401k Plan data: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN plan

PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 401k Plan overview

Plan Name	PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN
Plan identification number	001

PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 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).

401k Sponsoring company profile

PAT DELVECCHIO INSURANCE AGENCY IN has sponsored the creation of one or more 401k plans.

Company Name: PAT DELVECCHIO INSURANCE AGENCY IN

Employer identification number (EIN): 591864117

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-08-01
001 2021-08-01
001 2020-08-01
001 2019-08-01
001 2018-08-01
001 2017-08-01
001 2016-08-01 PAT DELVECCHIO
001 2015-08-01 PAT DELVECCHIO
001 2014-08-01 PAT DELVECCHIO
001 2013-08-01 PAT DELVECCHIO
001 2012-08-01 PAT DELVECCHIO
001 2011-08-01 PAT DELVECCHIO
001 2010-08-01 PAT DELVECCHIO
001 2009-08-01 PAT DELVECCHIO

Plan Statistics for PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN

401k plan membership statisitcs for PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN

Measure Date Value
2022: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-08-01 1
Number of retired or separated participants receiving benefits 2022-08-01 0
Number of other retired or separated participants entitled to future benefits 2022-08-01 2
Total of all active and inactive participants 2022-08-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-08-01 0
Total participants 2022-08-01 3
Number of participants with account balances 2022-08-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-08-01 0
2021: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-08-01 1
Number of retired or separated participants receiving benefits 2021-08-01 0
Number of other retired or separated participants entitled to future benefits 2021-08-01 2
Total of all active and inactive participants 2021-08-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-08-01 0
Total participants 2021-08-01 3
Number of participants with account balances 2021-08-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-08-01 0
2020: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-08-01 1
Number of retired or separated participants receiving benefits 2020-08-01 0
Number of other retired or separated participants entitled to future benefits 2020-08-01 2
Total of all active and inactive participants 2020-08-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-08-01 0
Total participants 2020-08-01 3
Number of participants with account balances 2020-08-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-08-01 0
2019: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-08-01 1
Number of retired or separated participants receiving benefits 2019-08-01 0
Number of other retired or separated participants entitled to future benefits 2019-08-01 2
Total of all active and inactive participants 2019-08-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-08-01 0
Total participants 2019-08-01 3
Number of participants with account balances 2019-08-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-08-01 0
2018: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-08-01 1
Number of retired or separated participants receiving benefits 2018-08-01 0
Number of other retired or separated participants entitled to future benefits 2018-08-01 2
Total of all active and inactive participants 2018-08-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-08-01 0
Total participants 2018-08-01 3
Number of participants with account balances 2018-08-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-08-01 0
2017: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-08-01 1
Number of retired or separated participants receiving benefits 2017-08-01 0
Number of other retired or separated participants entitled to future benefits 2017-08-01 2
Total of all active and inactive participants 2017-08-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-08-01 0
Total participants 2017-08-01 3
Number of participants with account balances 2017-08-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-08-01 0
2016: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 1
Number of retired or separated participants receiving benefits 2016-08-01 0
Number of other retired or separated participants entitled to future benefits 2016-08-01 2
Total of all active and inactive participants 2016-08-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-08-01 0
Total participants 2016-08-01 3
Number of participants with account balances 2016-08-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-08-01 0
2015: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 1
Number of retired or separated participants receiving benefits 2015-08-01 0
Number of other retired or separated participants entitled to future benefits 2015-08-01 2
Total of all active and inactive participants 2015-08-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-08-01 0
Total participants 2015-08-01 3
Number of participants with account balances 2015-08-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-08-01 0
2014: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 1
Number of retired or separated participants receiving benefits 2014-08-01 0
Number of other retired or separated participants entitled to future benefits 2014-08-01 2
Total of all active and inactive participants 2014-08-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-08-01 0
Total participants 2014-08-01 3
Number of participants with account balances 2014-08-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-08-01 0
2013: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 1
Number of retired or separated participants receiving benefits 2013-08-01 0
Number of other retired or separated participants entitled to future benefits 2013-08-01 2
Total of all active and inactive participants 2013-08-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-08-01 0
Total participants 2013-08-01 3
Number of participants with account balances 2013-08-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-08-01 0
2012: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 1
Number of retired or separated participants receiving benefits 2012-08-01 0
Number of other retired or separated participants entitled to future benefits 2012-08-01 2
Total of all active and inactive participants 2012-08-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-08-01 0
Total participants 2012-08-01 3
Number of participants with account balances 2012-08-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 0
2011: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 1
Number of retired or separated participants receiving benefits 2011-08-01 0
Number of other retired or separated participants entitled to future benefits 2011-08-01 2
Total of all active and inactive participants 2011-08-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-08-01 0
Total participants 2011-08-01 3
Number of participants with account balances 2011-08-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 0
2010: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 1
Number of retired or separated participants receiving benefits 2010-08-01 0
Number of other retired or separated participants entitled to future benefits 2010-08-01 2
Total of all active and inactive participants 2010-08-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-08-01 0
Total participants 2010-08-01 3
Number of participants with account balances 2010-08-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-08-01 0
2009: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 1
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 2
Total of all active and inactive participants 2009-08-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 3
Number of participants with account balances 2009-08-01 3

Measure	Date	Value
2022: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-08-01	1
Number of retired or separated participants receiving benefits	2022-08-01	0
Number of other retired or separated participants entitled to future benefits	2022-08-01	2
Total of all active and inactive participants	2022-08-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-08-01	0
Total participants	2022-08-01	3
Number of participants with account balances	2022-08-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-08-01	0
2021: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-08-01	1
Number of retired or separated participants receiving benefits	2021-08-01	0
Number of other retired or separated participants entitled to future benefits	2021-08-01	2
Total of all active and inactive participants	2021-08-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-08-01	0
Total participants	2021-08-01	3
Number of participants with account balances	2021-08-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-08-01	0
2020: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-08-01	1
Number of retired or separated participants receiving benefits	2020-08-01	0
Number of other retired or separated participants entitled to future benefits	2020-08-01	2
Total of all active and inactive participants	2020-08-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-08-01	0
Total participants	2020-08-01	3
Number of participants with account balances	2020-08-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-08-01	0
2019: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-08-01	1
Number of retired or separated participants receiving benefits	2019-08-01	0
Number of other retired or separated participants entitled to future benefits	2019-08-01	2
Total of all active and inactive participants	2019-08-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-08-01	0
Total participants	2019-08-01	3
Number of participants with account balances	2019-08-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-08-01	0
2018: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-08-01	1
Number of retired or separated participants receiving benefits	2018-08-01	0
Number of other retired or separated participants entitled to future benefits	2018-08-01	2
Total of all active and inactive participants	2018-08-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-08-01	0
Total participants	2018-08-01	3
Number of participants with account balances	2018-08-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-08-01	0
2017: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-08-01	1
Number of retired or separated participants receiving benefits	2017-08-01	0
Number of other retired or separated participants entitled to future benefits	2017-08-01	2
Total of all active and inactive participants	2017-08-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-08-01	0
Total participants	2017-08-01	3
Number of participants with account balances	2017-08-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-08-01	0
2016: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	1
Number of retired or separated participants receiving benefits	2016-08-01	0
Number of other retired or separated participants entitled to future benefits	2016-08-01	2
Total of all active and inactive participants	2016-08-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-08-01	0
Total participants	2016-08-01	3
Number of participants with account balances	2016-08-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-08-01	0
2015: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	1
Number of retired or separated participants receiving benefits	2015-08-01	0
Number of other retired or separated participants entitled to future benefits	2015-08-01	2
Total of all active and inactive participants	2015-08-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-08-01	0
Total participants	2015-08-01	3
Number of participants with account balances	2015-08-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-08-01	0
2014: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	1
Number of retired or separated participants receiving benefits	2014-08-01	0
Number of other retired or separated participants entitled to future benefits	2014-08-01	2
Total of all active and inactive participants	2014-08-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-08-01	0
Total participants	2014-08-01	3
Number of participants with account balances	2014-08-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-08-01	0
2013: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	1
Number of retired or separated participants receiving benefits	2013-08-01	0
Number of other retired or separated participants entitled to future benefits	2013-08-01	2
Total of all active and inactive participants	2013-08-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-08-01	0
Total participants	2013-08-01	3
Number of participants with account balances	2013-08-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-08-01	0
2012: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	1
Number of retired or separated participants receiving benefits	2012-08-01	0
Number of other retired or separated participants entitled to future benefits	2012-08-01	2
Total of all active and inactive participants	2012-08-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-08-01	0
Total participants	2012-08-01	3
Number of participants with account balances	2012-08-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	0
2011: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	1
Number of retired or separated participants receiving benefits	2011-08-01	0
Number of other retired or separated participants entitled to future benefits	2011-08-01	2
Total of all active and inactive participants	2011-08-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-08-01	0
Total participants	2011-08-01	3
Number of participants with account balances	2011-08-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	0
2010: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	1
Number of retired or separated participants receiving benefits	2010-08-01	0
Number of other retired or separated participants entitled to future benefits	2010-08-01	2
Total of all active and inactive participants	2010-08-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-08-01	0
Total participants	2010-08-01	3
Number of participants with account balances	2010-08-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-08-01	0
2009: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	1
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	2
Total of all active and inactive participants	2009-08-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	3
Number of participants with account balances	2009-08-01	3

Financial Data on PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN

Measure	Date	Value
2023 : PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-07-31	$189,746
Expenses. Total of all expenses incurred	2023-07-31	$26,234
Total plan assets at end of year	2023-07-31	$2,599,209
Total plan assets at beginning of year	2023-07-31	$2,435,697
Assets. Value of loans (other than to participants)	2023-07-31	$273,215
Expenses. Other expenses not covered elsewhere	2023-07-31	$20,748
Other income received	2023-07-31	$189,746
Net income (gross income less expenses)	2023-07-31	$163,512
Net plan assets at end of year (total assets less liabilities)	2023-07-31	$2,599,209
Net plan assets at beginning of year (total assets less liabilities)	2023-07-31	$2,435,697
Expenses. Administrative service providers (salaries,fees and commissions)	2023-07-31	$5,486
2022 : PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-07-31	$-22,883
Expenses. Total of all expenses incurred	2022-07-31	$17,063
Total plan assets at end of year	2022-07-31	$2,435,697
Total plan assets at beginning of year	2022-07-31	$2,475,643
Assets. Value of loans (other than to participants)	2022-07-31	$247,012
Expenses. Other expenses not covered elsewhere	2022-07-31	$12,289
Other income received	2022-07-31	$-22,883
Net income (gross income less expenses)	2022-07-31	$-39,946
Net plan assets at end of year (total assets less liabilities)	2022-07-31	$2,435,697
Net plan assets at beginning of year (total assets less liabilities)	2022-07-31	$2,475,643
Expenses. Administrative service providers (salaries,fees and commissions)	2022-07-31	$4,774
2021 : PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-07-31	$355,537
Expenses. Total of all expenses incurred	2021-07-31	$21,882
Total plan assets at end of year	2021-07-31	$2,475,643
Total plan assets at beginning of year	2021-07-31	$2,141,988
Assets. Value of loans (other than to participants)	2021-07-31	$516,296
Expenses. Other expenses not covered elsewhere	2021-07-31	$16,074
Other income received	2021-07-31	$355,537
Net income (gross income less expenses)	2021-07-31	$333,655
Net plan assets at end of year (total assets less liabilities)	2021-07-31	$2,475,643
Net plan assets at beginning of year (total assets less liabilities)	2021-07-31	$2,141,988
Expenses. Administrative service providers (salaries,fees and commissions)	2021-07-31	$5,808
2020 : PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-07-31	$65,833
Expenses. Total of all expenses incurred	2020-07-31	$22,672
Total plan assets at end of year	2020-07-31	$2,141,988
Total plan assets at beginning of year	2020-07-31	$2,098,827
Value of fidelity bond covering the plan	2020-07-31	$50,000
Assets. Value of loans (other than to participants)	2020-07-31	$530,218
Expenses. Other expenses not covered elsewhere	2020-07-31	$18,208
Other income received	2020-07-31	$65,833
Net income (gross income less expenses)	2020-07-31	$43,161
Net plan assets at end of year (total assets less liabilities)	2020-07-31	$2,141,988
Net plan assets at beginning of year (total assets less liabilities)	2020-07-31	$2,098,827
Expenses. Administrative service providers (salaries,fees and commissions)	2020-07-31	$4,464
2019 : PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-07-31	$80,286
Expenses. Total of all expenses incurred	2019-07-31	$38,991
Total plan assets at end of year	2019-07-31	$2,098,827
Total plan assets at beginning of year	2019-07-31	$2,057,532
Value of fidelity bond covering the plan	2019-07-31	$50,000
Assets. Value of loans (other than to participants)	2019-07-31	$607,045
Expenses. Other expenses not covered elsewhere	2019-07-31	$28,457
Other income received	2019-07-31	$80,286
Net income (gross income less expenses)	2019-07-31	$41,295
Net plan assets at end of year (total assets less liabilities)	2019-07-31	$2,098,827
Net plan assets at beginning of year (total assets less liabilities)	2019-07-31	$2,057,532
Expenses. Administrative service providers (salaries,fees and commissions)	2019-07-31	$10,534
2017 : PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-07-31	$147,395
Expenses. Total of all expenses incurred	2017-07-31	$31,508
Total plan assets at end of year	2017-07-31	$1,942,831
Total plan assets at beginning of year	2017-07-31	$1,826,944
Value of fidelity bond covering the plan	2017-07-31	$50,000
Assets. Value of loans (other than to participants)	2017-07-31	$942,550
Expenses. Other expenses not covered elsewhere	2017-07-31	$30,990
Other income received	2017-07-31	$147,395
Net income (gross income less expenses)	2017-07-31	$115,887
Net plan assets at end of year (total assets less liabilities)	2017-07-31	$1,942,831
Net plan assets at beginning of year (total assets less liabilities)	2017-07-31	$1,826,944
Expenses. Administrative service providers (salaries,fees and commissions)	2017-07-31	$518
2016 : PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-07-31	$121,411
Expenses. Total of all expenses incurred	2016-07-31	$33,561
Total plan assets at end of year	2016-07-31	$1,826,944
Total plan assets at beginning of year	2016-07-31	$1,739,094
Value of fidelity bond covering the plan	2016-07-31	$50,000
Assets. Value of loans (other than to participants)	2016-07-31	$1,010,519
Expenses. Other expenses not covered elsewhere	2016-07-31	$25,519
Other income received	2016-07-31	$121,411
Net income (gross income less expenses)	2016-07-31	$87,850
Net plan assets at end of year (total assets less liabilities)	2016-07-31	$1,826,944
Net plan assets at beginning of year (total assets less liabilities)	2016-07-31	$1,739,094
Expenses. Administrative service providers (salaries,fees and commissions)	2016-07-31	$8,042
2015 : PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-07-31	$137,211
Expenses. Total of all expenses incurred	2015-07-31	$21,508
Total plan assets at end of year	2015-07-31	$1,739,094
Total plan assets at beginning of year	2015-07-31	$1,623,391
Value of fidelity bond covering the plan	2015-07-31	$50,000
Assets. Value of loans (other than to participants)	2015-07-31	$1,008,644
Expenses. Other expenses not covered elsewhere	2015-07-31	$8,441
Other income received	2015-07-31	$137,211
Net income (gross income less expenses)	2015-07-31	$115,703
Net plan assets at end of year (total assets less liabilities)	2015-07-31	$1,739,094
Net plan assets at beginning of year (total assets less liabilities)	2015-07-31	$1,623,391
Expenses. Administrative service providers (salaries,fees and commissions)	2015-07-31	$13,067
2014 : PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-07-31	$156,830
Expenses. Total of all expenses incurred	2014-07-31	$4,896
Total plan assets at end of year	2014-07-31	$1,623,391
Total plan assets at beginning of year	2014-07-31	$1,471,457
Value of fidelity bond covering the plan	2014-07-31	$50,000
Assets. Value of loans (other than to participants)	2014-07-31	$879,931
Expenses. Other expenses not covered elsewhere	2014-07-31	$3,264
Other income received	2014-07-31	$156,830
Net income (gross income less expenses)	2014-07-31	$151,934
Net plan assets at end of year (total assets less liabilities)	2014-07-31	$1,623,391
Net plan assets at beginning of year (total assets less liabilities)	2014-07-31	$1,471,457
Expenses. Administrative service providers (salaries,fees and commissions)	2014-07-31	$1,632
2013 : PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-07-31	$104,556
Expenses. Total of all expenses incurred	2013-07-31	$11,608
Total plan assets at end of year	2013-07-31	$1,471,457
Total plan assets at beginning of year	2013-07-31	$1,378,509
Value of fidelity bond covering the plan	2013-07-31	$50,000
Assets. Value of loans (other than to participants)	2013-07-31	$688,082
Expenses. Other expenses not covered elsewhere	2013-07-31	$11,608
Other income received	2013-07-31	$104,556
Net income (gross income less expenses)	2013-07-31	$92,948
Net plan assets at end of year (total assets less liabilities)	2013-07-31	$1,471,457
Net plan assets at beginning of year (total assets less liabilities)	2013-07-31	$1,378,509
2012 : PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-07-31	$84,267
Expenses. Total of all expenses incurred	2012-07-31	$9,944
Total plan assets at end of year	2012-07-31	$1,378,509
Total plan assets at beginning of year	2012-07-31	$1,304,186
Value of fidelity bond covering the plan	2012-07-31	$50,000
Assets. Value of loans (other than to participants)	2012-07-31	$897,903
Expenses. Other expenses not covered elsewhere	2012-07-31	$9,944
Other income received	2012-07-31	$84,267
Net income (gross income less expenses)	2012-07-31	$74,323
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$1,378,509
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$1,304,186
2011 : PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-07-31	$105,789
Expenses. Total of all expenses incurred	2011-07-31	$4,261
Total plan assets at end of year	2011-07-31	$1,304,186
Total plan assets at beginning of year	2011-07-31	$1,202,658
Value of fidelity bond covering the plan	2011-07-31	$50,000
Assets. Value of loans (other than to participants)	2011-07-31	$725,281
Expenses. Other expenses not covered elsewhere	2011-07-31	$4,261
Other income received	2011-07-31	$105,789
Net income (gross income less expenses)	2011-07-31	$101,528
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$1,304,186
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$1,202,658

Form 5500 Responses for PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN

2022: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-08-01	Type of plan entity	Single employer plan
2022-08-01	Plan funding arrangement – Trust	Yes
2022-08-01	Plan benefit arrangement - Trust	Yes
2021: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-08-01	Type of plan entity	Single employer plan
2021-08-01	Plan funding arrangement – Trust	Yes
2021-08-01	Plan benefit arrangement - Trust	Yes
2020: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-08-01	Type of plan entity	Single employer plan
2020-08-01	Plan funding arrangement – Trust	Yes
2020-08-01	Plan benefit arrangement - Trust	Yes
2019: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-08-01	Type of plan entity	Single employer plan
2019-08-01	Plan funding arrangement – Trust	Yes
2019-08-01	Plan benefit arrangement - Trust	Yes
2018: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-08-01	Type of plan entity	Single employer plan
2018-08-01	Plan funding arrangement – Trust	Yes
2018-08-01	Plan benefit arrangement - Trust	Yes
2017: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-08-01	Type of plan entity	Single employer plan
2017-08-01	Plan funding arrangement – Trust	Yes
2017-08-01	Plan benefit arrangement - Trust	Yes
2016: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	Plan funding arrangement – Trust	Yes
2016-08-01	Plan benefit arrangement - Trust	Yes
2015: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Plan funding arrangement – Trust	Yes
2015-08-01	Plan benefit arrangement - Trust	Yes
2014: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement - Trust	Yes
2013: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2010: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Plan funding arrangement – Trust	Yes
2010-08-01	Plan benefit arrangement - Trust	Yes
2009: PAT DELVECCHIO INS. AGENCY INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PAT DELVECCHIO INSURANCE AGENCY IN
Employer identification number (EIN):	591864117
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages