Logo

THE GENERAL AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan NameTHE GENERAL AGENCY, INC. 401(K) PLAN
Plan identification number 002

THE GENERAL AGENCY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

THE GENERAL AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE GENERAL AGENCY, INC.
Employer identification number (EIN):570726910
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GENERAL AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01WILLIAM CAPPELMANN
0022016-01-01WILLIAM CAPPELMANN
0022015-01-01WILLIAM CAPPELMANN
0022014-01-01WILLIAM CAPPELMANN
0022013-01-01JOHN CAPPELMANN
0022012-01-01JOHN CAPPELMANN JOHN CAPPELMANN2013-06-14
0022011-01-01JOHN CAPPELMANN
0022009-01-01JOHN CAPPELMANN

Plan Statistics for THE GENERAL AGENCY, INC. 401(K) PLAN

401k plan membership statisitcs for THE GENERAL AGENCY, INC. 401(K) PLAN

Measure Date Value
2023: THE GENERAL AGENCY, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0114
Total number of active participants reported on line 7a of the Form 55002023-01-019
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0112
Number of participants with account balances2023-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE GENERAL AGENCY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0116
Total number of active participants reported on line 7a of the Form 55002022-01-0110
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0114
Number of participants with account balances2022-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE GENERAL AGENCY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0116
Total number of active participants reported on line 7a of the Form 55002021-01-0113
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0116
Number of participants with account balances2021-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE GENERAL AGENCY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0115
Total number of active participants reported on line 7a of the Form 55002020-01-0114
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0116
Number of participants with account balances2020-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE GENERAL AGENCY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0115
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0115
Number of participants with account balances2019-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE GENERAL AGENCY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114
Total number of active participants reported on line 7a of the Form 55002018-01-0114
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0115
Number of participants with account balances2018-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE GENERAL AGENCY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0115
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0114
Number of participants with account balances2017-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE GENERAL AGENCY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0115
Number of participants with account balances2016-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE GENERAL AGENCY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115
Number of participants with account balances2015-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE GENERAL AGENCY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE GENERAL AGENCY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0116
Total number of active participants reported on line 7a of the Form 55002013-01-0114
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 participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE GENERAL AGENCY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0116
Number of participants with account balances2012-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE GENERAL AGENCY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0117
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0117
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE GENERAL AGENCY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0118
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0117
Number of participants with account balances2009-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE GENERAL AGENCY, INC. 401(K) PLAN

Measure Date Value
2023 : THE GENERAL AGENCY, INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$617,675
Expenses. Total of all expenses incurred2023-12-31$215,611
Benefits paid (including direct rollovers)2023-12-31$203,892
Total plan assets at end of year2023-12-31$4,927,506
Total plan assets at beginning of year2023-12-31$4,525,442
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$50,250
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$543,984
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$402,064
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,927,506
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,525,442
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$23,441
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$11,719
2022 : THE GENERAL AGENCY, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-590,758
Expenses. Total of all expenses incurred2022-12-31$45,903
Benefits paid (including direct rollovers)2022-12-31$33,900
Total plan assets at end of year2022-12-31$4,525,442
Total plan assets at beginning of year2022-12-31$5,162,103
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$65,981
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-696,166
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-636,661
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,525,442
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,162,103
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$39,427
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$12,003
2021 : THE GENERAL AGENCY, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$719,509
Expenses. Total of all expenses incurred2021-12-31$182,101
Benefits paid (including direct rollovers)2021-12-31$170,087
Total plan assets at end of year2021-12-31$5,162,103
Total plan assets at beginning of year2021-12-31$4,624,695
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$59,812
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$624,622
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$537,408
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,162,103
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,624,695
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$35,075
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$12,014
2020 : THE GENERAL AGENCY, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$707,273
Expenses. Total of all expenses incurred2020-12-31$83,673
Benefits paid (including direct rollovers)2020-12-31$73,930
Total plan assets at end of year2020-12-31$4,624,695
Total plan assets at beginning of year2020-12-31$4,001,095
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$78,130
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$592,094
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$623,600
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,624,695
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,001,095
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$37,049
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$9,743
2019 : THE GENERAL AGENCY, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$849,735
Expenses. Total of all expenses incurred2019-12-31$12,643
Benefits paid (including direct rollovers)2019-12-31$3,975
Total plan assets at end of year2019-12-31$4,001,095
Total plan assets at beginning of year2019-12-31$3,164,003
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$91,088
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$717,867
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$837,092
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,001,095
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,164,003
Total contributions received or receivable from employer(s)2019-12-31$40,780
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$8,668
2018 : THE GENERAL AGENCY, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$39,626
Expenses. Total of all expenses incurred2018-12-31$3,899
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$3,164,003
Total plan assets at beginning of year2018-12-31$3,128,276
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$86,476
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-86,378
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$35,727
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,164,003
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,128,276
Total contributions received or receivable from employer(s)2018-12-31$39,528
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,899
2017 : THE GENERAL AGENCY, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$570,669
Expenses. Total of all expenses incurred2017-12-31$14,938
Benefits paid (including direct rollovers)2017-12-31$14,913
Total plan assets at end of year2017-12-31$3,128,276
Total plan assets at beginning of year2017-12-31$2,572,545
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$87,549
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$22,308
Other income received2017-12-31$419,243
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$555,731
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,128,276
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,572,545
Total contributions received or receivable from employer(s)2017-12-31$41,569
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$25
2016 : THE GENERAL AGENCY, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$218,001
Expenses. Total of all expenses incurred2016-12-31$15,000
Benefits paid (including direct rollovers)2016-12-31$15,000
Total plan assets at end of year2016-12-31$2,572,545
Total plan assets at beginning of year2016-12-31$2,369,544
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$86,687
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$94,930
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$203,001
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,572,545
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,369,544
Total contributions received or receivable from employer(s)2016-12-31$36,384
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : THE GENERAL AGENCY, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$174,356
Expenses. Total of all expenses incurred2015-12-31$10,000
Benefits paid (including direct rollovers)2015-12-31$10,000
Total plan assets at end of year2015-12-31$2,369,544
Total plan assets at beginning of year2015-12-31$2,205,188
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$125,123
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$302
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$164,356
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,369,544
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,205,188
Total contributions received or receivable from employer(s)2015-12-31$48,931
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : THE GENERAL AGENCY, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$179,959
Expenses. Total of all expenses incurred2014-12-31$63,381
Benefits paid (including direct rollovers)2014-12-31$63,380
Total plan assets at end of year2014-12-31$2,205,188
Total plan assets at beginning of year2014-12-31$2,088,610
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$45,611
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$112,123
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$116,578
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,205,188
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,088,610
Total contributions received or receivable from employer(s)2014-12-31$22,225
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1
2013 : THE GENERAL AGENCY, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$467,468
Expenses. Total of all expenses incurred2013-12-31$3,078
Benefits paid (including direct rollovers)2013-12-31$3,078
Total plan assets at end of year2013-12-31$2,088,610
Total plan assets at beginning of year2013-12-31$1,624,220
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$88,908
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$342,641
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$464,390
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,088,610
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,624,220
Total contributions received or receivable from employer(s)2013-12-31$35,919
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : THE GENERAL AGENCY, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$280,408
Expenses. Total of all expenses incurred2012-12-31$180,946
Benefits paid (including direct rollovers)2012-12-31$180,946
Total plan assets at end of year2012-12-31$1,624,220
Total plan assets at beginning of year2012-12-31$1,524,758
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$87,409
Other income received2012-12-31$156,673
Net income (gross income less expenses)2012-12-31$99,462
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,624,220
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,524,758
Total contributions received or receivable from employer(s)2012-12-31$36,326
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE GENERAL AGENCY, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$101,959
Expenses. Total of all expenses incurred2011-12-31$22,960
Benefits paid (including direct rollovers)2011-12-31$22,573
Total plan assets at end of year2011-12-31$1,524,758
Total plan assets at beginning of year2011-12-31$1,445,759
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$88,686
Other income received2011-12-31$-24,911
Net income (gross income less expenses)2011-12-31$78,999
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,524,758
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,445,759
Total contributions received or receivable from employer(s)2011-12-31$38,184
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE GENERAL AGENCY, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$310,496
Expenses. Total of all expenses incurred2010-12-31$1,000
Total plan assets at end of year2010-12-31$1,445,759
Total plan assets at beginning of year2010-12-31$1,136,263
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$120,839
Other income received2010-12-31$140,548
Net income (gross income less expenses)2010-12-31$309,496
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,445,759
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,136,263
Total contributions received or receivable from employer(s)2010-12-31$49,109
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,000
2009 : THE GENERAL AGENCY, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE GENERAL AGENCY, INC. 401(K) PLAN

2023: THE GENERAL AGENCY, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE GENERAL AGENCY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE GENERAL AGENCY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE GENERAL AGENCY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE GENERAL AGENCY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE GENERAL AGENCY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE GENERAL AGENCY, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE GENERAL AGENCY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE GENERAL AGENCY, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE GENERAL AGENCY, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE GENERAL AGENCY, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE GENERAL AGENCY, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE GENERAL AGENCY, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE GENERAL AGENCY, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1