Plan Name | JOHN POMEROY M C M, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | JOHN POMEROY M C M, INC. |
Employer identification number (EIN): | 823011822 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about JOHN POMEROY M C M, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2017-10-02 |
Company Identification Number: | 5211388 |
Legal Registered Office Address: |
220 OAK ST Rockland NYACK United States of America (USA) 10960 |
More information about JOHN POMEROY M C M, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-07-01 | ||||
001 | 2020-07-01 | ||||
001 | 2020-07-01 | ||||
001 | 2019-07-01 | ||||
001 | 2018-07-01 | ||||
001 | 2017-10-03 | ||||
001 | 2017-10-03 |
Measure | Date | Value |
---|---|---|
2022: JOHN POMEROY M C M, INC. 401(K) 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: JOHN POMEROY M C M, INC. 401(K) 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 | 0 |
Total of all active and inactive participants | 2021-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 2 |
Number of participants with account balances | 2021-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: JOHN POMEROY M C M, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 0 |
Total of all active and inactive participants | 2020-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
Total participants | 2020-07-01 | 2 |
Number of participants with account balances | 2020-07-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
2019: JOHN POMEROY M C M, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
Total of all active and inactive participants | 2019-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 2 |
Number of participants with account balances | 2019-07-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
2018: JOHN POMEROY M C M, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 0 |
Total of all active and inactive participants | 2018-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 2 |
Number of participants with account balances | 2018-07-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
2017: JOHN POMEROY M C M, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-10-03 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-03 | 1 |
Number of retired or separated participants receiving benefits | 2017-10-03 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-03 | 0 |
Total of all active and inactive participants | 2017-10-03 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-03 | 0 |
Total participants | 2017-10-03 | 1 |
Number of participants with account balances | 2017-10-03 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-03 | 0 |
Measure | Date | Value |
---|---|---|
2022 : JOHN POMEROY M C M, INC. 401(K) PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-3,892 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $0 |
Total plan assets at beginning of year | 2022-12-31 | $3,892 |
Total contributions received or receivable from participants | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-3,892 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-3,892 |
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 | $3,892 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
2021 : JOHN POMEROY M C M, INC. 401(K) PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $-3,705 |
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 | $3,892 |
Total plan assets at beginning of year | 2021-12-31 | $7,597 |
Total contributions received or receivable from participants | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $-3,705 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-3,705 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,892 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,597 |
Assets. Value of employer securities | 2021-12-31 | $3,892 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
2020 : JOHN POMEROY M C M, INC. 401(K) PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $-78,136 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $7,598 |
Total plan assets at beginning of year | 2020-12-31 | $85,734 |
Total contributions received or receivable from participants | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $-78,136 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-78,136 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,598 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $85,734 |
Assets. Value of employer securities | 2020-12-31 | $7,598 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
Transfers to/from the plan | 2020-06-30 | $0 |
Total plan liabilities at end of year | 2020-06-30 | $0 |
Total plan liabilities at beginning of year | 2020-06-30 | $0 |
Total income from all sources | 2020-06-30 | $-62,183 |
Expenses. Total of all expenses incurred | 2020-06-30 | $0 |
Benefits paid (including direct rollovers) | 2020-06-30 | $0 |
Total plan assets at end of year | 2020-06-30 | $85,734 |
Total plan assets at beginning of year | 2020-06-30 | $147,917 |
Total contributions received or receivable from participants | 2020-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
Other income received | 2020-06-30 | $-62,183 |
Noncash contributions received | 2020-06-30 | $0 |
Net income (gross income less expenses) | 2020-06-30 | $-62,183 |
Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $85,734 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $147,917 |
Assets. Value of employer securities | 2020-06-30 | $85,734 |
Total contributions received or receivable from employer(s) | 2020-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2020-06-30 | $0 |
Value of corrective distributions | 2020-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $0 |
2019 : JOHN POMEROY M C M, INC. 401(K) PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-06-30 | $0 |
Total plan liabilities at end of year | 2019-06-30 | $0 |
Total plan liabilities at beginning of year | 2019-06-30 | $0 |
Total income from all sources | 2019-06-30 | $14,643 |
Expenses. Total of all expenses incurred | 2019-06-30 | $900 |
Benefits paid (including direct rollovers) | 2019-06-30 | $900 |
Total plan assets at end of year | 2019-06-30 | $147,917 |
Total plan assets at beginning of year | 2019-06-30 | $134,174 |
Total contributions received or receivable from participants | 2019-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
Other income received | 2019-06-30 | $14,643 |
Noncash contributions received | 2019-06-30 | $0 |
Net income (gross income less expenses) | 2019-06-30 | $13,743 |
Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $147,917 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $134,174 |
Assets. Value of employer securities | 2019-06-30 | $128,614 |
Total contributions received or receivable from employer(s) | 2019-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2019-06-30 | $0 |
Value of corrective distributions | 2019-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $900 |
2018 : JOHN POMEROY M C M, INC. 401(K) PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-06-30 | $0 |
Total plan liabilities at end of year | 2018-06-30 | $0 |
Total plan liabilities at beginning of year | 2018-06-30 | $0 |
Total income from all sources | 2018-06-30 | $134,184 |
Expenses. Total of all expenses incurred | 2018-06-30 | $10 |
Benefits paid (including direct rollovers) | 2018-06-30 | $0 |
Total plan assets at end of year | 2018-06-30 | $134,174 |
Total plan assets at beginning of year | 2018-06-30 | $0 |
Total contributions received or receivable from participants | 2018-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-06-30 | $10 |
Contributions received from other sources (not participants or employers) | 2018-06-30 | $165,713 |
Other income received | 2018-06-30 | $-31,529 |
Noncash contributions received | 2018-06-30 | $0 |
Net income (gross income less expenses) | 2018-06-30 | $134,174 |
Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $134,174 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $0 |
Assets. Value of employer securities | 2018-06-30 | $68,471 |
Total contributions received or receivable from employer(s) | 2018-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2018-06-30 | $0 |
Value of corrective distributions | 2018-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $0 |
2022: JOHN POMEROY M C M, INC. 401(K) 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: JOHN POMEROY M C M, INC. 401(K) 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: JOHN POMEROY M C M, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | Yes |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: JOHN POMEROY M C M, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: JOHN POMEROY M C M, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: JOHN POMEROY M C M, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-10-03 | Type of plan entity | Single employer plan |
2017-10-03 | First time form 5500 has been submitted | Yes |
2017-10-03 | Submission has been amended | No |
2017-10-03 | This submission is the final filing | No |
2017-10-03 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-10-03 | Plan is a collectively bargained plan | No |
2017-10-03 | Plan funding arrangement – Trust | Yes |
2017-10-03 | Plan benefit arrangement - Trust | Yes |