J & B INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Additional information about J & B INSURANCE AGENCY, INC.
Submission information for form 5500 for 401k plan J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN
401k plan membership statisitcs for J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2021: J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 0 |
| Number of participants with account balances | 2021-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 16 |
| Number of participants with account balances | 2020-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 14 |
| Number of participants with account balances | 2019-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 13 |
| 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 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 14 |
| Number of participants with account balances | 2018-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2007: J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 4 |
| Total of all active and inactive participants | 2007-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 23 |
| Number of participants with account balances | 2007-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-02 | $0 |
| Total plan liabilities at end of year | 2021-12-02 | $0 |
| Total plan liabilities at beginning of year | 2021-12-02 | $0 |
| Total income from all sources | 2021-12-02 | $285,979 |
| Expenses. Total of all expenses incurred | 2021-12-02 | $2,179,882 |
| Benefits paid (including direct rollovers) | 2021-12-02 | $2,175,281 |
| Total plan assets at end of year | 2021-12-02 | $0 |
| Total plan assets at beginning of year | 2021-12-02 | $1,893,903 |
| Value of fidelity bond covering the plan | 2021-12-02 | $65,000 |
| Total contributions received or receivable from participants | 2021-12-02 | $26,069 |
| Expenses. Other expenses not covered elsewhere | 2021-12-02 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-02 | $0 |
| Other income received | 2021-12-02 | $259,910 |
| Noncash contributions received | 2021-12-02 | $0 |
| Net income (gross income less expenses) | 2021-12-02 | $-1,893,903 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-02 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-02 | $1,893,903 |
| Assets. Value of participant loans | 2021-12-02 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-02 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-02 | $0 |
| Value of corrective distributions | 2021-12-02 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-02 | $4,601 |
| 2020 : J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $317,132 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,613 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $1,893,903 |
| Total plan assets at beginning of year | 2020-12-31 | $1,579,384 |
| Value of fidelity bond covering the plan | 2020-12-31 | $65,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $38,881 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $278,251 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $314,519 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,893,903 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,579,384 |
| Assets. Value of participant loans | 2020-12-31 | $18,782 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $-104 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,717 |
| 2019 : J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $317,951 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $4,085 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $1,579,384 |
| Total plan assets at beginning of year | 2019-12-31 | $1,265,518 |
| Value of fidelity bond covering the plan | 2019-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $31,979 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $285,972 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $313,866 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,579,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,265,518 |
| Assets. Value of participant loans | 2019-12-31 | $24,186 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $1,879 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,206 |
| 2018 : J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| 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 | $63,006 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $327 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $1,265,518 |
| Total plan assets at beginning of year | 2018-12-31 | $1,202,839 |
| Value of fidelity bond covering the plan | 2018-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $28,734 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $34,272 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $62,679 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,265,518 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,202,839 |
| Assets. Value of participant loans | 2018-12-31 | $21,681 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $46 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $281 |
| 2021: J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | Yes |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING 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 | No |
| 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 |
| 2007: J & B INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
