401k Plan data: KILGO INSURANCE AGENCY INC. 401K PLAN plan

KILGO INSURANCE AGENCY INC. 401K PLAN 401k Plan overview

Plan Name	KILGO INSURANCE AGENCY INC. 401K PLAN
Plan identification number	001

KILGO INSURANCE AGENCY INC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

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

Company Name: KILGO INSURANCE AGENCY INC.

Employer identification number (EIN): 274601881

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about KILGO INSURANCE AGENCY INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2011-01-19

Company Identification Number: 0732382

Legal Registered Office Address: 9000 LORTON STATION BLVD STE Q

LORTON
United States of America (USA)
22079

More information about KILGO INSURANCE AGENCY INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KILGO INSURANCE AGENCY INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JASON KILGO JASON KILGO 2017-10-14
001 2015-01-01 JASON KILGO JASON KILGO 2016-10-14
001 2014-01-01 JASON KILGO JASON KILGO 2015-10-07
001 2014-01-01 JASON KILGO
001 2013-01-01 JASON KILGO JASON KILGO 2014-06-04
001 2012-01-01 JASON KILGO JASON KILGO 2013-09-13
001 2011-01-20 JASON KILGO JASON KILGO 2012-07-18

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	JASON KILGO	JASON KILGO	2017-10-14
001	2015-01-01	JASON KILGO	JASON KILGO	2016-10-14
001	2014-01-01	JASON KILGO	JASON KILGO	2015-10-07
001	2014-01-01	JASON KILGO
001	2013-01-01	JASON KILGO	JASON KILGO	2014-06-04
001	2012-01-01	JASON KILGO	JASON KILGO	2013-09-13
001	2011-01-20	JASON KILGO	JASON KILGO	2012-07-18

Plan Statistics for KILGO INSURANCE AGENCY INC. 401K PLAN

401k plan membership statisitcs for KILGO INSURANCE AGENCY INC. 401K PLAN

Measure Date Value
2016: KILGO INSURANCE AGENCY INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
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 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KILGO INSURANCE AGENCY INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KILGO INSURANCE AGENCY INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KILGO INSURANCE AGENCY INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KILGO INSURANCE AGENCY INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KILGO INSURANCE AGENCY INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-20 0
Total number of active participants reported on line 7a of the Form 5500 2011-01-20 1
Number of retired or separated participants receiving benefits 2011-01-20 0
Number of other retired or separated participants entitled to future benefits 2011-01-20 0
Total of all active and inactive participants 2011-01-20 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-20 0
Total participants 2011-01-20 1
Number of participants with account balances 2011-01-20 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-20 0

Measure	Date	Value
2016: KILGO INSURANCE AGENCY INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
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	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KILGO INSURANCE AGENCY INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KILGO INSURANCE AGENCY INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KILGO INSURANCE AGENCY INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KILGO INSURANCE AGENCY INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KILGO INSURANCE AGENCY INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-20	0
Total number of active participants reported on line 7a of the Form 5500	2011-01-20	1
Number of retired or separated participants receiving benefits	2011-01-20	0
Number of other retired or separated participants entitled to future benefits	2011-01-20	0
Total of all active and inactive participants	2011-01-20	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-20	0
Total participants	2011-01-20	1
Number of participants with account balances	2011-01-20	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-20	0

Financial Data on KILGO INSURANCE AGENCY INC. 401K PLAN

Measure	Date	Value
2016 : KILGO INSURANCE AGENCY INC. 401K PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total income from all sources	2016-12-31	$-28,562
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$214,269
Total plan assets at beginning of year	2016-12-31	$242,831
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-28,562
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-28,562
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$214,269
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$242,831
Assets. Value of employer securities	2016-12-31	$214,269
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	$0
2015 : KILGO INSURANCE AGENCY INC. 401K 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	$135,232
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$242,831
Total plan assets at beginning of year	2015-12-31	$107,599
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$135,232
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$135,232
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$242,831
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$107,599
Assets. Value of employer securities	2015-12-31	$242,831
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	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : KILGO INSURANCE AGENCY INC. 401K 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	$18,623
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$106,078
Total plan assets at beginning of year	2014-12-31	$87,455
Total contributions received or receivable from participants	2014-12-31	$0
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	$18,623
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$18,623
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$106,078
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$87,455
Assets. Value of employer securities	2014-12-31	$106,078
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	$0
2013 : KILGO INSURANCE AGENCY INC. 401K 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 plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$7,233
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$87,455
Total plan assets at beginning of year	2013-12-31	$80,222
Total contributions received or receivable from participants	2013-12-31	$0
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	$7,233
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$7,233
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$87,455
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$80,222
Assets. Value of employer securities	2013-12-31	$87,455
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	$0
2012 : KILGO INSURANCE AGENCY INC. 401K PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$-43,990
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$80,222
Total plan assets at beginning of year	2012-12-31	$124,212
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-43,990
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-43,990
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$80,222
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$124,212
Assets. Value of employer securities	2012-12-31	$80,222
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : KILGO INSURANCE AGENCY INC. 401K PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$124,212
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$124,212
Total plan assets at beginning of year	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$72,946
Other income received	2011-12-31	$51,266
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$124,212
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$124,212
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Assets. Value of employer securities	2011-12-31	$124,212
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0

Form 5500 Responses for KILGO INSURANCE AGENCY INC. 401K PLAN

2016: KILGO INSURANCE AGENCY INC. 401K 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: KILGO INSURANCE AGENCY INC. 401K 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: KILGO INSURANCE AGENCY INC. 401K 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: KILGO INSURANCE AGENCY INC. 401K 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: KILGO INSURANCE AGENCY INC. 401K 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KILGO INSURANCE AGENCY INC. 401K PLAN 2011 form 5500 responses
2011-01-20	Type of plan entity	Single employer plan
2011-01-20	First time form 5500 has been submitted	Yes
2011-01-20	Submission has been amended	No
2011-01-20	This submission is the final filing	No
2011-01-20	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-01-20	Plan is a collectively bargained plan	No
2011-01-20	Plan funding arrangement – Trust	Yes
2011-01-20	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	KILGO INSURANCE AGENCY INC.
Employer identification number (EIN):	274601881
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2011-01-19
Company Identification Number:	0732382
Legal Registered Office Address:	9000 LORTON STATION BLVD STE Q LORTON United States of America (USA) 22079