401k Plan data: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN plan

MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 401k Plan overview

Plan Name	MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN
Plan identification number	002

MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: MCSWEENEY & RICCI INSURANCE AGENCY, INC.

Employer identification number (EIN): 042318516

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 DAVID SWEETSER
002 2015-01-01 DAVID SWEETSER
002 2014-01-01 DAVID SWEETSER
002 2013-01-01 DAVID SWEETSER
002 2012-01-01 JOHN CURRY
002 2011-01-01 JOHN CURRY
002 2010-01-01 JOHN CURRY
002 2009-01-01 JOHN CURRY

Plan Statistics for MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN

401k plan membership statisitcs for MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN

Measure Date Value
2016: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 35
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 17
Total of all active and inactive participants 2016-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 52
Number of participants with account balances 2016-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 42
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 54
Number of participants with account balances 2015-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 49
Number of participants with account balances 2014-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 44
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 56
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 0
2012: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 49
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 12
Total of all active and inactive participants 2012-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 61
Number of participants with account balances 2012-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 53
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 65
Number of participants with account balances 2011-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 54
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 14
Total of all active and inactive participants 2010-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 68
Number of participants with account balances 2010-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 57
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 13
Total of all active and inactive participants 2009-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 70
Number of participants with account balances 2009-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	35
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	17
Total of all active and inactive participants	2016-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	52
Number of participants with account balances	2016-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	42
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	54
Number of participants with account balances	2015-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	49
Number of participants with account balances	2014-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	44
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	56
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	0
2012: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	49
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	12
Total of all active and inactive participants	2012-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	61
Number of participants with account balances	2012-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	53
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	65
Number of participants with account balances	2011-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	54
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	14
Total of all active and inactive participants	2010-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	68
Number of participants with account balances	2010-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	57
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	13
Total of all active and inactive participants	2009-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	70
Number of participants with account balances	2009-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN

Measure	Date	Value
2016 : MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$407,230
Expenses. Total of all expenses incurred	2016-12-31	$532,682
Benefits paid (including direct rollovers)	2016-12-31	$532,657
Total plan assets at end of year	2016-12-31	$3,702,547
Total plan assets at beginning of year	2016-12-31	$3,827,999
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$125,536
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$35,175
Other income received	2016-12-31	$246,519
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-125,452
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,702,547
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,827,999
Assets. Value of participant loans	2016-12-31	$98,504
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$25
2015 : MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$259,172
Expenses. Total of all expenses incurred	2015-12-31	$156,837
Benefits paid (including direct rollovers)	2015-12-31	$149,522
Total plan assets at end of year	2015-12-31	$3,827,999
Total plan assets at beginning of year	2015-12-31	$3,725,664
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$151,930
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$72,221
Other income received	2015-12-31	$35,021
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$102,335
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,827,999
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,725,664
Assets. Value of participant loans	2015-12-31	$131,721
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$7,265
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
2014 : MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$446,606
Expenses. Total of all expenses incurred	2014-12-31	$801,348
Benefits paid (including direct rollovers)	2014-12-31	$801,335
Total plan assets at end of year	2014-12-31	$3,725,664
Total plan assets at beginning of year	2014-12-31	$4,080,406
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$170,839
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$275,767
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-354,742
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,725,664
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,080,406
Assets. Value of participant loans	2014-12-31	$91,446
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$13
2013 : MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$979,589
Expenses. Total of all expenses incurred	2013-12-31	$565,657
Benefits paid (including direct rollovers)	2013-12-31	$565,416
Total plan assets at end of year	2013-12-31	$4,080,406
Total plan assets at beginning of year	2013-12-31	$3,666,474
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$225,111
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$754,478
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$413,932
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,080,406
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,666,474
Assets. Value of participant loans	2013-12-31	$74,115
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$241
2012 : MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$651,338
Expenses. Total of all expenses incurred	2012-12-31	$100,747
Benefits paid (including direct rollovers)	2012-12-31	$100,716
Total plan assets at end of year	2012-12-31	$3,666,474
Total plan assets at beginning of year	2012-12-31	$3,115,883
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$236,615
Contributions received from other sources (not participants or employers)	2012-12-31	$72,429
Other income received	2012-12-31	$342,294
Net income (gross income less expenses)	2012-12-31	$550,591
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,666,474
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,115,883
Assets. Value of participant loans	2012-12-31	$91,563
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$31
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$146,202
Expenses. Total of all expenses incurred	2011-12-31	$147,655
Benefits paid (including direct rollovers)	2011-12-31	$147,578
Total plan assets at end of year	2011-12-31	$3,115,883
Total plan assets at beginning of year	2011-12-31	$3,117,336
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$218,596
Other income received	2011-12-31	$-72,394
Net income (gross income less expenses)	2011-12-31	$-1,453
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,115,883
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,117,336
Assets. Value of participant loans	2011-12-31	$110,414
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$77
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$602,784
Expenses. Total of all expenses incurred	2010-12-31	$159,556
Benefits paid (including direct rollovers)	2010-12-31	$149,230
Total plan assets at end of year	2010-12-31	$3,117,336
Total plan assets at beginning of year	2010-12-31	$2,674,108
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$187,985
Other income received	2010-12-31	$414,799
Net income (gross income less expenses)	2010-12-31	$443,228
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,117,336
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,674,108
Assets. Value of participant loans	2010-12-31	$59,886
Value of corrective distributions	2010-12-31	$10,301
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN

2016: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION 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: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MCSWEENEY & RICCI INSURANCE AGENCY, INC. EMPLOYEE SAVINGS & PROTECTION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MCSWEENEY & RICCI INSURANCE AGENCY, INC.
Employer identification number (EIN):	042318516
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	DAVID SWEETSER
002	2015-01-01	DAVID SWEETSER
002	2014-01-01	DAVID SWEETSER
002	2013-01-01	DAVID SWEETSER
002	2012-01-01	JOHN CURRY
002	2011-01-01	JOHN CURRY
002	2010-01-01	JOHN CURRY
002	2009-01-01	JOHN CURRY