401k Plan data: ROSS & YERGER INSURANCE, INC. KSOP plan

ROSS & YERGER INSURANCE, INC. KSOP 401k Plan overview

Plan Name	ROSS & YERGER INSURANCE, INC. KSOP
Plan identification number	004

ROSS & YERGER INSURANCE, INC. KSOP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

ROSS & YERGER INSURANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROSS & YERGER INSURANCE, INC.

Employer identification number (EIN): 640947389

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSS & YERGER INSURANCE, INC. KSOP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 JENNIFER COLLINS
004 2016-01-01 JENNIFER COLLINS
004 2015-01-01 JENNIFER COLLINS
004 2014-01-01 JENNIFER COLLINS
004 2013-01-01 DEMETRIA T. BOUCHILLON
004 2012-01-01 DEMETRIA T. BOUCHILLON
004 2011-01-01 DEMETRIA T. BOUCHILLON
004 2010-01-01 DEMETRIA T. BOUCHILLON
004 2009-01-01 DIANE BOUCHILLON

Plan Statistics for ROSS & YERGER INSURANCE, INC. KSOP

401k plan membership statisitcs for ROSS & YERGER INSURANCE, INC. KSOP

Measure Date Value
2022: ROSS & YERGER INSURANCE, INC. KSOP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 139
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 18
Total of all active and inactive participants 2022-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 157
Number of participants with account balances 2022-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: ROSS & YERGER INSURANCE, INC. KSOP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 118
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 121
Number of participants with account balances 2021-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: ROSS & YERGER INSURANCE, INC. KSOP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 108
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 17
Total of all active and inactive participants 2020-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 126
Number of participants with account balances 2020-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: ROSS & YERGER INSURANCE, INC. KSOP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 107
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 8
Total of all active and inactive participants 2019-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 117
Number of participants with account balances 2019-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: ROSS & YERGER INSURANCE, INC. KSOP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 106
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 116
Number of participants with account balances 2018-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: ROSS & YERGER INSURANCE, INC. KSOP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 102
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 9
Total of all active and inactive participants 2017-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 111
Number of participants with account balances 2017-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROSS & YERGER INSURANCE, INC. KSOP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 97
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 5
Total of all active and inactive participants 2016-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 102
Number of participants with account balances 2016-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: ROSS & YERGER INSURANCE, INC. KSOP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 93
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 12
Total of all active and inactive participants 2015-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 105
Number of participants with account balances 2015-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: ROSS & YERGER INSURANCE, INC. KSOP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 91
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 94
Number of participants with account balances 2014-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROSS & YERGER INSURANCE, INC. KSOP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 87
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 8
Total of all active and inactive participants 2013-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 95
Number of participants with account balances 2013-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROSS & YERGER INSURANCE, INC. KSOP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 84
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 20
Total of all active and inactive participants 2012-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 104
Number of participants with account balances 2012-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: ROSS & YERGER INSURANCE, INC. KSOP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 77
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 95
Number of participants with account balances 2011-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: ROSS & YERGER INSURANCE, INC. KSOP 2010 401k membership
Total participants, beginning-of-year 2010-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 77
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 13
Total of all active and inactive participants 2010-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 91
Number of participants with account balances 2010-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ROSS & YERGER INSURANCE, INC. KSOP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 82
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 6
Total of all active and inactive participants 2009-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 88
Number of participants with account balances 2009-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2022: ROSS & YERGER INSURANCE, INC. KSOP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	139
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	18
Total of all active and inactive participants	2022-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	157
Number of participants with account balances	2022-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: ROSS & YERGER INSURANCE, INC. KSOP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	118
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	121
Number of participants with account balances	2021-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: ROSS & YERGER INSURANCE, INC. KSOP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	108
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	126
Number of participants with account balances	2020-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: ROSS & YERGER INSURANCE, INC. KSOP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	107
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	8
Total of all active and inactive participants	2019-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	117
Number of participants with account balances	2019-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: ROSS & YERGER INSURANCE, INC. KSOP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	106
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	116
Number of participants with account balances	2018-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: ROSS & YERGER INSURANCE, INC. KSOP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	102
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	9
Total of all active and inactive participants	2017-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	111
Number of participants with account balances	2017-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROSS & YERGER INSURANCE, INC. KSOP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	97
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	5
Total of all active and inactive participants	2016-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	102
Number of participants with account balances	2016-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: ROSS & YERGER INSURANCE, INC. KSOP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	93
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	12
Total of all active and inactive participants	2015-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	105
Number of participants with account balances	2015-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: ROSS & YERGER INSURANCE, INC. KSOP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	91
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	94
Number of participants with account balances	2014-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROSS & YERGER INSURANCE, INC. KSOP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	87
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	8
Total of all active and inactive participants	2013-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	95
Number of participants with account balances	2013-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROSS & YERGER INSURANCE, INC. KSOP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	84
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	20
Total of all active and inactive participants	2012-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	104
Number of participants with account balances	2012-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: ROSS & YERGER INSURANCE, INC. KSOP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	77
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	95
Number of participants with account balances	2011-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: ROSS & YERGER INSURANCE, INC. KSOP 2010 401k membership
Total participants, beginning-of-year	2010-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	77
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	13
Total of all active and inactive participants	2010-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	91
Number of participants with account balances	2010-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ROSS & YERGER INSURANCE, INC. KSOP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	82
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	6
Total of all active and inactive participants	2009-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	88
Number of participants with account balances	2009-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on ROSS & YERGER INSURANCE, INC. KSOP

Measure	Date	Value
2022 : ROSS & YERGER INSURANCE, INC. KSOP 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$2,176,388
Total unrealized appreciation/depreciation of assets	2022-12-31	$2,176,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$752,487
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$10,462,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$10,400,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,030,136
Value of total assets at end of year	2022-12-31	$65,553,605
Value of total assets at beginning of year	2022-12-31	$75,263,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$62,079
Total interest from all sources	2022-12-31	$87,214
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,740,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,036,853
Participant contributions at end of year	2022-12-31	$74,307
Participant contributions at beginning of year	2022-12-31	$82,639
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$341,718
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$772,405
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$590,773
Total non interest bearing cash at end of year	2022-12-31	$208
Total non interest bearing cash at beginning of year	2022-12-31	$12,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-9,710,178
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$65,553,605
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$75,263,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$62,079
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$37,608,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$44,435,499
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$87,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,281,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$26,613,355
Assets. Invements in employer securities at beginning of year	2022-12-31	$29,701,385
Contributions received in cash from employer	2022-12-31	$651,565
Employer contributions (assets) at end of year	2022-12-31	$484,789
Employer contributions (assets) at beginning of year	2022-12-31	$440,946
Income. Dividends from common stock	2022-12-31	$2,740,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$10,400,586
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Qualified
Accountancy firm name	2022-12-31	HOME CPA
Accountancy firm EIN	2022-12-31	201941244
2021 : ROSS & YERGER INSURANCE, INC. KSOP 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$2,218,107
Total unrealized appreciation/depreciation of assets	2021-12-31	$2,218,107
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$11,557,772
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,111,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,042,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,846,473
Value of total assets at end of year	2021-12-31	$75,263,783
Value of total assets at beginning of year	2021-12-31	$64,817,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$68,862
Total interest from all sources	2021-12-31	$115,565
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,333,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$902,006
Participant contributions at end of year	2021-12-31	$82,639
Participant contributions at beginning of year	2021-12-31	$62,261
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$353,307
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$590,773
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$705,350
Total non interest bearing cash at end of year	2021-12-31	$12,541
Total non interest bearing cash at beginning of year	2021-12-31	$55,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$10,445,937
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$75,263,783
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$64,817,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$68,862
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$44,435,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$36,421,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$115,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,044,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$29,701,385
Assets. Invements in employer securities at beginning of year	2021-12-31	$27,358,293
Contributions received in cash from employer	2021-12-31	$591,160
Employer contributions (assets) at end of year	2021-12-31	$440,946
Employer contributions (assets) at beginning of year	2021-12-31	$214,372
Income. Dividends from common stock	2021-12-31	$3,333,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,042,973
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Qualified
Accountancy firm name	2021-12-31	HOME CPA
Accountancy firm EIN	2021-12-31	201941244
2020 : ROSS & YERGER INSURANCE, INC. KSOP 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$2,706,478
Total unrealized appreciation/depreciation of assets	2020-12-31	$2,706,478
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$10,833,995
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,991,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,967,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,338,370
Value of total assets at end of year	2020-12-31	$64,817,846
Value of total assets at beginning of year	2020-12-31	$57,975,817
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$24,248
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,191,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$52,219
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$798,461
Participant contributions at end of year	2020-12-31	$62,261
Participant contributions at beginning of year	2020-12-31	$52,224
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,932
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$705,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$569,030
Total non interest bearing cash at end of year	2020-12-31	$55,841
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$126,088
Value of net income/loss	2020-12-31	$6,842,029
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$64,817,846
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$57,975,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$23,183
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$36,421,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$31,735,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,598,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$27,358,293
Assets. Invements in employer securities at beginning of year	2020-12-31	$25,252,210
Contributions received in cash from employer	2020-12-31	$410,889
Employer contributions (assets) at end of year	2020-12-31	$214,372
Employer contributions (assets) at beginning of year	2020-12-31	$366,417
Income. Dividends from common stock	2020-12-31	$3,138,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,967,718
Contract administrator fees	2020-12-31	$1,065
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Qualified
Accountancy firm name	2020-12-31	HOME CPA
Accountancy firm EIN	2020-12-31	201941244
2019 : ROSS & YERGER INSURANCE, INC. KSOP 2019 401k financial data
Total income from all sources	2019-12-31	$9,425,040
Expenses. Total of all expenses incurred	2019-12-31	$4,594,092
Benefits paid (including direct rollovers)	2019-12-31	$4,556,575
Total plan assets at end of year	2019-12-31	$57,975,817
Total plan assets at beginning of year	2019-12-31	$53,144,869
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$736,512
Contributions received from other sources (not participants or employers)	2019-12-31	$42,259
Other income received	2019-12-31	$8,154,510
Net income (gross income less expenses)	2019-12-31	$4,830,948
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$57,975,817
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$53,144,869
Assets. Value of employer securities	2019-12-31	$25,252,210
Total contributions received or receivable from employer(s)	2019-12-31	$491,759
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$37,517
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ROSS & YERGER INSURANCE, INC. KSOP 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$3,943,920
Expenses. Total of all expenses incurred	2018-12-31	$4,509,551
Benefits paid (including direct rollovers)	2018-12-31	$4,479,581
Total plan assets at end of year	2018-12-31	$53,144,869
Total plan assets at beginning of year	2018-12-31	$53,710,500
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$694,336
Contributions received from other sources (not participants or employers)	2018-12-31	$52,122
Other income received	2018-12-31	$2,732,811
Noncash contributions received	2018-12-31	$128,196
Net income (gross income less expenses)	2018-12-31	$-565,631
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$53,144,869
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$53,710,500
Assets. Value of employer securities	2018-12-31	$24,555,911
Total contributions received or receivable from employer(s)	2018-12-31	$336,455
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$29,970
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ROSS & YERGER INSURANCE, INC. KSOP 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	$9,653,764
Expenses. Total of all expenses incurred	2017-12-31	$2,285,879
Benefits paid (including direct rollovers)	2017-12-31	$2,254,357
Total plan assets at end of year	2017-12-31	$53,710,500
Total plan assets at beginning of year	2017-12-31	$46,342,615
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$635,316
Contributions received from other sources (not participants or employers)	2017-12-31	$110,607
Other income received	2017-12-31	$8,476,228
Noncash contributions received	2017-12-31	$117,549
Net income (gross income less expenses)	2017-12-31	$7,367,885
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$53,710,500
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$46,342,615
Assets. Value of employer securities	2017-12-31	$24,588,003
Total contributions received or receivable from employer(s)	2017-12-31	$314,064
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$31,522
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ROSS & YERGER INSURANCE, INC. KSOP 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$4,518,234
Expenses. Total of all expenses incurred	2016-12-31	$3,081,262
Benefits paid (including direct rollovers)	2016-12-31	$3,032,908
Total plan assets at end of year	2016-12-31	$46,342,615
Total plan assets at beginning of year	2016-12-31	$44,905,643
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$589,140
Contributions received from other sources (not participants or employers)	2016-12-31	$70,097
Other income received	2016-12-31	$3,477,278
Noncash contributions received	2016-12-31	$104,895
Net income (gross income less expenses)	2016-12-31	$1,436,972
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$46,342,615
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$44,905,643
Assets. Value of employer securities	2016-12-31	$23,423,316
Total contributions received or receivable from employer(s)	2016-12-31	$276,824
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$48,354
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ROSS & YERGER INSURANCE, INC. KSOP 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$3,722,466
Expenses. Total of all expenses incurred	2015-12-31	$733,592
Benefits paid (including direct rollovers)	2015-12-31	$694,860
Total plan assets at end of year	2015-12-31	$44,905,643
Total plan assets at beginning of year	2015-12-31	$41,916,769
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$568,276
Contributions received from other sources (not participants or employers)	2015-12-31	$23,136
Other income received	2015-12-31	$2,762,093
Noncash contributions received	2015-12-31	$100,909
Net income (gross income less expenses)	2015-12-31	$2,988,874
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$44,905,643
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$41,916,769
Assets. Value of employer securities	2015-12-31	$23,563,265
Total contributions received or receivable from employer(s)	2015-12-31	$268,052
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$38,732
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ROSS & YERGER INSURANCE, INC. KSOP 2014 401k financial data
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	$7,083,782
Expenses. Total of all expenses incurred	2014-12-31	$3,145,707
Benefits paid (including direct rollovers)	2014-12-31	$3,078,264
Total plan assets at end of year	2014-12-31	$41,916,769
Total plan assets at beginning of year	2014-12-31	$37,978,694
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$515,801
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$34,925
Other income received	2014-12-31	$6,186,569
Noncash contributions received	2014-12-31	$95,631
Net income (gross income less expenses)	2014-12-31	$3,938,075
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$41,916,769
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$37,978,694
Assets. Value of employer securities	2014-12-31	$22,263,444
Total contributions received or receivable from employer(s)	2014-12-31	$250,856
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$67,443
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ROSS & YERGER INSURANCE, INC. KSOP 2013 401k financial data
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	$6,693,113
Expenses. Total of all expenses incurred	2013-12-31	$1,297,154
Benefits paid (including direct rollovers)	2013-12-31	$1,241,105
Total plan assets at end of year	2013-12-31	$37,978,694
Total plan assets at beginning of year	2013-12-31	$32,582,735
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$497,396
Contributions received from other sources (not participants or employers)	2013-12-31	$88,204
Other income received	2013-12-31	$5,789,013
Noncash contributions received	2013-12-31	$89,035
Net income (gross income less expenses)	2013-12-31	$5,395,959
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$37,978,694
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$32,582,735
Assets. Value of employer securities	2013-12-31	$21,260,336
Total contributions received or receivable from employer(s)	2013-12-31	$229,465
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$56,049
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ROSS & YERGER INSURANCE, INC. KSOP 2012 401k financial data
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	$6,175,747
Expenses. Total of all expenses incurred	2012-12-31	$4,522,514
Benefits paid (including direct rollovers)	2012-12-31	$4,468,568
Total plan assets at end of year	2012-12-31	$32,582,735
Total plan assets at beginning of year	2012-12-31	$30,929,502
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$462,976
Contributions received from other sources (not participants or employers)	2012-12-31	$28,694
Other income received	2012-12-31	$5,379,580
Noncash contributions received	2012-12-31	$83,090
Net income (gross income less expenses)	2012-12-31	$1,653,233
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$32,582,735
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$30,929,502
Assets. Value of employer securities	2012-12-31	$20,072,462
Total contributions received or receivable from employer(s)	2012-12-31	$221,407
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$53,946
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROSS & YERGER INSURANCE, INC. KSOP 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total income from all sources	2011-12-31	$4,027,478
Expenses. Total of all expenses incurred	2011-12-31	$798,673
Benefits paid (including direct rollovers)	2011-12-31	$720,447
Total plan assets at end of year	2011-12-31	$30,929,502
Total plan assets at beginning of year	2011-12-31	$27,700,697
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$434,325
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$3,252,839
Noncash contributions received	2011-12-31	$158,055
Net income (gross income less expenses)	2011-12-31	$3,228,805
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$30,929,502
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$27,700,697
Assets. Value of employer securities	2011-12-31	$19,436,486
Total contributions received or receivable from employer(s)	2011-12-31	$182,259
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$78,226
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROSS & YERGER INSURANCE, INC. KSOP 2010 401k financial data
Total income from all sources	2010-12-31	$4,404,255
Expenses. Total of all expenses incurred	2010-12-31	$2,384,951
Benefits paid (including direct rollovers)	2010-12-31	$2,275,951
Total plan assets at end of year	2010-12-31	$27,700,697
Total plan assets at beginning of year	2010-12-31	$25,681,393
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$413,001
Contributions received from other sources (not participants or employers)	2010-12-31	$16,360
Other income received	2010-12-31	$3,698,314
Noncash contributions received	2010-12-31	$78,324
Net income (gross income less expenses)	2010-12-31	$2,019,304
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$27,700,697
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$25,681,393
Assets. Value of employer securities	2010-12-31	$17,592,363
Total contributions received or receivable from employer(s)	2010-12-31	$198,256
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$109,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ROSS & YERGER INSURANCE, INC. KSOP 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ROSS & YERGER INSURANCE, INC. KSOP

2022: ROSS & YERGER INSURANCE, INC. KSOP 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: ROSS & YERGER INSURANCE, INC. KSOP 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: ROSS & YERGER INSURANCE, INC. KSOP 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: ROSS & YERGER INSURANCE, INC. KSOP 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: ROSS & YERGER INSURANCE, INC. KSOP 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: ROSS & YERGER INSURANCE, INC. KSOP 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: ROSS & YERGER INSURANCE, INC. KSOP 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: ROSS & YERGER INSURANCE, INC. KSOP 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: ROSS & YERGER INSURANCE, INC. KSOP 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: ROSS & YERGER INSURANCE, INC. KSOP 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: ROSS & YERGER INSURANCE, INC. KSOP 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: ROSS & YERGER INSURANCE, INC. KSOP 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: ROSS & YERGER INSURANCE, INC. KSOP 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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: ROSS & YERGER INSURANCE, INC. KSOP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROSS & YERGER INSURANCE, INC.
Employer identification number (EIN):	640947389
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages