401k Plan data: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST plan

JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST
Plan identification number	003

JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

JOHNSON & JORDAN, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHNSON & JORDAN, INC.

Employer identification number (EIN): 010466450

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-10-01
003 2021-10-01
003 2020-10-01
003 2019-10-01
003 2018-10-01
003 2017-10-01

Plan Statistics for JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST

401k plan membership statisitcs for JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST

Measure Date Value
2022: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-10-01 417
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 306
Number of retired or separated participants receiving benefits 2022-10-01 20
Number of other retired or separated participants entitled to future benefits 2022-10-01 86
Total of all active and inactive participants 2022-10-01 412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 1
Total participants 2022-10-01 413
Number of participants with account balances 2022-10-01 383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 25
2021: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-10-01 376
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 322
Number of retired or separated participants receiving benefits 2021-10-01 10
Number of other retired or separated participants entitled to future benefits 2021-10-01 99
Total of all active and inactive participants 2021-10-01 431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 1
Total participants 2021-10-01 432
Number of participants with account balances 2021-10-01 386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 25
2020: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-10-01 353
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 294
Number of retired or separated participants receiving benefits 2020-10-01 4
Number of other retired or separated participants entitled to future benefits 2020-10-01 69
Total of all active and inactive participants 2020-10-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 1
Total participants 2020-10-01 368
Number of participants with account balances 2020-10-01 347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 14
2019: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-10-01 330
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 291
Number of retired or separated participants receiving benefits 2019-10-01 4
Number of other retired or separated participants entitled to future benefits 2019-10-01 60
Total of all active and inactive participants 2019-10-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 355
Number of participants with account balances 2019-10-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 13
2018: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-10-01 289
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 293
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 39
Total of all active and inactive participants 2018-10-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 332
Number of participants with account balances 2018-10-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 11
2017: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-10-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 214
Number of retired or separated participants receiving benefits 2017-10-01 10
Number of other retired or separated participants entitled to future benefits 2017-10-01 37
Total of all active and inactive participants 2017-10-01 261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 1
Total participants 2017-10-01 262
Number of participants with account balances 2017-10-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 18

Measure	Date	Value
2022: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-10-01	417
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	306
Number of retired or separated participants receiving benefits	2022-10-01	20
Number of other retired or separated participants entitled to future benefits	2022-10-01	86
Total of all active and inactive participants	2022-10-01	412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	1
Total participants	2022-10-01	413
Number of participants with account balances	2022-10-01	383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	25
2021: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-10-01	376
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	322
Number of retired or separated participants receiving benefits	2021-10-01	10
Number of other retired or separated participants entitled to future benefits	2021-10-01	99
Total of all active and inactive participants	2021-10-01	431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	1
Total participants	2021-10-01	432
Number of participants with account balances	2021-10-01	386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	25
2020: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-10-01	353
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	294
Number of retired or separated participants receiving benefits	2020-10-01	4
Number of other retired or separated participants entitled to future benefits	2020-10-01	69
Total of all active and inactive participants	2020-10-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	1
Total participants	2020-10-01	368
Number of participants with account balances	2020-10-01	347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	14
2019: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-10-01	330
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	291
Number of retired or separated participants receiving benefits	2019-10-01	4
Number of other retired or separated participants entitled to future benefits	2019-10-01	60
Total of all active and inactive participants	2019-10-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	355
Number of participants with account balances	2019-10-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	13
2018: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-10-01	289
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	293
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	39
Total of all active and inactive participants	2018-10-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	332
Number of participants with account balances	2018-10-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	11
2017: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-10-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	214
Number of retired or separated participants receiving benefits	2017-10-01	10
Number of other retired or separated participants entitled to future benefits	2017-10-01	37
Total of all active and inactive participants	2017-10-01	261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	1
Total participants	2017-10-01	262
Number of participants with account balances	2017-10-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	18

Financial Data on JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST

Measure	Date	Value
2023 : JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-09-30	$5,812,987
Total unrealized appreciation/depreciation of assets	2023-09-30	$5,812,987
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-09-30	$116,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-09-30	$99,879
Expenses. Interest paid	2023-09-30	$4,677
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-09-30	$4,677
Total income from all sources (including contributions)	2023-09-30	$9,738,429
Total loss/gain on sale of assets	2023-09-30	$0
Total of all expenses incurred	2023-09-30	$1,694,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-09-30	$1,593,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-09-30	$2,080,266
Value of total assets at end of year	2023-09-30	$41,725,791
Value of total assets at beginning of year	2023-09-30	$33,664,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-09-30	$95,612
Total interest from all sources	2023-09-30	$14,427
Total dividends received (eg from common stock, registered investment company shares)	2023-09-30	$770,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-09-30	$770,577
Was this plan covered by a fidelity bond	2023-09-30	Yes
Value of fidelity bond cover	2023-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2023-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-09-30	No
Contributions received from participants	2023-09-30	$1,483,852
Participant contributions at end of year	2023-09-30	$300,904
Participant contributions at beginning of year	2023-09-30	$301,657
Participant contributions at end of year	2023-09-30	$38,310
Participant contributions at beginning of year	2023-09-30	$31,135
Income. Received or receivable in cash from other sources (including rollovers)	2023-09-30	$62,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-09-30	$3,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-09-30	$3,529
Liabilities. Value of operating payables at end of year	2023-09-30	$19,913
Liabilities. Value of operating payables at beginning of year	2023-09-30	$1,981
Total non interest bearing cash at end of year	2023-09-30	$128
Total non interest bearing cash at beginning of year	2023-09-30	$137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-09-30	No
Value of net income/loss	2023-09-30	$8,044,395
Value of net assets at end of year (total assets less liabilities)	2023-09-30	$41,609,130
Value of net assets at beginning of year (total assets less liabilities)	2023-09-30	$33,564,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-09-30	No
Were any leases to which the plan was party in default or uncollectible	2023-09-30	No
Investment advisory and management fees	2023-09-30	$95,612
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-09-30	$16,285,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-09-30	$13,873,830
Interest on participant loans	2023-09-30	$14,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-09-30	$1,060,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-09-30	No
Was there a failure to transmit to the plan any participant contributions	2023-09-30	No
Has the plan failed to provide any benefit when due under the plan	2023-09-30	No
Assets. Invements in employer securities at end of year	2023-09-30	$24,912,805
Assets. Invements in employer securities at beginning of year	2023-09-30	$19,344,463
Contributions received in cash from employer	2023-09-30	$534,062
Employer contributions (assets) at end of year	2023-09-30	$188,085
Employer contributions (assets) at beginning of year	2023-09-30	$113,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-09-30	$1,593,745
Did the plan have assets held for investment	2023-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-09-30	No
Liabilities. Value of acquisition indebtedness at end of year	2023-09-30	$93,260
Liabilities. Value of acquisition indebtedness at beginning of year	2023-09-30	$94,369
Opinion of an independent qualified public accountant for this plan	2023-09-30	Unqualified
Accountancy firm name	2023-09-30	LAUREN COREY CONSULTING, LLC
Accountancy firm EIN	2023-09-30	472806175
2022 : JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-09-30	$1,830,550
Total unrealized appreciation/depreciation of assets	2022-09-30	$1,830,550
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$99,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$98,995
Expenses. Interest paid	2022-09-30	$4,732
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-09-30	$4,732
Total income from all sources (including contributions)	2022-09-30	$1,523,812
Total loss/gain on sale of assets	2022-09-30	$0
Total of all expenses incurred	2022-09-30	$1,036,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$960,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$2,420,803
Value of total assets at end of year	2022-09-30	$33,664,614
Value of total assets at beginning of year	2022-09-30	$33,175,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$70,979
Total interest from all sources	2022-09-30	$13,022
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$852,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$852,444
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Contributions received from participants	2022-09-30	$1,404,913
Participant contributions at end of year	2022-09-30	$301,657
Participant contributions at beginning of year	2022-09-30	$307,978
Participant contributions at end of year	2022-09-30	$31,135
Participant contributions at beginning of year	2022-09-30	$34,464
Income. Received or receivable in cash from other sources (including rollovers)	2022-09-30	$579,096
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-09-30	$13,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-09-30	$3,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-09-30	$3,569
Liabilities. Value of operating payables at end of year	2022-09-30	$1,981
Liabilities. Value of operating payables at beginning of year	2022-09-30	$0
Total non interest bearing cash at end of year	2022-09-30	$137
Total non interest bearing cash at beginning of year	2022-09-30	$140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Value of net income/loss	2022-09-30	$487,738
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$33,564,735
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$33,076,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Investment advisory and management fees	2022-09-30	$70,979
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$13,873,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$14,938,567
Interest on participant loans	2022-09-30	$13,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-3,593,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	No
Was there a failure to transmit to the plan any participant contributions	2022-09-30	No
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Assets. Invements in employer securities at end of year	2022-09-30	$19,344,463
Assets. Invements in employer securities at beginning of year	2022-09-30	$17,667,025
Contributions received in cash from employer	2022-09-30	$436,794
Employer contributions (assets) at end of year	2022-09-30	$113,392
Employer contributions (assets) at beginning of year	2022-09-30	$214,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$960,363
Did the plan have assets held for investment	2022-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Liabilities. Value of acquisition indebtedness at end of year	2022-09-30	$94,369
Liabilities. Value of acquisition indebtedness at beginning of year	2022-09-30	$95,426
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	LAUREN COREY CONSULTING, LLC
Accountancy firm EIN	2022-09-30	472806175
2021 : JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-09-30	$10,280,811
Total unrealized appreciation/depreciation of assets	2021-09-30	$10,280,811
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$98,995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$100,052
Expenses. Interest paid	2021-09-30	$4,771
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-09-30	$4,771
Total income from all sources (including contributions)	2021-09-30	$14,568,074
Total loss/gain on sale of assets	2021-09-30	$0
Total of all expenses incurred	2021-09-30	$556,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$484,792
Value of total corrective distributions	2021-09-30	$1,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$2,001,069
Value of total assets at end of year	2021-09-30	$33,175,992
Value of total assets at beginning of year	2021-09-30	$19,165,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$65,354
Total interest from all sources	2021-09-30	$14,714
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$454,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$454,864
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$1,369,243
Participant contributions at end of year	2021-09-30	$307,978
Participant contributions at beginning of year	2021-09-30	$301,040
Participant contributions at end of year	2021-09-30	$34,464
Participant contributions at beginning of year	2021-09-30	$20,088
Income. Received or receivable in cash from other sources (including rollovers)	2021-09-30	$66,677
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-09-30	$13,786
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-09-30	$7,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-09-30	$3,569
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-09-30	$3,620
Total non interest bearing cash at end of year	2021-09-30	$140
Total non interest bearing cash at beginning of year	2021-09-30	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$14,011,777
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$33,076,997
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$19,065,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Investment advisory and management fees	2021-09-30	$65,354
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$14,938,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$11,326,235
Interest on participant loans	2021-09-30	$14,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$1,816,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	No
Was there a failure to transmit to the plan any participant contributions	2021-09-30	No
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Assets. Invements in employer securities at end of year	2021-09-30	$17,667,025
Assets. Invements in employer securities at beginning of year	2021-09-30	$7,400,000
Contributions received in cash from employer	2021-09-30	$565,149
Employer contributions (assets) at end of year	2021-09-30	$214,032
Employer contributions (assets) at beginning of year	2021-09-30	$110,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$484,792
Did the plan have assets held for investment	2021-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Liabilities. Value of acquisition indebtedness at end of year	2021-09-30	$95,426
Liabilities. Value of acquisition indebtedness at beginning of year	2021-09-30	$96,432
Opinion of an independent qualified public accountant for this plan	2021-09-30	Unqualified
Accountancy firm name	2021-09-30	LAUREN COREY CONSULTING, LLC
Accountancy firm EIN	2021-09-30	472806175
2020 : JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-09-30	$1,250,000
Total unrealized appreciation/depreciation of assets	2020-09-30	$1,250,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$100,052
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$101,032
Expenses. Interest paid	2020-09-30	$4,848
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-09-30	$4,848
Total income from all sources (including contributions)	2020-09-30	$3,873,736
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$270,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$210,129
Value of total corrective distributions	2020-09-30	$4,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$1,447,810
Value of total assets at end of year	2020-09-30	$19,165,272
Value of total assets at beginning of year	2020-09-30	$15,563,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$51,096
Total interest from all sources	2020-09-30	$14,106
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	No
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Contributions received from participants	2020-09-30	$1,068,422
Participant contributions at end of year	2020-09-30	$301,040
Participant contributions at beginning of year	2020-09-30	$241,606
Participant contributions at end of year	2020-09-30	$20,088
Participant contributions at beginning of year	2020-09-30	$20,648
Income. Received or receivable in cash from other sources (including rollovers)	2020-09-30	$3,022
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-09-30	$7,093
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-09-30	$3,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-09-30	$3,642
Total non interest bearing cash at end of year	2020-09-30	$150
Total non interest bearing cash at beginning of year	2020-09-30	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Value of net income/loss	2020-09-30	$3,602,738
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$19,065,220
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$15,462,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Investment advisory and management fees	2020-09-30	$51,096
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$11,326,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$9,040,541
Interest on participant loans	2020-09-30	$14,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$1,161,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	No
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Assets. Invements in employer securities at end of year	2020-09-30	$7,400,000
Assets. Invements in employer securities at beginning of year	2020-09-30	$6,150,000
Contributions received in cash from employer	2020-09-30	$376,366
Employer contributions (assets) at end of year	2020-09-30	$110,666
Employer contributions (assets) at beginning of year	2020-09-30	$110,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$210,129
Did the plan have assets held for investment	2020-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Liabilities. Value of acquisition indebtedness at end of year	2020-09-30	$96,432
Liabilities. Value of acquisition indebtedness at beginning of year	2020-09-30	$97,390
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	LAUREN COREY CONSULTING, LLC
Accountancy firm EIN	2020-09-30	472806175
2019 : JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-09-30	$1,840,000
Total unrealized appreciation/depreciation of assets	2019-09-30	$1,840,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$101,032
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$101,979
Expenses. Interest paid	2019-09-30	$4,881
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-09-30	$4,881
Total income from all sources (including contributions)	2019-09-30	$3,511,218
Total loss/gain on sale of assets	2019-09-30	$0
Total of all expenses incurred	2019-09-30	$120,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$60,273
Value of total corrective distributions	2019-09-30	$7,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$1,311,657
Value of total assets at end of year	2019-09-30	$15,563,514
Value of total assets at beginning of year	2019-09-30	$12,174,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-30	$48,707
Total interest from all sources	2019-09-30	$12,526
Total dividends received (eg from common stock, registered investment company shares)	2019-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-30	No
Was this plan covered by a fidelity bond	2019-09-30	Yes
Value of fidelity bond cover	2019-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Contributions received from participants	2019-09-30	$866,989
Participant contributions at end of year	2019-09-30	$241,606
Participant contributions at beginning of year	2019-09-30	$146,768
Participant contributions at end of year	2019-09-30	$20,648
Participant contributions at beginning of year	2019-09-30	$10,092
Income. Received or receivable in cash from other sources (including rollovers)	2019-09-30	$125,390
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-09-30	$175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-09-30	$3,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-09-30	$3,676
Administrative expenses (other) incurred	2019-09-30	$20
Total non interest bearing cash at end of year	2019-09-30	$150
Total non interest bearing cash at beginning of year	2019-09-30	$172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Value of net income/loss	2019-09-30	$3,390,283
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$15,462,482
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$12,072,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-30	No
Were any leases to which the plan was party in default or uncollectible	2019-09-30	No
Investment advisory and management fees	2019-09-30	$48,687
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-30	$9,040,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$7,598,620
Interest on participant loans	2019-09-30	$12,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-30	$347,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-30	No
Was there a failure to transmit to the plan any participant contributions	2019-09-30	No
Has the plan failed to provide any benefit when due under the plan	2019-09-30	No
Assets. Invements in employer securities at end of year	2019-09-30	$6,150,000
Assets. Invements in employer securities at beginning of year	2019-09-30	$4,310,000
Contributions received in cash from employer	2019-09-30	$319,278
Employer contributions (assets) at end of year	2019-09-30	$110,569
Employer contributions (assets) at beginning of year	2019-09-30	$108,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$60,273
Did the plan have assets held for investment	2019-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-30	No
Liabilities. Value of acquisition indebtedness at end of year	2019-09-30	$97,390
Liabilities. Value of acquisition indebtedness at beginning of year	2019-09-30	$98,303
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-30	Disclaimer
Accountancy firm name	2019-09-30	LAUREN COREY CONSULTING, LLC
Accountancy firm EIN	2019-09-30	472806175
2018 : JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0

Form 5500 Responses for JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST

2022: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Submission has been amended	No
2022-10-01	This submission is the final filing	No
2022-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-10-01	Plan is a collectively bargained plan	No
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	First time form 5500 has been submitted	Yes
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHNSON & JORDAN, INC.
Employer identification number (EIN):	010466450
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors