401k Plan data: LANZ AND MCARDLE INC PROFIT SHARING PLAN plan

LANZ AND MCARDLE INC PROFIT SHARING PLAN 401k Plan overview

Plan Name	LANZ AND MCARDLE INC PROFIT SHARING PLAN
Plan identification number	001

LANZ AND MCARDLE INC PROFIT SHARING 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.
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

LANZ AND MCARDLE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: LANZ AND MCARDLE AGENCY, INC.

Employer identification number (EIN): 391167140

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANZ AND MCARDLE INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KEITH HOESLY
001 2016-01-01 KEITH HOESLY
001 2015-01-01 KEITH HOESLY
001 2014-01-01 KEITH HOESLY
001 2013-01-01 KEITH HOESLY
001 2012-01-01 KEITH HOESLY
001 2011-01-01 KEITH HOESLY
001 2009-01-01 KEITH HOESLY

Plan Statistics for LANZ AND MCARDLE INC PROFIT SHARING PLAN

401k plan membership statisitcs for LANZ AND MCARDLE INC PROFIT SHARING PLAN

Measure Date Value
2019: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
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 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
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 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
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	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
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	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LANZ AND MCARDLE INC PROFIT SHARING PLAN

Measure	Date	Value
2019 : LANZ AND MCARDLE INC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$936,403
Total plan assets at end of year	2019-12-31	$4,633,183
Total plan assets at beginning of year	2019-12-31	$3,696,780
Other income received	2019-12-31	$864,157
Net income (gross income less expenses)	2019-12-31	$936,403
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,633,183
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,696,780
Total contributions received or receivable from employer(s)	2019-12-31	$72,246
2018 : LANZ AND MCARDLE INC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-173,217
Total plan assets at end of year	2018-12-31	$3,696,780
Total plan assets at beginning of year	2018-12-31	$3,869,997
Other income received	2018-12-31	$-239,033
Net income (gross income less expenses)	2018-12-31	$-173,217
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,696,780
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,869,997
Total contributions received or receivable from employer(s)	2018-12-31	$65,816
2017 : LANZ AND MCARDLE INC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$245,068
Total plan assets at end of year	2017-12-31	$3,869,997
Total plan assets at beginning of year	2017-12-31	$3,624,929
Other income received	2017-12-31	$186,210
Net income (gross income less expenses)	2017-12-31	$245,068
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,869,997
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,624,929
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$-1,670
Total contributions received or receivable from employer(s)	2017-12-31	$58,858
2016 : LANZ AND MCARDLE INC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$603,164
Total plan assets at end of year	2016-12-31	$3,624,929
Total plan assets at beginning of year	2016-12-31	$3,021,765
Other income received	2016-12-31	$506,076
Net income (gross income less expenses)	2016-12-31	$603,164
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,624,929
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,021,765
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$14,706
Total contributions received or receivable from employer(s)	2016-12-31	$97,088
2015 : LANZ AND MCARDLE INC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$201,849
Total plan assets at end of year	2015-12-31	$3,021,765
Total plan assets at beginning of year	2015-12-31	$2,819,916
Other income received	2015-12-31	$101,353
Net income (gross income less expenses)	2015-12-31	$201,849
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,021,765
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,819,916
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$20,788
Total contributions received or receivable from employer(s)	2015-12-31	$100,496
2014 : LANZ AND MCARDLE INC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$30,161
Total plan assets at end of year	2014-12-31	$2,819,916
Total plan assets at beginning of year	2014-12-31	$2,789,755
Other income received	2014-12-31	$-62,775
Net income (gross income less expenses)	2014-12-31	$30,161
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,819,916
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,789,755
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$24,988
Total contributions received or receivable from employer(s)	2014-12-31	$92,936
2013 : LANZ AND MCARDLE INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$658,721
Total plan assets at end of year	2013-12-31	$2,789,755
Total plan assets at beginning of year	2013-12-31	$2,131,034
Other income received	2013-12-31	$562,212
Net income (gross income less expenses)	2013-12-31	$658,721
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,789,755
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,131,034
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$42,857
Total contributions received or receivable from employer(s)	2013-12-31	$96,509
2012 : LANZ AND MCARDLE INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$269,379
Total plan assets at end of year	2012-12-31	$2,131,034
Total plan assets at beginning of year	2012-12-31	$1,861,655
Other income received	2012-12-31	$193,450
Net income (gross income less expenses)	2012-12-31	$269,379
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,131,034
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,861,655
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$42,857
Total contributions received or receivable from employer(s)	2012-12-31	$75,929
2011 : LANZ AND MCARDLE INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$145,802
Expenses. Total of all expenses incurred	2011-12-31	$160,220
Total plan assets at end of year	2011-12-31	$1,762,400
Total plan assets at beginning of year	2011-12-31	$1,776,818
Value of fidelity bond covering the plan	2011-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$160,220
Other income received	2011-12-31	$37,216
Net income (gross income less expenses)	2011-12-31	$-14,418
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,762,400
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,776,818
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$99,255
Total contributions received or receivable from employer(s)	2011-12-31	$108,586
2010 : LANZ AND MCARDLE INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$235,511
Expenses. Total of all expenses incurred	2010-12-31	$15,070
Benefits paid (including direct rollovers)	2010-12-31	$15,070
Total plan assets at end of year	2010-12-31	$1,776,818
Total plan assets at beginning of year	2010-12-31	$1,556,377
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$151,314
Net income (gross income less expenses)	2010-12-31	$220,441
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,776,818
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,556,377
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$97,364
Total contributions received or receivable from employer(s)	2010-12-31	$84,197

Form 5500 Responses for LANZ AND MCARDLE INC PROFIT SHARING PLAN

2019: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LANZ AND MCARDLE INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LANZ AND MCARDLE INC PROFIT SHARING 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LANZ AND MCARDLE INC PROFIT SHARING 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LANZ AND MCARDLE AGENCY, INC.
Employer identification number (EIN):	391167140
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KEITH HOESLY
001	2016-01-01	KEITH HOESLY
001	2015-01-01	KEITH HOESLY
001	2014-01-01	KEITH HOESLY
001	2013-01-01	KEITH HOESLY
001	2012-01-01	KEITH HOESLY
001	2011-01-01	KEITH HOESLY
001	2009-01-01	KEITH HOESLY