401k Plan data: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN plan

LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN
Plan identification number	002

LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Stock bonus
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).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

LEAP/CARPENTER/KEMPS INSURANCE AGENCY has sponsored the creation of one or more 401k plans.

Company Name: LEAP/CARPENTER/KEMPS INSURANCE AGENCY

Employer identification number (EIN): 941434076

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 GEORGINA MCKAY GEORGINA MCKAY 2018-07-27
002 2016-01-01 KAREN PHILSON KAREN PHILSON 2017-07-26
002 2015-01-01 KAREN PHILSON KAREN PHILSON 2016-07-20
002 2014-01-01 KAREN PHILSON KAREN PHILSON 2015-07-22
002 2013-01-01 KAREN PHILSON KAREN PHILSON 2014-07-23
002 2012-01-01 KAREN PHILSON KAREN PHILSON 2013-07-09
002 2011-01-01 KAREN PHILSON KAREN PHILSON 2012-09-18
002 2009-01-01 KAREN PHILSON KAREN PHILSON 2010-09-27
002 2006-01-01 KAREN PHILSON

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	GEORGINA MCKAY	GEORGINA MCKAY	2018-07-27
002	2016-01-01	KAREN PHILSON	KAREN PHILSON	2017-07-26
002	2015-01-01	KAREN PHILSON	KAREN PHILSON	2016-07-20
002	2014-01-01	KAREN PHILSON	KAREN PHILSON	2015-07-22
002	2013-01-01	KAREN PHILSON	KAREN PHILSON	2014-07-23
002	2012-01-01	KAREN PHILSON	KAREN PHILSON	2013-07-09
002	2011-01-01	KAREN PHILSON	KAREN PHILSON	2012-09-18
002	2009-01-01	KAREN PHILSON	KAREN PHILSON	2010-09-27
002	2006-01-01	KAREN PHILSON

Plan Statistics for LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN

401k plan membership statisitcs for LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN

Measure Date Value
2022: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 38
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 48
Number of participants with account balances 2022-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 38
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 49
Number of participants with account balances 2021-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 42
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 49
Number of participants with account balances 2020-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 39
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 47
Number of participants with account balances 2019-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 35
Number of retired or separated participants receiving benefits 2018-01-01 7
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 45
Number of participants with account balances 2018-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 35
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 42
Number of participants with account balances 2017-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 37
Number of retired or separated participants receiving benefits 2016-01-01 4
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 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 43
Number of participants with account balances 2016-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 37
Number of retired or separated participants receiving benefits 2015-01-01 5
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 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 43
Number of participants with account balances 2015-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 32
Number of retired or separated participants receiving benefits 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 44
Number of participants with account balances 2014-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 39
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 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 40
Number of participants with account balances 2013-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 28
Number of retired or separated participants receiving benefits 2012-01-01 6
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 38
Number of participants with account balances 2012-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 30
Number of retired or separated participants receiving benefits 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 37
Number of participants with account balances 2011-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 31
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 7
Total of all active and inactive participants 2009-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 38
Number of participants with account balances 2009-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2
2006: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 36
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 3
Total of all active and inactive participants 2006-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 39
Number of participants with account balances 2006-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 3

Measure	Date	Value
2022: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	38
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	48
Number of participants with account balances	2022-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	38
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	49
Number of participants with account balances	2021-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	42
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	49
Number of participants with account balances	2020-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	39
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	47
Number of participants with account balances	2019-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	35
Number of retired or separated participants receiving benefits	2018-01-01	7
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	45
Number of participants with account balances	2018-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	35
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	42
Number of participants with account balances	2017-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	37
Number of retired or separated participants receiving benefits	2016-01-01	4
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	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	43
Number of participants with account balances	2016-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	37
Number of retired or separated participants receiving benefits	2015-01-01	5
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	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	43
Number of participants with account balances	2015-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	32
Number of retired or separated participants receiving benefits	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	44
Number of participants with account balances	2014-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	39
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	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	40
Number of participants with account balances	2013-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	28
Number of retired or separated participants receiving benefits	2012-01-01	6
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	38
Number of participants with account balances	2012-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	30
Number of retired or separated participants receiving benefits	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	37
Number of participants with account balances	2011-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	31
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	7
Total of all active and inactive participants	2009-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	38
Number of participants with account balances	2009-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2
2006: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	36
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	3
Total of all active and inactive participants	2006-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	39
Number of participants with account balances	2006-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	3

Financial Data on LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$977
Total income from all sources	2022-12-31	$1,627,756
Expenses. Total of all expenses incurred	2022-12-31	$695,791
Benefits paid (including direct rollovers)	2022-12-31	$690,566
Total plan assets at end of year	2022-12-31	$10,026,507
Total plan assets at beginning of year	2022-12-31	$9,095,519
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$5,225
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$1,027,756
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$931,965
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$10,026,507
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,094,542
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2022-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$9,196,102
Total contributions received or receivable from employer(s)	2022-12-31	$600,000
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$977
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,458,510
Expenses. Total of all expenses incurred	2021-12-31	$708,716
Benefits paid (including direct rollovers)	2021-12-31	$707,714
Total plan assets at end of year	2021-12-31	$9,095,519
Total plan assets at beginning of year	2021-12-31	$8,344,748
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$1,002
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$858,510
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$749,794
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,094,542
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$8,344,748
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2021-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$8,351,359
Total contributions received or receivable from employer(s)	2021-12-31	$600,000
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$50,769
Total income from all sources	2020-12-31	$1,129,610
Expenses. Total of all expenses incurred	2020-12-31	$902,603
Benefits paid (including direct rollovers)	2020-12-31	$895,232
Total plan assets at end of year	2020-12-31	$8,344,748
Total plan assets at beginning of year	2020-12-31	$8,168,510
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$7,371
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$529,610
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$227,007
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,344,748
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,117,741
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$7,782,750
Total contributions received or receivable from employer(s)	2020-12-31	$600,000
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$50,769
Total plan liabilities at beginning of year	2019-12-31	$248,606
Total income from all sources	2019-12-31	$1,044,247
Expenses. Total of all expenses incurred	2019-12-31	$517,060
Benefits paid (including direct rollovers)	2019-12-31	$509,109
Total plan assets at end of year	2019-12-31	$8,168,510
Total plan assets at beginning of year	2019-12-31	$7,839,160
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$7,911
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$444,247
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$527,187
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,117,741
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,590,554
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2019-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2019-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Assets. Value of employer securities	2019-12-31	$7,401,717
Total contributions received or receivable from employer(s)	2019-12-31	$600,000
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$248,605
Total plan liabilities at beginning of year	2018-12-31	$440,929
Total income from all sources	2018-12-31	$567,722
Expenses. Total of all expenses incurred	2018-12-31	$480,974
Benefits paid (including direct rollovers)	2018-12-31	$462,375
Total plan assets at end of year	2018-12-31	$7,839,160
Total plan assets at beginning of year	2018-12-31	$7,944,736
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$18,599
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$567,722
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$86,748
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,590,555
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,503,807
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2018-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2018-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Assets. Value of employer securities	2018-12-31	$7,185,384
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$440,929
Total plan liabilities at beginning of year	2017-12-31	$619,092
Total income from all sources	2017-12-31	$1,282,099
Expenses. Total of all expenses incurred	2017-12-31	$403,181
Benefits paid (including direct rollovers)	2017-12-31	$370,498
Total plan assets at end of year	2017-12-31	$7,944,736
Total plan assets at beginning of year	2017-12-31	$7,243,981
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$32,683
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,021,121
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$878,918
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,503,807
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,624,889
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2017-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$6,939,967
Total contributions received or receivable from employer(s)	2017-12-31	$260,978
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$619,092
Total plan liabilities at beginning of year	2016-12-31	$791,874
Total income from all sources	2016-12-31	$1,522,627
Expenses. Total of all expenses incurred	2016-12-31	$262,031
Benefits paid (including direct rollovers)	2016-12-31	$217,086
Total plan assets at end of year	2016-12-31	$7,243,981
Total plan assets at beginning of year	2016-12-31	$6,156,167
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$44,945
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$752,153
Noncash contributions received	2016-12-31	$40,016
Net income (gross income less expenses)	2016-12-31	$1,260,596
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,624,889
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,364,293
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2016-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2016-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$0
Assets. Value of employer securities	2016-12-31	$6,112,722
Total contributions received or receivable from employer(s)	2016-12-31	$730,458
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$791,874
Total plan liabilities at beginning of year	2015-12-31	$8,222
Total income from all sources	2015-12-31	$1,100,812
Expenses. Total of all expenses incurred	2015-12-31	$272,729
Benefits paid (including direct rollovers)	2015-12-31	$217,632
Total plan assets at end of year	2015-12-31	$6,156,167
Total plan assets at beginning of year	2015-12-31	$4,544,432
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$48,172
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$532,083
Noncash contributions received	2015-12-31	$47,045
Net income (gross income less expenses)	2015-12-31	$828,083
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,364,293
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,536,210
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2015-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2015-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Assets. Value of employer securities	2015-12-31	$5,477,067
Total contributions received or receivable from employer(s)	2015-12-31	$521,684
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$8,222
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$770,234
Expenses. Total of all expenses incurred	2014-12-31	$338,991
Benefits paid (including direct rollovers)	2014-12-31	$309,514
Total plan assets at end of year	2014-12-31	$4,544,432
Total plan assets at beginning of year	2014-12-31	$4,104,967
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$45
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$324,934
Noncash contributions received	2014-12-31	$45,300
Net income (gross income less expenses)	2014-12-31	$431,243
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,536,210
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,104,967
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2014-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2014-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$3,885,549
Total contributions received or receivable from employer(s)	2014-12-31	$400,000
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$29,432
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
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	$654,473
Expenses. Total of all expenses incurred	2013-12-31	$346,411
Benefits paid (including direct rollovers)	2013-12-31	$325,006
Total plan assets at end of year	2013-12-31	$4,104,967
Total plan assets at beginning of year	2013-12-31	$3,796,905
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$60
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$414,518
Noncash contributions received	2013-12-31	$39,955
Net income (gross income less expenses)	2013-12-31	$308,062
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,104,967
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,796,905
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2013-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2013-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$3,661,664
Total contributions received or receivable from employer(s)	2013-12-31	$200,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$21,345
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
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	$411,388
Expenses. Total of all expenses incurred	2012-12-31	$161,101
Benefits paid (including direct rollovers)	2012-12-31	$134,961
Total plan assets at end of year	2012-12-31	$3,796,905
Total plan assets at beginning of year	2012-12-31	$3,546,618
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,884
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$365,348
Noncash contributions received	2012-12-31	$46,040
Net income (gross income less expenses)	2012-12-31	$250,287
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,796,905
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,546,618
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2012-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$3,293,119
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$23,256
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP 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	$4,185
Total income from all sources	2011-12-31	$547,196
Expenses. Total of all expenses incurred	2011-12-31	$185,917
Benefits paid (including direct rollovers)	2011-12-31	$143,479
Total plan assets at end of year	2011-12-31	$3,546,618
Total plan assets at beginning of year	2011-12-31	$3,189,523
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$10,098
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$52,196
Noncash contributions received	2011-12-31	$429,000
Net income (gross income less expenses)	2011-12-31	$361,279
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,546,618
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,185,338
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$0
Assets. Value of employer securities	2011-12-31	$2,625,999
Total contributions received or receivable from employer(s)	2011-12-31	$66,000
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	$32,340
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$4,185
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$164,856
Expenses. Total of all expenses incurred	2010-12-31	$142,422
Benefits paid (including direct rollovers)	2010-12-31	$101,815
Total plan assets at end of year	2010-12-31	$3,189,523
Total plan assets at beginning of year	2010-12-31	$3,162,904
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,000
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$-68,144
Noncash contributions received	2010-12-31	$167,000
Net income (gross income less expenses)	2010-12-31	$22,434
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,185,338
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,162,904
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$2,407,101
Total contributions received or receivable from employer(s)	2010-12-31	$66,000
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	$38,607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 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 LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN

2022: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
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: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
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: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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
2009: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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
2006: LEAP/CARPENTER/KEMPS INSURANCE AGENCY EMPLOYEES STOCK OWNERSHIP PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEAP/CARPENTER/KEMPS INSURANCE AGENCY
Employer identification number (EIN):	941434076
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages