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P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan NameP&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN
Plan identification number 001

P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

P&J INSURANCE AGENCY INC has sponsored the creation of one or more 401k plans.

Company Name:P&J INSURANCE AGENCY INC
Employer identification number (EIN):311200368
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01DANIEL BRADY2019-10-03
0012017-01-01DANIEL BRADY2018-12-12
0012016-01-01DANIEL BRADY2017-10-10
0012015-01-01DANIEL BRADY2016-04-12
0012014-01-01DANIEL BRADY2015-04-22
0012013-01-01DANIEL BRADY2014-03-25
0012012-01-01DANIEL BRADY2013-05-23
0012011-01-01DANIEL BRADY
0012010-01-01DANIEL BRADY
0012009-01-01DANIEL BRADY
0012009-01-01DANIEL BRADY
0012008-01-01

Plan Statistics for P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2011: P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2011 : P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$13,045
Expenses. Total of all expenses incurred2011-12-31$27,505
Benefits paid (including direct rollovers)2011-12-31$27,505
Total plan assets at end of year2011-12-31$938,773
Total plan assets at beginning of year2011-12-31$953,233
Value of fidelity bond covering the plan2011-12-31$93,877
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$13,045
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-14,460
Net plan assets at end of year (total assets less liabilities)2011-12-31$938,773
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$953,233
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$62,538
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$953,233
Total plan assets at beginning of year2010-12-31$890,695
Value of fidelity bond covering the plan2010-12-31$95,323
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$62,538
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$62,538
Net plan assets at end of year (total assets less liabilities)2010-12-31$953,233
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$890,695
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN

2011: P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: P&J INSURANCE AGENCY EMPLOYEE PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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