401k Plan data: OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN plan

OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	003

OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
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

OLLIS AND COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: OLLIS AND COMPANY, INC.

Employer identification number (EIN): 440600671

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 RICHARD A. OLLIS 2024-10-10
003 2022-01-01 RICHARD A. OLLIS 2023-10-03
003 2021-01-01 RICHARD A. OLLIS 2022-09-29
003 2020-01-01 RICHARD A. OLLIS 2021-09-30
003 2019-01-01 RICHARD A. OLLIS 2020-10-12
003 2018-01-01 RICHARD A. OLLIS 2019-10-11
003 2017-01-01
003 2016-01-01 RICHARD A. OLLIS
003 2015-01-01 RICHARD A. OLLIS
003 2014-01-01 RICHARD A. OLLIS
003 2013-01-01 RICHARD A. OLLIS
003 2012-01-01 RICHARD A. OLLIS
003 2011-01-01 RICHARD A. OLLIS
003 2009-01-01 RICHARD A OLLIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01	RICHARD A. OLLIS	2024-10-10
003	2022-01-01	RICHARD A. OLLIS	2023-10-03
003	2021-01-01	RICHARD A. OLLIS	2022-09-29
003	2020-01-01	RICHARD A. OLLIS	2021-09-30
003	2019-01-01	RICHARD A. OLLIS	2020-10-12
003	2018-01-01	RICHARD A. OLLIS	2019-10-11
003	2017-01-01
003	2016-01-01	RICHARD A. OLLIS
003	2015-01-01	RICHARD A. OLLIS
003	2014-01-01	RICHARD A. OLLIS
003	2013-01-01	RICHARD A. OLLIS
003	2012-01-01	RICHARD A. OLLIS
003	2011-01-01	RICHARD A. OLLIS
003	2009-01-01	RICHARD A OLLIS

Financial Data on OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2024 : OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2024 401k financial data
Total income from all sources	2024-01-01	$3,226,771
Expenses. Total of all expenses incurred	2024-01-01	$3,456
Benefits paid (including direct rollovers)	2024-01-01	$3,456
Total plan assets at end of year	2024-01-01	$13,015,024
Total plan assets at beginning of year	2024-01-01	$9,791,709
Value of fidelity bond covering the plan	2024-01-01	$3,000,000
Other income received	2024-01-01	$2,731,573
Net income (gross income less expenses)	2024-01-01	$3,223,315
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$13,015,024
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$9,791,709
Assets. Value of employer securities	2024-01-01	$12,522,280
Total contributions received or receivable from employer(s)	2024-01-01	$495,198
2023 : OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$2,054,615
Expenses. Total of all expenses incurred	2023-12-31	$671,342
Benefits paid (including direct rollovers)	2023-12-31	$671,342
Total plan assets at end of year	2023-12-31	$9,791,709
Total plan assets at beginning of year	2023-12-31	$8,408,436
Value of fidelity bond covering the plan	2023-12-31	$3,000,000
Other income received	2023-12-31	$1,618,329
Net income (gross income less expenses)	2023-12-31	$1,383,273
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$9,791,709
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$8,408,436
Assets. Value of employer securities	2023-12-31	$9,354,465
Total contributions received or receivable from employer(s)	2023-12-31	$436,286
2022 : OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$1,550,315
Expenses. Total of all expenses incurred	2022-12-31	$988,192
Benefits paid (including direct rollovers)	2022-12-31	$988,192
Total plan assets at end of year	2022-12-31	$8,408,436
Total plan assets at beginning of year	2022-12-31	$7,846,313
Value of fidelity bond covering the plan	2022-12-31	$3,000,000
Other income received	2022-12-31	$1,172,646
Net income (gross income less expenses)	2022-12-31	$562,123
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,408,436
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,846,313
Assets. Value of employer securities	2022-12-31	$8,056,815
Total contributions received or receivable from employer(s)	2022-12-31	$377,669
2021 : OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,672,464
Expenses. Total of all expenses incurred	2021-12-31	$465,533
Benefits paid (including direct rollovers)	2021-12-31	$465,533
Total plan assets at end of year	2021-12-31	$7,846,313
Total plan assets at beginning of year	2021-12-31	$6,639,382
Value of fidelity bond covering the plan	2021-12-31	$3,000,000
Other income received	2021-12-31	$1,206,931
Net income (gross income less expenses)	2021-12-31	$1,206,931
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,846,313
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,639,382
Assets. Value of employer securities	2021-12-31	$7,845,373
Total contributions received or receivable from employer(s)	2021-12-31	$465,533
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,076,178
Expenses. Total of all expenses incurred	2020-12-31	$472,680
Benefits paid (including direct rollovers)	2020-12-31	$472,680
Total plan assets at end of year	2020-12-31	$6,639,382
Total plan assets at beginning of year	2020-12-31	$6,035,884
Value of fidelity bond covering the plan	2020-12-31	$3,000,000
Other income received	2020-12-31	$603,498
Net income (gross income less expenses)	2020-12-31	$603,498
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,639,382
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,035,884
Assets. Value of employer securities	2020-12-31	$6,638,392
Total contributions received or receivable from employer(s)	2020-12-31	$472,680
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$260,537
Total income from all sources	2019-12-31	$441,668
Expenses. Total of all expenses incurred	2019-12-31	$79,241
Benefits paid (including direct rollovers)	2019-12-31	$79,241
Total plan assets at end of year	2019-12-31	$6,035,884
Total plan assets at beginning of year	2019-12-31	$5,933,994
Value of fidelity bond covering the plan	2019-12-31	$3,000,000
Other income received	2019-12-31	$101,884
Net income (gross income less expenses)	2019-12-31	$362,427
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,035,884
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,673,457
Assets. Value of employer securities	2019-12-31	$6,034,902
Total contributions received or receivable from employer(s)	2019-12-31	$339,784
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$260,537
Total plan liabilities at beginning of year	2018-12-31	$260,537
Total income from all sources	2018-12-31	$624,370
Expenses. Total of all expenses incurred	2018-12-31	$87,989
Benefits paid (including direct rollovers)	2018-12-31	$87,989
Total plan assets at end of year	2018-12-31	$5,933,994
Total plan assets at beginning of year	2018-12-31	$5,397,613
Value of fidelity bond covering the plan	2018-12-31	$3,000,000
Other income received	2018-12-31	$357,453
Net income (gross income less expenses)	2018-12-31	$536,381
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,673,457
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,137,076
Assets. Value of employer securities	2018-12-31	$5,754,104
Total contributions received or receivable from employer(s)	2018-12-31	$266,917
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$260,537
Total plan liabilities at beginning of year	2017-12-31	$260,537
Total income from all sources	2017-12-31	$331,295
Expenses. Total of all expenses incurred	2017-12-31	$137,526
Benefits paid (including direct rollovers)	2017-12-31	$137,526
Total plan assets at end of year	2017-12-31	$5,397,613
Total plan assets at beginning of year	2017-12-31	$5,203,844
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Other income received	2017-12-31	$69,541
Net income (gross income less expenses)	2017-12-31	$193,769
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,137,076
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,943,307
Assets. Value of employer securities	2017-12-31	$5,174,970
Total contributions received or receivable from employer(s)	2017-12-31	$261,754
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$260,537
Total plan liabilities at beginning of year	2016-12-31	$260,537
Total income from all sources	2016-12-31	$854,824
Expenses. Total of all expenses incurred	2016-12-31	$48,535
Benefits paid (including direct rollovers)	2016-12-31	$48,319
Total plan assets at end of year	2016-12-31	$5,203,844
Total plan assets at beginning of year	2016-12-31	$4,397,555
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Other income received	2016-12-31	$595,242
Net income (gross income less expenses)	2016-12-31	$806,289
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,943,307
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,137,018
Assets. Value of employer securities	2016-12-31	$5,105,601
Total contributions received or receivable from employer(s)	2016-12-31	$259,582
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$216
2015 : OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$260,537
Total plan liabilities at beginning of year	2015-12-31	$277,733
Total income from all sources	2015-12-31	$154,175
Expenses. Total of all expenses incurred	2015-12-31	$54,469
Benefits paid (including direct rollovers)	2015-12-31	$50,116
Total plan assets at end of year	2015-12-31	$4,397,555
Total plan assets at beginning of year	2015-12-31	$4,315,045
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$4,257
Other income received	2015-12-31	$-49,825
Net income (gross income less expenses)	2015-12-31	$99,706
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,137,018
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,037,312
Assets. Value of employer securities	2015-12-31	$4,250,880
Total contributions received or receivable from employer(s)	2015-12-31	$204,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$96
2014 : OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$277,733
Total plan liabilities at beginning of year	2014-12-31	$243,652
Total income from all sources	2014-12-31	$719,930
Expenses. Total of all expenses incurred	2014-12-31	$258,571
Benefits paid (including direct rollovers)	2014-12-31	$256,401
Total plan assets at end of year	2014-12-31	$4,315,045
Total plan assets at beginning of year	2014-12-31	$3,819,605
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,065
Other income received	2014-12-31	$497,946
Net income (gross income less expenses)	2014-12-31	$461,359
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,037,312
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,575,953
Assets. Value of employer securities	2014-12-31	$4,300,706
Total contributions received or receivable from employer(s)	2014-12-31	$221,984
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$105
2013 : OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$243,652
Total plan liabilities at beginning of year	2013-12-31	$590,317
Total income from all sources	2013-12-31	$624,861
Expenses. Total of all expenses incurred	2013-12-31	$136,622
Benefits paid (including direct rollovers)	2013-12-31	$132,738
Total plan assets at end of year	2013-12-31	$3,819,605
Total plan assets at beginning of year	2013-12-31	$3,678,031
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$3,581
Other income received	2013-12-31	$424,861
Net income (gross income less expenses)	2013-12-31	$488,239
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,575,953
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,087,714
Assets. Value of employer securities	2013-12-31	$3,802,762
Total contributions received or receivable from employer(s)	2013-12-31	$200,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$303
2012 : OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$590,317
Total plan liabilities at beginning of year	2012-12-31	$259,335
Total income from all sources	2012-12-31	$314,717
Expenses. Total of all expenses incurred	2012-12-31	$316,407
Benefits paid (including direct rollovers)	2012-12-31	$308,765
Total plan assets at end of year	2012-12-31	$3,678,031
Total plan assets at beginning of year	2012-12-31	$3,348,739
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$7,426
Other income received	2012-12-31	$112,038
Net income (gross income less expenses)	2012-12-31	$-1,690
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,087,714
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,089,404
Assets. Value of employer securities	2012-12-31	$3,377,917
Total contributions received or receivable from employer(s)	2012-12-31	$202,679
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$216
2011 : OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$259,335
Total plan liabilities at beginning of year	2011-12-31	$416,919
Total income from all sources	2011-12-31	$635,644
Expenses. Total of all expenses incurred	2011-12-31	$329,273
Benefits paid (including direct rollovers)	2011-12-31	$316,726
Total plan assets at end of year	2011-12-31	$3,348,739
Total plan assets at beginning of year	2011-12-31	$3,199,952
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$12,451
Other income received	2011-12-31	$188,521
Net income (gross income less expenses)	2011-12-31	$306,371
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,089,404
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,783,033
Assets. Value of employer securities	2011-12-31	$3,265,887
Total contributions received or receivable from employer(s)	2011-12-31	$447,123
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$96
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$416,919
Total plan liabilities at beginning of year	2010-12-31	$574,502
Total income from all sources	2010-12-31	$679,752
Expenses. Total of all expenses incurred	2010-12-31	$690,754
Benefits paid (including direct rollovers)	2010-12-31	$672,513
Total plan assets at end of year	2010-12-31	$3,199,952
Total plan assets at beginning of year	2010-12-31	$3,368,537
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$18,241
Other income received	2010-12-31	$527,066
Net income (gross income less expenses)	2010-12-31	$-11,002
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,783,033
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,794,035
Assets. Value of employer securities	2010-12-31	$3,146,876
Total contributions received or receivable from employer(s)	2010-12-31	$152,686
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

Form 5500 Responses for OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

2023: OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 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: OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 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: OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 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: OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 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: OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 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: OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 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: OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 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: OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP 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: OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP 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: OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP 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: OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP 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: OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP 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: OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OLLIS AND COMPANY, INC.
Employer identification number (EIN):	440600671
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages