WILLIAM B. BUELL JR AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLAM B BUELL JR AGENCY INC DBA BUELL & OLIVIERI INSURANCE
401k plan membership statisitcs for WILLAM B BUELL JR AGENCY INC DBA BUELL & OLIVIERI INSURANCE
| Measure | Date | Value |
|---|
| 2020: WILLAM B BUELL JR AGENCY INC DBA BUELL & OLIVIERI INSURANCE 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| 2019: WILLAM B BUELL JR AGENCY INC DBA BUELL & OLIVIERI INSURANCE 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2020 : WILLAM B BUELL JR AGENCY INC DBA BUELL & OLIVIERI INSURANCE 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $3 |
| Total plan liabilities at end of year | 2020-12-31 | $2,630 |
| Total plan liabilities at beginning of year | 2020-12-31 | $301 |
| Total income from all sources | 2020-12-31 | $25,385 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $23,294 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $169 |
| Total plan assets at end of year | 2020-12-31 | $16,625 |
| Total plan assets at beginning of year | 2020-12-31 | $12,202 |
| Total contributions received or receivable from participants | 2020-12-31 | $17,065 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $23,125 |
| Net income (gross income less expenses) | 2020-12-31 | $2,091 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $13,995 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,901 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $8,320 |
| 2019 : WILLAM B BUELL JR AGENCY INC DBA BUELL & OLIVIERI INSURANCE 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $-3 |
| Total plan liabilities at end of year | 2019-12-31 | $301 |
| Total plan liabilities at beginning of year | 2019-12-31 | $987 |
| Total income from all sources | 2019-12-31 | $3,208 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $2,161 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $48 |
| Total plan assets at end of year | 2019-12-31 | $12,202 |
| Total plan assets at beginning of year | 2019-12-31 | $11,844 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $2,113 |
| Net income (gross income less expenses) | 2019-12-31 | $1,047 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $11,901 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,857 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $3,208 |
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