401k Plan data: B. KENDALL GREGORY AGENCY RETIREMENT PLAN plan

B. KENDALL GREGORY AGENCY RETIREMENT PLAN 401k Plan overview

Plan Name	B. KENDALL GREGORY AGENCY RETIREMENT PLAN
Plan identification number	001

B. KENDALL GREGORY AGENCY RETIREMENT 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.
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

B. KENDALL GREGORY AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: B. KENDALL GREGORY AGENCY, INC.

Employer identification number (EIN): 473407900

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about B. KENDALL GREGORY AGENCY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2015-03-12

Company Identification Number: P15000023833

Legal Registered Office Address: 8035 Bushmaster Ave

ORLANDO

32832

More information about B. KENDALL GREGORY AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B. KENDALL GREGORY AGENCY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 BART KENDALL GREGORY
001 2016-01-01 BART KENDALL GREGORY
001 2016-01-01
001 2015-03-13 BART KENDALL GREGORY BART KENDALL GREGORY 2016-09-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01	BART KENDALL GREGORY
001	2016-01-01	BART KENDALL GREGORY
001	2016-01-01
001	2015-03-13	BART KENDALL GREGORY	BART KENDALL GREGORY	2016-09-13

Plan Statistics for B. KENDALL GREGORY AGENCY RETIREMENT PLAN

401k plan membership statisitcs for B. KENDALL GREGORY AGENCY RETIREMENT PLAN

Measure Date Value
2018: B. KENDALL GREGORY AGENCY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: B. KENDALL GREGORY AGENCY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: B. KENDALL GREGORY AGENCY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: B. KENDALL GREGORY AGENCY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-03-13 1
Total number of active participants reported on line 7a of the Form 5500 2015-03-13 1
Number of retired or separated participants receiving benefits 2015-03-13 0
Number of other retired or separated participants entitled to future benefits 2015-03-13 0
Total of all active and inactive participants 2015-03-13 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-03-13 0
Total participants 2015-03-13 1
Number of participants with account balances 2015-03-13 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-03-13 0

Measure	Date	Value
2018: B. KENDALL GREGORY AGENCY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: B. KENDALL GREGORY AGENCY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: B. KENDALL GREGORY AGENCY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: B. KENDALL GREGORY AGENCY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-03-13	1
Total number of active participants reported on line 7a of the Form 5500	2015-03-13	1
Number of retired or separated participants receiving benefits	2015-03-13	0
Number of other retired or separated participants entitled to future benefits	2015-03-13	0
Total of all active and inactive participants	2015-03-13	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-03-13	0
Total participants	2015-03-13	1
Number of participants with account balances	2015-03-13	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-03-13	0

Financial Data on B. KENDALL GREGORY AGENCY RETIREMENT PLAN

Measure	Date	Value
2018 : B. KENDALL GREGORY AGENCY RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-12,050
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$350
Total plan assets at beginning of year	2018-12-31	$12,400
Other income received	2018-12-31	$-12,050
Net income (gross income less expenses)	2018-12-31	$-12,050
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$350
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$12,400
Assets. Value of employer securities	2018-12-31	$350
2017 : B. KENDALL GREGORY AGENCY RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$-17,600
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$12,400
Total plan assets at beginning of year	2017-12-31	$30,000
Other income received	2017-12-31	$-17,600
Net income (gross income less expenses)	2017-12-31	$-17,600
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$12,400
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$30,000
Assets. Value of employer securities	2017-12-31	$12,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : B. KENDALL GREGORY AGENCY RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$-18,331
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$30,000
Total plan assets at beginning of year	2016-12-31	$48,331
Other income received	2016-12-31	$-18,331
Net income (gross income less expenses)	2016-12-31	$-18,331
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$30,000
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$48,331
Assets. Value of employer securities	2016-12-31	$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : B. KENDALL GREGORY AGENCY RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$48,332
Expenses. Total of all expenses incurred	2015-12-31	$1
Benefits paid (including direct rollovers)	2015-12-31	$1
Total plan assets at end of year	2015-12-31	$48,331
Total plan assets at beginning of year	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$47,920
Other income received	2015-12-31	$412
Net income (gross income less expenses)	2015-12-31	$48,331
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$48,331
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Assets. Value of employer securities	2015-12-31	$48,331
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for B. KENDALL GREGORY AGENCY RETIREMENT PLAN

2018: B. KENDALL GREGORY AGENCY RETIREMENT 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: B. KENDALL GREGORY AGENCY RETIREMENT 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: B. KENDALL GREGORY AGENCY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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: B. KENDALL GREGORY AGENCY RETIREMENT PLAN 2015 form 5500 responses
2015-03-13	Type of plan entity	Single employer plan
2015-03-13	First time form 5500 has been submitted	Yes
2015-03-13	Submission has been amended	No
2015-03-13	This submission is the final filing	No
2015-03-13	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-03-13	Plan is a collectively bargained plan	No
2015-03-13	Plan funding arrangement – Trust	Yes
2015-03-13	Plan benefit arrangement - Trust	Yes

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Company Name:	B. KENDALL GREGORY AGENCY, INC.
Employer identification number (EIN):	473407900
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2015-03-12
Company Identification Number:	P15000023833
Legal Registered Office Address:	8035 Bushmaster Ave ORLANDO 32832