401k Plan data: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST plan

SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST
Plan identification number	001

SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SURRY INSURANCE AGENCY & REALTY CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: SURRY INSURANCE AGENCY & REALTY CO., INC.

Employer identification number (EIN): 560693103

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 NANCY WRIGHT
001 2017-01-01 NANCY WRIGHT
001 2015-01-01 NANCY WRIGHT
001 2014-01-01 NANCY WRIGHT
001 2013-01-01 NANCY WRIGHT
001 2012-01-01 NANCY WRIGHT NANCY WRIGHT 2013-05-02
001 2011-01-01 NANCY WRIGHT

Plan Statistics for SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 14
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 15
Number of participants with account balances 2023-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 13
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 1
Total of all active and inactive participants 2022-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 14
Number of participants with account balances 2022-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 12
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 2
Total of all active and inactive participants 2021-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 14
Number of participants with account balances 2021-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 13
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 14
Number of participants with account balances 2020-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 14
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 15
Number of participants with account balances 2019-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 12
Number of participants with account balances 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2015: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
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 1
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	14
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	15
Number of participants with account balances	2023-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	13
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	1
Total of all active and inactive participants	2022-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	14
Number of participants with account balances	2022-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	12
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	2
Total of all active and inactive participants	2021-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	14
Number of participants with account balances	2021-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	13
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	14
Number of participants with account balances	2020-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	14
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	15
Number of participants with account balances	2019-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	12
Number of participants with account balances	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2015: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
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	1
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,212,901
Expenses. Total of all expenses incurred	2023-12-31	$19,740
Benefits paid (including direct rollovers)	2023-12-31	$19,740
Total plan assets at end of year	2023-12-31	$6,171,917
Total plan assets at beginning of year	2023-12-31	$4,978,756
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$182,142
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$963,279
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,193,161
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,171,917
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,978,756
Total contributions received or receivable from employer(s)	2023-12-31	$67,480
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,216,782
Expenses. Total of all expenses incurred	2022-12-31	$365,416
Benefits paid (including direct rollovers)	2022-12-31	$365,416
Total plan assets at end of year	2022-12-31	$4,978,756
Total plan assets at beginning of year	2022-12-31	$6,560,954
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$150,705
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,426,502
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,582,198
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,978,756
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,560,954
Total contributions received or receivable from employer(s)	2022-12-31	$59,015
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,158,721
Expenses. Total of all expenses incurred	2021-12-31	$1,142
Benefits paid (including direct rollovers)	2021-12-31	$1,142
Total plan assets at end of year	2021-12-31	$6,560,954
Total plan assets at beginning of year	2021-12-31	$5,403,375
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$145,236
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$958,369
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,157,579
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,560,954
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,403,375
Total contributions received or receivable from employer(s)	2021-12-31	$55,116
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
2020 : SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,516,823
Expenses. Total of all expenses incurred	2020-12-31	$28,368
Benefits paid (including direct rollovers)	2020-12-31	$28,368
Total plan assets at end of year	2020-12-31	$5,403,375
Total plan assets at beginning of year	2020-12-31	$3,914,920
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$134,704
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,327,833
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,488,455
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,403,375
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,914,920
Total contributions received or receivable from employer(s)	2020-12-31	$54,286
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
2019 : SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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	$904,163
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$3,914,920
Total plan assets at beginning of year	2019-12-31	$3,010,757
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$124,062
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$729,937
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$904,163
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,914,920
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,010,757
Total contributions received or receivable from employer(s)	2019-12-31	$50,164
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
2018 : SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-52,043
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$3,010,757
Total plan assets at beginning of year	2018-12-31	$3,062,800
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$117,444
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-213,644
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-52,043
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,010,757
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,062,800
Total contributions received or receivable from employer(s)	2018-12-31	$44,157
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
2017 : SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$519,302
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$3,062,800
Total plan assets at beginning of year	2017-12-31	$2,543,498
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$115,131
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$361,861
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$519,302
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,062,800
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,543,498
Total contributions received or receivable from employer(s)	2017-12-31	$42,310
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2015 : SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$115,201
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,373,890
Total plan assets at beginning of year	2015-12-31	$2,258,689
Value of fidelity bond covering the plan	2015-12-31	$265,000
Total contributions received or receivable from participants	2015-12-31	$103,142
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-26,924
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$115,201
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,373,890
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,258,689
Total contributions received or receivable from employer(s)	2015-12-31	$38,983
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$246,235
Expenses. Total of all expenses incurred	2014-12-31	$13,826
Benefits paid (including direct rollovers)	2014-12-31	$13,799
Total plan assets at end of year	2014-12-31	$2,258,689
Total plan assets at beginning of year	2014-12-31	$2,026,280
Value of fidelity bond covering the plan	2014-12-31	$265,000
Total contributions received or receivable from participants	2014-12-31	$96,436
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$112,009
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$232,409
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,258,689
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,026,280
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$37,790
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$27
2013 : SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$461,680
Expenses. Total of all expenses incurred	2013-12-31	$24
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,026,280
Total plan assets at beginning of year	2013-12-31	$1,564,624
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$98,764
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$325,617
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$461,656
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,026,280
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,564,624
Total contributions received or receivable from employer(s)	2013-12-31	$37,299
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$24
2012 : SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$356,038
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,564,624
Total plan assets at beginning of year	2012-12-31	$1,208,586
Value of fidelity bond covering the plan	2012-12-31	$265,000
Total contributions received or receivable from participants	2012-12-31	$97,862
Other income received	2012-12-31	$222,199
Net income (gross income less expenses)	2012-12-31	$356,038
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,564,624
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,208,586
Total contributions received or receivable from employer(s)	2012-12-31	$35,977
2011 : SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$87,755
Expenses. Total of all expenses incurred	2011-12-31	$3
Total plan assets at end of year	2011-12-31	$1,208,586
Total plan assets at beginning of year	2011-12-31	$1,120,834
Value of fidelity bond covering the plan	2011-12-31	$265,000
Total contributions received or receivable from participants	2011-12-31	$103,942
Other income received	2011-12-31	$-52,607
Net income (gross income less expenses)	2011-12-31	$87,752
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,208,586
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,120,834
Total contributions received or receivable from employer(s)	2011-12-31	$36,420
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3
2010 : SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$273,259
Expenses. Total of all expenses incurred	2010-12-31	$29,929
Benefits paid (including direct rollovers)	2010-12-31	$29,929
Total plan assets at end of year	2010-12-31	$1,120,834
Total plan assets at beginning of year	2010-12-31	$877,504
Value of fidelity bond covering the plan	2010-12-31	$265,000
Total contributions received or receivable from participants	2010-12-31	$93,125
Other income received	2010-12-31	$145,229
Net income (gross income less expenses)	2010-12-31	$243,330
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,120,834
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$877,504
Total contributions received or receivable from employer(s)	2010-12-31	$34,905
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST

2023: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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
2015: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

SURRY INSURANCE AGENCY & REALTY CO., INC.EMPLOYEES' PROFIT SHARING PLAN AND TRUST [EIN = 561759374]

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:	SURRY INSURANCE AGENCY & REALTY CO., INC.
Employer identification number (EIN):	560693103
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages