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JAMES & JUDITH KENT DIMON 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJAMES & JUDITH KENT DIMON 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

JAMES & JUDITH KENT DIMON 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

JAMES & JUDITH KENT DIMON has sponsored the creation of one or more 401k plans.

Company Name:JAMES & JUDITH KENT DIMON
Employer identification number (EIN):133542894
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES & JUDITH KENT DIMON 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KATHLEEN WILL2024-04-30
0012022-01-01KATHLEEN WILL2023-07-31
0012021-01-01KATHLEEN WILL2022-04-29
0012020-01-01JAMES DIMON2021-07-15
0012019-01-01KATHLEEN WILL2020-07-30
0012018-01-01KATHLEEN WILL2023-10-30
0012017-01-01JAMES DIMON2018-07-31
0012016-01-01JAMES DIMON2017-08-04
0012015-01-01KATHY WILL

Plan Statistics for JAMES & JUDITH KENT DIMON 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JAMES & JUDITH KENT DIMON 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: JAMES & JUDITH KENT DIMON 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on JAMES & JUDITH KENT DIMON 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2015 : JAMES & JUDITH KENT DIMON 401(K) PROFIT SHARING PLAN & TRUST 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$10,012
Expenses. Total of all expenses incurred2015-12-31$207
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$74,732
Total plan assets at beginning of year2015-12-31$64,927
Value of fidelity bond covering the plan2015-12-31$0
Total contributions received or receivable from participants2015-12-31$9,819
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$193
Net income (gross income less expenses)2015-12-31$9,805
Net plan assets at end of year (total assets less liabilities)2015-12-31$74,732
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$64,927
Total contributions received or receivable from employer(s)2015-12-31$0
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$207

Form 5500 Responses for JAMES & JUDITH KENT DIMON 401(K) PROFIT SHARING PLAN & TRUST

2015: JAMES & JUDITH KENT DIMON 401(K) PROFIT SHARING PLAN & TRUST 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

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