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JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number 003

JOHNSTON & ASSOCIATES, INC. PROFIT SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus

401k Sponsoring company profile

JAMES M.JOHNSTON & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES M.JOHNSTON & ASSOCIATES, INC.
Employer identification number (EIN):841128833
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032019-01-01
0032018-01-01
0032017-01-01JAMES M. JOHNSTON
0032016-01-01JAMES M. JOHNSTON
0032015-01-01JAMES M. JOHNSTON
0032014-01-01JAMES M. JOHNSTON
0032013-01-01JAMES M. JOHNSTON
0032012-01-01JAMES M. JOHNSTON
0032011-01-01JAMES M JOHNSTON
0032009-01-01JAMES M JOHNSTON

Plan Statistics for JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2022: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Total of all active and inactive participants2022-01-014
Total participants2022-01-014
Number of participants with account balances2022-01-014
2021: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Total of all active and inactive participants2021-01-014
Total participants2021-01-014
Number of participants with account balances2021-01-014
2019: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
Number of participants with account balances2019-01-014
2018: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-012
Total of all active and inactive participants2018-01-016
Total participants2018-01-016
Number of participants with account balances2018-01-014
2017: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-016
Total of all active and inactive participants2017-01-016
Total participants2017-01-016
Number of participants with account balances2017-01-016
2016: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Total of all active and inactive participants2016-01-016
Total participants2016-01-016
Number of participants with account balances2016-01-016
2015: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-016
Total of all active and inactive participants2015-01-016
Total participants2015-01-016
Number of participants with account balances2015-01-016
2014: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-018
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-018
2013: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Total of all active and inactive participants2013-01-016
Total participants2013-01-016
Number of participants with account balances2013-01-016
2012: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2009: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014

Financial Data on JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,021,095
Expenses. Total of all expenses incurred2022-12-31$229,679
Benefits paid (including direct rollovers)2022-12-31$227,000
Total plan assets at end of year2022-12-31$5,579,467
Total plan assets at beginning of year2022-12-31$6,830,241
Other income received2022-12-31$-1,021,095
Net income (gross income less expenses)2022-12-31$-1,250,774
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,579,467
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,830,241
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,679
2021 : JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$990,707
Expenses. Total of all expenses incurred2021-12-31$210,000
Benefits paid (including direct rollovers)2021-12-31$210,000
Total plan assets at end of year2021-12-31$6,830,241
Total plan assets at beginning of year2021-12-31$6,049,534
Other income received2021-12-31$990,707
Net income (gross income less expenses)2021-12-31$780,707
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,830,241
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,049,534
2019 : JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,048,439
Expenses. Total of all expenses incurred2019-12-31$179,736
Benefits paid (including direct rollovers)2019-12-31$179,527
Total plan assets at end of year2019-12-31$5,748,457
Total plan assets at beginning of year2019-12-31$4,879,754
Expenses. Other expenses not covered elsewhere2019-12-31$209
Other income received2019-12-31$1,048,439
Net income (gross income less expenses)2019-12-31$868,703
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,748,457
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,879,754
2018 : JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-362,354
Expenses. Total of all expenses incurred2018-12-31$197,897
Benefits paid (including direct rollovers)2018-12-31$197,636
Total plan assets at end of year2018-12-31$4,879,754
Total plan assets at beginning of year2018-12-31$5,440,005
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$261
Other income received2018-12-31$-362,354
Net income (gross income less expenses)2018-12-31$-560,251
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,879,754
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,440,005
2017 : JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$697,583
Expenses. Total of all expenses incurred2017-12-31$168,715
Benefits paid (including direct rollovers)2017-12-31$168,548
Total plan assets at end of year2017-12-31$5,440,005
Total plan assets at beginning of year2017-12-31$4,911,137
Expenses. Other expenses not covered elsewhere2017-12-31$167
Other income received2017-12-31$679,041
Net income (gross income less expenses)2017-12-31$528,868
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,440,005
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,911,137
Total contributions received or receivable from employer(s)2017-12-31$18,542
2016 : JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$598,923
Expenses. Total of all expenses incurred2016-12-31$129,687
Benefits paid (including direct rollovers)2016-12-31$129,687
Total plan assets at end of year2016-12-31$4,911,137
Total plan assets at beginning of year2016-12-31$4,441,901
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$574,431
Net income (gross income less expenses)2016-12-31$469,236
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,911,137
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,441,901
Total contributions received or receivable from employer(s)2016-12-31$24,492
2015 : JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-54,994
Expenses. Total of all expenses incurred2015-12-31$227,043
Benefits paid (including direct rollovers)2015-12-31$227,043
Total plan assets at end of year2015-12-31$4,441,901
Total plan assets at beginning of year2015-12-31$4,723,938
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$-105,033
Net income (gross income less expenses)2015-12-31$-282,037
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,441,901
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,723,938
Assets. Value of employer securities2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$50,039
2014 : JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$381,066
Expenses. Total of all expenses incurred2014-12-31$57,080
Benefits paid (including direct rollovers)2014-12-31$57,080
Total plan assets at end of year2014-12-31$4,723,938
Total plan assets at beginning of year2014-12-31$4,399,952
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$308,468
Net income (gross income less expenses)2014-12-31$323,986
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,723,938
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,399,952
Assets. Value of employer securities2014-12-31$204,143
Total contributions received or receivable from employer(s)2014-12-31$72,598
2013 : JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$555,538
Total plan assets at end of year2013-12-31$4,399,952
Total plan assets at beginning of year2013-12-31$3,844,414
Value of fidelity bond covering the plan2013-12-31$1,000,000
Other income received2013-12-31$507,457
Net income (gross income less expenses)2013-12-31$555,538
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,399,952
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,844,414
Assets. Value of employer securities2013-12-31$794,245
Total contributions received or receivable from employer(s)2013-12-31$48,081
2012 : JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$553,975
Total plan assets at end of year2012-12-31$3,844,414
Total plan assets at beginning of year2012-12-31$3,290,439
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$431,065
Net income (gross income less expenses)2012-12-31$553,975
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,844,414
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,290,439
Assets. Value of employer securities2012-12-31$772,638
Total contributions received or receivable from employer(s)2012-12-31$122,910
2011 : JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$214,988
Total plan assets at end of year2011-12-31$3,290,439
Total plan assets at beginning of year2011-12-31$3,075,451
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$148,208
Net income (gross income less expenses)2011-12-31$214,988
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,290,439
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,075,451
Assets. Value of employer securities2011-12-31$718,379
Total contributions received or receivable from employer(s)2011-12-31$66,780
2010 : JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$516,970
Total plan assets at end of year2010-12-31$3,075,451
Total plan assets at beginning of year2010-12-31$2,558,481
Value of fidelity bond covering the plan2010-12-31$1,000,000
Other income received2010-12-31$455,350
Net income (gross income less expenses)2010-12-31$516,970
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,075,451
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,558,481
Assets. Value of employer securities2010-12-31$695,356
Total contributions received or receivable from employer(s)2010-12-31$61,620

Form 5500 Responses for JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN

2022: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2019: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHNSTON & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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