401k Plan data: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 plan

COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 401k Plan overview

Plan Name	COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320
Plan identification number	001

COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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 covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

COLBY & COMPANY, PLC has sponsored the creation of one or more 401k plans.

Company Name: COLBY & COMPANY, PLC

Employer identification number (EIN): 541391989

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320

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
001 2017-01-01 TRACY C. URIG TRACY C. URIG 2018-10-09
001 2016-01-01 TRACY C. URIG TRACY C. URIG 2017-10-12
001 2015-01-01 TRACY C. URIG TRACY C. URIG 2016-10-14
001 2014-01-01 TRACY C. URIG TRACY C. URIG 2015-10-14
001 2013-01-01 TRACY C. URIG TRACY C. URIG 2014-10-15
001 2012-01-01 TRACY C. URIG TRACY C. URIG 2014-01-08
001 2011-01-01 TRACY C. URIG TRACY C. URIG 2012-10-14
001 2010-01-01 TRACY C. URIG TRACY C. URIG 2011-10-17
001 2009-01-01 TRACY C. URIG TRACY C. URIG 2010-10-13

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
001	2017-01-01	TRACY C. URIG	TRACY C. URIG	2018-10-09
001	2016-01-01	TRACY C. URIG	TRACY C. URIG	2017-10-12
001	2015-01-01	TRACY C. URIG	TRACY C. URIG	2016-10-14
001	2014-01-01	TRACY C. URIG	TRACY C. URIG	2015-10-14
001	2013-01-01	TRACY C. URIG	TRACY C. URIG	2014-10-15
001	2012-01-01	TRACY C. URIG	TRACY C. URIG	2014-01-08
001	2011-01-01	TRACY C. URIG	TRACY C. URIG	2012-10-14
001	2010-01-01	TRACY C. URIG	TRACY C. URIG	2011-10-17
001	2009-01-01	TRACY C. URIG	TRACY C. URIG	2010-10-13

Plan Statistics for COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320

401k plan membership statisitcs for COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320

Measure Date Value
2022: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of retired or separated participants receiving benefits 2022-01-01 1
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 11
Number of participants with account balances 2022-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
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 1
Total of all active and inactive participants 2021-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
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 1
Total of all active and inactive participants 2020-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 10
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
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 1
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 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 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
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 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: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
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: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Total of all active and inactive participants 2013-01-01 10
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 9
2012: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 10
2009: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11

Measure	Date	Value
2022: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of retired or separated participants receiving benefits	2022-01-01	1
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	11
Number of participants with account balances	2022-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
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	1
Total of all active and inactive participants	2021-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
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	1
Total of all active and inactive participants	2020-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	10
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
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	1
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 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	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
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	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: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
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: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Total of all active and inactive participants	2013-01-01	10
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	9
2012: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	10
2009: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11

Financial Data on COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320

Measure	Date	Value
2022 : COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2022 401k financial data
Total income from all sources	2022-12-31	$-436,166
Expenses. Total of all expenses incurred	2022-12-31	$35,860
Benefits paid (including direct rollovers)	2022-12-31	$17,143
Total plan assets at end of year	2022-12-31	$2,056,346
Total plan assets at beginning of year	2022-12-31	$2,528,372
Value of fidelity bond covering the plan	2022-12-31	$250,000
Total contributions received or receivable from participants	2022-12-31	$94,550
Expenses. Other expenses not covered elsewhere	2022-12-31	$158
Other income received	2022-12-31	$-560,311
Net income (gross income less expenses)	2022-12-31	$-472,026
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,056,346
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,528,372
Assets. Value of participant loans	2022-12-31	$25,349
Total contributions received or receivable from employer(s)	2022-12-31	$29,595
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$18,559
2021 : COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2021 401k financial data
Total income from all sources	2021-12-31	$429,829
Expenses. Total of all expenses incurred	2021-12-31	$20,374
Total plan assets at end of year	2021-12-31	$2,528,372
Total plan assets at beginning of year	2021-12-31	$2,118,917
Value of fidelity bond covering the plan	2021-12-31	$250,000
Total contributions received or receivable from participants	2021-12-31	$85,403
Expenses. Other expenses not covered elsewhere	2021-12-31	$219
Other income received	2021-12-31	$316,702
Net income (gross income less expenses)	2021-12-31	$409,455
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,528,372
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,118,917
Assets. Value of participant loans	2021-12-31	$35,932
Total contributions received or receivable from employer(s)	2021-12-31	$27,724
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$20,155
2020 : COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2020 401k financial data
Total income from all sources	2020-12-31	$483,759
Expenses. Total of all expenses incurred	2020-12-31	$54,910
Benefits paid (including direct rollovers)	2020-12-31	$39,474
Total plan assets at end of year	2020-12-31	$2,118,917
Total plan assets at beginning of year	2020-12-31	$1,690,068
Total contributions received or receivable from participants	2020-12-31	$89,061
Expenses. Other expenses not covered elsewhere	2020-12-31	$240
Other income received	2020-12-31	$367,624
Net income (gross income less expenses)	2020-12-31	$428,849
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,118,917
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,690,068
Assets. Value of participant loans	2020-12-31	$28,395
Total contributions received or receivable from employer(s)	2020-12-31	$27,074
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$15,196
2019 : COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2019 401k financial data
Total income from all sources	2019-12-31	$398,601
Expenses. Total of all expenses incurred	2019-12-31	$13,473
Total plan assets at end of year	2019-12-31	$1,690,068
Total plan assets at beginning of year	2019-12-31	$1,304,940
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$70,255
Expenses. Other expenses not covered elsewhere	2019-12-31	$278
Other income received	2019-12-31	$307,001
Net income (gross income less expenses)	2019-12-31	$385,128
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,690,068
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,304,940
Assets. Value of participant loans	2019-12-31	$19,275
Total contributions received or receivable from employer(s)	2019-12-31	$21,345
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$13,195
2018 : COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2018 401k financial data
Total income from all sources	2018-12-31	$15,894
Expenses. Total of all expenses incurred	2018-12-31	$40,295
Benefits paid (including direct rollovers)	2018-12-31	$28,395
Total plan assets at end of year	2018-12-31	$1,304,940
Total plan assets at beginning of year	2018-12-31	$1,329,341
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$72,420
Expenses. Other expenses not covered elsewhere	2018-12-31	$120
Other income received	2018-12-31	$-82,022
Net income (gross income less expenses)	2018-12-31	$-24,401
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,304,940
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,329,341
Assets. Value of participant loans	2018-12-31	$8,262
Total contributions received or receivable from employer(s)	2018-12-31	$25,496
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$11,780
2017 : COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2017 401k financial data
Total income from all sources	2017-12-31	$291,632
Expenses. Total of all expenses incurred	2017-12-31	$1,102
Total plan assets at end of year	2017-12-31	$1,329,341
Total plan assets at beginning of year	2017-12-31	$1,038,811
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$63,853
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,102
Other income received	2017-12-31	$175,692
Net income (gross income less expenses)	2017-12-31	$290,530
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,329,341
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,038,811
Assets. Value of participant loans	2017-12-31	$10,168
Total contributions received or receivable from employer(s)	2017-12-31	$52,087
2016 : COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2016 401k financial data
Total income from all sources	2016-12-31	$159,453
Expenses. Total of all expenses incurred	2016-12-31	$42,189
Benefits paid (including direct rollovers)	2016-12-31	$42,117
Total plan assets at end of year	2016-12-31	$1,038,811
Total plan assets at beginning of year	2016-12-31	$921,547
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$57,797
Expenses. Other expenses not covered elsewhere	2016-12-31	$72
Other income received	2016-12-31	$54,148
Net income (gross income less expenses)	2016-12-31	$117,264
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,038,811
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$921,547
Assets. Value of participant loans	2016-12-31	$6,984
Total contributions received or receivable from employer(s)	2016-12-31	$47,508
2015 : COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2015 401k financial data
Total income from all sources	2015-12-31	$75,678
Expenses. Total of all expenses incurred	2015-12-31	$736
Total plan assets at end of year	2015-12-31	$921,547
Total plan assets at beginning of year	2015-12-31	$846,605
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$22,651
Expenses. Other expenses not covered elsewhere	2015-12-31	$484
Other income received	2015-12-31	$-3,388
Net income (gross income less expenses)	2015-12-31	$74,942
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$921,547
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$846,605
Assets. Value of participant loans	2015-12-31	$7,281
Total contributions received or receivable from employer(s)	2015-12-31	$56,415
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$252
2014 : COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2014 401k financial data
Total income from all sources	2014-12-31	$99,702
Expenses. Total of all expenses incurred	2014-12-31	$31,968
Benefits paid (including direct rollovers)	2014-12-31	$31,406
Total plan assets at end of year	2014-12-31	$846,605
Total plan assets at beginning of year	2014-12-31	$778,871
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$49,714
Expenses. Other expenses not covered elsewhere	2014-12-31	$170
Other income received	2014-12-31	$27,017
Net income (gross income less expenses)	2014-12-31	$67,734
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$846,605
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$778,871
Assets. Value of participant loans	2014-12-31	$27,122
Total contributions received or receivable from employer(s)	2014-12-31	$22,971
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$392
2013 : COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2013 401k financial data
Total income from all sources	2013-12-31	$145,052
Expenses. Total of all expenses incurred	2013-12-31	$12,288
Benefits paid (including direct rollovers)	2013-12-31	$11,813
Total plan assets at end of year	2013-12-31	$778,871
Total plan assets at beginning of year	2013-12-31	$646,107
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$44,643
Expenses. Other expenses not covered elsewhere	2013-12-31	$136
Other income received	2013-12-31	$77,618
Net income (gross income less expenses)	2013-12-31	$132,764
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$778,871
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$646,107
Assets. Value of participant loans	2013-12-31	$20,334
Total contributions received or receivable from employer(s)	2013-12-31	$22,791
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$339
2012 : COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2012 401k financial data
Total income from all sources	2012-12-31	$116,598
Expenses. Total of all expenses incurred	2012-12-31	$345,918
Benefits paid (including direct rollovers)	2012-12-31	$345,305
Total plan assets at end of year	2012-12-31	$646,107
Total plan assets at beginning of year	2012-12-31	$875,427
Value of fidelity bond covering the plan	2012-12-31	$88,000
Total contributions received or receivable from participants	2012-12-31	$41,768
Expenses. Other expenses not covered elsewhere	2012-12-31	$192
Other income received	2012-12-31	$52,048
Net income (gross income less expenses)	2012-12-31	$-229,320
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$646,107
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$875,427
Assets. Value of participant loans	2012-12-31	$80,677
Total contributions received or receivable from employer(s)	2012-12-31	$22,782
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$421
2011 : COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2011 401k financial data
Total income from all sources	2011-12-31	$48,500
Expenses. Total of all expenses incurred	2011-12-31	$2,240
Total plan assets at end of year	2011-12-31	$875,427
Total plan assets at beginning of year	2011-12-31	$829,167
Total contributions received or receivable from participants	2011-12-31	$33,734
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,825
Other income received	2011-12-31	$-1,337
Net income (gross income less expenses)	2011-12-31	$46,260
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$875,427
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$829,167
Assets. Value of participant loans	2011-12-31	$28,349
Total contributions received or receivable from employer(s)	2011-12-31	$16,103
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$415
2010 : COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2010 401k financial data
Total income from all sources	2010-12-31	$104,068
Expenses. Total of all expenses incurred	2010-12-31	$15,027
Benefits paid (including direct rollovers)	2010-12-31	$14,649
Total plan assets at end of year	2010-12-31	$829,167
Total plan assets at beginning of year	2010-12-31	$740,126
Total contributions received or receivable from participants	2010-12-31	$34,254
Other income received	2010-12-31	$51,878
Net income (gross income less expenses)	2010-12-31	$89,041
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$829,167
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$740,126
Total contributions received or receivable from employer(s)	2010-12-31	$17,936
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$378

Form 5500 Responses for COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320

2022: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 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: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 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: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 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
2014: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: COLBY & COMPANY 401(K) PROFIT SHARING PLAN 2121 OLD GREENBRIER ROAD CHESAPEAKE, VA 23320 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-06367

Policy instance

Insurance contract or identification number	7-06367
Number of Individuals Covered	11
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $357
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $357
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-06367

Policy instance

Insurance contract or identification number	7-06367
Number of Individuals Covered	9
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $784
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $784
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-06367

Policy instance

Insurance contract or identification number	7-06367
Number of Individuals Covered	9
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $669
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $669
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-06367

Policy instance

Insurance contract or identification number	7-06367
Number of Individuals Covered	9
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $593
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $593
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-06367

Policy instance

Insurance contract or identification number	7-06367
Number of Individuals Covered	9
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $525
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $525
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-06367

Policy instance

Insurance contract or identification number	7-06367
Number of Individuals Covered	9
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	SIGNATOR INSURANCE AGENCY, INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-06367

Policy instance

Insurance contract or identification number	7-06367
Number of Individuals Covered	10
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of fees paid to insurance company	USD $254
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	254
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	SIGNATOR INSURANCE AGENCY, INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-06367

Policy instance

Insurance contract or identification number	7-06367
Number of Individuals Covered	10
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $392
Total amount of fees paid to insurance company	USD $170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $392
Insurance broker organization code?	3
Amount paid for insurance broker fees	170
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	SIGNATOR INSURANCE AGENCY, INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-06367

Policy instance

Insurance contract or identification number	7-06367
Number of Individuals Covered	10
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,573
Total amount of fees paid to insurance company	USD $32
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	32
Insurance broker organization code?	3
Commission paid to Insurance Broker	USD $1,573
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	SIGNATOR INSURANCE AGENCY, INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-06367

Policy instance

Insurance contract or identification number	7-06367
Number of Individuals Covered	10
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,625
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
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	SIGNATOR INSURANCE AGENCY, INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-06367

Policy instance

Insurance contract or identification number	7-06367
Number of Individuals Covered	10
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,472
Total amount of fees paid to insurance company	USD $47
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-06367

Policy instance

Insurance contract or identification number	7-06367
Number of Individuals Covered	10
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,255
Total amount of fees paid to insurance company	USD $80
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

COLBY & ASSOCIATES, INC. [EIN = 263379276]

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Company Name:	COLBY & COMPANY, PLC
Employer identification number (EIN):	541391989
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants