B.J. KIRBY INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan B.J. KIRBY INSURANCE AGENCY, INC. 401(K)PROFIT SHARING PLAN
401k plan membership statisitcs for B.J. KIRBY INSURANCE AGENCY, INC. 401(K)PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2013: B.J. KIRBY INSURANCE AGENCY, INC. 401(K)PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: B.J. KIRBY INSURANCE AGENCY, INC. 401(K)PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: B.J. KIRBY INSURANCE AGENCY, INC. 401(K)PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 6 |
| Number of participants with account balances | 2011-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : B.J. KIRBY INSURANCE AGENCY, INC. 401(K)PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $85,760 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $394,558 |
| Total plan assets at beginning of year | 2013-12-31 | $308,798 |
| Total contributions received or receivable from participants | 2013-12-31 | $16,094 |
| Other income received | 2013-12-31 | $63,486 |
| Net income (gross income less expenses) | 2013-12-31 | $85,760 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $394,558 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $308,798 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $6,180 |
| 2012 : B.J. KIRBY INSURANCE AGENCY, INC. 401(K)PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $68,629 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $227,220 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $227,220 |
| Total plan assets at end of year | 2012-12-31 | $308,798 |
| Total plan assets at beginning of year | 2012-12-31 | $467,389 |
| Total contributions received or receivable from participants | 2012-12-31 | $7,440 |
| Other income received | 2012-12-31 | $55,825 |
| Net income (gross income less expenses) | 2012-12-31 | $-158,591 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $308,798 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $467,389 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $5,364 |
| 2011 : B.J. KIRBY INSURANCE AGENCY, INC. 401(K)PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $6,171 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $467,389 |
| Total plan assets at beginning of year | 2011-12-31 | $461,218 |
| Total contributions received or receivable from participants | 2011-12-31 | $13,690 |
| Other income received | 2011-12-31 | $-15,365 |
| Net income (gross income less expenses) | 2011-12-31 | $6,171 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $467,389 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $461,218 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $7,846 |
| 2010 : B.J. KIRBY INSURANCE AGENCY, INC. 401(K)PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| 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 | $111,184 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $461,218 |
| Total plan assets at beginning of year | 2010-12-31 | $350,034 |
| Total contributions received or receivable from participants | 2010-12-31 | $26,515 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $44,669 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $111,184 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $461,218 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $350,034 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $40,000 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2013: B.J. KIRBY INSURANCE AGENCY, INC. 401(K)PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: B.J. KIRBY INSURANCE AGENCY, INC. 401(K)PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: B.J. KIRBY INSURANCE AGENCY, INC. 401(K)PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 68486 |
| Policy instance | 1 |
| Insurance contract or identification number | 68486 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,372 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Other information about contract | PSA | | Commission paid to Insurance Broker | USD $3,372 | | Insurance broker organization code? | 6 | | Insurance broker name | JOHN RUSHTON |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 68486 |
| Policy instance | 1 |
| Insurance contract or identification number | 68486 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $4,778 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Other information about contract | PSA | | Commission paid to Insurance Broker | USD $4,778 | | Insurance broker organization code? | 6 | | Insurance broker name | JOHN RUSHTON |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 68486 |
| Policy instance | 1 |
| Insurance contract or identification number | 68486 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $4,585 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Other information about contract | PSA |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 68486 |
| Policy instance | 1 |
| Insurance contract or identification number | 68486 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $3,303 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Other information about contract | PSA |
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