401k Plan data: JOHN FREY INSURANCE AGENCY RETIREMENT PLAN plan

JOHN FREY INSURANCE AGENCY RETIREMENT PLAN 401k Plan overview

Plan Name	JOHN FREY INSURANCE AGENCY RETIREMENT PLAN
Plan identification number	001

JOHN FREY INSURANCE AGENCY RETIREMENT 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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 FREY INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN FREY INSURANCE AGENCY, INC.

Employer identification number (EIN): 455304053

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about JOHN FREY INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2012-05-14

Company Identification Number: 2106570

Legal Registered Office Address: 3250 WEST MARKET STREET
SUITE 205
FAIRLAWN
United States of America (USA)
44333

More information about JOHN FREY INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN FREY INSURANCE AGENCY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JOHN G. FREY JOHN G. FREY 2014-10-01
001 2012-07-27 JOHN G. FREY JOHN G. FREY 2013-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	JOHN G. FREY		JOHN G. FREY	2014-10-01
001	2012-07-27	JOHN G. FREY		JOHN G. FREY	2013-07-15

Plan Statistics for JOHN FREY INSURANCE AGENCY RETIREMENT PLAN

401k plan membership statisitcs for JOHN FREY INSURANCE AGENCY RETIREMENT PLAN

Measure Date Value
2013: JOHN FREY INSURANCE AGENCY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN FREY INSURANCE AGENCY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-27 1
Total number of active participants reported on line 7a of the Form 5500 2012-07-27 1
Number of retired or separated participants receiving benefits 2012-07-27 0
Number of other retired or separated participants entitled to future benefits 2012-07-27 0
Total of all active and inactive participants 2012-07-27 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-27 0
Total participants 2012-07-27 1
Number of participants with account balances 2012-07-27 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-27 0

Measure	Date	Value
2013: JOHN FREY INSURANCE AGENCY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN FREY INSURANCE AGENCY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-27	1
Total number of active participants reported on line 7a of the Form 5500	2012-07-27	1
Number of retired or separated participants receiving benefits	2012-07-27	0
Number of other retired or separated participants entitled to future benefits	2012-07-27	0
Total of all active and inactive participants	2012-07-27	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-27	0
Total participants	2012-07-27	1
Number of participants with account balances	2012-07-27	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-27	0

Financial Data on JOHN FREY INSURANCE AGENCY RETIREMENT PLAN

Measure	Date	Value
2013 : JOHN FREY INSURANCE AGENCY RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$125,447
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$182,548
Total plan assets at beginning of year	2013-12-31	$57,101
Other income received	2013-12-31	$125,447
Net income (gross income less expenses)	2013-12-31	$125,447
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$182,548
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$57,101
Assets. Value of employer securities	2013-12-31	$182,547
2012 : JOHN FREY INSURANCE AGENCY RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$57,137
Expenses. Total of all expenses incurred	2012-12-31	$36
Total plan assets at end of year	2012-12-31	$57,101
Expenses. Other expenses not covered elsewhere	2012-12-31	$36
Contributions received from other sources (not participants or employers)	2012-12-31	$50,000
Other income received	2012-12-31	$7,137
Net income (gross income less expenses)	2012-12-31	$57,101
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$57,101
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$57,100

Form 5500 Responses for JOHN FREY INSURANCE AGENCY RETIREMENT PLAN

2013: JOHN FREY INSURANCE AGENCY RETIREMENT 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
2012: JOHN FREY INSURANCE AGENCY RETIREMENT PLAN 2012 form 5500 responses
2012-07-27	Type of plan entity	Single employer plan
2012-07-27	First time form 5500 has been submitted	Yes
2012-07-27	Submission has been amended	No
2012-07-27	This submission is the final filing	No
2012-07-27	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-07-27	Plan is a collectively bargained plan	No
2012-07-27	Plan funding arrangement – Trust	Yes
2012-07-27	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN FREY INSURANCE AGENCY, INC.
Employer identification number (EIN):	455304053
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2012-05-14
Company Identification Number:	2106570
Legal Registered Office Address:	3250 WEST MARKET STREET SUITE 205 FAIRLAWN United States of America (USA) 44333