Logo

J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 401k Plan overview

Plan NameJ MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN
Plan identification number 501

J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Long-term disability cover

401k Sponsoring company profile

J MICHAEL RONEY INSURANCE SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name:J MICHAEL RONEY INSURANCE SERVICES INC
Employer identification number (EIN):953623227
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-11-01J MICHAEL RONEY2024-08-14
5012021-11-01J MICHAEL RONEY2023-08-15
5012020-11-01J MICHAEL RONEY2022-08-03
5012019-11-01J MICHAEL RONEY2021-08-11
5012018-11-01J MICHAEL RONEY2020-08-17
5012017-11-01J MICHAEL RONEY2019-05-13
5012016-11-01
5012015-11-01
5012014-11-01
5012013-11-01JOHN M RONEY2015-08-17
5012012-11-01J MICHAEL RONEY2014-05-29
5012011-11-01J MICHAEL RONEY2013-08-15
5012010-11-01J MICHAEL RONEY2012-08-15
5012008-11-01

Plan Statistics for J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN

401k plan membership statisitcs for J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN

Measure Date Value
2022: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-11-011
Total number of active participants reported on line 7a of the Form 55002022-11-010
Number of retired or separated participants receiving benefits2022-11-011
Number of other retired or separated participants entitled to future benefits2022-11-010
Total of all active and inactive participants2022-11-011
2021: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-011
Total number of active participants reported on line 7a of the Form 55002021-11-010
Number of retired or separated participants receiving benefits2021-11-011
Number of other retired or separated participants entitled to future benefits2021-11-010
Total of all active and inactive participants2021-11-011
2020: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-011
Total number of active participants reported on line 7a of the Form 55002020-11-010
Number of retired or separated participants receiving benefits2020-11-011
Number of other retired or separated participants entitled to future benefits2020-11-010
Total of all active and inactive participants2020-11-011
2019: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-011
Total number of active participants reported on line 7a of the Form 55002019-11-010
Number of retired or separated participants receiving benefits2019-11-011
Number of other retired or separated participants entitled to future benefits2019-11-010
Total of all active and inactive participants2019-11-011
2018: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-011
Total number of active participants reported on line 7a of the Form 55002018-11-010
Number of retired or separated participants receiving benefits2018-11-011
Number of other retired or separated participants entitled to future benefits2018-11-010
Total of all active and inactive participants2018-11-011
2017: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-011
Total number of active participants reported on line 7a of the Form 55002017-11-010
Number of retired or separated participants receiving benefits2017-11-011
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-011
2016: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-011
Total number of active participants reported on line 7a of the Form 55002016-11-010
Number of retired or separated participants receiving benefits2016-11-011
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-011
2015: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-011
Total number of active participants reported on line 7a of the Form 55002015-11-010
Number of retired or separated participants receiving benefits2015-11-011
Number of other retired or separated participants entitled to future benefits2015-11-010
Total of all active and inactive participants2015-11-011
2014: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-011
Total number of active participants reported on line 7a of the Form 55002014-11-010
Number of retired or separated participants receiving benefits2014-11-011
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-011

Financial Data on J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN

Measure Date Value
2023 : J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2023 401k financial data
Total plan liabilities at end of year2023-10-31$0
Total plan liabilities at beginning of year2023-10-31$0
Total income from all sources2023-10-31$-520,418
Expenses. Total of all expenses incurred2023-10-31$34,024
Benefits paid (including direct rollovers)2023-10-31$34,024
Total plan assets at end of year2023-10-31$370,138
Total plan assets at beginning of year2023-10-31$924,580
Total contributions received or receivable from participants2023-10-31$0
Assets. Value of loans (other than to participants)2023-10-31$0
Expenses. Other expenses not covered elsewhere2023-10-31$0
Contributions received from other sources (not participants or employers)2023-10-31$0
Other income received2023-10-31$-520,418
Noncash contributions received2023-10-31$0
Net income (gross income less expenses)2023-10-31$-554,442
Net plan assets at end of year (total assets less liabilities)2023-10-31$370,138
Net plan assets at beginning of year (total assets less liabilities)2023-10-31$924,580
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2023-10-31$550,000
Total contributions received or receivable from employer(s)2023-10-31$0
Value of certain deemed distributions of participant loans2023-10-31$0
Value of corrective distributions2023-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-10-31$0
2022 : J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2022 401k financial data
Total plan liabilities at end of year2022-10-31$0
Total plan liabilities at beginning of year2022-10-31$0
Total income from all sources2022-10-31$-81,292
Expenses. Total of all expenses incurred2022-10-31$34,279
Benefits paid (including direct rollovers)2022-10-31$34,236
Total plan assets at end of year2022-10-31$924,580
Total plan assets at beginning of year2022-10-31$1,040,151
Total contributions received or receivable from participants2022-10-31$0
Assets. Value of loans (other than to participants)2022-10-31$550,000
Expenses. Other expenses not covered elsewhere2022-10-31$43
Contributions received from other sources (not participants or employers)2022-10-31$0
Other income received2022-10-31$-81,292
Noncash contributions received2022-10-31$0
Net income (gross income less expenses)2022-10-31$-115,571
Net plan assets at end of year (total assets less liabilities)2022-10-31$924,580
Net plan assets at beginning of year (total assets less liabilities)2022-10-31$1,040,151
Total contributions received or receivable from employer(s)2022-10-31$0
Value of certain deemed distributions of participant loans2022-10-31$0
Value of corrective distributions2022-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-10-31$0
2021 : J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-10-31$0
Total plan liabilities at beginning of year2021-10-31$0
Total income from all sources2021-10-31$93,618
Expenses. Total of all expenses incurred2021-10-31$40,142
Benefits paid (including direct rollovers)2021-10-31$39,734
Total plan assets at end of year2021-10-31$1,040,151
Total plan assets at beginning of year2021-10-31$986,675
Total contributions received or receivable from participants2021-10-31$0
Assets. Value of loans (other than to participants)2021-10-31$550,000
Expenses. Other expenses not covered elsewhere2021-10-31$408
Contributions received from other sources (not participants or employers)2021-10-31$0
Other income received2021-10-31$93,618
Noncash contributions received2021-10-31$0
Net income (gross income less expenses)2021-10-31$53,476
Net plan assets at end of year (total assets less liabilities)2021-10-31$1,040,151
Net plan assets at beginning of year (total assets less liabilities)2021-10-31$986,675
Total contributions received or receivable from employer(s)2021-10-31$0
2020 : J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-10-31$0
Total plan liabilities at beginning of year2020-10-31$0
Total income from all sources2020-10-31$-55,040
Expenses. Total of all expenses incurred2020-10-31$53,527
Benefits paid (including direct rollovers)2020-10-31$52,805
Total plan assets at end of year2020-10-31$986,675
Total plan assets at beginning of year2020-10-31$1,095,242
Total contributions received or receivable from participants2020-10-31$0
Assets. Value of loans (other than to participants)2020-10-31$550,000
Expenses. Other expenses not covered elsewhere2020-10-31$0
Contributions received from other sources (not participants or employers)2020-10-31$0
Other income received2020-10-31$-55,040
Noncash contributions received2020-10-31$0
Net income (gross income less expenses)2020-10-31$-108,567
Net plan assets at end of year (total assets less liabilities)2020-10-31$986,675
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$1,095,242
Total contributions received or receivable from employer(s)2020-10-31$0
Value of certain deemed distributions of participant loans2020-10-31$0
Value of corrective distributions2020-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-10-31$722
2019 : J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-10-31$0
Total plan liabilities at beginning of year2019-10-31$0
Total income from all sources2019-10-31$65,313
Expenses. Total of all expenses incurred2019-10-31$57,469
Benefits paid (including direct rollovers)2019-10-31$55,024
Total plan assets at end of year2019-10-31$1,095,242
Total plan assets at beginning of year2019-10-31$1,087,398
Total contributions received or receivable from participants2019-10-31$0
Assets. Value of loans (other than to participants)2019-10-31$550,000
Expenses. Other expenses not covered elsewhere2019-10-31$0
Contributions received from other sources (not participants or employers)2019-10-31$0
Other income received2019-10-31$65,313
Noncash contributions received2019-10-31$0
Net income (gross income less expenses)2019-10-31$7,844
Net plan assets at end of year (total assets less liabilities)2019-10-31$1,095,242
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$1,087,398
Total contributions received or receivable from employer(s)2019-10-31$0
Value of certain deemed distributions of participant loans2019-10-31$0
Value of corrective distributions2019-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-10-31$2,445
2017 : J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-10-31$0
Total plan liabilities at beginning of year2017-10-31$0
Total income from all sources2017-10-31$83,281
Expenses. Total of all expenses incurred2017-10-31$17,559
Benefits paid (including direct rollovers)2017-10-31$12,798
Total plan assets at end of year2017-10-31$1,143,297
Total plan assets at beginning of year2017-10-31$1,077,575
Total contributions received or receivable from participants2017-10-31$0
Assets. Value of loans (other than to participants)2017-10-31$550,000
Expenses. Other expenses not covered elsewhere2017-10-31$0
Contributions received from other sources (not participants or employers)2017-10-31$0
Other income received2017-10-31$83,281
Noncash contributions received2017-10-31$0
Net income (gross income less expenses)2017-10-31$65,722
Net plan assets at end of year (total assets less liabilities)2017-10-31$1,143,297
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$1,077,575
Total contributions received or receivable from employer(s)2017-10-31$0
Value of certain deemed distributions of participant loans2017-10-31$0
Value of corrective distributions2017-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$4,761
2016 : J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-10-31$0
Total plan liabilities at beginning of year2016-10-31$0
Total income from all sources2016-10-31$473,022
Expenses. Total of all expenses incurred2016-10-31$107,327
Benefits paid (including direct rollovers)2016-10-31$102,540
Total plan assets at end of year2016-10-31$1,077,575
Total plan assets at beginning of year2016-10-31$711,880
Total contributions received or receivable from participants2016-10-31$0
Assets. Value of loans (other than to participants)2016-10-31$550,000
Expenses. Other expenses not covered elsewhere2016-10-31$5
Contributions received from other sources (not participants or employers)2016-10-31$0
Other income received2016-10-31$473,022
Noncash contributions received2016-10-31$0
Net income (gross income less expenses)2016-10-31$365,695
Net plan assets at end of year (total assets less liabilities)2016-10-31$1,077,575
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$711,880
Total contributions received or receivable from employer(s)2016-10-31$0
Value of certain deemed distributions of participant loans2016-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$4,782
2015 : J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-10-31$0
Total plan liabilities at beginning of year2015-10-31$0
Total income from all sources2015-10-31$18,902
Expenses. Total of all expenses incurred2015-10-31$88,025
Benefits paid (including direct rollovers)2015-10-31$81,365
Total plan assets at end of year2015-10-31$711,880
Total plan assets at beginning of year2015-10-31$781,003
Total contributions received or receivable from participants2015-10-31$0
Assets. Value of loans (other than to participants)2015-10-31$100,000
Contributions received from other sources (not participants or employers)2015-10-31$0
Other income received2015-10-31$18,902
Noncash contributions received2015-10-31$0
Net income (gross income less expenses)2015-10-31$-69,123
Net plan assets at end of year (total assets less liabilities)2015-10-31$711,880
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$781,003
Total contributions received or receivable from employer(s)2015-10-31$0
Value of certain deemed distributions of participant loans2015-10-31$5,006
Value of corrective distributions2015-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$1,654

Form 5500 Responses for J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN

2022: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-11-01Type of plan entitySingle employer plan
2022-11-01Submission has been amendedNo
2022-11-01This submission is the final filingNo
2022-11-01This return/report is a short plan year return/report (less than 12 months)No
2022-11-01Plan is a collectively bargained planNo
2022-11-01Plan funding arrangement – TrustYes
2022-11-01Plan benefit arrangement - TrustYes
2021: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement - TrustYes
2020: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2008: J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1