401k Plan data: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN plan

WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	002

WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

WARD T. BELL & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WARD T. BELL & ASSOCIATES, INC.

Employer identification number (EIN): 860417827

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-02-01 WARD T. BELL 2022-10-14
002 2020-02-01 WARD T. BELL 2021-10-31
002 2019-02-01 WARD T. BELL 2020-11-06
002 2018-02-01 WARD T. BELL 2019-10-22
002 2017-02-01
002 2016-02-01
002 2015-02-01
002 2014-02-01
002 2013-02-01 WARD T. BELL
002 2012-02-01 WARD T. BELL
002 2011-02-01 WARD T. BELL
002 2009-02-01 WARD T. BELL WARD T. BELL 2010-11-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-02-01	WARD T. BELL	2022-10-14
002	2020-02-01	WARD T. BELL	2021-10-31
002	2019-02-01	WARD T. BELL	2020-11-06
002	2018-02-01	WARD T. BELL	2019-10-22
002	2017-02-01
002	2016-02-01
002	2015-02-01
002	2014-02-01
002	2013-02-01	WARD T. BELL
002	2012-02-01	WARD T. BELL
002	2011-02-01	WARD T. BELL
002	2009-02-01	WARD T. BELL		WARD T. BELL	2010-11-10

Plan Statistics for WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2021: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-02-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 0
Number of retired or separated participants receiving benefits 2021-02-01 0
Number of other retired or separated participants entitled to future benefits 2021-02-01 0
Total of all active and inactive participants 2021-02-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-02-01 0
Total participants 2021-02-01 0
Number of participants with account balances 2021-02-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-02-01 0
2020: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-02-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 1
Number of retired or separated participants receiving benefits 2020-02-01 0
Number of other retired or separated participants entitled to future benefits 2020-02-01 3
Total of all active and inactive participants 2020-02-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 0
Total participants 2020-02-01 4
Number of participants with account balances 2020-02-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 0
2019: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-02-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 3
Number of retired or separated participants receiving benefits 2019-02-01 0
Number of other retired or separated participants entitled to future benefits 2019-02-01 1
Total of all active and inactive participants 2019-02-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 0
Total participants 2019-02-01 4
Number of participants with account balances 2019-02-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 0
2018: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 3
Number of retired or separated participants receiving benefits 2018-02-01 0
Number of other retired or separated participants entitled to future benefits 2018-02-01 1
Total of all active and inactive participants 2018-02-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 4
Number of participants with account balances 2018-02-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 0
2017: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 4
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 0
Total of all active and inactive participants 2017-02-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 4
Number of participants with account balances 2017-02-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0
2016: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-02-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 4
Number of retired or separated participants receiving benefits 2016-02-01 0
Number of other retired or separated participants entitled to future benefits 2016-02-01 0
Total of all active and inactive participants 2016-02-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 4
Number of participants with account balances 2016-02-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 0
2015: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 4
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 0
Total of all active and inactive participants 2015-02-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 4
Number of participants with account balances 2015-02-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 4
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 1
Total of all active and inactive participants 2014-02-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 5
Number of participants with account balances 2014-02-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 5
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 0
Total of all active and inactive participants 2013-02-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 5
Number of participants with account balances 2013-02-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 5
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 1
Total of all active and inactive participants 2012-02-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 6
Number of participants with account balances 2012-02-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 10
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 1
Total of all active and inactive participants 2011-02-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 11
Number of participants with account balances 2011-02-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2009: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 10
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 0
Total of all active and inactive participants 2009-02-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 10
Number of participants with account balances 2009-02-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2021: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-02-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	0
Number of retired or separated participants receiving benefits	2021-02-01	0
Number of other retired or separated participants entitled to future benefits	2021-02-01	0
Total of all active and inactive participants	2021-02-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-02-01	0
Total participants	2021-02-01	0
Number of participants with account balances	2021-02-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-02-01	0
2020: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-02-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	1
Number of retired or separated participants receiving benefits	2020-02-01	0
Number of other retired or separated participants entitled to future benefits	2020-02-01	3
Total of all active and inactive participants	2020-02-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	0
Total participants	2020-02-01	4
Number of participants with account balances	2020-02-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	0
2019: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-02-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	3
Number of retired or separated participants receiving benefits	2019-02-01	0
Number of other retired or separated participants entitled to future benefits	2019-02-01	1
Total of all active and inactive participants	2019-02-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	0
Total participants	2019-02-01	4
Number of participants with account balances	2019-02-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	0
2018: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	3
Number of retired or separated participants receiving benefits	2018-02-01	0
Number of other retired or separated participants entitled to future benefits	2018-02-01	1
Total of all active and inactive participants	2018-02-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	4
Number of participants with account balances	2018-02-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	0
2017: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	4
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	0
Total of all active and inactive participants	2017-02-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	4
Number of participants with account balances	2017-02-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0
2016: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-02-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	4
Number of retired or separated participants receiving benefits	2016-02-01	0
Number of other retired or separated participants entitled to future benefits	2016-02-01	0
Total of all active and inactive participants	2016-02-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	4
Number of participants with account balances	2016-02-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	0
2015: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	4
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	0
Total of all active and inactive participants	2015-02-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	4
Number of participants with account balances	2015-02-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	4
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	1
Total of all active and inactive participants	2014-02-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	5
Number of participants with account balances	2014-02-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	5
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	0
Total of all active and inactive participants	2013-02-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	5
Number of participants with account balances	2013-02-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	5
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	1
Total of all active and inactive participants	2012-02-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	6
Number of participants with account balances	2012-02-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	10
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	1
Total of all active and inactive participants	2011-02-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	11
Number of participants with account balances	2011-02-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2009: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	10
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	0
Total of all active and inactive participants	2009-02-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	10
Number of participants with account balances	2009-02-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-01-31	$0
Total plan liabilities at beginning of year	2022-01-31	$0
Total income from all sources	2022-01-31	$87,671
Expenses. Total of all expenses incurred	2022-01-31	$684,772
Benefits paid (including direct rollovers)	2022-01-31	$682,559
Total plan assets at end of year	2022-01-31	$0
Total plan assets at beginning of year	2022-01-31	$597,101
Value of fidelity bond covering the plan	2022-01-31	$170,000
Other income received	2022-01-31	$87,671
Net income (gross income less expenses)	2022-01-31	$-597,101
Net plan assets at end of year (total assets less liabilities)	2022-01-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-01-31	$597,101
Assets. Value of assets in partnership/joint-venture interests	2022-01-31	$0
Assets. Value of real-estate (other than employer real property)	2022-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-01-31	$2,213
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-01-31	$0
2021 : WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-01-31	$0
Total plan liabilities at beginning of year	2021-01-31	$0
Total income from all sources	2021-01-31	$-10,682
Expenses. Total of all expenses incurred	2021-01-31	$1,856
Total plan assets at end of year	2021-01-31	$597,101
Total plan assets at beginning of year	2021-01-31	$609,639
Value of fidelity bond covering the plan	2021-01-31	$170,000
Other income received	2021-01-31	$-10,682
Net income (gross income less expenses)	2021-01-31	$-12,538
Net plan assets at end of year (total assets less liabilities)	2021-01-31	$597,101
Net plan assets at beginning of year (total assets less liabilities)	2021-01-31	$609,639
Assets. Value of assets in partnership/joint-venture interests	2021-01-31	$2,500
Assets. Value of real-estate (other than employer real property)	2021-01-31	$5,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-01-31	$1,856
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-01-31	$0
2020 : WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-01-31	$0
Total plan liabilities at beginning of year	2020-01-31	$0
Total income from all sources	2020-01-31	$89,893
Expenses. Total of all expenses incurred	2020-01-31	$2,233
Total plan assets at end of year	2020-01-31	$609,639
Total plan assets at beginning of year	2020-01-31	$521,979
Value of fidelity bond covering the plan	2020-01-31	$170,000
Other income received	2020-01-31	$89,893
Net income (gross income less expenses)	2020-01-31	$87,660
Net plan assets at end of year (total assets less liabilities)	2020-01-31	$609,639
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$521,979
Assets. Value of assets in partnership/joint-venture interests	2020-01-31	$2,500
Assets. Value of real-estate (other than employer real property)	2020-01-31	$7,444
Expenses. Administrative service providers (salaries,fees and commissions)	2020-01-31	$2,233
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-01-31	$0
2019 : WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-01-31	$0
Total plan liabilities at beginning of year	2019-01-31	$0
Total income from all sources	2019-01-31	$-10,648
Expenses. Total of all expenses incurred	2019-01-31	$7,441
Benefits paid (including direct rollovers)	2019-01-31	$5,694
Total plan assets at end of year	2019-01-31	$521,979
Total plan assets at beginning of year	2019-01-31	$540,068
Value of fidelity bond covering the plan	2019-01-31	$170,000
Other income received	2019-01-31	$-10,648
Net income (gross income less expenses)	2019-01-31	$-18,089
Net plan assets at end of year (total assets less liabilities)	2019-01-31	$521,979
Net plan assets at beginning of year (total assets less liabilities)	2019-01-31	$540,068
Assets. Value of assets in partnership/joint-venture interests	2019-01-31	$2,500
Assets. Value of real-estate (other than employer real property)	2019-01-31	$7,444
Expenses. Administrative service providers (salaries,fees and commissions)	2019-01-31	$1,747
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-01-31	$0
2018 : WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-01-31	$0
Total plan liabilities at beginning of year	2018-01-31	$0
Total income from all sources	2018-01-31	$68,697
Expenses. Total of all expenses incurred	2018-01-31	$6,630
Total plan assets at end of year	2018-01-31	$540,068
Total plan assets at beginning of year	2018-01-31	$478,001
Value of fidelity bond covering the plan	2018-01-31	$170,000
Other income received	2018-01-31	$68,697
Net income (gross income less expenses)	2018-01-31	$62,067
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$540,068
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$478,001
Assets. Value of assets in partnership/joint-venture interests	2018-01-31	$2,500
Assets. Value of real-estate (other than employer real property)	2018-01-31	$21,326
Expenses. Administrative service providers (salaries,fees and commissions)	2018-01-31	$6,630
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-01-31	$0
2017 : WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-01-31	$0
Total plan liabilities at beginning of year	2017-01-31	$0
Total income from all sources	2017-01-31	$31,715
Expenses. Total of all expenses incurred	2017-01-31	$1,627
Total plan assets at end of year	2017-01-31	$478,001
Total plan assets at beginning of year	2017-01-31	$447,913
Value of fidelity bond covering the plan	2017-01-31	$170,000
Other income received	2017-01-31	$31,715
Net income (gross income less expenses)	2017-01-31	$30,088
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$478,001
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$447,913
Assets. Value of assets in partnership/joint-venture interests	2017-01-31	$5,000
Assets. Value of real-estate (other than employer real property)	2017-01-31	$30,122
Expenses. Administrative service providers (salaries,fees and commissions)	2017-01-31	$1,627
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-01-31	$0
2016 : WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-01-31	$0
Total plan liabilities at beginning of year	2016-01-31	$0
Total income from all sources	2016-01-31	$-180,903
Expenses. Total of all expenses incurred	2016-01-31	$24,592
Benefits paid (including direct rollovers)	2016-01-31	$11,010
Total plan assets at end of year	2016-01-31	$447,913
Total plan assets at beginning of year	2016-01-31	$653,408
Value of fidelity bond covering the plan	2016-01-31	$170,000
Other income received	2016-01-31	$-180,903
Net income (gross income less expenses)	2016-01-31	$-205,495
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$447,913
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$653,408
Assets. Value of assets in partnership/joint-venture interests	2016-01-31	$5,000
Assets. Value of real-estate (other than employer real property)	2016-01-31	$46,055
Expenses. Administrative service providers (salaries,fees and commissions)	2016-01-31	$13,582
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-01-31	$0
2015 : WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-01-31	$0
Total plan liabilities at beginning of year	2015-01-31	$0
Total income from all sources	2015-01-31	$-3,982
Expenses. Total of all expenses incurred	2015-01-31	$4,944
Total plan assets at end of year	2015-01-31	$653,408
Total plan assets at beginning of year	2015-01-31	$662,334
Value of fidelity bond covering the plan	2015-01-31	$73,000
Other income received	2015-01-31	$-3,982
Net income (gross income less expenses)	2015-01-31	$-8,926
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$653,408
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$662,334
Assets. Value of assets in partnership/joint-venture interests	2015-01-31	$5,000
Assets. Value of real-estate (other than employer real property)	2015-01-31	$48,383
Expenses. Administrative service providers (salaries,fees and commissions)	2015-01-31	$4,944
2014 : WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-01-31	$0
Total plan liabilities at beginning of year	2014-01-31	$0
Total income from all sources	2014-01-31	$72,568
Expenses. Total of all expenses incurred	2014-01-31	$13,238
Benefits paid (including direct rollovers)	2014-01-31	$10,326
Total plan assets at end of year	2014-01-31	$662,334
Total plan assets at beginning of year	2014-01-31	$603,004
Value of fidelity bond covering the plan	2014-01-31	$73,000
Other income received	2014-01-31	$72,568
Net income (gross income less expenses)	2014-01-31	$59,330
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$662,334
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$603,004
Assets. Value of assets in partnership/joint-venture interests	2014-01-31	$5,000
Assets. Value of real-estate (other than employer real property)	2014-01-31	$56,436
Expenses. Administrative service providers (salaries,fees and commissions)	2014-01-31	$2,912
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-01-31	$0
Total plan liabilities at beginning of year	2013-01-31	$0
Total income from all sources	2013-01-31	$-85,373
Expenses. Total of all expenses incurred	2013-01-31	$3,534
Total plan assets at end of year	2013-01-31	$603,004
Total plan assets at beginning of year	2013-01-31	$691,911
Value of fidelity bond covering the plan	2013-01-31	$73,000
Expenses. Other expenses not covered elsewhere	2013-01-31	$3,534
Other income received	2013-01-31	$-85,373
Net income (gross income less expenses)	2013-01-31	$-88,907
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$603,004
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$691,911
Assets. Value of assets in partnership/joint-venture interests	2013-01-31	$5,000
Assets. Value of real-estate (other than employer real property)	2013-01-31	$63,049
2012 : WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-01-31	$0
Total plan liabilities at beginning of year	2012-01-31	$0
Total income from all sources	2012-01-31	$-106,494
Expenses. Total of all expenses incurred	2012-01-31	$3,843
Total plan assets at end of year	2012-01-31	$691,911
Total plan assets at beginning of year	2012-01-31	$802,248
Value of fidelity bond covering the plan	2012-01-31	$73,000
Assets. Value of tangible personal property	2012-01-31	$12,600
Assets. Value of loans (other than to participants)	2012-01-31	$180,169
Expenses. Other expenses not covered elsewhere	2012-01-31	$293
Other income received	2012-01-31	$-106,494
Net income (gross income less expenses)	2012-01-31	$-110,337
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$691,911
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$802,248
Assets. Value of assets in partnership/joint-venture interests	2012-01-31	$5,000
Assets. Value of real-estate (other than employer real property)	2012-01-31	$5,000
Total contributions received or receivable from employer(s)	2012-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$3,550
2011 : WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-01-31	$0
Total plan liabilities at beginning of year	2011-01-31	$0
Total income from all sources	2011-01-31	$50,979
Expenses. Total of all expenses incurred	2011-01-31	$3,185
Total plan assets at end of year	2011-01-31	$802,248
Total plan assets at beginning of year	2011-01-31	$754,454
Value of fidelity bond covering the plan	2011-01-31	$170,000
Assets. Value of tangible personal property	2011-01-31	$12,600
Assets. Value of loans (other than to participants)	2011-01-31	$119,825
Expenses. Other expenses not covered elsewhere	2011-01-31	$255
Other income received	2011-01-31	$50,979
Net income (gross income less expenses)	2011-01-31	$47,794
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$802,248
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$754,454
Assets. Value of assets in partnership/joint-venture interests	2011-01-31	$5,000
Assets. Value of real-estate (other than employer real property)	2011-01-31	$5,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$2,930

Form 5500 Responses for WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN

2021: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	Submission has been amended	No
2021-02-01	This submission is the final filing	Yes
2021-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-02-01	Plan is a collectively bargained plan	No
2021-02-01	Plan funding arrangement – Trust	Yes
2021-02-01	Plan benefit arrangement - Trust	Yes
2020: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Submission has been amended	No
2020-02-01	This submission is the final filing	No
2020-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-02-01	Plan is a collectively bargained plan	No
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Submission has been amended	No
2019-02-01	This submission is the final filing	No
2019-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-02-01	Plan is a collectively bargained plan	No
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Submission has been amended	No
2015-02-01	This submission is the final filing	No
2015-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-02-01	Plan is a collectively bargained plan	No
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: WARD T. BELL & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WARD T. BELL & ASSOCIATES, INC.
Employer identification number (EIN):	860417827
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages