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| Plan Name | THE NESBIT AGENCY 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE NESBIT AGENCY |
| Employer identification number (EIN): | 411429263 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JONATHAN KOPKA | 2024-02-26 | JONATHAN KOPKA | 2024-02-26 |
| 001 | 2022-01-01 | JONATHAN KOPKA | 2023-02-27 | JONATHAN KOPKA | 2023-02-27 |
| 001 | 2021-01-01 | JONATHAN KOPKA | 2022-02-10 | JONATHAN KOPKA | 2022-02-10 |
| 001 | 2020-01-01 | JAY NESBIT | 2021-02-24 | JAY NESBIT | 2021-02-24 |
| 001 | 2019-01-01 | JAY NESBIT | 2020-04-06 | JAY NESBIT | 2020-04-06 |
| 001 | 2018-01-01 | JAY NESBIT | 2019-05-14 | JAY NESBIT | 2019-05-14 |
| 001 | 2017-01-01 | JAY NESBIT | 2018-06-04 | JAY NESBIT | 2018-06-04 |
| 001 | 2016-01-01 | JAY NESBIT | 2017-06-01 | JAY NESBIT | 2017-06-01 |
| 001 | 2015-01-01 | JAY NESBIT | 2016-05-31 | JAY NESBIT | 2016-05-31 |
| 001 | 2014-01-01 | JAY NESBIT | 2015-05-26 | JAY NESBIT | 2015-05-26 |
| 001 | 2013-01-01 | JAY NESBIT | 2014-05-05 | JAY NESBIT | 2014-05-05 |
| 001 | 2012-01-01 | JAY NESBIT | 2013-05-28 | JAY NESBIT | 2013-05-29 |
| 001 | 2011-01-01 | JY NESBIT | 2012-04-04 | JAY NESBIT | 2012-04-04 |
| 001 | 2009-01-01 | JAY NESBIT |
| Measure | Date | Value |
|---|---|---|
| 2009: THE NESBIT AGENCY 401(K) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 69 |
| 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 | 8 |
| Total of all active and inactive participants | 2009-01-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 64 |
| Number of participants with account balances | 2009-01-01 | 55 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : THE NESBIT AGENCY 401(K) PLAN 2010 401k financial data | ||
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $422,013 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $62,054 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $61,487 |
| Total plan assets at end of year | 2010-12-31 | $2,182,035 |
| Total plan assets at beginning of year | 2010-12-31 | $1,822,076 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $188,781 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $567 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $233,232 |
| Net income (gross income less expenses) | 2010-12-31 | $359,959 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,182,035 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,822,076 |
| Assets. Value of participant loans | 2010-12-31 | $157,925 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : THE NESBIT AGENCY 401(K) PLAN 2009 401k financial data | ||
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2009: THE NESBIT AGENCY 401(K) 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | GA-026354 | ||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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