Logo

J J ROONEY PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJ J ROONEY PROFIT SHARING PLAN AND TRUST
Plan identification number 001

J J ROONEY PROFIT SHARING PLAN AND TRUST 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

JOSEPH J ROONEY & SON INC has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH J ROONEY & SON INC
Employer identification number (EIN):231971506
NAIC Classification:441120
NAIC Description:Used Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J J ROONEY PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-02-01JOSEPH ROONEY2019-07-12 JOSEPH J ROONEY & SON INC2019-07-12
0012017-02-01JOSEPH ROONEY2018-11-05 JOSEPH J ROONEY & SON INC2018-11-05
0012016-02-01JOSEPH J ROONEY2017-11-09
0012015-02-01JOSEPH J ROONEY2016-07-27
0012014-02-01JOSEPH J ROONEY2015-08-25
0012013-02-01JOSEPH J ROONEY2014-08-15
0012012-02-01JOSEPH J ROONEY2013-08-16
0012011-02-01JOSEPH J ROONEY2012-11-08
0012009-02-01JOSEPH J ROONEY

Plan Statistics for J J ROONEY PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for J J ROONEY PROFIT SHARING PLAN AND TRUST

Measure Date Value
2009: J J ROONEY PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-02-016
Total number of active participants reported on line 7a of the Form 55002009-02-016
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-010
Total of all active and inactive participants2009-02-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-016
Number of participants with account balances2009-02-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-010

Financial Data on J J ROONEY PROFIT SHARING PLAN AND TRUST

Measure Date Value
2011 : J J ROONEY PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-01-31$0
Total plan liabilities at end of year2011-01-31$0
Total plan liabilities at beginning of year2011-01-31$0
Total income from all sources2011-01-31$14,486
Expenses. Total of all expenses incurred2011-01-31$0
Benefits paid (including direct rollovers)2011-01-31$0
Total plan assets at end of year2011-01-31$337,188
Total plan assets at beginning of year2011-01-31$322,702
Value of fidelity bond covering the plan2011-01-31$0
Assets. Value of tangible personal property2011-01-31$0
Total contributions received or receivable from participants2011-01-31$0
Assets. Value of loans (other than to participants)2011-01-31$0
Expenses. Other expenses not covered elsewhere2011-01-31$0
Contributions received from other sources (not participants or employers)2011-01-31$0
Other income received2011-01-31$14,486
Noncash contributions received2011-01-31$0
Net income (gross income less expenses)2011-01-31$14,486
Net plan assets at end of year (total assets less liabilities)2011-01-31$337,188
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$322,702
Assets. Value of participant loans2011-01-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-01-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-01-31$0
Assets. Value of assets in partnership/joint-venture interests2011-01-31$0
Assets. Value of real-estate (other than employer real property)2011-01-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-01-31$0
Assets. Value of employer securities2011-01-31$0
Assets. Value of employer real property2011-01-31$0
Total contributions received or receivable from employer(s)2011-01-31$0
Value of certain deemed distributions of participant loans2011-01-31$0
Value of corrective distributions2011-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-01-31$0

Form 5500 Responses for J J ROONEY PROFIT SHARING PLAN AND TRUST

2009: J J ROONEY PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement – InsuranceYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0135210
Policy instance 1
Insurance contract or identification number0135210
Number of Individuals Covered2
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1