Plan Name | GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2018-06-01 | GARY W. YOST | |||
001 | 2017-06-01 | GARY W. YOST | |||
001 | 2016-06-01 | GARY W. YOST | |||
001 | 2015-06-01 | GARY W. YOST | |||
001 | 2014-06-01 | GARY W. YOST | |||
001 | 2013-06-01 | GARY W. YOST | |||
001 | 2012-06-01 | GARY W. YOST | |||
001 | 2011-06-01 | GARY W. YOST |
Measure | Date | Value |
---|---|---|
2018: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-06-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 0 |
Total of all active and inactive participants | 2018-06-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-01 | 0 |
Total participants | 2018-06-01 | 0 |
Number of participants with account balances | 2018-06-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-06-01 | 0 |
2017: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-06-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 2 |
Number of retired or separated participants receiving benefits | 2017-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-06-01 | 0 |
Total of all active and inactive participants | 2017-06-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-06-01 | 0 |
Total participants | 2017-06-01 | 2 |
Number of participants with account balances | 2017-06-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-06-01 | 0 |
2016: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-06-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 0 |
Total of all active and inactive participants | 2016-06-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-06-01 | 0 |
Total participants | 2016-06-01 | 2 |
Number of participants with account balances | 2016-06-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-06-01 | 0 |
2015: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-06-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 5 |
Number of retired or separated participants receiving benefits | 2015-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 0 |
Total of all active and inactive participants | 2015-06-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-06-01 | 0 |
Total participants | 2015-06-01 | 5 |
Number of participants with account balances | 2015-06-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-06-01 | 0 |
2014: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-06-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 3 |
Number of retired or separated participants receiving benefits | 2014-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 0 |
Total of all active and inactive participants | 2014-06-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 0 |
Total participants | 2014-06-01 | 3 |
Number of participants with account balances | 2014-06-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-01 | 0 |
2013: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-06-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 0 |
Total of all active and inactive participants | 2013-06-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-06-01 | 0 |
Total participants | 2013-06-01 | 5 |
Number of participants with account balances | 2013-06-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-06-01 | 0 |
2012: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-06-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 3 |
Number of retired or separated participants receiving benefits | 2012-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 0 |
Total of all active and inactive participants | 2012-06-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-06-01 | 0 |
Total participants | 2012-06-01 | 3 |
Number of participants with account balances | 2012-06-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-06-01 | 0 |
2011: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-06-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 4 |
Total of all active and inactive participants | 2011-06-01 | 4 |
Total participants | 2011-06-01 | 4 |
Number of participants with account balances | 2011-06-01 | 1 |
Measure | Date | Value |
---|---|---|
2018 : GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2018 401k financial data | ||
Total income from all sources | 2018-07-31 | $2,259 |
Expenses. Total of all expenses incurred | 2018-07-31 | $1,065,173 |
Benefits paid (including direct rollovers) | 2018-07-31 | $1,058,072 |
Total plan assets at end of year | 2018-07-31 | $0 |
Total plan assets at beginning of year | 2018-07-31 | $1,062,914 |
Value of fidelity bond covering the plan | 2018-07-31 | $90,000 |
Total contributions received or receivable from participants | 2018-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-07-31 | $0 |
Other income received | 2018-07-31 | $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 securities | 2018-07-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-07-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-07-31 | $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 securities | 2018-07-31 | $0 |
Total income from all sources | 2018-05-31 | $262,128 |
Expenses. Total of all expenses incurred | 2018-05-31 | $1,927 |
Benefits paid (including direct rollovers) | 2018-05-31 | $0 |
Total plan assets at end of year | 2018-05-31 | $1,062,914 |
Total plan assets at beginning of year | 2018-05-31 | $802,713 |
Value of fidelity bond covering the plan | 2018-05-31 | $90,000 |
Total contributions received or receivable from participants | 2018-05-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-05-31 | $0 |
Other income received | 2018-05-31 | $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 securities | 2018-05-31 | $879,684 |
Total contributions received or receivable from employer(s) | 2018-05-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-05-31 | $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 sources | 2017-05-31 | $-51,325 |
Expenses. Total of all expenses incurred | 2017-05-31 | $2,675 |
Benefits paid (including direct rollovers) | 2017-05-31 | $0 |
Total plan assets at end of year | 2017-05-31 | $802,713 |
Total plan assets at beginning of year | 2017-05-31 | $856,713 |
Value of fidelity bond covering the plan | 2017-05-31 | $90,000 |
Total contributions received or receivable from participants | 2017-05-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-05-31 | $0 |
Other income received | 2017-05-31 | $-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 securities | 2017-05-31 | $628,239 |
Total contributions received or receivable from employer(s) | 2017-05-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-05-31 | $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 sources | 2016-05-31 | $91,004 |
Expenses. Total of all expenses incurred | 2016-05-31 | $1,271 |
Benefits paid (including direct rollovers) | 2016-05-31 | $0 |
Total plan assets at end of year | 2016-05-31 | $856,713 |
Total plan assets at beginning of year | 2016-05-31 | $766,980 |
Value of fidelity bond covering the plan | 2016-05-31 | $90,000 |
Total contributions received or receivable from participants | 2016-05-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-05-31 | $0 |
Other income received | 2016-05-31 | $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 securities | 2016-05-31 | $694,142 |
Total contributions received or receivable from employer(s) | 2016-05-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-05-31 | $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 sources | 2015-05-31 | $-111,149 |
Expenses. Total of all expenses incurred | 2015-05-31 | $1,594 |
Benefits paid (including direct rollovers) | 2015-05-31 | $0 |
Total plan assets at end of year | 2015-05-31 | $766,980 |
Total plan assets at beginning of year | 2015-05-31 | $879,723 |
Value of fidelity bond covering the plan | 2015-05-31 | $90,000 |
Total contributions received or receivable from participants | 2015-05-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-05-31 | $0 |
Other income received | 2015-05-31 | $-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 securities | 2015-05-31 | $594,626 |
Total contributions received or receivable from employer(s) | 2015-05-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-05-31 | $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 sources | 2014-05-31 | $300,673 |
Expenses. Total of all expenses incurred | 2014-05-31 | $0 |
Benefits paid (including direct rollovers) | 2014-05-31 | $0 |
Total plan assets at end of year | 2014-05-31 | $879,723 |
Total plan assets at beginning of year | 2014-05-31 | $579,050 |
Value of fidelity bond covering the plan | 2014-05-31 | $90,000 |
Total contributions received or receivable from participants | 2014-05-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-05-31 | $0 |
Other income received | 2014-05-31 | $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 securities | 2014-05-31 | $713,490 |
Total contributions received or receivable from employer(s) | 2014-05-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-05-31 | $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 sources | 2013-05-31 | $75,032 |
Expenses. Total of all expenses incurred | 2013-05-31 | $0 |
Benefits paid (including direct rollovers) | 2013-05-31 | $0 |
Total plan assets at end of year | 2013-05-31 | $579,050 |
Total plan assets at beginning of year | 2013-05-31 | $504,018 |
Value of fidelity bond covering the plan | 2013-05-31 | $90,000 |
Total contributions received or receivable from participants | 2013-05-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-05-31 | $0 |
Other income received | 2013-05-31 | $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 securities | 2013-05-31 | $427,297 |
Total contributions received or receivable from employer(s) | 2013-05-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-05-31 | $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 sources | 2012-05-31 | $-396,590 |
Total plan assets at end of year | 2012-05-31 | $504,018 |
Total plan assets at beginning of year | 2012-05-31 | $900,608 |
Value of fidelity bond covering the plan | 2012-05-31 | $90,000 |
Other income received | 2012-05-31 | $-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 securities | 2012-05-31 | $355,508 |
2011 : GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-05-31 | $851,426 |
Expenses. Total of all expenses incurred | 2011-05-31 | $15 |
Total plan assets at end of year | 2011-05-31 | $851,411 |
Total plan assets at beginning of year | 2011-05-31 | $0 |
Value of fidelity bond covering the plan | 2011-05-31 | $90,000 |
Contributions received from other sources (not participants or employers) | 2011-05-31 | $851,413 |
Other income received | 2011-05-31 | $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 securities | 2011-05-31 | $750,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $15 |
2018: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2018 form 5500 responses | ||
---|---|---|
2018-06-01 | Type of plan entity | Single employer plan |
2018-06-01 | This submission is the final filing | Yes |
2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-06-01 | Plan funding arrangement – Trust | Yes |
2018-06-01 | Plan benefit arrangement - Trust | Yes |
2017: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-06-01 | Type of plan entity | Single employer plan |
2017-06-01 | Plan funding arrangement – Trust | Yes |
2017-06-01 | Plan benefit arrangement - Trust | Yes |
2016: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-06-01 | Type of plan entity | Single employer plan |
2016-06-01 | Plan funding arrangement – Trust | Yes |
2016-06-01 | Plan benefit arrangement - Trust | Yes |
2015: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-06-01 | Type of plan entity | Single employer plan |
2015-06-01 | Plan funding arrangement – Trust | Yes |
2015-06-01 | Plan benefit arrangement - Trust | Yes |
2014: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-06-01 | Type of plan entity | Single employer plan |
2014-06-01 | Plan funding arrangement – Trust | Yes |
2014-06-01 | Plan benefit arrangement - Trust | Yes |
2013: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-06-01 | Type of plan entity | Single employer plan |
2013-06-01 | Plan funding arrangement – Trust | Yes |
2013-06-01 | Plan benefit arrangement - Trust | Yes |
2012: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-06-01 | Type of plan entity | Single employer plan |
2012-06-01 | Plan funding arrangement – Trust | Yes |
2012-06-01 | Plan benefit arrangement - Trust | Yes |
2011: GW YOST INSURANCE AGENCY INC. PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-06-01 | Type of plan entity | Single employer plan |
2011-06-01 | Plan funding arrangement – Trust | Yes |
2011-06-01 | Plan benefit arrangement - Trust | Yes |