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Plan Name | JONES & MAULDING INSURANCE AGENCY 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | JONES & MAULDING INSURANCE AGENCY |
Employer identification number (EIN): | 952788058 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | DAVID JONES | 2022-06-17 | ||
001 | 2021-01-01 | DAVID JONES | 2022-06-16 | ||
001 | 2020-01-01 | DAVID JONES | 2021-06-22 | ||
001 | 2018-01-01 | DAVID JONES | 2019-04-16 | DAVID JONES | 2019-04-16 |
001 | 2017-01-01 | DAVID JONES | 2018-07-13 | DAVID JONES | 2018-07-13 |
001 | 2016-01-01 | DAVID JONES | 2017-07-13 | DAVID JONES | 2017-07-13 |
001 | 2015-01-01 | DAVID MAULDING | 2016-07-05 | DAVID MAULDING | 2016-07-05 |
001 | 2014-01-01 | DAVID MAULDING | 2015-07-10 | DAVID MAULDING | 2015-07-10 |
001 | 2013-01-01 | DAVID MAULDING | 2014-06-18 | DAVID MAULDING | 2014-06-18 |
001 | 2012-01-01 | DAVID T. MAULDING | 2013-06-29 | DAVID T. MAULDING | 2013-06-29 |
001 | 2011-01-01 | DAVID MAULDING | 2012-06-30 | ||
001 | 2009-01-01 | DAVID T MAULDING |
Measure | Date | Value |
---|---|---|
2009: JONES & MAULDING INSURANCE AGENCY 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 13 |
Number of participants with account balances | 2009-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : JONES & MAULDING INSURANCE AGENCY 401(K) PLAN 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $261,781 |
Expenses. Total of all expenses incurred | 2010-12-31 | $6,228 |
Total plan assets at end of year | 2010-12-31 | $1,445,683 |
Total plan assets at beginning of year | 2010-12-31 | $1,190,130 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $99,311 |
Other income received | 2010-12-31 | $124,715 |
Net income (gross income less expenses) | 2010-12-31 | $255,553 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,445,683 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,190,130 |
Assets. Value of participant loans | 2010-12-31 | $64,573 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $37,755 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,228 |
2009: JONES & MAULDING INSURANCE AGENCY 401(K) PLAN 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |