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JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameJOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN
Plan identification number 002

JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS 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.
  • 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.

401k Sponsoring company profile

JOHN A. PENNEY CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN A. PENNEY CO., INC.
Employer identification number (EIN):043524137
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01WENDY ZARRELLA
0022017-01-01WENDY ZARRELLA
0022016-01-01WENDY ZARRELLA
0022015-01-01WENDY ZARRELLA
0022014-01-01WENDY ZARRELLA
0022013-01-01WENDY ZARRELLA
0022012-01-01WENDY ZARRELLA
0022011-01-01WENDY ZARRELLA
0022010-01-01WENDY ZARRELLA
0022009-01-01 WENDY ZARRELLA2010-07-08
0022009-01-01WENDY ZARRELLA

Plan Statistics for JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2023: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0131
Total number of active participants reported on line 7a of the Form 55002023-01-0125
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-016
Total of all active and inactive participants2023-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0131
Number of participants with account balances2023-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0133
Total number of active participants reported on line 7a of the Form 55002022-01-0125
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0131
Number of participants with account balances2022-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0131
Total number of active participants reported on line 7a of the Form 55002021-01-0129
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0133
Number of participants with account balances2021-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0131
Total number of active participants reported on line 7a of the Form 55002020-01-0125
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0131
Number of participants with account balances2020-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0130
Total number of active participants reported on line 7a of the Form 55002019-01-0127
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0131
Number of participants with account balances2019-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0129
Total number of active participants reported on line 7a of the Form 55002018-01-0129
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0130
Number of participants with account balances2018-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0129
Total number of active participants reported on line 7a of the Form 55002017-01-0127
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0129
Number of participants with account balances2017-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0129
Total number of active participants reported on line 7a of the Form 55002016-01-0126
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0129
Number of participants with account balances2016-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0125
Total number of active participants reported on line 7a of the Form 55002015-01-0126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0129
Number of participants with account balances2015-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0123
Total number of active participants reported on line 7a of the Form 55002014-01-0124
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0125
Number of participants with account balances2014-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0123
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0123
Number of participants with account balances2013-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0123
Total number of active participants reported on line 7a of the Form 55002012-01-0121
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0123
Number of participants with account balances2012-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0122
Total number of active participants reported on line 7a of the Form 55002011-01-0121
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0123
Number of participants with account balances2011-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0122
Total number of active participants reported on line 7a of the Form 55002010-01-0120
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0122
Number of participants with account balances2010-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0122
Total number of active participants reported on line 7a of the Form 55002009-01-0120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0122
Number of participants with account balances2009-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,629,308
Expenses. Total of all expenses incurred2023-12-31$130,561
Benefits paid (including direct rollovers)2023-12-31$129,717
Total plan assets at end of year2023-12-31$13,626,195
Total plan assets at beginning of year2023-12-31$11,127,448
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$412,098
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$1,969,340
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$2,498,747
Net plan assets at end of year (total assets less liabilities)2023-12-31$13,626,195
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$11,127,448
Assets. Value of participant loans2023-12-31$100,548
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$247,870
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$844
2022 : JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,854,747
Expenses. Total of all expenses incurred2022-12-31$147,236
Benefits paid (including direct rollovers)2022-12-31$146,872
Total plan assets at end of year2022-12-31$11,127,448
Total plan assets at beginning of year2022-12-31$13,129,431
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$393,164
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$67,037
Other income received2022-12-31$-2,556,583
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,001,983
Net plan assets at end of year (total assets less liabilities)2022-12-31$11,127,448
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$13,129,431
Assets. Value of participant loans2022-12-31$59,377
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$241,635
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$364
2021 : JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,842,154
Expenses. Total of all expenses incurred2021-12-31$633,760
Benefits paid (including direct rollovers)2021-12-31$633,760
Total plan assets at end of year2021-12-31$13,129,431
Total plan assets at beginning of year2021-12-31$11,921,037
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$353,539
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,299,340
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,208,394
Net plan assets at end of year (total assets less liabilities)2021-12-31$13,129,431
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$11,921,037
Assets. Value of participant loans2021-12-31$11,982
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$189,275
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,413,339
Expenses. Total of all expenses incurred2020-12-31$1,551,332
Benefits paid (including direct rollovers)2020-12-31$1,551,307
Total plan assets at end of year2020-12-31$11,921,037
Total plan assets at beginning of year2020-12-31$11,059,030
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$317,963
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,891,731
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$862,007
Net plan assets at end of year (total assets less liabilities)2020-12-31$11,921,037
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$11,059,030
Assets. Value of participant loans2020-12-31$31,619
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$203,645
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$25
2019 : JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,519,815
Expenses. Total of all expenses incurred2019-12-31$72,990
Benefits paid (including direct rollovers)2019-12-31$72,690
Total plan assets at end of year2019-12-31$11,059,030
Total plan assets at beginning of year2019-12-31$8,612,205
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$355,472
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,966,297
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,446,825
Net plan assets at end of year (total assets less liabilities)2019-12-31$11,059,030
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,612,205
Assets. Value of participant loans2019-12-31$49,304
Total contributions received or receivable from employer(s)2019-12-31$198,046
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$300
2018 : JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-52,373
Expenses. Total of all expenses incurred2018-12-31$76,966
Benefits paid (including direct rollovers)2018-12-31$76,766
Total plan assets at end of year2018-12-31$8,612,205
Total plan assets at beginning of year2018-12-31$8,741,544
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$326,614
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$29,783
Other income received2018-12-31$-604,144
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-129,339
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,612,205
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,741,544
Assets. Value of participant loans2018-12-31$52,891
Total contributions received or receivable from employer(s)2018-12-31$195,374
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$200
2017 : JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,863,139
Expenses. Total of all expenses incurred2017-12-31$529,526
Benefits paid (including direct rollovers)2017-12-31$529,501
Total plan assets at end of year2017-12-31$8,741,544
Total plan assets at beginning of year2017-12-31$7,407,931
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$306,777
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$9,593
Other income received2017-12-31$1,377,263
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,333,613
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,741,544
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,407,931
Assets. Value of participant loans2017-12-31$31,689
Total contributions received or receivable from employer(s)2017-12-31$169,506
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$25
2016 : JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$933,591
Expenses. Total of all expenses incurred2016-12-31$265,563
Benefits paid (including direct rollovers)2016-12-31$265,139
Total plan assets at end of year2016-12-31$7,407,931
Total plan assets at beginning of year2016-12-31$6,739,903
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$269,248
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$16,443
Other income received2016-12-31$491,612
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$668,028
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,407,931
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,739,903
Assets. Value of participant loans2016-12-31$45,075
Total contributions received or receivable from employer(s)2016-12-31$156,288
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$424
2015 : JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$354,924
Expenses. Total of all expenses incurred2015-12-31$81,523
Benefits paid (including direct rollovers)2015-12-31$81,405
Total plan assets at end of year2015-12-31$6,739,903
Total plan assets at beginning of year2015-12-31$6,466,502
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$244,489
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-34,338
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$273,401
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,739,903
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,466,502
Assets. Value of participant loans2015-12-31$40,111
Total contributions received or receivable from employer(s)2015-12-31$144,773
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$118
2014 : JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$911,835
Expenses. Total of all expenses incurred2014-12-31$78,648
Benefits paid (including direct rollovers)2014-12-31$78,383
Total plan assets at end of year2014-12-31$6,466,502
Total plan assets at beginning of year2014-12-31$5,633,315
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$228,522
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$234,425
Other income received2014-12-31$320,226
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$833,187
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,466,502
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,633,315
Assets. Value of participant loans2014-12-31$64,736
Total contributions received or receivable from employer(s)2014-12-31$128,662
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$265
2013 : JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,143,875
Expenses. Total of all expenses incurred2013-12-31$356,804
Benefits paid (including direct rollovers)2013-12-31$356,464
Total plan assets at end of year2013-12-31$5,633,315
Total plan assets at beginning of year2013-12-31$4,846,244
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$212,405
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$16,215
Other income received2013-12-31$801,478
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$787,071
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,633,315
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,846,244
Assets. Value of participant loans2013-12-31$69,666
Total contributions received or receivable from employer(s)2013-12-31$113,777
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$340
2012 : JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$837,873
Expenses. Total of all expenses incurred2012-12-31$47,579
Benefits paid (including direct rollovers)2012-12-31$47,252
Total plan assets at end of year2012-12-31$4,846,244
Total plan assets at beginning of year2012-12-31$4,055,950
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$191,463
Contributions received from other sources (not participants or employers)2012-12-31$18,417
Other income received2012-12-31$519,286
Net income (gross income less expenses)2012-12-31$790,294
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,846,244
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,055,950
Assets. Value of participant loans2012-12-31$87,685
Total contributions received or receivable from employer(s)2012-12-31$108,707
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$327
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$196,738
Expenses. Total of all expenses incurred2011-12-31$32,748
Benefits paid (including direct rollovers)2011-12-31$32,401
Total plan assets at end of year2011-12-31$4,055,950
Total plan assets at beginning of year2011-12-31$3,891,960
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$179,815
Other income received2011-12-31$-90,589
Net income (gross income less expenses)2011-12-31$163,990
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,055,950
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,891,960
Assets. Value of participant loans2011-12-31$56,105
Total contributions received or receivable from employer(s)2011-12-31$107,512
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$347
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$728,046
Expenses. Total of all expenses incurred2010-12-31$34,741
Benefits paid (including direct rollovers)2010-12-31$34,586
Total plan assets at end of year2010-12-31$3,891,960
Total plan assets at beginning of year2010-12-31$3,198,655
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$171,433
Other income received2010-12-31$453,094
Net income (gross income less expenses)2010-12-31$693,305
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,891,960
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,198,655
Assets. Value of participant loans2010-12-31$53,878
Total contributions received or receivable from employer(s)2010-12-31$103,519
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN

2023: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS 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: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN A. PENNEY CO., INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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