401k Plan data: OLLIS AND COMPANY, INC PROFIT SHARING PLAN plan

OLLIS AND COMPANY, INC PROFIT SHARING PLAN 401k Plan overview

Plan Name	OLLIS AND COMPANY, INC PROFIT SHARING PLAN
Plan identification number	004

OLLIS AND COMPANY, INC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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, INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2023-01-01 KATY STEWART
004 2022-01-01
004 2022-01-01 KATY STEWART
004 2021-01-01
004 2021-01-01 KATY STEWART
004 2020-01-01
004 2019-01-01
004 2017-01-01 JENNIFER MYERS
004 2016-01-01 JENNIFER MYERS
004 2013-01-01 RICHARD A. OLLIS 2014-07-23
004 2012-01-01 RICHARD A OLLIS 2013-09-13
004 2011-01-01 RICHARD OLLIS 2012-08-21
004 2010-01-01 RICHARD POGUE
004 2009-01-01 RICHARD POGUE

Plan Statistics for OLLIS AND COMPANY, INC PROFIT SHARING PLAN

401k plan membership statisitcs for OLLIS AND COMPANY, INC PROFIT SHARING PLAN

Measure Date Value
2023: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 62
Number of other retired or separated participants entitled to future benefits 2023-01-01 4
Total of all active and inactive participants 2023-01-01 66
Total participants 2023-01-01 66
Number of participants with account balances 2023-01-01 60
2022: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 62
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 65
Number of participants with account balances 2022-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 54
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 59
Number of participants with account balances 2021-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 52
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 56
Number of participants with account balances 2020-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 54
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 58
Number of participants with account balances 2019-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 34
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 40
Number of participants with account balances 2017-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 39
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 46
Number of participants with account balances 2016-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2010: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 23
Number of retired or separated participants receiving benefits 2010-01-01 5
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 34
Number of participants with account balances 2010-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 21
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 31
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	62
Number of other retired or separated participants entitled to future benefits	2023-01-01	4
Total of all active and inactive participants	2023-01-01	66
Total participants	2023-01-01	66
Number of participants with account balances	2023-01-01	60
2022: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	62
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	65
Number of participants with account balances	2022-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	54
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	59
Number of participants with account balances	2021-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	52
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	56
Number of participants with account balances	2020-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	54
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	58
Number of participants with account balances	2019-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	34
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	40
Number of participants with account balances	2017-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	39
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	46
Number of participants with account balances	2016-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2010: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	23
Number of retired or separated participants receiving benefits	2010-01-01	5
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	34
Number of participants with account balances	2010-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	21
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	31
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OLLIS AND COMPANY, INC PROFIT SHARING PLAN

Measure	Date	Value
2023 : OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,465,668
Expenses. Total of all expenses incurred	2023-12-31	$94,857
Benefits paid (including direct rollovers)	2023-12-31	$56,793
Total plan assets at end of year	2023-12-31	$6,083,173
Total plan assets at beginning of year	2023-12-31	$4,712,362
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Total contributions received or receivable from participants	2023-12-31	$376,678
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$106,402
Other income received	2023-12-31	$892,467
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,370,811
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,083,173
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,712,362
Assets. Value of participant loans	2023-12-31	$21,803
Total contributions received or receivable from employer(s)	2023-12-31	$90,121
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$38,064
2022 : OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-297,688
Expenses. Total of all expenses incurred	2022-12-31	$60,469
Benefits paid (including direct rollovers)	2022-12-31	$25,895
Total plan assets at end of year	2022-12-31	$4,712,362
Total plan assets at beginning of year	2022-12-31	$5,070,519
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$357,938
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$243,614
Other income received	2022-12-31	$-982,768
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-358,157
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,712,362
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,070,519
Assets. Value of participant loans	2022-12-31	$23,023
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$83,528
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$34,574
2021 : OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,117,501
Expenses. Total of all expenses incurred	2021-12-31	$143,904
Benefits paid (including direct rollovers)	2021-12-31	$110,723
Total plan assets at end of year	2021-12-31	$5,070,519
Total plan assets at beginning of year	2021-12-31	$4,096,922
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$302,471
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$138,661
Other income received	2021-12-31	$597,574
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$973,597
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,070,519
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,096,922
Assets. Value of participant loans	2021-12-31	$17,655
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$78,795
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$33,181
2020 : OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$986,970
Expenses. Total of all expenses incurred	2020-12-31	$158,118
Benefits paid (including direct rollovers)	2020-12-31	$133,086
Total plan assets at end of year	2020-12-31	$4,096,922
Total plan assets at beginning of year	2020-12-31	$3,268,070
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$271,953
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$641,549
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$828,852
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,096,922
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,268,070
Assets. Value of participant loans	2020-12-31	$2,362
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$73,468
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$25,032
2019 : OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$935,233
Expenses. Total of all expenses incurred	2019-12-31	$54,233
Benefits paid (including direct rollovers)	2019-12-31	$19,233
Total plan assets at end of year	2019-12-31	$3,268,070
Total plan assets at beginning of year	2019-12-31	$2,387,070
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$248,753
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$21,127
Other income received	2019-12-31	$601,816
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$881,000
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,268,070
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,387,070
Assets. Value of participant loans	2019-12-31	$2,609
Total contributions received or receivable from employer(s)	2019-12-31	$63,537
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$11,779
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$23,221
2018 : OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$106,982
Expenses. Total of all expenses incurred	2018-12-31	$164,729
Benefits paid (including direct rollovers)	2018-12-31	$144,009
Total plan assets at end of year	2018-12-31	$2,387,070
Total plan assets at beginning of year	2018-12-31	$2,444,817
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$213,519
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-157,642
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-57,747
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,387,070
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,444,817
Assets. Value of participant loans	2018-12-31	$1,040
Total contributions received or receivable from employer(s)	2018-12-31	$51,105
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$20,720
2017 : OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$758,681
Expenses. Total of all expenses incurred	2017-12-31	$39,752
Benefits paid (including direct rollovers)	2017-12-31	$25,245
Total plan assets at end of year	2017-12-31	$2,444,817
Total plan assets at beginning of year	2017-12-31	$1,725,888
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$228,976
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$112,804
Other income received	2017-12-31	$365,199
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$718,929
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,444,817
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,725,888
Assets. Value of participant loans	2017-12-31	$1,286
Total contributions received or receivable from employer(s)	2017-12-31	$51,702
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$14,507
2016 : OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$344,661
Expenses. Total of all expenses incurred	2016-12-31	$58,881
Benefits paid (including direct rollovers)	2016-12-31	$58,631
Total plan assets at end of year	2016-12-31	$1,725,888
Total plan assets at beginning of year	2016-12-31	$1,440,108
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$210,390
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$11,115
Other income received	2016-12-31	$71,014
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$285,780
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,725,888
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,440,108
Assets. Value of participant loans	2016-12-31	$1,622
Total contributions received or receivable from employer(s)	2016-12-31	$52,142
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$250
2010 : OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$274,338
Expenses. Total of all expenses incurred	2010-12-31	$217,479
Benefits paid (including direct rollovers)	2010-12-31	$213,393
Total plan assets at end of year	2010-12-31	$1,214,553
Total plan assets at beginning of year	2010-12-31	$1,157,694
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$95,370
Other income received	2010-12-31	$144,488
Net income (gross income less expenses)	2010-12-31	$56,859
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,214,553
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,157,694
Total contributions received or receivable from employer(s)	2010-12-31	$34,480
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,086

Form 5500 Responses for OLLIS AND COMPANY, INC PROFIT SHARING PLAN

2023: OLLIS AND COMPANY, INC PROFIT SHARING 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, INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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, INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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, INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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, INC PROFIT SHARING 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
2017: OLLIS AND COMPANY, INC PROFIT SHARING 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, INC PROFIT SHARING PLAN 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
2010: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 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: OLLIS AND COMPANY, INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2023-01-01
004	2023-01-01	KATY STEWART
004	2022-01-01
004	2022-01-01	KATY STEWART
004	2021-01-01
004	2021-01-01	KATY STEWART
004	2020-01-01
004	2019-01-01
004	2017-01-01	JENNIFER MYERS
004	2016-01-01	JENNIFER MYERS
004	2013-01-01	RICHARD A. OLLIS	2014-07-23
004	2012-01-01	RICHARD A OLLIS	2013-09-13
004	2011-01-01	RICHARD OLLIS	2012-08-21
004	2010-01-01	RICHARD POGUE
004	2009-01-01	RICHARD POGUE