401k Plan data: J D ROSS & ASSOCIATES INC RETIREMENT PLAN plan

J D ROSS & ASSOCIATES INC RETIREMENT PLAN 401k Plan overview

Plan Name	J D ROSS & ASSOCIATES INC RETIREMENT PLAN
Plan identification number	001

J D ROSS & ASSOCIATES INC 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.
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

J D ROSS & ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name: J D ROSS & ASSOCIATES INC

Employer identification number (EIN): 371393491

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J D ROSS & ASSOCIATES INC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DEREK J ROSS 2023-04-25 DEREK J ROSS 2023-04-25
001 2021-01-01 DEREK J ROSS 2022-03-29 DEREK J ROSS 2022-03-29
001 2020-01-01 DEREK J ROSS 2021-07-27 DEREK J ROSS 2021-07-27
001 2019-01-01 DEREK J ROSS 2020-07-31 DEREK J ROSS 2020-07-31
001 2018-01-01 DEREK J ROSS 2019-07-31 DEREK J ROSS 2019-07-31
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DWAN GROSS
001 2011-01-01 DWAN GROSS
001 2010-01-01 DWAN GROSS
001 2009-01-01 DWAN GROSS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DEREK J ROSS	2023-04-25	DEREK J ROSS	2023-04-25
001	2021-01-01	DEREK J ROSS	2022-03-29	DEREK J ROSS	2022-03-29
001	2020-01-01	DEREK J ROSS	2021-07-27	DEREK J ROSS	2021-07-27
001	2019-01-01	DEREK J ROSS	2020-07-31	DEREK J ROSS	2020-07-31
001	2018-01-01	DEREK J ROSS	2019-07-31	DEREK J ROSS	2019-07-31
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	DWAN GROSS
001	2011-01-01	DWAN GROSS
001	2010-01-01	DWAN GROSS
001	2009-01-01	DWAN GROSS

Plan Statistics for J D ROSS & ASSOCIATES INC RETIREMENT PLAN

401k plan membership statisitcs for J D ROSS & ASSOCIATES INC RETIREMENT PLAN

Measure Date Value
2022: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: J D ROSS & ASSOCIATES INC 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 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 7
2014: J D ROSS & ASSOCIATES INC 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
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 7
2013: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: J D ROSS & ASSOCIATES INC 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 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: J D ROSS & ASSOCIATES INC 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	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	7
2014: J D ROSS & ASSOCIATES INC 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
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	7
2013: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: J D ROSS & ASSOCIATES INC 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	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on J D ROSS & ASSOCIATES INC RETIREMENT PLAN

Measure	Date	Value
2022 : J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-112,844
Expenses. Total of all expenses incurred	2022-12-31	$1,158,062
Benefits paid (including direct rollovers)	2022-12-31	$1,158,062
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$1,270,906
Value of fidelity bond covering the plan	2022-12-31	$100,000
Total contributions received or receivable from participants	2022-12-31	$0
Other income received	2022-12-31	$-112,844
Net income (gross income less expenses)	2022-12-31	$-1,270,906
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,270,906
Total contributions received or receivable from employer(s)	2022-12-31	$0
2021 : J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$142,787
Expenses. Total of all expenses incurred	2021-12-31	$0
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$1,270,906
Total plan assets at beginning of year	2021-12-31	$1,128,119
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$28,168
Other income received	2021-12-31	$111,859
Net income (gross income less expenses)	2021-12-31	$142,787
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,270,906
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,128,119
Total contributions received or receivable from employer(s)	2021-12-31	$2,760
2020 : J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$144,751
Expenses. Total of all expenses incurred	2020-12-31	$60,480
Benefits paid (including direct rollovers)	2020-12-31	$60,480
Total plan assets at end of year	2020-12-31	$1,128,119
Total plan assets at beginning of year	2020-12-31	$1,043,848
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$18,998
Other income received	2020-12-31	$123,264
Net income (gross income less expenses)	2020-12-31	$84,271
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,128,119
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,043,848
Total contributions received or receivable from employer(s)	2020-12-31	$2,489
2019 : J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$201,335
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,043,848
Total plan assets at beginning of year	2019-12-31	$842,513
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$8,775
Other income received	2019-12-31	$189,713
Net income (gross income less expenses)	2019-12-31	$201,335
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,043,848
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$842,513
Total contributions received or receivable from employer(s)	2019-12-31	$2,847
2018 : J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-34,745
Expenses. Total of all expenses incurred	2018-12-31	$13,777
Benefits paid (including direct rollovers)	2018-12-31	$13,777
Total plan assets at end of year	2018-12-31	$842,513
Total plan assets at beginning of year	2018-12-31	$891,035
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$9,097
Other income received	2018-12-31	$-46,796
Net income (gross income less expenses)	2018-12-31	$-48,522
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$842,513
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$891,035
Total contributions received or receivable from employer(s)	2018-12-31	$2,954
2017 : J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$159,704
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$891,035
Total plan assets at beginning of year	2017-12-31	$731,331
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$8,474
Other income received	2017-12-31	$147,869
Net income (gross income less expenses)	2017-12-31	$159,704
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$891,035
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$731,331
Total contributions received or receivable from employer(s)	2017-12-31	$3,361
2016 : J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$65,438
Expenses. Total of all expenses incurred	2016-12-31	$10,421
Benefits paid (including direct rollovers)	2016-12-31	$10,421
Total plan assets at end of year	2016-12-31	$731,331
Total plan assets at beginning of year	2016-12-31	$676,314
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$9,781
Other income received	2016-12-31	$51,999
Net income (gross income less expenses)	2016-12-31	$55,017
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$731,331
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$676,314
Total contributions received or receivable from employer(s)	2016-12-31	$3,658
2015 : J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$9,326
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$676,314
Total plan assets at beginning of year	2015-12-31	$666,988
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$5,109
Other income received	2015-12-31	$577
Net income (gross income less expenses)	2015-12-31	$9,326
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$676,314
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$666,988
Total contributions received or receivable from employer(s)	2015-12-31	$3,640
2014 : J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$51,351
Expenses. Total of all expenses incurred	2014-12-31	$4,644
Benefits paid (including direct rollovers)	2014-12-31	$4,644
Total plan assets at end of year	2014-12-31	$666,988
Total plan assets at beginning of year	2014-12-31	$620,281
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$5,219
Other income received	2014-12-31	$41,217
Net income (gross income less expenses)	2014-12-31	$46,707
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$666,988
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$620,281
Total contributions received or receivable from employer(s)	2014-12-31	$4,915
2013 : J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$120,992
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$620,281
Total plan assets at beginning of year	2013-12-31	$499,289
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$10,780
Other income received	2013-12-31	$104,475
Net income (gross income less expenses)	2013-12-31	$120,992
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$620,281
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$499,289
Total contributions received or receivable from employer(s)	2013-12-31	$5,737
2012 : J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$48,616
Total plan assets at end of year	2012-12-31	$499,289
Total plan assets at beginning of year	2012-12-31	$450,673
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$4,343
Other income received	2012-12-31	$35,254
Net income (gross income less expenses)	2012-12-31	$48,616
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$499,289
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$450,673
Total contributions received or receivable from employer(s)	2012-12-31	$9,019
2011 : J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-13,564
Total plan assets at end of year	2011-12-31	$450,673
Total plan assets at beginning of year	2011-12-31	$464,237
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$4,449
Other income received	2011-12-31	$-27,422
Net income (gross income less expenses)	2011-12-31	$-13,564
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$450,673
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$464,237
Total contributions received or receivable from employer(s)	2011-12-31	$9,409
2010 : J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$116,186
Total plan assets at end of year	2010-12-31	$464,237
Total plan assets at beginning of year	2010-12-31	$348,051
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$37,243
Other income received	2010-12-31	$69,992
Net income (gross income less expenses)	2010-12-31	$116,186
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$464,237
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$348,051
Total contributions received or receivable from employer(s)	2010-12-31	$8,951

Form 5500 Responses for J D ROSS & ASSOCIATES INC RETIREMENT PLAN

2022: J D ROSS & ASSOCIATES INC 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	Yes
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: J D ROSS & ASSOCIATES INC 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: J D ROSS & ASSOCIATES INC 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: J D ROSS & ASSOCIATES INC 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: J D ROSS & ASSOCIATES INC 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: J D ROSS & ASSOCIATES INC 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: J D ROSS & ASSOCIATES INC 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: J D ROSS & ASSOCIATES INC 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: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: J D ROSS & ASSOCIATES INC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J D ROSS & ASSOCIATES INC
Employer identification number (EIN):	371393491
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages