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

ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

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

ROGER BOUCHARD INSURANCE, INC. 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROGER BOUCHARD INSURANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROGER BOUCHARD INSURANCE, INC.

Employer identification number (EIN): 591117778

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about ROGER BOUCHARD INSURANCE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1966-04-11

Company Identification Number: 304036

Legal Registered Office Address: 101 STARCREST DRIVE

CLEARWATER

33765

More information about ROGER BOUCHARD INSURANCE, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 KELLY B. NEWTON KELLY B. NEWTON 2018-10-15
001 2016-01-01 KELLY B. NEWTON KELLY B. NEWTON 2017-10-05
001 2015-01-01 KELLY B. NEWTON
001 2014-01-01 KELLY B. NEWTON KELLY B. NEWTON 2015-10-09
001 2013-01-01 KELLY B. NEWTON KELLY B. NEWTON 2014-10-10
001 2012-01-01 KELLY B. NEWTON
001 2011-01-01 KELLY B. NEWTON
001 2009-01-01 DELORES MOORE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01	KELLY B. NEWTON	KELLY B. NEWTON	2018-10-15
001	2016-01-01	KELLY B. NEWTON	KELLY B. NEWTON	2017-10-05
001	2015-01-01	KELLY B. NEWTON
001	2014-01-01	KELLY B. NEWTON	KELLY B. NEWTON	2015-10-09
001	2013-01-01	KELLY B. NEWTON	KELLY B. NEWTON	2014-10-10
001	2012-01-01	KELLY B. NEWTON
001	2011-01-01	KELLY B. NEWTON
001	2009-01-01	DELORES MOORE

Plan Statistics for ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN

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

Measure Date Value
2019: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 330
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 260
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 70
Total of all active and inactive participants 2018-01-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 330
Number of participants with account balances 2018-01-01 321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 12
2017: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 243
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 54
Total of all active and inactive participants 2017-01-01 297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 297
Number of participants with account balances 2017-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 25
2016: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 274
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 241
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 40
Total of all active and inactive participants 2016-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 281
Number of participants with account balances 2016-01-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 24
2015: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 230
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 46
Total of all active and inactive participants 2015-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 276
Number of participants with account balances 2015-01-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13
2014: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 210
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 47
Total of all active and inactive participants 2014-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 257
Number of participants with account balances 2014-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 18
2013: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 203
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 44
Total of all active and inactive participants 2013-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 247
Number of participants with account balances 2013-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 16
2012: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 193
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 41
Total of all active and inactive participants 2012-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 234
Number of participants with account balances 2012-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 14
2011: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 188
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 41
Total of all active and inactive participants 2011-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 229
Number of participants with account balances 2011-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 18
2009: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 203
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 29
Total of all active and inactive participants 2009-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 232
Number of participants with account balances 2009-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2019: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	330
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	260
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	70
Total of all active and inactive participants	2018-01-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	330
Number of participants with account balances	2018-01-01	321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	12
2017: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	243
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	54
Total of all active and inactive participants	2017-01-01	297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	297
Number of participants with account balances	2017-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	25
2016: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	274
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	241
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	40
Total of all active and inactive participants	2016-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	281
Number of participants with account balances	2016-01-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	24
2015: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	230
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	46
Total of all active and inactive participants	2015-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	276
Number of participants with account balances	2015-01-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13
2014: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	210
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	47
Total of all active and inactive participants	2014-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	257
Number of participants with account balances	2014-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	18
2013: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	203
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	44
Total of all active and inactive participants	2013-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	247
Number of participants with account balances	2013-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	16
2012: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	193
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	41
Total of all active and inactive participants	2012-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	234
Number of participants with account balances	2012-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	14
2011: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	188
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	41
Total of all active and inactive participants	2011-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	229
Number of participants with account balances	2011-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	18
2009: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	203
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	29
Total of all active and inactive participants	2009-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	232
Number of participants with account balances	2009-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2019 : ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-10	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-10	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-10	$0
Total income from all sources (including contributions)	2019-06-10	$2,102,017
Total loss/gain on sale of assets	2019-06-10	$0
Total of all expenses incurred	2019-06-10	$20,718,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-10	$20,717,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-10	$6,028
Value of total assets at end of year	2019-06-10	$0
Value of total assets at beginning of year	2019-06-10	$18,616,214
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-10	$600
Total interest from all sources	2019-06-10	$2,426
Total dividends received (eg from common stock, registered investment company shares)	2019-06-10	$8,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-10	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-06-10	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-10	$8,297
Was this plan covered by a fidelity bond	2019-06-10	Yes
Value of fidelity bond cover	2019-06-10	$2,000,000
If this is an individual account plan, was there a blackout period	2019-06-10	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-10	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-10	No
Contributions received from participants	2019-06-10	$76,302
Participant contributions at end of year	2019-06-10	$0
Participant contributions at beginning of year	2019-06-10	$432,012
Participant contributions at end of year	2019-06-10	$0
Participant contributions at beginning of year	2019-06-10	$78,883
Assets. Other investments not covered elsewhere at end of year	2019-06-10	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-06-10	$749,436
Other income not declared elsewhere	2019-06-10	$45,194
Administrative expenses (other) incurred	2019-06-10	$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-10	No
Value of net income/loss	2019-06-10	$-18,616,214
Value of net assets at end of year (total assets less liabilities)	2019-06-10	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-06-10	$18,616,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-10	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-10	No
Were any leases to which the plan was party in default or uncollectible	2019-06-10	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-10	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-10	$16,774,042
Interest on participant loans	2019-06-10	$2,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-10	$2,040,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-10	No
Was there a failure to transmit to the plan any participant contributions	2019-06-10	No
Has the plan failed to provide any benefit when due under the plan	2019-06-10	No
Contributions received in cash from employer	2019-06-10	$-70,274
Employer contributions (assets) at end of year	2019-06-10	$0
Employer contributions (assets) at beginning of year	2019-06-10	$581,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-10	$20,717,631
Did the plan have assets held for investment	2019-06-10	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	2019-06-10	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-10	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-10	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-10	Disclaimer
Accountancy firm name	2019-06-10	KERKERING, BARBERIO & CO.
Accountancy firm EIN	2019-06-10	591753337
2018 : ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$619,434
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,488,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,486,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,696,480
Value of total assets at end of year	2018-12-31	$18,616,214
Value of total assets at beginning of year	2018-12-31	$19,484,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,899
Total interest from all sources	2018-12-31	$21,250
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,165,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,165,013
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,147,272
Participant contributions at end of year	2018-12-31	$432,012
Participant contributions at beginning of year	2018-12-31	$422,823
Participant contributions at end of year	2018-12-31	$78,883
Participant contributions at beginning of year	2018-12-31	$67,823
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$749,436
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$109,789
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$51,482
Other income not declared elsewhere	2018-12-31	$-55,261
Administrative expenses (other) incurred	2018-12-31	$1,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-868,610
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$18,616,214
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$19,484,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$16,774,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$18,363,035
Interest on participant loans	2018-12-31	$21,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,208,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$497,726
Employer contributions (assets) at end of year	2018-12-31	$581,841
Employer contributions (assets) at beginning of year	2018-12-31	$521,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,486,145
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KERKERING, BARBERIO & CO.
Accountancy firm EIN	2018-12-31	591753337
2017 : ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,789,443
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$517,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$515,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,900,072
Value of total assets at end of year	2017-12-31	$19,484,824
Value of total assets at beginning of year	2017-12-31	$15,212,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,010
Total interest from all sources	2017-12-31	$17,593
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$673,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$673,267
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,047,948
Participant contributions at end of year	2017-12-31	$422,823
Participant contributions at beginning of year	2017-12-31	$325,771
Participant contributions at end of year	2017-12-31	$67,823
Participant contributions at beginning of year	2017-12-31	$22,626
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$109,789
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$50,322
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$330,780
Other income not declared elsewhere	2017-12-31	$62,747
Administrative expenses (other) incurred	2017-12-31	$2,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,271,832
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$19,484,824
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,212,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$18,363,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,326,146
Interest on participant loans	2017-12-31	$17,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,135,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$521,344
Employer contributions (assets) at end of year	2017-12-31	$521,354
Employer contributions (assets) at beginning of year	2017-12-31	$488,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$515,601
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KERKERING, BARBERIO & CO.
Accountancy firm EIN	2017-12-31	591753337
2016 : ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,608,094
Total loss/gain on sale of assets	2016-12-31	$-1,146
Total of all expenses incurred	2016-12-31	$1,694,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,693,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,599,430
Value of total assets at end of year	2016-12-31	$15,212,992
Value of total assets at beginning of year	2016-12-31	$14,299,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,068
Total interest from all sources	2016-12-31	$19,167
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$534,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$534,815
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$921,110
Participant contributions at end of year	2016-12-31	$325,771
Participant contributions at beginning of year	2016-12-31	$533,742
Participant contributions at end of year	2016-12-31	$22,626
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$50,322
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$62,459
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$190,193
Other income not declared elsewhere	2016-12-31	$-11,992
Administrative expenses (other) incurred	2016-12-31	$1,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$913,420
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,212,992
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,299,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,326,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,229,629
Interest on participant loans	2016-12-31	$19,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$467,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$488,127
Employer contributions (assets) at end of year	2016-12-31	$488,127
Employer contributions (assets) at beginning of year	2016-12-31	$459,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,693,606
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$13,929
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$12,783
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$13,929
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2016-12-31	454084437
2015 : ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,387,767
Total loss/gain on sale of assets	2015-12-31	$-714
Total of all expenses incurred	2015-12-31	$712,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$711,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,389,094
Value of total assets at end of year	2015-12-31	$14,299,572
Value of total assets at beginning of year	2015-12-31	$13,624,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,375
Total interest from all sources	2015-12-31	$20,245
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$623,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$622,852
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$873,752
Participant contributions at end of year	2015-12-31	$533,742
Participant contributions at beginning of year	2015-12-31	$466,056
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$62,459
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$69,823
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$53,004
Other income not declared elsewhere	2015-12-31	$-7,364
Administrative expenses (other) incurred	2015-12-31	$1,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$674,999
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,299,572
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,624,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,229,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,687,709
Interest on participant loans	2015-12-31	$20,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-636,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$462,338
Employer contributions (assets) at end of year	2015-12-31	$459,813
Employer contributions (assets) at beginning of year	2015-12-31	$370,187
Income. Dividends from common stock	2015-12-31	$419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$711,393
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	2015-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$13,929
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$30,798
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$16,439
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$17,153
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2015-12-31	454084437
2014 : ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$9,012
Total unrealized appreciation/depreciation of assets	2014-12-31	$9,012
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,123,797
Total loss/gain on sale of assets	2014-12-31	$-4
Total of all expenses incurred	2014-12-31	$1,526,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,525,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,387,961
Value of total assets at end of year	2014-12-31	$13,624,573
Value of total assets at beginning of year	2014-12-31	$13,027,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,688
Total interest from all sources	2014-12-31	$17,118
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$512,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$512,310
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$760,466
Participant contributions at end of year	2014-12-31	$466,056
Participant contributions at beginning of year	2014-12-31	$350,516
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$69,823
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$277,127
Other income not declared elsewhere	2014-12-31	$8,798
Administrative expenses (other) incurred	2014-12-31	$1,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$596,884
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,624,573
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$13,027,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$12,687,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,253,014
Interest on participant loans	2014-12-31	$17,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$188,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$350,368
Employer contributions (assets) at end of year	2014-12-31	$370,187
Employer contributions (assets) at beginning of year	2014-12-31	$393,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,525,225
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	2014-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$30,798
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$30,628
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$544
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$548
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2014-12-31	454084437
2013 : ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$7,052
Total unrealized appreciation/depreciation of assets	2013-12-31	$7,052
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,282,327
Total loss/gain on sale of assets	2013-12-31	$-6,259
Total of all expenses incurred	2013-12-31	$2,350,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,349,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,100,244
Value of total assets at end of year	2013-12-31	$13,027,689
Value of total assets at beginning of year	2013-12-31	$12,095,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,200
Total interest from all sources	2013-12-31	$15,581
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$373,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$373,080
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$703,876
Participant contributions at end of year	2013-12-31	$350,516
Participant contributions at beginning of year	2013-12-31	$394,790
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$23,239
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,837
Administrative expenses (other) incurred	2013-12-31	$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$931,715
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$13,027,689
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,095,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,253,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$11,239,993
Interest on participant loans	2013-12-31	$15,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,791,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$393,531
Employer contributions (assets) at end of year	2013-12-31	$393,531
Employer contributions (assets) at beginning of year	2013-12-31	$366,187
Income. Dividends from common stock	2013-12-31	$682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,349,412
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	2013-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$30,628
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$71,765
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$41,773
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$48,032
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2013-12-31	454084437
2012 : ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$1,416
Total unrealized appreciation/depreciation of assets	2012-12-31	$1,416
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,487,296
Total loss/gain on sale of assets	2012-12-31	$29
Total of all expenses incurred	2012-12-31	$1,106,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,104,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,050,055
Value of total assets at end of year	2012-12-31	$12,095,974
Value of total assets at beginning of year	2012-12-31	$10,714,703
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,300
Total interest from all sources	2012-12-31	$14,088
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$266,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$266,134
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$660,980
Participant contributions at end of year	2012-12-31	$394,790
Participant contributions at beginning of year	2012-12-31	$266,441
Participant contributions at end of year	2012-12-31	$23,239
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$22,888
Administrative expenses (other) incurred	2012-12-31	$1,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,381,271
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,095,974
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,714,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$11,239,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$10,061,538
Interest on participant loans	2012-12-31	$14,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,154,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$366,187
Employer contributions (assets) at end of year	2012-12-31	$366,187
Employer contributions (assets) at beginning of year	2012-12-31	$351,382
Income. Dividends from common stock	2012-12-31	$578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,104,725
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	2012-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$71,765
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$35,342
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$1,447
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$1,418
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2012-12-31	454084437
2011 : ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-1,617
Total unrealized appreciation/depreciation of assets	2011-12-31	$-1,617
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$887,504
Total loss/gain on sale of assets	2011-12-31	$703
Total of all expenses incurred	2011-12-31	$1,353,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,350,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,093,327
Value of total assets at end of year	2011-12-31	$10,714,703
Value of total assets at beginning of year	2011-12-31	$11,180,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,042
Total interest from all sources	2011-12-31	$12,702
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$214,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$210,703
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$702,695
Participant contributions at end of year	2011-12-31	$266,441
Participant contributions at beginning of year	2011-12-31	$309,521
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$39,250
Administrative expenses (other) incurred	2011-12-31	$3,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-466,036
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,714,703
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,180,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$10,061,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,415,340
Interest on participant loans	2011-12-31	$12,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-432,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$351,382
Employer contributions (assets) at end of year	2011-12-31	$351,382
Employer contributions (assets) at beginning of year	2011-12-31	$348,180
Income. Dividends from common stock	2011-12-31	$3,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,350,498
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$35,342
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$107,698
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$73,875
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$73,172
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PENDER NEWKIRK & COMPANY LLP
Accountancy firm EIN	2011-12-31	591974978
2010 : ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$35,681
Total unrealized appreciation/depreciation of assets	2010-12-31	$35,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,361,437
Total loss/gain on sale of assets	2010-12-31	$312
Total of all expenses incurred	2010-12-31	$1,226,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,216,670
Value of total corrective distributions	2010-12-31	$7,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,087,491
Value of total assets at end of year	2010-12-31	$11,180,739
Value of total assets at beginning of year	2010-12-31	$10,045,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,271
Total interest from all sources	2010-12-31	$13,572
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$194,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$191,779
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$727,127
Participant contributions at end of year	2010-12-31	$309,521
Participant contributions at beginning of year	2010-12-31	$269,465
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$4,849
Administrative expenses (other) incurred	2010-12-31	$2,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,134,926
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,180,739
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,045,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,415,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,190,962
Interest on participant loans	2010-12-31	$13,572
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,107,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,032,699
Net investment gain or loss from common/collective trusts	2010-12-31	$-3,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$71,731
Contributions received in cash from employer	2010-12-31	$355,515
Employer contributions (assets) at end of year	2010-12-31	$348,180
Employer contributions (assets) at beginning of year	2010-12-31	$405,723
Income. Dividends from common stock	2010-12-31	$3,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,216,670
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$107,698
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$1,146
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$834
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2010-12-31	431947695
2009 : ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN

2019: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	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: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROGER BOUCHARD INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROGER BOUCHARD INSURANCE, INC.
Employer identification number (EIN):	591117778
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1966-04-11
Company Identification Number:	304036
Legal Registered Office Address:	101 STARCREST DRIVE CLEARWATER 33765