401k Plan data: ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST plan

ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST
Plan identification number	001

ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

ADAMS INSURANCE SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name: ADAMS INSURANCE SERVICE, INC.

Employer identification number (EIN): 742207534

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 NORMAN ADAMS 2012-12-28
001 2011-01-01 NORMAN ADAMS
001 2010-01-01 NORMAN ADAMS
001 2009-01-01 NORMAN ADAMS
001 2008-01-01 NORMAN ADAMS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2012-01-01	NORMAN ADAMS	2012-12-28
001	2011-01-01	NORMAN ADAMS
001	2010-01-01	NORMAN ADAMS
001	2009-01-01	NORMAN ADAMS
001	2008-01-01	NORMAN ADAMS

Plan Statistics for ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2011: ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 26
Number of retired or separated participants receiving benefits 2011-01-01 4
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 32
Total participants 2011-01-01 32
Number of participants with account balances 2011-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST 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 29
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 32
Total participants 2010-01-01 32
Number of participants with account balances 2010-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 28
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 31
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year 2008-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 30
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 2
Total of all active and inactive participants 2008-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 32
Number of participants with account balances 2008-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 1

Measure	Date	Value
2011: ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	26
Number of retired or separated participants receiving benefits	2011-01-01	4
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	32
Total participants	2011-01-01	32
Number of participants with account balances	2011-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST 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	29
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	32
Total participants	2010-01-01	32
Number of participants with account balances	2010-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	28
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	31
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year	2008-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	30
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	2
Total of all active and inactive participants	2008-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	32
Number of participants with account balances	2008-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	1

Financial Data on ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2011 : ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST 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	$-26,162
Expenses. Total of all expenses incurred	2011-12-31	$87,196
Benefits paid (including direct rollovers)	2011-12-31	$75,115
Total plan assets at end of year	2011-12-31	$1,127,648
Total plan assets at beginning of year	2011-12-31	$1,241,006
Value of fidelity bond covering the plan	2011-12-31	$2,000,000
Other income received	2011-12-31	$-85,295
Net income (gross income less expenses)	2011-12-31	$-113,358
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,127,648
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,241,006
Total contributions received or receivable from employer(s)	2011-12-31	$59,133
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$12,081
2010 : ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$59,922
Expenses. Total of all expenses incurred	2010-12-31	$22,806
Benefits paid (including direct rollovers)	2010-12-31	$6,946
Total plan assets at end of year	2010-12-31	$1,241,006
Total plan assets at beginning of year	2010-12-31	$1,203,890
Value of fidelity bond covering the plan	2010-12-31	$2,000,000
Other income received	2010-12-31	$59,922
Net income (gross income less expenses)	2010-12-31	$37,116
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,241,006
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,203,890
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$15,860

Form 5500 Responses for ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST

2011: ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST 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 - Trust	Yes
2010: ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST 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 - Trust	Yes
2009: ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST 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 - Trust	Yes
2008: ADAMS INSURANCE SERVICE, INC. PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	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

01-5798485

Policy instance

Insurance contract or identification number	01-5798485
Number of Individuals Covered	32
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of fees paid to insurance company	USD $10,867
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

01-5798485

Policy instance

Insurance contract or identification number	01-5798485
Number of Individuals Covered	32
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of fees paid to insurance company	USD $10,815
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	10815
Additional information about fees paid to insurance broker	ADVISORY FEES
Insurance broker organization code?	7
Insurance broker name	SOSNOWY INVESTMENT MANAGEMENT CO.

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ADAMS INSURANCE SERVICE, INC.
Employer identification number (EIN):	742207534
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages