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BLUE GOOSE RETIREMENT PLAN 401k Plan overview

Plan NameBLUE GOOSE RETIREMENT PLAN
Plan identification number 001

BLUE GOOSE RETIREMENT PLAN Benefits

401k Plan TypeDefined 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
  • 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

JEFFREY S. JIRELE INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY S. JIRELE INSURANCE AGENCY, INC.
Employer identification number (EIN):412131049
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE GOOSE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01JEFFREY JIRELE
0012010-01-01JEFFREY JIRELE
0012009-01-01JEFFREY JIRELE

Financial Data on BLUE GOOSE RETIREMENT PLAN

Measure Date Value
2011 : BLUE GOOSE RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-06-30$8,437
Expenses. Total of all expenses incurred2011-06-30$239,890
Benefits paid (including direct rollovers)2011-06-30$234,384
Total plan assets at end of year2011-06-30$0
Total plan assets at beginning of year2011-06-30$231,453
Value of fidelity bond covering the plan2011-06-30$20,000
Expenses. Other expenses not covered elsewhere2011-06-30$1,139
Other income received2011-06-30$8,437
Net income (gross income less expenses)2011-06-30$-231,453
Net plan assets at end of year (total assets less liabilities)2011-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$231,453
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$4,367
2010 : BLUE GOOSE RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$22,973
Expenses. Total of all expenses incurred2010-12-31$8,167
Benefits paid (including direct rollovers)2010-12-31$4,646
Total plan assets at end of year2010-12-31$231,453
Total plan assets at beginning of year2010-12-31$216,647
Value of fidelity bond covering the plan2010-12-31$20,000
Other income received2010-12-31$22,973
Net income (gross income less expenses)2010-12-31$14,806
Net plan assets at end of year (total assets less liabilities)2010-12-31$231,453
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$216,647
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,521

Form 5500 Responses for BLUE GOOSE RETIREMENT PLAN

2011: BLUE GOOSE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BLUE GOOSE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BLUE GOOSE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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