Logo

JOHN R, MERRICK JR, INSURANCE RETIREMENT PLAN 401k Plan overview

Plan NameJOHN R, MERRICK JR, INSURANCE RETIREMENT PLAN
Plan identification number 001

JOHN R, MERRICK JR, INSURANCE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

JOHN R. MERRICK JR. INSURANCE RETIREMENT PLAN has sponsored the creation of one or more 401k plans.

Company Name:JOHN R. MERRICK JR. INSURANCE RETIREMENT PLAN
Employer identification number (EIN):452665487
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R, MERRICK JR, INSURANCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012015-01-01JOHN MERRICK JOHN MERRICK2017-05-18
0012013-01-01JOHN MERRICK JOHN MERRICK2014-07-28
0012012-08-22JOHN R. MERRICK JOHN R. MERRICK2013-07-18

Financial Data on JOHN R, MERRICK JR, INSURANCE RETIREMENT PLAN

Measure Date Value
2019 : JOHN R, MERRICK JR, INSURANCE RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$2
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$252,204
Total plan assets at beginning of year2019-12-31$252,202
Other income received2019-12-31$2
Net income (gross income less expenses)2019-12-31$2
Net plan assets at end of year (total assets less liabilities)2019-12-31$252,204
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$252,202
Assets. Value of employer securities2019-12-31$250,000
2015 : JOHN R, MERRICK JR, INSURANCE RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$0
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$252,198
Total plan assets at beginning of year2015-12-31$252,198
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$0
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$0
Net plan assets at end of year (total assets less liabilities)2015-12-31$252,198
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$252,198
Assets. Value of employer securities2015-12-31$250,000
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2013 : JOHN R, MERRICK JR, INSURANCE RETIREMENT PLAN 2013 401k financial data
Total plan assets at end of year2013-12-31$252,197
Total plan assets at beginning of year2013-12-31$252,197
Net plan assets at end of year (total assets less liabilities)2013-12-31$252,197
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$252,197
Assets. Value of employer securities2013-12-31$250,000
2012 : JOHN R, MERRICK JR, INSURANCE RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$252,212
Expenses. Total of all expenses incurred2012-12-31$15
Total plan assets at end of year2012-12-31$252,197
Expenses. Other expenses not covered elsewhere2012-12-31$15
Contributions received from other sources (not participants or employers)2012-12-31$246,206
Other income received2012-12-31$6,006
Net income (gross income less expenses)2012-12-31$252,197
Net plan assets at end of year (total assets less liabilities)2012-12-31$252,197
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Assets. Value of employer securities2012-12-31$250,000

Form 5500 Responses for JOHN R, MERRICK JR, INSURANCE RETIREMENT PLAN

2019: JOHN R, MERRICK JR, INSURANCE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2015: JOHN R, MERRICK JR, INSURANCE RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2013: JOHN R, MERRICK JR, INSURANCE RETIREMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN R, MERRICK JR, INSURANCE RETIREMENT PLAN 2012 form 5500 responses
2012-08-22Type of plan entitySingle employer plan
2012-08-22First time form 5500 has been submittedYes
2012-08-22Submission has been amendedNo
2012-08-22This submission is the final filingNo
2012-08-22This return/report is a short plan year return/report (less than 12 months)Yes
2012-08-22Plan is a collectively bargained planNo
2012-08-22Plan funding arrangement – TrustYes
2012-08-22Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1