ATKINSON & ASSOCIATES INSURANCE, INC. has sponsored the creation of one or more 401k plans.
Additional information about ATKINSON & ASSOCIATES INSURANCE, INC.
Submission information for form 5500 for 401k plan ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2021: ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
| 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 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 5 |
| Number of participants with account balances | 2021-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) 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 | 2 |
| 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 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 6 |
| Number of participants with account balances | 2020-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
| 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 |
| Total participants | 2019-01-01 | 5 |
| Number of participants with account balances | 2019-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| 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 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 5 |
| Number of participants with account balances | 2018-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| 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 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 6 |
| Number of participants with account balances | 2017-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) 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 | 5 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| 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 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| 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 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 7 |
| Total participants | 2014-01-01 | 7 |
| Number of participants with account balances | 2014-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 8 |
| Total participants | 2013-01-01 | 8 |
| Number of participants with account balances | 2013-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 9 |
| Total participants | 2012-01-01 | 9 |
| Number of participants with account balances | 2012-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 9 |
| 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 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 9 |
| Number of participants with account balances | 2011-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| 2009: ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| 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 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 8 |
| Number of participants with account balances | 2009-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $133,147 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $40,470 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $40,395 |
| Total plan assets at end of year | 2021-12-31 | $749,361 |
| Total plan assets at beginning of year | 2021-12-31 | $656,684 |
| Total contributions received or receivable from participants | 2021-12-31 | $11,016 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $27,000 |
| Other income received | 2021-12-31 | $86,927 |
| Net income (gross income less expenses) | 2021-12-31 | $92,677 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $749,361 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $656,684 |
| Assets. Value of participant loans | 2021-12-31 | $15,969 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $8,204 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $75 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $145,845 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $80,000 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $80,000 |
| Total plan assets at end of year | 2020-12-31 | $656,684 |
| Total plan assets at beginning of year | 2020-12-31 | $590,839 |
| Total contributions received or receivable from participants | 2020-12-31 | $12,623 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $123,495 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $65,845 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $656,684 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $590,839 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $9,727 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $145,852 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $7,150 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $590,839 |
| Total plan assets at beginning of year | 2019-12-31 | $452,137 |
| Total contributions received or receivable from participants | 2019-12-31 | $10,791 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $127,214 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $138,702 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $590,839 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $452,137 |
| Assets. Value of participant loans | 2019-12-31 | $19,629 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $7,847 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $7,150 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-19,169 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $360,361 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $360,136 |
| Total plan assets at end of year | 2018-12-31 | $452,137 |
| Total plan assets at beginning of year | 2018-12-31 | $831,667 |
| Value of fidelity bond covering the plan | 2018-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $12,445 |
| Other income received | 2018-12-31 | $-39,716 |
| Net income (gross income less expenses) | 2018-12-31 | $-379,530 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $452,137 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $831,667 |
| Assets. Value of participant loans | 2018-12-31 | $35,349 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $8,102 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $225 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $151,065 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $38,984 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $21,203 |
| Total plan assets at end of year | 2017-12-31 | $831,667 |
| Total plan assets at beginning of year | 2017-12-31 | $719,586 |
| Value of fidelity bond covering the plan | 2017-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $18,302 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $132,763 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $112,081 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $831,667 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $719,586 |
| Assets. Value of participant loans | 2017-12-31 | $51,696 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $17,456 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $325 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $37,430 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,626 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $719,586 |
| Total plan assets at beginning of year | 2016-12-31 | $683,782 |
| Value of fidelity bond covering the plan | 2016-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $15,641 |
| Other income received | 2016-12-31 | $21,789 |
| Net income (gross income less expenses) | 2016-12-31 | $35,804 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $719,586 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $683,782 |
| Assets. Value of participant loans | 2016-12-31 | $36,173 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,626 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $28,035 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $9,350 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $9,350 |
| Total plan assets at end of year | 2015-12-31 | $683,782 |
| Total plan assets at beginning of year | 2015-12-31 | $665,097 |
| Value of fidelity bond covering the plan | 2015-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $16,299 |
| Other income received | 2015-12-31 | $11,736 |
| Net income (gross income less expenses) | 2015-12-31 | $18,685 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $683,782 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $665,097 |
| Assets. Value of participant loans | 2015-12-31 | $47,021 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $49,200 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $4,792 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $4,717 |
| Total plan assets at end of year | 2014-12-31 | $665,097 |
| Total plan assets at beginning of year | 2014-12-31 | $620,689 |
| Value of fidelity bond covering the plan | 2014-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $16,830 |
| Other income received | 2014-12-31 | $32,370 |
| Net income (gross income less expenses) | 2014-12-31 | $44,408 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $665,097 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $620,689 |
| Assets. Value of participant loans | 2014-12-31 | $50,495 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $75 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $117,642 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $620,689 |
| Total plan assets at beginning of year | 2013-12-31 | $503,047 |
| Value of fidelity bond covering the plan | 2013-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $14,173 |
| Other income received | 2013-12-31 | $103,469 |
| Net income (gross income less expenses) | 2013-12-31 | $117,642 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $620,689 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $503,047 |
| Assets. Value of participant loans | 2013-12-31 | $54,103 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $69,357 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $9,964 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $9,964 |
| Total plan assets at end of year | 2012-12-31 | $503,047 |
| Total plan assets at beginning of year | 2012-12-31 | $443,654 |
| Value of fidelity bond covering the plan | 2012-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $13,413 |
| Other income received | 2012-12-31 | $55,944 |
| Net income (gross income less expenses) | 2012-12-31 | $59,393 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $503,047 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $443,654 |
| Assets. Value of participant loans | 2012-12-31 | $57,367 |
| Total contributions received or receivable from employer(s) | 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 : ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $5,671 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $443,654 |
| Total plan assets at beginning of year | 2011-12-31 | $437,983 |
| Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $13,128 |
| Other income received | 2011-12-31 | $-7,457 |
| Net income (gross income less expenses) | 2011-12-31 | $5,671 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $443,654 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $437,983 |
| Assets. Value of participant loans | 2011-12-31 | $59,813 |
| Total contributions received or receivable from employer(s) | 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 : ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $51,441 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $11,938 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $11,788 |
| Total plan assets at end of year | 2010-12-31 | $437,983 |
| Total plan assets at beginning of year | 2010-12-31 | $398,480 |
| Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $8,712 |
| Other income received | 2010-12-31 | $42,729 |
| Net income (gross income less expenses) | 2010-12-31 | $39,503 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $437,983 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $398,480 |
| Assets. Value of participant loans | 2010-12-31 | $59,052 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $150 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : ATKINSON & ASSOCIATES 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 |
| 2021: ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | 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 – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ATKINSON & ASSOCIATES 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 | 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ATKINSON & ASSOCIATES 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ATKINSON & ASSOCIATES 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ATKINSON & ASSOCIATES 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ATKINSON & ASSOCIATES 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ATKINSON & ASSOCIATES 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ATKINSON & ASSOCIATES 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ATKINSON & ASSOCIATES 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 – 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: ATKINSON & ASSOCIATES 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 – 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 |
| 2009: ATKINSON & ASSOCIATES 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 |
