401k Plan data: JOHN D'ANGELO JR RETIREMENT PLAN plan

JOHN D'ANGELO JR RETIREMENT PLAN 401k Plan overview

Plan Name	JOHN D'ANGELO JR RETIREMENT PLAN
Plan identification number	001

JOHN D'ANGELO JR RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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. Plan covering Self-Employed individuals.

401k Sponsoring company profile

JOHN D'ANGELO, JR. has sponsored the creation of one or more 401k plans.

Company Name: JOHN D'ANGELO, JR.

Employer identification number (EIN): 232285938

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN D'ANGELO JR RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 JIM D'ANGELO 2024-09-16
001 2023-01-01 JIM D'ANGELO 2024-06-24
001 2022-01-01 JOHN D'ANGELO 2023-06-27
001 2021-01-01 JOHN D'ANGELO 2022-07-22
001 2020-01-01 JOHN D'ANGELO 2021-10-08
001 2019-01-01 JOHN D'ANGELO 2020-07-30
001 2018-01-01 JOHN D'ANGELO 2019-07-12
001 2017-01-01 JOHN D' ANGELO JR.
001 2016-01-01 JOHN D' ANGELO JR.
001 2015-01-01 JOHN D' ANGELO JR.
001 2014-01-01 JOHN D' ANGELO JR.
001 2013-01-01 JOHN D' ANGELO JR.
001 2012-01-01 JOHN D' ANGELO JR.
001 2012-01-01 JOHN D' ANGELO JR.
001 2011-01-01 JOHN D' ANGELO JR
001 2010-01-01 JOHN D' ANGELO JR
001 2009-01-01 JOHN D' ANGELO JR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2024-01-01	JIM D'ANGELO	2024-09-16
001	2023-01-01	JIM D'ANGELO	2024-06-24
001	2022-01-01	JOHN D'ANGELO	2023-06-27
001	2021-01-01	JOHN D'ANGELO	2022-07-22
001	2020-01-01	JOHN D'ANGELO	2021-10-08
001	2019-01-01	JOHN D'ANGELO	2020-07-30
001	2018-01-01	JOHN D'ANGELO	2019-07-12
001	2017-01-01	JOHN D' ANGELO JR.
001	2016-01-01	JOHN D' ANGELO JR.
001	2015-01-01	JOHN D' ANGELO JR.
001	2014-01-01	JOHN D' ANGELO JR.
001	2013-01-01	JOHN D' ANGELO JR.
001	2012-01-01	JOHN D' ANGELO JR.
001	2012-01-01	JOHN D' ANGELO JR.
001	2011-01-01	JOHN D' ANGELO JR
001	2010-01-01	JOHN D' ANGELO JR
001	2009-01-01	JOHN D' ANGELO JR

Plan Statistics for JOHN D'ANGELO JR RETIREMENT PLAN

401k plan membership statisitcs for JOHN D'ANGELO JR RETIREMENT PLAN

Measure Date Value
2017: JOHN D'ANGELO JR RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
2016: JOHN D'ANGELO JR RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Total of all active and inactive participants 2016-01-01 4
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
2015: JOHN D'ANGELO JR RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
2014: JOHN D'ANGELO JR RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
2013: JOHN D'ANGELO JR RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: JOHN D'ANGELO JR RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: JOHN D'ANGELO JR RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2010: JOHN D'ANGELO JR RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Total of all active and inactive participants 2010-01-01 5
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
2009: JOHN D'ANGELO JR RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2017: JOHN D'ANGELO JR RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
2016: JOHN D'ANGELO JR RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Total of all active and inactive participants	2016-01-01	4
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
2015: JOHN D'ANGELO JR RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
2014: JOHN D'ANGELO JR RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
2013: JOHN D'ANGELO JR RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: JOHN D'ANGELO JR RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: JOHN D'ANGELO JR RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2010: JOHN D'ANGELO JR RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Total of all active and inactive participants	2010-01-01	5
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
2009: JOHN D'ANGELO JR RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on JOHN D'ANGELO JR RETIREMENT PLAN

Measure	Date	Value
2017 : JOHN D'ANGELO JR RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$188,502
Expenses. Total of all expenses incurred	2017-12-31	$53,558
Benefits paid (including direct rollovers)	2017-12-31	$41,100
Total plan assets at end of year	2017-12-31	$1,193,160
Total plan assets at beginning of year	2017-12-31	$1,058,216
Value of fidelity bond covering the plan	2017-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$12,458
Other income received	2017-12-31	$151,517
Net income (gross income less expenses)	2017-12-31	$134,944
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,193,160
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,058,216
Total contributions received or receivable from employer(s)	2017-12-31	$36,985
2016 : JOHN D'ANGELO JR RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$91,210
Expenses. Total of all expenses incurred	2016-12-31	$14,953
Benefits paid (including direct rollovers)	2016-12-31	$3,500
Total plan assets at end of year	2016-12-31	$1,058,216
Total plan assets at beginning of year	2016-12-31	$981,959
Value of fidelity bond covering the plan	2016-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$11,453
Other income received	2016-12-31	$54,040
Net income (gross income less expenses)	2016-12-31	$76,257
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,058,216
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$981,959
Total contributions received or receivable from employer(s)	2016-12-31	$37,170
2015 : JOHN D'ANGELO JR RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$11,345
Expenses. Total of all expenses incurred	2015-12-31	$21,485
Benefits paid (including direct rollovers)	2015-12-31	$7,315
Total plan assets at end of year	2015-12-31	$981,959
Total plan assets at beginning of year	2015-12-31	$992,099
Value of fidelity bond covering the plan	2015-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$14,170
Other income received	2015-12-31	$-25,975
Net income (gross income less expenses)	2015-12-31	$-10,140
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$981,959
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$992,099
Total contributions received or receivable from employer(s)	2015-12-31	$37,320
2014 : JOHN D'ANGELO JR RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$56,750
Expenses. Total of all expenses incurred	2014-12-31	$8,863
Benefits paid (including direct rollovers)	2014-12-31	$8,363
Total plan assets at end of year	2014-12-31	$992,099
Total plan assets at beginning of year	2014-12-31	$944,212
Value of fidelity bond covering the plan	2014-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$500
Other income received	2014-12-31	$19,560
Net income (gross income less expenses)	2014-12-31	$47,887
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$992,099
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$944,212
Total contributions received or receivable from employer(s)	2014-12-31	$37,190
2013 : JOHN D'ANGELO JR RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$177,419
Expenses. Total of all expenses incurred	2013-12-31	$61,392
Benefits paid (including direct rollovers)	2013-12-31	$61,392
Total plan assets at end of year	2013-12-31	$944,212
Total plan assets at beginning of year	2013-12-31	$828,185
Value of fidelity bond covering the plan	2013-12-31	$75,000
Other income received	2013-12-31	$139,379
Net income (gross income less expenses)	2013-12-31	$116,027
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$944,212
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$828,185
Total contributions received or receivable from employer(s)	2013-12-31	$38,040
2012 : JOHN D'ANGELO JR RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$117,200
Expenses. Total of all expenses incurred	2012-12-31	$4,501
Benefits paid (including direct rollovers)	2012-12-31	$4,201
Total plan assets at end of year	2012-12-31	$828,185
Total plan assets at beginning of year	2012-12-31	$715,486
Value of fidelity bond covering the plan	2012-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$300
Other income received	2012-12-31	$80,842
Net income (gross income less expenses)	2012-12-31	$112,699
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$828,185
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$715,486
Total contributions received or receivable from employer(s)	2012-12-31	$36,358
2011 : JOHN D'ANGELO JR RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$113,627
Total income from all sources	2011-12-31	$20,874
Expenses. Total of all expenses incurred	2011-12-31	$9,350
Benefits paid (including direct rollovers)	2011-12-31	$8,500
Total plan assets at end of year	2011-12-31	$715,486
Total plan assets at beginning of year	2011-12-31	$590,335
Expenses. Other expenses not covered elsewhere	2011-12-31	$850
Other income received	2011-12-31	$-17,456
Net income (gross income less expenses)	2011-12-31	$11,524
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$715,486
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$590,335
Total contributions received or receivable from employer(s)	2011-12-31	$38,330
2010 : JOHN D'ANGELO JR RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$80,054
Expenses. Total of all expenses incurred	2010-12-31	$12,130
Benefits paid (including direct rollovers)	2010-12-31	$12,130
Total plan assets at end of year	2010-12-31	$590,335
Total plan assets at beginning of year	2010-12-31	$522,411
Other income received	2010-12-31	$45,374
Net income (gross income less expenses)	2010-12-31	$67,924
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$590,335
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$522,411
Total contributions received or receivable from employer(s)	2010-12-31	$34,680

Form 5500 Responses for JOHN D'ANGELO JR RETIREMENT PLAN

2017: JOHN D'ANGELO JR RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN D'ANGELO JR RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN D'ANGELO JR RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN D'ANGELO JR RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN D'ANGELO JR RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN D'ANGELO JR RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN D'ANGELO JR RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOHN D'ANGELO JR RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN D'ANGELO JR RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN D'ANGELO, JR.
Employer identification number (EIN):	232285938
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages