BELL-ANDERSON AGENCY, INC. has sponsored the creation of one or more 401k plans.
Additional information about BELL-ANDERSON AGENCY, INC.
Submission information for form 5500 for 401k plan BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2018: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 0 |
| Number of participants with account balances | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 51 |
| Total of all active and inactive participants | 2017-01-01 | 98 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 99 |
| Number of participants with account balances | 2017-01-01 | 99 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 77 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 13 |
| Total of all active and inactive participants | 2016-01-01 | 97 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 98 |
| Number of participants with account balances | 2016-01-01 | 98 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 90 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 74 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
| Total of all active and inactive participants | 2015-01-01 | 95 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 95 |
| Number of participants with account balances | 2015-01-01 | 95 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
| 2014: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 61 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
| Total of all active and inactive participants | 2014-01-01 | 89 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 90 |
| Number of participants with account balances | 2014-01-01 | 90 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
| 2013: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 68 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 18 |
| Total of all active and inactive participants | 2013-01-01 | 95 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 95 |
| Number of participants with account balances | 2013-01-01 | 95 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
| 2012: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 17 |
| Total of all active and inactive participants | 2012-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 85 |
| Number of participants with account balances | 2012-01-01 | 85 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 21 |
| Total of all active and inactive participants | 2011-01-01 | 79 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 79 |
| Number of participants with account balances | 2011-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
| 2010: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-12-30 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-12-30 | 68 |
| Number of retired or separated participants receiving benefits | 2010-12-30 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-12-30 | 7 |
| Total of all active and inactive participants | 2010-12-30 | 75 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-12-30 | 0 |
| Total participants | 2010-12-30 | 75 |
| Number of participants with account balances | 2010-12-30 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-12-30 | 0 |
| Measure | Date | Value |
|---|
| 2018 : BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $72,942 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,540,781 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,495,750 |
| Total plan assets at end of year | 2018-12-31 | $0 |
| Total plan assets at beginning of year | 2018-12-31 | $2,467,839 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Other income received | 2018-12-31 | $72,942 |
| Net income (gross income less expenses) | 2018-12-31 | $-2,467,839 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,467,839 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $45,031 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $33,507 |
| Total income from all sources | 2017-12-31 | $7,967,310 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $7,719,356 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $7,708,551 |
| Total plan assets at end of year | 2017-12-31 | $2,467,839 |
| Total plan assets at beginning of year | 2017-12-31 | $2,253,392 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Other income received | 2017-12-31 | $7,967,310 |
| Net income (gross income less expenses) | 2017-12-31 | $247,954 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,467,839 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,219,885 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $10,805 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $33,507 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $-449,055 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $187,971 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $187,876 |
| Total plan assets at end of year | 2016-12-31 | $2,253,392 |
| Total plan assets at beginning of year | 2016-12-31 | $2,856,911 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $95 |
| Other income received | 2016-12-31 | $-469,055 |
| Net income (gross income less expenses) | 2016-12-31 | $-637,026 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,219,885 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,856,911 |
| Assets. Value of employer securities | 2016-12-31 | $2,101,625 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $20,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $3,907 |
| Total income from all sources | 2015-12-31 | $288,846 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $214,965 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $214,965 |
| Total plan assets at end of year | 2015-12-31 | $2,856,911 |
| Total plan assets at beginning of year | 2015-12-31 | $2,786,937 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Other income received | 2015-12-31 | $148,846 |
| Net income (gross income less expenses) | 2015-12-31 | $73,881 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,856,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,783,030 |
| Assets. Value of employer securities | 2015-12-31 | $2,720,555 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $140,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $3,907 |
| Total plan liabilities at beginning of year | 2014-12-31 | $21,185 |
| Total income from all sources | 2014-12-31 | $190,415 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $196,446 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $196,446 |
| Total plan assets at end of year | 2014-12-31 | $2,786,937 |
| Total plan assets at beginning of year | 2014-12-31 | $2,810,246 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Other income received | 2014-12-31 | $190,415 |
| Net income (gross income less expenses) | 2014-12-31 | $-6,031 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,783,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,789,061 |
| Assets. Value of employer securities | 2014-12-31 | $2,646,747 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $21,185 |
| Total plan liabilities at beginning of year | 2013-12-31 | $3,966 |
| Total income from all sources | 2013-12-31 | $784,178 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $126,361 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $126,361 |
| Total plan assets at end of year | 2013-12-31 | $2,810,246 |
| Total plan assets at beginning of year | 2013-12-31 | $2,135,210 |
| Value of fidelity bond covering the plan | 2013-12-31 | $2,000,000 |
| Other income received | 2013-12-31 | $751,582 |
| Net income (gross income less expenses) | 2013-12-31 | $657,817 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,789,061 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,131,244 |
| Assets. Value of employer securities | 2013-12-31 | $2,634,895 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $32,596 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $3,966 |
| Total income from all sources | 2012-12-31 | $205,353 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $67,164 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $67,018 |
| Total plan assets at end of year | 2012-12-31 | $2,135,210 |
| Total plan assets at beginning of year | 2012-12-31 | $1,993,055 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $146 |
| Other income received | 2012-12-31 | $205,353 |
| Net income (gross income less expenses) | 2012-12-31 | $138,189 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,131,244 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,993,055 |
| Assets. Value of employer securities | 2012-12-31 | $2,046,679 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $167,110 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $13,600 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $13,600 |
| Total plan assets at end of year | 2011-12-31 | $1,993,055 |
| Total plan assets at beginning of year | 2011-12-31 | $1,839,545 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $167,110 |
| Net income (gross income less expenses) | 2011-12-31 | $153,510 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,993,055 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,839,545 |
| Assets. Value of employer securities | 2011-12-31 | $1,993,055 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $1,839,545 |
| Total income from all sources | 2010-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,839,545 |
| Total plan assets at beginning of year | 2010-12-31 | $0 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Net income (gross income less expenses) | 2010-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,839,545 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| Assets. Value of employer securities | 2010-12-31 | $1,824,717 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2018: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | Yes |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BELL-ANDERSON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses |
|---|
| 2010-12-30 | Type of plan entity | Single employer plan |
| 2010-12-30 | First time form 5500 has been submitted | Yes |
| 2010-12-30 | Submission has been amended | No |
| 2010-12-30 | This submission is the final filing | No |
| 2010-12-30 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2010-12-30 | Plan is a collectively bargained plan | No |
| 2010-12-30 | Plan funding arrangement – Trust | Yes |
| 2010-12-30 | Plan benefit arrangement - Trust | Yes |
