401k Plan data: MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN plan

MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN 401k Plan overview

Plan Name	MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN
Plan identification number	001

MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

MARCY OBENCHAIN INSURANCE AGENCY, I has sponsored the creation of one or more 401k plans.

Company Name: MARCY OBENCHAIN INSURANCE AGENCY, I

Employer identification number (EIN): 472553043

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARCY OBENCHAIN
001 2016-01-01 MARCY OBENCHAIN MARCY OBENCHAIN 2017-07-17
001 2015-01-01 MARCY OBENCHAIN MARCY OBENCHAIN 2016-07-13
001 2014-12-17 MARCY OBENCHAIN MARCY OBENCHAIN 2015-05-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARCY OBENCHAIN
001	2016-01-01	MARCY OBENCHAIN	MARCY OBENCHAIN	2017-07-17
001	2015-01-01	MARCY OBENCHAIN	MARCY OBENCHAIN	2016-07-13
001	2014-12-17	MARCY OBENCHAIN	MARCY OBENCHAIN	2015-05-12

Plan Statistics for MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN

401k plan membership statisitcs for MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN

Measure Date Value
2017: MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-17 1
Total number of active participants reported on line 7a of the Form 5500 2014-12-17 1
Number of retired or separated participants receiving benefits 2014-12-17 0
Number of other retired or separated participants entitled to future benefits 2014-12-17 0
Total of all active and inactive participants 2014-12-17 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-17 0
Total participants 2014-12-17 1
Number of participants with account balances 2014-12-17 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-17 0

Measure	Date	Value
2017: MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-17	1
Total number of active participants reported on line 7a of the Form 5500	2014-12-17	1
Number of retired or separated participants receiving benefits	2014-12-17	0
Number of other retired or separated participants entitled to future benefits	2014-12-17	0
Total of all active and inactive participants	2014-12-17	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-17	0
Total participants	2014-12-17	1
Number of participants with account balances	2014-12-17	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-17	0

Financial Data on MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN

Measure	Date	Value
2017 : MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$-1,670
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$41,135
Total plan assets at beginning of year	2017-12-31	$42,805
Value of fidelity bond covering the plan	2017-12-31	$25,000
Total contributions received or receivable from participants	2017-12-31	$9,530
Other income received	2017-12-31	$-18,090
Net income (gross income less expenses)	2017-12-31	$-1,670
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$41,135
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$42,805
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$835
Assets. Value of employer securities	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$6,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$-66,618
Expenses. Total of all expenses incurred	2016-12-31	$72
Total plan assets at end of year	2016-12-31	$42,805
Total plan assets at beginning of year	2016-12-31	$109,495
Value of fidelity bond covering the plan	2016-12-31	$25,000
Total contributions received or receivable from participants	2016-12-31	$8,711
Expenses. Other expenses not covered elsewhere	2016-12-31	$72
Other income received	2016-12-31	$-81,645
Net income (gross income less expenses)	2016-12-31	$-66,690
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$42,805
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$109,495
Assets. Value of employer securities	2016-12-31	$27,160
Total contributions received or receivable from employer(s)	2016-12-31	$6,316
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$62,117
Expenses. Total of all expenses incurred	2015-12-31	$72
Total plan assets at end of year	2015-12-31	$109,495
Total plan assets at beginning of year	2015-12-31	$47,450
Expenses. Other expenses not covered elsewhere	2015-12-31	$72
Contributions received from other sources (not participants or employers)	2015-12-31	$231
Other income received	2015-12-31	$61,886
Net income (gross income less expenses)	2015-12-31	$62,045
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$109,495
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$47,450
Assets. Value of employer securities	2015-12-31	$109,336
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$47,451
Expenses. Total of all expenses incurred	2014-12-31	$1
Benefits paid (including direct rollovers)	2014-12-31	$1
Total plan assets at end of year	2014-12-31	$47,450
Contributions received from other sources (not participants or employers)	2014-12-31	$47,451
Net income (gross income less expenses)	2014-12-31	$47,450
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$47,450
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$47,450

Form 5500 Responses for MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN

2017: MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT 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: MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT 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: MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT 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: MARCY OBENCHAIN INSURANCE AGENCY RETIREMENT PLAN 2014 form 5500 responses
2014-12-17	Type of plan entity	Single employer plan
2014-12-17	First time form 5500 has been submitted	Yes
2014-12-17	Submission has been amended	No
2014-12-17	This submission is the final filing	No
2014-12-17	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-12-17	Plan is a collectively bargained plan	No
2014-12-17	Plan funding arrangement – Trust	Yes
2014-12-17	Plan benefit arrangement - Trust	Yes

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Company Name:	MARCY OBENCHAIN INSURANCE AGENCY, I
Employer identification number (EIN):	472553043
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages