401k Plan data: WM.G. UHL AGENCY, INC. 401(K) PLAN plan

WM.G. UHL AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan Name	WM.G. UHL AGENCY, INC. 401(K) PLAN
Plan identification number	004

WM.G. UHL AGENCY, INC. 401(K) 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WM. G. UHL AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: WM. G. UHL AGENCY, INC.

Employer identification number (EIN): 310824983

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about WM. G. UHL AGENCY, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1973-01-24

Company Identification Number: 434757

Legal Registered Office Address: 7755 PARAGON RD
-
DAYTON
United States of America (USA)
45459

More information about WM. G. UHL AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WM.G. UHL AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 WILLIAM G UHL II
004 2016-01-01 WILLIAM G UHL II
004 2015-01-01 WILLIAM G UHL II
004 2014-01-01 WILLIAM G UHL II
004 2013-01-01 WILLIAM G UHL II
004 2012-01-01 WILLIAM UHL II
004 2011-01-01 WILLIAM UHL 2012-04-13 WILLIAM UHL 2012-04-13
004 2010-01-01 WILLIAM UHL 2011-04-13 WILLIAM UHL 2011-04-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01
004	2022-01-01
004	2021-01-01
004	2020-01-01
004	2019-01-01
004	2018-01-01
004	2017-01-01	WILLIAM G UHL II
004	2016-01-01	WILLIAM G UHL II
004	2015-01-01	WILLIAM G UHL II
004	2014-01-01	WILLIAM G UHL II
004	2013-01-01	WILLIAM G UHL II
004	2012-01-01	WILLIAM UHL II
004	2011-01-01	WILLIAM UHL	2012-04-13	WILLIAM UHL	2012-04-13
004	2010-01-01	WILLIAM UHL	2011-04-13	WILLIAM UHL	2011-04-13

Plan Statistics for WM.G. UHL AGENCY, INC. 401(K) PLAN

401k plan membership statisitcs for WM.G. UHL AGENCY, INC. 401(K) PLAN

Measure Date Value
2023: WM.G. UHL AGENCY, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 13
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 13
Number of participants with account balances 2023-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: WM.G. UHL AGENCY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 11
Number of participants with account balances 2022-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WM.G. UHL AGENCY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 14
Total of all active and inactive participants 2021-01-01 14
Total participants 2021-01-01 14
Number of participants with account balances 2021-01-01 13
2020: WM.G. UHL AGENCY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 14
Total of all active and inactive participants 2020-01-01 14
Total participants 2020-01-01 14
Number of participants with account balances 2020-01-01 13
2019: WM.G. UHL AGENCY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
Total of all active and inactive participants 2019-01-01 13
Total participants 2019-01-01 13
Number of participants with account balances 2019-01-01 12
2018: WM.G. UHL AGENCY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 13
Total of all active and inactive participants 2018-01-01 13
Total participants 2018-01-01 13
Number of participants with account balances 2018-01-01 12
2017: WM.G. UHL AGENCY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Total of all active and inactive participants 2017-01-01 12
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 11
2016: WM.G. UHL AGENCY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Total of all active and inactive participants 2016-01-01 11
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
2015: WM.G. UHL AGENCY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 12
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
2014: WM.G. UHL AGENCY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 12
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
2013: WM.G. UHL AGENCY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 11
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
2012: WM.G. UHL AGENCY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2023: WM.G. UHL AGENCY, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	13
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	13
Number of participants with account balances	2023-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: WM.G. UHL AGENCY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	11
Number of participants with account balances	2022-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WM.G. UHL AGENCY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	14
Total of all active and inactive participants	2021-01-01	14
Total participants	2021-01-01	14
Number of participants with account balances	2021-01-01	13
2020: WM.G. UHL AGENCY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	14
Total of all active and inactive participants	2020-01-01	14
Total participants	2020-01-01	14
Number of participants with account balances	2020-01-01	13
2019: WM.G. UHL AGENCY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
Total of all active and inactive participants	2019-01-01	13
Total participants	2019-01-01	13
Number of participants with account balances	2019-01-01	12
2018: WM.G. UHL AGENCY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	13
Total of all active and inactive participants	2018-01-01	13
Total participants	2018-01-01	13
Number of participants with account balances	2018-01-01	12
2017: WM.G. UHL AGENCY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Total of all active and inactive participants	2017-01-01	12
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	11
2016: WM.G. UHL AGENCY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Total of all active and inactive participants	2016-01-01	11
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
2015: WM.G. UHL AGENCY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	12
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
2014: WM.G. UHL AGENCY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	12
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
2013: WM.G. UHL AGENCY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	11
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
2012: WM.G. UHL AGENCY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on WM.G. UHL AGENCY, INC. 401(K) PLAN

Measure	Date	Value
2023 : WM.G. UHL AGENCY, INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$677,184
Expenses. Total of all expenses incurred	2023-12-31	$6,310
Benefits paid (including direct rollovers)	2023-12-31	$6,029
Total plan assets at end of year	2023-12-31	$2,600,003
Total plan assets at beginning of year	2023-12-31	$1,929,129
Value of fidelity bond covering the plan	2023-12-31	$250,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$118,189
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$25,238
Other income received	2023-12-31	$423,973
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$670,874
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,600,003
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,929,129
Assets. Value of participant loans	2023-12-31	$12,232
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$109,784
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$281
2022 : WM.G. UHL AGENCY, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-366,956
Expenses. Total of all expenses incurred	2022-12-31	$317,958
Benefits paid (including direct rollovers)	2022-12-31	$317,633
Total plan assets at end of year	2022-12-31	$1,929,129
Total plan assets at beginning of year	2022-12-31	$2,614,043
Value of fidelity bond covering the plan	2022-12-31	$250,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$78,217
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-481,295
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-684,914
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,929,129
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,614,043
Assets. Value of participant loans	2022-12-31	$18,740
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$36,122
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$325
2021 : WM.G. UHL AGENCY, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$432,059
Expenses. Total of all expenses incurred	2021-12-31	$150
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$2,614,043
Total plan assets at beginning of year	2021-12-31	$2,182,134
Value of fidelity bond covering the plan	2021-12-31	$250,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$104,439
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$293,665
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$431,909
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,614,043
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,182,134
Assets. Value of participant loans	2021-12-31	$20,879
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$33,955
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$150
2020 : WM.G. UHL AGENCY, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$479,873
Expenses. Total of all expenses incurred	2020-12-31	$9,863
Benefits paid (including direct rollovers)	2020-12-31	$9,400
Total plan assets at end of year	2020-12-31	$2,182,134
Total plan assets at beginning of year	2020-12-31	$1,712,124
Value of fidelity bond covering the plan	2020-12-31	$250,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$136,489
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$306,487
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$470,010
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,182,134
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,712,124
Assets. Value of participant loans	2020-12-31	$31,168
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$36,897
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$463
2019 : WM.G. UHL AGENCY, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$521,399
Expenses. Total of all expenses incurred	2019-12-31	$887,680
Benefits paid (including direct rollovers)	2019-12-31	$887,467
Total plan assets at end of year	2019-12-31	$1,712,124
Total plan assets at beginning of year	2019-12-31	$2,078,405
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$80,943
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$411,042
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-366,281
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,712,124
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,078,405
Assets. Value of participant loans	2019-12-31	$34,815
Total contributions received or receivable from employer(s)	2019-12-31	$29,414
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$213
2018 : WM.G. UHL AGENCY, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$35,357
Expenses. Total of all expenses incurred	2018-12-31	$313
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$2,078,405
Total plan assets at beginning of year	2018-12-31	$2,043,361
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$73,137
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$111,915
Other income received	2018-12-31	$-177,093
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$35,044
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,078,405
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,043,361
Assets. Value of participant loans	2018-12-31	$31,442
Total contributions received or receivable from employer(s)	2018-12-31	$27,398
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$313
2017 : WM.G. UHL AGENCY, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$406,335
Expenses. Total of all expenses incurred	2017-12-31	$132
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,043,361
Total plan assets at beginning of year	2017-12-31	$1,637,158
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$79,832
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$297,973
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$406,203
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,043,361
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,637,158
Assets. Value of participant loans	2017-12-31	$8,176
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$28,530
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$132
2016 : WM.G. UHL AGENCY, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$247,417
Expenses. Total of all expenses incurred	2016-12-31	$23,296
Benefits paid (including direct rollovers)	2016-12-31	$23,271
Total plan assets at end of year	2016-12-31	$1,637,158
Total plan assets at beginning of year	2016-12-31	$1,413,037
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$70,918
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	$144,868
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$224,121
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,637,158
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,413,037
Assets. Value of participant loans	2016-12-31	$1,315
Total contributions received or receivable from employer(s)	2016-12-31	$31,631
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$25
2015 : WM.G. UHL AGENCY, INC. 401(K) 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	$68,505
Expenses. Total of all expenses incurred	2015-12-31	$376
Benefits paid (including direct rollovers)	2015-12-31	$351
Total plan assets at end of year	2015-12-31	$1,413,037
Total plan assets at beginning of year	2015-12-31	$1,344,908
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$63,599
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	$-25,778
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$68,129
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,413,037
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,344,908
Assets. Value of participant loans	2015-12-31	$2,480
Total contributions received or receivable from employer(s)	2015-12-31	$30,684
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	$25
2014 : WM.G. UHL AGENCY, INC. 401(K) 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	$152,206
Expenses. Total of all expenses incurred	2014-12-31	$81
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,344,908
Total plan assets at beginning of year	2014-12-31	$1,192,783
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$60,634
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	$61,679
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$152,125
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,344,908
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,192,783
Assets. Value of participant loans	2014-12-31	$3,758
Total contributions received or receivable from employer(s)	2014-12-31	$29,893
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	$81
2013 : WM.G. UHL AGENCY, INC. 401(K) 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	$195,672
Expenses. Total of all expenses incurred	2013-12-31	$3,970
Benefits paid (including direct rollovers)	2013-12-31	$3,851
Total plan assets at end of year	2013-12-31	$1,192,783
Total plan assets at beginning of year	2013-12-31	$1,001,081
Total contributions received or receivable from participants	2013-12-31	$59,084
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	$107,993
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$191,702
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,192,783
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,001,081
Assets. Value of participant loans	2013-12-31	$595
Total contributions received or receivable from employer(s)	2013-12-31	$28,595
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	$119
2012 : WM.G. UHL AGENCY, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$178,362
Expenses. Total of all expenses incurred	2012-12-31	$188
Total plan assets at end of year	2012-12-31	$1,001,081
Total plan assets at beginning of year	2012-12-31	$822,907
Value of fidelity bond covering the plan	2012-12-31	$125,000
Total contributions received or receivable from participants	2012-12-31	$52,096
Other income received	2012-12-31	$102,030
Net income (gross income less expenses)	2012-12-31	$178,174
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,001,081
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$822,907
Assets. Value of participant loans	2012-12-31	$2,838
Total contributions received or receivable from employer(s)	2012-12-31	$24,236
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$188

Form 5500 Responses for WM.G. UHL AGENCY, INC. 401(K) PLAN

2023: WM.G. UHL AGENCY, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WM.G. UHL AGENCY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WM.G. UHL AGENCY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WM.G. UHL AGENCY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WM.G. UHL AGENCY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WM.G. UHL AGENCY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WM.G. UHL AGENCY, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WM.G. UHL AGENCY, INC. 401(K) 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: WM.G. UHL AGENCY, INC. 401(K) 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: WM.G. UHL AGENCY, INC. 401(K) 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: WM.G. UHL AGENCY, INC. 401(K) 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: WM.G. UHL AGENCY, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WM. G. UHL AGENCY, INC.
Employer identification number (EIN):	310824983
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1973-01-24
Company Identification Number:	434757
Legal Registered Office Address:	7755 PARAGON RD - DAYTON United States of America (USA) 45459