401k Plan data: JONES BLUE STAR RETIREMENT PLAN plan

JONES BLUE STAR RETIREMENT PLAN 401k Plan overview

Plan Name	JONES BLUE STAR RETIREMENT PLAN
Plan identification number	001

JONES BLUE STAR RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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

JONES BLUE STAR, INC. has sponsored the creation of one or more 401k plans.

Company Name: JONES BLUE STAR, INC.

Employer identification number (EIN): 461773503

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about JONES BLUE STAR, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2013-01-10

Company Identification Number: 0801715099

Legal Registered Office Address: 1121 W MAYFIELD RD

ARLINGTON
United States of America (USA)
76015

More information about JONES BLUE STAR, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONES BLUE STAR RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMES JONES
001 2016-01-01 PATTI JONES PATTI JONES 2017-09-26
001 2015-01-01 JAMES JONES JAMES JONES 2016-07-13
001 2014-01-01 JAMES JONES JAMES JONES 2015-08-26
001 2013-01-15 PATTI JONES PATTI JONES 2014-06-19

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JAMES JONES
001	2016-01-01	PATTI JONES	PATTI JONES	2017-09-26
001	2015-01-01	JAMES JONES	JAMES JONES	2016-07-13
001	2014-01-01	JAMES JONES	JAMES JONES	2015-08-26
001	2013-01-15	PATTI JONES	PATTI JONES	2014-06-19

Plan Statistics for JONES BLUE STAR RETIREMENT PLAN

401k plan membership statisitcs for JONES BLUE STAR RETIREMENT PLAN

Measure Date Value
2023: JONES BLUE STAR RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 7
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 7
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: JONES BLUE STAR RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JONES BLUE STAR RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JONES BLUE STAR RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JONES BLUE STAR RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JONES BLUE STAR RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JONES BLUE STAR RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JONES BLUE STAR RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JONES BLUE STAR RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JONES BLUE STAR RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JONES BLUE STAR RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-15 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-15 2
Number of retired or separated participants receiving benefits 2013-01-15 0
Number of other retired or separated participants entitled to future benefits 2013-01-15 0
Total of all active and inactive participants 2013-01-15 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-15 0
Total participants 2013-01-15 2
Number of participants with account balances 2013-01-15 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-15 0

Measure	Date	Value
2023: JONES BLUE STAR RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	7
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	7
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: JONES BLUE STAR RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JONES BLUE STAR RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JONES BLUE STAR RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JONES BLUE STAR RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JONES BLUE STAR RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JONES BLUE STAR RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JONES BLUE STAR RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JONES BLUE STAR RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JONES BLUE STAR RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JONES BLUE STAR RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-15	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-15	2
Number of retired or separated participants receiving benefits	2013-01-15	0
Number of other retired or separated participants entitled to future benefits	2013-01-15	0
Total of all active and inactive participants	2013-01-15	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-15	0
Total participants	2013-01-15	2
Number of participants with account balances	2013-01-15	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-15	0

Financial Data on JONES BLUE STAR RETIREMENT PLAN

Measure	Date	Value
2023 : JONES BLUE STAR RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$54,342
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$986,154
Total plan assets at beginning of year	2023-12-31	$931,812
Value of fidelity bond covering the plan	2023-12-31	$100,000
Other income received	2023-12-31	$54,342
Net income (gross income less expenses)	2023-12-31	$54,342
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$986,154
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$931,812
Assets. Value of employer securities	2023-12-31	$986,154
2022 : JONES BLUE STAR RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$152,738
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$931,812
Total plan assets at beginning of year	2022-12-31	$779,074
Value of fidelity bond covering the plan	2022-12-31	$95,000
Other income received	2022-12-31	$152,738
Net income (gross income less expenses)	2022-12-31	$152,738
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$931,812
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$779,074
Assets. Value of employer securities	2022-12-31	$931,812
2021 : JONES BLUE STAR RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$180,344
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$779,074
Total plan assets at beginning of year	2021-12-31	$598,730
Value of fidelity bond covering the plan	2021-12-31	$75,000
Other income received	2021-12-31	$180,344
Net income (gross income less expenses)	2021-12-31	$180,344
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$779,074
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$598,730
Assets. Value of employer securities	2021-12-31	$779,074
2020 : JONES BLUE STAR RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$24,777
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$598,730
Total plan assets at beginning of year	2020-12-31	$573,953
Value of fidelity bond covering the plan	2020-12-31	$75,000
Other income received	2020-12-31	$24,777
Net income (gross income less expenses)	2020-12-31	$24,777
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$598,730
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$573,953
Assets. Value of employer securities	2020-12-31	$598,730
2019 : JONES BLUE STAR RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$76,100
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$573,953
Total plan assets at beginning of year	2019-12-31	$497,853
Value of fidelity bond covering the plan	2019-12-31	$75,000
Other income received	2019-12-31	$76,100
Net income (gross income less expenses)	2019-12-31	$76,100
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$573,953
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$497,853
Assets. Value of employer securities	2019-12-31	$573,953
2018 : JONES BLUE STAR RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$86,963
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$497,853
Total plan assets at beginning of year	2018-12-31	$410,890
Value of fidelity bond covering the plan	2018-12-31	$75,000
Other income received	2018-12-31	$86,963
Net income (gross income less expenses)	2018-12-31	$86,963
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$497,853
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$410,890
Assets. Value of employer securities	2018-12-31	$497,853
2017 : JONES BLUE STAR RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$51,436
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$410,890
Total plan assets at beginning of year	2017-12-31	$359,454
Value of fidelity bond covering the plan	2017-12-31	$75,000
Other income received	2017-12-31	$51,436
Net income (gross income less expenses)	2017-12-31	$51,436
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$410,890
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$359,454
Assets. Value of employer securities	2017-12-31	$410,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JONES BLUE STAR RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$25
Total income from all sources	2016-12-31	$51,357
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$359,454
Total plan assets at beginning of year	2016-12-31	$308,122
Value of fidelity bond covering the plan	2016-12-31	$75,000
Other income received	2016-12-31	$51,357
Net income (gross income less expenses)	2016-12-31	$51,357
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$359,454
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$308,097
Assets. Value of employer securities	2016-12-31	$359,454
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JONES BLUE STAR RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$25
Total income from all sources	2015-12-31	$96,305
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$308,122
Total plan assets at beginning of year	2015-12-31	$211,792
Value of fidelity bond covering the plan	2015-12-31	$30,000
Contributions received from other sources (not participants or employers)	2015-12-31	$20,078
Other income received	2015-12-31	$76,227
Net income (gross income less expenses)	2015-12-31	$96,305
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$308,097
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$211,792
Assets. Value of employer securities	2015-12-31	$288,016
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JONES BLUE STAR RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$9,109
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$211,792
Total plan assets at beginning of year	2014-12-31	$202,683
Value of fidelity bond covering the plan	2014-12-31	$30,000
Other income received	2014-12-31	$9,109
Net income (gross income less expenses)	2014-12-31	$9,109
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$211,792
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$202,683
Assets. Value of employer securities	2014-12-31	$211,792
2013 : JONES BLUE STAR RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$202,693
Expenses. Total of all expenses incurred	2013-12-31	$10
Total plan assets at end of year	2013-12-31	$202,683
Expenses. Other expenses not covered elsewhere	2013-12-31	$10
Contributions received from other sources (not participants or employers)	2013-12-31	$162,684
Other income received	2013-12-31	$40,009
Net income (gross income less expenses)	2013-12-31	$202,683
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$202,683
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$202,683

Form 5500 Responses for JONES BLUE STAR RETIREMENT PLAN

2023: JONES BLUE STAR RETIREMENT PLAN 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 – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JONES BLUE STAR RETIREMENT PLAN 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JONES BLUE STAR RETIREMENT PLAN 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JONES BLUE STAR RETIREMENT PLAN 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JONES BLUE STAR RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JONES BLUE STAR RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JONES BLUE STAR RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JONES BLUE STAR RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JONES BLUE STAR RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JONES BLUE STAR RETIREMENT 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: JONES BLUE STAR RETIREMENT PLAN 2013 form 5500 responses
2013-01-15	Type of plan entity	Single employer plan
2013-01-15	First time form 5500 has been submitted	Yes
2013-01-15	Submission has been amended	No
2013-01-15	This submission is the final filing	No
2013-01-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-15	Plan is a collectively bargained plan	No
2013-01-15	Plan funding arrangement – Trust	Yes
2013-01-15	Plan benefit arrangement - Trust	Yes

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Company Name:	JONES BLUE STAR, INC.
Employer identification number (EIN):	461773503
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2013-01-10
Company Identification Number:	0801715099
Legal Registered Office Address:	1121 W MAYFIELD RD ARLINGTON United States of America (USA) 76015