401k Plan data: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST plan

J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST
Plan identification number	003

J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

J MICHAEL RONEY INSURANCE SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name: J MICHAEL RONEY INSURANCE SERVICES INC

Employer identification number (EIN): 953623227

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-11-01 J MICHAEL RONEY 2023-08-15
003 2020-11-01 J MICHAEL RONEY 2022-08-03
003 2019-11-01 J MICHAEL RONEY 2021-08-11
003 2018-11-01 J MICHAEL RONEY 2020-08-17
003 2017-11-01 J MICHAEL RONEY 2019-08-09
003 2016-11-01
003 2015-11-01
003 2014-11-01
003 2013-11-01 J MICHAEL RONEY 2015-08-19
003 2012-11-01 JOHN M RONEY 2014-05-29
003 2011-11-01 JOHN M RONEY 2013-08-15
003 2010-11-01 J MICHAEL RONEY 2012-08-15
003 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2021-11-01	J MICHAEL RONEY	2023-08-15
003	2020-11-01	J MICHAEL RONEY	2022-08-03
003	2019-11-01	J MICHAEL RONEY	2021-08-11
003	2018-11-01	J MICHAEL RONEY	2020-08-17
003	2017-11-01	J MICHAEL RONEY	2019-08-09
003	2016-11-01
003	2015-11-01
003	2014-11-01
003	2013-11-01	J MICHAEL RONEY	2015-08-19
003	2012-11-01	JOHN M RONEY	2014-05-29
003	2011-11-01	JOHN M RONEY	2013-08-15
003	2010-11-01	J MICHAEL RONEY	2012-08-15
003	2008-11-01

Plan Statistics for J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2022: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-10-31 820,746
Acturial value of plan assets 2022-10-31 820,746
Funding target for retired participants and beneficiaries receiving payment 2022-10-31 202,406
Number of terminated vested participants 2022-10-31 2
Fundng target for terminated vested participants 2022-10-31 456,841
Active participant vested funding target 2022-10-31 0
Number of active participants 2022-10-31 0
Total funding liabilities for active participants 2022-10-31 0
Total participant count 2022-10-31 3
Total funding target for all participants 2022-10-31 659,247
Balance at beginning of prior year after applicable adjustments 2022-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-10-31 0
Prefunding balanced used to offset prior years funding requirement 2022-10-31 0
Amount remaining of carryover balance 2022-10-31 0
Amount remaining of prefunding balance 2022-10-31 0
Present value of excess contributions 2022-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-10-31 0
Reductions in caryover balances due to elections or deemed elections 2022-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-10-31 0
Balance of carryovers at beginning of current year 2022-10-31 0
Balance of prefunding at beginning of current year 2022-10-31 0
Total employer contributions 2022-10-31 0
Total employee contributions 2022-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-10-31 0
Unpaid minimum required contributions for all prior years 2022-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-10-31 0
Remaining amount of unpaid minimum required contributions 2022-10-31 0
Minimum required contributions for current year target normal cost 2022-10-31 0
Net shortfall amortization installment of oustanding balance 2022-10-31 0
Waiver amortization installment 2022-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-10-31 0
Carryover balance elected to use to offset funding requirement 2022-10-31 0
Prefunding balance elected to use to offset funding requirement 2022-10-31 0
Additional cash requirement 2022-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-10-31 0
Unpaid minimum required contributions for current year 2022-10-31 0
Unpaid minimum required contributions for all years 2022-10-31 0
2021: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-11-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-11-01 1
Number of retired or separated participants receiving benefits 2021-11-01 0
Number of other retired or separated participants entitled to future benefits 2021-11-01 2
Total of all active and inactive participants 2021-11-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-11-01 0
Total participants 2021-11-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-11-01 0
Market value of plan assets 2021-10-31 971,299
Acturial value of plan assets 2021-10-31 971,299
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 0
Number of terminated vested participants 2021-10-31 3
Fundng target for terminated vested participants 2021-10-31 646,002
Active participant vested funding target 2021-10-31 0
Number of active participants 2021-10-31 0
Total funding liabilities for active participants 2021-10-31 0
Total participant count 2021-10-31 3
Total funding target for all participants 2021-10-31 646,002
Balance at beginning of prior year after applicable adjustments 2021-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-31 0
Prefunding balanced used to offset prior years funding requirement 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 0
Amount remaining of prefunding balance 2021-10-31 0
Present value of excess contributions 2021-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-31 0
Reductions in caryover balances due to elections or deemed elections 2021-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-31 0
Balance of carryovers at beginning of current year 2021-10-31 0
Balance of prefunding at beginning of current year 2021-10-31 0
Total employer contributions 2021-10-31 0
Total employee contributions 2021-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-31 0
Unpaid minimum required contributions for all prior years 2021-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 0
Net shortfall amortization installment of oustanding balance 2021-10-31 0
Waiver amortization installment 2021-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 0
Carryover balance elected to use to offset funding requirement 2021-10-31 0
Prefunding balance elected to use to offset funding requirement 2021-10-31 0
Additional cash requirement 2021-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-11-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-11-01 1
Number of retired or separated participants receiving benefits 2020-11-01 0
Number of other retired or separated participants entitled to future benefits 2020-11-01 2
Total of all active and inactive participants 2020-11-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-11-01 0
Total participants 2020-11-01 3
Market value of plan assets 2020-10-31 819,144
Acturial value of plan assets 2020-10-31 819,144
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 0
Number of terminated vested participants 2020-10-31 3
Fundng target for terminated vested participants 2020-10-31 691,362
Active participant vested funding target 2020-10-31 0
Number of active participants 2020-10-31 0
Total funding liabilities for active participants 2020-10-31 0
Total participant count 2020-10-31 3
Total funding target for all participants 2020-10-31 691,362
Balance at beginning of prior year after applicable adjustments 2020-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-10-31 0
Prefunding balanced used to offset prior years funding requirement 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 0
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-31 0
Reductions in caryover balances due to elections or deemed elections 2020-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 0
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 0
Total employee contributions 2020-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 0
Unpaid minimum required contributions for all prior years 2020-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-31 0
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 0
Net shortfall amortization installment of oustanding balance 2020-10-31 0
Waiver amortization installment 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 0
Carryover balance elected to use to offset funding requirement 2020-10-31 0
Prefunding balance elected to use to offset funding requirement 2020-10-31 0
Additional cash requirement 2020-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-11-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-11-01 1
Number of retired or separated participants receiving benefits 2019-11-01 0
Number of other retired or separated participants entitled to future benefits 2019-11-01 2
Total of all active and inactive participants 2019-11-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-11-01 0
Total participants 2019-11-01 3
Market value of plan assets 2019-10-31 898,730
Acturial value of plan assets 2019-10-31 898,730
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 0
Number of terminated vested participants 2019-10-31 3
Fundng target for terminated vested participants 2019-10-31 670,018
Active participant vested funding target 2019-10-31 0
Number of active participants 2019-10-31 0
Total funding liabilities for active participants 2019-10-31 0
Total participant count 2019-10-31 3
Total funding target for all participants 2019-10-31 670,018
Balance at beginning of prior year after applicable adjustments 2019-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-10-31 0
Prefunding balanced used to offset prior years funding requirement 2019-10-31 0
Amount remaining of carryover balance 2019-10-31 0
Amount remaining of prefunding balance 2019-10-31 0
Present value of excess contributions 2019-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-10-31 0
Reductions in caryover balances due to elections or deemed elections 2019-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-31 0
Balance of carryovers at beginning of current year 2019-10-31 0
Balance of prefunding at beginning of current year 2019-10-31 0
Total employer contributions 2019-10-31 0
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 0
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 0
Net shortfall amortization installment of oustanding balance 2019-10-31 0
Waiver amortization installment 2019-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 0
Carryover balance elected to use to offset funding requirement 2019-10-31 0
Prefunding balance elected to use to offset funding requirement 2019-10-31 0
Additional cash requirement 2019-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-11-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-11-01 1
Number of retired or separated participants receiving benefits 2018-11-01 0
Number of other retired or separated participants entitled to future benefits 2018-11-01 2
Total of all active and inactive participants 2018-11-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-11-01 0
Total participants 2018-11-01 3
Market value of plan assets 2018-10-31 849,153
Acturial value of plan assets 2018-10-31 849,153
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 0
Number of terminated vested participants 2018-10-31 3
Fundng target for terminated vested participants 2018-10-31 620,298
Active participant vested funding target 2018-10-31 0
Number of active participants 2018-10-31 0
Total funding liabilities for active participants 2018-10-31 0
Total participant count 2018-10-31 3
Total funding target for all participants 2018-10-31 620,298
Balance at beginning of prior year after applicable adjustments 2018-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-31 0
Prefunding balanced used to offset prior years funding requirement 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 0
Amount remaining of prefunding balance 2018-10-31 0
Present value of excess contributions 2018-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-31 0
Reductions in caryover balances due to elections or deemed elections 2018-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-31 0
Balance of carryovers at beginning of current year 2018-10-31 0
Balance of prefunding at beginning of current year 2018-10-31 0
Total employer contributions 2018-10-31 0
Total employee contributions 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 0
Unpaid minimum required contributions for all prior years 2018-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 0
Net shortfall amortization installment of oustanding balance 2018-10-31 0
Waiver amortization installment 2018-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 0
Carryover balance elected to use to offset funding requirement 2018-10-31 0
Prefunding balance elected to use to offset funding requirement 2018-10-31 0
Additional cash requirement 2018-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-11-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 1
Number of retired or separated participants receiving benefits 2017-11-01 0
Number of other retired or separated participants entitled to future benefits 2017-11-01 2
Total of all active and inactive participants 2017-11-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-11-01 0
Total participants 2017-11-01 3
Market value of plan assets 2017-10-31 893,954
Acturial value of plan assets 2017-10-31 893,954
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 0
Number of terminated vested participants 2017-10-31 3
Fundng target for terminated vested participants 2017-10-31 590,156
Active participant vested funding target 2017-10-31 0
Number of active participants 2017-10-31 0
Total funding liabilities for active participants 2017-10-31 0
Total participant count 2017-10-31 3
Total funding target for all participants 2017-10-31 590,156
Balance at beginning of prior year after applicable adjustments 2017-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 0
Amount remaining of prefunding balance 2017-10-31 0
Present value of excess contributions 2017-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-31 0
Reductions in caryover balances due to elections or deemed elections 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 0
Balance of prefunding at beginning of current year 2017-10-31 0
Total employer contributions 2017-10-31 0
Total employee contributions 2017-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 0
Unpaid minimum required contributions for all prior years 2017-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 0
Net shortfall amortization installment of oustanding balance 2017-10-31 0
Waiver amortization installment 2017-10-31 0
Waived amount of outstanding balance 2017-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 0
Carryover balance elected to use to offset funding requirement 2017-10-31 0
Prefunding balance elected to use to offset funding requirement 2017-10-31 0
Additional cash requirement 2017-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0
2016: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-11-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 1
Number of retired or separated participants receiving benefits 2016-11-01 0
Number of other retired or separated participants entitled to future benefits 2016-11-01 2
Total of all active and inactive participants 2016-11-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-11-01 0
Total participants 2016-11-01 3
2015: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-11-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 1
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 2
Total of all active and inactive participants 2015-11-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 0
Total participants 2015-11-01 3
2014: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-11-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 1
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 2
Total of all active and inactive participants 2014-11-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 3

Measure	Date	Value
2022: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-10-31	820,746
Acturial value of plan assets	2022-10-31	820,746
Funding target for retired participants and beneficiaries receiving payment	2022-10-31	202,406
Number of terminated vested participants	2022-10-31	2
Fundng target for terminated vested participants	2022-10-31	456,841
Active participant vested funding target	2022-10-31	0
Number of active participants	2022-10-31	0
Total funding liabilities for active participants	2022-10-31	0
Total participant count	2022-10-31	3
Total funding target for all participants	2022-10-31	659,247
Balance at beginning of prior year after applicable adjustments	2022-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-10-31	0
Prefunding balanced used to offset prior years funding requirement	2022-10-31	0
Amount remaining of carryover balance	2022-10-31	0
Amount remaining of prefunding balance	2022-10-31	0
Present value of excess contributions	2022-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-10-31	0
Reductions in caryover balances due to elections or deemed elections	2022-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-10-31	0
Balance of carryovers at beginning of current year	2022-10-31	0
Balance of prefunding at beginning of current year	2022-10-31	0
Total employer contributions	2022-10-31	0
Total employee contributions	2022-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-10-31	0
Unpaid minimum required contributions for all prior years	2022-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-10-31	0
Remaining amount of unpaid minimum required contributions	2022-10-31	0
Minimum required contributions for current year target normal cost	2022-10-31	0
Net shortfall amortization installment of oustanding balance	2022-10-31	0
Waiver amortization installment	2022-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-10-31	0
Carryover balance elected to use to offset funding requirement	2022-10-31	0
Prefunding balance elected to use to offset funding requirement	2022-10-31	0
Additional cash requirement	2022-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-10-31	0
Unpaid minimum required contributions for current year	2022-10-31	0
Unpaid minimum required contributions for all years	2022-10-31	0
2021: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-11-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-11-01	1
Number of retired or separated participants receiving benefits	2021-11-01	0
Number of other retired or separated participants entitled to future benefits	2021-11-01	2
Total of all active and inactive participants	2021-11-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-11-01	0
Total participants	2021-11-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-11-01	0
Market value of plan assets	2021-10-31	971,299
Acturial value of plan assets	2021-10-31	971,299
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	0
Number of terminated vested participants	2021-10-31	3
Fundng target for terminated vested participants	2021-10-31	646,002
Active participant vested funding target	2021-10-31	0
Number of active participants	2021-10-31	0
Total funding liabilities for active participants	2021-10-31	0
Total participant count	2021-10-31	3
Total funding target for all participants	2021-10-31	646,002
Balance at beginning of prior year after applicable adjustments	2021-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-31	0
Prefunding balanced used to offset prior years funding requirement	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	0
Amount remaining of prefunding balance	2021-10-31	0
Present value of excess contributions	2021-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-31	0
Reductions in caryover balances due to elections or deemed elections	2021-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-31	0
Balance of carryovers at beginning of current year	2021-10-31	0
Balance of prefunding at beginning of current year	2021-10-31	0
Total employer contributions	2021-10-31	0
Total employee contributions	2021-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-31	0
Unpaid minimum required contributions for all prior years	2021-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	0
Net shortfall amortization installment of oustanding balance	2021-10-31	0
Waiver amortization installment	2021-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	0
Carryover balance elected to use to offset funding requirement	2021-10-31	0
Prefunding balance elected to use to offset funding requirement	2021-10-31	0
Additional cash requirement	2021-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-11-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-11-01	1
Number of retired or separated participants receiving benefits	2020-11-01	0
Number of other retired or separated participants entitled to future benefits	2020-11-01	2
Total of all active and inactive participants	2020-11-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-11-01	0
Total participants	2020-11-01	3
Market value of plan assets	2020-10-31	819,144
Acturial value of plan assets	2020-10-31	819,144
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	0
Number of terminated vested participants	2020-10-31	3
Fundng target for terminated vested participants	2020-10-31	691,362
Active participant vested funding target	2020-10-31	0
Number of active participants	2020-10-31	0
Total funding liabilities for active participants	2020-10-31	0
Total participant count	2020-10-31	3
Total funding target for all participants	2020-10-31	691,362
Balance at beginning of prior year after applicable adjustments	2020-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-10-31	0
Prefunding balanced used to offset prior years funding requirement	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	0
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-31	0
Reductions in caryover balances due to elections or deemed elections	2020-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	0
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	0
Total employee contributions	2020-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	0
Unpaid minimum required contributions for all prior years	2020-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-31	0
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	0
Net shortfall amortization installment of oustanding balance	2020-10-31	0
Waiver amortization installment	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	0
Carryover balance elected to use to offset funding requirement	2020-10-31	0
Prefunding balance elected to use to offset funding requirement	2020-10-31	0
Additional cash requirement	2020-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-11-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-11-01	1
Number of retired or separated participants receiving benefits	2019-11-01	0
Number of other retired or separated participants entitled to future benefits	2019-11-01	2
Total of all active and inactive participants	2019-11-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-11-01	0
Total participants	2019-11-01	3
Market value of plan assets	2019-10-31	898,730
Acturial value of plan assets	2019-10-31	898,730
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	0
Number of terminated vested participants	2019-10-31	3
Fundng target for terminated vested participants	2019-10-31	670,018
Active participant vested funding target	2019-10-31	0
Number of active participants	2019-10-31	0
Total funding liabilities for active participants	2019-10-31	0
Total participant count	2019-10-31	3
Total funding target for all participants	2019-10-31	670,018
Balance at beginning of prior year after applicable adjustments	2019-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-10-31	0
Prefunding balanced used to offset prior years funding requirement	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	0
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-10-31	0
Reductions in caryover balances due to elections or deemed elections	2019-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	0
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	0
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	0
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	0
Net shortfall amortization installment of oustanding balance	2019-10-31	0
Waiver amortization installment	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	0
Carryover balance elected to use to offset funding requirement	2019-10-31	0
Prefunding balance elected to use to offset funding requirement	2019-10-31	0
Additional cash requirement	2019-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-11-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-11-01	1
Number of retired or separated participants receiving benefits	2018-11-01	0
Number of other retired or separated participants entitled to future benefits	2018-11-01	2
Total of all active and inactive participants	2018-11-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-11-01	0
Total participants	2018-11-01	3
Market value of plan assets	2018-10-31	849,153
Acturial value of plan assets	2018-10-31	849,153
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	0
Number of terminated vested participants	2018-10-31	3
Fundng target for terminated vested participants	2018-10-31	620,298
Active participant vested funding target	2018-10-31	0
Number of active participants	2018-10-31	0
Total funding liabilities for active participants	2018-10-31	0
Total participant count	2018-10-31	3
Total funding target for all participants	2018-10-31	620,298
Balance at beginning of prior year after applicable adjustments	2018-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	0
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	0
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-31	0
Reductions in caryover balances due to elections or deemed elections	2018-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-31	0
Balance of carryovers at beginning of current year	2018-10-31	0
Balance of prefunding at beginning of current year	2018-10-31	0
Total employer contributions	2018-10-31	0
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	0
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	0
Net shortfall amortization installment of oustanding balance	2018-10-31	0
Waiver amortization installment	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	0
Carryover balance elected to use to offset funding requirement	2018-10-31	0
Prefunding balance elected to use to offset funding requirement	2018-10-31	0
Additional cash requirement	2018-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-11-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	1
Number of retired or separated participants receiving benefits	2017-11-01	0
Number of other retired or separated participants entitled to future benefits	2017-11-01	2
Total of all active and inactive participants	2017-11-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-11-01	0
Total participants	2017-11-01	3
Market value of plan assets	2017-10-31	893,954
Acturial value of plan assets	2017-10-31	893,954
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	0
Number of terminated vested participants	2017-10-31	3
Fundng target for terminated vested participants	2017-10-31	590,156
Active participant vested funding target	2017-10-31	0
Number of active participants	2017-10-31	0
Total funding liabilities for active participants	2017-10-31	0
Total participant count	2017-10-31	3
Total funding target for all participants	2017-10-31	590,156
Balance at beginning of prior year after applicable adjustments	2017-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	0
Amount remaining of prefunding balance	2017-10-31	0
Present value of excess contributions	2017-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-31	0
Reductions in caryover balances due to elections or deemed elections	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	0
Balance of prefunding at beginning of current year	2017-10-31	0
Total employer contributions	2017-10-31	0
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	0
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	0
Net shortfall amortization installment of oustanding balance	2017-10-31	0
Waiver amortization installment	2017-10-31	0
Waived amount of outstanding balance	2017-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	0
Carryover balance elected to use to offset funding requirement	2017-10-31	0
Prefunding balance elected to use to offset funding requirement	2017-10-31	0
Additional cash requirement	2017-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0
2016: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-11-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	1
Number of retired or separated participants receiving benefits	2016-11-01	0
Number of other retired or separated participants entitled to future benefits	2016-11-01	2
Total of all active and inactive participants	2016-11-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-11-01	0
Total participants	2016-11-01	3
2015: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-11-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	1
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	2
Total of all active and inactive participants	2015-11-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	0
Total participants	2015-11-01	3
2014: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-11-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	1
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	2
Total of all active and inactive participants	2014-11-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	3

Financial Data on J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST

Measure	Date	Value
2022 : J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-10-31	$0
Total plan liabilities at beginning of year	2022-10-31	$0
Total income from all sources	2022-10-31	$-85,553
Expenses. Total of all expenses incurred	2022-10-31	$65,000
Benefits paid (including direct rollovers)	2022-10-31	$65,000
Total plan assets at end of year	2022-10-31	$820,746
Total plan assets at beginning of year	2022-10-31	$971,299
Total contributions received or receivable from participants	2022-10-31	$0
Contributions received from other sources (not participants or employers)	2022-10-31	$0
Other income received	2022-10-31	$-85,553
Noncash contributions received	2022-10-31	$0
Net income (gross income less expenses)	2022-10-31	$-150,553
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$820,746
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$971,299
Assets. Value of assets in partnership/joint-venture interests	2022-10-31	$400,000
Total contributions received or receivable from employer(s)	2022-10-31	$0
2021 : J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-10-31	$0
Total plan liabilities at beginning of year	2021-10-31	$0
Total income from all sources	2021-10-31	$202,155
Expenses. Total of all expenses incurred	2021-10-31	$50,000
Benefits paid (including direct rollovers)	2021-10-31	$50,000
Total plan assets at end of year	2021-10-31	$971,299
Total plan assets at beginning of year	2021-10-31	$819,144
Total contributions received or receivable from participants	2021-10-31	$0
Expenses. Other expenses not covered elsewhere	2021-10-31	$0
Contributions received from other sources (not participants or employers)	2021-10-31	$0
Other income received	2021-10-31	$202,155
Noncash contributions received	2021-10-31	$0
Net income (gross income less expenses)	2021-10-31	$152,155
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$971,299
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$819,144
Assets. Value of assets in partnership/joint-venture interests	2021-10-31	$400,000
Total contributions received or receivable from employer(s)	2021-10-31	$0
Value of certain deemed distributions of participant loans	2021-10-31	$0
Value of corrective distributions	2021-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-10-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-10-31	$0
2020 : J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-10-31	$0
Total plan liabilities at beginning of year	2020-10-31	$0
Total income from all sources	2020-10-31	$-34,586
Expenses. Total of all expenses incurred	2020-10-31	$45,000
Benefits paid (including direct rollovers)	2020-10-31	$45,000
Total plan assets at end of year	2020-10-31	$819,144
Total plan assets at beginning of year	2020-10-31	$898,730
Total contributions received or receivable from participants	2020-10-31	$0
Expenses. Other expenses not covered elsewhere	2020-10-31	$0
Contributions received from other sources (not participants or employers)	2020-10-31	$0
Other income received	2020-10-31	$-34,586
Noncash contributions received	2020-10-31	$0
Net income (gross income less expenses)	2020-10-31	$-79,586
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$819,144
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$898,730
Assets. Value of assets in partnership/joint-venture interests	2020-10-31	$400,000
Total contributions received or receivable from employer(s)	2020-10-31	$0
Value of certain deemed distributions of participant loans	2020-10-31	$0
Value of corrective distributions	2020-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-10-31	$0
2019 : J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-10-31	$0
Total plan liabilities at beginning of year	2019-10-31	$0
Total income from all sources	2019-10-31	$57,675
Expenses. Total of all expenses incurred	2019-10-31	$8,098
Benefits paid (including direct rollovers)	2019-10-31	$6,262
Total plan assets at end of year	2019-10-31	$898,730
Total plan assets at beginning of year	2019-10-31	$849,153
Total contributions received or receivable from participants	2019-10-31	$0
Expenses. Other expenses not covered elsewhere	2019-10-31	$0
Contributions received from other sources (not participants or employers)	2019-10-31	$0
Other income received	2019-10-31	$57,675
Noncash contributions received	2019-10-31	$0
Net income (gross income less expenses)	2019-10-31	$49,577
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$898,730
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$849,153
Assets. Value of assets in partnership/joint-venture interests	2019-10-31	$400,000
Total contributions received or receivable from employer(s)	2019-10-31	$0
Value of certain deemed distributions of participant loans	2019-10-31	$0
Value of corrective distributions	2019-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-10-31	$1,836
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-10-31	$0
2018 : J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-10-31	$0
2017 : J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-10-31	$0
Total plan liabilities at beginning of year	2017-10-31	$0
Total income from all sources	2017-10-31	$72,169
Expenses. Total of all expenses incurred	2017-10-31	$33,819
Benefits paid (including direct rollovers)	2017-10-31	$29,847
Total plan assets at end of year	2017-10-31	$893,954
Total plan assets at beginning of year	2017-10-31	$855,604
Total contributions received or receivable from participants	2017-10-31	$0
Expenses. Other expenses not covered elsewhere	2017-10-31	$60
Contributions received from other sources (not participants or employers)	2017-10-31	$0
Other income received	2017-10-31	$72,169
Noncash contributions received	2017-10-31	$0
Net income (gross income less expenses)	2017-10-31	$38,350
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$893,954
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$855,604
Assets. Value of assets in partnership/joint-venture interests	2017-10-31	$400,000
Total contributions received or receivable from employer(s)	2017-10-31	$0
Value of certain deemed distributions of participant loans	2017-10-31	$0
Value of corrective distributions	2017-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-10-31	$3,912
2016 : J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-10-31	$0
Total plan liabilities at beginning of year	2016-10-31	$0
Total income from all sources	2016-10-31	$22,620
Expenses. Total of all expenses incurred	2016-10-31	$3,770
Benefits paid (including direct rollovers)	2016-10-31	$0
Total plan assets at end of year	2016-10-31	$855,604
Total plan assets at beginning of year	2016-10-31	$836,754
Total contributions received or receivable from participants	2016-10-31	$0
Expenses. Other expenses not covered elsewhere	2016-10-31	$0
Contributions received from other sources (not participants or employers)	2016-10-31	$0
Other income received	2016-10-31	$22,620
Noncash contributions received	2016-10-31	$0
Net income (gross income less expenses)	2016-10-31	$18,850
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$855,604
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$836,754
Assets. Value of assets in partnership/joint-venture interests	2016-10-31	$400,000
Total contributions received or receivable from employer(s)	2016-10-31	$0
Value of certain deemed distributions of participant loans	2016-10-31	$0
Value of corrective distributions	2016-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-10-31	$3,770
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-10-31	$0
2015 : J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-10-31	$0
Total plan liabilities at beginning of year	2015-10-31	$0
Total income from all sources	2015-10-31	$7,400
Expenses. Total of all expenses incurred	2015-10-31	$5,629
Benefits paid (including direct rollovers)	2015-10-31	$0
Total plan assets at end of year	2015-10-31	$836,754
Total plan assets at beginning of year	2015-10-31	$834,983
Total contributions received or receivable from participants	2015-10-31	$0
Expenses. Other expenses not covered elsewhere	2015-10-31	$25
Contributions received from other sources (not participants or employers)	2015-10-31	$0
Other income received	2015-10-31	$7,400
Noncash contributions received	2015-10-31	$0
Net income (gross income less expenses)	2015-10-31	$1,771
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$836,754
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$834,983
Assets. Value of assets in partnership/joint-venture interests	2015-10-31	$400,000
Total contributions received or receivable from employer(s)	2015-10-31	$0
Value of certain deemed distributions of participant loans	2015-10-31	$0
Value of corrective distributions	2015-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$5,604
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-10-31	$0

Form 5500 Responses for J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST

2021: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	Submission has been amended	No
2021-11-01	This submission is the final filing	No
2021-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-11-01	Plan is a collectively bargained plan	No
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement - Trust	Yes
2020: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	Submission has been amended	No
2020-11-01	This submission is the final filing	No
2020-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-11-01	Plan is a collectively bargained plan	No
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Submission has been amended	No
2019-11-01	This submission is the final filing	No
2019-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-11-01	Plan is a collectively bargained plan	No
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2018: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Submission has been amended	No
2018-11-01	This submission is the final filing	No
2018-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-11-01	Plan is a collectively bargained plan	No
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2017: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Submission has been amended	No
2017-11-01	This submission is the final filing	No
2017-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-11-01	Plan is a collectively bargained plan	No
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Submission has been amended	No
2016-11-01	This submission is the final filing	No
2016-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-11-01	Plan is a collectively bargained plan	No
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Submission has been amended	No
2015-11-01	This submission is the final filing	No
2015-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-11-01	Plan is a collectively bargained plan	No
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2008: J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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

Company Name:	J MICHAEL RONEY INSURANCE SERVICES INC
Employer identification number (EIN):	953623227
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages