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JAMES B. BELL INVESTMENTS RETIREMENT PLAN 401k Plan overview

Plan NameJAMES B. BELL INVESTMENTS RETIREMENT PLAN
Plan identification number 001

JAMES B. BELL INVESTMENTS RETIREMENT PLAN Benefits

401k Plan TypeDefined 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

JAMES B. BELL INVESTMENTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:JAMES B. BELL INVESTMENTS, LLC
Employer identification number (EIN):481306908
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about JAMES B. BELL INVESTMENTS, LLC

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2003-02-19
Company Identification Number: 20031021289
Legal Registered Office Address: 1000 GREEN VALLEY PKWY
#450
HENDERSON
United States of America (USA)
89074

More information about JAMES B. BELL INVESTMENTS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES B. BELL INVESTMENTS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012007-01-01JAMES B. BELL
0012007-01-01JAMES B. BELL

Plan Statistics for JAMES B. BELL INVESTMENTS RETIREMENT PLAN

401k plan membership statisitcs for JAMES B. BELL INVESTMENTS RETIREMENT PLAN

Measure Date Value
2007: JAMES B. BELL INVESTMENTS RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-013
Total number of active participants reported on line 7a of the Form 55002007-01-010
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-010
Number of participants with account balances2007-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on JAMES B. BELL INVESTMENTS RETIREMENT PLAN

Measure Date Value
2007 : JAMES B. BELL INVESTMENTS RETIREMENT PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for JAMES B. BELL INVESTMENTS RETIREMENT PLAN

2007: JAMES B. BELL INVESTMENTS RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingYes
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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