401k Plan data: ETF ADVISOR K MEP PLAN plan

ETF ADVISOR K MEP PLAN 401k Plan overview

Plan Name	ETF ADVISOR K MEP PLAN
Plan identification number	001

ETF ADVISOR K MEP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

SNEED, ROBINSON & GERBER, INC. has sponsored the creation of one or more 401k plans.

Company Name: SNEED, ROBINSON & GERBER, INC.

Employer identification number (EIN): 620604728

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 LYNNE MCAULEY
001 2013-01-01 LYNNE MCAULEY
001 2012-01-01 LYNNE MCAULEY
001 2011-01-01 GEORGE W. SNEED III
001 2009-01-01 GEORGE SNEED

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	LYNNE MCAULEY
001	2013-01-01	LYNNE MCAULEY
001	2012-01-01	LYNNE MCAULEY
001	2011-01-01	GEORGE W. SNEED III
001	2009-01-01	GEORGE SNEED

Plan Statistics for ETF ADVISOR K MEP PLAN

401k plan membership statisitcs for ETF ADVISOR K MEP PLAN

Measure Date Value
2014: ETF ADVISOR K MEP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: ETF ADVISOR K MEP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
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 1
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ETF ADVISOR K MEP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
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 2
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ETF ADVISOR K MEP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
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 2
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ETF ADVISOR K MEP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
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 1
Total of all active and inactive participants 2009-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: ETF ADVISOR K MEP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: ETF ADVISOR K MEP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
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	1
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ETF ADVISOR K MEP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
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	2
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ETF ADVISOR K MEP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
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	2
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ETF ADVISOR K MEP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
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	1
Total of all active and inactive participants	2009-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ETF ADVISOR K MEP PLAN

Measure	Date	Value
2014 : ETF ADVISOR K MEP PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$52,732
Expenses. Total of all expenses incurred	2014-12-31	$528,509
Benefits paid (including direct rollovers)	2014-12-31	$520,005
Total plan assets at end of year	2014-12-31	$10,213
Total plan assets at beginning of year	2014-12-31	$485,990
Value of fidelity bond covering the plan	2014-12-31	$48,599
Total contributions received or receivable from participants	2014-12-31	$21,252
Other income received	2014-12-31	$31,480
Net income (gross income less expenses)	2014-12-31	$-475,777
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$10,213
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$485,990
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,504
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ETF ADVISOR K MEP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$87,237
Expenses. Total of all expenses incurred	2013-12-31	$32,833
Benefits paid (including direct rollovers)	2013-12-31	$27,321
Total plan assets at end of year	2013-12-31	$485,990
Total plan assets at beginning of year	2013-12-31	$431,586
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$19,206
Other income received	2013-12-31	$68,031
Net income (gross income less expenses)	2013-12-31	$54,404
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$485,990
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$431,586
Assets. Value of participant loans	2013-12-31	$18,064
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ETF ADVISOR K MEP PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$61,438
Expenses. Total of all expenses incurred	2012-12-31	$119,564
Benefits paid (including direct rollovers)	2012-12-31	$114,950
Total plan assets at end of year	2012-12-31	$431,586
Total plan assets at beginning of year	2012-12-31	$489,712
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$18,989
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$42,449
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-58,126
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$431,586
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$489,712
Assets. Value of participant loans	2012-12-31	$36,230
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,614
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ETF ADVISOR K MEP PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$5,852
Expenses. Total of all expenses incurred	2011-12-31	$4,328
Total plan assets at end of year	2011-12-31	$489,712
Total plan assets at beginning of year	2011-12-31	$488,188
Value of fidelity bond covering the plan	2011-12-31	$40,000
Total contributions received or receivable from participants	2011-12-31	$20,711
Other income received	2011-12-31	$-14,859
Net income (gross income less expenses)	2011-12-31	$1,524
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$489,712
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$488,188
Assets. Value of participant loans	2011-12-31	$53,834
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,328
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ETF ADVISOR K MEP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$73,355
Expenses. Total of all expenses incurred	2010-12-31	$100,130
Benefits paid (including direct rollovers)	2010-12-31	$96,373
Total plan assets at end of year	2010-12-31	$488,188
Total plan assets at beginning of year	2010-12-31	$514,963
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$19,656
Other income received	2010-12-31	$49,703
Net income (gross income less expenses)	2010-12-31	$-26,775
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$488,188
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$514,963
Assets. Value of participant loans	2010-12-31	$70,231
Total contributions received or receivable from employer(s)	2010-12-31	$3,996
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,757
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ETF ADVISOR K MEP 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 ETF ADVISOR K MEP PLAN

2014: ETF ADVISOR K MEP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple 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: ETF ADVISOR K MEP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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: ETF ADVISOR K MEP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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: ETF ADVISOR K MEP 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
2009: ETF ADVISOR K MEP 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:	SNEED, ROBINSON & GERBER, INC.
Employer identification number (EIN):	620604728
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages