DANIEL B. JONES CLU, CHFC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DANIEL B. JONES CLU, CHFC 401(K) PLAN
401k plan membership statisitcs for DANIEL B. JONES CLU, CHFC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: DANIEL B. JONES CLU, CHFC 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-04-01 | 13 |
| Total number of particpants at end of year | 2025-04-01 | 14 |
| Number of Participants With Account Balances | 2025-04-01 | 14 |
| 2024: DANIEL B. JONES CLU, CHFC 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-11 | 12 |
| Total number of particpants at end of year | 2024-07-11 | 11 |
| Number of Participants With Account Balances | 2024-07-11 | 11 |
| 2022: DANIEL B. JONES CLU, CHFC 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-09-28 | 11 |
| Total number of particpants at end of year | 2022-09-28 | 9 |
| Number of Participants With Account Balances | 2022-09-28 | 9 |
| 2012: DANIEL B. JONES CLU, CHFC 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : DANIEL B. JONES CLU, CHFC 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-01 | 97106 |
| Net assets as of the end of the plan year | 2025-04-01 | 1638004 |
| Total assets as of the beginning of the plan year | 2025-04-01 | 1361430 |
| Value of plan covered by a fidelity bond | 2025-04-01 | 201500 |
| Participant contributions to plan in this plan year | 2025-04-01 | 59043 |
| Other income to plan in this plan year | 2025-04-01 | 243690 |
| Plan net income in this plan year | 2025-04-01 | 276574 |
| Net assets as of the end of the plan year | 2025-04-01 | 1638004 |
| Net assets as of the beginning of the plan year | 2025-04-01 | 1361430 |
| Employer contributions to plan in this plan year | 2025-04-01 | 70947 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-01 | 335 |
| 2024 : DANIEL B. JONES CLU, CHFC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-11 | 1026 |
| Net assets as of the end of the plan year | 2024-07-11 | 1361430 |
| Total assets as of the beginning of the plan year | 2024-07-11 | 987960 |
| Value of plan covered by a fidelity bond | 2024-07-11 | 201500 |
| Participant contributions to plan in this plan year | 2024-07-11 | 56606 |
| Other income to plan in this plan year | 2024-07-11 | 247287 |
| Plan net income in this plan year | 2024-07-11 | 373470 |
| Net assets as of the end of the plan year | 2024-07-11 | 1361430 |
| Net assets as of the beginning of the plan year | 2024-07-11 | 987960 |
| Employer contributions to plan in this plan year | 2024-07-11 | 70603 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-11 | 400 |
| 2022 : DANIEL B. JONES CLU, CHFC 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-28 | 1851 |
| Net assets as of the end of the plan year | 2022-09-28 | 1272516 |
| Total assets as of the beginning of the plan year | 2022-09-28 | 1005032 |
| Value of plan covered by a fidelity bond | 2022-09-28 | 100504 |
| Participant contributions to plan in this plan year | 2022-09-28 | 46710 |
| Other income to plan in this plan year | 2022-09-28 | 163258 |
| Plan net income in this plan year | 2022-09-28 | 267484 |
| Net assets as of the end of the plan year | 2022-09-28 | 1272516 |
| Net assets as of the beginning of the plan year | 2022-09-28 | 1005032 |
| Employer contributions to plan in this plan year | 2022-09-28 | 59367 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-28 | 350 |
| 2012 : DANIEL B. JONES CLU, CHFC 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $37,071 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $37,022 |
| Total plan assets at beginning of year | 2012-12-31 | $0 |
| Value of fidelity bond covering the plan | 2012-12-31 | $10,000 |
| Assets. Value of tangible personal property | 2012-12-31 | $0 |
| Total contributions received or receivable from participants | 2012-12-31 | $19,386 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $49 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $37,071 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $37,022 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2012-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2012-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $0 |
| Assets. Value of employer securities | 2012-12-31 | $0 |
| Assets. Value of employer real property | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $17,636 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
