401k Plan data: THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN plan

THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN
Plan identification number	001

THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

THE HEARN INSURANCE AGENCY INC. has sponsored the creation of one or more 401k plans.

Company Name: THE HEARN INSURANCE AGENCY INC.

Employer identification number (EIN): 273815088

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 TIMOTHY HEARN
001 2016-01-01 TIMOTHY HEARN
001 2015-01-01 TIMOTHY HEARN
001 2014-01-01 TIMOTHY HEARN
001 2013-01-01 TIMOTHY HEARN
001 2012-01-01 TIMOTHY HEARN
001 2011-01-01 TIMOTHY HEARN

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01	TIMOTHY HEARN
001	2016-01-01	TIMOTHY HEARN
001	2015-01-01	TIMOTHY HEARN
001	2014-01-01	TIMOTHY HEARN
001	2013-01-01	TIMOTHY HEARN
001	2012-01-01	TIMOTHY HEARN
001	2011-01-01	TIMOTHY HEARN

Plan Statistics for THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN

401k plan membership statisitcs for THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN

Measure Date Value
2017: THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
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 0
2016: THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 2
2015: THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2017: THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
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	0
2016: THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	2
2015: THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN

Measure	Date	Value
2017 : THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-05-31	$-197,395
Expenses. Total of all expenses incurred	2017-05-31	$0
Benefits paid (including direct rollovers)	2017-05-31	$0
Total plan assets at end of year	2017-05-31	$0
Total plan assets at beginning of year	2017-05-31	$197,395
Value of fidelity bond covering the plan	2017-05-31	$25,000
Total contributions received or receivable from participants	2017-05-31	$0
Contributions received from other sources (not participants or employers)	2017-05-31	$0
Other income received	2017-05-31	$-197,395
Net income (gross income less expenses)	2017-05-31	$-197,395
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$197,395
Assets. Value of employer securities	2017-05-31	$0
Total contributions received or receivable from employer(s)	2017-05-31	$0
Value of certain deemed distributions of participant loans	2017-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-05-31	$0
2016 : THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$-52,013
Total plan assets at end of year	2016-12-31	$197,395
Total plan assets at beginning of year	2016-12-31	$249,408
Value of fidelity bond covering the plan	2016-12-31	$25,000
Other income received	2016-12-31	$-52,013
Net income (gross income less expenses)	2016-12-31	$-52,013
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$197,395
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$249,408
Assets. Value of employer securities	2016-12-31	$197,395
2015 : THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-29,929
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$249,408
Total plan assets at beginning of year	2015-12-31	$279,337
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-29,929
Net income (gross income less expenses)	2015-12-31	$-29,929
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$249,408
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$279,337
Assets. Value of employer securities	2015-12-31	$249,408
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-19,953
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$279,337
Total plan assets at beginning of year	2014-12-31	$299,290
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-19,953
Net income (gross income less expenses)	2014-12-31	$-19,953
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$279,337
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$299,290
Assets. Value of employer securities	2014-12-31	$279,337
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$88,664
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$299,290
Total plan assets at beginning of year	2013-12-31	$210,626
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$88,664
Net income (gross income less expenses)	2013-12-31	$88,664
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$299,290
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$210,626
Assets. Value of employer securities	2013-12-31	$299,290
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$20,827
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$210,626
Total plan assets at beginning of year	2012-12-31	$189,799
Total contributions received or receivable from participants	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$20,827
Net income (gross income less expenses)	2012-12-31	$20,827
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$210,626
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$189,799
Assets. Value of employer securities	2012-12-31	$210,626
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-20,827
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$189,799
Total plan assets at beginning of year	2011-12-31	$210,626
Value of fidelity bond covering the plan	2011-12-31	$15,000
Total contributions received or receivable from participants	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-20,827
Net income (gross income less expenses)	2011-12-31	$-20,827
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$189,799
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$210,626
Assets. Value of employer securities	2011-12-31	$189,799
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$210,626
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$210,626
Total plan assets at beginning of year	2010-12-31	$0
Value of fidelity bond covering the plan	2010-12-31	$15,000
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$210,580
Other income received	2010-12-31	$46
Net income (gross income less expenses)	2010-12-31	$210,626
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$210,626
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$210,626
Total contributions received or receivable from employer(s)	2010-12-31	$0

Form 5500 Responses for THE HEARN INSURANCE AGENCY INC. PROFIT SHARING PLAN

2017: THE HEARN INSURANCE 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	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE HEARN INSURANCE 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: THE HEARN INSURANCE 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: THE HEARN INSURANCE 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: THE HEARN INSURANCE 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: THE HEARN INSURANCE 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: THE HEARN INSURANCE 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

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Company Name:	THE HEARN INSURANCE AGENCY INC.
Employer identification number (EIN):	273815088
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages