401k Plan data: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN plan

JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN
Plan identification number	001

JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

JOHN CALLAHAN AGENCY INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN CALLAHAN AGENCY INC.

Employer identification number (EIN): 112891946

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JOHN CALLAHAN JOHN CALLAHAN 2018-07-30
001 2016-01-01 JOHN CALLAHAN JOHN CALLAHAN 2017-06-03
001 2015-01-01 JOHN CALLAHAN JOHN CALLAHAN 2016-09-26
001 2014-01-01 JOHN CALLAHAN JOHN CALLAHAN 2015-07-31
001 2013-01-01 JOHN CALLAHAN JOHN CALLAHAN 2014-06-02
001 2012-01-01 JOHN CALLAHAN JOHN CALLAHAN 2013-05-06
001 2011-01-01 JOHN CALLAHAN JOHN CALLAHAN 2012-06-09
001 2009-01-01 JOHN CALLAHAN JOHN CALLAHAN 2010-06-02

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	JOHN CALLAHAN	JOHN CALLAHAN	2018-07-30
001	2016-01-01	JOHN CALLAHAN	JOHN CALLAHAN	2017-06-03
001	2015-01-01	JOHN CALLAHAN	JOHN CALLAHAN	2016-09-26
001	2014-01-01	JOHN CALLAHAN	JOHN CALLAHAN	2015-07-31
001	2013-01-01	JOHN CALLAHAN	JOHN CALLAHAN	2014-06-02
001	2012-01-01	JOHN CALLAHAN	JOHN CALLAHAN	2013-05-06
001	2011-01-01	JOHN CALLAHAN	JOHN CALLAHAN	2012-06-09
001	2009-01-01	JOHN CALLAHAN	JOHN CALLAHAN	2010-06-02

Plan Statistics for JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN

Measure Date Value
2017: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2017: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9

Financial Data on JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN

Measure	Date	Value
2017 : JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$102,556
Expenses. Total of all expenses incurred	2017-12-31	$1,692,651
Benefits paid (including direct rollovers)	2017-12-31	$1,692,651
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$1,590,095
Other income received	2017-12-31	$102,556
Net income (gross income less expenses)	2017-12-31	$-1,590,095
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,590,095
2016 : JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$148,800
Expenses. Total of all expenses incurred	2016-12-31	$46,889
Benefits paid (including direct rollovers)	2016-12-31	$28,783
Total plan assets at end of year	2016-12-31	$1,590,095
Total plan assets at beginning of year	2016-12-31	$1,488,184
Other income received	2016-12-31	$123,800
Net income (gross income less expenses)	2016-12-31	$101,911
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,590,095
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,488,184
Total contributions received or receivable from employer(s)	2016-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$18,106
2015 : JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$5,914
Expenses. Total of all expenses incurred	2015-12-31	$42,793
Benefits paid (including direct rollovers)	2015-12-31	$25,000
Total plan assets at end of year	2015-12-31	$1,488,184
Total plan assets at beginning of year	2015-12-31	$1,525,063
Other income received	2015-12-31	$-19,086
Net income (gross income less expenses)	2015-12-31	$-36,879
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,488,184
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,525,063
Total contributions received or receivable from employer(s)	2015-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$17,793
2014 : JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$102,942
Expenses. Total of all expenses incurred	2014-12-31	$17,507
Total plan assets at end of year	2014-12-31	$1,525,063
Total plan assets at beginning of year	2014-12-31	$1,439,628
Other income received	2014-12-31	$77,942
Net income (gross income less expenses)	2014-12-31	$85,435
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,525,063
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,439,628
Total contributions received or receivable from employer(s)	2014-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$17,507
2013 : JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$220,294
Expenses. Total of all expenses incurred	2013-12-31	$18,591
Benefits paid (including direct rollovers)	2013-12-31	$3,054
Total plan assets at end of year	2013-12-31	$1,439,628
Total plan assets at beginning of year	2013-12-31	$1,237,925
Other income received	2013-12-31	$195,294
Net income (gross income less expenses)	2013-12-31	$201,703
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,439,628
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,237,925
Total contributions received or receivable from employer(s)	2013-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$15,537
2012 : JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$148,831
Expenses. Total of all expenses incurred	2012-12-31	$13,035
Total plan assets at end of year	2012-12-31	$1,237,925
Total plan assets at beginning of year	2012-12-31	$1,102,129
Other income received	2012-12-31	$123,831
Net income (gross income less expenses)	2012-12-31	$135,796
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,237,925
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,102,129
Total contributions received or receivable from employer(s)	2012-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$13,035
2011 : JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-91,609
Expenses. Total of all expenses incurred	2011-12-31	$26,995
Total plan assets at end of year	2011-12-31	$1,102,129
Total plan assets at beginning of year	2011-12-31	$1,220,733
Other income received	2011-12-31	$-116,609
Net income (gross income less expenses)	2011-12-31	$-118,604
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,102,129
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,220,733
Total contributions received or receivable from employer(s)	2011-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$26,995
2010 : JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$154,927
Expenses. Total of all expenses incurred	2010-12-31	$14,737
Total plan assets at end of year	2010-12-31	$1,220,733
Total plan assets at beginning of year	2010-12-31	$1,080,543
Other income received	2010-12-31	$129,927
Net income (gross income less expenses)	2010-12-31	$140,190
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,220,733
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,080,543
Total contributions received or receivable from employer(s)	2010-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$14,737

Form 5500 Responses for JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN

2017: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN CALLAHAN AGENCY INC. 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: JOHN CALLAHAN AGENCY INC. 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: JOHN CALLAHAN AGENCY INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN CALLAHAN AGENCY INC. 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:	JOHN CALLAHAN AGENCY INC.
Employer identification number (EIN):	112891946
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages