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TOM JONES INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameTOM JONES INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

TOM JONES INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

TOM JONES INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:TOM JONES INSURANCE AGENCY, INC.
Employer identification number (EIN):311365880
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about TOM JONES INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1992-12-21
Company Identification Number: 833806
Legal Registered Office Address: 2642 GIFT ST
-
MILLERSPORT
United States of America (USA)
43046

More information about TOM JONES INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOM JONES INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT WELDON2023-05-27 ROBERT WELDON2023-05-27
0012021-01-01ROBERT WELDON2022-05-14 ROBERT WELDON2022-05-14
0012020-01-01ROBERT WELDON2021-03-31 ROBERT WELDON2021-03-31
0012019-01-01ROBERT WELDON2020-03-03 ROBERT WELDON2020-03-03
0012018-01-01ROBERT WELDON2019-04-26 ROBERT WELDON2019-04-26
0012016-01-01ROBERT WELDON ROBERT WELDON2017-03-14
0012015-01-01ROBERT WELDON ROBERT WELDON2016-04-05

Plan Statistics for TOM JONES INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for TOM JONES INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: TOM JONES INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: TOM JONES INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on TOM JONES INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016 : TOM JONES INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$76,276
Expenses. Total of all expenses incurred2016-12-31$6,553
Total plan assets at end of year2016-12-31$481,530
Total plan assets at beginning of year2016-12-31$411,807
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$33,465
Other income received2016-12-31$14,863
Net income (gross income less expenses)2016-12-31$69,723
Net plan assets at end of year (total assets less liabilities)2016-12-31$481,530
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$411,807
Total contributions received or receivable from employer(s)2016-12-31$27,948
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,553

Form 5500 Responses for TOM JONES INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2016: TOM JONES INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TOM JONES INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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