401k Plan data: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN plan

ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 401k Plan overview

Plan Name	ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN
Plan identification number	002

ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

ENGLE & ASSOCIATES INSURANCE BROKERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ENGLE & ASSOCIATES INSURANCE BROKERS, INC.

Employer identification number (EIN): 770561064

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 CHRIS HORNE 2024-10-09
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 WALTER SCOTT ENGLE III 2019-08-26
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01 WALTER SCOTT ENGLE III
002 2012-01-01 WALTER SCOTT ENGLE III
002 2011-01-01 WALTER SCOTT ENGLE III
002 2010-01-01 DOUGLAS S. HENDRY
002 2009-01-01 DOUGLAS S. HENDRY

Plan Statistics for ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN

401k plan membership statisitcs for ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN

Measure Date Value
2025: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-17 11
Total number of particpants at end of year 2025-07-17 12
Number of Participants With Account Balances 2025-07-17 12
2024: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-09 10
Total number of particpants at end of year 2024-10-09 11
Number of Participants With Account Balances 2024-10-09 10
2018: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 13
Number of participants with account balances 2018-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
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 1
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
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 12
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
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 1
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
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 0
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
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 0
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-17	11
Total number of particpants at end of year	2025-07-17	12
Number of Participants With Account Balances	2025-07-17	12
2024: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-09	10
Total number of particpants at end of year	2024-10-09	11
Number of Participants With Account Balances	2024-10-09	10
2018: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	13
Number of participants with account balances	2018-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
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	1
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
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	12
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
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	1
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
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	0
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
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	0
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN

Measure	Date	Value
2025 : ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-17	0
Total expenses incurred by plan in this plan year	2025-07-17	14713
Net assets as of the end of the plan year	2025-07-17	1171816
Total assets as of the beginning of the plan year	2025-07-17	985315
Value of plan covered by a fidelity bond	2025-07-17	100000
Participant contributions to plan in this plan year	2025-07-17	66516
Value of participant loans at end of plan year	2025-07-17	7278
Other contributions to plan in this plan year	2025-07-17	0
Other income to plan in this plan year	2025-07-17	108433
Plan net income in this plan year	2025-07-17	186501
Net assets as of the end of the plan year	2025-07-17	1171816
Net assets as of the beginning of the plan year	2025-07-17	985315
Value of contributions failed to transmitted timely	2025-07-17	0
Employer contributions to plan in this plan year	2025-07-17	26265
Fees paid to broker by Benefit Provider	2025-07-17	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-17	6800
2024 : ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-09	0
Total expenses incurred by plan in this plan year	2024-10-09	33808
Net assets as of the end of the plan year	2024-10-09	985315
Total assets as of the beginning of the plan year	2024-10-09	800492
Value of plan covered by a fidelity bond	2024-10-09	90000
Participant contributions to plan in this plan year	2024-10-09	69988
Value of participant loans at end of plan year	2024-10-09	10432
Other contributions to plan in this plan year	2024-10-09	0
Other income to plan in this plan year	2024-10-09	125412
Plan net income in this plan year	2024-10-09	184823
Net assets as of the end of the plan year	2024-10-09	985315
Net assets as of the beginning of the plan year	2024-10-09	800492
Value of contributions failed to transmitted timely	2024-10-09	275
Employer contributions to plan in this plan year	2024-10-09	23231
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-09	3794
2018 : ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$66,348
Expenses. Total of all expenses incurred	2018-12-31	$1,897
Total plan assets at end of year	2018-12-31	$731,176
Total plan assets at beginning of year	2018-12-31	$666,725
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$32,975
Assets. Value of loans (other than to participants)	2018-12-31	$69,191
Other income received	2018-12-31	$11,771
Net income (gross income less expenses)	2018-12-31	$64,451
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$731,176
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$666,725
Assets. Value of participant loans	2018-12-31	$7,214
Assets. Value of real-estate (other than employer real property)	2018-12-31	$104,500
Total contributions received or receivable from employer(s)	2018-12-31	$21,602
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,897
2017 : ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$106,312
Expenses. Total of all expenses incurred	2017-12-31	$12,253
Benefits paid (including direct rollovers)	2017-12-31	$10,632
Total plan assets at end of year	2017-12-31	$666,725
Total plan assets at beginning of year	2017-12-31	$572,666
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$31,250
Assets. Value of loans (other than to participants)	2017-12-31	$69,533
Other income received	2017-12-31	$57,074
Net income (gross income less expenses)	2017-12-31	$94,059
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$666,725
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$572,666
Assets. Value of participant loans	2017-12-31	$13,281
Assets. Value of real-estate (other than employer real property)	2017-12-31	$104,500
Total contributions received or receivable from employer(s)	2017-12-31	$17,988
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,621
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$67,152
Expenses. Total of all expenses incurred	2016-12-31	$2,076
Benefits paid (including direct rollovers)	2016-12-31	$218
Total plan assets at end of year	2016-12-31	$572,666
Total plan assets at beginning of year	2016-12-31	$507,590
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$27,200
Assets. Value of loans (other than to participants)	2016-12-31	$125,550
Other income received	2016-12-31	$21,939
Net income (gross income less expenses)	2016-12-31	$65,076
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$572,666
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$507,590
Assets. Value of participant loans	2016-12-31	$12,213
Assets. Value of real-estate (other than employer real property)	2016-12-31	$104,500
Total contributions received or receivable from employer(s)	2016-12-31	$18,013
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,858
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$33,281
Expenses. Total of all expenses incurred	2015-12-31	$1,228
Total plan assets at end of year	2015-12-31	$507,590
Total plan assets at beginning of year	2015-12-31	$475,537
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$5,800
Assets. Value of loans (other than to participants)	2015-12-31	$56,211
Other income received	2015-12-31	$10,493
Net income (gross income less expenses)	2015-12-31	$32,053
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$507,590
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$475,537
Assets. Value of participant loans	2015-12-31	$17,174
Assets. Value of real-estate (other than employer real property)	2015-12-31	$104,500
Total contributions received or receivable from employer(s)	2015-12-31	$16,988
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,228
2014 : ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$43,048
Expenses. Total of all expenses incurred	2014-12-31	$1,521
Total plan assets at end of year	2014-12-31	$475,537
Total plan assets at beginning of year	2014-12-31	$434,010
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$3,350
Assets. Value of loans (other than to participants)	2014-12-31	$109,574
Other income received	2014-12-31	$26,052
Net income (gross income less expenses)	2014-12-31	$41,527
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$475,537
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$434,010
Assets. Value of participant loans	2014-12-31	$1,886
Assets. Value of real-estate (other than employer real property)	2014-12-31	$106,000
Total contributions received or receivable from employer(s)	2014-12-31	$13,646
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,521
2013 : ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-57,410
Expenses. Total of all expenses incurred	2013-12-31	$7,056
Total plan assets at end of year	2013-12-31	$434,010
Total plan assets at beginning of year	2013-12-31	$498,476
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$66,500
Assets. Value of loans (other than to participants)	2013-12-31	$112,241
Other income received	2013-12-31	$-137,376
Net income (gross income less expenses)	2013-12-31	$-64,466
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$434,010
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$498,476
Assets. Value of participant loans	2013-12-31	$12,864
Assets. Value of real-estate (other than employer real property)	2013-12-31	$105,000
Total contributions received or receivable from employer(s)	2013-12-31	$13,466
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,056
2012 : ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$72,036
Expenses. Total of all expenses incurred	2012-12-31	$871
Total plan assets at end of year	2012-12-31	$498,476
Total plan assets at beginning of year	2012-12-31	$427,311
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$24,750
Assets. Value of loans (other than to participants)	2012-12-31	$198,500
Other income received	2012-12-31	$37,061
Net income (gross income less expenses)	2012-12-31	$71,165
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$498,476
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$427,311
Assets. Value of participant loans	2012-12-31	$23,282
Assets. Value of real-estate (other than employer real property)	2012-12-31	$105,000
Total contributions received or receivable from employer(s)	2012-12-31	$10,225
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$871
2011 : ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$8,665
Expenses. Total of all expenses incurred	2011-12-31	$549
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$427,311
Total plan assets at beginning of year	2011-12-31	$419,195
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$1,800
Assets. Value of loans (other than to participants)	2011-12-31	$263,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$549
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$6,865
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$8,116
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$427,311
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$419,195
Assets. Value of participant loans	2011-12-31	$33,168
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$10,304
Expenses. Total of all expenses incurred	2010-12-31	$84,844
Benefits paid (including direct rollovers)	2010-12-31	$83,645
Total plan assets at end of year	2010-12-31	$419,195
Total plan assets at beginning of year	2010-12-31	$493,735
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$1,225
Assets. Value of loans (other than to participants)	2010-12-31	$263,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,199
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$9,079
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-74,540
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$419,195
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$493,735
Assets. Value of participant loans	2010-12-31	$41,786
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$24,838

Form 5500 Responses for ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN

2018: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 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: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 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: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ENGLE & ASSOCIATES INSURANCE BROKERS, INC. 401(K)PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

ENGLE & MURPHY, INC. 401(K) PROFIT SHARING PLAN [EIN = 954647277]

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Company Name:	ENGLE & ASSOCIATES INSURANCE BROKERS, INC.
Employer identification number (EIN):	770561064
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	CHRIS HORNE	2024-10-09
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	WALTER SCOTT ENGLE III	2019-08-26
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01	WALTER SCOTT ENGLE III
002	2012-01-01	WALTER SCOTT ENGLE III
002	2011-01-01	WALTER SCOTT ENGLE III
002	2010-01-01	DOUGLAS S. HENDRY
002	2009-01-01	DOUGLAS S. HENDRY