401k Plan data: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN plan

E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN
Plan identification number	004

E.W. SMITH AGENCY RETIREMENT SAVINGS 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.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

E.W. SMITH AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: E.W. SMITH AGENCY, INC.

Employer identification number (EIN): 381319616

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E.W. SMITH AGENCY RETIREMENT SAVINGS 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 DOUGLAS OCHMANEK
004 2017-01-01 DOUGLAS OCHMANEK
004 2017-01-01 DOUGLAS OCHMANEK
004 2016-01-01 DOUGLAS OCHMANEK
004 2015-01-01 DOUGLAS OCHMANEK
004 2014-01-01 DOUGLAS OCHMANEK
004 2013-01-01 PAT ZYBACH
004 2012-01-01 DOUGLAS OCHMANEK DOUGLAS OCHMANEK 2013-05-24
004 2011-01-01 DOUGLAS OCHMANEK
004 2009-01-01 DOUGLAS OCHMANEK

Plan Statistics for E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN

Measure Date Value
2023: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 59
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 7
Total of all active and inactive participants 2023-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 66
Number of participants with account balances 2023-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 59
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 7
Total of all active and inactive participants 2022-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 66
Number of participants with account balances 2022-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 56
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 63
Number of participants with account balances 2021-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 58
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 6
Total of all active and inactive participants 2020-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 64
Number of participants with account balances 2020-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 59
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 4
Total of all active and inactive participants 2019-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 63
Number of participants with account balances 2019-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 57
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 62
Number of participants with account balances 2018-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 58
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 62
Number of participants with account balances 2017-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 56
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 4
Total of all active and inactive participants 2016-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 60
Number of participants with account balances 2016-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 60
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 3
Total of all active and inactive participants 2015-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 63
Number of participants with account balances 2015-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 57
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 4
Total of all active and inactive participants 2014-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 61
Number of participants with account balances 2014-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 51
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 4
Total of all active and inactive participants 2013-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 55
Number of participants with account balances 2013-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 53
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 3
Total of all active and inactive participants 2012-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 56
Number of participants with account balances 2012-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 54
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 57
Number of participants with account balances 2011-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 54
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 60
Number of participants with account balances 2009-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	59
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	7
Total of all active and inactive participants	2023-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	66
Number of participants with account balances	2023-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	59
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	7
Total of all active and inactive participants	2022-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	66
Number of participants with account balances	2022-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	56
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	63
Number of participants with account balances	2021-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	58
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	6
Total of all active and inactive participants	2020-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	64
Number of participants with account balances	2020-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	59
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	4
Total of all active and inactive participants	2019-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	63
Number of participants with account balances	2019-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	57
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	62
Number of participants with account balances	2018-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	58
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	62
Number of participants with account balances	2017-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	56
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	4
Total of all active and inactive participants	2016-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	60
Number of participants with account balances	2016-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	60
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	3
Total of all active and inactive participants	2015-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	63
Number of participants with account balances	2015-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	57
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	4
Total of all active and inactive participants	2014-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	61
Number of participants with account balances	2014-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	51
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	4
Total of all active and inactive participants	2013-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	55
Number of participants with account balances	2013-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	53
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	3
Total of all active and inactive participants	2012-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	56
Number of participants with account balances	2012-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	54
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	57
Number of participants with account balances	2011-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	54
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	60
Number of participants with account balances	2009-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : E.W. SMITH AGENCY RETIREMENT SAVINGS 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	$2,788,389
Expenses. Total of all expenses incurred	2023-12-31	$73,615
Benefits paid (including direct rollovers)	2023-12-31	$72,158
Total plan assets at end of year	2023-12-31	$14,200,609
Total plan assets at beginning of year	2023-12-31	$11,485,835
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Total contributions received or receivable from participants	2023-12-31	$555,151
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$1,915,607
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$2,714,774
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$14,200,609
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$11,485,835
Assets. Value of participant loans	2023-12-31	$147,524
Assets. Value of employer securities	2023-12-31	$49,305
Total contributions received or receivable from employer(s)	2023-12-31	$317,631
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	$1,457
2022 : E.W. SMITH AGENCY RETIREMENT SAVINGS 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	$-1,190,061
Expenses. Total of all expenses incurred	2022-12-31	$1,196,304
Benefits paid (including direct rollovers)	2022-12-31	$1,194,992
Total plan assets at end of year	2022-12-31	$11,485,835
Total plan assets at beginning of year	2022-12-31	$13,872,200
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$526,684
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	$-2,034,754
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-2,386,365
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$11,485,835
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$13,872,200
Assets. Value of participant loans	2022-12-31	$107,207
Assets. Value of employer securities	2022-12-31	$50,521
Total contributions received or receivable from employer(s)	2022-12-31	$318,009
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	$1,312
2021 : E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$25,079
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	$2,445,357
Expenses. Total of all expenses incurred	2021-12-31	$1,248,506
Benefits paid (including direct rollovers)	2021-12-31	$1,247,617
Total plan assets at end of year	2021-12-31	$13,872,200
Total plan assets at beginning of year	2021-12-31	$12,650,270
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$535,262
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	$1,600,916
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,196,851
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$13,872,200
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$12,650,270
Assets. Value of participant loans	2021-12-31	$132,862
Assets. Value of employer securities	2021-12-31	$49,320
Total contributions received or receivable from employer(s)	2021-12-31	$309,179
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	$889
2020 : E.W. SMITH AGENCY RETIREMENT SAVINGS 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	$2,385,962
Expenses. Total of all expenses incurred	2020-12-31	$997,540
Benefits paid (including direct rollovers)	2020-12-31	$996,835
Total plan assets at end of year	2020-12-31	$12,650,270
Total plan assets at beginning of year	2020-12-31	$11,261,848
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$476,553
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$65,861
Other income received	2020-12-31	$1,559,413
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,388,422
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$12,650,270
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$11,261,848
Assets. Value of participant loans	2020-12-31	$174,593
Assets. Value of employer securities	2020-12-31	$71,074
Total contributions received or receivable from employer(s)	2020-12-31	$284,135
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	$705
2019 : E.W. SMITH AGENCY RETIREMENT SAVINGS 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	$2,726,996
Expenses. Total of all expenses incurred	2019-12-31	$43,642
Benefits paid (including direct rollovers)	2019-12-31	$42,418
Total plan assets at end of year	2019-12-31	$11,261,848
Total plan assets at beginning of year	2019-12-31	$8,578,494
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$494,236
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	$1,945,529
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,683,354
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$11,261,848
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$8,578,494
Assets. Value of participant loans	2019-12-31	$244,778
Assets. Value of employer securities	2019-12-31	$125,316
Total contributions received or receivable from employer(s)	2019-12-31	$287,231
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	$1,224
2018 : E.W. SMITH AGENCY RETIREMENT SAVINGS 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	$135,935
Expenses. Total of all expenses incurred	2018-12-31	$21,959
Benefits paid (including direct rollovers)	2018-12-31	$21,141
Total plan assets at end of year	2018-12-31	$8,578,494
Total plan assets at beginning of year	2018-12-31	$8,464,518
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$440,496
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-565,389
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$113,976
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$8,578,494
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$8,464,518
Assets. Value of participant loans	2018-12-31	$198,888
Assets. Value of employer securities	2018-12-31	$117,030
Total contributions received or receivable from employer(s)	2018-12-31	$260,828
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	$818
2017 : E.W. SMITH AGENCY RETIREMENT SAVINGS 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	$1,869,352
Expenses. Total of all expenses incurred	2017-12-31	$798,144
Benefits paid (including direct rollovers)	2017-12-31	$796,956
Total plan assets at end of year	2017-12-31	$8,464,518
Total plan assets at beginning of year	2017-12-31	$7,393,310
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$373,497
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	$1,269,350
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,071,208
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$8,464,518
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$7,393,310
Assets. Value of participant loans	2017-12-31	$183,236
Assets. Value of employer securities	2017-12-31	$108,107
Total contributions received or receivable from employer(s)	2017-12-31	$226,505
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	$1,188
2016 : E.W. SMITH AGENCY RETIREMENT SAVINGS 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	$994,594
Expenses. Total of all expenses incurred	2016-12-31	$1,470,587
Benefits paid (including direct rollovers)	2016-12-31	$1,467,582
Total plan assets at end of year	2016-12-31	$7,393,310
Total plan assets at beginning of year	2016-12-31	$7,869,303
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$316,537
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	$492,514
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-475,993
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,393,310
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,869,303
Assets. Value of participant loans	2016-12-31	$219,309
Assets. Value of employer securities	2016-12-31	$127,321
Total contributions received or receivable from employer(s)	2016-12-31	$185,543
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	$3,005
2015 : E.W. SMITH AGENCY RETIREMENT SAVINGS 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	$435,435
Expenses. Total of all expenses incurred	2015-12-31	$141,771
Benefits paid (including direct rollovers)	2015-12-31	$136,736
Total plan assets at end of year	2015-12-31	$7,869,303
Total plan assets at beginning of year	2015-12-31	$7,575,639
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$288,873
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	$-23,958
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$293,664
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,869,303
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,575,639
Assets. Value of participant loans	2015-12-31	$252,384
Assets. Value of employer securities	2015-12-31	$168,837
Total contributions received or receivable from employer(s)	2015-12-31	$170,520
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	$5,035
2014 : E.W. SMITH AGENCY RETIREMENT SAVINGS 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	$706,335
Expenses. Total of all expenses incurred	2014-12-31	$75,166
Benefits paid (including direct rollovers)	2014-12-31	$73,979
Total plan assets at end of year	2014-12-31	$7,575,639
Total plan assets at beginning of year	2014-12-31	$6,944,470
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$246,031
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	$317,731
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$631,169
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,575,639
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,944,470
Assets. Value of participant loans	2014-12-31	$220,715
Assets. Value of employer securities	2014-12-31	$161,300
Total contributions received or receivable from employer(s)	2014-12-31	$142,573
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	$1,187
2013 : E.W. SMITH AGENCY RETIREMENT SAVINGS 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 income from all sources	2013-12-31	$1,407,585
Expenses. Total of all expenses incurred	2013-12-31	$14,793
Benefits paid (including direct rollovers)	2013-12-31	$13,234
Total plan assets at end of year	2013-12-31	$6,944,470
Total plan assets at beginning of year	2013-12-31	$5,551,678
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$249,021
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	$1,011,376
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,392,792
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,944,470
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,551,678
Assets. Value of participant loans	2013-12-31	$261,580
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	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$155,554
Total contributions received or receivable from employer(s)	2013-12-31	$147,188
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	$1,559
2012 : E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,025,778
Expenses. Total of all expenses incurred	2012-12-31	$110,055
Benefits paid (including direct rollovers)	2012-12-31	$108,643
Total plan assets at end of year	2012-12-31	$5,551,678
Total plan assets at beginning of year	2012-12-31	$4,635,955
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$253,693
Contributions received from other sources (not participants or employers)	2012-12-31	$45,488
Other income received	2012-12-31	$583,436
Net income (gross income less expenses)	2012-12-31	$915,723
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,551,678
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,635,955
Assets. Value of participant loans	2012-12-31	$241,936
Assets. Value of employer securities	2012-12-31	$151,319
Total contributions received or receivable from employer(s)	2012-12-31	$143,161
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,412
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$207,723
Expenses. Total of all expenses incurred	2011-12-31	$35,096
Benefits paid (including direct rollovers)	2011-12-31	$33,628
Total plan assets at end of year	2011-12-31	$4,635,955
Total plan assets at beginning of year	2011-12-31	$4,463,328
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$191,542
Other income received	2011-12-31	$-93,811
Net income (gross income less expenses)	2011-12-31	$172,627
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,635,955
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,463,328
Assets. Value of participant loans	2011-12-31	$156,575
Assets. Value of employer securities	2011-12-31	$149,480
Total contributions received or receivable from employer(s)	2011-12-31	$109,992
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,468
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$773,890
Expenses. Total of all expenses incurred	2010-12-31	$42,734
Benefits paid (including direct rollovers)	2010-12-31	$40,656
Total plan assets at end of year	2010-12-31	$4,463,328
Total plan assets at beginning of year	2010-12-31	$3,732,172
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$191,358
Other income received	2010-12-31	$471,753
Net income (gross income less expenses)	2010-12-31	$731,156
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,463,328
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,732,172
Assets. Value of participant loans	2010-12-31	$144,277
Assets. Value of employer securities	2010-12-31	$151,977
Total contributions received or receivable from employer(s)	2010-12-31	$110,779
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,078
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN

2023: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	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: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	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: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	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: E.W. SMITH AGENCY RETIREMENT SAVINGS 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: E.W. SMITH AGENCY RETIREMENT SAVINGS 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: E.W. SMITH AGENCY RETIREMENT SAVINGS 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: E.W. SMITH AGENCY RETIREMENT SAVINGS 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: E.W. SMITH AGENCY RETIREMENT SAVINGS 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: E.W. SMITH AGENCY RETIREMENT SAVINGS 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: E.W. SMITH AGENCY RETIREMENT SAVINGS 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: E.W. SMITH AGENCY RETIREMENT SAVINGS 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
2011: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: E.W. SMITH AGENCY RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	E.W. SMITH AGENCY, INC.
Employer identification number (EIN):	381319616
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages