401k Plan data: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST plan

SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 401k Plan overview

Plan Name	SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
Plan identification number	001

SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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.
Stock bonus
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.
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).
The employer maintaining this ESOP is an S Corporation
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

DECORAH BANK & TRUST COMPANY has sponsored the creation of one or more 401k plans.

Company Name: DECORAH BANK & TRUST COMPANY

Employer identification number (EIN): 420515840

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about DECORAH BANK & TRUST COMPANY

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1935-05-21

Company Identification Number: 085061

More information about DECORAH BANK & TRUST COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAWN MUHLBAUER 2024-08-13
001 2022-01-01 DAWN MUHLBAUER 2023-08-10
001 2021-01-01 DAWN MUHLBAUER 2022-07-25
001 2020-01-01 DAWN MUHLBAUER 2021-07-23 DAWN MUHLBAUER 2021-07-23
001 2019-01-01 DAWN MUHLBAUER 2020-08-19
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 DAWN MUHLBAUER
001 2012-01-01 DAWN E. MUHLBAUER
001 2011-01-01 DAWN E. MUHLBAUER
001 2010-01-01 NICOLE MEDGAARDEN
001 2009-01-01 NICOLE MEDGAARDEN
001 2009-01-01 DAWN E. MUHLBAUER DAWN E. MUHLBAUER 2010-07-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DAWN MUHLBAUER	2024-08-13
001	2022-01-01	DAWN MUHLBAUER	2023-08-10
001	2021-01-01	DAWN MUHLBAUER	2022-07-25
001	2020-01-01	DAWN MUHLBAUER	2021-07-23	DAWN MUHLBAUER	2021-07-23
001	2019-01-01	DAWN MUHLBAUER	2020-08-19
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	DAWN MUHLBAUER
001	2012-01-01	DAWN E. MUHLBAUER
001	2011-01-01	DAWN E. MUHLBAUER
001	2010-01-01	NICOLE MEDGAARDEN
001	2009-01-01	NICOLE MEDGAARDEN
001	2009-01-01	DAWN E. MUHLBAUER		DAWN E. MUHLBAUER	2010-07-16

Plan Statistics for SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

401k plan membership statisitcs for SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure Date Value
2023: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 110
Number of retired or separated participants receiving benefits 2023-01-01 21
Number of other retired or separated participants entitled to future benefits 2023-01-01 21
Total of all active and inactive participants 2023-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 153
Number of participants with account balances 2023-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 8
2022: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 106
Number of retired or separated participants receiving benefits 2022-01-01 22
Number of other retired or separated participants entitled to future benefits 2022-01-01 17
Total of all active and inactive participants 2022-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 145
Number of participants with account balances 2022-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 103
Number of retired or separated participants receiving benefits 2021-01-01 16
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 137
Number of participants with account balances 2021-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 94
Number of retired or separated participants receiving benefits 2020-01-01 13
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 120
Number of participants with account balances 2020-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 95
Number of retired or separated participants receiving benefits 2019-01-01 14
Number of other retired or separated participants entitled to future benefits 2019-01-01 9
Total of all active and inactive participants 2019-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 118
Number of participants with account balances 2019-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 92
Number of retired or separated participants receiving benefits 2018-01-01 13
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 117
Number of participants with account balances 2018-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 89
Number of retired or separated participants receiving benefits 2017-01-01 16
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 114
Number of participants with account balances 2017-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 89
Number of retired or separated participants receiving benefits 2016-01-01 11
Number of other retired or separated participants entitled to future benefits 2016-01-01 12
Total of all active and inactive participants 2016-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 112
Number of participants with account balances 2016-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 86
Number of retired or separated participants receiving benefits 2015-01-01 9
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 102
Number of participants with account balances 2015-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 84
Number of retired or separated participants receiving benefits 2014-01-01 12
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 102
Number of participants with account balances 2014-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 84
Number of retired or separated participants receiving benefits 2013-01-01 8
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 99
Number of participants with account balances 2013-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 85
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 94
Number of participants with account balances 2012-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 83
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 90
Number of participants with account balances 2011-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 83
Number of retired or separated participants receiving benefits 2010-01-01 6
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 92
Number of participants with account balances 2010-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 88
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 96
Number of participants with account balances 2009-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2023: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	110
Number of retired or separated participants receiving benefits	2023-01-01	21
Number of other retired or separated participants entitled to future benefits	2023-01-01	21
Total of all active and inactive participants	2023-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	153
Number of participants with account balances	2023-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	8
2022: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	106
Number of retired or separated participants receiving benefits	2022-01-01	22
Number of other retired or separated participants entitled to future benefits	2022-01-01	17
Total of all active and inactive participants	2022-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	145
Number of participants with account balances	2022-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	103
Number of retired or separated participants receiving benefits	2021-01-01	16
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	137
Number of participants with account balances	2021-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	94
Number of retired or separated participants receiving benefits	2020-01-01	13
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	120
Number of participants with account balances	2020-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	95
Number of retired or separated participants receiving benefits	2019-01-01	14
Number of other retired or separated participants entitled to future benefits	2019-01-01	9
Total of all active and inactive participants	2019-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	118
Number of participants with account balances	2019-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	92
Number of retired or separated participants receiving benefits	2018-01-01	13
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	117
Number of participants with account balances	2018-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	89
Number of retired or separated participants receiving benefits	2017-01-01	16
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	114
Number of participants with account balances	2017-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	89
Number of retired or separated participants receiving benefits	2016-01-01	11
Number of other retired or separated participants entitled to future benefits	2016-01-01	12
Total of all active and inactive participants	2016-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	112
Number of participants with account balances	2016-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	86
Number of retired or separated participants receiving benefits	2015-01-01	9
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	102
Number of participants with account balances	2015-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	84
Number of retired or separated participants receiving benefits	2014-01-01	12
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	102
Number of participants with account balances	2014-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	84
Number of retired or separated participants receiving benefits	2013-01-01	8
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	99
Number of participants with account balances	2013-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	85
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	94
Number of participants with account balances	2012-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	83
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	90
Number of participants with account balances	2011-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	83
Number of retired or separated participants receiving benefits	2010-01-01	6
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	92
Number of participants with account balances	2010-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	88
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	96
Number of participants with account balances	2009-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure	Date	Value
2023 : SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$-398,944
Total unrealized appreciation/depreciation of assets	2023-12-31	$-398,944
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$587,499
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,175,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,175,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$451,278
Value of total assets at end of year	2023-12-31	$13,367,726
Value of total assets at beginning of year	2023-12-31	$13,956,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$0
Total interest from all sources	2023-12-31	$33,437
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$467,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$52,975
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$19,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$225
Other income not declared elsewhere	2023-12-31	$17,770
Total non interest bearing cash at end of year	2023-12-31	$236
Total non interest bearing cash at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$-588,316
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$13,367,726
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$13,956,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$1,264,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$1,252,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$947,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$823,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$823,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$33,437
Asset value of US Government securities at end of year	2023-12-31	$0
Asset value of US Government securities at beginning of year	2023-12-31	$346,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$16,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$11,134,812
Assets. Invements in employer securities at beginning of year	2023-12-31	$11,533,756
Contributions received in cash from employer	2023-12-31	$451,278
Income. Dividends from common stock	2023-12-31	$414,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,175,815
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-12-31	410746749
2022 : SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$277,836
Total unrealized appreciation/depreciation of assets	2022-12-31	$277,836
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$1,467,997
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,389,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,389,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$430,494
Value of total assets at end of year	2022-12-31	$13,956,042
Value of total assets at beginning of year	2022-12-31	$13,877,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$6,180
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$760,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$14,677
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$225
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$225
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	$78,550
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,956,042
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,877,492
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 registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,252,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,262,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$823,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,358,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,358,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$6,180
Asset value of US Government securities at end of year	2022-12-31	$346,415
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,215
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
Assets. Invements in employer securities at end of year	2022-12-31	$11,533,756
Assets. Invements in employer securities at beginning of year	2022-12-31	$11,255,920
Contributions received in cash from employer	2022-12-31	$430,494
Income. Dividends from common stock	2022-12-31	$746,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,389,447
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$876,252
Total unrealized appreciation/depreciation of assets	2021-12-31	$876,252
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,192,827
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,738,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,738,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$373,720
Value of total assets at end of year	2021-12-31	$13,877,492
Value of total assets at beginning of year	2021-12-31	$13,423,009
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$7,441
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$945,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$5,058
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$225
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$1,802
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	$454,483
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,877,492
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,423,009
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 registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,262,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,966,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,358,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,074,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,074,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$7,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-9,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
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
Assets. Invements in employer securities at end of year	2021-12-31	$11,255,920
Assets. Invements in employer securities at beginning of year	2021-12-31	$10,379,668
Contributions received in cash from employer	2021-12-31	$373,720
Income. Dividends from common stock	2021-12-31	$940,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,738,344
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$877,748
Total unrealized appreciation/depreciation of assets	2020-12-31	$877,748
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,018,384
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,513,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,513,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$336,405
Value of total assets at end of year	2020-12-31	$13,423,009
Value of total assets at beginning of year	2020-12-31	$12,918,074
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$17,807
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$757,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$1,802
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$10,932
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$2,959
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	$504,935
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,423,009
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,918,074
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 registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,966,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,169,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,074,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,233,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,233,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$17,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$29,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
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
Assets. Invements in employer securities at end of year	2020-12-31	$10,379,668
Assets. Invements in employer securities at beginning of year	2020-12-31	$9,501,920
Contributions received in cash from employer	2020-12-31	$336,405
Income. Dividends from common stock	2020-12-31	$757,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,513,449
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	Unqualified
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$1,006,906
Total unrealized appreciation/depreciation of assets	2019-12-31	$1,006,906
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,029,193
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,308,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,308,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$303,532
Value of total assets at end of year	2019-12-31	$12,918,074
Value of total assets at beginning of year	2019-12-31	$12,197,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$80,568
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$611,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$10,932
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$21,121
Total non interest bearing cash at end of year	2019-12-31	$2,959
Total non interest bearing cash at beginning of year	2019-12-31	$0
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	$720,206
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,918,074
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,197,868
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 registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,169,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$738,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,233,109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,942,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,942,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$80,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$27,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
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
Assets. Invements in employer securities at end of year	2019-12-31	$9,501,920
Assets. Invements in employer securities at beginning of year	2019-12-31	$8,495,014
Contributions received in cash from employer	2019-12-31	$303,532
Income. Dividends from common stock	2019-12-31	$611,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,308,987
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	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$1,746,954
Expenses. Total of all expenses incurred	2018-12-31	$1,307,229
Benefits paid (including direct rollovers)	2018-12-31	$1,307,229
Total plan assets at end of year	2018-12-31	$12,197,868
Total plan assets at beginning of year	2018-12-31	$11,758,143
Value of fidelity bond covering the plan	2018-12-31	$5,000,000
Other income received	2018-12-31	$1,455,439
Net income (gross income less expenses)	2018-12-31	$439,725
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$12,197,868
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$11,758,143
Assets. Value of employer securities	2018-12-31	$8,495,014
Total contributions received or receivable from employer(s)	2018-12-31	$291,515
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$1,852,846
Expenses. Total of all expenses incurred	2017-12-31	$848,473
Benefits paid (including direct rollovers)	2017-12-31	$848,473
Total plan assets at end of year	2017-12-31	$11,758,143
Total plan assets at beginning of year	2017-12-31	$10,753,770
Value of fidelity bond covering the plan	2017-12-31	$4,000,000
Other income received	2017-12-31	$1,576,087
Net income (gross income less expenses)	2017-12-31	$1,004,373
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$11,758,143
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$10,753,770
Assets. Value of employer securities	2017-12-31	$7,701,044
Total contributions received or receivable from employer(s)	2017-12-31	$276,759
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$1,338,076
Expenses. Total of all expenses incurred	2016-12-31	$400,132
Benefits paid (including direct rollovers)	2016-12-31	$400,132
Total plan assets at end of year	2016-12-31	$10,753,770
Total plan assets at beginning of year	2016-12-31	$9,815,826
Value of fidelity bond covering the plan	2016-12-31	$4,000,000
Other income received	2016-12-31	$1,122,683
Net income (gross income less expenses)	2016-12-31	$937,944
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$10,753,770
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,815,826
Assets. Value of employer securities	2016-12-31	$6,968,839
Total contributions received or receivable from employer(s)	2016-12-31	$215,393
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$1,274,659
Expenses. Total of all expenses incurred	2015-12-31	$253,839
Benefits paid (including direct rollovers)	2015-12-31	$253,839
Total plan assets at end of year	2015-12-31	$9,815,826
Total plan assets at beginning of year	2015-12-31	$8,795,006
Value of fidelity bond covering the plan	2015-12-31	$4,000,000
Other income received	2015-12-31	$1,082,104
Net income (gross income less expenses)	2015-12-31	$1,020,820
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,815,826
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,795,006
Assets. Value of employer securities	2015-12-31	$6,614,492
Total contributions received or receivable from employer(s)	2015-12-31	$192,555
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$1,425,962
Expenses. Total of all expenses incurred	2014-12-31	$277,441
Benefits paid (including direct rollovers)	2014-12-31	$277,441
Total plan assets at end of year	2014-12-31	$8,795,006
Total plan assets at beginning of year	2014-12-31	$7,646,485
Value of fidelity bond covering the plan	2014-12-31	$4,000,000
Other income received	2014-12-31	$1,252,096
Net income (gross income less expenses)	2014-12-31	$1,148,521
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,795,006
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,646,485
Assets. Value of employer securities	2014-12-31	$6,088,455
Total contributions received or receivable from employer(s)	2014-12-31	$173,866
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$911,466
Expenses. Total of all expenses incurred	2013-12-31	$71,297
Benefits paid (including direct rollovers)	2013-12-31	$71,297
Total plan assets at end of year	2013-12-31	$7,646,485
Total plan assets at beginning of year	2013-12-31	$6,806,316
Value of fidelity bond covering the plan	2013-12-31	$4,000,000
Other income received	2013-12-31	$775,294
Net income (gross income less expenses)	2013-12-31	$840,169
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,646,485
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,806,316
Assets. Value of employer securities	2013-12-31	$5,399,707
Total contributions received or receivable from employer(s)	2013-12-31	$136,172
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$1,042,874
Expenses. Total of all expenses incurred	2012-12-31	$59,953
Benefits paid (including direct rollovers)	2012-12-31	$59,953
Total plan assets at end of year	2012-12-31	$6,806,316
Total plan assets at beginning of year	2012-12-31	$5,823,395
Value of fidelity bond covering the plan	2012-12-31	$4,000,000
Other income received	2012-12-31	$913,779
Net income (gross income less expenses)	2012-12-31	$982,921
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,806,316
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,823,395
Assets. Value of employer securities	2012-12-31	$5,164,615
Total contributions received or receivable from employer(s)	2012-12-31	$129,095
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$824,711
Expenses. Total of all expenses incurred	2011-12-31	$59,355
Benefits paid (including direct rollovers)	2011-12-31	$59,355
Total plan assets at end of year	2011-12-31	$5,823,395
Total plan assets at beginning of year	2011-12-31	$5,058,039
Value of fidelity bond covering the plan	2011-12-31	$4,000,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Other income received	2011-12-31	$708,459
Net income (gross income less expenses)	2011-12-31	$765,356
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,823,395
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,058,039
Assets. Value of employer securities	2011-12-31	$4,630,671
Total contributions received or receivable from employer(s)	2011-12-31	$116,252
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$572,684
Expenses. Total of all expenses incurred	2010-12-31	$51,856
Benefits paid (including direct rollovers)	2010-12-31	$51,856
Total plan assets at end of year	2010-12-31	$5,058,039
Total plan assets at beginning of year	2010-12-31	$4,537,211
Value of fidelity bond covering the plan	2010-12-31	$4,000,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Other income received	2010-12-31	$453,020
Net income (gross income less expenses)	2010-12-31	$520,828
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,058,039
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,537,211
Assets. Value of employer securities	2010-12-31	$4,238,994
Total contributions received or receivable from employer(s)	2010-12-31	$119,664
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

2023: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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
2010: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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:	DECORAH BANK & TRUST COMPANY
Employer identification number (EIN):	420515840
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1935-05-21
Company Identification Number:	085061