401k Plan data: JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN plan

JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN
Plan identification number	002

JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

JOSEPH DISTEL & CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH DISTEL & CO., INC.

Employer identification number (EIN): 060710813

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 RICHARD DISTEL 2017-08-15
002 2016-01-01 RICHARD DISTEL 2017-08-15
002 2015-01-01 RICHARD DISTEL 2016-04-29
002 2013-01-01 RICHARD DISTEL
002 2012-01-01 RICHARD DISTEL
002 2011-01-01 RICHARD DISTEL
002 2009-01-01 RICHARD DISTEL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-01-01	RICHARD DISTEL	2017-08-15
002	2016-01-01	RICHARD DISTEL	2017-08-15
002	2015-01-01	RICHARD DISTEL	2016-04-29
002	2013-01-01	RICHARD DISTEL
002	2012-01-01	RICHARD DISTEL
002	2011-01-01	RICHARD DISTEL
002	2009-01-01	RICHARD DISTEL

Plan Statistics for JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 20
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 22
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 22
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 24
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 25
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	20
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	22
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	22
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	24
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	25
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$635,550
Expenses. Total of all expenses incurred	2013-12-31	$109,673
Benefits paid (including direct rollovers)	2013-12-31	$79,821
Total plan assets at end of year	2013-12-31	$3,689,902
Total plan assets at beginning of year	2013-12-31	$3,164,025
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$37,507
Expenses. Other expenses not covered elsewhere	2013-12-31	$29,852
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$598,043
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$525,877
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,689,902
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,164,025
Assets. Value of participant loans	2013-12-31	$49,417
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$372,687
Expenses. Total of all expenses incurred	2012-12-31	$26,864
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$3,164,025
Total plan assets at beginning of year	2012-12-31	$2,818,202
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$35,635
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$337,052
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$345,823
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,164,025
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,818,202
Assets. Value of participant loans	2012-12-31	$10,490
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$26,864
2011 : JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-2,662
Expenses. Total of all expenses incurred	2011-12-31	$37,054
Benefits paid (including direct rollovers)	2011-12-31	$11,733
Total plan assets at end of year	2011-12-31	$2,818,202
Total plan assets at beginning of year	2011-12-31	$2,857,918
Value of fidelity bond covering the plan	2011-12-31	$265,000
Total contributions received or receivable from participants	2011-12-31	$35,009
Expenses. Other expenses not covered elsewhere	2011-12-31	$25,321
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-37,671
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-39,716
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,818,202
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,857,918
Assets. Value of participant loans	2011-12-31	$12,022
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$317,323
Expenses. Total of all expenses incurred	2010-12-31	$66,912
Benefits paid (including direct rollovers)	2010-12-31	$45,266
Total plan assets at end of year	2010-12-31	$2,857,918
Total plan assets at beginning of year	2010-12-31	$2,607,507
Value of fidelity bond covering the plan	2010-12-31	$265,000
Total contributions received or receivable from participants	2010-12-31	$35,579
Expenses. Other expenses not covered elsewhere	2010-12-31	$21,646
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$281,744
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$250,411
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,857,918
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,607,507
Assets. Value of participant loans	2010-12-31	$6,196
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN

2013: JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOSEPH DISTEL & CO., INC. SECTION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOSEPH DISTEL & CO., INC.
Employer identification number (EIN):	060710813
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages