NORM WALLACE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Additional information about NORM WALLACE AGENCY, INC.
Submission information for form 5500 for 401k plan NORM WALLACE AGENCY, INC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-06-30 | $982,706 |
| Total plan assets at end of year | 2024-06-30 | $4,849,710 |
| Total plan assets at beginning of year | 2024-06-30 | $3,867,004 |
| Other income received | 2024-06-30 | $922,986 |
| Net income (gross income less expenses) | 2024-06-30 | $982,706 |
| Net plan assets at end of year (total assets less liabilities) | 2024-06-30 | $4,849,710 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-06-30 | $3,867,004 |
| Total contributions received or receivable from employer(s) | 2024-06-30 | $59,720 |
| 2023 : NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-06-30 | $693,141 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $710,521 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $710,521 |
| Total plan assets at end of year | 2023-06-30 | $3,867,004 |
| Total plan assets at beginning of year | 2023-06-30 | $3,884,384 |
| Other income received | 2023-06-30 | $633,481 |
| Net income (gross income less expenses) | 2023-06-30 | $-17,380 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $3,867,004 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $3,884,384 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $59,660 |
| 2022 : NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $25,705 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $1,001 |
| Total plan assets at end of year | 2022-06-30 | $3,884,384 |
| Total plan assets at beginning of year | 2022-06-30 | $3,859,680 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $1,001 |
| Other income received | 2022-06-30 | $-39,169 |
| Net income (gross income less expenses) | 2022-06-30 | $24,704 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $3,884,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $3,859,680 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $64,874 |
| Funding deficiency by the employer to the plan for this plan year | 2022-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2022-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2022-06-30 | $0 |
| 2021 : NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $1,062,836 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $1,012,592 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $1,011,792 |
| Total plan assets at end of year | 2021-06-30 | $3,859,680 |
| Total plan assets at beginning of year | 2021-06-30 | $3,809,436 |
| Value of fidelity bond covering the plan | 2021-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $800 |
| Other income received | 2021-06-30 | $1,008,066 |
| Net income (gross income less expenses) | 2021-06-30 | $50,244 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $3,859,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $3,809,436 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $54,770 |
| Funding deficiency by the employer to the plan for this plan year | 2021-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2021-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-06-30 | $0 |
| 2020 : NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $343,570 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $402,097 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $401,297 |
| Total plan assets at end of year | 2020-06-30 | $3,809,436 |
| Total plan assets at beginning of year | 2020-06-30 | $3,867,963 |
| Value of fidelity bond covering the plan | 2020-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $800 |
| Other income received | 2020-06-30 | $225,308 |
| Net income (gross income less expenses) | 2020-06-30 | $-58,527 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $3,809,436 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $3,867,963 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $118,262 |
| Funding deficiency by the employer to the plan for this plan year | 2020-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2020-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2020-06-30 | $0 |
| 2019 : NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $1,154,997 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $6,408,282 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $6,407,482 |
| Total plan assets at end of year | 2019-06-30 | $3,850,871 |
| Total plan assets at beginning of year | 2019-06-30 | $9,104,156 |
| Value of fidelity bond covering the plan | 2019-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $800 |
| Other income received | 2019-06-30 | $1,053,583 |
| Net income (gross income less expenses) | 2019-06-30 | $-5,253,285 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $3,850,871 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $9,104,156 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $101,414 |
| Funding deficiency by the employer to the plan for this plan year | 2019-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2019-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-06-30 | $0 |
| 2018 : NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $1,608,181 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $552,789 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $551,989 |
| Total plan assets at end of year | 2018-06-30 | $9,104,156 |
| Total plan assets at beginning of year | 2018-06-30 | $8,048,764 |
| Value of fidelity bond covering the plan | 2018-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-06-30 | $800 |
| Other income received | 2018-06-30 | $1,483,454 |
| Net income (gross income less expenses) | 2018-06-30 | $1,055,392 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $9,104,156 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $8,048,764 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $124,727 |
| Funding deficiency by the employer to the plan for this plan year | 2018-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2018-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-06-30 | $0 |
| 2017 : NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $1,373,275 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $471,428 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $470,628 |
| Total plan assets at end of year | 2017-06-30 | $8,048,764 |
| Total plan assets at beginning of year | 2017-06-30 | $7,146,917 |
| Value of fidelity bond covering the plan | 2017-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $800 |
| Other income received | 2017-06-30 | $1,245,656 |
| Net income (gross income less expenses) | 2017-06-30 | $901,847 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $8,048,764 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $7,146,917 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $127,619 |
| 2016 : NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $486,694 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $279,342 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $278,092 |
| Total plan assets at end of year | 2016-06-30 | $7,146,917 |
| Total plan assets at beginning of year | 2016-06-30 | $6,939,565 |
| Value of fidelity bond covering the plan | 2016-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $1,250 |
| Other income received | 2016-06-30 | $345,256 |
| Net income (gross income less expenses) | 2016-06-30 | $207,352 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $7,146,917 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $6,939,565 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $141,438 |
| Funding deficiency by the employer to the plan for this plan year | 2016-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2016-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-06-30 | $0 |
| 2015 : NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $471,967 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $221,071 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $220,271 |
| Total plan assets at end of year | 2015-06-30 | $6,939,565 |
| Total plan assets at beginning of year | 2015-06-30 | $6,688,669 |
| Value of fidelity bond covering the plan | 2015-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $800 |
| Other income received | 2015-06-30 | $332,129 |
| Net income (gross income less expenses) | 2015-06-30 | $250,896 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $6,939,565 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $6,688,669 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $139,838 |
| Funding deficiency by the employer to the plan for this plan year | 2015-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2015-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-06-30 | $0 |
| 2014 : NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $860,909 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $169,884 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $169,084 |
| Total plan assets at end of year | 2014-06-30 | $6,688,669 |
| Total plan assets at beginning of year | 2014-06-30 | $5,997,644 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $800 |
| Other income received | 2014-06-30 | $736,374 |
| Net income (gross income less expenses) | 2014-06-30 | $691,025 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $6,688,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $5,997,644 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $124,535 |
| 2013 : NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $692,273 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $149,074 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $147,909 |
| Total plan assets at end of year | 2013-06-30 | $5,997,644 |
| Total plan assets at beginning of year | 2013-06-30 | $5,454,445 |
| Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $1,165 |
| Other income received | 2013-06-30 | $560,348 |
| Net income (gross income less expenses) | 2013-06-30 | $543,199 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $5,997,644 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $5,454,445 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $131,925 |
| Funding deficiency by the employer to the plan for this plan year | 2013-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $0 |
| 2012 : NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $347,241 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $126,770 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $126,070 |
| Total plan assets at end of year | 2012-06-30 | $5,454,445 |
| Total plan assets at beginning of year | 2012-06-30 | $5,233,974 |
| Value of fidelity bond covering the plan | 2012-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $700 |
| Other income received | 2012-06-30 | $220,944 |
| Net income (gross income less expenses) | 2012-06-30 | $220,471 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $5,454,445 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $5,233,974 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $126,297 |
| Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $0 |
| 2011 : NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $843,606 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $108,543 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $107,843 |
| Total plan assets at end of year | 2011-06-30 | $5,233,974 |
| Total plan assets at beginning of year | 2011-06-30 | $4,498,911 |
| Value of fidelity bond covering the plan | 2011-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $700 |
| Other income received | 2011-06-30 | $700,967 |
| Net income (gross income less expenses) | 2011-06-30 | $735,063 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $5,233,974 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $4,498,911 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $142,639 |
| 2023: NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-07-01 | Type of plan entity | Single employer plan |
| 2023-07-01 | Plan funding arrangement – Trust | Yes |
| 2023-07-01 | Plan benefit arrangement - Trust | Yes |
| 2022: NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: NORM WALLACE AGENCY, INC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
