401k Plan data: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST plan

AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST
Plan identification number	001

AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

AGNOLI, BARBER & BRUNDAGE, INC. has sponsored the creation of one or more 401k plans.

Company Name: AGNOLI, BARBER & BRUNDAGE, INC.

Employer identification number (EIN): 592287155

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about AGNOLI, BARBER & BRUNDAGE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1983-04-11

Company Identification Number: G33364

Legal Registered Office Address: 1200 SOUTH PINE ISLAND ROAD

PLANTATION

33324

More information about AGNOLI, BARBER & BRUNDAGE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 DOMINICK AMICO 2020-09-25
001 2018-01-01 DOMINICK AMICO 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 FREDERICK T. BARBER
001 2011-01-01 DANIEL BRUNDAGE DANIEL BRUNDAGE 2012-10-05
001 2010-01-01 DANIEL BRUNDAGE DANIEL BRUNDAGE 2012-10-05
001 2009-01-01 FREDERICK BARBER III FREDERICK BARBER III 2010-10-15

Plan Statistics for AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 31
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 4
Total of all active and inactive participants 2022-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 35
Number of participants with account balances 2022-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 37
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 3
Total of all active and inactive participants 2021-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 40
Number of participants with account balances 2021-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 34
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 6
Total of all active and inactive participants 2020-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 40
Number of participants with account balances 2020-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 29
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 35
Number of participants with account balances 2019-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 27
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 33
Number of participants with account balances 2018-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 22
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 29
Number of participants with account balances 2017-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 26
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 33
Number of participants with account balances 2016-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 26
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 36
Total participants 2015-01-01 36
Number of participants with account balances 2015-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 32
Total participants 2014-01-01 32
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 25
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 30
Total participants 2013-01-01 30
Number of participants with account balances 2013-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 24
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 4
Total of all active and inactive participants 2012-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 28
Number of participants with account balances 2012-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 26
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 34
Number of participants with account balances 2011-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 28
Number of retired or separated participants receiving benefits 2010-01-01 7
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 39
Number of participants with account balances 2010-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 31
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 44
Number of participants with account balances 2009-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2022: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	31
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	4
Total of all active and inactive participants	2022-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	35
Number of participants with account balances	2022-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	37
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	3
Total of all active and inactive participants	2021-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	40
Number of participants with account balances	2021-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	34
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	6
Total of all active and inactive participants	2020-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	40
Number of participants with account balances	2020-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	29
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	35
Number of participants with account balances	2019-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	27
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	33
Number of participants with account balances	2018-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	22
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	29
Number of participants with account balances	2017-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	26
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	33
Number of participants with account balances	2016-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	26
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	36
Total participants	2015-01-01	36
Number of participants with account balances	2015-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	32
Total participants	2014-01-01	32
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	25
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	30
Total participants	2013-01-01	30
Number of participants with account balances	2013-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	24
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	4
Total of all active and inactive participants	2012-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	28
Number of participants with account balances	2012-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	26
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	34
Number of participants with account balances	2011-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	28
Number of retired or separated participants receiving benefits	2010-01-01	7
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	39
Number of participants with account balances	2010-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	31
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	44
Number of participants with account balances	2009-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & 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	$-737,400
Expenses. Total of all expenses incurred	2022-12-31	$247,418
Benefits paid (including direct rollovers)	2022-12-31	$239,630
Total plan assets at end of year	2022-12-31	$3,921,011
Total plan assets at beginning of year	2022-12-31	$4,905,829
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$192,977
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	$-982,575
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-984,818
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,921,011
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,905,829
Assets. Value of participant loans	2022-12-31	$5,750
Total contributions received or receivable from employer(s)	2022-12-31	$52,198
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	$7,788
2021 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & 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	$49
Total income from all sources	2021-12-31	$953,908
Expenses. Total of all expenses incurred	2021-12-31	$132,642
Benefits paid (including direct rollovers)	2021-12-31	$120,453
Total plan assets at end of year	2021-12-31	$4,905,829
Total plan assets at beginning of year	2021-12-31	$4,084,612
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$148,165
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	$769,247
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$821,266
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,905,829
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,084,563
Assets. Value of participant loans	2021-12-31	$20,137
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$36,496
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$-49
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$12,238
2020 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$49
Total income from all sources	2020-12-31	$653,561
Expenses. Total of all expenses incurred	2020-12-31	$2,942,208
Benefits paid (including direct rollovers)	2020-12-31	$2,918,211
Total plan assets at end of year	2020-12-31	$4,084,612
Total plan assets at beginning of year	2020-12-31	$6,373,210
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$122,477
Other income received	2020-12-31	$444,128
Net income (gross income less expenses)	2020-12-31	$-2,288,647
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,084,563
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,373,210
Assets. Value of participant loans	2020-12-31	$25,363
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$54,487
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$86,956
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$23,997
2019 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$1,508,303
Expenses. Total of all expenses incurred	2019-12-31	$190,012
Benefits paid (including direct rollovers)	2019-12-31	$168,119
Total plan assets at end of year	2019-12-31	$6,373,210
Total plan assets at beginning of year	2019-12-31	$5,054,919
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$111,943
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,112,498
Net income (gross income less expenses)	2019-12-31	$1,318,291
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,373,210
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,054,919
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$56,917
Assets. Value of real-estate (other than employer real property)	2019-12-31	$120,644
Total contributions received or receivable from employer(s)	2019-12-31	$283,862
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$21,893
2018 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-378,936
Expenses. Total of all expenses incurred	2018-12-31	$940,523
Benefits paid (including direct rollovers)	2018-12-31	$916,791
Total plan assets at end of year	2018-12-31	$5,054,919
Total plan assets at beginning of year	2018-12-31	$6,374,378
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$88,218
Other income received	2018-12-31	$-527,413
Net income (gross income less expenses)	2018-12-31	$-1,319,459
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,054,919
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,374,378
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$46,353
Assets. Value of real-estate (other than employer real property)	2018-12-31	$186,676
Total contributions received or receivable from employer(s)	2018-12-31	$60,259
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$23,732
2017 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$1,537,905
Expenses. Total of all expenses incurred	2017-12-31	$4,738,870
Benefits paid (including direct rollovers)	2017-12-31	$4,713,026
Total plan assets at end of year	2017-12-31	$6,374,378
Total plan assets at beginning of year	2017-12-31	$9,575,343
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$82,044
Contributions received from other sources (not participants or employers)	2017-12-31	$261,399
Other income received	2017-12-31	$1,145,507
Net income (gross income less expenses)	2017-12-31	$-3,200,965
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,374,378
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,575,343
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$58,529
Assets. Value of real-estate (other than employer real property)	2017-12-31	$484,025
Total contributions received or receivable from employer(s)	2017-12-31	$48,955
Value of corrective distributions	2017-12-31	$337
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$25,507
2016 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$989,914
Expenses. Total of all expenses incurred	2016-12-31	$635,128
Benefits paid (including direct rollovers)	2016-12-31	$611,511
Total plan assets at end of year	2016-12-31	$9,575,343
Total plan assets at beginning of year	2016-12-31	$9,220,557
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$113,540
Other income received	2016-12-31	$837,897
Net income (gross income less expenses)	2016-12-31	$354,786
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,575,343
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,220,557
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$44,159
Assets. Value of real-estate (other than employer real property)	2016-12-31	$475,752
Total contributions received or receivable from employer(s)	2016-12-31	$38,477
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$23,617
2015 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$383,113
Expenses. Total of all expenses incurred	2015-12-31	$372
Benefits paid (including direct rollovers)	2015-12-31	$372
Total plan assets at end of year	2015-12-31	$9,220,557
Total plan assets at beginning of year	2015-12-31	$8,837,816
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$102,076
Contributions received from other sources (not participants or employers)	2015-12-31	$1,203
Other income received	2015-12-31	$245,541
Net income (gross income less expenses)	2015-12-31	$382,741
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,220,557
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,837,816
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$930,273
Assets. Value of real-estate (other than employer real property)	2015-12-31	$361,716
Total contributions received or receivable from employer(s)	2015-12-31	$34,293
2014 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$514,149
Expenses. Total of all expenses incurred	2014-12-31	$608,581
Benefits paid (including direct rollovers)	2014-12-31	$608,581
Total plan assets at end of year	2014-12-31	$8,984,119
Total plan assets at beginning of year	2014-12-31	$9,078,551
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$84,694
Other income received	2014-12-31	$400,858
Net income (gross income less expenses)	2014-12-31	$-94,432
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,984,119
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$9,078,551
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$601,752
Assets. Value of real-estate (other than employer real property)	2014-12-31	$351,047
Total contributions received or receivable from employer(s)	2014-12-31	$28,597
2013 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,113,397
Expenses. Total of all expenses incurred	2013-12-31	$33,037
Benefits paid (including direct rollovers)	2013-12-31	$33,037
Total plan assets at end of year	2013-12-31	$9,078,551
Total plan assets at beginning of year	2013-12-31	$7,998,191
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$80,543
Other income received	2013-12-31	$1,010,439
Net income (gross income less expenses)	2013-12-31	$1,080,360
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$9,078,551
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,998,191
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$581,784
Assets. Value of real-estate (other than employer real property)	2013-12-31	$318,892
Total contributions received or receivable from employer(s)	2013-12-31	$22,415
2012 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$743,191
Expenses. Total of all expenses incurred	2012-12-31	$280,682
Benefits paid (including direct rollovers)	2012-12-31	$278,825
Total plan assets at end of year	2012-12-31	$7,998,191
Total plan assets at beginning of year	2012-12-31	$7,535,682
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$70,007
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,857
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$650,354
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$462,509
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,998,191
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,535,682
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$634,684
Assets. Value of real-estate (other than employer real property)	2012-12-31	$310,192
Total contributions received or receivable from employer(s)	2012-12-31	$22,830
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-150,590
Expenses. Total of all expenses incurred	2011-12-31	$162,835
Benefits paid (including direct rollovers)	2011-12-31	$139,254
Total plan assets at end of year	2011-12-31	$7,535,682
Total plan assets at beginning of year	2011-12-31	$7,849,107
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$93,025
Expenses. Other expenses not covered elsewhere	2011-12-31	$23,581
Other income received	2011-12-31	$-259,841
Net income (gross income less expenses)	2011-12-31	$-313,425
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$7,535,682
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,849,107
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$250,000
Assets. Value of real-estate (other than employer real property)	2011-12-31	$238,030
Total contributions received or receivable from employer(s)	2011-12-31	$16,226
2010 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$702,333
Expenses. Total of all expenses incurred	2010-12-31	$1,156,937
Benefits paid (including direct rollovers)	2010-12-31	$1,096,374
Total plan assets at end of year	2010-12-31	$7,850,447
Total plan assets at beginning of year	2010-12-31	$8,305,051
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$106,979
Expenses. Other expenses not covered elsewhere	2010-12-31	$21,461
Other income received	2010-12-31	$581,567
Net income (gross income less expenses)	2010-12-31	$-454,604
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,850,447
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$8,305,051
Assets. Value of participant loans	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$250,000
Assets. Value of real-estate (other than employer real property)	2010-12-31	$249,285
Total contributions received or receivable from employer(s)	2010-12-31	$13,787
Value of certain deemed distributions of participant loans	2010-12-31	$39,102

Form 5500 Responses for AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST

2022: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 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: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 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: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334476 01

Policy instance

Insurance contract or identification number	334476 01
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-01-15
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334476-01

Policy instance

Insurance contract or identification number	334476-01
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334476-01

Policy instance

Insurance contract or identification number	334476-01
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334476-01

Policy instance

Insurance contract or identification number	334476-01
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334476-01

Policy instance

Insurance contract or identification number	334476-01
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334476-01

Policy instance

Insurance contract or identification number	334476-01
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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

F&G LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63274 )

Policy contract number

P0009

Policy instance

Insurance contract or identification number	P0009
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31

F&G LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63274 )

Policy contract number

P0009

Policy instance

Insurance contract or identification number	P0009
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334476-01

Policy instance

Insurance contract or identification number	334476-01
Number of Individuals Covered	3
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

670121

Policy instance

Insurance contract or identification number	670121
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

670121

Policy instance

Insurance contract or identification number	670121
Number of Individuals Covered	33
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $7,577
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

670121

Policy instance

Insurance contract or identification number	670121
Number of Individuals Covered	39
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $7,639
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	AGNOLI, BARBER & BRUNDAGE, INC.
Employer identification number (EIN):	592287155
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1983-04-11
Company Identification Number:	G33364
Legal Registered Office Address:	1200 SOUTH PINE ISLAND ROAD PLANTATION 33324