401k Plan data: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN plan

KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 401k Plan overview

Plan Name	KARTSONAS AGENCY, INC., PROFIT SHARING PLAN
Plan identification number	001

KARTSONAS AGENCY, INC., PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

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

Company Name: KARTSONAS AGENCY, INC.

Employer identification number (EIN): 251256263

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KARTSONAS AGENCY, INC., PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-04-01
001 2021-04-01
001 2020-04-01
001 2019-04-01
001 2018-04-01
001 2017-04-01 THOMAS KARTSONAS
001 2016-04-01 THOMAS KARTSONAS
001 2015-04-01 THOMAS KARTSONAS
001 2014-04-01 THOMAS KARTSONAS
001 2013-04-01 THOMAS KARTSONAS
001 2012-04-01 THOMAS KARTSONAS
001 2011-04-01 THOMAS KARTSONAS
001 2010-04-01 THOMAS KARTSONAS
001 2009-04-01 THOMAS KARTSONAS
001 2009-04-01 THOMAS KARTSONAS

Plan Statistics for KARTSONAS AGENCY, INC., PROFIT SHARING PLAN

401k plan membership statisitcs for KARTSONAS AGENCY, INC., PROFIT SHARING PLAN

Measure Date Value
2022: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 3
Total of all active and inactive participants 2022-04-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 1
Total participants 2022-04-01 4
Number of participants with account balances 2022-04-01 4
2021: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 3
Total of all active and inactive participants 2021-04-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 1
Total participants 2021-04-01 4
Number of participants with account balances 2021-04-01 0
2020: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 3
Total of all active and inactive participants 2020-04-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 1
Total participants 2020-04-01 4
Number of participants with account balances 2020-04-01 4
2019: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 3
Total of all active and inactive participants 2019-04-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 1
Total participants 2019-04-01 4
Number of participants with account balances 2019-04-01 4
2018: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 3
Total of all active and inactive participants 2018-04-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 1
Total participants 2018-04-01 4
Number of participants with account balances 2018-04-01 4
2017: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 3
Number of retired or separated participants receiving benefits 2017-04-01 2
Total of all active and inactive participants 2017-04-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 1
Total participants 2017-04-01 6
Number of participants with account balances 2017-04-01 4
2016: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 5
Number of other retired or separated participants entitled to future benefits 2016-04-01 1
Total of all active and inactive participants 2016-04-01 6
Total participants 2016-04-01 6
Number of participants with account balances 2016-04-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 1
2015: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 6
Total of all active and inactive participants 2015-04-01 6
Total participants 2015-04-01 6
Number of participants with account balances 2015-04-01 6
2014: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 6
Total of all active and inactive participants 2014-04-01 6
Total participants 2014-04-01 6
Number of participants with account balances 2014-04-01 6
2013: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 6
Total of all active and inactive participants 2013-04-01 6
Total participants 2013-04-01 6
Number of participants with account balances 2013-04-01 6
2012: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 5
Total of all active and inactive participants 2012-04-01 5
Total participants 2012-04-01 5
Number of participants with account balances 2012-04-01 5
2011: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 4
Number of retired or separated participants receiving benefits 2011-04-01 1
Total of all active and inactive participants 2011-04-01 5
Total participants 2011-04-01 5
Number of participants with account balances 2011-04-01 5
2010: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 5
Total of all active and inactive participants 2010-04-01 5
Total participants 2010-04-01 5
Number of participants with account balances 2010-04-01 5
2009: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 5
Total of all active and inactive participants 2009-04-01 5
Total participants 2009-04-01 5
Number of participants with account balances 2009-04-01 5

Measure	Date	Value
2022: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	3
Total of all active and inactive participants	2022-04-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	1
Total participants	2022-04-01	4
Number of participants with account balances	2022-04-01	4
2021: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	3
Total of all active and inactive participants	2021-04-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	1
Total participants	2021-04-01	4
Number of participants with account balances	2021-04-01	0
2020: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	3
Total of all active and inactive participants	2020-04-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	1
Total participants	2020-04-01	4
Number of participants with account balances	2020-04-01	4
2019: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	3
Total of all active and inactive participants	2019-04-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	1
Total participants	2019-04-01	4
Number of participants with account balances	2019-04-01	4
2018: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	3
Total of all active and inactive participants	2018-04-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	1
Total participants	2018-04-01	4
Number of participants with account balances	2018-04-01	4
2017: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	3
Number of retired or separated participants receiving benefits	2017-04-01	2
Total of all active and inactive participants	2017-04-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	1
Total participants	2017-04-01	6
Number of participants with account balances	2017-04-01	4
2016: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	5
Number of other retired or separated participants entitled to future benefits	2016-04-01	1
Total of all active and inactive participants	2016-04-01	6
Total participants	2016-04-01	6
Number of participants with account balances	2016-04-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	1
2015: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	6
Total of all active and inactive participants	2015-04-01	6
Total participants	2015-04-01	6
Number of participants with account balances	2015-04-01	6
2014: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	6
Total of all active and inactive participants	2014-04-01	6
Total participants	2014-04-01	6
Number of participants with account balances	2014-04-01	6
2013: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	6
Total of all active and inactive participants	2013-04-01	6
Total participants	2013-04-01	6
Number of participants with account balances	2013-04-01	6
2012: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	5
Total of all active and inactive participants	2012-04-01	5
Total participants	2012-04-01	5
Number of participants with account balances	2012-04-01	5
2011: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	4
Number of retired or separated participants receiving benefits	2011-04-01	1
Total of all active and inactive participants	2011-04-01	5
Total participants	2011-04-01	5
Number of participants with account balances	2011-04-01	5
2010: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	5
Total of all active and inactive participants	2010-04-01	5
Total participants	2010-04-01	5
Number of participants with account balances	2010-04-01	5
2009: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	5
Total of all active and inactive participants	2009-04-01	5
Total participants	2009-04-01	5
Number of participants with account balances	2009-04-01	5

Financial Data on KARTSONAS AGENCY, INC., PROFIT SHARING PLAN

Measure	Date	Value
2023 : KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-03-31	$10,250
Total plan liabilities at beginning of year	2023-03-31	$9,177
Total income from all sources	2023-03-31	$-216,480
Expenses. Total of all expenses incurred	2023-03-31	$288,919
Benefits paid (including direct rollovers)	2023-03-31	$270,000
Total plan assets at end of year	2023-03-31	$9,888,484
Total plan assets at beginning of year	2023-03-31	$10,392,810
Value of fidelity bond covering the plan	2023-03-31	$500,000
Expenses. Other expenses not covered elsewhere	2023-03-31	$18,919
Other income received	2023-03-31	$-236,004
Net income (gross income less expenses)	2023-03-31	$-505,399
Net plan assets at end of year (total assets less liabilities)	2023-03-31	$9,878,234
Net plan assets at beginning of year (total assets less liabilities)	2023-03-31	$10,383,633
Assets. Value of real-estate (other than employer real property)	2023-03-31	$390,000
Total contributions received or receivable from employer(s)	2023-03-31	$19,524
2022 : KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-03-31	$9,177
Total plan liabilities at beginning of year	2022-03-31	$7,650
Total income from all sources	2022-03-31	$686,870
Expenses. Total of all expenses incurred	2022-03-31	$200,931
Benefits paid (including direct rollovers)	2022-03-31	$180,000
Total plan assets at end of year	2022-03-31	$10,392,810
Total plan assets at beginning of year	2022-03-31	$9,905,344
Value of fidelity bond covering the plan	2022-03-31	$500,000
Expenses. Other expenses not covered elsewhere	2022-03-31	$20,931
Other income received	2022-03-31	$665,774
Net income (gross income less expenses)	2022-03-31	$485,939
Net plan assets at end of year (total assets less liabilities)	2022-03-31	$10,383,633
Net plan assets at beginning of year (total assets less liabilities)	2022-03-31	$9,897,694
Assets. Value of real-estate (other than employer real property)	2022-03-31	$390,000
Total contributions received or receivable from employer(s)	2022-03-31	$21,096
2021 : KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-03-31	$7,650
Total plan liabilities at beginning of year	2021-03-31	$8,226
Total income from all sources	2021-03-31	$3,405,525
Expenses. Total of all expenses incurred	2021-03-31	$187,490
Benefits paid (including direct rollovers)	2021-03-31	$170,000
Total plan assets at end of year	2021-03-31	$9,905,344
Total plan assets at beginning of year	2021-03-31	$6,687,885
Value of fidelity bond covering the plan	2021-03-31	$500,000
Expenses. Other expenses not covered elsewhere	2021-03-31	$17,490
Other income received	2021-03-31	$3,374,285
Net income (gross income less expenses)	2021-03-31	$3,218,035
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$9,897,694
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$6,679,659
Assets. Value of real-estate (other than employer real property)	2021-03-31	$325,000
Total contributions received or receivable from employer(s)	2021-03-31	$31,240
2020 : KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-03-31	$8,226
Total plan liabilities at beginning of year	2020-03-31	$23,398
Total income from all sources	2020-03-31	$-161,013
Expenses. Total of all expenses incurred	2020-03-31	$180,723
Benefits paid (including direct rollovers)	2020-03-31	$166,000
Total plan assets at end of year	2020-03-31	$6,687,885
Total plan assets at beginning of year	2020-03-31	$7,044,793
Value of fidelity bond covering the plan	2020-03-31	$500,000
Assets. Value of tangible personal property	2020-03-31	$0
Assets. Value of loans (other than to participants)	2020-03-31	$0
Expenses. Other expenses not covered elsewhere	2020-03-31	$14,723
Other income received	2020-03-31	$-209,234
Net income (gross income less expenses)	2020-03-31	$-341,736
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$6,679,659
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$7,021,395
Assets. Value of participant loans	2020-03-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-03-31	$0
Assets. Value of real-estate (other than employer real property)	2020-03-31	$325,000
Assets. Value of employer securities	2020-03-31	$0
Assets. Value of employer real property	2020-03-31	$0
Total contributions received or receivable from employer(s)	2020-03-31	$48,221
2019 : KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-03-31	$23,398
Total plan liabilities at beginning of year	2019-03-31	$7,425
Total income from all sources	2019-03-31	$881,136
Expenses. Total of all expenses incurred	2019-03-31	$160,070
Benefits paid (including direct rollovers)	2019-03-31	$146,500
Total plan assets at end of year	2019-03-31	$7,044,793
Total plan assets at beginning of year	2019-03-31	$6,307,754
Value of fidelity bond covering the plan	2019-03-31	$500,000
Expenses. Other expenses not covered elsewhere	2019-03-31	$13,570
Other income received	2019-03-31	$824,163
Net income (gross income less expenses)	2019-03-31	$721,066
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$7,021,395
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$6,300,329
Assets. Value of assets in partnership/joint-venture interests	2019-03-31	$3
Assets. Value of real-estate (other than employer real property)	2019-03-31	$325,000
Total contributions received or receivable from employer(s)	2019-03-31	$56,973
2018 : KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-03-31	$7,425
Total plan liabilities at beginning of year	2018-03-31	$6,500
Total income from all sources	2018-03-31	$589,925
Expenses. Total of all expenses incurred	2018-03-31	$29,431
Benefits paid (including direct rollovers)	2018-03-31	$14,854
Total plan assets at end of year	2018-03-31	$6,307,754
Total plan assets at beginning of year	2018-03-31	$5,746,335
Value of fidelity bond covering the plan	2018-03-31	$500,000
Expenses. Other expenses not covered elsewhere	2018-03-31	$14,577
Other income received	2018-03-31	$502,908
Net income (gross income less expenses)	2018-03-31	$560,494
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$6,300,329
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$5,739,835
Assets. Value of real-estate (other than employer real property)	2018-03-31	$325,000
Total contributions received or receivable from employer(s)	2018-03-31	$87,017
2017 : KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-03-31	$6,500
Total plan liabilities at beginning of year	2017-03-31	$6,345
Total income from all sources	2017-03-31	$986,967
Expenses. Total of all expenses incurred	2017-03-31	$268,124
Benefits paid (including direct rollovers)	2017-03-31	$255,000
Total plan assets at end of year	2017-03-31	$5,746,335
Total plan assets at beginning of year	2017-03-31	$5,027,337
Value of fidelity bond covering the plan	2017-03-31	$500,000
Expenses. Other expenses not covered elsewhere	2017-03-31	$13,124
Other income received	2017-03-31	$903,992
Net income (gross income less expenses)	2017-03-31	$718,843
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$5,739,835
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$5,020,992
Assets. Value of real-estate (other than employer real property)	2017-03-31	$325,000
Total contributions received or receivable from employer(s)	2017-03-31	$82,975
2016 : KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-03-31	$6,345
Total plan liabilities at beginning of year	2016-03-31	$26,054
Total income from all sources	2016-03-31	$30,037
Expenses. Total of all expenses incurred	2016-03-31	$137,530
Benefits paid (including direct rollovers)	2016-03-31	$125,000
Total plan assets at end of year	2016-03-31	$5,027,337
Total plan assets at beginning of year	2016-03-31	$5,154,539
Value of fidelity bond covering the plan	2016-03-31	$500,000
Expenses. Other expenses not covered elsewhere	2016-03-31	$12,530
Other income received	2016-03-31	$-55,481
Net income (gross income less expenses)	2016-03-31	$-107,493
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$5,020,992
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$5,128,485
Assets. Value of participant loans	2016-03-31	$40,353
Assets. Value of real-estate (other than employer real property)	2016-03-31	$325,000
Total contributions received or receivable from employer(s)	2016-03-31	$85,518
2015 : KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-03-31	$26,054
Total plan liabilities at beginning of year	2015-03-31	$20,330
Total income from all sources	2015-03-31	$658,861
Expenses. Total of all expenses incurred	2015-03-31	$97,725
Benefits paid (including direct rollovers)	2015-03-31	$85,000
Total plan assets at end of year	2015-03-31	$5,154,539
Total plan assets at beginning of year	2015-03-31	$4,587,679
Value of fidelity bond covering the plan	2015-03-31	$415,000
Expenses. Other expenses not covered elsewhere	2015-03-31	$12,725
Other income received	2015-03-31	$566,148
Net income (gross income less expenses)	2015-03-31	$561,136
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$5,128,485
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$4,567,349
Assets. Value of participant loans	2015-03-31	$71,216
Assets. Value of real-estate (other than employer real property)	2015-03-31	$325,000
Total contributions received or receivable from employer(s)	2015-03-31	$92,713
2014 : KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-03-31	$20,330
Total plan liabilities at beginning of year	2014-03-31	$22,403
Total income from all sources	2014-03-31	$550,941
Expenses. Total of all expenses incurred	2014-03-31	$86,045
Benefits paid (including direct rollovers)	2014-03-31	$75,000
Total plan assets at end of year	2014-03-31	$4,587,679
Total plan assets at beginning of year	2014-03-31	$4,124,856
Value of fidelity bond covering the plan	2014-03-31	$415,000
Expenses. Other expenses not covered elsewhere	2014-03-31	$11,045
Other income received	2014-03-31	$488,163
Net income (gross income less expenses)	2014-03-31	$464,896
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$4,567,349
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$4,102,453
Assets. Value of participant loans	2014-03-31	$100,870
Assets. Value of real-estate (other than employer real property)	2014-03-31	$325,000
Total contributions received or receivable from employer(s)	2014-03-31	$62,778
2013 : KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-03-31	$22,403
Total plan liabilities at beginning of year	2013-03-31	$9,782
Total income from all sources	2013-03-31	$344,358
Expenses. Total of all expenses incurred	2013-03-31	$155,837
Benefits paid (including direct rollovers)	2013-03-31	$147,940
Total plan assets at end of year	2013-03-31	$4,124,856
Total plan assets at beginning of year	2013-03-31	$3,923,714
Value of fidelity bond covering the plan	2013-03-31	$395,000
Expenses. Other expenses not covered elsewhere	2013-03-31	$7,897
Other income received	2013-03-31	$282,923
Net income (gross income less expenses)	2013-03-31	$188,521
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$4,102,453
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$3,913,932
Assets. Value of participant loans	2013-03-31	$129,364
Assets. Value of real-estate (other than employer real property)	2013-03-31	$325,000
Total contributions received or receivable from employer(s)	2013-03-31	$61,435
2012 : KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-03-31	$9,782
Total plan liabilities at beginning of year	2012-03-31	$5,005
Total income from all sources	2012-03-31	$270,237
Expenses. Total of all expenses incurred	2012-03-31	$165,918
Benefits paid (including direct rollovers)	2012-03-31	$160,810
Total plan assets at end of year	2012-03-31	$3,923,714
Total plan assets at beginning of year	2012-03-31	$3,814,618
Value of fidelity bond covering the plan	2012-03-31	$385,000
Expenses. Other expenses not covered elsewhere	2012-03-31	$5,108
Other income received	2012-03-31	$211,029
Net income (gross income less expenses)	2012-03-31	$104,319
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$3,913,932
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$3,809,613
Assets. Value of real-estate (other than employer real property)	2012-03-31	$325,000
Total contributions received or receivable from employer(s)	2012-03-31	$59,208
2011 : KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-03-31	$5,005
Total plan liabilities at beginning of year	2011-03-31	$14,843
Total income from all sources	2011-03-31	$578,594
Expenses. Total of all expenses incurred	2011-03-31	$44,062
Benefits paid (including direct rollovers)	2011-03-31	$40,000
Total plan assets at end of year	2011-03-31	$3,814,618
Total plan assets at beginning of year	2011-03-31	$3,289,924
Value of fidelity bond covering the plan	2011-03-31	$375,000
Expenses. Other expenses not covered elsewhere	2011-03-31	$4,062
Other income received	2011-03-31	$499,873
Net income (gross income less expenses)	2011-03-31	$534,532
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$3,809,613
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$3,275,081
Assets. Value of real-estate (other than employer real property)	2011-03-31	$325,000
Total contributions received or receivable from employer(s)	2011-03-31	$78,721

Form 5500 Responses for KARTSONAS AGENCY, INC., PROFIT SHARING PLAN

2022: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: KARTSONAS AGENCY, INC., PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KARTSONAS AGENCY, INC.
Employer identification number (EIN):	251256263
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages