401k Plan data: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN plan

MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN
Plan identification number	002

MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

MASON INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: MASON INSURANCE AGENCY, INC.

Employer identification number (EIN): 540294680

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about MASON INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: Alabama Secretary of State

Incorporation Date: 2000-05-24

Company Identification Number: 209-989

Legal Registered Office Address: 1104 GAULT AVE S FORT PAYNE, AL 35967-4920

United States of America (USA)

More information about MASON INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 KYLE GRIMMER 2023-05-05
002 2021-01-01 KYLE GRIMMER 2022-03-25
002 2020-01-01 KYLE GRIMMER 2021-03-09
002 2019-01-01 KYLE GRIMMER 2020-04-27
002 2018-01-01 HARRY C. MASON, JR. 2019-08-02
002 2017-01-01 CHUCK MASON
002 2016-01-01 CHUCK MASON
002 2015-01-01 CHUCK MASON
002 2014-01-01 GEORGE EUDAILEY JR. 2015-04-14
002 2013-01-01 GEORGE EUDAILEY JR. 2014-04-16
002 2012-01-01 GEORGE EUDAILEY JR. 2013-06-09
002 2011-01-01 GEORGE EUDAILEY JR. 2012-03-16
002 2010-01-01 GEORGE EUDAILEY JR. 2011-03-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	KYLE GRIMMER	2023-05-05
002	2021-01-01	KYLE GRIMMER	2022-03-25
002	2020-01-01	KYLE GRIMMER	2021-03-09
002	2019-01-01	KYLE GRIMMER	2020-04-27
002	2018-01-01	HARRY C. MASON, JR.	2019-08-02
002	2017-01-01	CHUCK MASON
002	2016-01-01	CHUCK MASON
002	2015-01-01	CHUCK MASON
002	2014-01-01	GEORGE EUDAILEY JR.	2015-04-14
002	2013-01-01	GEORGE EUDAILEY JR.	2014-04-16
002	2012-01-01	GEORGE EUDAILEY JR.	2013-06-09
002	2011-01-01	GEORGE EUDAILEY JR.	2012-03-16
002	2010-01-01	GEORGE EUDAILEY JR.	2011-03-22

Plan Statistics for MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2022: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
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 0
Total of all active and inactive participants 2022-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
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 1
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
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 1
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 1
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
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	0
Total of all active and inactive participants	2022-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
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	1
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
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	1
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	1
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : MASON INSURANCE AGENCY, INC. PROFIT SHARING 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	$0
Total income from all sources	2022-12-31	$-332,705
Expenses. Total of all expenses incurred	2022-12-31	$104,554
Benefits paid (including direct rollovers)	2022-12-31	$79,535
Total plan assets at end of year	2022-12-31	$2,629,000
Total plan assets at beginning of year	2022-12-31	$3,066,259
Value of fidelity bond covering the plan	2022-12-31	$400,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$25,019
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-407,705
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-437,259
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,629,000
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,066,259
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$75,000
Value of certain deemed distributions of participant loans	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : MASON INSURANCE AGENCY, 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	$425,922
Expenses. Total of all expenses incurred	2021-12-31	$1,148,394
Benefits paid (including direct rollovers)	2021-12-31	$1,116,606
Total plan assets at end of year	2021-12-31	$3,066,259
Total plan assets at beginning of year	2021-12-31	$3,788,731
Value of fidelity bond covering the plan	2021-12-31	$400,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$31,788
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$380,922
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-722,472
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,066,259
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,788,731
Assets. Value of real-estate (other than employer real property)	2021-12-31	$35,000
Total contributions received or receivable from employer(s)	2021-12-31	$45,000
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2020 401k financial data
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	$470,780
Expenses. Total of all expenses incurred	2020-12-31	$132,002
Benefits paid (including direct rollovers)	2020-12-31	$104,790
Total plan assets at end of year	2020-12-31	$3,788,731
Total plan assets at beginning of year	2020-12-31	$3,449,953
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$27,212
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$395,780
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$338,778
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,788,731
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,449,953
Assets. Value of real-estate (other than employer real property)	2020-12-31	$35,000
Total contributions received or receivable from employer(s)	2020-12-31	$75,000
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : MASON INSURANCE AGENCY, 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	$504,289
Expenses. Total of all expenses incurred	2019-12-31	$156,944
Benefits paid (including direct rollovers)	2019-12-31	$134,781
Total plan assets at end of year	2019-12-31	$3,449,953
Total plan assets at beginning of year	2019-12-31	$3,102,608
Value of fidelity bond covering the plan	2019-12-31	$315,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$22,163
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$384,289
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$347,345
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,449,953
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,102,608
Assets. Value of real-estate (other than employer real property)	2019-12-31	$35,000
Total contributions received or receivable from employer(s)	2019-12-31	$120,000
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2018 401k financial data
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	$-1,881
Expenses. Total of all expenses incurred	2018-12-31	$60,299
Benefits paid (including direct rollovers)	2018-12-31	$42,063
Total plan assets at end of year	2018-12-31	$3,102,608
Total plan assets at beginning of year	2018-12-31	$3,164,788
Value of fidelity bond covering the plan	2018-12-31	$315,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$18,236
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-116,881
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-62,180
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,102,608
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,164,788
Assets. Value of real-estate (other than employer real property)	2018-12-31	$50,000
Total contributions received or receivable from employer(s)	2018-12-31	$115,000
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$286,193
Expenses. Total of all expenses incurred	2017-12-31	$64,977
Benefits paid (including direct rollovers)	2017-12-31	$37,687
Total plan assets at end of year	2017-12-31	$3,164,788
Total plan assets at beginning of year	2017-12-31	$2,943,572
Value of fidelity bond covering the plan	2017-12-31	$315,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,066
Other income received	2017-12-31	$205,127
Net income (gross income less expenses)	2017-12-31	$221,216
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,164,788
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,943,572
Assets. Value of real-estate (other than employer real property)	2017-12-31	$42,000
Total contributions received or receivable from employer(s)	2017-12-31	$81,066
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$26,224
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$273,088
Expenses. Total of all expenses incurred	2016-12-31	$62,798
Benefits paid (including direct rollovers)	2016-12-31	$37,726
Total plan assets at end of year	2016-12-31	$2,943,572
Total plan assets at beginning of year	2016-12-31	$2,733,282
Value of fidelity bond covering the plan	2016-12-31	$370,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,065
Other income received	2016-12-31	$152,023
Net income (gross income less expenses)	2016-12-31	$210,290
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,943,572
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,733,282
Assets. Value of real-estate (other than employer real property)	2016-12-31	$45,000
Total contributions received or receivable from employer(s)	2016-12-31	$121,065
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$24,007
2015 : MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$125,590
Expenses. Total of all expenses incurred	2015-12-31	$51,517
Benefits paid (including direct rollovers)	2015-12-31	$35,777
Total plan assets at end of year	2015-12-31	$2,733,282
Total plan assets at beginning of year	2015-12-31	$2,659,209
Value of fidelity bond covering the plan	2015-12-31	$370,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$15,740
Other income received	2015-12-31	$2,077
Net income (gross income less expenses)	2015-12-31	$74,073
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,733,282
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,659,209
Assets. Value of real-estate (other than employer real property)	2015-12-31	$45,000
Total contributions received or receivable from employer(s)	2015-12-31	$123,513
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 MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN

2022: MASON INSURANCE AGENCY, INC. PROFIT SHARING 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: MASON INSURANCE AGENCY, INC. PROFIT SHARING 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: MASON INSURANCE AGENCY, INC. PROFIT SHARING 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: MASON INSURANCE AGENCY, 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MASON INSURANCE AGENCY, INC. PROFIT SHARING 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MASON INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

120805

Policy instance

Insurance contract or identification number	120805
Number of Individuals Covered	7
Insurance policy start date	2019-01-01
Insurance policy end date	2019-07-17
Total amount of commissions paid to insurance broker	USD $1,702
Total amount of fees paid to insurance company	USD $284
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,702
Insurance broker organization code?	4
Amount paid for insurance broker fees	284
Additional information about fees paid to insurance broker	ADMINISTRATOR

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

120805

Policy instance

Insurance contract or identification number	120805
Number of Individuals Covered	7
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,362
Total amount of fees paid to insurance company	USD $1,168
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1168
Additional information about fees paid to insurance broker	ADMINISTRATOR
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $3,362

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

120805

Policy instance

Insurance contract or identification number	120805
Number of Individuals Covered	7
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,027
Total amount of fees paid to insurance company	USD $715
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,027
Insurance broker organization code?	4
Amount paid for insurance broker fees	650
Additional information about fees paid to insurance broker	ADMIN FEES
Insurance broker name	LOREN D. STARK COMPANY

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

006360849

Policy instance

Insurance contract or identification number	006360849
Number of Individuals Covered	6
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $62
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $62
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	GEORGE S KINIGOPOULOS

Potentially related plans

MASON INSURANCE GROUP EMPLOYEES PROFIT SHARING PLA [EIN = 362896251]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MASON INSURANCE AGENCY, INC.
Employer identification number (EIN):	540294680
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Alabama Secretary of State
Incorporation Date:	2000-05-24
Company Identification Number:	209-989
Legal Registered Office Address:	1104 GAULT AVE S FORT PAYNE, AL 35967-4920 United States of America (USA)