401k Plan data: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST plan

EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST
Plan identification number	001

EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.

401k Sponsoring company profile

EDWARD L. SANDERS INSURANCE AGENCY INC. has sponsored the creation of one or more 401k plans.

Company Name: EDWARD L. SANDERS INSURANCE AGENCY INC.

Employer identification number (EIN): 520986911

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 EDWARD L. SANDERS III 2019-09-22
001 2017-01-01
001 2016-01-01
001 2015-01-01 EDWARD L. SANDERS III
001 2014-01-01 EDWARD L. SANDERS III
001 2014-01-01 EDWARD L. SANDERS III
001 2013-01-01 EDWARD L. SANDERS III
001 2012-01-01 EDWARD L. SANDERS III
001 2011-01-01 EDWARD L. SANDERS III
001 2010-01-01 EDWARD L. SANDERS III

Plan Statistics for EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST

401k plan membership statisitcs for EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST

Measure Date Value
2018: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 18
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 18
Number of participants with account balances 2018-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 19
Number of retired or separated participants receiving benefits 2017-01-01 2
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 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 21
Number of participants with account balances 2017-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
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 1
Total of all active and inactive participants 2016-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 21
Number of participants with account balances 2016-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 19
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 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 19
Number of participants with account balances 2015-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 19
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 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 19
Number of participants with account balances 2014-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
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 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
Number of retired or separated participants receiving benefits 2012-01-01 1
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 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 18
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
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 1
Total of all active and inactive participants 2011-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 20
Number of participants with account balances 2010-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1

Measure	Date	Value
2018: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	18
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	18
Number of participants with account balances	2018-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	19
Number of retired or separated participants receiving benefits	2017-01-01	2
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	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	21
Number of participants with account balances	2017-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
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	1
Total of all active and inactive participants	2016-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	21
Number of participants with account balances	2016-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	19
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	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	19
Number of participants with account balances	2015-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	19
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	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	19
Number of participants with account balances	2014-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
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	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
Number of retired or separated participants receiving benefits	2012-01-01	1
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	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	18
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
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	1
Total of all active and inactive participants	2011-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	20
Number of participants with account balances	2010-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1

Financial Data on EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST

Measure	Date	Value
2018 : EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-150,493
Expenses. Total of all expenses incurred	2018-12-31	$215,393
Benefits paid (including direct rollovers)	2018-12-31	$215,393
Total plan assets at end of year	2018-12-31	$5,339,666
Total plan assets at beginning of year	2018-12-31	$5,705,552
Value of fidelity bond covering the plan	2018-12-31	$915,000
Assets. Value of tangible personal property	2018-12-31	$129,278
Other income received	2018-12-31	$-287,051
Net income (gross income less expenses)	2018-12-31	$-365,886
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,339,666
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,705,552
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$664,696
Total contributions received or receivable from employer(s)	2018-12-31	$136,558
2017 : EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$862,074
Expenses. Total of all expenses incurred	2017-12-31	$428,742
Benefits paid (including direct rollovers)	2017-12-31	$388,714
Total plan assets at end of year	2017-12-31	$5,705,552
Total plan assets at beginning of year	2017-12-31	$5,272,220
Value of fidelity bond covering the plan	2017-12-31	$825,000
Assets. Value of tangible personal property	2017-12-31	$130,864
Other income received	2017-12-31	$730,810
Net income (gross income less expenses)	2017-12-31	$433,332
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,705,552
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,272,220
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$1,073,479
Total contributions received or receivable from employer(s)	2017-12-31	$131,264
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$40,028
2016 : EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$590,411
Expenses. Total of all expenses incurred	2016-12-31	$134,478
Benefits paid (including direct rollovers)	2016-12-31	$134,478
Total plan assets at end of year	2016-12-31	$5,272,220
Total plan assets at beginning of year	2016-12-31	$4,816,287
Value of fidelity bond covering the plan	2016-12-31	$750,000
Assets. Value of tangible personal property	2016-12-31	$117,079
Other income received	2016-12-31	$462,315
Net income (gross income less expenses)	2016-12-31	$455,933
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,272,220
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,816,287
Assets. Value of participant loans	2016-12-31	$515
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$591,100
Total contributions received or receivable from employer(s)	2016-12-31	$128,096
2015 : EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-99,695
Expenses. Total of all expenses incurred	2015-12-31	$146,988
Benefits paid (including direct rollovers)	2015-12-31	$117,798
Total plan assets at end of year	2015-12-31	$4,816,287
Total plan assets at beginning of year	2015-12-31	$5,062,970
Value of fidelity bond covering the plan	2015-12-31	$735,000
Assets. Value of tangible personal property	2015-12-31	$101,790
Expenses. Other expenses not covered elsewhere	2015-12-31	$26,244
Other income received	2015-12-31	$-221,314
Net income (gross income less expenses)	2015-12-31	$-246,683
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,816,287
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,062,970
Assets. Value of participant loans	2015-12-31	$53,345
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$630,544
Total contributions received or receivable from employer(s)	2015-12-31	$121,619
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,946
2014 : EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$500,044
Expenses. Total of all expenses incurred	2014-12-31	$863,096
Benefits paid (including direct rollovers)	2014-12-31	$863,096
Total plan assets at end of year	2014-12-31	$5,182,431
Total plan assets at beginning of year	2014-12-31	$5,545,483
Value of fidelity bond covering the plan	2014-12-31	$600,000
Assets. Value of tangible personal property	2014-12-31	$121,075
Other income received	2014-12-31	$380,583
Net income (gross income less expenses)	2014-12-31	$-363,052
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,182,431
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,545,483
Assets. Value of participant loans	2014-12-31	$6,432
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$473,485
Total contributions received or receivable from employer(s)	2014-12-31	$119,461
2013 : EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$696,935
Expenses. Total of all expenses incurred	2013-12-31	$134,582
Benefits paid (including direct rollovers)	2013-12-31	$102,417
Total plan assets at end of year	2013-12-31	$5,545,483
Total plan assets at beginning of year	2013-12-31	$4,983,130
Value of fidelity bond covering the plan	2013-12-31	$600,000
Assets. Value of tangible personal property	2013-12-31	$123,707
Other income received	2013-12-31	$562,460
Net income (gross income less expenses)	2013-12-31	$562,353
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,545,483
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,983,130
Assets. Value of participant loans	2013-12-31	$9,208
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$457,578
Total contributions received or receivable from employer(s)	2013-12-31	$134,475
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$32,165
2012 : EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$550,410
Expenses. Total of all expenses incurred	2012-12-31	$121,022
Benefits paid (including direct rollovers)	2012-12-31	$102,839
Total plan assets at end of year	2012-12-31	$4,983,130
Total plan assets at beginning of year	2012-12-31	$4,553,742
Value of fidelity bond covering the plan	2012-12-31	$500,000
Assets. Value of tangible personal property	2012-12-31	$169,290
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,700
Other income received	2012-12-31	$470,410
Net income (gross income less expenses)	2012-12-31	$429,388
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,983,130
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,553,742
Assets. Value of participant loans	2012-12-31	$11,868
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$35,560
Total contributions received or receivable from employer(s)	2012-12-31	$80,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$16,483
2011 : EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$17,052
Expenses. Total of all expenses incurred	2011-12-31	$95,365
Benefits paid (including direct rollovers)	2011-12-31	$95,365
Total plan assets at end of year	2011-12-31	$4,553,742
Total plan assets at beginning of year	2011-12-31	$4,632,055
Value of fidelity bond covering the plan	2011-12-31	$500,000
Assets. Value of tangible personal property	2011-12-31	$159,478
Other income received	2011-12-31	$-2,948
Net income (gross income less expenses)	2011-12-31	$-78,313
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,553,742
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,632,055
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$35,725
Total contributions received or receivable from employer(s)	2011-12-31	$20,000
2010 : EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$583,172
Expenses. Total of all expenses incurred	2010-12-31	$87,741
Benefits paid (including direct rollovers)	2010-12-31	$83,816
Total plan assets at end of year	2010-12-31	$4,632,055
Total plan assets at beginning of year	2010-12-31	$4,136,624
Value of fidelity bond covering the plan	2010-12-31	$500,000
Assets. Value of tangible personal property	2010-12-31	$143,230
Other income received	2010-12-31	$542,592
Net income (gross income less expenses)	2010-12-31	$495,431
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,632,055
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,136,624
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$35,725
Total contributions received or receivable from employer(s)	2010-12-31	$40,580
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,925

Form 5500 Responses for EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST

2018: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 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	No
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: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 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: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 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: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 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: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EDWARD L. SANDERS INSURANCE AGENCY, INC. PROFIT SHARING RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EDWARD L. SANDERS INSURANCE AGENCY INC.
Employer identification number (EIN):	520986911
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	EDWARD L. SANDERS III	2019-09-22
001	2017-01-01
001	2016-01-01
001	2015-01-01	EDWARD L. SANDERS III
001	2014-01-01	EDWARD L. SANDERS III
001	2014-01-01	EDWARD L. SANDERS III
001	2013-01-01	EDWARD L. SANDERS III
001	2012-01-01	EDWARD L. SANDERS III
001	2011-01-01	EDWARD L. SANDERS III
001	2010-01-01	EDWARD L. SANDERS III