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THE FRED JONES GROUP HEALTH & DISABILITY PLAN 401k Plan overview

Plan NameTHE FRED JONES GROUP HEALTH & DISABILITY PLAN
Plan identification number 508

THE FRED JONES GROUP HEALTH & DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

HALL CAPITAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:HALL CAPITAL, LLC
Employer identification number (EIN):760077620
NAIC Classification:336300

Additional information about HALL CAPITAL, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2015-12-07
Company Identification Number: L15000203711
Legal Registered Office Address: 19706 71ST AVENUE EAST

BRADENTON

34211

More information about HALL CAPITAL, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FRED JONES GROUP HEALTH & DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5082022-06-01NIKKI HENLEY2023-12-22
5082021-06-01
5082020-06-01
5082019-06-01
5082018-06-01
5082017-06-01NIKKI CAREL HENLEY
5082016-06-01MARCY N. NIKKI CAREL
5082015-06-01MARCY N. NIKKI CAREL
5082015-03-01VICKI SCHILLING
5082011-03-01VICKI SCHILLING VICKI SCHILLING2012-12-13
5082009-03-01GARY MILLER VICKI SCHILLING2010-12-07

Plan Statistics for THE FRED JONES GROUP HEALTH & DISABILITY PLAN

401k plan membership statisitcs for THE FRED JONES GROUP HEALTH & DISABILITY PLAN

Measure Date Value
2022: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-01108
Total number of active participants reported on line 7a of the Form 55002022-06-01108
Number of retired or separated participants receiving benefits2022-06-011
Number of other retired or separated participants entitled to future benefits2022-06-010
Total of all active and inactive participants2022-06-01109
Number of employers contributing to the scheme2022-06-010
2021: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-01116
Total number of active participants reported on line 7a of the Form 55002021-06-01108
Number of retired or separated participants receiving benefits2021-06-011
Total of all active and inactive participants2021-06-01109
Total participants2021-06-01109
2020: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01135
Total number of active participants reported on line 7a of the Form 55002020-06-01119
Number of retired or separated participants receiving benefits2020-06-011
Total of all active and inactive participants2020-06-01120
Total participants2020-06-01120
2019: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01134
Total number of active participants reported on line 7a of the Form 55002019-06-01129
Number of retired or separated participants receiving benefits2019-06-014
Total of all active and inactive participants2019-06-01133
Total participants2019-06-01133
2018: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01136
Total number of active participants reported on line 7a of the Form 55002018-06-01128
Number of retired or separated participants receiving benefits2018-06-014
Total of all active and inactive participants2018-06-01132
Total participants2018-06-01132
2017: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01141
Total number of active participants reported on line 7a of the Form 55002017-06-01132
Number of retired or separated participants receiving benefits2017-06-014
Number of other retired or separated participants entitled to future benefits2017-06-015
Total of all active and inactive participants2017-06-01141
2016: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01123
Total number of active participants reported on line 7a of the Form 55002016-06-01137
Number of retired or separated participants receiving benefits2016-06-015
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-01142
2015: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-0197
Total number of active participants reported on line 7a of the Form 55002015-06-01120
Number of retired or separated participants receiving benefits2015-06-013
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-01123
Total participants, beginning-of-year2015-03-01101
Total number of active participants reported on line 7a of the Form 55002015-03-0197
Number of retired or separated participants receiving benefits2015-03-012
Number of other retired or separated participants entitled to future benefits2015-03-010
Total of all active and inactive participants2015-03-0199
2011: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-0163
Total number of active participants reported on line 7a of the Form 55002011-03-0167
Number of retired or separated participants receiving benefits2011-03-011
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-0168
2009: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-01184
Total number of active participants reported on line 7a of the Form 55002009-03-01159
Number of retired or separated participants receiving benefits2009-03-012
Number of other retired or separated participants entitled to future benefits2009-03-010
Total of all active and inactive participants2009-03-01161

Form 5500 Responses for THE FRED JONES GROUP HEALTH & DISABILITY PLAN

2022: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2022 form 5500 responses
2022-06-01Type of plan entityMulitple employer plan
2022-06-01Plan is a collectively bargained planYes
2022-06-01Plan funding arrangement – General assets of the sponsorYes
2022-06-01Plan benefit arrangement – General assets of the sponsorYes
2021: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2021 form 5500 responses
2021-06-01Type of plan entityMulitple employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – General assets of the sponsorYes
2021-06-01Plan benefit arrangement – General assets of the sponsorYes
2020: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2020 form 5500 responses
2020-06-01Type of plan entityMulitple employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – General assets of the sponsorYes
2020-06-01Plan benefit arrangement – General assets of the sponsorYes
2019: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2019 form 5500 responses
2019-06-01Type of plan entityMulitple employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – General assets of the sponsorYes
2019-06-01Plan benefit arrangement – General assets of the sponsorYes
2018: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2018 form 5500 responses
2018-06-01Type of plan entityMulitple employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – General assets of the sponsorYes
2018-06-01Plan benefit arrangement – General assets of the sponsorYes
2017: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2017 form 5500 responses
2017-06-01Type of plan entityMulitple employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – General assets of the sponsorYes
2017-06-01Plan benefit arrangement – General assets of the sponsorYes
2016: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2016 form 5500 responses
2016-06-01Type of plan entityMulitple employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – General assets of the sponsorYes
2016-06-01Plan benefit arrangement – General assets of the sponsorYes
2015: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2015 form 5500 responses
2015-06-01Type of plan entityMulitple employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – General assets of the sponsorYes
2015-06-01Plan benefit arrangement – General assets of the sponsorYes
2015-03-01Type of plan entityMulitple employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – General assets of the sponsorYes
2015-03-01Plan benefit arrangement – General assets of the sponsorYes
2011: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – General assets of the sponsorYes
2011-03-01Plan benefit arrangement – General assets of the sponsorYes
2009: THE FRED JONES GROUP HEALTH & DISABILITY PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – General assets of the sponsorYes
2009-03-01Plan benefit arrangement – General assets of the sponsorYes

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