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GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameGW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN
Plan identification number 001

GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GW YOST INSURANCE AGENCY INC. has sponsored the creation of one or more 401k plans.

Company Name:GW YOST INSURANCE AGENCY INC.
Employer identification number (EIN):272853700
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about GW YOST INSURANCE AGENCY INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2010-06-10
Company Identification Number: 1942987
Legal Registered Office Address: 1340 TITLEIST DRIVE
-
AKRON
United States of America (USA)
44312

More information about GW YOST INSURANCE AGENCY INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-06-01GARY W. YOST
0012017-06-01GARY W. YOST
0012016-06-01GARY W. YOST
0012015-06-01GARY W. YOST
0012014-06-01GARY W. YOST
0012013-06-01GARY W. YOST
0012012-06-01GARY W. YOST
0012011-06-01GARY W. YOST

Plan Statistics for GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN

401k plan membership statisitcs for GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN

Measure Date Value
2018: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-012
Total number of active participants reported on line 7a of the Form 55002018-06-010
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-010
Number of participants with account balances2018-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
2017: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-012
Total number of active participants reported on line 7a of the Form 55002017-06-012
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-012
Number of participants with account balances2017-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
2016: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-017
Total number of active participants reported on line 7a of the Form 55002016-06-012
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-012
Number of participants with account balances2016-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
2015: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-014
Total number of active participants reported on line 7a of the Form 55002015-06-015
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-015
Number of participants with account balances2015-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-016
Total number of active participants reported on line 7a of the Form 55002014-06-013
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-010
Total of all active and inactive participants2014-06-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-013
Number of participants with account balances2014-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-013
Total number of active participants reported on line 7a of the Form 55002013-06-015
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-010
Total of all active and inactive participants2013-06-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-015
Number of participants with account balances2013-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-014
Total number of active participants reported on line 7a of the Form 55002012-06-013
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-010
Total of all active and inactive participants2012-06-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-013
Number of participants with account balances2012-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-013
Total number of active participants reported on line 7a of the Form 55002011-06-014
Total of all active and inactive participants2011-06-014
Total participants2011-06-014
Number of participants with account balances2011-06-011

Financial Data on GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN

Measure Date Value
2018 : GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-07-31$2,259
Expenses. Total of all expenses incurred2018-07-31$1,065,173
Benefits paid (including direct rollovers)2018-07-31$1,058,072
Total plan assets at end of year2018-07-31$0
Total plan assets at beginning of year2018-07-31$1,062,914
Value of fidelity bond covering the plan2018-07-31$90,000
Total contributions received or receivable from participants2018-07-31$0
Contributions received from other sources (not participants or employers)2018-07-31$0
Other income received2018-07-31$2,259
Net income (gross income less expenses)2018-07-31$-1,062,914
Net plan assets at end of year (total assets less liabilities)2018-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-07-31$1,062,914
Assets. Value of employer securities2018-07-31$0
Total contributions received or receivable from employer(s)2018-07-31$0
Value of certain deemed distributions of participant loans2018-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-07-31$7,101
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
Total income from all sources2018-05-31$262,128
Expenses. Total of all expenses incurred2018-05-31$1,927
Benefits paid (including direct rollovers)2018-05-31$0
Total plan assets at end of year2018-05-31$1,062,914
Total plan assets at beginning of year2018-05-31$802,713
Value of fidelity bond covering the plan2018-05-31$90,000
Total contributions received or receivable from participants2018-05-31$0
Contributions received from other sources (not participants or employers)2018-05-31$0
Other income received2018-05-31$262,128
Net income (gross income less expenses)2018-05-31$260,201
Net plan assets at end of year (total assets less liabilities)2018-05-31$1,062,914
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$802,713
Assets. Value of employer securities2018-05-31$879,684
Total contributions received or receivable from employer(s)2018-05-31$0
Value of certain deemed distributions of participant loans2018-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-05-31$1,927
2017 : GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-05-31$-51,325
Expenses. Total of all expenses incurred2017-05-31$2,675
Benefits paid (including direct rollovers)2017-05-31$0
Total plan assets at end of year2017-05-31$802,713
Total plan assets at beginning of year2017-05-31$856,713
Value of fidelity bond covering the plan2017-05-31$90,000
Total contributions received or receivable from participants2017-05-31$0
Contributions received from other sources (not participants or employers)2017-05-31$0
Other income received2017-05-31$-51,325
Net income (gross income less expenses)2017-05-31$-54,000
Net plan assets at end of year (total assets less liabilities)2017-05-31$802,713
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$856,713
Assets. Value of employer securities2017-05-31$628,239
Total contributions received or receivable from employer(s)2017-05-31$0
Value of certain deemed distributions of participant loans2017-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-05-31$2,675
2016 : GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-05-31$91,004
Expenses. Total of all expenses incurred2016-05-31$1,271
Benefits paid (including direct rollovers)2016-05-31$0
Total plan assets at end of year2016-05-31$856,713
Total plan assets at beginning of year2016-05-31$766,980
Value of fidelity bond covering the plan2016-05-31$90,000
Total contributions received or receivable from participants2016-05-31$0
Contributions received from other sources (not participants or employers)2016-05-31$0
Other income received2016-05-31$91,004
Net income (gross income less expenses)2016-05-31$89,733
Net plan assets at end of year (total assets less liabilities)2016-05-31$856,713
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$766,980
Assets. Value of employer securities2016-05-31$694,142
Total contributions received or receivable from employer(s)2016-05-31$0
Value of certain deemed distributions of participant loans2016-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-05-31$1,271
2015 : GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-05-31$-111,149
Expenses. Total of all expenses incurred2015-05-31$1,594
Benefits paid (including direct rollovers)2015-05-31$0
Total plan assets at end of year2015-05-31$766,980
Total plan assets at beginning of year2015-05-31$879,723
Value of fidelity bond covering the plan2015-05-31$90,000
Total contributions received or receivable from participants2015-05-31$0
Contributions received from other sources (not participants or employers)2015-05-31$0
Other income received2015-05-31$-111,149
Net income (gross income less expenses)2015-05-31$-112,743
Net plan assets at end of year (total assets less liabilities)2015-05-31$766,980
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$879,723
Assets. Value of employer securities2015-05-31$594,626
Total contributions received or receivable from employer(s)2015-05-31$0
Value of certain deemed distributions of participant loans2015-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-05-31$1,594
2014 : GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-05-31$300,673
Expenses. Total of all expenses incurred2014-05-31$0
Benefits paid (including direct rollovers)2014-05-31$0
Total plan assets at end of year2014-05-31$879,723
Total plan assets at beginning of year2014-05-31$579,050
Value of fidelity bond covering the plan2014-05-31$90,000
Total contributions received or receivable from participants2014-05-31$0
Contributions received from other sources (not participants or employers)2014-05-31$0
Other income received2014-05-31$300,673
Net income (gross income less expenses)2014-05-31$300,673
Net plan assets at end of year (total assets less liabilities)2014-05-31$879,723
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$579,050
Assets. Value of employer securities2014-05-31$713,490
Total contributions received or receivable from employer(s)2014-05-31$0
Value of certain deemed distributions of participant loans2014-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-05-31$0
2013 : GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-05-31$75,032
Expenses. Total of all expenses incurred2013-05-31$0
Benefits paid (including direct rollovers)2013-05-31$0
Total plan assets at end of year2013-05-31$579,050
Total plan assets at beginning of year2013-05-31$504,018
Value of fidelity bond covering the plan2013-05-31$90,000
Total contributions received or receivable from participants2013-05-31$0
Contributions received from other sources (not participants or employers)2013-05-31$0
Other income received2013-05-31$75,032
Net income (gross income less expenses)2013-05-31$75,032
Net plan assets at end of year (total assets less liabilities)2013-05-31$579,050
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$504,018
Assets. Value of employer securities2013-05-31$427,297
Total contributions received or receivable from employer(s)2013-05-31$0
Value of certain deemed distributions of participant loans2013-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-05-31$0
2012 : GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-05-31$-396,590
Total plan assets at end of year2012-05-31$504,018
Total plan assets at beginning of year2012-05-31$900,608
Value of fidelity bond covering the plan2012-05-31$90,000
Other income received2012-05-31$-396,590
Net income (gross income less expenses)2012-05-31$-396,590
Net plan assets at end of year (total assets less liabilities)2012-05-31$504,018
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$900,608
Assets. Value of employer securities2012-05-31$355,508
2011 : GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-05-31$851,426
Expenses. Total of all expenses incurred2011-05-31$15
Total plan assets at end of year2011-05-31$851,411
Total plan assets at beginning of year2011-05-31$0
Value of fidelity bond covering the plan2011-05-31$90,000
Contributions received from other sources (not participants or employers)2011-05-31$851,413
Other income received2011-05-31$13
Net income (gross income less expenses)2011-05-31$851,411
Net plan assets at end of year (total assets less liabilities)2011-05-31$851,411
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$0
Assets. Value of employer securities2011-05-31$750,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-05-31$15

Form 5500 Responses for GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN

2018: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01This submission is the final filingYes
2018-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes

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