J MICHAEL RONEY INSURANCE SERVICES INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN
401k plan membership statisitcs for J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2021: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 0 |
| Total of all active and inactive participants | 2021-11-01 | 1 |
| 2020: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 0 |
| Total of all active and inactive participants | 2020-11-01 | 1 |
| 2019: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 0 |
| Total of all active and inactive participants | 2019-11-01 | 1 |
| 2018: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 0 |
| Total of all active and inactive participants | 2018-11-01 | 1 |
| 2017: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2017-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 0 |
| Total of all active and inactive participants | 2017-11-01 | 1 |
| 2016: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 0 |
| Total of all active and inactive participants | 2016-11-01 | 1 |
| 2015: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 0 |
| Total of all active and inactive participants | 2015-11-01 | 1 |
| 2014: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 0 |
| Total of all active and inactive participants | 2014-11-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 | $-81,292 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $34,279 |
| Benefits paid (including direct rollovers) | 2022-10-31 | $34,236 |
| Total plan assets at end of year | 2022-10-31 | $924,580 |
| Total plan assets at beginning of year | 2022-10-31 | $1,040,151 |
| Total contributions received or receivable from participants | 2022-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2022-10-31 | $550,000 |
| Expenses. Other expenses not covered elsewhere | 2022-10-31 | $43 |
| Contributions received from other sources (not participants or employers) | 2022-10-31 | $0 |
| Other income received | 2022-10-31 | $-81,292 |
| Noncash contributions received | 2022-10-31 | $0 |
| Net income (gross income less expenses) | 2022-10-31 | $-115,571 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $924,580 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $1,040,151 |
| Total contributions received or receivable from employer(s) | 2022-10-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-10-31 | $0 |
| Value of corrective distributions | 2022-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-10-31 | $0 |
| 2021 : J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 | $93,618 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $40,142 |
| Benefits paid (including direct rollovers) | 2021-10-31 | $39,734 |
| Total plan assets at end of year | 2021-10-31 | $1,040,151 |
| Total plan assets at beginning of year | 2021-10-31 | $986,675 |
| Total contributions received or receivable from participants | 2021-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2021-10-31 | $550,000 |
| Expenses. Other expenses not covered elsewhere | 2021-10-31 | $408 |
| Contributions received from other sources (not participants or employers) | 2021-10-31 | $0 |
| Other income received | 2021-10-31 | $93,618 |
| Noncash contributions received | 2021-10-31 | $0 |
| Net income (gross income less expenses) | 2021-10-31 | $53,476 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $1,040,151 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $986,675 |
| Total contributions received or receivable from employer(s) | 2021-10-31 | $0 |
| 2020 : J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 | $-55,040 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $53,527 |
| Benefits paid (including direct rollovers) | 2020-10-31 | $52,805 |
| Total plan assets at end of year | 2020-10-31 | $986,675 |
| Total plan assets at beginning of year | 2020-10-31 | $1,095,242 |
| Total contributions received or receivable from participants | 2020-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2020-10-31 | $550,000 |
| 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 | $-55,040 |
| Noncash contributions received | 2020-10-31 | $0 |
| Net income (gross income less expenses) | 2020-10-31 | $-108,567 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $986,675 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $1,095,242 |
| 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 | $722 |
| 2019 : J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 | $65,313 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $57,469 |
| Benefits paid (including direct rollovers) | 2019-10-31 | $55,024 |
| Total plan assets at end of year | 2019-10-31 | $1,095,242 |
| Total plan assets at beginning of year | 2019-10-31 | $1,087,398 |
| Total contributions received or receivable from participants | 2019-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2019-10-31 | $550,000 |
| 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 | $65,313 |
| Noncash contributions received | 2019-10-31 | $0 |
| Net income (gross income less expenses) | 2019-10-31 | $7,844 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $1,095,242 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $1,087,398 |
| 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 | $2,445 |
| 2017 : J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 | $83,281 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $17,559 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $12,798 |
| Total plan assets at end of year | 2017-10-31 | $1,143,297 |
| Total plan assets at beginning of year | 2017-10-31 | $1,077,575 |
| Total contributions received or receivable from participants | 2017-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2017-10-31 | $550,000 |
| Expenses. Other expenses not covered elsewhere | 2017-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-10-31 | $0 |
| Other income received | 2017-10-31 | $83,281 |
| Noncash contributions received | 2017-10-31 | $0 |
| Net income (gross income less expenses) | 2017-10-31 | $65,722 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $1,143,297 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $1,077,575 |
| 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 | $4,761 |
| 2016 : J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 | $473,022 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $107,327 |
| Benefits paid (including direct rollovers) | 2016-10-31 | $102,540 |
| Total plan assets at end of year | 2016-10-31 | $1,077,575 |
| Total plan assets at beginning of year | 2016-10-31 | $711,880 |
| Total contributions received or receivable from participants | 2016-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2016-10-31 | $550,000 |
| Expenses. Other expenses not covered elsewhere | 2016-10-31 | $5 |
| Contributions received from other sources (not participants or employers) | 2016-10-31 | $0 |
| Other income received | 2016-10-31 | $473,022 |
| Noncash contributions received | 2016-10-31 | $0 |
| Net income (gross income less expenses) | 2016-10-31 | $365,695 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $1,077,575 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $711,880 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $4,782 |
| 2015 : J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 | $18,902 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $88,025 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $81,365 |
| Total plan assets at end of year | 2015-10-31 | $711,880 |
| Total plan assets at beginning of year | 2015-10-31 | $781,003 |
| Total contributions received or receivable from participants | 2015-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2015-10-31 | $100,000 |
| Contributions received from other sources (not participants or employers) | 2015-10-31 | $0 |
| Other income received | 2015-10-31 | $18,902 |
| Noncash contributions received | 2015-10-31 | $0 |
| Net income (gross income less expenses) | 2015-10-31 | $-69,123 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $711,880 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $781,003 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-10-31 | $5,006 |
| Value of corrective distributions | 2015-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $1,654 |
| 2021: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 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 |
