401k Plan data: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN plan

DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN
Plan identification number	001

DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DISALVO INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: DISALVO INSURANCE AGENCY, INC.

Employer identification number (EIN): 953047379

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-06-01
001 2021-06-01
001 2020-06-01 CHERIE M. DI SALVO 2022-03-16
001 2019-06-01 CHERIE M. DI SALVO 2021-03-15
001 2018-06-01 CHERIE M. DISALVO 2020-02-24
001 2017-06-01
001 2016-06-01
001 2015-06-01
001 2014-06-01
001 2013-06-01
001 2012-06-01 SALVATORE W. DISALVO
001 2011-06-01 CYNTHIA FRANCISCO
001 2010-06-01 CYNTHIA FRANCISCO
001 2009-06-01 CYNTHIA FRANCISCO

Plan Statistics for DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2020: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 5
Number of retired or separated participants receiving benefits 2020-06-01 0
Number of other retired or separated participants entitled to future benefits 2020-06-01 0
Total of all active and inactive participants 2020-06-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 0
Total participants 2020-06-01 5
Number of participants with account balances 2020-06-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 0
2019: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 5
Number of retired or separated participants receiving benefits 2019-06-01 0
Number of other retired or separated participants entitled to future benefits 2019-06-01 1
Total of all active and inactive participants 2019-06-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 6
Number of participants with account balances 2019-06-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 0
2018: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 4
Number of retired or separated participants receiving benefits 2018-06-01 0
Number of other retired or separated participants entitled to future benefits 2018-06-01 1
Total of all active and inactive participants 2018-06-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 5
Number of participants with account balances 2018-06-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 0
2017: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 4
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 1
Total of all active and inactive participants 2017-06-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 5
Number of participants with account balances 2017-06-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 4
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 0
Total of all active and inactive participants 2016-06-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 4
Number of participants with account balances 2016-06-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 1
2015: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 3
Total of all active and inactive participants 2015-06-01 3
Total participants 2015-06-01 3
Number of participants with account balances 2015-06-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
2014: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 3
Number of other retired or separated participants entitled to future benefits 2014-06-01 1
Total of all active and inactive participants 2014-06-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 4
Number of participants with account balances 2014-06-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 3
Total of all active and inactive participants 2013-06-01 3
Total participants 2013-06-01 3
Number of participants with account balances 2013-06-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 3
Total of all active and inactive participants 2012-06-01 3
Total participants 2012-06-01 3
Number of participants with account balances 2012-06-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
2011: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 3
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 0
Total of all active and inactive participants 2011-06-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 3
Number of participants with account balances 2011-06-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2010: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-06-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 3
Number of retired or separated participants receiving benefits 2010-06-01 0
Number of other retired or separated participants entitled to future benefits 2010-06-01 0
Total of all active and inactive participants 2010-06-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 3
Number of participants with account balances 2010-06-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 1
2009: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 5
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 0
Total of all active and inactive participants 2009-06-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 5
Number of participants with account balances 2009-06-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 0

Measure	Date	Value
2020: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	5
Number of retired or separated participants receiving benefits	2020-06-01	0
Number of other retired or separated participants entitled to future benefits	2020-06-01	0
Total of all active and inactive participants	2020-06-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	0
Total participants	2020-06-01	5
Number of participants with account balances	2020-06-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	0
2019: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	5
Number of retired or separated participants receiving benefits	2019-06-01	0
Number of other retired or separated participants entitled to future benefits	2019-06-01	1
Total of all active and inactive participants	2019-06-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	6
Number of participants with account balances	2019-06-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	0
2018: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	4
Number of retired or separated participants receiving benefits	2018-06-01	0
Number of other retired or separated participants entitled to future benefits	2018-06-01	1
Total of all active and inactive participants	2018-06-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	5
Number of participants with account balances	2018-06-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	0
2017: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	4
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	1
Total of all active and inactive participants	2017-06-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	5
Number of participants with account balances	2017-06-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	4
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	0
Total of all active and inactive participants	2016-06-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	4
Number of participants with account balances	2016-06-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	1
2015: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	3
Total of all active and inactive participants	2015-06-01	3
Total participants	2015-06-01	3
Number of participants with account balances	2015-06-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
2014: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	3
Number of other retired or separated participants entitled to future benefits	2014-06-01	1
Total of all active and inactive participants	2014-06-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	4
Number of participants with account balances	2014-06-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	3
Total of all active and inactive participants	2013-06-01	3
Total participants	2013-06-01	3
Number of participants with account balances	2013-06-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	3
Total of all active and inactive participants	2012-06-01	3
Total participants	2012-06-01	3
Number of participants with account balances	2012-06-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
2011: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	3
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	0
Total of all active and inactive participants	2011-06-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	3
Number of participants with account balances	2011-06-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2010: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-06-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	3
Number of retired or separated participants receiving benefits	2010-06-01	0
Number of other retired or separated participants entitled to future benefits	2010-06-01	0
Total of all active and inactive participants	2010-06-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	3
Number of participants with account balances	2010-06-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	1
2009: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	5
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	0
Total of all active and inactive participants	2009-06-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	5
Number of participants with account balances	2009-06-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	0

Financial Data on DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Measure	Date	Value
2021 : DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-05-31	$28,944
Expenses. Total of all expenses incurred	2021-05-31	$0
Benefits paid (including direct rollovers)	2021-05-31	$0
Total plan assets at end of year	2021-05-31	$205,936
Total plan assets at beginning of year	2021-05-31	$176,992
Value of fidelity bond covering the plan	2021-05-31	$25,000
Total contributions received or receivable from participants	2021-05-31	$0
Contributions received from other sources (not participants or employers)	2021-05-31	$0
Other income received	2021-05-31	$8,944
Net income (gross income less expenses)	2021-05-31	$28,944
Net plan assets at end of year (total assets less liabilities)	2021-05-31	$205,936
Net plan assets at beginning of year (total assets less liabilities)	2021-05-31	$176,992
Assets. Value of assets in partnership/joint-venture interests	2021-05-31	$0
Total contributions received or receivable from employer(s)	2021-05-31	$20,000
Value of certain deemed distributions of participant loans	2021-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-05-31	$0
2020 : DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-05-31	$190
Expenses. Total of all expenses incurred	2020-05-31	$24,432
Benefits paid (including direct rollovers)	2020-05-31	$21,276
Total plan assets at end of year	2020-05-31	$176,992
Total plan assets at beginning of year	2020-05-31	$201,234
Value of fidelity bond covering the plan	2020-05-31	$25,000
Total contributions received or receivable from participants	2020-05-31	$0
Contributions received from other sources (not participants or employers)	2020-05-31	$0
Other income received	2020-05-31	$-9,810
Net income (gross income less expenses)	2020-05-31	$-24,242
Net plan assets at end of year (total assets less liabilities)	2020-05-31	$176,992
Net plan assets at beginning of year (total assets less liabilities)	2020-05-31	$201,234
Assets. Value of assets in partnership/joint-venture interests	2020-05-31	$37,086
Total contributions received or receivable from employer(s)	2020-05-31	$10,000
Value of certain deemed distributions of participant loans	2020-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-05-31	$3,156
2019 : DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-05-31	$-41,715
Expenses. Total of all expenses incurred	2019-05-31	$15,770
Benefits paid (including direct rollovers)	2019-05-31	$12,112
Total plan assets at end of year	2019-05-31	$201,234
Total plan assets at beginning of year	2019-05-31	$258,719
Value of fidelity bond covering the plan	2019-05-31	$25,000
Other income received	2019-05-31	$-51,715
Net income (gross income less expenses)	2019-05-31	$-57,485
Net plan assets at end of year (total assets less liabilities)	2019-05-31	$201,234
Net plan assets at beginning of year (total assets less liabilities)	2019-05-31	$258,719
Assets. Value of assets in partnership/joint-venture interests	2019-05-31	$40,441
Total contributions received or receivable from employer(s)	2019-05-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-05-31	$3,658
2018 : DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-05-31	$105,200
Expenses. Total of all expenses incurred	2018-05-31	$15,187
Benefits paid (including direct rollovers)	2018-05-31	$11,807
Total plan assets at end of year	2018-05-31	$258,719
Total plan assets at beginning of year	2018-05-31	$168,706
Value of fidelity bond covering the plan	2018-05-31	$25,000
Total contributions received or receivable from participants	2018-05-31	$0
Contributions received from other sources (not participants or employers)	2018-05-31	$0
Other income received	2018-05-31	$105,200
Net income (gross income less expenses)	2018-05-31	$90,013
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$258,719
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$168,706
Assets. Value of assets in partnership/joint-venture interests	2018-05-31	$106,971
Total contributions received or receivable from employer(s)	2018-05-31	$0
Value of certain deemed distributions of participant loans	2018-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-05-31	$3,380
2017 : DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-05-31	$22,048
Expenses. Total of all expenses incurred	2017-05-31	$17,163
Benefits paid (including direct rollovers)	2017-05-31	$14,226
Total plan assets at end of year	2017-05-31	$168,706
Total plan assets at beginning of year	2017-05-31	$163,821
Value of fidelity bond covering the plan	2017-05-31	$25,000
Total contributions received or receivable from participants	2017-05-31	$0
Contributions received from other sources (not participants or employers)	2017-05-31	$0
Other income received	2017-05-31	$2,048
Net income (gross income less expenses)	2017-05-31	$4,885
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$168,706
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$163,821
Assets. Value of assets in partnership/joint-venture interests	2017-05-31	$22,605
Total contributions received or receivable from employer(s)	2017-05-31	$20,000
Value of certain deemed distributions of participant loans	2017-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-05-31	$2,937
2016 : DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-05-31	$-16,895
Expenses. Total of all expenses incurred	2016-05-31	$13,499
Benefits paid (including direct rollovers)	2016-05-31	$13,490
Total plan assets at end of year	2016-05-31	$163,821
Total plan assets at beginning of year	2016-05-31	$194,215
Value of fidelity bond covering the plan	2016-05-31	$25,000
Other income received	2016-05-31	$-36,895
Net income (gross income less expenses)	2016-05-31	$-30,394
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$163,821
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$194,215
Assets. Value of participant loans	2016-05-31	$30,000
Assets. Value of assets in partnership/joint-venture interests	2016-05-31	$41,907
Total contributions received or receivable from employer(s)	2016-05-31	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-05-31	$9
2015 : DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-05-31	$0
Total income from all sources	2015-05-31	$18,114
Expenses. Total of all expenses incurred	2015-05-31	$17,519
Benefits paid (including direct rollovers)	2015-05-31	$17,469
Total plan assets at end of year	2015-05-31	$194,215
Total plan assets at beginning of year	2015-05-31	$193,620
Value of fidelity bond covering the plan	2015-05-31	$25,000
Other income received	2015-05-31	$8,114
Net income (gross income less expenses)	2015-05-31	$595
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$194,215
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$193,620
Assets. Value of assets in partnership/joint-venture interests	2015-05-31	$118,799
Total contributions received or receivable from employer(s)	2015-05-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-05-31	$50
2014 : DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-05-31	$0
Total plan liabilities at beginning of year	2014-05-31	$0
Total income from all sources	2014-05-31	$4,231
Expenses. Total of all expenses incurred	2014-05-31	$335
Total plan assets at end of year	2014-05-31	$193,620
Total plan assets at beginning of year	2014-05-31	$189,724
Value of fidelity bond covering the plan	2014-05-31	$25,000
Other income received	2014-05-31	$4,231
Net income (gross income less expenses)	2014-05-31	$3,896
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$193,620
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$189,724
Assets. Value of assets in partnership/joint-venture interests	2014-05-31	$121,607
Expenses. Administrative service providers (salaries,fees and commissions)	2014-05-31	$335
2013 : DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-05-31	$0
Total plan liabilities at beginning of year	2013-05-31	$0
Total income from all sources	2013-05-31	$-3,946
Expenses. Total of all expenses incurred	2013-05-31	$16,382
Benefits paid (including direct rollovers)	2013-05-31	$15,588
Total plan assets at end of year	2013-05-31	$189,724
Total plan assets at beginning of year	2013-05-31	$210,052
Value of fidelity bond covering the plan	2013-05-31	$25,000
Other income received	2013-05-31	$-3,946
Net income (gross income less expenses)	2013-05-31	$-20,328
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$189,724
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$210,052
Assets. Value of assets in partnership/joint-venture interests	2013-05-31	$118,749
Expenses. Administrative service providers (salaries,fees and commissions)	2013-05-31	$794
2012 : DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-05-31	$0
Total plan liabilities at end of year	2012-05-31	$0
Total plan liabilities at beginning of year	2012-05-31	$0
Total income from all sources	2012-05-31	$10,726
Expenses. Total of all expenses incurred	2012-05-31	$34,691
Benefits paid (including direct rollovers)	2012-05-31	$34,125
Total plan assets at end of year	2012-05-31	$210,052
Total plan assets at beginning of year	2012-05-31	$234,017
Value of fidelity bond covering the plan	2012-05-31	$25,000
Total contributions received or receivable from participants	2012-05-31	$0
Expenses. Other expenses not covered elsewhere	2012-05-31	$0
Contributions received from other sources (not participants or employers)	2012-05-31	$0
Other income received	2012-05-31	$726
Noncash contributions received	2012-05-31	$0
Net income (gross income less expenses)	2012-05-31	$-23,965
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$210,052
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$234,017
Assets. Value of assets in partnership/joint-venture interests	2012-05-31	$114,389
Total contributions received or receivable from employer(s)	2012-05-31	$10,000
Value of certain deemed distributions of participant loans	2012-05-31	$0
Value of corrective distributions	2012-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-05-31	$566
2011 : DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-05-31	$0
Total plan liabilities at end of year	2011-05-31	$0
Total plan liabilities at beginning of year	2011-05-31	$0
Total income from all sources	2011-05-31	$55,762
Expenses. Total of all expenses incurred	2011-05-31	$7,928
Benefits paid (including direct rollovers)	2011-05-31	$7,512
Total plan assets at end of year	2011-05-31	$234,017
Total plan assets at beginning of year	2011-05-31	$186,183
Value of fidelity bond covering the plan	2011-05-31	$25,000
Total contributions received or receivable from participants	2011-05-31	$0
Expenses. Other expenses not covered elsewhere	2011-05-31	$0
Contributions received from other sources (not participants or employers)	2011-05-31	$0
Other income received	2011-05-31	$491
Noncash contributions received	2011-05-31	$0
Net income (gross income less expenses)	2011-05-31	$47,834
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$234,017
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$186,183
Assets. Value of assets in partnership/joint-venture interests	2011-05-31	$109,070
Total contributions received or receivable from employer(s)	2011-05-31	$55,271
Value of certain deemed distributions of participant loans	2011-05-31	$0
Value of corrective distributions	2011-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-05-31	$416

Form 5500 Responses for DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN

2020: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: DISALVO INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DISALVO INSURANCE AGENCY, INC.
Employer identification number (EIN):	953047379
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-06-01
001	2021-06-01
001	2020-06-01	CHERIE M. DI SALVO	2022-03-16
001	2019-06-01	CHERIE M. DI SALVO	2021-03-15
001	2018-06-01	CHERIE M. DISALVO	2020-02-24
001	2017-06-01
001	2016-06-01
001	2015-06-01
001	2014-06-01
001	2013-06-01
001	2012-06-01	SALVATORE W. DISALVO
001	2011-06-01	CYNTHIA FRANCISCO
001	2010-06-01	CYNTHIA FRANCISCO
001	2009-06-01	CYNTHIA FRANCISCO