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HMJANSON INSURANCE SOLUTIONS RETIREMENT PLAN 401k Plan overview

Plan NameHMJANSON INSURANCE SOLUTIONS RETIREMENT PLAN
Plan identification number 001

HMJANSON INSURANCE SOLUTIONS RETIREMENT 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.
  • 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

HMJANSON INSURANCE SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HMJANSON INSURANCE SOLUTIONS, INC.
Employer identification number (EIN):822431008
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HMJANSON INSURANCE SOLUTIONS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-08-09HEATHER M. JANSON

Plan Statistics for HMJANSON INSURANCE SOLUTIONS RETIREMENT PLAN

401k plan membership statisitcs for HMJANSON INSURANCE SOLUTIONS RETIREMENT PLAN

Measure Date Value
2018: HMJANSON INSURANCE SOLUTIONS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HMJANSON INSURANCE SOLUTIONS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-091
Total number of active participants reported on line 7a of the Form 55002017-08-091
Number of retired or separated participants receiving benefits2017-08-090
Number of other retired or separated participants entitled to future benefits2017-08-090
Total of all active and inactive participants2017-08-091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-090
Total participants2017-08-091
Number of participants with account balances2017-08-091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-090

Financial Data on HMJANSON INSURANCE SOLUTIONS RETIREMENT PLAN

Measure Date Value
2018 : HMJANSON INSURANCE SOLUTIONS RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$61,133
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$202,238
Total plan assets at beginning of year2018-12-31$141,105
Other income received2018-12-31$61,133
Net income (gross income less expenses)2018-12-31$61,133
Net plan assets at end of year (total assets less liabilities)2018-12-31$202,238
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$141,105
Assets. Value of employer securities2018-12-31$199,732
2017 : HMJANSON INSURANCE SOLUTIONS RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$141,105
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$141,105
Contributions received from other sources (not participants or employers)2017-12-31$153,410
Other income received2017-12-31$-12,305
Net income (gross income less expenses)2017-12-31$141,105
Net plan assets at end of year (total assets less liabilities)2017-12-31$141,105
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Assets. Value of employer securities2017-12-31$138,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for HMJANSON INSURANCE SOLUTIONS RETIREMENT PLAN

2018: HMJANSON INSURANCE SOLUTIONS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HMJANSON INSURANCE SOLUTIONS RETIREMENT PLAN 2017 form 5500 responses
2017-08-09Type of plan entitySingle employer plan
2017-08-09First time form 5500 has been submittedYes
2017-08-09Submission has been amendedNo
2017-08-09This submission is the final filingNo
2017-08-09This return/report is a short plan year return/report (less than 12 months)Yes
2017-08-09Plan is a collectively bargained planNo
2017-08-09Plan funding arrangement – TrustYes
2017-08-09Plan benefit arrangement - TrustYes

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