JOHN R. YOUNG & CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN R. YOUNG & COMPANY BENEFIT PLAN
401k plan membership statisitcs for JOHN R. YOUNG & COMPANY BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: JOHN R. YOUNG & COMPANY BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 34 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 0 |
| Total of all active and inactive participants | 2022-07-01 | 34 |
| 2021: JOHN R. YOUNG & COMPANY BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 33 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
| Total of all active and inactive participants | 2021-07-01 | 33 |
| Total participants, beginning-of-year | 2021-06-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 38 |
| Number of retired or separated participants receiving benefits | 2021-06-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 0 |
| Total of all active and inactive participants | 2021-06-01 | 39 |
| 2020: JOHN R. YOUNG & COMPANY BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 37 |
| Number of retired or separated participants receiving benefits | 2020-06-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 0 |
| Total of all active and inactive participants | 2020-06-01 | 38 |
| 2019: JOHN R. YOUNG & COMPANY BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 38 |
| Number of retired or separated participants receiving benefits | 2019-06-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 0 |
| Total of all active and inactive participants | 2019-06-01 | 40 |
| Measure | Date | Value |
|---|
| 2023 : JOHN R. YOUNG & COMPANY BENEFIT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-06-30 | $40,351 |
| Total plan liabilities at beginning of year | 2023-06-30 | $196,550 |
| Total income from all sources | 2023-06-30 | $514,667 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $364,029 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $161,799 |
| Total plan assets at end of year | 2023-06-30 | $14,168 |
| Total plan assets at beginning of year | 2023-06-30 | $19,729 |
| Value of fidelity bond covering the plan | 2023-06-30 | $50,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $160,494 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $185,617 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $0 |
| Other income received | 2023-06-30 | $44 |
| Net income (gross income less expenses) | 2023-06-30 | $150,638 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $-26,183 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $-176,821 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $354,129 |
| Value of corrective distributions | 2023-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $16,613 |
| 2022 : JOHN R. YOUNG & COMPANY BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-06-30 | $196,550 |
| Total plan liabilities at beginning of year | 2022-06-30 | $41,240 |
| Total income from all sources | 2022-06-30 | $479,219 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $702,307 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $417,614 |
| Total plan assets at end of year | 2022-06-30 | $19,729 |
| Total plan assets at beginning of year | 2022-06-30 | $87,507 |
| Value of fidelity bond covering the plan | 2022-06-30 | $50,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $143,984 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $183,913 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $0 |
| Other income received | 2022-06-30 | $0 |
| Net income (gross income less expenses) | 2022-06-30 | $-223,088 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $-176,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $46,267 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $335,235 |
| Value of corrective distributions | 2022-06-30 | $84,088 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $16,692 |
| 2021 : JOHN R. YOUNG & COMPANY BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-06-30 | $41,240 |
| Total plan liabilities at beginning of year | 2021-06-30 | $45,710 |
| Total income from all sources | 2021-06-30 | $40,604 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $44,277 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $27,823 |
| Total plan assets at end of year | 2021-06-30 | $87,507 |
| Total plan assets at beginning of year | 2021-06-30 | $95,650 |
| Value of fidelity bond covering the plan | 2021-06-30 | $50,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $10,726 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $13,638 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $657 |
| Other income received | 2021-06-30 | $0 |
| Net income (gross income less expenses) | 2021-06-30 | $-3,673 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $46,267 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $49,940 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $29,221 |
| Value of corrective distributions | 2021-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $2,816 |
| Total plan liabilities at end of year | 2021-05-31 | $45,710 |
| Total plan liabilities at beginning of year | 2021-05-31 | $22,786 |
| Total income from all sources | 2021-05-31 | $477,725 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $545,982 |
| Benefits paid (including direct rollovers) | 2021-05-31 | $351,957 |
| Total plan assets at end of year | 2021-05-31 | $95,650 |
| Total plan assets at beginning of year | 2021-05-31 | $140,983 |
| Value of fidelity bond covering the plan | 2021-05-31 | $50,000 |
| Total contributions received or receivable from participants | 2021-05-31 | $139,540 |
| Expenses. Other expenses not covered elsewhere | 2021-05-31 | $177,718 |
| Contributions received from other sources (not participants or employers) | 2021-05-31 | $12,090 |
| Net income (gross income less expenses) | 2021-05-31 | $-68,257 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $49,940 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $118,197 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $326,095 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $16,307 |
| 2020 : JOHN R. YOUNG & COMPANY BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-05-31 | $22,786 |
| Total plan liabilities at beginning of year | 2020-05-31 | $0 |
| Total income from all sources | 2020-05-31 | $466,449 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $348,252 |
| Benefits paid (including direct rollovers) | 2020-05-31 | $164,555 |
| Total plan assets at end of year | 2020-05-31 | $140,983 |
| Total plan assets at beginning of year | 2020-05-31 | $0 |
| Value of fidelity bond covering the plan | 2020-05-31 | $50,000 |
| Total contributions received or receivable from participants | 2020-05-31 | $153,530 |
| Expenses. Other expenses not covered elsewhere | 2020-05-31 | $165,721 |
| Contributions received from other sources (not participants or employers) | 2020-05-31 | $2,735 |
| Other income received | 2020-05-31 | $0 |
| Net income (gross income less expenses) | 2020-05-31 | $118,197 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $118,197 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-05-31 | $310,184 |
| Value of corrective distributions | 2020-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-05-31 | $17,976 |
| 2022: JOHN R. YOUNG & COMPANY BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: JOHN R. YOUNG & COMPANY BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Submission has been amended | No |
| 2021-06-01 | This submission is the final filing | No |
| 2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-06-01 | Plan is a collectively bargained plan | No |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JOHN R. YOUNG & COMPANY BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Submission has been amended | No |
| 2020-06-01 | This submission is the final filing | No |
| 2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-06-01 | Plan is a collectively bargained plan | No |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JOHN R. YOUNG & COMPANY BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | First time form 5500 has been submitted | Yes |
| 2019-06-01 | Submission has been amended | No |
| 2019-06-01 | This submission is the final filing | No |
| 2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-06-01 | Plan is a collectively bargained plan | No |
| 2019-06-01 | Plan funding arrangement – Insurance | Yes |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2019-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 31000064 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000064 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $156,273 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 31000064 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000064 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $153,174 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 31000064 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000064 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2021-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $12,468 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 31000064 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000064 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $144,690 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 31000064 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000064 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $132,204 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
