401k Plan data: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN plan

COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN
Plan identification number	001

COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COURTESY INSURANCE AGENCY has sponsored the creation of one or more 401k plans.

Company Name: COURTESY INSURANCE AGENCY

Employer identification number (EIN): 731078043

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KEVIN O'NEAL 2023-05-08
001 2021-01-01 KEVIN O'NEAL 2022-02-07
001 2020-01-01 KEVIN O'NEAL 2021-01-22
001 2019-01-01 KEVIN O'NEAL 2020-02-24
001 2018-01-01 KEVIN O'NEAL 2019-01-25
001 2017-01-01 KEVIN O'NEAL 2018-06-11
001 2016-01-01 KEVIN O'NEAL
001 2015-01-01 KEVIN O'NEAL
001 2014-01-01 KEVIN O'NEAL
001 2013-01-01 KEVIN O'NEAL
001 2012-01-01 LINDA RICE
001 2011-01-01 LINDA RICE
001 2010-01-01 LINDA RICE
001 2009-01-01 LINDA RICE MICHAEL ONEAL 2010-03-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KEVIN O'NEAL	2023-05-08
001	2021-01-01	KEVIN O'NEAL	2022-02-07
001	2020-01-01	KEVIN O'NEAL	2021-01-22
001	2019-01-01	KEVIN O'NEAL	2020-02-24
001	2018-01-01	KEVIN O'NEAL	2019-01-25
001	2017-01-01	KEVIN O'NEAL	2018-06-11
001	2016-01-01	KEVIN O'NEAL
001	2015-01-01	KEVIN O'NEAL
001	2014-01-01	KEVIN O'NEAL
001	2013-01-01	KEVIN O'NEAL
001	2012-01-01	LINDA RICE
001	2011-01-01	LINDA RICE
001	2010-01-01	LINDA RICE
001	2009-01-01	LINDA RICE		MICHAEL ONEAL	2010-03-30

Plan Statistics for COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
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 2
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
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 7
Total of all active and inactive participants 2015-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 23
Number of participants with account balances 2015-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 24
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 30
Number of participants with account balances 2014-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
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 5
Total of all active and inactive participants 2013-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 33
Number of participants with account balances 2013-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 25
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 3
Total of all active and inactive participants 2012-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 28
Number of participants with account balances 2012-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 27
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 2
Total of all active and inactive participants 2011-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 30
Number of participants with account balances 2011-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 27
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 31
Number of participants with account balances 2010-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 24
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 4
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
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	2
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
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	7
Total of all active and inactive participants	2015-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	23
Number of participants with account balances	2015-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	24
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	30
Number of participants with account balances	2014-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
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	5
Total of all active and inactive participants	2013-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	33
Number of participants with account balances	2013-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	25
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	3
Total of all active and inactive participants	2012-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	28
Number of participants with account balances	2012-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	27
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	2
Total of all active and inactive participants	2011-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	30
Number of participants with account balances	2011-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	27
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	31
Number of participants with account balances	2010-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	24
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	4
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$147,724
Expenses. Total of all expenses incurred	2016-12-31	$579,272
Benefits paid (including direct rollovers)	2016-12-31	$579,272
Total plan assets at end of year	2016-12-31	$1,016,474
Total plan assets at beginning of year	2016-12-31	$1,448,022
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$60,310
Other income received	2016-12-31	$45,943
Net income (gross income less expenses)	2016-12-31	$-431,548
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,016,474
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,448,022
Total contributions received or receivable from employer(s)	2016-12-31	$41,471
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$46,363
Expenses. Total of all expenses incurred	2015-12-31	$22,024
Benefits paid (including direct rollovers)	2015-12-31	$22,024
Total plan assets at end of year	2015-12-31	$1,448,022
Total plan assets at beginning of year	2015-12-31	$1,423,683
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$62,296
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-60,676
Net income (gross income less expenses)	2015-12-31	$24,339
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,448,022
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,423,683
Total contributions received or receivable from employer(s)	2015-12-31	$44,743
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$127,304
Expenses. Total of all expenses incurred	2014-12-31	$169,295
Benefits paid (including direct rollovers)	2014-12-31	$169,295
Total plan assets at end of year	2014-12-31	$1,423,683
Total plan assets at beginning of year	2014-12-31	$1,465,674
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$67,934
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$10,714
Net income (gross income less expenses)	2014-12-31	$-41,991
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,423,683
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,465,674
Total contributions received or receivable from employer(s)	2014-12-31	$48,656
Value of certain deemed distributions of participant loans	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 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	$277,213
Expenses. Total of all expenses incurred	2013-12-31	$39,728
Benefits paid (including direct rollovers)	2013-12-31	$39,728
Total plan assets at end of year	2013-12-31	$1,465,674
Total plan assets at beginning of year	2013-12-31	$1,228,189
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$78,491
Other income received	2013-12-31	$142,482
Net income (gross income less expenses)	2013-12-31	$237,485
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,465,674
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,228,189
Total contributions received or receivable from employer(s)	2013-12-31	$56,240
2012 : COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 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	$265,396
Expenses. Total of all expenses incurred	2012-12-31	$560,094
Benefits paid (including direct rollovers)	2012-12-31	$560,094
Total plan assets at end of year	2012-12-31	$1,228,189
Total plan assets at beginning of year	2012-12-31	$1,522,887
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$66,444
Other income received	2012-12-31	$146,548
Net income (gross income less expenses)	2012-12-31	$-294,698
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,228,189
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,522,887
Total contributions received or receivable from employer(s)	2012-12-31	$52,404
2011 : COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$58,283
Expenses. Total of all expenses incurred	2011-12-31	$4,915
Benefits paid (including direct rollovers)	2011-12-31	$4,915
Total plan assets at end of year	2011-12-31	$1,522,887
Total plan assets at beginning of year	2011-12-31	$1,469,519
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$108,465
Other income received	2011-12-31	$-101,743
Net income (gross income less expenses)	2011-12-31	$53,368
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,522,887
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,469,519
Total contributions received or receivable from employer(s)	2011-12-31	$51,561
2010 : COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$292,732
Expenses. Total of all expenses incurred	2010-12-31	$53,624
Benefits paid (including direct rollovers)	2010-12-31	$53,624
Total plan assets at end of year	2010-12-31	$1,469,519
Total plan assets at beginning of year	2010-12-31	$1,230,411
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$100,118
Other income received	2010-12-31	$145,497
Net income (gross income less expenses)	2010-12-31	$239,108
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,469,519
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,230,411
Total contributions received or receivable from employer(s)	2010-12-31	$47,117

Form 5500 Responses for COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

2016: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: COURTESY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-JR5B

Policy instance

Insurance contract or identification number	GAP-CP-JR5B
Number of Individuals Covered	15
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COURTESY INSURANCE AGENCY
Employer identification number (EIN):	731078043
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages