401k Plan data: HORVATH FAMILY AGENCY RETIREMENT PLAN plan

HORVATH FAMILY AGENCY RETIREMENT PLAN 401k Plan overview

Plan Name	HORVATH FAMILY AGENCY RETIREMENT PLAN
Plan identification number	001

HORVATH FAMILY 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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)).

401k Sponsoring company profile

HORVATH FAMILY AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: HORVATH FAMILY AGENCY, INC.

Employer identification number (EIN): 475164338

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HORVATH FAMILY AGENCY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ERIC HORVATH
001 2017-01-01 ERIC HORVATH
001 2016-01-01 ERIC HORVATH ERIC HORVATH 2017-03-03
001 2015-09-28 ERIC HORVATH ERIC HORVATH 2016-04-10

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ERIC HORVATH
001	2017-01-01	ERIC HORVATH
001	2016-01-01	ERIC HORVATH	ERIC HORVATH	2017-03-03
001	2015-09-28	ERIC HORVATH	ERIC HORVATH	2016-04-10

Plan Statistics for HORVATH FAMILY AGENCY RETIREMENT PLAN

401k plan membership statisitcs for HORVATH FAMILY AGENCY RETIREMENT PLAN

Measure Date Value
2022: HORVATH FAMILY AGENCY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
2021: HORVATH FAMILY AGENCY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
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 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HORVATH FAMILY AGENCY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
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 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HORVATH FAMILY AGENCY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
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 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HORVATH FAMILY 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 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
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: HORVATH FAMILY 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: HORVATH FAMILY 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: HORVATH FAMILY AGENCY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-28 1
Total number of active participants reported on line 7a of the Form 5500 2015-09-28 1
Number of retired or separated participants receiving benefits 2015-09-28 0
Number of other retired or separated participants entitled to future benefits 2015-09-28 0
Total of all active and inactive participants 2015-09-28 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-28 0
Total participants 2015-09-28 1
Number of participants with account balances 2015-09-28 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-28 0

Measure	Date	Value
2022: HORVATH FAMILY AGENCY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
2021: HORVATH FAMILY AGENCY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
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	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HORVATH FAMILY AGENCY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
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	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HORVATH FAMILY AGENCY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
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	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HORVATH FAMILY 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	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
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: HORVATH FAMILY 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: HORVATH FAMILY 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: HORVATH FAMILY AGENCY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-28	1
Total number of active participants reported on line 7a of the Form 5500	2015-09-28	1
Number of retired or separated participants receiving benefits	2015-09-28	0
Number of other retired or separated participants entitled to future benefits	2015-09-28	0
Total of all active and inactive participants	2015-09-28	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-28	0
Total participants	2015-09-28	1
Number of participants with account balances	2015-09-28	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-28	0

Financial Data on HORVATH FAMILY AGENCY RETIREMENT PLAN

Measure	Date	Value
2022 : HORVATH FAMILY AGENCY RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$320
Total income from all sources	2022-12-31	$0
Expenses. Total of all expenses incurred	2022-12-31	$128,795
Benefits paid (including direct rollovers)	2022-12-31	$25,299
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$129,115
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$103,496
Net income (gross income less expenses)	2022-12-31	$-128,795
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$128,795
Total contributions received or receivable from employer(s)	2022-12-31	$0
2021 : HORVATH FAMILY AGENCY RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$320
Total plan liabilities at beginning of year	2021-12-31	$690
Total income from all sources	2021-12-31	$-2,854
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$129,115
Total plan assets at beginning of year	2021-12-31	$132,339
Value of fidelity bond covering the plan	2021-12-31	$25,000
Total contributions received or receivable from participants	2021-12-31	$1,000
Other income received	2021-12-31	$-4,374
Net income (gross income less expenses)	2021-12-31	$-2,854
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$128,795
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$131,649
Assets. Value of employer securities	2021-12-31	$97,062
Total contributions received or receivable from employer(s)	2021-12-31	$520
2020 : HORVATH FAMILY AGENCY RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$690
Total plan liabilities at beginning of year	2020-12-31	$280
Total income from all sources	2020-12-31	$27,771
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$132,339
Total plan assets at beginning of year	2020-12-31	$104,158
Value of fidelity bond covering the plan	2020-12-31	$25,000
Total contributions received or receivable from participants	2020-12-31	$2,300
Other income received	2020-12-31	$24,511
Net income (gross income less expenses)	2020-12-31	$27,771
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$131,649
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$103,878
Assets. Value of employer securities	2020-12-31	$104,523
Total contributions received or receivable from employer(s)	2020-12-31	$960
2019 : HORVATH FAMILY AGENCY RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$280
Total income from all sources	2019-12-31	$3,747
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$104,158
Total plan assets at beginning of year	2019-12-31	$100,131
Value of fidelity bond covering the plan	2019-12-31	$25,000
Total contributions received or receivable from participants	2019-12-31	$1,700
Other income received	2019-12-31	$1,348
Net income (gross income less expenses)	2019-12-31	$3,747
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$103,878
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$100,131
Assets. Value of employer securities	2019-12-31	$83,751
Total contributions received or receivable from employer(s)	2019-12-31	$699
2018 : HORVATH FAMILY AGENCY RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$18,696
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$100,131
Total plan assets at beginning of year	2018-12-31	$81,435
Value of fidelity bond covering the plan	2018-12-31	$25,000
Total contributions received or receivable from participants	2018-12-31	$2,720
Other income received	2018-12-31	$14,888
Net income (gross income less expenses)	2018-12-31	$18,696
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$100,131
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$81,435
Assets. Value of employer securities	2018-12-31	$84,619
Total contributions received or receivable from employer(s)	2018-12-31	$1,088
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : HORVATH FAMILY AGENCY RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$5,877
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$81,435
Total plan assets at beginning of year	2017-12-31	$75,558
Total contributions received or receivable from participants	2017-12-31	$2,900
Other income received	2017-12-31	$1,817
Net income (gross income less expenses)	2017-12-31	$5,877
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$81,435
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$75,558
Assets. Value of employer securities	2017-12-31	$69,666
Total contributions received or receivable from employer(s)	2017-12-31	$1,160
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : HORVATH FAMILY AGENCY RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$-30,868
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$75,558
Total plan assets at beginning of year	2016-12-31	$106,426
Total contributions received or receivable from participants	2016-12-31	$5,100
Other income received	2016-12-31	$-38,369
Net income (gross income less expenses)	2016-12-31	$-30,868
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$75,558
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$106,426
Assets. Value of employer securities	2016-12-31	$68,054
Total contributions received or receivable from employer(s)	2016-12-31	$2,401
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : HORVATH FAMILY AGENCY RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$106,427
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	$106,426
Contributions received from other sources (not participants or employers)	2015-12-31	$125,000
Other income received	2015-12-31	$-18,573
Net income (gross income less expenses)	2015-12-31	$106,426
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$106,426
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Assets. Value of employer securities	2015-12-31	$106,426
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 HORVATH FAMILY AGENCY RETIREMENT PLAN

2022: HORVATH FAMILY AGENCY RETIREMENT 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	Yes
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: HORVATH FAMILY AGENCY RETIREMENT 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: HORVATH FAMILY AGENCY RETIREMENT 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: HORVATH FAMILY AGENCY RETIREMENT 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: HORVATH FAMILY 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: HORVATH FAMILY 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: HORVATH FAMILY AGENCY RETIREMENT 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
2015: HORVATH FAMILY AGENCY RETIREMENT PLAN 2015 form 5500 responses
2015-09-28	Type of plan entity	Single employer plan
2015-09-28	First time form 5500 has been submitted	Yes
2015-09-28	Submission has been amended	No
2015-09-28	This submission is the final filing	No
2015-09-28	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-09-28	Plan is a collectively bargained plan	No
2015-09-28	Plan funding arrangement – Trust	Yes
2015-09-28	Plan benefit arrangement - Trust	Yes

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Company Name:	HORVATH FAMILY AGENCY, INC.
Employer identification number (EIN):	475164338
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages