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INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN 401k Plan overview

Plan NameINDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN
Plan identification number 001

INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

INDEPENDANT INSURANCE SERVICES IN has sponsored the creation of one or more 401k plans.

Company Name:INDEPENDANT INSURANCE SERVICES IN
Employer identification number (EIN):421512994
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01ANDREW J TRUITT ANDREW J. TRUITT2014-07-15
0012012-01-01ANDREW J TRUITT
0012011-01-01ANDREW J TRUITT
0012010-01-01ANDREW J TRUITT2011-09-13
0012009-01-01ANDREW TRUITT2010-07-27
0012009-01-01ANDREW J TRUITT2010-10-14 ANDREW J TRUITT2010-10-14
0012009-01-01ANDREW J TRUITT2010-10-14 ANDREW J TRUITT2010-10-14
0012009-01-01ANDREW J TRUITT
0012009-01-01ANDREW J TRUITT ANDREW J TRUITT2010-10-15
0012009-01-01ANDREW J TRUITT
0012009-01-01ANDREW J TRUITT2010-10-14 ANDREW J TRUITT2010-10-14

Plan Statistics for INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN

401k plan membership statisitcs for INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN

Measure Date Value
2013: INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010

Financial Data on INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN

Measure Date Value
2013 : INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$0
Expenses. Total of all expenses incurred2013-12-31$91,932
Benefits paid (including direct rollovers)2013-12-31$91,932
Total plan assets at end of year2013-12-31$0
Total plan assets at beginning of year2013-12-31$91,932
Net income (gross income less expenses)2013-12-31$-91,932
Net plan assets at end of year (total assets less liabilities)2013-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$91,932
2012 : INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$276,726
Total income from all sources2012-12-31$-135,855
Expenses. Total of all expenses incurred2012-12-31$190,023
Benefits paid (including direct rollovers)2012-12-31$173,914
Total plan assets at end of year2012-12-31$91,932
Total plan assets at beginning of year2012-12-31$694,536
Expenses. Other expenses not covered elsewhere2012-12-31$16,109
Other income received2012-12-31$-135,855
Net income (gross income less expenses)2012-12-31$-325,878
Net plan assets at end of year (total assets less liabilities)2012-12-31$91,932
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$417,810
2011 : INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$276,726
Total plan liabilities at beginning of year2011-12-31$281,401
Total income from all sources2011-12-31$17,868
Expenses. Total of all expenses incurred2011-12-31$48,962
Benefits paid (including direct rollovers)2011-12-31$5,715
Total plan assets at end of year2011-12-31$694,536
Total plan assets at beginning of year2011-12-31$730,306
Expenses. Other expenses not covered elsewhere2011-12-31$42,947
Other income received2011-12-31$17,868
Net income (gross income less expenses)2011-12-31$-31,094
Net plan assets at end of year (total assets less liabilities)2011-12-31$417,810
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$448,905
Assets. Value of real-estate (other than employer real property)2011-12-31$430,706
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$300
2010 : INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$281,401
Total plan liabilities at beginning of year2010-12-31$285,854
Total income from all sources2010-12-31$24,018
Expenses. Total of all expenses incurred2010-12-31$41,785
Total plan assets at end of year2010-12-31$730,306
Total plan assets at beginning of year2010-12-31$752,526
Expenses. Other expenses not covered elsewhere2010-12-31$41,735
Other income received2010-12-31$24,018
Net income (gross income less expenses)2010-12-31$-17,767
Net plan assets at end of year (total assets less liabilities)2010-12-31$448,905
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$466,672
Assets. Value of real-estate (other than employer real property)2010-12-31$449,814
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$50

Form 5500 Responses for INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN

2013: INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INDEPENDENT INSURANCE SERVICES INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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