401k Plan data: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN plan

BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 401k Plan overview

Plan Name	BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN
Plan identification number	003

BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

BILL FARRIS INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: BILL FARRIS INSURANCE AGENCY, INC.

Employer identification number (EIN): 591920528

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about BILL FARRIS INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1979-05-21

Company Identification Number: 622388

Legal Registered Office Address: 390 CYPRESS GARDENS BLVD.

WINTER HAVEN

33880

More information about BILL FARRIS INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 BILL FARRIS
003 2017-01-01 BILL FARRIS
003 2016-01-01 BILL FARRIS
003 2015-01-01 BILL FARRIS BILL FARRIS 2016-06-30
003 2014-01-01 BILL FARRIS
003 2013-01-01 BILL FARRIS BILL FARRIS 2014-06-03
003 2012-01-01 BILL FARRIS BILL FARRIS 2013-06-17
003 2011-01-01 BILL FARRIS BILL FARRIS 2012-05-18
003 2010-01-01 BILL FARRIS BILL FARRIS 2011-06-17
003 2009-01-01 BILL FARRIS BILL FARRIS 2010-10-25
003 2009-01-01 BILLIE WAYNE FARRIS BILLIE WAYNE FARRIS 2010-07-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01	BILL FARRIS
003	2017-01-01	BILL FARRIS
003	2016-01-01	BILL FARRIS
003	2015-01-01	BILL FARRIS	BILL FARRIS	2016-06-30
003	2014-01-01	BILL FARRIS
003	2013-01-01	BILL FARRIS	BILL FARRIS	2014-06-03
003	2012-01-01	BILL FARRIS	BILL FARRIS	2013-06-17
003	2011-01-01	BILL FARRIS	BILL FARRIS	2012-05-18
003	2010-01-01	BILL FARRIS	BILL FARRIS	2011-06-17
003	2009-01-01	BILL FARRIS	BILL FARRIS	2010-10-25
003	2009-01-01	BILLIE WAYNE FARRIS	BILLIE WAYNE FARRIS	2010-07-15

Plan Statistics for BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN

401k plan membership statisitcs for BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN

Measure Date Value
2023: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
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 0
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING 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 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
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	0
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING 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	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN

Measure	Date	Value
2023 : BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-05-31	$0
Total plan liabilities at beginning of year	2023-05-31	$0
Total income from all sources	2023-05-31	$-38,569
Expenses. Total of all expenses incurred	2023-05-31	$1,509,438
Benefits paid (including direct rollovers)	2023-05-31	$1,509,438
Total plan assets at end of year	2023-05-31	$0
Total plan assets at beginning of year	2023-05-31	$1,548,007
Value of fidelity bond covering the plan	2023-05-31	$172,000
Total contributions received or receivable from participants	2023-05-31	$0
Expenses. Other expenses not covered elsewhere	2023-05-31	$0
Contributions received from other sources (not participants or employers)	2023-05-31	$0
Other income received	2023-05-31	$-38,569
Noncash contributions received	2023-05-31	$0
Net income (gross income less expenses)	2023-05-31	$-1,548,007
Net plan assets at end of year (total assets less liabilities)	2023-05-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-05-31	$1,548,007
Total contributions received or receivable from employer(s)	2023-05-31	$0
Value of certain deemed distributions of participant loans	2023-05-31	$0
Value of corrective distributions	2023-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-05-31	$0
2022 : BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-107,482
Expenses. Total of all expenses incurred	2022-12-31	$60,000
Benefits paid (including direct rollovers)	2022-12-31	$60,000
Total plan assets at end of year	2022-12-31	$1,548,007
Total plan assets at beginning of year	2022-12-31	$1,715,489
Value of fidelity bond covering the plan	2022-12-31	$172,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Other income received	2022-12-31	$-107,482
Net income (gross income less expenses)	2022-12-31	$-167,482
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,548,007
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,715,489
2021 : BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$337,992
Expenses. Total of all expenses incurred	2021-12-31	$125,622
Benefits paid (including direct rollovers)	2021-12-31	$124,077
Total plan assets at end of year	2021-12-31	$1,715,489
Total plan assets at beginning of year	2021-12-31	$1,503,119
Value of fidelity bond covering the plan	2021-12-31	$155,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$1,545
Other income received	2021-12-31	$337,992
Net income (gross income less expenses)	2021-12-31	$212,370
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,715,489
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,503,119
Assets. Value of real-estate (other than employer real property)	2021-12-31	$148,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$194,503
Expenses. Total of all expenses incurred	2020-12-31	$162,555
Benefits paid (including direct rollovers)	2020-12-31	$160,445
Total plan assets at end of year	2020-12-31	$1,503,119
Total plan assets at beginning of year	2020-12-31	$1,471,171
Value of fidelity bond covering the plan	2020-12-31	$150,000
Other income received	2020-12-31	$194,503
Net income (gross income less expenses)	2020-12-31	$31,948
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,503,119
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,471,171
Assets. Value of real-estate (other than employer real property)	2020-12-31	$138,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,110
2019 : BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$356,183
Expenses. Total of all expenses incurred	2019-12-31	$194,790
Benefits paid (including direct rollovers)	2019-12-31	$192,865
Total plan assets at end of year	2019-12-31	$1,471,171
Total plan assets at beginning of year	2019-12-31	$1,309,778
Value of fidelity bond covering the plan	2019-12-31	$150,000
Contributions received from other sources (not participants or employers)	2019-12-31	$356,183
Net income (gross income less expenses)	2019-12-31	$161,393
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,471,171
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,309,778
Assets. Value of real-estate (other than employer real property)	2019-12-31	$129,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-72,597
Expenses. Total of all expenses incurred	2018-12-31	$74,108
Benefits paid (including direct rollovers)	2018-12-31	$73,023
Total plan assets at end of year	2018-12-31	$1,309,778
Total plan assets at beginning of year	2018-12-31	$1,456,483
Value of fidelity bond covering the plan	2018-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$1,085
Contributions received from other sources (not participants or employers)	2018-12-31	$-72,597
Net income (gross income less expenses)	2018-12-31	$-146,705
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,309,778
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,456,483
Assets. Value of real-estate (other than employer real property)	2018-12-31	$90,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$195,877
Expenses. Total of all expenses incurred	2017-12-31	$64,805
Benefits paid (including direct rollovers)	2017-12-31	$63,845
Total plan assets at end of year	2017-12-31	$1,456,483
Total plan assets at beginning of year	2017-12-31	$1,325,411
Value of fidelity bond covering the plan	2017-12-31	$140,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$960
Other income received	2017-12-31	$195,877
Net income (gross income less expenses)	2017-12-31	$131,072
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,456,483
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,325,411
Assets. Value of real-estate (other than employer real property)	2017-12-31	$90,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total income from all sources	2016-12-31	$186,945
Expenses. Total of all expenses incurred	2016-12-31	$56,284
Benefits paid (including direct rollovers)	2016-12-31	$55,519
Total plan assets at end of year	2016-12-31	$1,325,411
Total plan assets at beginning of year	2016-12-31	$1,194,750
Value of fidelity bond covering the plan	2016-12-31	$130,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$765
Other income received	2016-12-31	$186,945
Net income (gross income less expenses)	2016-12-31	$130,661
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,325,411
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,194,750
Assets. Value of real-estate (other than employer real property)	2016-12-31	$90,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-53,668
Expenses. Total of all expenses incurred	2015-12-31	$45,295
Benefits paid (including direct rollovers)	2015-12-31	$45,295
Total plan assets at end of year	2015-12-31	$1,194,750
Total plan assets at beginning of year	2015-12-31	$1,293,713
Value of fidelity bond covering the plan	2015-12-31	$130,000
Contributions received from other sources (not participants or employers)	2015-12-31	$-53,668
Net income (gross income less expenses)	2015-12-31	$-98,963
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,194,750
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,293,713
Assets. Value of participant loans	2015-12-31	$0
Assets. Value of real-estate (other than employer real property)	2015-12-31	$70,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$162,684
Expenses. Total of all expenses incurred	2014-12-31	$214,323
Benefits paid (including direct rollovers)	2014-12-31	$214,323
Total plan assets at end of year	2014-12-31	$1,293,714
Total plan assets at beginning of year	2014-12-31	$1,345,353
Value of fidelity bond covering the plan	2014-12-31	$60,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$162,684
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-51,639
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,293,714
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,345,353
Assets. Value of participant loans	2014-12-31	$0
Assets. Value of real-estate (other than employer real property)	2014-12-31	$70,000
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$282,673
Expenses. Total of all expenses incurred	2013-12-31	$81,635
Benefits paid (including direct rollovers)	2013-12-31	$81,635
Total plan assets at end of year	2013-12-31	$1,345,353
Total plan assets at beginning of year	2013-12-31	$1,144,315
Value of fidelity bond covering the plan	2013-12-31	$60,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$282,673
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$201,038
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,345,353
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,144,315
Assets. Value of participant loans	2013-12-31	$36
Assets. Value of real-estate (other than employer real property)	2013-12-31	$50,000
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$94,740
Expenses. Total of all expenses incurred	2012-12-31	$55,290
Benefits paid (including direct rollovers)	2012-12-31	$55,290
Total plan assets at end of year	2012-12-31	$1,144,315
Total plan assets at beginning of year	2012-12-31	$1,104,865
Value of fidelity bond covering the plan	2012-12-31	$60,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$94,740
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$39,450
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,144,315
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,104,865
Assets. Value of participant loans	2012-12-31	$4,581
Assets. Value of real-estate (other than employer real property)	2012-12-31	$50,000
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-12,043
Expenses. Total of all expenses incurred	2011-12-31	$171,092
Benefits paid (including direct rollovers)	2011-12-31	$117,708
Total plan assets at end of year	2011-12-31	$1,104,858
Total plan assets at beginning of year	2011-12-31	$1,287,993
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-12,043
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-183,135
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,104,858
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,287,993
Assets. Value of participant loans	2011-12-31	$10,207
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$53,384
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$-23,837
Expenses. Total of all expenses incurred	2010-12-31	$38,662
Benefits paid (including direct rollovers)	2010-12-31	$38,662
Total plan assets at end of year	2010-12-31	$1,287,993
Total plan assets at beginning of year	2010-12-31	$1,350,492
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$-23,837
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-62,499
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,287,993
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,350,492
Assets. Value of participant loans	2010-12-31	$68,672
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN

2023: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED 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	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED 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: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED 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: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED 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: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED 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: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED 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: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED 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: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BILL FARRIS INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

Insurance Providers Used on plan

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

0844-9857

Policy instance

Insurance contract or identification number	0844-9857
Number of Individuals Covered	2
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3
Insurance broker name	BILL FARRIS

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

0844-9857

Policy instance

Insurance contract or identification number	0844-9857
Number of Individuals Covered	2
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

0844-9894

Policy instance

Insurance contract or identification number	0844-9894
Number of Individuals Covered	2
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	BILL FARRIS

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Company Name:	BILL FARRIS INSURANCE AGENCY, INC.
Employer identification number (EIN):	591920528
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1979-05-21
Company Identification Number:	622388
Legal Registered Office Address:	390 CYPRESS GARDENS BLVD. WINTER HAVEN 33880