401k Plan data: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN plan

JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN
Plan identification number	001

JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JOSEPH S. DONOHO INSURANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH S. DONOHO INSURANCE, INC.

Employer identification number (EIN): 593646520

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about JOSEPH S. DONOHO INSURANCE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2000-05-04

Company Identification Number: P00000045699

Legal Registered Office Address: 159 LOOKOUT PLACE, SUITE 101

MAITLAND

32751

More information about JOSEPH S. DONOHO INSURANCE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN

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
001 2017-01-01 JOSEPH DONOHO JOSEPH DONOHO 2018-09-18
001 2016-01-01 JOSEPH DONOHO JOSEPH DONOHO 2017-06-29
001 2015-01-01 JOSEPH DONOHO
001 2014-01-01 JOSEPH DONOHO
001 2013-01-01 JOSEPH DONOHO
001 2012-01-01 JOSEPH DONOHO
001 2011-01-01 JOSEPH DONOHO JOSEPH DONOHO 2012-10-09
001 2010-01-01 JOSEPH DONOHO JOSEPH DONOHO 2011-04-13
001 2009-01-01 JOSEPH S. DONOHO JOSEPH S. DONOHO 2010-06-28

Plan id#	Filing Submission Date	Name of Administrator	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
001	2017-01-01	JOSEPH DONOHO	JOSEPH DONOHO	2018-09-18
001	2016-01-01	JOSEPH DONOHO	JOSEPH DONOHO	2017-06-29
001	2015-01-01	JOSEPH DONOHO
001	2014-01-01	JOSEPH DONOHO
001	2013-01-01	JOSEPH DONOHO
001	2012-01-01	JOSEPH DONOHO
001	2011-01-01	JOSEPH DONOHO	JOSEPH DONOHO	2012-10-09
001	2010-01-01	JOSEPH DONOHO	JOSEPH DONOHO	2011-04-13
001	2009-01-01	JOSEPH S. DONOHO	JOSEPH S. DONOHO	2010-06-28

Plan Statistics for JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN

Measure Date Value
2023: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 16
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 7
Total of all active and inactive participants 2023-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 23
Number of participants with account balances 2023-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 13
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 13
Total of all active and inactive participants 2022-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 26
Number of participants with account balances 2022-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 19
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 35
Number of participants with account balances 2021-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 24
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 34
Number of participants with account balances 2020-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 23
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 38
Number of participants with account balances 2019-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 15
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 11
Total of all active and inactive participants 2018-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 26
Number of participants with account balances 2018-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 23
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 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 26
Number of participants with account balances 2017-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 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 19
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 3
Total of all active and inactive participants 2016-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 22
Number of participants with account balances 2016-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
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 4
Total of all active and inactive participants 2015-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
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 4
Total of all active and inactive participants 2014-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
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 2
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 20
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 4
Total of all active and inactive participants 2011-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
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 6
Total of all active and inactive participants 2010-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 17
Number of participants with account balances 2010-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	16
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	7
Total of all active and inactive participants	2023-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	23
Number of participants with account balances	2023-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	13
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	13
Total of all active and inactive participants	2022-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	26
Number of participants with account balances	2022-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	19
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	35
Number of participants with account balances	2021-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	24
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	34
Number of participants with account balances	2020-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	23
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	38
Number of participants with account balances	2019-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15
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	11
Total of all active and inactive participants	2018-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	26
Number of participants with account balances	2018-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	23
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	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	26
Number of participants with account balances	2017-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 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	19
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	3
Total of all active and inactive participants	2016-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	22
Number of participants with account balances	2016-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
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	4
Total of all active and inactive participants	2015-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
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	4
Total of all active and inactive participants	2014-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
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	2
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	20
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	4
Total of all active and inactive participants	2011-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
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	6
Total of all active and inactive participants	2010-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	17
Number of participants with account balances	2010-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2023 : JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$658,967
Expenses. Total of all expenses incurred	2023-12-31	$17,987
Benefits paid (including direct rollovers)	2023-12-31	$17,987
Total plan assets at end of year	2023-12-31	$4,133,104
Total plan assets at beginning of year	2023-12-31	$3,492,124
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$83,450
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$473,806
Net income (gross income less expenses)	2023-12-31	$640,980
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,133,104
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,492,124
Total contributions received or receivable from employer(s)	2023-12-31	$101,711
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-482,503
Expenses. Total of all expenses incurred	2022-12-31	$127,291
Benefits paid (including direct rollovers)	2022-12-31	$127,291
Total plan assets at end of year	2022-12-31	$3,492,124
Total plan assets at beginning of year	2022-12-31	$4,101,918
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$65,877
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-648,837
Net income (gross income less expenses)	2022-12-31	$-609,794
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,492,124
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,101,918
Total contributions received or receivable from employer(s)	2022-12-31	$100,457
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$513,369
Expenses. Total of all expenses incurred	2021-12-31	$750
Total plan assets at end of year	2021-12-31	$4,101,918
Total plan assets at beginning of year	2021-12-31	$3,589,299
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$82,772
Expenses. Other expenses not covered elsewhere	2021-12-31	$750
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$272,462
Net income (gross income less expenses)	2021-12-31	$512,619
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,101,918
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,589,299
Total contributions received or receivable from employer(s)	2021-12-31	$158,135
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$712,264
Expenses. Total of all expenses incurred	2020-12-31	$69,909
Benefits paid (including direct rollovers)	2020-12-31	$69,309
Total plan assets at end of year	2020-12-31	$3,589,299
Total plan assets at beginning of year	2020-12-31	$2,946,944
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$82,700
Expenses. Other expenses not covered elsewhere	2020-12-31	$600
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$434,683
Net income (gross income less expenses)	2020-12-31	$642,355
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,589,299
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,946,944
Total contributions received or receivable from employer(s)	2020-12-31	$194,881
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$715,272
Expenses. Total of all expenses incurred	2019-12-31	$46,778
Benefits paid (including direct rollovers)	2019-12-31	$46,478
Total plan assets at end of year	2019-12-31	$2,946,944
Total plan assets at beginning of year	2019-12-31	$2,278,450
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$86,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$300
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$434,422
Net income (gross income less expenses)	2019-12-31	$668,494
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,946,944
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,278,450
Total contributions received or receivable from employer(s)	2019-12-31	$194,850
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$66,257
Expenses. Total of all expenses incurred	2018-12-31	$63,820
Benefits paid (including direct rollovers)	2018-12-31	$63,620
Total plan assets at end of year	2018-12-31	$2,278,450
Total plan assets at beginning of year	2018-12-31	$2,276,013
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$78,345
Expenses. Other expenses not covered elsewhere	2018-12-31	$200
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-154,899
Net income (gross income less expenses)	2018-12-31	$2,437
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,278,450
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,276,013
Total contributions received or receivable from employer(s)	2018-12-31	$142,811
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$466,168
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,276,013
Total plan assets at beginning of year	2017-12-31	$1,809,845
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$71,051
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$273,278
Net income (gross income less expenses)	2017-12-31	$466,168
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,276,013
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,809,845
Total contributions received or receivable from employer(s)	2017-12-31	$121,839
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$233,243
Expenses. Total of all expenses incurred	2016-12-31	$26,169
Benefits paid (including direct rollovers)	2016-12-31	$25,969
Total plan assets at end of year	2016-12-31	$1,809,845
Total plan assets at beginning of year	2016-12-31	$1,602,771
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$60,143
Expenses. Other expenses not covered elsewhere	2016-12-31	$200
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$66,370
Net income (gross income less expenses)	2016-12-31	$207,074
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,809,845
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,602,771
Total contributions received or receivable from employer(s)	2016-12-31	$106,730
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$147,697
Expenses. Total of all expenses incurred	2015-12-31	$27,938
Benefits paid (including direct rollovers)	2015-12-31	$7,733
Total plan assets at end of year	2015-12-31	$1,602,771
Total plan assets at beginning of year	2015-12-31	$1,483,012
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$59,020
Expenses. Other expenses not covered elsewhere	2015-12-31	$1
Contributions received from other sources (not participants or employers)	2015-12-31	$2,665
Other income received	2015-12-31	$14,954
Net income (gross income less expenses)	2015-12-31	$119,759
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,602,771
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,483,012
Total contributions received or receivable from employer(s)	2015-12-31	$71,058
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$20,204
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$203,116
Expenses. Total of all expenses incurred	2014-12-31	$37,949
Benefits paid (including direct rollovers)	2014-12-31	$20,858
Total plan assets at end of year	2014-12-31	$1,483,012
Total plan assets at beginning of year	2014-12-31	$1,317,845
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$54,140
Expenses. Other expenses not covered elsewhere	2014-12-31	$120
Contributions received from other sources (not participants or employers)	2014-12-31	$4,501
Other income received	2014-12-31	$79,023
Net income (gross income less expenses)	2014-12-31	$165,167
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,483,012
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,317,845
Total contributions received or receivable from employer(s)	2014-12-31	$65,452
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$16,971
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$265,598
Expenses. Total of all expenses incurred	2013-12-31	$17,404
Benefits paid (including direct rollovers)	2013-12-31	$2,144
Total plan assets at end of year	2013-12-31	$1,317,845
Total plan assets at beginning of year	2013-12-31	$1,069,651
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$90,980
Expenses. Other expenses not covered elsewhere	2013-12-31	$180
Other income received	2013-12-31	$96,422
Net income (gross income less expenses)	2013-12-31	$248,194
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,317,845
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,069,651
Total contributions received or receivable from employer(s)	2013-12-31	$78,196
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$15,080
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$142,096
Expenses. Total of all expenses incurred	2012-12-31	$53,113
Benefits paid (including direct rollovers)	2012-12-31	$40,014
Total plan assets at end of year	2012-12-31	$1,069,651
Total plan assets at beginning of year	2012-12-31	$980,668
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$51,316
Expenses. Other expenses not covered elsewhere	2012-12-31	$61
Other income received	2012-12-31	$38,285
Net income (gross income less expenses)	2012-12-31	$88,983
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,069,651
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$980,668
Total contributions received or receivable from employer(s)	2012-12-31	$52,495
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$13,038
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$23,280
Expenses. Total of all expenses incurred	2011-12-31	$28,318
Benefits paid (including direct rollovers)	2011-12-31	$20,000
Total plan assets at end of year	2011-12-31	$980,668
Total plan assets at beginning of year	2011-12-31	$985,706
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$51,444
Other income received	2011-12-31	$-28,164
Net income (gross income less expenses)	2011-12-31	$-5,038
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$980,668
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$985,706
Value of corrective distributions	2011-12-31	$2,500
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,818
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$57,939
Expenses. Total of all expenses incurred	2010-12-31	$10,990
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$985,706
Total plan assets at beginning of year	2010-12-31	$938,757
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$38,500
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$-32,004
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$46,949
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$985,706
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$938,757
Total contributions received or receivable from employer(s)	2010-12-31	$51,443
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10,990
2009 : JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN

2023: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 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: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 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: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 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: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 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: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
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: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS 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: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 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: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 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: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN 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
2009: JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS 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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Company Name:	JOSEPH S. DONOHO INSURANCE, INC.
Employer identification number (EIN):	593646520
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2000-05-04
Company Identification Number:	P00000045699
Legal Registered Office Address:	159 LOOKOUT PLACE, SUITE 101 MAITLAND 32751