401k Plan data: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN plan

ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT G. RELPH INSURANCE AGENCIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT G. RELPH INSURANCE AGENCIES, INC.

Employer identification number (EIN): 161181862

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) 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 MIKE SCARCELLI
001 2016-01-01 MIKE SCARCELLI
001 2015-01-01 MIKE SCARCELLI
001 2014-01-01 MIKE SCARCELLI
001 2013-01-01 MIKE SCARCELLI
001 2012-01-01 ROBERT G. RELPH, JR 2013-07-22
001 2011-01-01 ROBERT G. RELPH, JR. 2012-07-05 ROBERT G. RELPH,JR. 2012-07-05
001 2010-01-01 ROBERT G. RELPH, JR. 2011-05-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	MIKE SCARCELLI
001	2016-01-01	MIKE SCARCELLI
001	2015-01-01	MIKE SCARCELLI
001	2014-01-01	MIKE SCARCELLI
001	2013-01-01	MIKE SCARCELLI
001	2012-01-01	ROBERT G. RELPH, JR	2013-07-22
001	2011-01-01	ROBERT G. RELPH, JR.	2012-07-05	ROBERT G. RELPH,JR.	2012-07-05
001	2010-01-01	ROBERT G. RELPH, JR.	2011-05-16

Plan Statistics for ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 92
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
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 66
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 26
Total of all active and inactive participants 2016-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 92
Number of participants with account balances 2016-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 85
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 25
Total of all active and inactive participants 2015-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 110
Number of participants with account balances 2015-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 89
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 18
Total of all active and inactive participants 2014-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 107
Number of participants with account balances 2014-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 93
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 17
Total of all active and inactive participants 2013-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 110
Number of participants with account balances 2013-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2017: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	92
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
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	66
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	26
Total of all active and inactive participants	2016-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	92
Number of participants with account balances	2016-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	85
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	25
Total of all active and inactive participants	2015-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	110
Number of participants with account balances	2015-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	89
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	18
Total of all active and inactive participants	2014-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	107
Number of participants with account balances	2014-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	93
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	17
Total of all active and inactive participants	2013-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	110
Number of participants with account balances	2013-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$-6,847,652
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,921,862
Expenses. Total of all expenses incurred	2017-12-31	$2,252,760
Benefits paid (including direct rollovers)	2017-12-31	$2,200,032
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$7,178,550
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$405,575
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$28,975
Other income received	2017-12-31	$1,319,383
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-330,898
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	$7,178,550
Total contributions received or receivable from employer(s)	2017-12-31	$167,929
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$52,728
2016 : ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,382,665
Expenses. Total of all expenses incurred	2016-12-31	$199,971
Benefits paid (including direct rollovers)	2016-12-31	$158,584
Total plan assets at end of year	2016-12-31	$7,178,550
Total plan assets at beginning of year	2016-12-31	$5,995,856
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$370,652
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$313,289
Other income received	2016-12-31	$541,074
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$1,182,694
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,178,550
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,995,856
Total contributions received or receivable from employer(s)	2016-12-31	$157,650
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$41,387
2015 : ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$574,884
Expenses. Total of all expenses incurred	2015-12-31	$463,297
Benefits paid (including direct rollovers)	2015-12-31	$424,818
Total plan assets at end of year	2015-12-31	$5,995,856
Total plan assets at beginning of year	2015-12-31	$5,884,269
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$404,140
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$21,114
Other income received	2015-12-31	$-46,667
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$111,587
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,995,856
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,884,269
Total contributions received or receivable from employer(s)	2015-12-31	$196,297
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$38,479
2014 : ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,017,868
Expenses. Total of all expenses incurred	2014-12-31	$791,064
Benefits paid (including direct rollovers)	2014-12-31	$751,783
Total plan assets at end of year	2014-12-31	$5,884,269
Total plan assets at beginning of year	2014-12-31	$5,657,465
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$342,477
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$183,063
Other income received	2014-12-31	$312,441
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$226,804
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,884,269
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,657,465
Total contributions received or receivable from employer(s)	2014-12-31	$179,887
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$39,281
2013 : ROBERT G. RELPH INSURANCE AGENCIES, INC. 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	$1,314,156
Expenses. Total of all expenses incurred	2013-12-31	$94,311
Benefits paid (including direct rollovers)	2013-12-31	$64,434
Total plan assets at end of year	2013-12-31	$5,657,465
Total plan assets at beginning of year	2013-12-31	$4,437,620
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$299,961
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$21,630
Other income received	2013-12-31	$825,226
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,219,845
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,657,465
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,437,620
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$167,339
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	$29,877

Form 5500 Responses for ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN

2017: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT G. RELPH INSURANCE AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT G. RELPH INSURANCE AGENCIES, INC.
Employer identification number (EIN):	161181862
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages