401k Plan data: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	003

STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

STOWE INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: STOWE INSURANCE AGENCY, INC.

Employer identification number (EIN): 030221565

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about STOWE INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division

Incorporation Date: 1969-01-30

Company Identification Number: 62654

Legal Registered Office Address: 2538 West Hill Rd

Warren
United States of America (USA)
05674

More information about STOWE INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-02-01
003 2021-02-01
003 2020-02-01
003 2019-02-01
003 2018-02-01
003 2017-02-01 GLENN MINK
003 2016-02-01 GLENN MINK
003 2015-02-01 GLENN MINK
003 2014-02-01 GLENN MINK
003 2013-02-01 GLENN MINK
003 2012-02-01 GLENN MINK
003 2011-02-01 GLENN MINK
003 2009-02-01 GLENN C. MINK GLENN C. MINK 2010-11-11

Plan Statistics for STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-02-01 12
Total number of active participants reported on line 7a of the Form 5500 2022-02-01 0
Number of retired or separated participants receiving benefits 2022-02-01 0
Number of other retired or separated participants entitled to future benefits 2022-02-01 0
Total of all active and inactive participants 2022-02-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-02-01 0
Total participants 2022-02-01 0
Number of participants with account balances 2022-02-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-02-01 0
2021: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-02-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 9
Number of retired or separated participants receiving benefits 2021-02-01 3
Number of other retired or separated participants entitled to future benefits 2021-02-01 0
Total of all active and inactive participants 2021-02-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-02-01 0
Total participants 2021-02-01 12
Number of participants with account balances 2021-02-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-02-01 0
2020: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-02-01 13
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 9
Number of retired or separated participants receiving benefits 2020-02-01 3
Number of other retired or separated participants entitled to future benefits 2020-02-01 0
Total of all active and inactive participants 2020-02-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 0
Total participants 2020-02-01 12
Number of participants with account balances 2020-02-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 0
2019: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-02-01 13
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 10
Number of retired or separated participants receiving benefits 2019-02-01 3
Number of other retired or separated participants entitled to future benefits 2019-02-01 0
Total of all active and inactive participants 2019-02-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 0
Total participants 2019-02-01 13
Number of participants with account balances 2019-02-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 0
2018: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 10
Number of retired or separated participants receiving benefits 2018-02-01 3
Number of other retired or separated participants entitled to future benefits 2018-02-01 0
Total of all active and inactive participants 2018-02-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 13
Number of participants with account balances 2018-02-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 0
2017: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 9
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 3
Total of all active and inactive participants 2017-02-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 12
Number of participants with account balances 2017-02-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0
2016: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-02-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 9
Number of retired or separated participants receiving benefits 2016-02-01 0
Number of other retired or separated participants entitled to future benefits 2016-02-01 3
Total of all active and inactive participants 2016-02-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 12
Number of participants with account balances 2016-02-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 1
2015: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 10
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 2
Total of all active and inactive participants 2015-02-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 12
Number of participants with account balances 2015-02-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 11
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 1
Total of all active and inactive participants 2014-02-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 12
Number of participants with account balances 2014-02-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 10
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 2
Total of all active and inactive participants 2013-02-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 12
Number of participants with account balances 2013-02-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 11
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 1
Total of all active and inactive participants 2012-02-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 12
Number of participants with account balances 2012-02-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 9
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 1
Total of all active and inactive participants 2011-02-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 10
Number of participants with account balances 2011-02-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2009: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 10
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 1
Total of all active and inactive participants 2009-02-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 11
Number of participants with account balances 2009-02-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 1

Measure	Date	Value
2022: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-02-01	12
Total number of active participants reported on line 7a of the Form 5500	2022-02-01	0
Number of retired or separated participants receiving benefits	2022-02-01	0
Number of other retired or separated participants entitled to future benefits	2022-02-01	0
Total of all active and inactive participants	2022-02-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-02-01	0
Total participants	2022-02-01	0
Number of participants with account balances	2022-02-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-02-01	0
2021: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-02-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	9
Number of retired or separated participants receiving benefits	2021-02-01	3
Number of other retired or separated participants entitled to future benefits	2021-02-01	0
Total of all active and inactive participants	2021-02-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-02-01	0
Total participants	2021-02-01	12
Number of participants with account balances	2021-02-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-02-01	0
2020: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-02-01	13
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	9
Number of retired or separated participants receiving benefits	2020-02-01	3
Number of other retired or separated participants entitled to future benefits	2020-02-01	0
Total of all active and inactive participants	2020-02-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	0
Total participants	2020-02-01	12
Number of participants with account balances	2020-02-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	0
2019: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-02-01	13
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	10
Number of retired or separated participants receiving benefits	2019-02-01	3
Number of other retired or separated participants entitled to future benefits	2019-02-01	0
Total of all active and inactive participants	2019-02-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	0
Total participants	2019-02-01	13
Number of participants with account balances	2019-02-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	0
2018: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	10
Number of retired or separated participants receiving benefits	2018-02-01	3
Number of other retired or separated participants entitled to future benefits	2018-02-01	0
Total of all active and inactive participants	2018-02-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	13
Number of participants with account balances	2018-02-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	0
2017: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	9
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	3
Total of all active and inactive participants	2017-02-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	12
Number of participants with account balances	2017-02-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0
2016: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-02-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	9
Number of retired or separated participants receiving benefits	2016-02-01	0
Number of other retired or separated participants entitled to future benefits	2016-02-01	3
Total of all active and inactive participants	2016-02-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	12
Number of participants with account balances	2016-02-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	1
2015: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	10
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	2
Total of all active and inactive participants	2015-02-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	12
Number of participants with account balances	2015-02-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	11
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	1
Total of all active and inactive participants	2014-02-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	12
Number of participants with account balances	2014-02-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	10
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	2
Total of all active and inactive participants	2013-02-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	12
Number of participants with account balances	2013-02-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	11
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	1
Total of all active and inactive participants	2012-02-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	12
Number of participants with account balances	2012-02-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	9
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	1
Total of all active and inactive participants	2011-02-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	10
Number of participants with account balances	2011-02-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2009: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	10
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	1
Total of all active and inactive participants	2009-02-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	11
Number of participants with account balances	2009-02-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	1

Financial Data on STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-08-03	$0
Total plan liabilities at beginning of year	2022-08-03	$175,192
Total income from all sources	2022-08-03	$-2,697
Expenses. Total of all expenses incurred	2022-08-03	$0
Total plan assets at end of year	2022-08-03	$0
Total plan assets at beginning of year	2022-08-03	$177,889
Value of fidelity bond covering the plan	2022-08-03	$300,000
Other income received	2022-08-03	$-2,697
Net income (gross income less expenses)	2022-08-03	$-2,697
Net plan assets at end of year (total assets less liabilities)	2022-08-03	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-08-03	$2,697
Total plan liabilities at end of year	2022-01-31	$175,192
Total plan liabilities at beginning of year	2022-01-31	$0
Total income from all sources	2022-01-31	$323,508
Expenses. Total of all expenses incurred	2022-01-31	$2,342,826
Benefits paid (including direct rollovers)	2022-01-31	$2,342,612
Total plan assets at end of year	2022-01-31	$177,889
Total plan assets at beginning of year	2022-01-31	$2,022,015
Value of fidelity bond covering the plan	2022-01-31	$300,000
Other income received	2022-01-31	$323,508
Net income (gross income less expenses)	2022-01-31	$-2,019,318
Net plan assets at end of year (total assets less liabilities)	2022-01-31	$2,697
Net plan assets at beginning of year (total assets less liabilities)	2022-01-31	$2,022,015
Assets. Value of employer securities	2022-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-01-31	$214
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-01-31	$2,135,405
2021 : STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources	2021-01-31	$-98,659
Expenses. Total of all expenses incurred	2021-01-31	$21,196
Benefits paid (including direct rollovers)	2021-01-31	$21,003
Total plan assets at end of year	2021-01-31	$2,022,015
Total plan assets at beginning of year	2021-01-31	$2,141,870
Value of fidelity bond covering the plan	2021-01-31	$300,000
Expenses. Other expenses not covered elsewhere	2021-01-31	$193
Other income received	2021-01-31	$-131,659
Net income (gross income less expenses)	2021-01-31	$-119,855
Net plan assets at end of year (total assets less liabilities)	2021-01-31	$2,022,015
Net plan assets at beginning of year (total assets less liabilities)	2021-01-31	$2,141,870
Assets. Value of employer securities	2021-01-31	$1,829,929
Total contributions received or receivable from employer(s)	2021-01-31	$33,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-01-31	$0
2020 : STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources	2020-01-31	$162,199
Expenses. Total of all expenses incurred	2020-01-31	$20,810
Benefits paid (including direct rollovers)	2020-01-31	$20,594
Total plan assets at end of year	2020-01-31	$2,141,870
Total plan assets at beginning of year	2020-01-31	$2,000,481
Value of fidelity bond covering the plan	2020-01-31	$300,000
Expenses. Other expenses not covered elsewhere	2020-01-31	$216
Other income received	2020-01-31	$148,390
Net income (gross income less expenses)	2020-01-31	$141,389
Net plan assets at end of year (total assets less liabilities)	2020-01-31	$2,141,870
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$2,000,481
Assets. Value of employer securities	2020-01-31	$1,954,084
Total contributions received or receivable from employer(s)	2020-01-31	$13,809
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-01-31	$0
2019 : STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources	2019-01-31	$221,793
Expenses. Total of all expenses incurred	2019-01-31	$129,678
Benefits paid (including direct rollovers)	2019-01-31	$129,272
Total plan assets at end of year	2019-01-31	$2,000,481
Total plan assets at beginning of year	2019-01-31	$1,908,366
Value of fidelity bond covering the plan	2019-01-31	$200,000
Expenses. Other expenses not covered elsewhere	2019-01-31	$406
Other income received	2019-01-31	$100,293
Net income (gross income less expenses)	2019-01-31	$92,115
Net plan assets at end of year (total assets less liabilities)	2019-01-31	$2,000,481
Net plan assets at beginning of year (total assets less liabilities)	2019-01-31	$1,908,366
Assets. Value of employer securities	2019-01-31	$1,819,140
Total contributions received or receivable from employer(s)	2019-01-31	$121,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-01-31	$0
2018 : STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources	2018-01-31	$236,912
Expenses. Total of all expenses incurred	2018-01-31	$121,375
Benefits paid (including direct rollovers)	2018-01-31	$121,057
Total plan assets at end of year	2018-01-31	$1,908,366
Total plan assets at beginning of year	2018-01-31	$1,792,829
Value of fidelity bond covering the plan	2018-01-31	$200,000
Expenses. Other expenses not covered elsewhere	2018-01-31	$318
Other income received	2018-01-31	$206,912
Net income (gross income less expenses)	2018-01-31	$115,537
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$1,908,366
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$1,792,829
Assets. Value of employer securities	2018-01-31	$1,716,579
Total contributions received or receivable from employer(s)	2018-01-31	$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-01-31	$0
2017 : STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources	2017-01-31	$95,873
Expenses. Total of all expenses incurred	2017-01-31	$125
Total plan assets at end of year	2017-01-31	$1,792,829
Total plan assets at beginning of year	2017-01-31	$1,697,081
Value of fidelity bond covering the plan	2017-01-31	$200,000
Expenses. Other expenses not covered elsewhere	2017-01-31	$125
Other income received	2017-01-31	$95,873
Net income (gross income less expenses)	2017-01-31	$95,748
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$1,792,829
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$1,697,081
Assets. Value of employer securities	2017-01-31	$1,524,952
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-01-31	$0
2016 : STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources	2016-01-31	$170,420
Expenses. Total of all expenses incurred	2016-01-31	$0
Total plan assets at end of year	2016-01-31	$1,697,081
Total plan assets at beginning of year	2016-01-31	$1,526,661
Value of fidelity bond covering the plan	2016-01-31	$200,000
Other income received	2016-01-31	$170,420
Net income (gross income less expenses)	2016-01-31	$170,420
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$1,697,081
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$1,526,661
Assets. Value of employer securities	2016-01-31	$1,465,563
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-01-31	$0
2015 : STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-01-31	$0
Total income from all sources	2015-01-31	$266,172
Expenses. Total of all expenses incurred	2015-01-31	$7,792
Benefits paid (including direct rollovers)	2015-01-31	$7,692
Total plan assets at end of year	2015-01-31	$1,526,661
Total plan assets at beginning of year	2015-01-31	$1,268,281
Value of fidelity bond covering the plan	2015-01-31	$200,000
Expenses. Other expenses not covered elsewhere	2015-01-31	$100
Other income received	2015-01-31	$187,172
Net income (gross income less expenses)	2015-01-31	$258,380
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$1,526,661
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$1,268,281
Assets. Value of employer securities	2015-01-31	$1,296,289
Total contributions received or receivable from employer(s)	2015-01-31	$79,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-01-31	$0
2014 : STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-01-31	$0
Total plan liabilities at beginning of year	2014-01-31	$2,243
Total income from all sources	2014-01-31	$157,293
Expenses. Total of all expenses incurred	2014-01-31	$60
Total plan assets at end of year	2014-01-31	$1,268,281
Total plan assets at beginning of year	2014-01-31	$1,113,291
Value of fidelity bond covering the plan	2014-01-31	$125,000
Expenses. Other expenses not covered elsewhere	2014-01-31	$60
Other income received	2014-01-31	$157,293
Net income (gross income less expenses)	2014-01-31	$157,233
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$1,268,281
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$1,111,048
Assets. Value of employer securities	2014-01-31	$1,116,899
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-01-31	$2,243
Total plan liabilities at beginning of year	2013-01-31	$2,277
Total income from all sources	2013-01-31	$14,919
Expenses. Total of all expenses incurred	2013-01-31	$150
Total plan assets at end of year	2013-01-31	$1,113,291
Total plan assets at beginning of year	2013-01-31	$1,098,556
Value of fidelity bond covering the plan	2013-01-31	$125,000
Expenses. Other expenses not covered elsewhere	2013-01-31	$150
Other income received	2013-01-31	$14,919
Net income (gross income less expenses)	2013-01-31	$14,769
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$1,111,048
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$1,096,279
Assets. Value of employer securities	2013-01-31	$970,762
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
2012 : STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-01-31	$2,277
Total plan liabilities at beginning of year	2012-01-31	$2,873
Total income from all sources	2012-01-31	$55,602
Expenses. Total of all expenses incurred	2012-01-31	$215
Total plan assets at end of year	2012-01-31	$1,098,556
Total plan assets at beginning of year	2012-01-31	$1,043,765
Value of fidelity bond covering the plan	2012-01-31	$125,000
Expenses. Other expenses not covered elsewhere	2012-01-31	$215
Other income received	2012-01-31	$55,602
Net income (gross income less expenses)	2012-01-31	$55,387
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$1,096,279
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$1,040,892
Assets. Value of employer securities	2012-01-31	$955,111
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
2011 : STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-01-31	$2,873
Total plan liabilities at beginning of year	2011-01-31	$2,537
Total income from all sources	2011-01-31	$32,547
Expenses. Total of all expenses incurred	2011-01-31	$190,491
Benefits paid (including direct rollovers)	2011-01-31	$190,291
Total plan assets at end of year	2011-01-31	$1,043,765
Total plan assets at beginning of year	2011-01-31	$1,201,373
Value of fidelity bond covering the plan	2011-01-31	$75,000
Expenses. Other expenses not covered elsewhere	2011-01-31	$200
Other income received	2011-01-31	$32,547
Net income (gross income less expenses)	2011-01-31	$-157,944
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$1,040,892
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$1,198,836
Assets. Value of employer securities	2011-01-31	$900,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
2010 : STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP 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 STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-02-01	Type of plan entity	Single employer plan
2022-02-01	Submission has been amended	No
2022-02-01	This submission is the final filing	Yes
2022-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-02-01	Plan is a collectively bargained plan	No
2022-02-01	Plan funding arrangement – Trust	Yes
2022-02-01	Plan benefit arrangement - Trust	Yes
2021: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	Submission has been amended	No
2021-02-01	This submission is the final filing	No
2021-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-02-01	Plan is a collectively bargained plan	No
2021-02-01	Plan funding arrangement – Trust	Yes
2021-02-01	Plan benefit arrangement - Trust	Yes
2020: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Submission has been amended	No
2020-02-01	This submission is the final filing	No
2020-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-02-01	Plan is a collectively bargained plan	No
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Submission has been amended	No
2019-02-01	This submission is the final filing	No
2019-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-02-01	Plan is a collectively bargained plan	No
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP 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)	No
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: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP 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: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP 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: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP 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: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP 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
2009: STOWE INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP 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

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Company Name:	STOWE INSURANCE AGENCY, INC.
Employer identification number (EIN):	030221565
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Vermont Secretary of State Corporations Division
Incorporation Date:	1969-01-30
Company Identification Number:	62654
Legal Registered Office Address:	2538 West Hill Rd Warren United States of America (USA) 05674