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BERGER & JONES INSURANCE AGENCY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameBERGER & JONES INSURANCE AGENCY, INC. PROFIT SHARING PLAN
Plan identification number 001

BERGER & JONES INSURANCE AGENCY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

BERGER & JONES INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BERGER & JONES INSURANCE AGENCY, INC.
Employer identification number (EIN):942751063
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGER & JONES INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01CYNTHIA JONES2021-02-04 CYNTHIA JONES2021-02-04
0012018-07-01DONALD E. JONES2019-12-09 DONALD E. JONES2019-12-09
0012017-07-01DONALD JONES2019-01-14 DONALD JONES2019-01-14
0012016-07-01DONALD JONES2017-08-11 DONALD JONES2017-08-11
0012015-07-01DONALD JONES2016-07-20 DONALD JONES2016-07-20
0012014-07-01DONALD JONES2017-04-05 DONALD JONES2017-04-05
0012013-07-01DONALD JONES2014-08-01 DONALD JONES2014-08-01
0012012-07-01CYNTHIA JONES2013-08-02 CYNTHIA JONES2013-08-02
0012011-07-01DONALD JONES2012-09-18 DONALD JONES2012-09-18
0012010-07-01DONALD JONES2011-08-02 DONALD JONES2011-08-02
0012007-07-01

Form 5500 Responses for BERGER & JONES INSURANCE AGENCY, INC. PROFIT SHARING PLAN

2007: BERGER & JONES INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2007 form 5500 responses
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo

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