401k Plan data: BELL-ANDERSON AGENCY, INC. 401(K) PLAN plan

BELL-ANDERSON AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan Name	BELL-ANDERSON AGENCY, INC. 401(K) PLAN
Plan identification number	002

BELL-ANDERSON AGENCY, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
The employer maintaining this ESOP is an S Corporation
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

BELL-ANDERSON AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: BELL-ANDERSON AGENCY, INC.

Employer identification number (EIN): 910756278

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about BELL-ANDERSON AGENCY, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1963-08-01

Company Identification Number: 173004007

Legal Registered Office Address: 300 DESCHUTES WAY SW STE 208 MC-CSC1

TUMWATER
United States of America (USA)
98501

More information about BELL-ANDERSON AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELL-ANDERSON AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 JIM SHARP 2019-10-14
002 2018-01-01 JIM SHARP 2019-07-22
002 2017-01-01 LEE LICHTENSTEIN 2018-09-05
002 2009-01-01 MONICA KIRK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	JIM SHARP	2019-10-14
002	2018-01-01	JIM SHARP	2019-07-22
002	2017-01-01	LEE LICHTENSTEIN	2018-09-05
002	2009-01-01	MONICA KIRK

Plan Statistics for BELL-ANDERSON AGENCY, INC. 401(K) PLAN

401k plan membership statisitcs for BELL-ANDERSON AGENCY, INC. 401(K) PLAN

Measure Date Value
2009: BELL-ANDERSON AGENCY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 67
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 22
Total of all active and inactive participants 2009-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 89
Number of participants with account balances 2009-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2009: BELL-ANDERSON AGENCY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	67
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	22
Total of all active and inactive participants	2009-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	89
Number of participants with account balances	2009-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on BELL-ANDERSON AGENCY, INC. 401(K) PLAN

Measure	Date	Value
2010 : BELL-ANDERSON AGENCY, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-1,839,545
Total plan liabilities at beginning of year	2010-12-31	$11,287
Total income from all sources	2010-12-31	$857,263
Expenses. Total of all expenses incurred	2010-12-31	$1,515,220
Benefits paid (including direct rollovers)	2010-12-31	$1,513,550
Total plan assets at end of year	2010-12-31	$3,242,045
Total plan assets at beginning of year	2010-12-31	$5,750,834
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$236,723
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,670
Contributions received from other sources (not participants or employers)	2010-12-31	$4,785
Other income received	2010-12-31	$305,340
Net income (gross income less expenses)	2010-12-31	$-657,957
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,242,045
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,739,547
Assets. Value of employer securities	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$310,415
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BELL-ANDERSON AGENCY, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BELL-ANDERSON AGENCY, INC. 401(K) PLAN

2009: BELL-ANDERSON AGENCY, INC. 401(K) PLAN 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

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Company Name:	BELL-ANDERSON AGENCY, INC.
Employer identification number (EIN):	910756278
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1963-08-01
Company Identification Number:	173004007
Legal Registered Office Address:	300 DESCHUTES WAY SW STE 208 MC-CSC1 TUMWATER United States of America (USA) 98501