401k Plan data: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT plan

ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 401k Plan overview

Plan Name	ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT
Plan identification number	001

ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

ROBERT STENQUIST INS AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT STENQUIST INS AGENCY, INC.

Employer identification number (EIN): 860810981

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ROBERT P STENQUIST
001 2017-01-01 ROBERT P STENQUIST
001 2016-01-01 ROBERT P STENQUIST
001 2015-01-01 ROBERT P STENQUIST
001 2014-01-01 ROBERT P STENQUIST
001 2013-01-01 ROBERT P STENQUIST
001 2012-01-01 ROBERT P STENQUIST

Plan Statistics for ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT

401k plan membership statisitcs for ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT

Measure Date Value
2023: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 5
Total of all active and inactive participants 2023-01-01 5
Total participants 2023-01-01 5
Number of participants with account balances 2023-01-01 5
2022: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Total of all active and inactive participants 2022-01-01 4
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
2021: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Total of all active and inactive participants 2021-01-01 3
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
2020: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Total of all active and inactive participants 2020-01-01 3
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
2019: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Total of all active and inactive participants 2019-01-01 3
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
2018: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Total of all active and inactive participants 2018-01-01 3
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
2017: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Total of all active and inactive participants 2017-01-01 3
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
2016: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 3
2015: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
2014: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
2013: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
2012: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2

Measure	Date	Value
2023: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	5
Total of all active and inactive participants	2023-01-01	5
Total participants	2023-01-01	5
Number of participants with account balances	2023-01-01	5
2022: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Total of all active and inactive participants	2022-01-01	4
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
2021: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Total of all active and inactive participants	2021-01-01	3
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
2020: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Total of all active and inactive participants	2020-01-01	3
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
2019: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Total of all active and inactive participants	2019-01-01	3
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
2018: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Total of all active and inactive participants	2018-01-01	3
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
2017: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Total of all active and inactive participants	2017-01-01	3
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
2016: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	3
2015: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
2014: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
2013: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
2012: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2

Financial Data on ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT

Measure	Date	Value
2023 : ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2023 401k financial data
Total income from all sources	2023-12-31	$97,339
Expenses. Total of all expenses incurred	2023-12-31	$650
Total plan assets at end of year	2023-12-31	$1,422,897
Total plan assets at beginning of year	2023-12-31	$1,326,208
Total contributions received or receivable from participants	2023-12-31	$64,150
Expenses. Other expenses not covered elsewhere	2023-12-31	$650
Other income received	2023-12-31	$26,084
Net income (gross income less expenses)	2023-12-31	$96,689
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,422,897
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,326,208
Assets. Value of real-estate (other than employer real property)	2023-12-31	$1,337,700
Total contributions received or receivable from employer(s)	2023-12-31	$7,105
2022 : ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2022 401k financial data
Total income from all sources	2022-12-31	$118,293
Expenses. Total of all expenses incurred	2022-12-31	$550
Total plan assets at end of year	2022-12-31	$1,326,208
Total plan assets at beginning of year	2022-12-31	$1,208,465
Total contributions received or receivable from participants	2022-12-31	$56,900
Expenses. Other expenses not covered elsewhere	2022-12-31	$550
Other income received	2022-12-31	$55,749
Net income (gross income less expenses)	2022-12-31	$117,743
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,326,208
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,208,465
Assets. Value of real-estate (other than employer real property)	2022-12-31	$1,264,800
Total contributions received or receivable from employer(s)	2022-12-31	$5,644
2021 : ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2021 401k financial data
Total income from all sources	2021-12-31	$264,789
Expenses. Total of all expenses incurred	2021-12-31	$781
Total plan assets at end of year	2021-12-31	$1,208,465
Total plan assets at beginning of year	2021-12-31	$944,457
Total contributions received or receivable from participants	2021-12-31	$54,600
Expenses. Other expenses not covered elsewhere	2021-12-31	$781
Other income received	2021-12-31	$206,292
Net income (gross income less expenses)	2021-12-31	$264,008
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,208,465
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$944,457
Assets. Value of real-estate (other than employer real property)	2021-12-31	$947,900
Total contributions received or receivable from employer(s)	2021-12-31	$3,897
2020 : ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2020 401k financial data
Total income from all sources	2020-12-31	$170,844
Expenses. Total of all expenses incurred	2020-12-31	$420
Total plan assets at end of year	2020-12-31	$944,457
Total plan assets at beginning of year	2020-12-31	$774,033
Total contributions received or receivable from participants	2020-12-31	$54,600
Expenses. Other expenses not covered elsewhere	2020-12-31	$420
Other income received	2020-12-31	$112,165
Net income (gross income less expenses)	2020-12-31	$170,424
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$944,457
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$774,033
Assets. Value of real-estate (other than employer real property)	2020-12-31	$831,747
Total contributions received or receivable from employer(s)	2020-12-31	$4,079
2019 : ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2019 401k financial data
Total income from all sources	2019-12-31	$169,859
Expenses. Total of all expenses incurred	2019-12-31	$42,265
Benefits paid (including direct rollovers)	2019-12-31	$41,845
Total plan assets at end of year	2019-12-31	$774,033
Total plan assets at beginning of year	2019-12-31	$646,439
Total contributions received or receivable from participants	2019-12-31	$56,500
Expenses. Other expenses not covered elsewhere	2019-12-31	$420
Other income received	2019-12-31	$108,452
Net income (gross income less expenses)	2019-12-31	$127,594
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$774,033
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$646,439
Assets. Value of real-estate (other than employer real property)	2019-12-31	$738,895
Total contributions received or receivable from employer(s)	2019-12-31	$4,907
2018 : ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2018 401k financial data
Total income from all sources	2018-12-31	$53,380
Expenses. Total of all expenses incurred	2018-12-31	$339
Total plan assets at end of year	2018-12-31	$646,439
Total plan assets at beginning of year	2018-12-31	$593,398
Total contributions received or receivable from participants	2018-12-31	$34,690
Expenses. Other expenses not covered elsewhere	2018-12-31	$339
Other income received	2018-12-31	$15,255
Net income (gross income less expenses)	2018-12-31	$53,041
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$646,439
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$593,398
Assets. Value of real-estate (other than employer real property)	2018-12-31	$480,968
Total contributions received or receivable from employer(s)	2018-12-31	$3,435
2017 : ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k financial data
Total income from all sources	2017-12-31	$48,146
Expenses. Total of all expenses incurred	2017-12-31	$1,000
Total plan assets at end of year	2017-12-31	$593,398
Total plan assets at beginning of year	2017-12-31	$546,252
Total contributions received or receivable from participants	2017-12-31	$33,660
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,000
Other income received	2017-12-31	$11,109
Net income (gross income less expenses)	2017-12-31	$47,146
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$593,398
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$546,252
Assets. Value of real-estate (other than employer real property)	2017-12-31	$476,902
Total contributions received or receivable from employer(s)	2017-12-31	$3,377
2016 : ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k financial data
Total income from all sources	2016-12-31	$20,140
Expenses. Total of all expenses incurred	2016-12-31	$15,998
Benefits paid (including direct rollovers)	2016-12-31	$15,998
Total plan assets at end of year	2016-12-31	$546,252
Total plan assets at beginning of year	2016-12-31	$542,110
Value of fidelity bond covering the plan	2016-12-31	$75,000
Total contributions received or receivable from participants	2016-12-31	$34,980
Other income received	2016-12-31	$-18,991
Net income (gross income less expenses)	2016-12-31	$4,142
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$546,252
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$542,110
Assets. Value of real-estate (other than employer real property)	2016-12-31	$410,989
Total contributions received or receivable from employer(s)	2016-12-31	$4,151
2015 : ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k financial data
Total income from all sources	2015-12-31	$51,126
Total plan assets at end of year	2015-12-31	$542,110
Total plan assets at beginning of year	2015-12-31	$490,984
Value of fidelity bond covering the plan	2015-12-31	$75,000
Total contributions received or receivable from participants	2015-12-31	$35,720
Other income received	2015-12-31	$10,870
Net income (gross income less expenses)	2015-12-31	$51,126
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$542,110
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$490,984
Assets. Value of real-estate (other than employer real property)	2015-12-31	$413,979
Total contributions received or receivable from employer(s)	2015-12-31	$4,536
2014 : ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k financial data
Total income from all sources	2014-12-31	$40,268
Total plan assets at end of year	2014-12-31	$490,984
Total plan assets at beginning of year	2014-12-31	$450,716
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$35,720
Other income received	2014-12-31	$669
Net income (gross income less expenses)	2014-12-31	$40,268
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$490,984
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$450,716
Assets. Value of real-estate (other than employer real property)	2014-12-31	$400,000
Total contributions received or receivable from employer(s)	2014-12-31	$3,879
2013 : ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k financial data
Total income from all sources	2013-12-31	$32,710
Total plan assets at end of year	2013-12-31	$450,716
Total plan assets at beginning of year	2013-12-31	$418,006
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$31,420
Other income received	2013-12-31	$-2,766
Net income (gross income less expenses)	2013-12-31	$32,710
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$450,716
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$418,006
Assets. Value of real-estate (other than employer real property)	2013-12-31	$400,000
Total contributions received or receivable from employer(s)	2013-12-31	$4,056
2012 : ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k financial data
Total income from all sources	2012-12-31	$418,006
Total plan assets at end of year	2012-12-31	$418,006
Contributions received from other sources (not participants or employers)	2012-12-31	$371,356
Other income received	2012-12-31	$46,650
Net income (gross income less expenses)	2012-12-31	$418,006
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$418,006
Assets. Value of real-estate (other than employer real property)	2012-12-31	$400,000

Form 5500 Responses for ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT

2023: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT STENQUIST INS AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT STENQUIST INS AGENCY, INC.
Employer identification number (EIN):	860810981
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages