| Plan Name | JOHNSON & DUGAN RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JOHNSON & DUGAN INSURANCE SERVICES CORPORATION |
| Employer identification number (EIN): | 942917627 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about JOHNSON & DUGAN INSURANCE SERVICES CORPORATION
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1983-06-23 |
| Company Identification Number: | C1145241 |
| Legal Registered Office Address: |
455 Hickey Street Daly City United States of America (USA) 94015 |
More information about JOHNSON & DUGAN INSURANCE SERVICES CORPORATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | MICHAEL JOHNSON | 2019-05-16 | ||
| 001 | 2017-01-01 | MICHAEL JOHNSON | 2018-10-04 | ||
| 001 | 2016-01-01 | KRIS ROBERTS | 2017-09-15 | KRIS ROBERTS | 2017-09-15 |
| 001 | 2015-01-01 | MICHAEL JOHNSON | 2016-09-23 | MICHAEL JOHNSON | 2016-09-23 |
| 001 | 2014-01-01 | MICHAEL JOHNSON | 2015-07-15 | MICHAEL JOHNSON | 2015-07-15 |
| 001 | 2013-01-01 | MICHAEL JOHNSON | 2014-10-10 | MICHAEL JOHNSON | 2014-10-10 |
| 001 | 2012-01-01 | MICHAEL JOHNSON | 2013-08-01 | MICHAEL JOHNSON | 2013-08-01 |
| 001 | 2011-01-01 | MICHAEL JOHNSON | 2013-07-24 | MICHAEL JOHNSON | 2013-07-24 |
| 001 | 2010-01-01 | MICHAEL JOHNSON | 2011-06-10 | MICHAEL JOHNSON | 2011-06-10 |
| Measure | Date | Value |
|---|---|---|
| 2025 : JOHNSON & DUGAN RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-03-26 | 0 |
| Net assets as of the end of the plan year | 2025-03-26 | 8604644 |
| Total assets as of the beginning of the plan year | 2025-03-26 | 7246205 |
| Value of plan covered by a fidelity bond | 2025-03-26 | 500000 |
| Participant contributions to plan in this plan year | 2025-03-26 | 310238 |
| Value of participant loans at end of plan year | 2025-03-26 | 33832 |
| Other income to plan in this plan year | 2025-03-26 | 1048201 |
| Plan net income in this plan year | 2025-03-26 | 1358439 |
| Net assets as of the end of the plan year | 2025-03-26 | 8604644 |
| Net assets as of the beginning of the plan year | 2025-03-26 | 7246205 |
| 2024 : JOHNSON & DUGAN RETIREMENT PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-04-02 | 17435 |
| Net assets as of the end of the plan year | 2024-04-02 | 7246205 |
| Total assets as of the beginning of the plan year | 2024-04-02 | 6018665 |
| Value of plan covered by a fidelity bond | 2024-04-02 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-02 | 285540 |
| Value of participant loans at end of plan year | 2024-04-02 | 56744 |
| Other contributions to plan in this plan year | 2024-04-02 | 1213 |
| Other income to plan in this plan year | 2024-04-02 | 958222 |
| Plan net income in this plan year | 2024-04-02 | 1227540 |
| Net assets as of the end of the plan year | 2024-04-02 | 7246205 |
| Net assets as of the beginning of the plan year | 2024-04-02 | 6018665 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-02 | 449 |
| 2022 : JOHNSON & DUGAN RETIREMENT PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-04-14 | 1324 |
| Net assets as of the end of the plan year | 2022-04-14 | 8078902 |
| Total assets as of the beginning of the plan year | 2022-04-14 | 6805000 |
| Value of plan covered by a fidelity bond | 2022-04-14 | 500000 |
| Participant contributions to plan in this plan year | 2022-04-14 | 243756 |
| Value of participant loans at end of plan year | 2022-04-14 | 86166 |
| Other income to plan in this plan year | 2022-04-14 | 1031470 |
| Plan net income in this plan year | 2022-04-14 | 1273902 |
| Net assets as of the end of the plan year | 2022-04-14 | 8078902 |
| Net assets as of the beginning of the plan year | 2022-04-14 | 6805000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-14 | 1324 |