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ROGER L. CAMPBELL, LLC 401(K) PLAN 401k Plan overview

Plan NameROGER L. CAMPBELL, LLC 401(K) PLAN
Plan identification number 001

ROGER L. CAMPBELL, LLC 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

ROGER L. CAMPBELL, LLC has sponsored the creation of one or more 401k plans.

Company Name:ROGER L. CAMPBELL, LLC
Employer identification number (EIN):271498449
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about ROGER L. CAMPBELL, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2015-02-06
Company Identification Number: L15000022674
Legal Registered Office Address: 14114 BENTLY CIRCLE

FT MYERS

33912

More information about ROGER L. CAMPBELL, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROGER L. CAMPBELL, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01ROGER L. CAMPBELL ROGER L. CAMPBELL2018-07-21
0012016-01-01ROGER L. CAMPBELL ROGER L. CAMPBELL2017-07-16
0012015-01-01ROGER L. CAMPBELL ROGER L. CAMPBELL2016-07-12
0012014-01-01ROGER L. CAMPBELL ROGER L. CAMPBELL2015-06-16
0012013-01-01ROGER L. CAMPBELL ROGER L. CAMPBELL2014-07-21
0012012-01-01ROGER L. CAMPBELL ROGER L. CAMPBELL2013-07-23
0012011-01-01ROGER L. CAMPBELL ROGER L. CAMPBELL2012-06-22

Financial Data on ROGER L. CAMPBELL, LLC 401(K) PLAN

Measure Date Value
2017 : ROGER L. CAMPBELL, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$222,374
Total plan assets at end of year2017-12-31$1,165,579
Total plan assets at beginning of year2017-12-31$943,205
Value of fidelity bond covering the plan2017-12-31$95,000
Total contributions received or receivable from participants2017-12-31$24,000
Other income received2017-12-31$196,265
Net income (gross income less expenses)2017-12-31$222,374
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,165,579
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$943,205
Total contributions received or receivable from employer(s)2017-12-31$2,109
2016 : ROGER L. CAMPBELL, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$73,098
Total plan assets at end of year2016-12-31$943,205
Total plan assets at beginning of year2016-12-31$870,107
Value of fidelity bond covering the plan2016-12-31$90,000
Total contributions received or receivable from participants2016-12-31$24,000
Other income received2016-12-31$46,986
Net income (gross income less expenses)2016-12-31$73,098
Net plan assets at end of year (total assets less liabilities)2016-12-31$943,205
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$870,107
Assets. Value of participant loans2016-12-31$651
Total contributions received or receivable from employer(s)2016-12-31$2,112
2015 : ROGER L. CAMPBELL, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$2,775
Expenses. Total of all expenses incurred2015-12-31$25
Total plan assets at end of year2015-12-31$870,107
Total plan assets at beginning of year2015-12-31$867,357
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$26,000
Expenses. Other expenses not covered elsewhere2015-12-31$25
Other income received2015-12-31$-27,335
Net income (gross income less expenses)2015-12-31$2,750
Net plan assets at end of year (total assets less liabilities)2015-12-31$870,107
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$867,357
Assets. Value of participant loans2015-12-31$100,000
Total contributions received or receivable from employer(s)2015-12-31$4,110
2014 : ROGER L. CAMPBELL, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$101,712
Expenses. Total of all expenses incurred2014-12-31$383,929
Benefits paid (including direct rollovers)2014-12-31$381,623
Total plan assets at end of year2014-12-31$867,357
Total plan assets at beginning of year2014-12-31$1,149,574
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$41,200
Other income received2014-12-31$49,624
Net income (gross income less expenses)2014-12-31$-282,217
Net plan assets at end of year (total assets less liabilities)2014-12-31$867,357
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,149,574
Total contributions received or receivable from employer(s)2014-12-31$10,888
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,306
2013 : ROGER L. CAMPBELL, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$252,377
Expenses. Total of all expenses incurred2013-12-31$4,146
Total plan assets at end of year2013-12-31$1,149,575
Total plan assets at beginning of year2013-12-31$901,344
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$67,084
Other income received2013-12-31$166,165
Net income (gross income less expenses)2013-12-31$248,231
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,149,575
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$901,344
Total contributions received or receivable from employer(s)2013-12-31$19,128
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,146
2012 : ROGER L. CAMPBELL, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$177,444
Expenses. Total of all expenses incurred2012-12-31$3,334
Total plan assets at end of year2012-12-31$901,344
Total plan assets at beginning of year2012-12-31$727,234
Value of fidelity bond covering the plan2012-12-31$90,000
Total contributions received or receivable from participants2012-12-31$66,187
Other income received2012-12-31$93,653
Net income (gross income less expenses)2012-12-31$174,110
Net plan assets at end of year (total assets less liabilities)2012-12-31$901,344
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$727,234
Total contributions received or receivable from employer(s)2012-12-31$17,604
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,334
2011 : ROGER L. CAMPBELL, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$63,015
Expenses. Total of all expenses incurred2011-12-31$2,858
Total plan assets at end of year2011-12-31$727,234
Total plan assets at beginning of year2011-12-31$667,077
Value of fidelity bond covering the plan2011-12-31$80,000
Total contributions received or receivable from participants2011-12-31$63,883
Other income received2011-12-31$-17,997
Net income (gross income less expenses)2011-12-31$60,157
Net plan assets at end of year (total assets less liabilities)2011-12-31$727,234
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$667,077
Total contributions received or receivable from employer(s)2011-12-31$17,129
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,858
2010 : ROGER L. CAMPBELL, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$144,863
Expenses. Total of all expenses incurred2010-12-31$2,226
Total plan assets at end of year2010-12-31$667,077
Total plan assets at beginning of year2010-12-31$524,440
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$56,994
Contributions received from other sources (not participants or employers)2010-12-31$22,848
Other income received2010-12-31$49,392
Net income (gross income less expenses)2010-12-31$142,637
Net plan assets at end of year (total assets less liabilities)2010-12-31$667,077
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$524,440
Total contributions received or receivable from employer(s)2010-12-31$15,629
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,226

Form 5500 Responses for ROGER L. CAMPBELL, LLC 401(K) PLAN

2017: ROGER L. CAMPBELL, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROGER L. CAMPBELL, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROGER L. CAMPBELL, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROGER L. CAMPBELL, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROGER L. CAMPBELL, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROGER L. CAMPBELL, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROGER L. CAMPBELL, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300568
Policy instance 1

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