DURHAM & BATES AGENCIES, INC. has sponsored the creation of one or more 401k plans.
Additional information about DURHAM & BATES AGENCIES, INC.
Submission information for form 5500 for 401k plan DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 11 |
| Total of all active and inactive participants | 2023-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 52 |
| Number of participants with account balances | 2023-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 12 |
| Total of all active and inactive participants | 2022-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 53 |
| Number of participants with account balances | 2022-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
| 2021: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 12 |
| Total of all active and inactive participants | 2021-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 52 |
| Number of participants with account balances | 2021-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 13 |
| Total of all active and inactive participants | 2020-01-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 50 |
| Number of participants with account balances | 2020-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
| 2019: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
| Total of all active and inactive participants | 2019-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 48 |
| Number of participants with account balances | 2019-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 3 |
| 2018: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
| Total of all active and inactive participants | 2018-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 48 |
| Number of participants with account balances | 2018-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
| 2017: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
| Total of all active and inactive participants | 2017-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 48 |
| Number of participants with account balances | 2017-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 45 |
| Number of participants with account balances | 2016-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 5 |
| 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 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 41 |
| Number of participants with account balances | 2015-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
| 2014: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 42 |
| Number of participants with account balances | 2014-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
| 2013: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 42 |
| Number of participants with account balances | 2013-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 4 |
| 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 | 41 |
| Total participants | 2012-01-01 | 41 |
| Number of participants with account balances | 2012-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 4 |
| 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 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 41 |
| Number of participants with account balances | 2011-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2009: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 33 |
| 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 | 16 |
| Total of all active and inactive participants | 2009-01-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 49 |
| Number of participants with account balances | 2009-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2023 : DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $842,478 |
| Total plan liabilities at beginning of year | 2023-12-31 | $904,141 |
| Total income from all sources | 2023-12-31 | $1,896,052 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $572,022 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $555,880 |
| Total plan assets at end of year | 2023-12-31 | $16,110,137 |
| Total plan assets at beginning of year | 2023-12-31 | $14,847,770 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $16,142 |
| Other income received | 2023-12-31 | $1,340,172 |
| Net income (gross income less expenses) | 2023-12-31 | $1,324,030 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $15,267,659 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $13,943,629 |
| Assets. Value of employer securities | 2023-12-31 | $14,802,430 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $555,880 |
| 2022 : DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $904,141 |
| Total plan liabilities at beginning of year | 2022-12-31 | $1,052,737 |
| Total income from all sources | 2022-12-31 | $2,019,252 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,248,195 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,227,765 |
| Total plan assets at end of year | 2022-12-31 | $14,847,770 |
| Total plan assets at beginning of year | 2022-12-31 | $14,225,309 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $20,430 |
| Other income received | 2022-12-31 | $1,232,437 |
| Net income (gross income less expenses) | 2022-12-31 | $771,057 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $13,943,629 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,172,572 |
| Assets. Value of employer securities | 2022-12-31 | $13,885,601 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $786,815 |
| 2021 : DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $1,052,737 |
| Total plan liabilities at beginning of year | 2021-12-31 | $1,208,861 |
| Total income from all sources | 2021-12-31 | $1,986,333 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $512,998 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $490,152 |
| Total plan assets at end of year | 2021-12-31 | $14,225,309 |
| Total plan assets at beginning of year | 2021-12-31 | $12,908,098 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $22,846 |
| Other income received | 2021-12-31 | $1,354,795 |
| Net income (gross income less expenses) | 2021-12-31 | $1,473,335 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $13,172,572 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,699,237 |
| Assets. Value of employer securities | 2021-12-31 | $12,372,662 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $631,538 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $1,208,861 |
| Total plan liabilities at beginning of year | 2020-12-31 | $1,253,650 |
| Total income from all sources | 2020-12-31 | $1,984,766 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $273,782 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $249,970 |
| Total plan assets at end of year | 2020-12-31 | $12,908,098 |
| Total plan assets at beginning of year | 2020-12-31 | $11,241,903 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $20,547 |
| Other income received | 2020-12-31 | $1,334,766 |
| Net income (gross income less expenses) | 2020-12-31 | $1,710,984 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $11,699,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,988,253 |
| Assets. Value of employer securities | 2020-12-31 | $11,223,207 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $650,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,265 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $1,253,650 |
| Total plan liabilities at beginning of year | 2019-12-31 | $503,058 |
| Total income from all sources | 2019-12-31 | $2,404,107 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $535,036 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $264,047 |
| Total plan assets at end of year | 2019-12-31 | $11,241,903 |
| Total plan assets at beginning of year | 2019-12-31 | $8,622,240 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $268,924 |
| Other income received | 2019-12-31 | $1,762,386 |
| Net income (gross income less expenses) | 2019-12-31 | $1,869,071 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $9,988,253 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,119,182 |
| Assets. Value of employer securities | 2019-12-31 | $9,989,029 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $641,721 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,065 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $503,058 |
| Total plan liabilities at beginning of year | 2018-12-31 | $82,260 |
| Total income from all sources | 2018-12-31 | $1,075,351 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $493,076 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $481,140 |
| Total plan assets at end of year | 2018-12-31 | $8,622,240 |
| Total plan assets at beginning of year | 2018-12-31 | $7,619,167 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $11,936 |
| Other income received | 2018-12-31 | $394,211 |
| Net income (gross income less expenses) | 2018-12-31 | $582,275 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $8,119,182 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,536,907 |
| Assets. Value of employer securities | 2018-12-31 | $7,720,103 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $681,140 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $82,260 |
| Total plan liabilities at beginning of year | 2017-12-31 | $30,900 |
| Total income from all sources | 2017-12-31 | $1,479,765 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $406,245 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $404,477 |
| Total plan assets at end of year | 2017-12-31 | $7,619,167 |
| Total plan assets at beginning of year | 2017-12-31 | $6,494,287 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Other income received | 2017-12-31 | $815,237 |
| Net income (gross income less expenses) | 2017-12-31 | $1,073,520 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $7,536,907 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,463,387 |
| Assets. Value of employer securities | 2017-12-31 | $6,669,369 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $664,528 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,768 |
| 2016 : DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $30,900 |
| Total income from all sources | 2016-12-31 | $778,678 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $361,318 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $359,337 |
| Total plan assets at end of year | 2016-12-31 | $6,494,287 |
| Total plan assets at beginning of year | 2016-12-31 | $6,046,027 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,981 |
| Other income received | 2016-12-31 | $285,579 |
| Net income (gross income less expenses) | 2016-12-31 | $417,360 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,463,387 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,046,027 |
| Assets. Value of employer securities | 2016-12-31 | $5,805,677 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $493,099 |
| 2015 : DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $732,019 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $494,636 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $493,346 |
| Total plan assets at end of year | 2015-12-31 | $6,046,027 |
| Total plan assets at beginning of year | 2015-12-31 | $5,808,644 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $1,290 |
| Other income received | 2015-12-31 | $202,975 |
| Net income (gross income less expenses) | 2015-12-31 | $237,383 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,046,027 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,808,644 |
| Assets. Value of employer securities | 2015-12-31 | $5,522,444 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $529,044 |
| 2014 : DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $-311,139 |
| Total plan liabilities at beginning of year | 2014-12-31 | $13,427 |
| Total income from all sources | 2014-12-31 | $978,486 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $463,381 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $463,381 |
| Total plan assets at end of year | 2014-12-31 | $5,808,644 |
| Total plan assets at beginning of year | 2014-12-31 | $5,618,105 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Other income received | 2014-12-31 | $360,188 |
| Net income (gross income less expenses) | 2014-12-31 | $515,105 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,808,644 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,604,678 |
| Assets. Value of employer securities | 2014-12-31 | $5,322,467 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $618,298 |
| 2013 : DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $13,427 |
| Total income from all sources | 2013-12-31 | $600,169 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $301,242 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $301,242 |
| Total plan assets at end of year | 2013-12-31 | $5,618,105 |
| Total plan assets at beginning of year | 2013-12-31 | $5,305,751 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Other income received | 2013-12-31 | $24,793 |
| Net income (gross income less expenses) | 2013-12-31 | $298,927 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,604,678 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,305,751 |
| Assets. Value of employer securities | 2013-12-31 | $4,977,382 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $575,376 |
| 2012 : DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $450,007 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $233,426 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $233,426 |
| Total plan assets at end of year | 2012-12-31 | $5,305,751 |
| Total plan assets at beginning of year | 2012-12-31 | $5,089,170 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Other income received | 2012-12-31 | $99,581 |
| Net income (gross income less expenses) | 2012-12-31 | $216,581 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,305,751 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,089,170 |
| Assets. Value of employer securities | 2012-12-31 | $4,964,348 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $350,426 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $793,248 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $167,806 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $161,865 |
| Total plan assets at end of year | 2011-12-31 | $5,089,170 |
| Total plan assets at beginning of year | 2011-12-31 | $4,463,728 |
| Value of fidelity bond covering the plan | 2011-12-31 | $750,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $5,941 |
| Other income received | 2011-12-31 | $486,383 |
| Net income (gross income less expenses) | 2011-12-31 | $625,442 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,089,170 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,463,728 |
| Assets. Value of employer securities | 2011-12-31 | $4,869,008 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $306,865 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $352,567 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $406,147 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $406,147 |
| Total plan assets at end of year | 2010-12-31 | $4,463,728 |
| Total plan assets at beginning of year | 2010-12-31 | $4,517,308 |
| Value of fidelity bond covering the plan | 2010-12-31 | $750,000 |
| Other income received | 2010-12-31 | $169,229 |
| Net income (gross income less expenses) | 2010-12-31 | $-53,580 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,463,728 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,517,308 |
| Assets. Value of employer securities | 2010-12-31 | $4,392,489 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $183,338 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP 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 |
| 2023: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP 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: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP 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: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP 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: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP 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: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP 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: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | Yes |
| 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: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP 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 |
