401k Plan data: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN plan

JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN
Plan identification number	001

JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

JACKSON & JACKSON INSURANCE has sponsored the creation of one or more 401k plans.

Company Name: JACKSON & JACKSON INSURANCE

Employer identification number (EIN): 953508365

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CLARK JACKSON 2023-06-19 CLARK JACKSON 2023-06-19
001 2021-01-01
001 2020-01-01
001 2019-01-01 MONIQUE JACKSON 2020-10-13 MONIQUE JACKSON 2020-10-13
001 2018-01-01 MONIQUE JACKSON 2019-04-30 MONIQUE JACKSON 2019-04-30
001 2017-01-01
001 2016-01-01 CLARK JACKSON 2017-05-31 CLARK JACKSON 2017-05-31
001 2015-01-01 CLARK JACKSON 2016-06-23 CLARK JACKSON 2016-06-23
001 2014-01-01 CLARK JACKSON CLARK JACKSON 2015-07-23
001 2013-01-01 CLARK JACKSON CLARK JACKSON 2014-04-09
001 2012-01-01 CLARK JACKSON CLARK JACKSON 2013-05-28
001 2011-01-01 CLARK JACKSON CLARK JACKSON 2012-07-12
001 2010-01-01 CLARK JACKSON
001 2009-01-01 CLARK JACKSON CLARK JACKSON 2010-09-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CLARK JACKSON	2023-06-19	CLARK JACKSON	2023-06-19
001	2021-01-01
001	2020-01-01
001	2019-01-01	MONIQUE JACKSON	2020-10-13	MONIQUE JACKSON	2020-10-13
001	2018-01-01	MONIQUE JACKSON	2019-04-30	MONIQUE JACKSON	2019-04-30
001	2017-01-01
001	2016-01-01	CLARK JACKSON	2017-05-31	CLARK JACKSON	2017-05-31
001	2015-01-01	CLARK JACKSON	2016-06-23	CLARK JACKSON	2016-06-23
001	2014-01-01	CLARK JACKSON		CLARK JACKSON	2015-07-23
001	2013-01-01	CLARK JACKSON		CLARK JACKSON	2014-04-09
001	2012-01-01	CLARK JACKSON		CLARK JACKSON	2013-05-28
001	2011-01-01	CLARK JACKSON		CLARK JACKSON	2012-07-12
001	2010-01-01	CLARK JACKSON
001	2009-01-01	CLARK JACKSON		CLARK JACKSON	2010-09-02

Plan Statistics for JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
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 3
Total of all active and inactive participants 2014-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 15
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
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 2
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
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 3
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
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 4
Total of all active and inactive participants 2010-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 17
Number of participants with account balances 2010-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
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 1
Total of all active and inactive participants 2009-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 16
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
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	3
Total of all active and inactive participants	2014-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	15
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
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	2
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
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	3
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
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	4
Total of all active and inactive participants	2010-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	17
Number of participants with account balances	2010-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
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	1
Total of all active and inactive participants	2009-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	16
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$96,013
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$573,478
Total plan assets at beginning of year	2014-12-31	$477,465
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$23,092
Contributions received from other sources (not participants or employers)	2014-12-31	$50,000
Other income received	2014-12-31	$22,921
Net income (gross income less expenses)	2014-12-31	$96,013
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$573,478
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$477,465
Assets. Value of participant loans	2014-12-31	$12,239
2013 : JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$120,820
Expenses. Total of all expenses incurred	2013-12-31	$61,637
Benefits paid (including direct rollovers)	2013-12-31	$61,637
Total plan assets at end of year	2013-12-31	$477,465
Total plan assets at beginning of year	2013-12-31	$418,282
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$20,604
Other income received	2013-12-31	$100,216
Net income (gross income less expenses)	2013-12-31	$59,183
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$477,465
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$418,282
Assets. Value of participant loans	2013-12-31	$5,159
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$96,549
Expenses. Total of all expenses incurred	2012-12-31	$235,046
Benefits paid (including direct rollovers)	2012-12-31	$235,046
Total plan assets at end of year	2012-12-31	$418,282
Total plan assets at beginning of year	2012-12-31	$556,779
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$34,609
Other income received	2012-12-31	$61,940
Net income (gross income less expenses)	2012-12-31	$-138,497
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$418,282
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$556,779
Assets. Value of participant loans	2012-12-31	$6,282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$33,014
Expenses. Total of all expenses incurred	2011-12-31	$41,419
Benefits paid (including direct rollovers)	2011-12-31	$41,419
Total plan assets at end of year	2011-12-31	$556,779
Total plan assets at beginning of year	2011-12-31	$565,184
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$41,436
Other income received	2011-12-31	$-8,422
Net income (gross income less expenses)	2011-12-31	$-8,405
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$556,779
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$565,184
Assets. Value of participant loans	2011-12-31	$11,389
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$97,307
Expenses. Total of all expenses incurred	2010-12-31	$8,993
Benefits paid (including direct rollovers)	2010-12-31	$8,993
Total plan assets at end of year	2010-12-31	$565,184
Total plan assets at beginning of year	2010-12-31	$476,870
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$47,679
Other income received	2010-12-31	$49,628
Net income (gross income less expenses)	2010-12-31	$88,314
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$565,184
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$476,870
Assets. Value of participant loans	2010-12-31	$9,354
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING PLAN

2014: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING 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: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING 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: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING 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: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING 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: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING 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: JACKSON & JACKSON INSURANCE 401(K) PROFIT SHARING 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JACKSON & JACKSON INSURANCE
Employer identification number (EIN):	953508365
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages