401k Plan data: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN plan

THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN
Plan identification number	003

THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

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

Company Name: MCCLONE AGENCY INC.

Employer identification number (EIN): 390968993

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 ERIK BRENN 2023-09-04
003 2021-01-01 ERIK BRENN 2022-07-06
003 2020-01-01 ERIK BRENN 2021-07-12
003 2019-01-01 ERIK BRENN 2020-08-07
003 2018-01-01 ERIK BRENN 2019-10-15
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 ERIK BRENN 2013-07-12
003 2011-01-01 ERIK BRENN 2012-07-31
003 2010-01-01 ERIK BRENN 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	ERIK BRENN	2023-09-04
003	2021-01-01	ERIK BRENN	2022-07-06
003	2020-01-01	ERIK BRENN	2021-07-12
003	2019-01-01	ERIK BRENN	2020-08-07
003	2018-01-01	ERIK BRENN	2019-10-15
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	ERIK BRENN	2013-07-12
003	2011-01-01	ERIK BRENN	2012-07-31
003	2010-01-01	ERIK BRENN	2011-07-26

Plan Statistics for THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 104
Number of retired or separated participants receiving benefits 2022-01-01 25
Total of all active and inactive participants 2022-01-01 129
Total participants 2022-01-01 129
Number of participants with account balances 2022-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 87
Number of retired or separated participants receiving benefits 2021-01-01 22
Total of all active and inactive participants 2021-01-01 109
Total participants 2021-01-01 109
Number of participants with account balances 2021-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 85
Number of retired or separated participants receiving benefits 2020-01-01 20
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 105
Total participants 2020-01-01 105
Number of participants with account balances 2020-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 81
Number of retired or separated participants receiving benefits 2019-01-01 20
Total of all active and inactive participants 2019-01-01 101
Total participants 2019-01-01 101
Number of participants with account balances 2019-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 89
Number of retired or separated participants receiving benefits 2018-01-01 21
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 110
Total participants 2018-01-01 110
Number of participants with account balances 2018-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 100
Number of retired or separated participants receiving benefits 2017-01-01 18
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 118
Number of participants with account balances 2017-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 110
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 122
Number of participants with account balances 2016-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	104
Number of retired or separated participants receiving benefits	2022-01-01	25
Total of all active and inactive participants	2022-01-01	129
Total participants	2022-01-01	129
Number of participants with account balances	2022-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	87
Number of retired or separated participants receiving benefits	2021-01-01	22
Total of all active and inactive participants	2021-01-01	109
Total participants	2021-01-01	109
Number of participants with account balances	2021-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	85
Number of retired or separated participants receiving benefits	2020-01-01	20
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	105
Total participants	2020-01-01	105
Number of participants with account balances	2020-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	81
Number of retired or separated participants receiving benefits	2019-01-01	20
Total of all active and inactive participants	2019-01-01	101
Total participants	2019-01-01	101
Number of participants with account balances	2019-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	89
Number of retired or separated participants receiving benefits	2018-01-01	21
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	110
Total participants	2018-01-01	110
Number of participants with account balances	2018-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	100
Number of retired or separated participants receiving benefits	2017-01-01	18
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	118
Number of participants with account balances	2017-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	110
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	122
Number of participants with account balances	2016-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2022 : THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$676,518
Total of all expenses incurred	2022-12-31	$2,207,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,163,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,185,641
Value of total assets at end of year	2022-12-31	$8,471,519
Value of total assets at beginning of year	2022-12-31	$10,002,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$44,124
Total interest from all sources	2022-12-31	$478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$17,604
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$753,142
Participant contributions at end of year	2022-12-31	$10,109
Participant contributions at beginning of year	2022-12-31	$10,065
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,144,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,531,456
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,471,519
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,002,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$8,461,410
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$9,992,910
Interest on participant loans	2022-12-31	$478
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,509,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$287,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,163,850
Contract administrator fees	2022-12-31	$26,520
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2022-12-31	814637885
2021 : THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,035,349
Total of all expenses incurred	2021-12-31	$1,085,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,033,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$951,823
Value of total assets at end of year	2021-12-31	$10,002,975
Value of total assets at beginning of year	2021-12-31	$9,052,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$51,672
Total interest from all sources	2021-12-31	$790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$20,699
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$492,054
Participant contributions at end of year	2021-12-31	$10,065
Participant contributions at beginning of year	2021-12-31	$23,286
Participant contributions at beginning of year	2021-12-31	$16,236
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$257,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$950,157
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,002,975
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,052,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$9,992,910
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$9,007,690
Interest on participant loans	2021-12-31	$790
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,082,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$202,708
Employer contributions (assets) at beginning of year	2021-12-31	$5,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,033,520
Contract administrator fees	2021-12-31	$30,973
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2021-12-31	814637885
2020 : THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,894,265
Total of all expenses incurred	2020-12-31	$1,347,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,304,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$790,886
Value of total assets at end of year	2020-12-31	$9,052,818
Value of total assets at beginning of year	2020-12-31	$8,506,109
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$43,048
Total interest from all sources	2020-12-31	$1,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$16,488
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$458,465
Participant contributions at end of year	2020-12-31	$23,286
Participant contributions at beginning of year	2020-12-31	$41,724
Participant contributions at end of year	2020-12-31	$16,236
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$136,266
Other income not declared elsewhere	2020-12-31	$2,864
Total non interest bearing cash at beginning of year	2020-12-31	$86
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$546,709
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,052,818
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,506,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$9,007,690
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$8,464,299
Interest on participant loans	2020-12-31	$1,581
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,098,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$196,155
Employer contributions (assets) at end of year	2020-12-31	$5,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,304,508
Contract administrator fees	2020-12-31	$26,560
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2020-12-31	814637885
2019 : THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,156,463
Total of all expenses incurred	2019-12-31	$1,182,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,126,080
Expenses. Certain deemed distributions of participant loans	2019-12-31	$12,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$674,505
Value of total assets at end of year	2019-12-31	$8,506,109
Value of total assets at beginning of year	2019-12-31	$7,531,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$43,915
Total interest from all sources	2019-12-31	$2,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$18,045
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$407,130
Participant contributions at end of year	2019-12-31	$41,724
Participant contributions at beginning of year	2019-12-31	$75,454
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$77,993
Other income not declared elsewhere	2019-12-31	$3,650
Total non interest bearing cash at end of year	2019-12-31	$86
Total non interest bearing cash at beginning of year	2019-12-31	$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$974,229
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,506,109
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,531,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$8,464,299
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,456,414
Interest on participant loans	2019-12-31	$2,763
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,475,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$189,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,126,080
Contract administrator fees	2019-12-31	$25,870
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2019-12-31	814637885
2018 : THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$260,952
Total of all expenses incurred	2018-12-31	$2,839,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,809,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$630,483
Value of total assets at end of year	2018-12-31	$7,531,880
Value of total assets at beginning of year	2018-12-31	$10,110,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$30,272
Total interest from all sources	2018-12-31	$3,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$13,904
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$401,780
Participant contributions at end of year	2018-12-31	$75,454
Participant contributions at beginning of year	2018-12-31	$90,078
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$33,816
Other income not declared elsewhere	2018-12-31	$6,788
Total non interest bearing cash at end of year	2018-12-31	$12
Total non interest bearing cash at beginning of year	2018-12-31	$2,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,578,368
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,531,880
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,110,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$7,456,414
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$10,017,308
Interest on participant loans	2018-12-31	$3,642
Net investment gain/loss from pooled separate accounts	2018-12-31	$-379,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$194,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,809,048
Contract administrator fees	2018-12-31	$16,368
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ENDRIES OTTO, LLC
Accountancy firm EIN	2018-12-31	391829828
2017 : THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,121,335
Total of all expenses incurred	2017-12-31	$3,167,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,164,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$732,719
Value of total assets at end of year	2017-12-31	$10,110,248
Value of total assets at beginning of year	2017-12-31	$11,156,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,470
Total interest from all sources	2017-12-31	$3,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$1,884
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$413,438
Participant contributions at end of year	2017-12-31	$90,078
Participant contributions at beginning of year	2017-12-31	$69,464
Participant contributions at beginning of year	2017-12-31	$15,726
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$111,415
Other income not declared elsewhere	2017-12-31	$5,483
Total non interest bearing cash at end of year	2017-12-31	$2,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-1,046,108
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,110,248
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,156,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$10,017,308
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$11,063,929
Interest on participant loans	2017-12-31	$3,645
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,379,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$207,866
Employer contributions (assets) at beginning of year	2017-12-31	$7,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,164,973
Contract administrator fees	2017-12-31	$586
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ENDRIES OTTO, LLC
Accountancy firm EIN	2017-12-31	391829828
2016 : THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,460,754
Total of all expenses incurred	2016-12-31	$1,159,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,157,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$727,535
Value of total assets at end of year	2016-12-31	$11,156,356
Value of total assets at beginning of year	2016-12-31	$10,855,303
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,136
Total interest from all sources	2016-12-31	$3,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$1,980
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$452,466
Participant contributions at end of year	2016-12-31	$69,464
Participant contributions at beginning of year	2016-12-31	$91,013
Participant contributions at end of year	2016-12-31	$15,726
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$76,998
Other income not declared elsewhere	2016-12-31	$12,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$301,053
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,156,356
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,855,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$11,063,929
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$10,764,276
Interest on participant loans	2016-12-31	$3,169
Net investment gain/loss from pooled separate accounts	2016-12-31	$717,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$198,071
Employer contributions (assets) at end of year	2016-12-31	$7,237
Employer contributions (assets) at beginning of year	2016-12-31	$14
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,157,565
Contract administrator fees	2016-12-31	$156
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ENDRIES OTTO, LLC
Accountancy firm EIN	2016-12-31	391829828

Form 5500 Responses for THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN

2022: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

109774

Policy instance

Insurance contract or identification number	109774
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of fees paid to insurance company	USD $1,159
Amount paid for insurance broker fees	1159

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

109774

Policy instance

Insurance contract or identification number	109774
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $1,575
Amount paid for insurance broker fees	1575

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

109774

Policy instance

Insurance contract or identification number	109774
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $1,575
Amount paid for insurance broker fees	1575

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

109774

Policy instance

Insurance contract or identification number	109774
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of fees paid to insurance company	USD $1,875
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1875

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

109774

Policy instance

Insurance contract or identification number	109774
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $6,315
Total amount of fees paid to insurance company	USD $1,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,315
Insurance broker organization code?	3
Amount paid for insurance broker fees	1590

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

109774

Policy instance

Insurance contract or identification number	109774
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $27,950
Total amount of fees paid to insurance company	USD $357
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27,950
Insurance broker organization code?	3
Amount paid for insurance broker fees	357
Insurance broker name	PENSION CONSULTANTS CO., INC.

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Company Name:	MCCLONE AGENCY INC.
Employer identification number (EIN):	390968993
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages