401k Plan data: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN plan

IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN
Plan identification number	001

IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

IZETT & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: IZETT & ASSOCIATES, LLC

Employer identification number (EIN): 582139535

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JAMES IZETT
001 2015-01-01 JAMES IZETT
001 2014-01-01 JAMES IZETT
001 2013-01-01 JAMES IZETT
001 2012-01-01 JAMES IZETT
001 2011-01-01 JAMES IZETT
001 2009-01-01 JAMES IZETT

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	JAMES IZETT
001	2015-01-01	JAMES IZETT
001	2014-01-01	JAMES IZETT
001	2013-01-01	JAMES IZETT
001	2012-01-01	JAMES IZETT
001	2011-01-01	JAMES IZETT
001	2009-01-01	JAMES IZETT

Plan Statistics for IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN

Measure Date Value
2016: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 1
2015: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
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 0
Total of all active and inactive participants 2009-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	1
2015: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
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	0
Total of all active and inactive participants	2009-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2016 : IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$59,614
Expenses. Total of all expenses incurred	2016-12-31	$35,478
Benefits paid (including direct rollovers)	2016-12-31	$35,453
Total plan assets at end of year	2016-12-31	$462,247
Total plan assets at beginning of year	2016-12-31	$438,111
Contributions received from other sources (not participants or employers)	2016-12-31	$7,211
Other income received	2016-12-31	$52,403
Net income (gross income less expenses)	2016-12-31	$24,136
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$462,247
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$438,111
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$25
2015 : IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-48,416
Expenses. Total of all expenses incurred	2015-12-31	$30
Total plan assets at end of year	2015-12-31	$438,111
Total plan assets at beginning of year	2015-12-31	$486,557
Other income received	2015-12-31	$-48,416
Net income (gross income less expenses)	2015-12-31	$-48,446
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$438,111
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$486,557
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$30
2014 : IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-37,113
Expenses. Total of all expenses incurred	2014-12-31	$35,030
Benefits paid (including direct rollovers)	2014-12-31	$35,000
Total plan assets at end of year	2014-12-31	$486,557
Total plan assets at beginning of year	2014-12-31	$558,700
Other income received	2014-12-31	$-37,113
Net income (gross income less expenses)	2014-12-31	$-72,143
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$486,557
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$558,700
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$30
2013 : IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$104,414
Expenses. Total of all expenses incurred	2013-12-31	$48
Total plan assets at end of year	2013-12-31	$558,700
Total plan assets at beginning of year	2013-12-31	$454,334
Other income received	2013-12-31	$104,414
Net income (gross income less expenses)	2013-12-31	$104,366
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$558,700
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$454,334
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$48
2012 : IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$447,769
Expenses. Total of all expenses incurred	2012-12-31	$54
Total plan assets at end of year	2012-12-31	$454,334
Total plan assets at beginning of year	2012-12-31	$6,619
Contributions received from other sources (not participants or employers)	2012-12-31	$433,505
Other income received	2012-12-31	$14,264
Net income (gross income less expenses)	2012-12-31	$447,715
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$454,334
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,619
Assets. Value of participant loans	2012-12-31	$972
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$54
2011 : IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$193
Expenses. Total of all expenses incurred	2011-12-31	$54
Total plan assets at end of year	2011-12-31	$6,619
Total plan assets at beginning of year	2011-12-31	$6,480
Total contributions received or receivable from participants	2011-12-31	$0
Other income received	2011-12-31	$193
Net income (gross income less expenses)	2011-12-31	$139
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,619
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,480
Assets. Value of participant loans	2011-12-31	$1,523
Total contributions received or receivable from employer(s)	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$54
2010 : IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$236
Expenses. Total of all expenses incurred	2010-12-31	$54
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$6,480
Total plan assets at beginning of year	2010-12-31	$6,298
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$236
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$182
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,480
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,298
Assets. Value of participant loans	2010-12-31	$2,051
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$54
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN

2016: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 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: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 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: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 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 benefit arrangement – Insurance	Yes
2009: IZETT & ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN 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 benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

670949

Policy instance

Insurance contract or identification number	670949
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $17
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9
Insurance broker organization code?	3
Insurance broker name	FREDERICK E. VAN PATTEN

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

670949

Policy instance

Insurance contract or identification number	670949
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $19
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10
Insurance broker organization code?	3
Insurance broker name	PAUL H. CULBRETH, CFP

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

670949

Policy instance

Insurance contract or identification number	670949
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-01
Total amount of commissions paid to insurance broker	USD $17
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	PAUL H. CULBRETH, CFP

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

670949

Policy instance

Insurance contract or identification number	670949
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-01
Total amount of commissions paid to insurance broker	USD $14
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	PAUL H. CULBRETH

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

670949

Policy instance

Insurance contract or identification number	670949
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-01
Total amount of commissions paid to insurance broker	USD $12
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

670949

Policy instance

Insurance contract or identification number	670949
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-01
Total amount of commissions paid to insurance broker	USD $10
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	JAMES IZETT, CHFC, CLU

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Company Name:	IZETT & ASSOCIATES, LLC
Employer identification number (EIN):	582139535
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages