Plan Name | MLJ AGENCY RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MLJ AGENCY, INC. |
Employer identification number (EIN): | 474467141 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about MLJ AGENCY, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2015-07-02 |
Company Identification Number: | 0802246415 |
Legal Registered Office Address: |
1730 PUGLIA CT 6271 COUNTY ROAD 2560 ROCKWALL United States of America (USA) 75032 |
More information about MLJ AGENCY, INC.
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 | MICHAEL JONES | |||
001 | 2017-01-01 | MICHAEL JONES | |||
001 | 2016-01-01 | MICHAEL JONES | MICHAEL JONES | 2017-03-30 | |
001 | 2015-07-08 | MICHAEL JONES | MICHAEL JONES | 2016-04-09 |
Measure | Date | Value |
---|---|---|
2023: MLJ AGENCY RETIREMENT PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 4 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 4 |
Number of participants with account balances | 2023-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: MLJ AGENCY RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 5 |
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 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MLJ AGENCY RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 4 |
Number of participants with account balances | 2021-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MLJ AGENCY RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 5 |
Number of participants with account balances | 2020-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MLJ AGENCY RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MLJ AGENCY RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 3 |
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 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MLJ AGENCY RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MLJ AGENCY RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 1 |
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: MLJ AGENCY RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-07-08 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-08 | 1 |
Number of retired or separated participants receiving benefits | 2015-07-08 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-08 | 0 |
Total of all active and inactive participants | 2015-07-08 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-08 | 0 |
Total participants | 2015-07-08 | 1 |
Number of participants with account balances | 2015-07-08 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-08 | 0 |
Measure | Date | Value |
---|---|---|
2023 : MLJ AGENCY RETIREMENT PLAN 2023 401k financial data | ||
Total plan liabilities at end of year | 2023-12-31 | $165 |
Total income from all sources | 2023-12-31 | $580,978 |
Expenses. Total of all expenses incurred | 2023-12-31 | $14,067 |
Benefits paid (including direct rollovers) | 2023-12-31 | $13,717 |
Total plan assets at end of year | 2023-12-31 | $1,488,942 |
Total plan assets at beginning of year | 2023-12-31 | $921,866 |
Value of fidelity bond covering the plan | 2023-12-31 | $200,000 |
Total contributions received or receivable from participants | 2023-12-31 | $2,751 |
Other income received | 2023-12-31 | $575,444 |
Net income (gross income less expenses) | 2023-12-31 | $566,911 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,488,777 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $921,866 |
Assets. Value of employer securities | 2023-12-31 | $1,455,000 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $2,783 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $350 |
2022 : MLJ AGENCY RETIREMENT PLAN 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $-72,866 |
Expenses. Total of all expenses incurred | 2022-12-31 | $236 |
Total plan assets at end of year | 2022-12-31 | $921,866 |
Total plan assets at beginning of year | 2022-12-31 | $994,968 |
Value of fidelity bond covering the plan | 2022-12-31 | $175,000 |
Total contributions received or receivable from participants | 2022-12-31 | $3,504 |
Other income received | 2022-12-31 | $-79,874 |
Net income (gross income less expenses) | 2022-12-31 | $-73,102 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $921,866 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $994,968 |
Assets. Value of employer securities | 2022-12-31 | $883,681 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $3,504 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $236 |
2021 : MLJ AGENCY RETIREMENT PLAN 2021 401k financial data | ||
Total plan liabilities at beginning of year | 2021-12-31 | $71 |
Total income from all sources | 2021-12-31 | $32,999 |
Expenses. Total of all expenses incurred | 2021-12-31 | $206 |
Total plan assets at end of year | 2021-12-31 | $994,968 |
Total plan assets at beginning of year | 2021-12-31 | $962,246 |
Value of fidelity bond covering the plan | 2021-12-31 | $175,000 |
Total contributions received or receivable from participants | 2021-12-31 | $3,481 |
Other income received | 2021-12-31 | $26,037 |
Net income (gross income less expenses) | 2021-12-31 | $32,793 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $994,968 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $962,175 |
Assets. Value of employer securities | 2021-12-31 | $957,555 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $3,481 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $206 |
2020 : MLJ AGENCY RETIREMENT PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-12-31 | $71 |
Total plan liabilities at beginning of year | 2020-12-31 | $71 |
Total income from all sources | 2020-12-31 | $118,705 |
Expenses. Total of all expenses incurred | 2020-12-31 | $143 |
Total plan assets at end of year | 2020-12-31 | $962,246 |
Total plan assets at beginning of year | 2020-12-31 | $843,684 |
Value of fidelity bond covering the plan | 2020-12-31 | $175,000 |
Total contributions received or receivable from participants | 2020-12-31 | $3,573 |
Other income received | 2020-12-31 | $111,559 |
Net income (gross income less expenses) | 2020-12-31 | $118,562 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $962,175 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $843,613 |
Assets. Value of employer securities | 2020-12-31 | $933,645 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $3,573 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $143 |
2019 : MLJ AGENCY RETIREMENT PLAN 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-12-31 | $71 |
Total plan liabilities at beginning of year | 2019-12-31 | $374 |
Total income from all sources | 2019-12-31 | $158,746 |
Expenses. Total of all expenses incurred | 2019-12-31 | $87 |
Total plan assets at end of year | 2019-12-31 | $843,684 |
Total plan assets at beginning of year | 2019-12-31 | $685,328 |
Value of fidelity bond covering the plan | 2019-12-31 | $75,000 |
Total contributions received or receivable from participants | 2019-12-31 | $3,364 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $365 |
Other income received | 2019-12-31 | $151,653 |
Net income (gross income less expenses) | 2019-12-31 | $158,659 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $843,613 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $684,954 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $254 |
Assets. Value of employer securities | 2019-12-31 | $825,179 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $3,364 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $87 |
2018 : MLJ AGENCY RETIREMENT PLAN 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-12-31 | $374 |
Total income from all sources | 2018-12-31 | $247,813 |
Expenses. Total of all expenses incurred | 2018-12-31 | $39 |
Total plan assets at end of year | 2018-12-31 | $685,328 |
Total plan assets at beginning of year | 2018-12-31 | $437,180 |
Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
Total contributions received or receivable from participants | 2018-12-31 | $3,034 |
Other income received | 2018-12-31 | $241,745 |
Net income (gross income less expenses) | 2018-12-31 | $247,774 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $684,954 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $437,180 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $320 |
Assets. Value of employer securities | 2018-12-31 | $675,323 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $3,034 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $39 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : MLJ AGENCY RETIREMENT PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $125,430 |
Expenses. Total of all expenses incurred | 2017-12-31 | $8 |
Total plan assets at end of year | 2017-12-31 | $437,180 |
Total plan assets at beginning of year | 2017-12-31 | $311,758 |
Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
Total contributions received or receivable from participants | 2017-12-31 | $1,826 |
Other income received | 2017-12-31 | $121,778 |
Net income (gross income less expenses) | 2017-12-31 | $125,422 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $437,180 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $311,758 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $66 |
Assets. Value of employer securities | 2017-12-31 | $433,435 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $1,826 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $8 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : MLJ AGENCY RETIREMENT PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $6,846 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $311,758 |
Total plan assets at beginning of year | 2016-12-31 | $304,912 |
Other income received | 2016-12-31 | $6,846 |
Net income (gross income less expenses) | 2016-12-31 | $6,846 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $311,758 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $304,912 |
Assets. Value of employer securities | 2016-12-31 | $311,758 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : MLJ AGENCY RETIREMENT PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $304,917 |
Expenses. Total of all expenses incurred | 2015-12-31 | $5 |
Benefits paid (including direct rollovers) | 2015-12-31 | $5 |
Total plan assets at end of year | 2015-12-31 | $304,912 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $335,769 |
Other income received | 2015-12-31 | $-30,852 |
Net income (gross income less expenses) | 2015-12-31 | $304,912 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $304,912 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
Assets. Value of employer securities | 2015-12-31 | $304,912 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2023: MLJ AGENCY 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: MLJ AGENCY 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: MLJ AGENCY 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: MLJ AGENCY 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: MLJ AGENCY 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: MLJ AGENCY 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: MLJ AGENCY 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: MLJ AGENCY 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: MLJ AGENCY RETIREMENT PLAN 2015 form 5500 responses | ||
2015-07-08 | Type of plan entity | Single employer plan |
2015-07-08 | First time form 5500 has been submitted | Yes |
2015-07-08 | Submission has been amended | No |
2015-07-08 | This submission is the final filing | No |
2015-07-08 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-07-08 | Plan is a collectively bargained plan | No |
2015-07-08 | Plan funding arrangement – Trust | Yes |
2015-07-08 | Plan benefit arrangement - Trust | Yes |