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J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 401k Plan overview

Plan NameJ ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN
Plan identification number 001

J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

J ERIC RHODES INSURANCE AGENCY INC. PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name:J ERIC RHODES INSURANCE AGENCY INC. PROFIT SHARING PLAN
Employer identification number (EIN):412004581
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012018-01-01
0012017-01-01
0012016-01-01ERIC RHODES ERIC RHODES2018-08-02
0012015-01-01ERIC RHODES ERIC RHODES2017-07-18
0012014-01-01ERIC RHODES ERIC RHODES2016-09-25
0012013-01-01JOHN RHODES
0012012-01-01JOHN RHODES
0012011-01-01JOHN RHODES
0012008-01-01 JOHN RHODES2011-03-31
0012007-01-01 JOHN RHODES2010-03-14

Plan Statistics for J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN

401k plan membership statisitcs for J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN

Measure Date Value
2020: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2018: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2008: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-013
Total number of active participants reported on line 7a of the Form 55002008-01-013
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-013
Number of participants with account balances2008-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-013
Total number of active participants reported on line 7a of the Form 55002007-01-013
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-013
Number of participants with account balances2007-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN

Measure Date Value
2020 : J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$40,810
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$391,959
Total plan assets at beginning of year2020-12-31$351,149
Total contributions received or receivable from participants2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$40,810
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$40,810
Net plan assets at end of year (total assets less liabilities)2020-12-31$391,959
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$351,149
Total contributions received or receivable from employer(s)2020-12-31$0
2018 : J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-14,352
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$281,205
Total plan assets at beginning of year2018-12-31$295,557
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-14,352
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-14,352
Net plan assets at end of year (total assets less liabilities)2018-12-31$281,205
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$295,557
Total contributions received or receivable from employer(s)2018-12-31$0
2016 : J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$15,607
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$250,369
Total plan assets at beginning of year2016-12-31$234,762
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$15,607
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$15,607
Net plan assets at end of year (total assets less liabilities)2016-12-31$250,369
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$234,762
Total contributions received or receivable from employer(s)2016-12-31$0
2015 : J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-1,012
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$234,762
Total plan assets at beginning of year2015-12-31$235,774
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-1,012
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,012
Net plan assets at end of year (total assets less liabilities)2015-12-31$234,762
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$235,774
Total contributions received or receivable from employer(s)2015-12-31$0
2014 : J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$14,967
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$235,774
Total plan assets at beginning of year2014-12-31$220,807
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$14,967
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$14,967
Net plan assets at end of year (total assets less liabilities)2014-12-31$235,774
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$220,807
Total contributions received or receivable from employer(s)2014-12-31$0
2013 : J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$49,077
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$220,807
Total plan assets at beginning of year2013-12-31$171,730
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$49,077
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$49,077
Net plan assets at end of year (total assets less liabilities)2013-12-31$220,807
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$171,730
Total contributions received or receivable from employer(s)2013-12-31$0
2012 : J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$19,884
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$171,730
Total plan assets at beginning of year2012-12-31$151,846
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$19,884
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$19,884
Net plan assets at end of year (total assets less liabilities)2012-12-31$171,730
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$151,846
Total contributions received or receivable from employer(s)2012-12-31$0
2011 : J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-2,616
Total plan assets at end of year2011-12-31$151,846
Total plan assets at beginning of year2011-12-31$154,462
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-2,616
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-2,616
Net plan assets at end of year (total assets less liabilities)2011-12-31$151,846
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$154,462
Total contributions received or receivable from employer(s)2011-12-31$0
2010 : J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$14,748
Total plan assets at end of year2010-12-31$154,462
Total plan assets at beginning of year2010-12-31$139,714
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$14,748
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$14,748
Net plan assets at end of year (total assets less liabilities)2010-12-31$154,462
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$139,714
Total contributions received or receivable from employer(s)2010-12-31$0

Form 5500 Responses for J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN

2020: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01First time form 5500 has been submittedYes
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2018: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2008: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: J ERIC RHODES INSURANCE AGENCY INC PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01First time form 5500 has been submittedYes
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

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