ALL MOTORISTS INSURANCE AGENCY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN
401k plan membership statisitcs for ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN
Measure | Date | Value |
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2022 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-2,743,382 |
Total of all expenses incurred | 2022-12-31 | $7,516,763 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,471,472 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $9,581 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $130,139 |
Value of total assets at end of year | 2022-12-31 | $7,458,249 |
Value of total assets at beginning of year | 2022-12-31 | $17,718,394 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $35,710 |
Total interest from all sources | 2022-12-31 | $7,215 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $130,139 |
Participant contributions at end of year | 2022-12-31 | $27,040 |
Participant contributions at beginning of year | 2022-12-31 | $97,156 |
Total non interest bearing cash at end of year | 2022-12-31 | $773 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $1,023 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-10,260,145 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,458,249 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,718,394 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,050,692 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $17,482,013 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $3,877 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $3,338 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $379,744 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $138,202 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,880,736 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,471,472 |
Contract administrator fees | 2022-12-31 | $35,710 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | JLK ROSENBERGER, LLP |
Accountancy firm EIN | 2022-12-31 | 271532099 |
2021 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $3,003,801 |
Total of all expenses incurred | 2021-12-31 | $4,156,576 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,971,672 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $122,904 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $282,475 |
Value of total assets at end of year | 2021-12-31 | $17,718,394 |
Value of total assets at beginning of year | 2021-12-31 | $18,871,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $62,000 |
Total interest from all sources | 2021-12-31 | $12,519 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $254,440 |
Participant contributions at end of year | 2021-12-31 | $97,156 |
Participant contributions at beginning of year | 2021-12-31 | $184,361 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $28,035 |
Total non interest bearing cash at end of year | 2021-12-31 | $1,023 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $5,849 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-1,152,775 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,718,394 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,871,169 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $17,482,013 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $18,592,899 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $11,428 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1,091 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $138,202 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $88,060 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $2,708,807 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,971,672 |
Contract administrator fees | 2021-12-31 | $62,000 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | JLK ROSENBERGER, LLP |
Accountancy firm EIN | 2021-12-31 | 271532099 |
2020 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $2,026,810 |
Total of all expenses incurred | 2020-12-31 | $2,365,484 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,299,701 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $10,648 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $531,783 |
Value of total assets at end of year | 2020-12-31 | $18,871,169 |
Value of total assets at beginning of year | 2020-12-31 | $19,209,843 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $55,135 |
Total interest from all sources | 2020-12-31 | $11,189 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $475,836 |
Participant contributions at end of year | 2020-12-31 | $184,361 |
Participant contributions at beginning of year | 2020-12-31 | $207,217 |
Participant contributions at beginning of year | 2020-12-31 | $19,502 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $55,947 |
Total non interest bearing cash at end of year | 2020-12-31 | $5,849 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $11,697 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-338,674 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $18,871,169 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $19,209,843 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $18,592,899 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $17,568,996 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $9,908 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,281 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $88,060 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $79,248 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,483,838 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $1,323,183 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,299,701 |
Contract administrator fees | 2020-12-31 | $55,135 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | JLK ROSENBERGER, LLP |
Accountancy firm EIN | 2020-12-31 | 271532099 |
2019 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $3,866,966 |
Total income from all sources (including contributions) | 2019-12-31 | $3,866,966 |
Total of all expenses incurred | 2019-12-31 | $780,571 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $721,816 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $721,816 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $2,743 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $2,743 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $761,203 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $761,203 |
Value of total assets at end of year | 2019-12-31 | $19,209,843 |
Value of total assets at end of year | 2019-12-31 | $19,209,843 |
Value of total assets at beginning of year | 2019-12-31 | $16,123,448 |
Value of total assets at beginning of year | 2019-12-31 | $16,123,448 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $56,012 |
Total interest from all sources | 2019-12-31 | $14,041 |
Total interest from all sources | 2019-12-31 | $14,041 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $541,255 |
Contributions received from participants | 2019-12-31 | $541,255 |
Participant contributions at end of year | 2019-12-31 | $207,217 |
Participant contributions at beginning of year | 2019-12-31 | $261,968 |
Participant contributions at beginning of year | 2019-12-31 | $261,968 |
Participant contributions at end of year | 2019-12-31 | $19,502 |
Participant contributions at end of year | 2019-12-31 | $19,502 |
Participant contributions at beginning of year | 2019-12-31 | $19,487 |
Participant contributions at beginning of year | 2019-12-31 | $19,487 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $219,948 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $219,948 |
Total non interest bearing cash at end of year | 2019-12-31 | $11,697 |
Total non interest bearing cash at end of year | 2019-12-31 | $11,697 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $6,738 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $6,738 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,086,395 |
Value of net income/loss | 2019-12-31 | $3,086,395 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $19,209,843 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $19,209,843 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $16,123,448 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $16,123,448 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,568,996 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,568,996 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,014,308 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,014,308 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $12,653 |
Interest on participant loans | 2019-12-31 | $12,653 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,388 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,388 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $79,248 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $79,248 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $115,386 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $115,386 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $3,091,722 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $3,091,722 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $1,323,183 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $1,323,183 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $1,705,561 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $1,705,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $721,816 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $721,816 |
Contract administrator fees | 2019-12-31 | $56,012 |
Contract administrator fees | 2019-12-31 | $56,012 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | JLK ROSENBERGER, LLP |
Accountancy firm name | 2019-12-31 | JLK ROSENBERGER, LLP |
Accountancy firm EIN | 2019-12-31 | 271532099 |
Accountancy firm EIN | 2019-12-31 | 271532099 |
2018 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $-275,006 |
Total of all expenses incurred | 2018-12-31 | $1,600,984 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,567,214 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $591,415 |
Value of total assets at end of year | 2018-12-31 | $16,123,448 |
Value of total assets at beginning of year | 2018-12-31 | $17,999,438 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $33,770 |
Total interest from all sources | 2018-12-31 | $14,912 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $482,309 |
Participant contributions at end of year | 2018-12-31 | $261,968 |
Participant contributions at beginning of year | 2018-12-31 | $255,550 |
Participant contributions at end of year | 2018-12-31 | $19,487 |
Participant contributions at beginning of year | 2018-12-31 | $26,918 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $109,106 |
Total non interest bearing cash at end of year | 2018-12-31 | $6,738 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $3,447 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,875,990 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $16,123,448 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $17,999,438 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $14,014,308 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $16,106,213 |
Interest on participant loans | 2018-12-31 | $13,905 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,007 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $115,386 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $107,067 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-881,333 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $1,705,561 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $1,500,243 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,567,214 |
Contract administrator fees | 2018-12-31 | $33,770 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | JLK ROSENBERGER, LLP |
Accountancy firm EIN | 2018-12-31 | 271532099 |
2017 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $2,991,965 |
Total of all expenses incurred | 2017-12-31 | $190,612 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $159,079 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $7,632 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $445,721 |
Value of total assets at end of year | 2017-12-31 | $17,999,438 |
Value of total assets at beginning of year | 2017-12-31 | $15,198,085 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $23,901 |
Total interest from all sources | 2017-12-31 | $11,307 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $439,902 |
Participant contributions at end of year | 2017-12-31 | $255,550 |
Participant contributions at beginning of year | 2017-12-31 | $266,230 |
Participant contributions at end of year | 2017-12-31 | $26,918 |
Participant contributions at beginning of year | 2017-12-31 | $13,006 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $5,819 |
Administrative expenses (other) incurred | 2017-12-31 | $95 |
Total non interest bearing cash at end of year | 2017-12-31 | $3,447 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $1,237 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,801,353 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $17,999,438 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $15,198,085 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $16,106,213 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,201,481 |
Interest on participant loans | 2017-12-31 | $10,777 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $530 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $107,067 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $93,928 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $2,534,937 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $1,500,243 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $1,477,302 |
Contributions received in cash from employer | 2017-12-31 | $0 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $144,901 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $159,079 |
Contract administrator fees | 2017-12-31 | $23,806 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | JLK ROSENBERGER, LLP |
Accountancy firm EIN | 2017-12-31 | 271532099 |
2016 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2016 401k financial data |
---|
Total transfer of assets to this plan | 2016-12-31 | $474,614 |
Total income from all sources (including contributions) | 2016-12-31 | $1,718,062 |
Total of all expenses incurred | 2016-12-31 | $329,133 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $308,891 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $457,872 |
Value of total assets at end of year | 2016-12-31 | $15,198,085 |
Value of total assets at beginning of year | 2016-12-31 | $13,334,542 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $20,242 |
Total interest from all sources | 2016-12-31 | $11,058 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $312,971 |
Participant contributions at end of year | 2016-12-31 | $266,230 |
Participant contributions at beginning of year | 2016-12-31 | $258,533 |
Participant contributions at end of year | 2016-12-31 | $13,006 |
Participant contributions at beginning of year | 2016-12-31 | $6,791 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,388,929 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $15,198,085 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,334,542 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $250 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $13,201,481 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,679,175 |
Interest on participant loans | 2016-12-31 | $10,662 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,237 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,648 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,648 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $396 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $93,928 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $95,376 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $1,249,132 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $1,477,302 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $1,293,019 |
Contributions received in cash from employer | 2016-12-31 | $144,901 |
Employer contributions (assets) at end of year | 2016-12-31 | $144,901 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $308,891 |
Contract administrator fees | 2016-12-31 | $19,992 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | JLK ROSENBERGER, LLP |
Accountancy firm EIN | 2016-12-31 | 271532099 |
2015 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $-153,243 |
Total of all expenses incurred | 2015-12-31 | $217,315 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $196,631 |
Value of total corrective distributions | 2015-12-31 | $1,166 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $231,605 |
Value of total assets at end of year | 2015-12-31 | $13,334,542 |
Value of total assets at beginning of year | 2015-12-31 | $13,705,100 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $19,518 |
Total interest from all sources | 2015-12-31 | $9,855 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $750,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $210,459 |
Participant contributions at end of year | 2015-12-31 | $258,533 |
Participant contributions at beginning of year | 2015-12-31 | $196,668 |
Participant contributions at end of year | 2015-12-31 | $6,791 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $21,146 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-370,558 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $13,334,542 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,705,100 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $11,679,175 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $11,889,025 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $9,565 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,648 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $3,927 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $3,927 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $290 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $95,376 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $98,625 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-394,703 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $1,293,019 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $1,516,855 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $196,631 |
Contract administrator fees | 2015-12-31 | $19,518 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | JLK ROSENBERGER, LLP |
Accountancy firm EIN | 2015-12-31 | 271532099 |
2014 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $920,551 |
Total of all expenses incurred | 2014-12-31 | $75,735 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $64,832 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $240,870 |
Value of total assets at end of year | 2014-12-31 | $13,705,100 |
Value of total assets at beginning of year | 2014-12-31 | $12,860,284 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $10,903 |
Total interest from all sources | 2014-12-31 | $10,086 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $750,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $216,025 |
Participant contributions at end of year | 2014-12-31 | $196,668 |
Participant contributions at beginning of year | 2014-12-31 | $235,766 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $24,845 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $844,816 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $13,705,100 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,860,284 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $11,889,025 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $10,982,312 |
Interest on participant loans | 2014-12-31 | $9,627 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $3,927 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $3,133 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $3,133 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $459 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $98,625 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $116,049 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $669,595 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $1,516,855 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $1,523,024 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $64,832 |
Contract administrator fees | 2014-12-31 | $10,903 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | JLK ROSENBERGER, LLP |
Accountancy firm EIN | 2014-12-31 | 271532099 |
2013 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $2,145,551 |
Total of all expenses incurred | 2013-12-31 | $109,666 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $103,556 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $264,841 |
Value of total assets at end of year | 2013-12-31 | $12,860,284 |
Value of total assets at beginning of year | 2013-12-31 | $10,824,399 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $6,110 |
Total interest from all sources | 2013-12-31 | $8,934 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $750,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $164,200 |
Participant contributions at end of year | 2013-12-31 | $235,766 |
Participant contributions at beginning of year | 2013-12-31 | $165,273 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $100,641 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,035,885 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $12,860,284 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,824,399 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $10,982,312 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,908,902 |
Interest on participant loans | 2013-12-31 | $8,061 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $3,133 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $50,505 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $50,505 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $873 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $116,049 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $114,071 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,871,776 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $1,523,024 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $1,585,648 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $103,556 |
Contract administrator fees | 2013-12-31 | $6,110 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | JLK ROSENBERGER, LLP |
Accountancy firm EIN | 2013-12-31 | 271532099 |
2012 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $445,918 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $445,918 |
Total transfer of assets to this plan | 2012-12-31 | $38,634 |
Total income from all sources (including contributions) | 2012-12-31 | $617,025 |
Total of all expenses incurred | 2012-12-31 | $323,194 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $318,072 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $164,653 |
Value of total assets at end of year | 2012-12-31 | $10,824,399 |
Value of total assets at beginning of year | 2012-12-31 | $10,491,934 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $5,122 |
Total interest from all sources | 2012-12-31 | $6,454 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $750,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $164,653 |
Participant contributions at end of year | 2012-12-31 | $165,273 |
Participant contributions at beginning of year | 2012-12-31 | $90,811 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $293,831 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,824,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,491,934 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $5,122 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,908,902 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,000,981 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $50,505 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $17,125 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $17,125 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $6,454 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $114,071 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $117,777 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $1,585,648 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $2,265,240 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $318,072 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | JLK ROSENBERGER, LLP |
Accountancy firm EIN | 2012-12-31 | 271532099 |
2011 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-803,879 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-803,879 |
Total income from all sources (including contributions) | 2011-12-31 | $-627,968 |
Total of all expenses incurred | 2011-12-31 | $446,910 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $435,922 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $169,454 |
Value of total assets at end of year | 2011-12-31 | $10,491,934 |
Value of total assets at beginning of year | 2011-12-31 | $11,566,812 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $10,988 |
Total interest from all sources | 2011-12-31 | $6,457 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $167,002 |
Participant contributions at end of year | 2011-12-31 | $90,811 |
Participant contributions at beginning of year | 2011-12-31 | $101,914 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,074,878 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,491,934 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,566,812 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $10,988 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,000,981 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,578,143 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $17,125 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $13,304 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $13,304 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $6,457 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $117,777 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $109,318 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $2,265,240 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $2,764,133 |
Contributions received in cash from employer | 2011-12-31 | $2,452 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $435,922 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | LARSON AND ROSENBERGER, LLP |
Accountancy firm EIN | 2011-12-31 | 261720390 |
2010 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,000,623 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,000,623 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $5,669 |
Total income from all sources (including contributions) | 2010-12-31 | $1,223,586 |
Total of all expenses incurred | 2010-12-31 | $505,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $484,901 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $166,494 |
Value of total assets at end of year | 2010-12-31 | $11,566,812 |
Value of total assets at beginning of year | 2010-12-31 | $10,854,830 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $21,034 |
Total interest from all sources | 2010-12-31 | $6,609 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $49,860 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $162,541 |
Participant contributions at end of year | 2010-12-31 | $101,914 |
Participant contributions at beginning of year | 2010-12-31 | $75,615 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $147 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $5,669 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $717,651 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,566,812 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,849,161 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $21,034 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $8,578,143 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,297,313 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $13,304 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $3,596,271 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $3,596,271 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $6,609 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $109,318 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $103,495 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $2,764,133 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $2,781,989 |
Contributions received in cash from employer | 2010-12-31 | $3,953 |
Income. Dividends from common stock | 2010-12-31 | $49,860 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $484,901 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LARSON AND ROSENBERGER, LLP |
Accountancy firm EIN | 2010-12-31 | 261720390 |