401k Plan data: SCOTT JENKINS AGENCY RETIREMENT PLAN plan

SCOTT JENKINS AGENCY RETIREMENT PLAN 401k Plan overview

Plan Name	SCOTT JENKINS AGENCY RETIREMENT PLAN
Plan identification number	001

SCOTT JENKINS AGENCY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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

SCOTT JENKINS AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: SCOTT JENKINS AGENCY, INC.

Employer identification number (EIN): 471339593

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT JENKINS AGENCY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 JEFFREY S. JENKINS
001 2023-01-01
001 2023-01-01 JEFFREY S. JENKINS
001 2022-01-01
001 2022-01-01 JEFFREY S. JENKINS
001 2021-01-01
001 2021-01-01 JEFFREY S. JENKINS
001 2020-01-01
001 2019-01-01
001 2018-01-01 JEFFREY S. JENKINS
001 2017-01-01 JEFFREY S. JENKINS
001 2016-01-01 JEFFREY S. JENKINS JEFFREY S. JENKINS 2017-04-05
001 2015-01-01 JEFFREY S. JENKINS JEFFREY S. JENKINS 2016-07-08
001 2014-07-15 JEFFREY S. JENKINS JEFFREY S. JENKINS 2015-03-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	JEFFREY S. JENKINS
001	2023-01-01
001	2023-01-01	JEFFREY S. JENKINS
001	2022-01-01
001	2022-01-01	JEFFREY S. JENKINS
001	2021-01-01
001	2021-01-01	JEFFREY S. JENKINS
001	2020-01-01
001	2019-01-01
001	2018-01-01	JEFFREY S. JENKINS
001	2017-01-01	JEFFREY S. JENKINS
001	2016-01-01	JEFFREY S. JENKINS	JEFFREY S. JENKINS	2017-04-05
001	2015-01-01	JEFFREY S. JENKINS	JEFFREY S. JENKINS	2016-07-08
001	2014-07-15	JEFFREY S. JENKINS	JEFFREY S. JENKINS	2015-03-09

Financial Data on SCOTT JENKINS AGENCY RETIREMENT PLAN

Measure	Date	Value
2024 : SCOTT JENKINS AGENCY RETIREMENT PLAN 2024 401k financial data
Total income from all sources	2024-01-01	$-28,653
Expenses. Total of all expenses incurred	2024-01-01	$255,347
Benefits paid (including direct rollovers)	2024-01-01	$255,347
Total plan assets at end of year	2024-01-01	$0
Total plan assets at beginning of year	2024-01-01	$284,000
Value of fidelity bond covering the plan	2024-01-01	$60,000
Other income received	2024-01-01	$-28,653
Net income (gross income less expenses)	2024-01-01	$-284,000
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$0
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$284,000
Assets. Value of employer securities	2024-01-01	$0
2023 : SCOTT JENKINS AGENCY RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$1,000
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$284,000
Total plan assets at beginning of year	2023-12-31	$283,000
Value of fidelity bond covering the plan	2023-12-31	$60,000
Other income received	2023-12-31	$1,000
Net income (gross income less expenses)	2023-12-31	$1,000
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$284,000
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$283,000
Assets. Value of employer securities	2023-12-31	$284,000
2022 : SCOTT JENKINS AGENCY RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-167,000
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$283,000
Total plan assets at beginning of year	2022-12-31	$450,000
Value of fidelity bond covering the plan	2022-12-31	$60,000
Other income received	2022-12-31	$-167,000
Net income (gross income less expenses)	2022-12-31	$-167,000
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$283,000
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$450,000
Assets. Value of employer securities	2022-12-31	$283,000
2021 : SCOTT JENKINS AGENCY RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$-140,000
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$450,000
Total plan assets at beginning of year	2021-12-31	$590,000
Value of fidelity bond covering the plan	2021-12-31	$60,000
Other income received	2021-12-31	$-140,000
Net income (gross income less expenses)	2021-12-31	$-140,000
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$450,000
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$590,000
Assets. Value of employer securities	2021-12-31	$450,000
2020 : SCOTT JENKINS AGENCY RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$5,000
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$590,000
Total plan assets at beginning of year	2020-12-31	$585,000
Value of fidelity bond covering the plan	2020-12-31	$60,000
Other income received	2020-12-31	$5,000
Net income (gross income less expenses)	2020-12-31	$5,000
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$590,000
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$585,000
Assets. Value of employer securities	2020-12-31	$590,000
2019 : SCOTT JENKINS AGENCY RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$10,000
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$585,000
Total plan assets at beginning of year	2019-12-31	$575,000
Value of fidelity bond covering the plan	2019-12-31	$60,000
Other income received	2019-12-31	$10,000
Net income (gross income less expenses)	2019-12-31	$10,000
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$585,000
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$575,000
Assets. Value of employer securities	2019-12-31	$585,000
2018 : SCOTT JENKINS AGENCY RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$7,550
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$575,000
Total plan assets at beginning of year	2018-12-31	$567,450
Value of fidelity bond covering the plan	2018-12-31	$60,000
Other income received	2018-12-31	$7,550
Net income (gross income less expenses)	2018-12-31	$7,550
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$575,000
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$567,450
Assets. Value of employer securities	2018-12-31	$575,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SCOTT JENKINS AGENCY RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$17,450
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$567,450
Total plan assets at beginning of year	2017-12-31	$550,000
Value of fidelity bond covering the plan	2017-12-31	$60,000
Other income received	2017-12-31	$17,450
Net income (gross income less expenses)	2017-12-31	$17,450
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$567,450
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$550,000
Assets. Value of employer securities	2017-12-31	$567,450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SCOTT JENKINS AGENCY RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$-17,250
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$550,000
Total plan assets at beginning of year	2016-12-31	$567,250
Value of fidelity bond covering the plan	2016-12-31	$60,000
Other income received	2016-12-31	$-17,250
Net income (gross income less expenses)	2016-12-31	$-17,250
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$550,000
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$567,250
Assets. Value of employer securities	2016-12-31	$550,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SCOTT JENKINS AGENCY RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$47,250
Expenses. Total of all expenses incurred	2015-12-31	$385
Benefits paid (including direct rollovers)	2015-12-31	$385
Total plan assets at end of year	2015-12-31	$567,250
Total plan assets at beginning of year	2015-12-31	$520,385
Other income received	2015-12-31	$47,250
Net income (gross income less expenses)	2015-12-31	$46,865
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$567,250
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$520,385
Assets. Value of employer securities	2015-12-31	$567,250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SCOTT JENKINS AGENCY RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$520,415
Expenses. Total of all expenses incurred	2014-12-31	$30
Total plan assets at end of year	2014-12-31	$520,385
Expenses. Other expenses not covered elsewhere	2014-12-31	$30
Contributions received from other sources (not participants or employers)	2014-12-31	$534,485
Other income received	2014-12-31	$-14,070
Net income (gross income less expenses)	2014-12-31	$520,385
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$520,385
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$520,000

Form 5500 Responses for SCOTT JENKINS AGENCY RETIREMENT PLAN

2023: SCOTT JENKINS AGENCY RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SCOTT JENKINS AGENCY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCOTT JENKINS AGENCY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCOTT JENKINS AGENCY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCOTT JENKINS AGENCY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCOTT JENKINS AGENCY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCOTT JENKINS AGENCY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCOTT JENKINS AGENCY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCOTT JENKINS AGENCY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCOTT JENKINS AGENCY RETIREMENT PLAN 2014 form 5500 responses
2014-07-15	Type of plan entity	Single employer plan
2014-07-15	First time form 5500 has been submitted	Yes
2014-07-15	Submission has been amended	No
2014-07-15	This submission is the final filing	No
2014-07-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-07-15	Plan is a collectively bargained plan	No
2014-07-15	Plan funding arrangement – Trust	Yes
2014-07-15	Plan benefit arrangement - Trust	Yes

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Company Name:	SCOTT JENKINS AGENCY, INC.
Employer identification number (EIN):	471339593
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages