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GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 401k Plan overview

Plan NameGUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR
Plan identification number 001

GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

GUY EZZELL AGENCY INC. has sponsored the creation of one or more 401k plans.

Company Name:GUY EZZELL AGENCY INC.
Employer identification number (EIN):610507236
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DOUG EZZELL2023-01-04
0012021-01-01DOUG EZZELL2022-01-10
0012020-01-01DOUG EZZELL2021-01-25
0012019-01-01DOUG EZZELL2020-01-04
0012018-01-01JEAN E PAULSON
0012017-01-01R DOUGLAS EZZELL
0012016-01-01SHEILA ONKST
0012015-01-01SHEILA ONKST
0012014-01-01SHEILA ONKST
0012013-01-01SHEILA ONKST
0012012-01-01SHEILA ONKST
0012011-01-01SHEILA ONKST
0012010-01-01SHEILA ONKST
0012009-01-01SHEILA ONKST

Plan Statistics for GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR

401k plan membership statisitcs for GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR

Measure Date Value
2018: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
Number of participants with account balances2017-01-013
2016: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-014
2015: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Number of participants with account balances2014-01-014
2013: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2010: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
Number of participants with account balances2010-01-014
2009: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-015
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-014

Financial Data on GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR

Measure Date Value
2018 : GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2018 401k financial data
Total income from all sources2018-12-31$-9,399
Expenses. Total of all expenses incurred2018-12-31$344,081
Benefits paid (including direct rollovers)2018-12-31$341,737
Total plan assets at end of year2018-12-31$518,711
Total plan assets at beginning of year2018-12-31$872,191
Value of fidelity bond covering the plan2018-12-31$100,000
Other income received2018-12-31$-38,708
Net income (gross income less expenses)2018-12-31$-353,480
Net plan assets at end of year (total assets less liabilities)2018-12-31$518,711
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$872,191
Total contributions received or receivable from employer(s)2018-12-31$29,309
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,344
2017 : GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2017 401k financial data
Total income from all sources2017-12-31$145,127
Expenses. Total of all expenses incurred2017-12-31$144,387
Benefits paid (including direct rollovers)2017-12-31$141,534
Total plan assets at end of year2017-12-31$872,191
Total plan assets at beginning of year2017-12-31$871,451
Value of fidelity bond covering the plan2017-12-31$100,000
Other income received2017-12-31$110,507
Net income (gross income less expenses)2017-12-31$740
Net plan assets at end of year (total assets less liabilities)2017-12-31$872,191
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$871,451
Total contributions received or receivable from employer(s)2017-12-31$34,620
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,853
2016 : GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2016 401k financial data
Total income from all sources2016-12-31$94,793
Expenses. Total of all expenses incurred2016-12-31$2,746
Total plan assets at end of year2016-12-31$871,451
Total plan assets at beginning of year2016-12-31$779,404
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$46,972
Net income (gross income less expenses)2016-12-31$92,047
Net plan assets at end of year (total assets less liabilities)2016-12-31$871,451
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$779,404
Total contributions received or receivable from employer(s)2016-12-31$47,821
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,746
2015 : GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2015 401k financial data
Total income from all sources2015-12-31$21,151
Expenses. Total of all expenses incurred2015-12-31$2,694
Total plan assets at end of year2015-12-31$779,404
Total plan assets at beginning of year2015-12-31$760,947
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$-26,974
Net income (gross income less expenses)2015-12-31$18,457
Net plan assets at end of year (total assets less liabilities)2015-12-31$779,404
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$760,947
Total contributions received or receivable from employer(s)2015-12-31$48,125
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,694
2014 : GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2014 401k financial data
Total income from all sources2014-12-31$65,694
Expenses. Total of all expenses incurred2014-12-31$2,562
Total plan assets at end of year2014-12-31$760,947
Total plan assets at beginning of year2014-12-31$697,815
Value of fidelity bond covering the plan2014-12-31$100,000
Other income received2014-12-31$19,106
Net income (gross income less expenses)2014-12-31$63,132
Net plan assets at end of year (total assets less liabilities)2014-12-31$760,947
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$697,815
Total contributions received or receivable from employer(s)2014-12-31$46,588
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,562
2013 : GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2013 401k financial data
Total income from all sources2013-12-31$114,168
Expenses. Total of all expenses incurred2013-12-31$2,347
Total plan assets at end of year2013-12-31$697,815
Total plan assets at beginning of year2013-12-31$585,994
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$70,196
Net income (gross income less expenses)2013-12-31$111,821
Net plan assets at end of year (total assets less liabilities)2013-12-31$697,815
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$585,994
Total contributions received or receivable from employer(s)2013-12-31$43,972
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,347
2012 : GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2012 401k financial data
Total income from all sources2012-12-31$110,782
Expenses. Total of all expenses incurred2012-12-31$67
Total plan assets at end of year2012-12-31$585,994
Total plan assets at beginning of year2012-12-31$475,279
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$67,966
Net income (gross income less expenses)2012-12-31$110,715
Net plan assets at end of year (total assets less liabilities)2012-12-31$585,994
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$475,279
Total contributions received or receivable from employer(s)2012-12-31$42,816
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$67
2011 : GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2011 401k financial data
Total income from all sources2011-12-31$37,116
Total plan assets at end of year2011-12-31$475,279
Total plan assets at beginning of year2011-12-31$438,163
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$-6,634
Net income (gross income less expenses)2011-12-31$37,116
Net plan assets at end of year (total assets less liabilities)2011-12-31$475,279
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$438,163
Total contributions received or receivable from employer(s)2011-12-31$43,750
2010 : GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2010 401k financial data
Total income from all sources2010-12-31$88,748
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$438,163
Total plan assets at beginning of year2010-12-31$349,415
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$44,228
Net income (gross income less expenses)2010-12-31$88,748
Net plan assets at end of year (total assets less liabilities)2010-12-31$438,163
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$349,415
Total contributions received or receivable from employer(s)2010-12-31$44,520
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR

2018: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GUY EZZELL AGENCY INC., PROFIT SHARING PLAN AND TR 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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