401k Plan data: JULIANA PLANNING GROUP LLC 401K PLAN plan

JULIANA PLANNING GROUP LLC 401K PLAN 401k Plan overview

Plan Name	JULIANA PLANNING GROUP LLC 401K PLAN
Plan identification number	002

JULIANA PLANNING GROUP LLC 401K 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

JULIANA PLANNING GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name: JULIANA PLANNING GROUP LLC

Employer identification number (EIN): 814571317

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JULIANA PLANNING GROUP LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 NICK RICE 2024-09-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	NICK RICE	2024-09-01

Financial Data on JULIANA PLANNING GROUP LLC 401K PLAN

Measure	Date	Value
2025 : JULIANA PLANNING GROUP LLC 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-20	336
Net assets as of the end of the plan year	2025-07-20	76084
Total assets as of the beginning of the plan year	2025-07-20	33742
Value of plan covered by a fidelity bond	2025-07-20	4000
Participant contributions to plan in this plan year	2025-07-20	31692
Other income to plan in this plan year	2025-07-20	4575
Plan net income in this plan year	2025-07-20	42342
Net assets as of the end of the plan year	2025-07-20	76084
Net assets as of the beginning of the plan year	2025-07-20	33742
Employer contributions to plan in this plan year	2025-07-20	6411
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-20	55
2024 : JULIANA PLANNING GROUP LLC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-01	1128
Net assets as of the end of the plan year	2024-09-01	33742
Value of plan covered by a fidelity bond	2024-09-01	1000
Participant contributions to plan in this plan year	2024-09-01	26420
Other income to plan in this plan year	2024-09-01	2610
Plan net income in this plan year	2024-09-01	33742
Net assets as of the end of the plan year	2024-09-01	33742
Net assets as of the beginning of the plan year	2024-09-01	0
Employer contributions to plan in this plan year	2024-09-01	5840
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-01	180

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Company Name:	JULIANA PLANNING GROUP LLC
Employer identification number (EIN):	814571317
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages