JJ MANAGEMENT LLC INSURANCE PROGRAM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JJ MANAGEMENT LLC INSURANCE PROGRAM
| Measure | Date | Value |
|---|
| 2023: JJ MANAGEMENT LLC INSURANCE PROGRAM 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2 |
| Total of all active and inactive participants | 2023-01-01 | 2 |
| 2022: JJ MANAGEMENT LLC INSURANCE PROGRAM 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 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| 2021: JJ MANAGEMENT LLC INSURANCE PROGRAM 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| 2020: JJ MANAGEMENT LLC INSURANCE PROGRAM 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2023 : JJ MANAGEMENT LLC INSURANCE PROGRAM 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,287 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $6,214 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $6,023 |
| Total plan assets at end of year | 2023-12-31 | $2,786 |
| Total plan assets at beginning of year | 2023-12-31 | $7,713 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $0 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $-4,927 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,786 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,713 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $1,287 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $191 |
| 2022 : JJ MANAGEMENT LLC INSURANCE PROGRAM 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $8,040 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $3,969 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $3,589 |
| Total plan assets at end of year | 2022-12-31 | $7,713 |
| Total plan assets at beginning of year | 2022-12-31 | $3,642 |
| Net income (gross income less expenses) | 2022-12-31 | $4,071 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,713 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,642 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $8,040 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $380 |
| 2021 : JJ MANAGEMENT LLC INSURANCE PROGRAM 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $6,653 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $3,012 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $2,680 |
| Total plan assets at end of year | 2021-12-31 | $3,642 |
| Total plan assets at beginning of year | 2021-12-31 | $1 |
| Net income (gross income less expenses) | 2021-12-31 | $3,641 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,642 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $6,653 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $332 |
| 2020 : JJ MANAGEMENT LLC INSURANCE PROGRAM 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,421 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,420 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,360 |
| Total plan assets at end of year | 2020-12-31 | $1 |
| Total plan assets at beginning of year | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $1 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,421 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $60 |
| 2023: JJ MANAGEMENT LLC INSURANCE PROGRAM 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: JJ MANAGEMENT LLC INSURANCE PROGRAM 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 | No |
| 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 – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JJ MANAGEMENT LLC INSURANCE PROGRAM 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 – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JJ MANAGEMENT LLC INSURANCE PROGRAM 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| CALIFORNIACHOICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 68292 |
| Policy instance | 1 |
| Insurance contract or identification number | 68292 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $6,023 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| CALIFORNIACHOICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 68292 |
| Policy instance | 1 |
| Insurance contract or identification number | 68292 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $3,589 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| CALIFORNIACHOICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 68292 |
| Policy instance | 1 |
| CALIFORNIACHOICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 68292 |
| Policy instance | 1 |
