401k Plan data: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN plan

JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN
Plan identification number	002

JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

JOHN F. SUTHERLAND & ASSOC. INS. SVCS., INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN F. SUTHERLAND & ASSOC. INS. SVCS., INC.

Employer identification number (EIN): 953683603

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MICHAEL R. SUTHERLAND 2024-01-23 MICHAEL R. SUTHERLAND 2024-01-23
002 2022-01-01 MICHAEL R. SUTHERLAND 2023-02-13 MICHAEL R. SUTHERLAND 2023-02-13
002 2021-01-01 JOHN F. SUTHERLAND & ASSOC. INS. SV 2022-01-24 JOHN F. SUTHERLAND & ASSOC. INS. SV 2022-01-24
002 2020-01-01 JOHN F. SUTHERLAND & ASSOC. INS. SV 2021-02-08 JOHN F. SUTHERLAND & ASSOC. INS. SV 2021-02-08
002 2019-01-01 JOHN F. SUTHERLAND & ASSOC. INS. SV 2020-01-16 JOHN F. SUTHERLAND & ASSOC. INS. SV 2020-01-16
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-02-01
002 2014-02-01
002 2013-02-01
002 2012-02-01 SMOKEY SUTHERLAND SMOKEY SUTHERLAND 2013-07-27
002 2011-02-01 SMOKEY SUTHERLAND SMOKEY SUTHERLAND 2012-06-18
002 2010-02-01 SMOKEY SUTHERLAND SMOKEY SUTHERLAND 2011-07-02
002 2009-02-01 SMOKEY SUTHERLAND SMOKEY SUTHERLAND 2010-08-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MICHAEL R. SUTHERLAND	2024-01-23	MICHAEL R. SUTHERLAND	2024-01-23
002	2022-01-01	MICHAEL R. SUTHERLAND	2023-02-13	MICHAEL R. SUTHERLAND	2023-02-13
002	2021-01-01	JOHN F. SUTHERLAND & ASSOC. INS. SV	2022-01-24	JOHN F. SUTHERLAND & ASSOC. INS. SV	2022-01-24
002	2020-01-01	JOHN F. SUTHERLAND & ASSOC. INS. SV	2021-02-08	JOHN F. SUTHERLAND & ASSOC. INS. SV	2021-02-08
002	2019-01-01	JOHN F. SUTHERLAND & ASSOC. INS. SV	2020-01-16	JOHN F. SUTHERLAND & ASSOC. INS. SV	2020-01-16
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-02-01
002	2014-02-01
002	2013-02-01
002	2012-02-01	SMOKEY SUTHERLAND		SMOKEY SUTHERLAND	2013-07-27
002	2011-02-01	SMOKEY SUTHERLAND		SMOKEY SUTHERLAND	2012-06-18
002	2010-02-01	SMOKEY SUTHERLAND		SMOKEY SUTHERLAND	2011-07-02
002	2009-02-01	SMOKEY SUTHERLAND		SMOKEY SUTHERLAND	2010-08-13

Plan Statistics for JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN

Measure Date Value
2023: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2
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 5
Total of all active and inactive participants 2023-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 7
Number of participants with account balances 2023-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
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 5
Total of all active and inactive participants 2022-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
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 6
Total of all active and inactive participants 2021-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 9
Number of participants with account balances 2021-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
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 8
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
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 8
Total of all active and inactive participants 2018-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 12
Number of participants with account balances 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 6
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 6
Number of other retired or separated participants entitled to future benefits 2015-02-01 7
Total of all active and inactive participants 2015-02-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 13
Number of participants with account balances 2015-02-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 6
Number of other retired or separated participants entitled to future benefits 2014-02-01 7
Total of all active and inactive participants 2014-02-01 13
Total participants 2014-02-01 13
Number of participants with account balances 2014-02-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 6
Number of other retired or separated participants entitled to future benefits 2013-02-01 7
Total of all active and inactive participants 2013-02-01 13
Total participants 2013-02-01 13
Number of participants with account balances 2013-02-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 6
Number of other retired or separated participants entitled to future benefits 2012-02-01 7
Total of all active and inactive participants 2012-02-01 13
Total participants 2012-02-01 13
Number of participants with account balances 2012-02-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 1
2011: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 8
Number of other retired or separated participants entitled to future benefits 2011-02-01 5
Total of all active and inactive participants 2011-02-01 13
Total participants 2011-02-01 13
Number of participants with account balances 2011-02-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2010: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-02-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 7
Number of other retired or separated participants entitled to future benefits 2010-02-01 6
Total of all active and inactive participants 2010-02-01 13
Total participants 2010-02-01 13
Number of participants with account balances 2010-02-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-02-01 0
2009: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 8
Number of other retired or separated participants entitled to future benefits 2009-02-01 5
Total of all active and inactive participants 2009-02-01 13
Total participants 2009-02-01 13
Number of participants with account balances 2009-02-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2023: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2
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	5
Total of all active and inactive participants	2023-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	7
Number of participants with account balances	2023-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
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	5
Total of all active and inactive participants	2022-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
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	6
Total of all active and inactive participants	2021-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	9
Number of participants with account balances	2021-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
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	8
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
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	8
Total of all active and inactive participants	2018-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	12
Number of participants with account balances	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	6
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	6
Number of other retired or separated participants entitled to future benefits	2015-02-01	7
Total of all active and inactive participants	2015-02-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	13
Number of participants with account balances	2015-02-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	6
Number of other retired or separated participants entitled to future benefits	2014-02-01	7
Total of all active and inactive participants	2014-02-01	13
Total participants	2014-02-01	13
Number of participants with account balances	2014-02-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	6
Number of other retired or separated participants entitled to future benefits	2013-02-01	7
Total of all active and inactive participants	2013-02-01	13
Total participants	2013-02-01	13
Number of participants with account balances	2013-02-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	6
Number of other retired or separated participants entitled to future benefits	2012-02-01	7
Total of all active and inactive participants	2012-02-01	13
Total participants	2012-02-01	13
Number of participants with account balances	2012-02-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	1
2011: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	8
Number of other retired or separated participants entitled to future benefits	2011-02-01	5
Total of all active and inactive participants	2011-02-01	13
Total participants	2011-02-01	13
Number of participants with account balances	2011-02-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2010: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-02-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	7
Number of other retired or separated participants entitled to future benefits	2010-02-01	6
Total of all active and inactive participants	2010-02-01	13
Total participants	2010-02-01	13
Number of participants with account balances	2010-02-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-02-01	0
2009: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	8
Number of other retired or separated participants entitled to future benefits	2009-02-01	5
Total of all active and inactive participants	2009-02-01	13
Total participants	2009-02-01	13
Number of participants with account balances	2009-02-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total income from all sources	2023-12-31	$177,760
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$941,164
Total plan assets at beginning of year	2023-12-31	$763,404
Other income received	2023-12-31	$177,760
Net income (gross income less expenses)	2023-12-31	$177,760
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$941,164
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$763,404
Value of certain deemed distributions of participant loans	2023-12-31	$0
2022 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-610,330
Expenses. Total of all expenses incurred	2022-12-31	$2,044,921
Benefits paid (including direct rollovers)	2022-12-31	$2,044,921
Total plan assets at end of year	2022-12-31	$763,404
Total plan assets at beginning of year	2022-12-31	$3,418,655
Other income received	2022-12-31	$-610,330
Net income (gross income less expenses)	2022-12-31	$-2,655,251
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$763,404
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,418,655
2021 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$585,084
Expenses. Total of all expenses incurred	2021-12-31	$581,066
Benefits paid (including direct rollovers)	2021-12-31	$581,066
Total plan assets at end of year	2021-12-31	$3,418,655
Total plan assets at beginning of year	2021-12-31	$3,414,637
Other income received	2021-12-31	$585,084
Net income (gross income less expenses)	2021-12-31	$4,018
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,418,655
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,414,637
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$112,440
Expenses. Total of all expenses incurred	2020-12-31	$6,482,148
Benefits paid (including direct rollovers)	2020-12-31	$6,482,148
Total plan assets at end of year	2020-12-31	$3,414,637
Total plan assets at beginning of year	2020-12-31	$9,784,345
Other income received	2020-12-31	$112,440
Net income (gross income less expenses)	2020-12-31	$-6,369,708
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,414,637
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,784,345
Total contributions received or receivable from employer(s)	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 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,924,175
Expenses. Total of all expenses incurred	2019-12-31	$279,519
Benefits paid (including direct rollovers)	2019-12-31	$279,519
Total plan assets at end of year	2019-12-31	$9,784,345
Total plan assets at beginning of year	2019-12-31	$8,139,689
Other income received	2019-12-31	$1,907,246
Net income (gross income less expenses)	2019-12-31	$1,644,656
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,784,345
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$8,139,689
Total contributions received or receivable from employer(s)	2019-12-31	$16,929
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-116,034
Expenses. Total of all expenses incurred	2018-12-31	$276,052
Benefits paid (including direct rollovers)	2018-12-31	$276,052
Total plan assets at end of year	2018-12-31	$8,139,689
Total plan assets at beginning of year	2018-12-31	$8,531,775
Value of fidelity bond covering the plan	2018-12-31	$300,000
Other income received	2018-12-31	$-132,981
Net income (gross income less expenses)	2018-12-31	$-392,086
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$8,139,689
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$8,531,775
Total contributions received or receivable from employer(s)	2018-12-31	$16,947
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$946,838
Expenses. Total of all expenses incurred	2017-12-31	$256,777
Benefits paid (including direct rollovers)	2017-12-31	$256,777
Total plan assets at end of year	2017-12-31	$8,531,775
Total plan assets at beginning of year	2017-12-31	$7,841,714
Value of fidelity bond covering the plan	2017-12-31	$300,000
Other income received	2017-12-31	$912,945
Net income (gross income less expenses)	2017-12-31	$690,061
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$8,531,775
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$7,841,714
Total contributions received or receivable from employer(s)	2017-12-31	$33,893
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$422,996
Expenses. Total of all expenses incurred	2016-12-31	$290,682
Benefits paid (including direct rollovers)	2016-12-31	$290,682
Total plan assets at end of year	2016-12-31	$7,841,714
Total plan assets at beginning of year	2016-12-31	$7,709,400
Value of fidelity bond covering the plan	2016-12-31	$300,000
Other income received	2016-12-31	$376,357
Net income (gross income less expenses)	2016-12-31	$132,314
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,841,714
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,709,400
Total contributions received or receivable from employer(s)	2016-12-31	$46,639
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$558,164
Expenses. Total of all expenses incurred	2015-12-31	$230,726
Benefits paid (including direct rollovers)	2015-12-31	$230,726
Total plan assets at end of year	2015-12-31	$7,709,400
Total plan assets at beginning of year	2015-12-31	$7,381,962
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$518,011
Net income (gross income less expenses)	2015-12-31	$327,438
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,709,400
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,381,962
Assets. Value of participant loans	2015-12-31	$1,875
Total contributions received or receivable from employer(s)	2015-12-31	$40,153
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Transfers to/from the plan	2015-01-31	$0
Total income from all sources	2015-01-31	$911,365
Expenses. Total of all expenses incurred	2015-01-31	$204,165
Benefits paid (including direct rollovers)	2015-01-31	$204,165
Total plan assets at end of year	2015-01-31	$7,381,962
Total plan assets at beginning of year	2015-01-31	$6,674,762
Value of fidelity bond covering the plan	2015-01-31	$300,000
Other income received	2015-01-31	$865,752
Net income (gross income less expenses)	2015-01-31	$707,200
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$7,381,962
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$6,674,762
Assets. Value of participant loans	2015-01-31	$6,217
Total contributions received or receivable from employer(s)	2015-01-31	$45,613
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-01-31	$0
2014 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-01-31	$0
Total income from all sources	2014-01-31	$1,211,488
Expenses. Total of all expenses incurred	2014-01-31	$168,745
Benefits paid (including direct rollovers)	2014-01-31	$168,745
Total plan assets at end of year	2014-01-31	$6,674,762
Total plan assets at beginning of year	2014-01-31	$5,632,019
Value of fidelity bond covering the plan	2014-01-31	$300,000
Other income received	2014-01-31	$1,165,514
Net income (gross income less expenses)	2014-01-31	$1,042,743
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$6,674,762
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$5,632,019
Assets. Value of participant loans	2014-01-31	$10,835
Total contributions received or receivable from employer(s)	2014-01-31	$45,974
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-01-31	$0
Total income from all sources	2013-01-31	$677,236
Expenses. Total of all expenses incurred	2013-01-31	$81,867
Benefits paid (including direct rollovers)	2013-01-31	$80,329
Total plan assets at end of year	2013-01-31	$5,632,019
Total plan assets at beginning of year	2013-01-31	$5,036,650
Value of fidelity bond covering the plan	2013-01-31	$300,000
Expenses. Other expenses not covered elsewhere	2013-01-31	$1,538
Other income received	2013-01-31	$637,135
Net income (gross income less expenses)	2013-01-31	$595,369
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$5,632,019
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$5,036,650
Assets. Value of participant loans	2013-01-31	$15,023
Total contributions received or receivable from employer(s)	2013-01-31	$40,101
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
2012 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-01-31	$0
Total income from all sources	2012-01-31	$561,247
Expenses. Total of all expenses incurred	2012-01-31	$19,678
Total plan assets at end of year	2012-01-31	$5,036,650
Total plan assets at beginning of year	2012-01-31	$4,495,081
Value of fidelity bond covering the plan	2012-01-31	$300,000
Expenses. Other expenses not covered elsewhere	2012-01-31	$19,678
Other income received	2012-01-31	$510,851
Net income (gross income less expenses)	2012-01-31	$541,569
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$5,036,650
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$4,495,081
Assets. Value of participant loans	2012-01-31	$18,173
Total contributions received or receivable from employer(s)	2012-01-31	$50,396
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
2011 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-01-31	$0
Total income from all sources	2011-01-31	$757,537
Expenses. Total of all expenses incurred	2011-01-31	$35,400
Benefits paid (including direct rollovers)	2011-01-31	$23,620
Total plan assets at end of year	2011-01-31	$4,495,081
Total plan assets at beginning of year	2011-01-31	$3,772,944
Value of fidelity bond covering the plan	2011-01-31	$300,000
Expenses. Other expenses not covered elsewhere	2011-01-31	$11,780
Other income received	2011-01-31	$695,215
Net income (gross income less expenses)	2011-01-31	$722,137
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$4,495,081
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$3,772,944
Total contributions received or receivable from employer(s)	2011-01-31	$62,322
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
2010 : JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN

2023: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING 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: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING 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: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING 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: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING 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: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING 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: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING 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: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING 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: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING 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: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Submission has been amended	No
2015-02-01	This submission is the final filing	No
2015-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-02-01	Plan is a collectively bargained plan	No
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2010: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Submission has been amended	No
2010-02-01	This submission is the final filing	No
2010-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-02-01	Plan is a collectively bargained plan	No
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: JOHN F. SUTHERLAND & ASSOC. INS. SVC., INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	JOHN F. SUTHERLAND & ASSOC. INS. SVCS., INC.
Employer identification number (EIN):	953683603
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages