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RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC.
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 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
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC.
Employer identification number (EIN):593216303
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01HOWARD ADCOCK2023-07-21
0012021-01-01
0012020-01-01H. BRIAN ADCOCK2021-08-06
0012019-01-01H. BRIAN ADCOCK2020-09-22
0012018-01-01H. BRIAN ADCOCK2019-10-10
0012017-01-01H. BRIAN ADCOCK
0012016-01-01JOHNNY R ADCOCK
0012015-01-01JOHNNY R ADCOCK
0012014-01-01JOHNNY R ADCOCK
0012013-01-01JOHNNY R. ADCOCK
0012012-01-01JOHNNY R. ADCOCK
0012011-01-01JOHNNY R. ADCOCK
0012009-01-01JOHNNY ADCOCK

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC.

Measure Date Value
2025: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-1510
Total number of particpants at end of year2025-07-1511
Number of Participants With Account Balances2025-07-1511
2024: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-2511
Total number of particpants at end of year2024-07-2510
Number of Participants With Account Balances2024-07-2510
2017: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-0118
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0118
Number of participants with account balances2017-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0117
Number of participants with account balances2016-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-0120
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0118
Number of participants with account balances2015-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-0115
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0116
Number of participants with account balances2014-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-0116
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0114
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0116
Number of participants with account balances2012-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-0117
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0117
Number of participants with account balances2011-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0118
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0117
Number of participants with account balances2009-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC.

Measure Date Value
2025 : RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-155839
Net assets as of the end of the plan year2025-07-152877263
Total assets as of the beginning of the plan year2025-07-152445770
Value of plan covered by a fidelity bond2025-07-15500000
Participant contributions to plan in this plan year2025-07-1586369
Value of participant loans at end of plan year2025-07-1538031
Other income to plan in this plan year2025-07-15257966
Plan net income in this plan year2025-07-15431493
Net assets as of the end of the plan year2025-07-152877263
Net assets as of the beginning of the plan year2025-07-152445770
Employer contributions to plan in this plan year2025-07-1592997
Fees paid to broker by Benefit Provider2025-07-15311
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-154923
2024 : RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-25126717
Net assets as of the end of the plan year2024-07-252445770
Total assets as of the beginning of the plan year2024-07-252163076
Value of plan covered by a fidelity bond2024-07-25500000
Participant contributions to plan in this plan year2024-07-2574406
Value of participant loans at end of plan year2024-07-2529154
Other income to plan in this plan year2024-07-25250355
Plan net income in this plan year2024-07-25282694
Net assets as of the end of the plan year2024-07-252445770
Net assets as of the beginning of the plan year2024-07-252163076
Employer contributions to plan in this plan year2024-07-2584650
Fees paid to broker by Benefit Provider2024-07-25316
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-255483
2017 : RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2017 401k financial data
Total income from all sources2017-12-31$439,203
Expenses. Total of all expenses incurred2017-12-31$55,497
Benefits paid (including direct rollovers)2017-12-31$42,343
Total plan assets at end of year2017-12-31$2,780,127
Total plan assets at beginning of year2017-12-31$2,396,421
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$68,357
Other income received2017-12-31$290,491
Net income (gross income less expenses)2017-12-31$383,706
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,780,127
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,396,421
Assets. Value of assets in partnership/joint-venture interests2017-12-31$15
Total contributions received or receivable from employer(s)2017-12-31$80,355
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13,154
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2016 401k financial data
Total income from all sources2016-12-31$266,223
Expenses. Total of all expenses incurred2016-12-31$57,457
Benefits paid (including direct rollovers)2016-12-31$47,055
Total plan assets at end of year2016-12-31$2,396,421
Total plan assets at beginning of year2016-12-31$2,187,655
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$84,652
Other income received2016-12-31$145,760
Net income (gross income less expenses)2016-12-31$208,766
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,396,421
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,187,655
Assets. Value of assets in partnership/joint-venture interests2016-12-31$15
Total contributions received or receivable from employer(s)2016-12-31$35,811
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$10,402
2015 : RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2015 401k financial data
Total income from all sources2015-12-31$137,484
Expenses. Total of all expenses incurred2015-12-31$235,832
Benefits paid (including direct rollovers)2015-12-31$225,264
Total plan assets at end of year2015-12-31$2,187,655
Total plan assets at beginning of year2015-12-31$2,286,003
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$57,970
Contributions received from other sources (not participants or employers)2015-12-31$70,563
Other income received2015-12-31$-102,047
Net income (gross income less expenses)2015-12-31$-98,348
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,187,655
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,286,003
Assets. Value of assets in partnership/joint-venture interests2015-12-31$56,249
Total contributions received or receivable from employer(s)2015-12-31$110,998
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$10,568
2014 : RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2014 401k financial data
Total income from all sources2014-12-31$223,678
Expenses. Total of all expenses incurred2014-12-31$82,249
Benefits paid (including direct rollovers)2014-12-31$76,651
Total plan assets at end of year2014-12-31$2,286,003
Total plan assets at beginning of year2014-12-31$2,144,574
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$62,709
Contributions received from other sources (not participants or employers)2014-12-31$2,339
Other income received2014-12-31$43,079
Net income (gross income less expenses)2014-12-31$141,429
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,286,003
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,144,574
Assets. Value of assets in partnership/joint-venture interests2014-12-31$56,249
Total contributions received or receivable from employer(s)2014-12-31$115,551
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,598
2013 : RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2013 401k financial data
Total income from all sources2013-12-31$293,841
Expenses. Total of all expenses incurred2013-12-31$18,873
Benefits paid (including direct rollovers)2013-12-31$12,701
Total plan assets at end of year2013-12-31$2,144,574
Total plan assets at beginning of year2013-12-31$1,869,606
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$78,677
Other income received2013-12-31$177,652
Net income (gross income less expenses)2013-12-31$274,968
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,144,574
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,869,606
Assets. Value of assets in partnership/joint-venture interests2013-12-31$56,249
Total contributions received or receivable from employer(s)2013-12-31$37,512
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,172
2012 : RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2012 401k financial data
Total income from all sources2012-12-31$361,346
Expenses. Total of all expenses incurred2012-12-31$12,345
Benefits paid (including direct rollovers)2012-12-31$3,291
Total plan assets at end of year2012-12-31$1,869,606
Total plan assets at beginning of year2012-12-31$1,520,605
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$77,347
Other income received2012-12-31$152,455
Net income (gross income less expenses)2012-12-31$349,001
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,869,606
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,520,605
Assets. Value of assets in partnership/joint-venture interests2012-12-31$56,249
Total contributions received or receivable from employer(s)2012-12-31$131,544
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$9,054
2011 : RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2011 401k financial data
Total income from all sources2011-12-31$115,228
Expenses. Total of all expenses incurred2011-12-31$524,075
Benefits paid (including direct rollovers)2011-12-31$514,038
Total plan assets at end of year2011-12-31$1,520,605
Total plan assets at beginning of year2011-12-31$1,929,452
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$83,614
Other income received2011-12-31$-5,309
Net income (gross income less expenses)2011-12-31$-408,847
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,520,605
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,929,452
Assets. Value of assets in partnership/joint-venture interests2011-12-31$72,799
Total contributions received or receivable from employer(s)2011-12-31$36,923
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$10,037
2010 : RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2010 401k financial data
Total income from all sources2010-12-31$347,770
Expenses. Total of all expenses incurred2010-12-31$8,285
Total plan assets at end of year2010-12-31$1,929,452
Total plan assets at beginning of year2010-12-31$1,589,967
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$124,858
Contributions received from other sources (not participants or employers)2010-12-31$12,096
Other income received2010-12-31$168,708
Net income (gross income less expenses)2010-12-31$339,485
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,929,452
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,589,967
Assets. Value of assets in partnership/joint-venture interests2010-12-31$91,986
Total contributions received or receivable from employer(s)2010-12-31$42,108
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,285
2009 : RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC.

2017: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number452715
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number452715
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number452715
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number452715
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-52715
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-52715
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-52715
Policy instance 1

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