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KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameKEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

KEMNER-IOTT AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:KEMNER-IOTT AGENCY, INC.
Employer identification number (EIN):382172064
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-11-01DANIEL H. IOTT
0032015-11-01DANIEL H. IOTT
0032014-11-01DANIEL H. IOTT
0032013-11-01DANIEL H. IOTT
0032012-11-01DANIEL H. IOTT
0032011-11-01DANIEL H. IOTT
0032009-11-01DANIEL H. IOTT
0032008-11-01

Plan Statistics for KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2016: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-0141
Total number of active participants reported on line 7a of the Form 55002016-11-010
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-010
Number of participants with account balances2016-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-0141
Total number of active participants reported on line 7a of the Form 55002015-11-0133
Number of retired or separated participants receiving benefits2015-11-012
Number of other retired or separated participants entitled to future benefits2015-11-016
Total of all active and inactive participants2015-11-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-0141
Number of participants with account balances2015-11-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-0140
Total number of active participants reported on line 7a of the Form 55002014-11-0139
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-012
Total of all active and inactive participants2014-11-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-0141
Number of participants with account balances2014-11-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-0138
Total number of active participants reported on line 7a of the Form 55002013-11-0133
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-014
Total of all active and inactive participants2013-11-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-0137
Number of participants with account balances2013-11-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-0138
Total number of active participants reported on line 7a of the Form 55002012-11-0132
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-010
Total of all active and inactive participants2012-11-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-012
Total participants2012-11-0134
Number of participants with account balances2012-11-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-0140
Total number of active participants reported on line 7a of the Form 55002011-11-0129
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-018
Total of all active and inactive participants2011-11-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-0137
Number of participants with account balances2011-11-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-012
2009: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-0141
Total number of active participants reported on line 7a of the Form 55002009-11-0138
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-012
Total of all active and inactive participants2009-11-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-0140
Number of participants with account balances2009-11-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-011

Financial Data on KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2017 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-03-15$0
Total plan liabilities at beginning of year2017-03-15$7,315
Total income from all sources2017-03-15$0
Expenses. Total of all expenses incurred2017-03-15$5,908,665
Benefits paid (including direct rollovers)2017-03-15$5,908,665
Total plan assets at end of year2017-03-15$0
Total plan assets at beginning of year2017-03-15$5,915,980
Value of fidelity bond covering the plan2017-03-15$300,000
Net income (gross income less expenses)2017-03-15$-5,908,665
Net plan assets at end of year (total assets less liabilities)2017-03-15$0
Net plan assets at beginning of year (total assets less liabilities)2017-03-15$5,908,665
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-03-15$0
2016 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-10-31$7,315
Total plan liabilities at beginning of year2016-10-31$0
Total income from all sources2016-10-31$3,148,957
Expenses. Total of all expenses incurred2016-10-31$9,010
Benefits paid (including direct rollovers)2016-10-31$1,695
Total plan assets at end of year2016-10-31$5,915,980
Total plan assets at beginning of year2016-10-31$2,768,718
Value of fidelity bond covering the plan2016-10-31$300,000
Expenses. Other expenses not covered elsewhere2016-10-31$7,315
Other income received2016-10-31$3,148,957
Net income (gross income less expenses)2016-10-31$3,139,947
Net plan assets at end of year (total assets less liabilities)2016-10-31$5,908,665
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$2,768,718
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
2015 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-10-31$0
Total plan liabilities at beginning of year2015-10-31$0
Total income from all sources2015-10-31$476,153
Expenses. Total of all expenses incurred2015-10-31$87,313
Benefits paid (including direct rollovers)2015-10-31$56,880
Total plan assets at end of year2015-10-31$2,768,718
Total plan assets at beginning of year2015-10-31$2,379,878
Value of fidelity bond covering the plan2015-10-31$300,000
Other income received2015-10-31$356,153
Net income (gross income less expenses)2015-10-31$388,840
Net plan assets at end of year (total assets less liabilities)2015-10-31$2,768,718
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$2,379,878
Assets. Value of assets in partnership/joint-venture interests2015-10-31$23,000
Assets. Value of employer securities2015-10-31$1,842,048
Total contributions received or receivable from employer(s)2015-10-31$120,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$30,433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
2014 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-10-31$0
Total plan liabilities at beginning of year2014-10-31$0
Total income from all sources2014-10-31$366,181
Expenses. Total of all expenses incurred2014-10-31$64,990
Benefits paid (including direct rollovers)2014-10-31$43,255
Total plan assets at end of year2014-10-31$2,379,878
Total plan assets at beginning of year2014-10-31$2,078,687
Value of fidelity bond covering the plan2014-10-31$300,000
Other income received2014-10-31$246,181
Net income (gross income less expenses)2014-10-31$301,191
Net plan assets at end of year (total assets less liabilities)2014-10-31$2,379,878
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$2,078,687
Assets. Value of assets in partnership/joint-venture interests2014-10-31$34,475
Assets. Value of employer securities2014-10-31$1,458,416
Total contributions received or receivable from employer(s)2014-10-31$120,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$21,735
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
2013 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-10-31$0
Total plan liabilities at beginning of year2013-10-31$0
Total income from all sources2013-10-31$373,271
Expenses. Total of all expenses incurred2013-10-31$104,596
Benefits paid (including direct rollovers)2013-10-31$99,979
Total plan assets at end of year2013-10-31$2,078,687
Total plan assets at beginning of year2013-10-31$1,810,012
Value of fidelity bond covering the plan2013-10-31$300,000
Expenses. Other expenses not covered elsewhere2013-10-31$4,617
Other income received2013-10-31$253,271
Net income (gross income less expenses)2013-10-31$268,675
Net plan assets at end of year (total assets less liabilities)2013-10-31$2,078,687
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$1,810,012
Assets. Value of assets in partnership/joint-venture interests2013-10-31$35,600
Assets. Value of employer securities2013-10-31$1,237,983
Total contributions received or receivable from employer(s)2013-10-31$120,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
2012 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-10-31$0
Total plan liabilities at beginning of year2012-10-31$0
Total income from all sources2012-10-31$236,383
Expenses. Total of all expenses incurred2012-10-31$30,716
Benefits paid (including direct rollovers)2012-10-31$26,764
Total plan assets at end of year2012-10-31$1,810,012
Total plan assets at beginning of year2012-10-31$1,604,345
Value of fidelity bond covering the plan2012-10-31$300,000
Expenses. Other expenses not covered elsewhere2012-10-31$3,952
Other income received2012-10-31$117,536
Net income (gross income less expenses)2012-10-31$205,667
Net plan assets at end of year (total assets less liabilities)2012-10-31$1,810,012
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$1,604,345
Assets. Value of assets in partnership/joint-venture interests2012-10-31$36,325
Assets. Value of employer securities2012-10-31$1,079,444
Total contributions received or receivable from employer(s)2012-10-31$118,847
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
2011 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-10-31$0
Total plan liabilities at beginning of year2011-10-31$0
Total income from all sources2011-10-31$234,604
Expenses. Total of all expenses incurred2011-10-31$34,270
Benefits paid (including direct rollovers)2011-10-31$33,424
Total plan assets at end of year2011-10-31$1,604,345
Total plan assets at beginning of year2011-10-31$1,404,011
Value of fidelity bond covering the plan2011-10-31$250,000
Expenses. Other expenses not covered elsewhere2011-10-31$846
Other income received2011-10-31$134,604
Net income (gross income less expenses)2011-10-31$200,334
Net plan assets at end of year (total assets less liabilities)2011-10-31$1,604,345
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$1,404,011
Assets. Value of assets in partnership/joint-venture interests2011-10-31$79,737
Assets. Value of employer securities2011-10-31$970,962
Total contributions received or receivable from employer(s)2011-10-31$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$33,353
2010 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2016: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingYes
2016-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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