end of year	2020-12-31	$111
Employer contributions (assets) at beginning of year	2020-12-31	$441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,069,292
Contract administrator fees	2020-12-31	$20,400
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LUTZ AND COMPANY, P.C.
Accountancy firm EIN	2020-12-31	470625816

Form 5500 Responses for GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN

2023: GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING 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	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GARY THOMPSON AGENCY, INC. SAFE HARBOR 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	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	GARY THOMPSON AGENCY, INC.
Employer identification number (EIN):	470597590
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages