401k Plan data: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN plan

JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN
Plan identification number	002

JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED 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
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Life insurance

401k Sponsoring company profile

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

Company Name: JOHN R. SINNER INSURANCE AGENCY, INC.

Employer identification number (EIN): 953517090

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 JOHN SINNER 2023-11-06 JOHN SINNER 2023-11-06
002 2021-07-01 JOHN SINNER 2023-04-04 JOHN SINNER 2023-04-04
002 2020-07-01 JOHN SINNER 2022-04-13 JOHN SINNER 2022-04-13
002 2019-07-01 JOHN SINNER 2021-04-04 JOHN SINNER 2021-04-04
002 2018-07-01 JOHN SINNER 2020-04-12 JOHN SINNER 2020-04-12
002 2017-07-01 JOHN SINNER 2019-04-04 JOHN SINNER 2019-04-04
002 2016-07-01 JOHN SINNER JOHN SINNER 2018-04-11
002 2015-07-01 JOHN SINNER JOHN SINNER 2017-04-11
002 2014-07-01 JOHN SINNER JOHN SINNER 2016-04-11
002 2013-07-01 JOHN SINNER JOHN SINNER 2015-04-01
002 2012-07-01 JOHN SINNER JOHN SINNER 2014-04-10
002 2011-07-01 JOHN R. SINNER JOHN R. SINNER 2013-04-15
002 2010-07-01 JOHN R. SINNER JOHN R. SINNER 2012-03-15
002 2009-07-01 JOHN SINNER
002 2009-07-01 JOHN SINNER 2011-03-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	JOHN SINNER	2023-11-06	JOHN SINNER	2023-11-06
002	2021-07-01	JOHN SINNER	2023-04-04	JOHN SINNER	2023-04-04
002	2020-07-01	JOHN SINNER	2022-04-13	JOHN SINNER	2022-04-13
002	2019-07-01	JOHN SINNER	2021-04-04	JOHN SINNER	2021-04-04
002	2018-07-01	JOHN SINNER	2020-04-12	JOHN SINNER	2020-04-12
002	2017-07-01	JOHN SINNER	2019-04-04	JOHN SINNER	2019-04-04
002	2016-07-01	JOHN SINNER		JOHN SINNER	2018-04-11
002	2015-07-01	JOHN SINNER		JOHN SINNER	2017-04-11
002	2014-07-01	JOHN SINNER		JOHN SINNER	2016-04-11
002	2013-07-01	JOHN SINNER		JOHN SINNER	2015-04-01
002	2012-07-01	JOHN SINNER		JOHN SINNER	2014-04-10
002	2011-07-01	JOHN R. SINNER		JOHN R. SINNER	2013-04-15
002	2010-07-01	JOHN R. SINNER		JOHN R. SINNER	2012-03-15
002	2009-07-01	JOHN SINNER
002	2009-07-01			JOHN SINNER	2011-03-15

Plan Statistics for JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN

Measure Date Value
2022: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 15
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 9
Number of retired or separated participants receiving benefits 2022-07-01 1
Number of other retired or separated participants entitled to future benefits 2022-07-01 5
Total of all active and inactive participants 2022-07-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 15
Number of participants with account balances 2022-07-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 8
Number of retired or separated participants receiving benefits 2021-07-01 1
Number of other retired or separated participants entitled to future benefits 2021-07-01 6
Total of all active and inactive participants 2021-07-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 15
Number of participants with account balances 2021-07-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 9
Number of retired or separated participants receiving benefits 2020-07-01 1
Number of other retired or separated participants entitled to future benefits 2020-07-01 4
Total of all active and inactive participants 2020-07-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 14
Number of participants with account balances 2020-07-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 9
Number of retired or separated participants receiving benefits 2019-07-01 1
Number of other retired or separated participants entitled to future benefits 2019-07-01 4
Total of all active and inactive participants 2019-07-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 14
Number of participants with account balances 2019-07-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 9
Number of retired or separated participants receiving benefits 2018-07-01 1
Number of other retired or separated participants entitled to future benefits 2018-07-01 3
Total of all active and inactive participants 2018-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 13
Number of participants with account balances 2018-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 1
2017: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 15
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 9
Number of retired or separated participants receiving benefits 2017-07-01 1
Number of other retired or separated participants entitled to future benefits 2017-07-01 2
Total of all active and inactive participants 2017-07-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 12
Number of participants with account balances 2017-07-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 19
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 9
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 6
Total of all active and inactive participants 2016-07-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 15
Number of participants with account balances 2016-07-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 1
2015: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 10
Number of retired or separated participants receiving benefits 2015-07-01 6
Number of other retired or separated participants entitled to future benefits 2015-07-01 2
Total of all active and inactive participants 2015-07-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 18
Number of participants with account balances 2015-07-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 16
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 10
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 8
Total of all active and inactive participants 2014-07-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 18
Number of participants with account balances 2014-07-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 1
2013: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 10
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 6
Total of all active and inactive participants 2013-07-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 16
Number of participants with account balances 2013-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 11
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 5
Total of all active and inactive participants 2012-07-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 16
Number of participants with account balances 2012-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 1
2011: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 9
Number of retired or separated participants receiving benefits 2011-07-01 1
Number of other retired or separated participants entitled to future benefits 2011-07-01 3
Total of all active and inactive participants 2011-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 13
Number of participants with account balances 2011-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 11
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 5
Total of all active and inactive participants 2010-07-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 16
Number of participants with account balances 2010-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 11
Number of retired or separated participants receiving benefits 2009-07-01 2
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 13
Number of participants with account balances 2009-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	15
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	9
Number of retired or separated participants receiving benefits	2022-07-01	1
Number of other retired or separated participants entitled to future benefits	2022-07-01	5
Total of all active and inactive participants	2022-07-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	15
Number of participants with account balances	2022-07-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	8
Number of retired or separated participants receiving benefits	2021-07-01	1
Number of other retired or separated participants entitled to future benefits	2021-07-01	6
Total of all active and inactive participants	2021-07-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	15
Number of participants with account balances	2021-07-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	9
Number of retired or separated participants receiving benefits	2020-07-01	1
Number of other retired or separated participants entitled to future benefits	2020-07-01	4
Total of all active and inactive participants	2020-07-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	14
Number of participants with account balances	2020-07-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	9
Number of retired or separated participants receiving benefits	2019-07-01	1
Number of other retired or separated participants entitled to future benefits	2019-07-01	4
Total of all active and inactive participants	2019-07-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	14
Number of participants with account balances	2019-07-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	9
Number of retired or separated participants receiving benefits	2018-07-01	1
Number of other retired or separated participants entitled to future benefits	2018-07-01	3
Total of all active and inactive participants	2018-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	13
Number of participants with account balances	2018-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	1
2017: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	15
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	9
Number of retired or separated participants receiving benefits	2017-07-01	1
Number of other retired or separated participants entitled to future benefits	2017-07-01	2
Total of all active and inactive participants	2017-07-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	12
Number of participants with account balances	2017-07-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	19
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	9
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	6
Total of all active and inactive participants	2016-07-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	15
Number of participants with account balances	2016-07-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	1
2015: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	10
Number of retired or separated participants receiving benefits	2015-07-01	6
Number of other retired or separated participants entitled to future benefits	2015-07-01	2
Total of all active and inactive participants	2015-07-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	18
Number of participants with account balances	2015-07-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	16
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	10
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	8
Total of all active and inactive participants	2014-07-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	18
Number of participants with account balances	2014-07-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	1
2013: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	10
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	6
Total of all active and inactive participants	2013-07-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	16
Number of participants with account balances	2013-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	11
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	5
Total of all active and inactive participants	2012-07-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	16
Number of participants with account balances	2012-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	1
2011: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	9
Number of retired or separated participants receiving benefits	2011-07-01	1
Number of other retired or separated participants entitled to future benefits	2011-07-01	3
Total of all active and inactive participants	2011-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	13
Number of participants with account balances	2011-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	11
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	5
Total of all active and inactive participants	2010-07-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	16
Number of participants with account balances	2010-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	11
Number of retired or separated participants receiving benefits	2009-07-01	2
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	13
Number of participants with account balances	2009-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN

Measure	Date	Value
2023 : JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-06-30	$0
Total plan liabilities at beginning of year	2023-06-30	$0
Total income from all sources	2023-06-30	$31,084
Expenses. Total of all expenses incurred	2023-06-30	$194,208
Benefits paid (including direct rollovers)	2023-06-30	$189,358
Total plan assets at end of year	2023-06-30	$4,353,034
Total plan assets at beginning of year	2023-06-30	$4,516,158
Value of fidelity bond covering the plan	2023-06-30	$85,000
Total contributions received or receivable from participants	2023-06-30	$55,680
Other income received	2023-06-30	$-126,657
Net income (gross income less expenses)	2023-06-30	$-163,124
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$4,353,034
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$4,516,158
Assets. Value of assets in partnership/joint-venture interests	2023-06-30	$949,666
Total contributions received or receivable from employer(s)	2023-06-30	$102,061
Expenses. Administrative service providers (salaries,fees and commissions)	2023-06-30	$4,850
2022 : JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-06-30	$0
Total plan liabilities at beginning of year	2022-06-30	$0
Total income from all sources	2022-06-30	$637,963
Expenses. Total of all expenses incurred	2022-06-30	$120,850
Benefits paid (including direct rollovers)	2022-06-30	$116,000
Total plan assets at end of year	2022-06-30	$4,516,158
Total plan assets at beginning of year	2022-06-30	$3,999,045
Value of fidelity bond covering the plan	2022-06-30	$85,000
Total contributions received or receivable from participants	2022-06-30	$53,680
Expenses. Other expenses not covered elsewhere	2022-06-30	$4,850
Other income received	2022-06-30	$495,478
Net income (gross income less expenses)	2022-06-30	$517,113
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$4,516,158
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$3,999,045
Assets. Value of assets in partnership/joint-venture interests	2022-06-30	$1,316,064
Total contributions received or receivable from employer(s)	2022-06-30	$88,805
2021 : JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-06-30	$0
Total plan liabilities at beginning of year	2021-06-30	$0
Total income from all sources	2021-06-30	$1,046,059
Expenses. Total of all expenses incurred	2021-06-30	$22,850
Benefits paid (including direct rollovers)	2021-06-30	$18,000
Total plan assets at end of year	2021-06-30	$3,999,045
Total plan assets at beginning of year	2021-06-30	$2,975,836
Value of fidelity bond covering the plan	2021-06-30	$85,000
Total contributions received or receivable from participants	2021-06-30	$54,000
Other income received	2021-06-30	$900,246
Net income (gross income less expenses)	2021-06-30	$1,023,209
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$3,999,045
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$2,975,836
Assets. Value of assets in partnership/joint-venture interests	2021-06-30	$650,614
Total contributions received or receivable from employer(s)	2021-06-30	$91,813
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$4,850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
2020 : JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-06-30	$0
Total plan liabilities at beginning of year	2020-06-30	$0
Total income from all sources	2020-06-30	$1,786,538
Expenses. Total of all expenses incurred	2020-06-30	$107,877
Benefits paid (including direct rollovers)	2020-06-30	$103,027
Total plan assets at end of year	2020-06-30	$2,975,836
Total plan assets at beginning of year	2020-06-30	$1,297,175
Value of fidelity bond covering the plan	2020-06-30	$85,000
Total contributions received or receivable from participants	2020-06-30	$52,880
Contributions received from other sources (not participants or employers)	2020-06-30	$1,676,723
Other income received	2020-06-30	$-33,080
Net income (gross income less expenses)	2020-06-30	$1,678,661
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$2,975,836
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$1,297,175
Assets. Value of participant loans	2020-06-30	$18,617
Assets. Value of assets in partnership/joint-venture interests	2020-06-30	$181,433
Total contributions received or receivable from employer(s)	2020-06-30	$90,015
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$4,850
2019 : JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-06-30	$0
Total plan liabilities at beginning of year	2019-06-30	$0
Total income from all sources	2019-06-30	$205,758
Expenses. Total of all expenses incurred	2019-06-30	$63,862
Benefits paid (including direct rollovers)	2019-06-30	$59,012
Total plan assets at end of year	2019-06-30	$1,297,175
Total plan assets at beginning of year	2019-06-30	$1,155,279
Value of fidelity bond covering the plan	2019-06-30	$85,000
Total contributions received or receivable from participants	2019-06-30	$51,090
Expenses. Other expenses not covered elsewhere	2019-06-30	$4,850
Noncash contributions received	2019-06-30	$65,064
Net income (gross income less expenses)	2019-06-30	$141,896
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$1,297,175
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$1,155,279
Assets. Value of participant loans	2019-06-30	$21,265
Assets. Value of assets in partnership/joint-venture interests	2019-06-30	$73,218
Total contributions received or receivable from employer(s)	2019-06-30	$89,604
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
2018 : JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
2017 : JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$59,200
Expenses. Total of all expenses incurred	2017-06-30	$5,053
Benefits paid (including direct rollovers)	2017-06-30	$203
Total plan assets at end of year	2017-06-30	$1,078,780
Total plan assets at beginning of year	2017-06-30	$1,024,633
Value of fidelity bond covering the plan	2017-06-30	$85,000
Other income received	2017-06-30	$30,493
Net income (gross income less expenses)	2017-06-30	$54,147
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$1,078,780
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$1,024,633
Assets. Value of assets in partnership/joint-venture interests	2017-06-30	$25,850
Total contributions received or receivable from employer(s)	2017-06-30	$28,707
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$4,850
2016 : JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$-19,903
Expenses. Total of all expenses incurred	2016-06-30	$35,569
Benefits paid (including direct rollovers)	2016-06-30	$30,719
Total plan assets at end of year	2016-06-30	$1,024,633
Total plan assets at beginning of year	2016-06-30	$1,080,105
Value of fidelity bond covering the plan	2016-06-30	$100,000
Expenses. Other expenses not covered elsewhere	2016-06-30	$4,850
Other income received	2016-06-30	$-41,424
Net income (gross income less expenses)	2016-06-30	$-55,472
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$1,024,633
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$1,080,105
Assets. Value of participant loans	2016-06-30	$2,495
Assets. Value of assets in partnership/joint-venture interests	2016-06-30	$36,977
Total contributions received or receivable from employer(s)	2016-06-30	$21,521
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$82,105
Expenses. Total of all expenses incurred	2015-06-30	$4,850
Total plan assets at end of year	2015-06-30	$1,080,105
Total plan assets at beginning of year	2015-06-30	$1,002,850
Value of fidelity bond covering the plan	2015-06-30	$85,000
Expenses. Other expenses not covered elsewhere	2015-06-30	$4,850
Other income received	2015-06-30	$59,098
Net income (gross income less expenses)	2015-06-30	$77,255
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$1,080,105
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$1,002,850
Assets. Value of assets in partnership/joint-venture interests	2015-06-30	$177,554
Total contributions received or receivable from employer(s)	2015-06-30	$23,007
2014 : JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$225,516
Expenses. Total of all expenses incurred	2014-06-30	$4,850
Total plan assets at end of year	2014-06-30	$1,002,850
Total plan assets at beginning of year	2014-06-30	$782,184
Value of fidelity bond covering the plan	2014-06-30	$85,000
Expenses. Other expenses not covered elsewhere	2014-06-30	$4,850
Other income received	2014-06-30	$204,092
Net income (gross income less expenses)	2014-06-30	$220,666
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$1,002,850
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$782,184
Assets. Value of assets in partnership/joint-venture interests	2014-06-30	$177,554
Total contributions received or receivable from employer(s)	2014-06-30	$21,424
2013 : JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$23,023
Expenses. Total of all expenses incurred	2013-06-30	$4,850
Total plan assets at end of year	2013-06-30	$782,184
Total plan assets at beginning of year	2013-06-30	$764,011
Value of fidelity bond covering the plan	2013-06-30	$85,000
Expenses. Other expenses not covered elsewhere	2013-06-30	$4,850
Other income received	2013-06-30	$885
Net income (gross income less expenses)	2013-06-30	$18,173
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$782,184
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$764,011
Assets. Value of assets in partnership/joint-venture interests	2013-06-30	$278,054
Total contributions received or receivable from employer(s)	2013-06-30	$22,138
2012 : JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$-8,212
Expenses. Total of all expenses incurred	2012-06-30	$176,498
Benefits paid (including direct rollovers)	2012-06-30	$171,072
Total plan assets at end of year	2012-06-30	$764,011
Total plan assets at beginning of year	2012-06-30	$948,721
Value of fidelity bond covering the plan	2012-06-30	$85,000
Expenses. Other expenses not covered elsewhere	2012-06-30	$5,426
Other income received	2012-06-30	$-34,633
Net income (gross income less expenses)	2012-06-30	$-184,710
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$764,011
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$948,721
Assets. Value of assets in partnership/joint-venture interests	2012-06-30	$278,054
Total contributions received or receivable from employer(s)	2012-06-30	$26,421
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$119,689
Expenses. Total of all expenses incurred	2011-06-30	$23,726
Benefits paid (including direct rollovers)	2011-06-30	$17,916
Total plan assets at end of year	2011-06-30	$948,721
Total plan assets at beginning of year	2011-06-30	$852,758
Value of fidelity bond covering the plan	2011-06-30	$85,000
Total contributions received or receivable from participants	2011-06-30	$0
Expenses. Other expenses not covered elsewhere	2011-06-30	$5,810
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$76,178
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$95,963
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$948,721
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$852,758
Assets. Value of participant loans	2011-06-30	$17,614
Total contributions received or receivable from employer(s)	2011-06-30	$43,511
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN

2022: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: JOHN R SINNER INSURANCE AGENCY, INC AGE-WEIGHTED PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

1185-2369

Policy instance

Insurance contract or identification number	1185-2369
Number of Individuals Covered	2
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

1185-2369

Policy instance

Insurance contract or identification number	1185-2369
Number of Individuals Covered	2
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

1185-2369

Policy instance

Insurance contract or identification number	1185-2369
Number of Individuals Covered	2
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

1185-2369

Policy instance

Insurance contract or identification number	1185-2369
Number of Individuals Covered	2
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

1185-2369

Policy instance

Insurance contract or identification number	1185-2369
Number of Individuals Covered	2
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

1185-2369

Policy instance

Insurance contract or identification number	1185-2369
Number of Individuals Covered	2
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	JOHN R. SINNER INSURANCE AGENCY, INC.
Employer identification number (EIN):	953517090
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages