Plan Name | AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DENVER AGENCY COMPANY |
Employer identification number (EIN): | 840170650 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about DENVER AGENCY COMPANY
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1935-12-31 |
Company Identification Number: | 19871117214 |
Legal Registered Office Address: |
210 University Blvd Suite 600 Denver United States of America (USA) 80206-4661 |
More information about DENVER AGENCY COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2017-01-01 | MARK OLEKSIK | |||
002 | 2016-01-01 | MARK OLEKSIK | |||
002 | 2015-01-01 | LIANE POTWORA | |||
002 | 2014-01-01 | ALISON WOLF | |||
002 | 2013-01-01 | ALISON WOLF | |||
002 | 2012-01-01 | ALISON WOLF | |||
002 | 2011-01-01 | ALISON WOLF | |||
002 | 2009-01-01 | ALISON WOLF |
Measure | Date | Value |
---|---|---|
2017: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 2 |
2016: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 10 |
Total participants | 2016-01-01 | 10 |
2015: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 1 |
Number of participants with account balances | 2015-01-01 | 10 |
2014: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 10 |
Total participants | 2014-01-01 | 10 |
2013: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
Total of all active and inactive participants | 2013-01-01 | 10 |
Total participants | 2013-01-01 | 10 |
Number of participants with account balances | 2013-01-01 | 10 |
2012: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10 |
Total of all active and inactive participants | 2012-01-01 | 10 |
Total participants | 2012-01-01 | 10 |
Number of participants with account balances | 2012-01-01 | 10 |
2011: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Total participants | 2011-01-01 | 10 |
2009: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 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 | 12 |
Total of all active and inactive participants | 2009-01-01 | 12 |
Total participants | 2009-01-01 | 12 |
Number of participants with account balances | 2009-01-01 | 12 |
Measure | Date | Value |
---|---|---|
2017 : AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2017 401k financial data | ||
Expenses. Total of all expenses incurred | 2017-12-31 | $782,157 |
Benefits paid (including direct rollovers) | 2017-12-31 | $782,157 |
Total plan assets at end of year | 2017-12-31 | $0 |
Total plan assets at beginning of year | 2017-12-31 | $782,157 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Net income (gross income less expenses) | 2017-12-31 | $-782,157 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $782,157 |
2016 : AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $95,329 |
Expenses. Total of all expenses incurred | 2016-12-31 | $919,044 |
Benefits paid (including direct rollovers) | 2016-12-31 | $919,044 |
Total plan assets at end of year | 2016-12-31 | $782,157 |
Total plan assets at beginning of year | 2016-12-31 | $1,605,872 |
Value of fidelity bond covering the plan | 2016-12-31 | $450,000 |
Other income received | 2016-12-31 | $95,329 |
Net income (gross income less expenses) | 2016-12-31 | $-823,715 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $782,157 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,605,872 |
2015 : AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $117,588 |
Expenses. Total of all expenses incurred | 2015-12-31 | $103,252 |
Benefits paid (including direct rollovers) | 2015-12-31 | $103,252 |
Total plan assets at end of year | 2015-12-31 | $1,605,872 |
Total plan assets at beginning of year | 2015-12-31 | $1,591,536 |
Value of fidelity bond covering the plan | 2015-12-31 | $450,000 |
Other income received | 2015-12-31 | $117,588 |
Net income (gross income less expenses) | 2015-12-31 | $14,336 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,605,872 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,591,536 |
2014 : AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $142,637 |
Expenses. Total of all expenses incurred | 2014-12-31 | $93,940 |
Benefits paid (including direct rollovers) | 2014-12-31 | $93,940 |
Total plan assets at end of year | 2014-12-31 | $1,591,008 |
Total plan assets at beginning of year | 2014-12-31 | $1,542,311 |
Value of fidelity bond covering the plan | 2014-12-31 | $450,000 |
Other income received | 2014-12-31 | $142,637 |
Net income (gross income less expenses) | 2014-12-31 | $48,697 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,591,008 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,542,311 |
2013 : AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $119,869 |
Total plan assets at end of year | 2013-12-31 | $1,542,311 |
Total plan assets at beginning of year | 2013-12-31 | $1,422,442 |
Value of fidelity bond covering the plan | 2013-12-31 | $450,000 |
Other income received | 2013-12-31 | $119,869 |
Net income (gross income less expenses) | 2013-12-31 | $119,869 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,542,311 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,422,442 |
2012 : AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $135,851 |
Total plan assets at end of year | 2012-12-31 | $1,422,442 |
Total plan assets at beginning of year | 2012-12-31 | $1,286,591 |
Other income received | 2012-12-31 | $135,851 |
Net income (gross income less expenses) | 2012-12-31 | $135,851 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,422,442 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,286,591 |
2011 : AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $15,982 |
Expenses. Total of all expenses incurred | 2011-12-31 | $47,483 |
Benefits paid (including direct rollovers) | 2011-12-31 | $47,483 |
Total plan assets at end of year | 2011-12-31 | $1,286,591 |
Total plan assets at beginning of year | 2011-12-31 | $1,318,092 |
Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
Other income received | 2011-12-31 | $15,982 |
Net income (gross income less expenses) | 2011-12-31 | $-31,501 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,286,591 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,318,092 |
2010 : AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $41,449 |
Total plan assets at end of year | 2010-12-31 | $1,318,092 |
Total plan assets at beginning of year | 2010-12-31 | $1,276,643 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Other income received | 2010-12-31 | $41,449 |
Net income (gross income less expenses) | 2010-12-31 | $41,449 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,318,092 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,276,643 |
Assets. Value of employer securities | 2010-12-31 | $1,317,792 |
2017: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | This submission is the final filing | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: AMENDED & RESTATED STOCK BONUS PLAN OF THE DENVER AGENCY COMPANY 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |