JAMES M. VAUGHAN,VAUGHAN INSURANCE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VAUGHAN INSURANCE PROFIT SHARING PLAN
Measure | Date | Value |
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2019: VAUGHAN INSURANCE PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: VAUGHAN INSURANCE PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: VAUGHAN INSURANCE PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: VAUGHAN INSURANCE PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: VAUGHAN INSURANCE PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: VAUGHAN INSURANCE PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: VAUGHAN INSURANCE PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: VAUGHAN INSURANCE PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: VAUGHAN INSURANCE PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: VAUGHAN INSURANCE PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 5 |
Number of participants with account balances | 2010-01-01 | 5 |
2009: VAUGHAN INSURANCE PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 5 |
Measure | Date | Value |
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2019 : VAUGHAN INSURANCE PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $362,267 |
Expenses. Total of all expenses incurred | 2019-12-31 | $10,910 |
Total plan assets at end of year | 2019-12-31 | $1,793,919 |
Total plan assets at beginning of year | 2019-12-31 | $1,442,562 |
Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $10,910 |
Other income received | 2019-12-31 | $317,438 |
Net income (gross income less expenses) | 2019-12-31 | $351,357 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,793,919 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,442,562 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $44,829 |
2018 : VAUGHAN INSURANCE PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-127,764 |
Expenses. Total of all expenses incurred | 2018-12-31 | $14,999 |
Benefits paid (including direct rollovers) | 2018-12-31 | $5,000 |
Total plan assets at end of year | 2018-12-31 | $1,442,562 |
Total plan assets at beginning of year | 2018-12-31 | $1,585,325 |
Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
Other income received | 2018-12-31 | $-182,282 |
Net income (gross income less expenses) | 2018-12-31 | $-142,763 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,442,562 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,585,325 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $54,518 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $9,999 |
2017 : VAUGHAN INSURANCE PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $298,703 |
Expenses. Total of all expenses incurred | 2017-12-31 | $11,109 |
Total plan assets at end of year | 2017-12-31 | $1,585,325 |
Total plan assets at beginning of year | 2017-12-31 | $1,297,731 |
Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
Other income received | 2017-12-31 | $248,744 |
Net income (gross income less expenses) | 2017-12-31 | $287,594 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,585,325 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,297,731 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $49,959 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $11,109 |
2016 : VAUGHAN INSURANCE PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $127,927 |
Expenses. Total of all expenses incurred | 2016-12-31 | $8,145 |
Total plan assets at end of year | 2016-12-31 | $1,297,731 |
Total plan assets at beginning of year | 2016-12-31 | $1,177,949 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Other income received | 2016-12-31 | $66,712 |
Net income (gross income less expenses) | 2016-12-31 | $119,782 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,297,731 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,177,949 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $61,215 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $8,145 |
2015 : VAUGHAN INSURANCE PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $4,346 |
Expenses. Total of all expenses incurred | 2015-12-31 | $9,451 |
Total plan assets at end of year | 2015-12-31 | $1,177,949 |
Total plan assets at beginning of year | 2015-12-31 | $1,183,054 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Other income received | 2015-12-31 | $-59,698 |
Net income (gross income less expenses) | 2015-12-31 | $-5,105 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,177,949 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,183,054 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $64,044 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $9,451 |
2014 : VAUGHAN INSURANCE PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $70,722 |
Expenses. Total of all expenses incurred | 2014-12-31 | $7,471 |
Total plan assets at end of year | 2014-12-31 | $1,183,054 |
Total plan assets at beginning of year | 2014-12-31 | $1,119,803 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Other income received | 2014-12-31 | $20,120 |
Net income (gross income less expenses) | 2014-12-31 | $63,251 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,183,054 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,119,803 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $50,602 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $7,471 |
2013 : VAUGHAN INSURANCE PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $208,679 |
Expenses. Total of all expenses incurred | 2013-12-31 | $126,453 |
Benefits paid (including direct rollovers) | 2013-12-31 | $117,404 |
Total plan assets at end of year | 2013-12-31 | $1,119,803 |
Total plan assets at beginning of year | 2013-12-31 | $1,037,577 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Other income received | 2013-12-31 | $157,167 |
Net income (gross income less expenses) | 2013-12-31 | $82,226 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,119,803 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,037,577 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $51,512 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $9,049 |
2012 : VAUGHAN INSURANCE PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $155,229 |
Expenses. Total of all expenses incurred | 2012-12-31 | $6,650 |
Total plan assets at end of year | 2012-12-31 | $1,037,577 |
Total plan assets at beginning of year | 2012-12-31 | $888,998 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Other income received | 2012-12-31 | $99,266 |
Net income (gross income less expenses) | 2012-12-31 | $148,579 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,037,577 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $888,998 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $55,963 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $6,650 |
2011 : VAUGHAN INSURANCE PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-18,111 |
Expenses. Total of all expenses incurred | 2011-12-31 | $8,659 |
Total plan assets at end of year | 2011-12-31 | $888,998 |
Total plan assets at beginning of year | 2011-12-31 | $915,768 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Other income received | 2011-12-31 | $-60,523 |
Net income (gross income less expenses) | 2011-12-31 | $-26,770 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $888,998 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $915,768 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $42,412 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $8,659 |
2010 : VAUGHAN INSURANCE PROFIT SHARING PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $-1,000 |
Total income from all sources | 2010-12-31 | $139,244 |
Expenses. Total of all expenses incurred | 2010-12-31 | $6,295 |
Total plan assets at end of year | 2010-12-31 | $915,768 |
Total plan assets at beginning of year | 2010-12-31 | $783,819 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Other income received | 2010-12-31 | $97,044 |
Net income (gross income less expenses) | 2010-12-31 | $132,949 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $915,768 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $783,819 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $42,200 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,295 |
2019: VAUGHAN INSURANCE PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: VAUGHAN INSURANCE PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: VAUGHAN INSURANCE PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: VAUGHAN INSURANCE PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: VAUGHAN INSURANCE PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: VAUGHAN INSURANCE PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: VAUGHAN INSURANCE PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: VAUGHAN INSURANCE PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: VAUGHAN INSURANCE PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: VAUGHAN INSURANCE PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: VAUGHAN INSURANCE PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |