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| Plan Name | HERBERT T. PETTET PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | HERBERT T. PETTET |
| Employer identification number (EIN): | 860328161 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2015-01-01 | HERBERT T. PETTET | 2015-06-02 | HERBERT T. PETTET | 2015-06-02 |
| 002 | 2014-01-01 | HERBERT T PETTET | 2015-04-20 | HERBERT T PETTET | 2015-04-20 |
| 002 | 2013-01-01 | HERBERT PETTET | 2014-06-18 | HERBERT PETTET | 2014-06-18 |
| 002 | 2012-01-01 | HERBERT PETTET | 2013-06-06 | HERBERT PETTET | 2013-06-06 |
| 002 | 2011-01-01 | HERBERT PETTET | 2012-05-17 | HERBERT PETTET | 2012-05-17 |
| 002 | 2010-01-01 | HERBERT PETTET | 2011-07-19 | HERBERT PETTET | 2011-07-19 |
| 002 | 2007-01-01 | HERBERT PETTET |
| Measure | Date | Value |
|---|---|---|
| 2007: HERBERT T. PETTET PROFIT SHARING PLAN 2007 401k membership | ||
| Total participants, beginning-of-year | 2007-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
| Total of all active and inactive participants | 2007-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 3 |
| Number of participants with account balances | 2007-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2007 : HERBERT T. PETTET PROFIT SHARING PLAN 2007 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2007-12-31 | $0 |
| 2007: HERBERT T. PETTET PROFIT SHARING PLAN 2007 form 5500 responses | ||
|---|---|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | Yes |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
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