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| Plan Name | PATRICK J. THOMAS AGENCY, INC PROFIT SHARING AND 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PATRICK J. THOMAS AGENCY, INC. |
| Employer identification number (EIN): | 410908095 |
| NAIC Classification: | 525100 |
| NAIC Description: | Â Insurance and Employee Benefit Funds |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MATTHEW DAVIES | 2024-03-27 | ||
| 001 | 2022-01-01 | MATTHEW DAVIES | 2023-02-28 | MATTHEW DAVIES | 2023-02-28 |
| 001 | 2021-01-01 | MATTHEW DAVIES | 2022-03-29 | MATTHEW DAVIES | 2022-03-29 |
| 001 | 2020-01-01 | MATTHEW DAVIES | 2021-03-11 | MATTHEW DAVIES | 2021-03-11 |
| 001 | 2019-01-01 | MATTHEW DAVIES | 2020-04-06 | MATTHEW DAVIES | 2020-04-06 |
| 001 | 2018-01-01 | MATTHEW DAVIES | 2019-03-13 | MATTHEW DAVIES | 2019-03-13 |
| 001 | 2017-01-01 | MATTHEW DAVIES | 2018-03-07 | MATTHEW DAVIES | 2018-03-07 |
| 001 | 2016-01-01 | MATTHEW DAVIES | 2017-03-14 | MATTHEW DAVIES | 2017-03-14 |
| 001 | 2015-01-01 | MATTHEW DAVIES | 2016-04-27 | MATTHEW DAVIES | 2016-04-27 |
| 001 | 2014-01-01 | MATTHEW DAVIES | 2015-03-26 | MATTHEW DAVIES | 2015-03-26 |
| 001 | 2013-01-01 | MATTHEW DAVIES | 2014-05-07 | ||
| 001 | 2012-01-01 | RICHARD DAVIES | 2013-06-18 | RICHARD DAVIES | 2013-06-18 |
| 001 | 2011-01-01 | RICHARD DAVIES | 2012-05-16 | RICHARD DAVIES | 2012-05-16 |
| 001 | 2010-01-01 | RICHARD DAVIES | 2011-03-28 | RICHARD DAVIES | 2011-03-28 |
| 001 | 2009-01-01 | RICHARD DAVIES | RICHARD DAVIES | 2010-06-10 |
| Measure | Date | Value |
|---|---|---|
| 2009: PATRICK J. THOMAS AGENCY, INC PROFIT SHARING AND 401(K) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| 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 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 12 |
| Number of participants with account balances | 2009-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2009: PATRICK J. THOMAS AGENCY, INC PROFIT SHARING AND 401(K) PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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