401k Plan data: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN plan

J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus 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

401k Sponsoring company profile

J.B. VENTURES, INC. has sponsored the creation of one or more 401k plans.

Company Name: J.B. VENTURES, INC.

Employer identification number (EIN): 200750941

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 COLLEEN DICKSON 2024-10-14
002 2022-01-01 MAUREEN JONES 2023-09-15
002 2021-01-01 MAUREEN JONES 2022-09-07
002 2020-01-01 MAUREEN JONES 2021-10-13
002 2019-01-01 MAUREEN JONES 2020-10-14
002 2018-01-01 MAUREEN JONES
002 2017-01-01 MAUREEN JONES
002 2016-01-01 MAUREEN JONES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	COLLEEN DICKSON	2024-10-14
002	2022-01-01	MAUREEN JONES	2023-09-15
002	2021-01-01	MAUREEN JONES	2022-09-07
002	2020-01-01	MAUREEN JONES	2021-10-13
002	2019-01-01	MAUREEN JONES	2020-10-14
002	2018-01-01	MAUREEN JONES
002	2017-01-01	MAUREEN JONES
002	2016-01-01	MAUREEN JONES

Plan Statistics for J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 70
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 70
Total of all active and inactive participants 2023-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 142
Number of participants with account balances 2023-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 13
2022: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 78
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 56
Total of all active and inactive participants 2022-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 135
Number of participants with account balances 2022-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 86
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 41
Total of all active and inactive participants 2021-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 127
Number of participants with account balances 2021-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 23
2020: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 102
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 23
Total of all active and inactive participants 2020-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 125
Number of participants with account balances 2020-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 17
2019: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 105
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 119
Number of participants with account balances 2019-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 18
2018: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 95
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 104
Number of participants with account balances 2018-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 82
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 89
Number of participants with account balances 2017-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 16
2016: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 66
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 66
Number of participants with account balances 2016-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2023: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	70
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	70
Total of all active and inactive participants	2023-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	142
Number of participants with account balances	2023-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	13
2022: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	78
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	56
Total of all active and inactive participants	2022-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	135
Number of participants with account balances	2022-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	86
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	41
Total of all active and inactive participants	2021-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	127
Number of participants with account balances	2021-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	23
2020: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	102
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	23
Total of all active and inactive participants	2020-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	125
Number of participants with account balances	2020-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	17
2019: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	105
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	119
Number of participants with account balances	2019-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	18
2018: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	95
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	104
Number of participants with account balances	2018-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	82
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	89
Number of participants with account balances	2017-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	16
2016: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	66
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	66
Number of participants with account balances	2016-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$490,000
Total unrealized appreciation/depreciation of assets	2023-12-31	$490,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$5,700,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$6,175,000
Expenses. Interest paid	2023-12-31	$247,000
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$247,000
Total income from all sources (including contributions)	2023-12-31	$1,254,048
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$288,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$41,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$764,000
Value of total assets at end of year	2023-12-31	$20,448,041
Value of total assets at beginning of year	2023-12-31	$19,957,025
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$0
Total interest from all sources	2023-12-31	$48
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Total non interest bearing cash at end of year	2023-12-31	$3,041
Total non interest bearing cash at beginning of year	2023-12-31	$2,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$966,016
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$14,748,041
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$13,782,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$48
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$20,445,000
Assets. Invements in employer securities at beginning of year	2023-12-31	$19,955,000
Contributions received in cash from employer	2023-12-31	$764,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$41,032
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$5,700,000
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$6,175,000
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BEACHFLESICHMAN PLLC
Accountancy firm EIN	2023-12-31	860683059
2022 : J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$2,130,000
Total unrealized appreciation/depreciation of assets	2022-12-31	$2,130,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$6,175,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$6,650,000
Expenses. Interest paid	2022-12-31	$266,000
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$266,000
Total income from all sources (including contributions)	2022-12-31	$2,873,016
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$267,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$743,000
Value of total assets at end of year	2022-12-31	$19,957,025
Value of total assets at beginning of year	2022-12-31	$17,826,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$16
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Total non interest bearing cash at end of year	2022-12-31	$2,025
Total non interest bearing cash at beginning of year	2022-12-31	$1,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$2,605,433
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,782,025
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,176,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$16
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$19,955,000
Assets. Invements in employer securities at beginning of year	2022-12-31	$17,825,000
Contributions received in cash from employer	2022-12-31	$743,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,583
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$6,175,000
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$6,650,000
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BEACHFLESICHMAN PLLC
Accountancy firm EIN	2022-12-31	860683059
2021 : J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-1,530,000
Total unrealized appreciation/depreciation of assets	2021-12-31	$-1,530,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$6,650,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$7,125,000
Expenses. Interest paid	2021-12-31	$285,000
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$285,000
Total income from all sources (including contributions)	2021-12-31	$-769,998
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$285,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$760,000
Value of total assets at end of year	2021-12-31	$17,826,592
Value of total assets at beginning of year	2021-12-31	$19,356,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$2
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Total non interest bearing cash at end of year	2021-12-31	$1,592
Total non interest bearing cash at beginning of year	2021-12-31	$1,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-1,054,998
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,176,592
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,231,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$17,825,000
Assets. Invements in employer securities at beginning of year	2021-12-31	$19,355,000
Contributions received in cash from employer	2021-12-31	$760,000
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$6,650,000
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$7,125,000
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BEACHFLESICHMAN PLLC
Accountancy firm EIN	2021-12-31	860683059
2020 : J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$6,600,001
Total unrealized appreciation/depreciation of assets	2020-12-31	$6,600,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$7,125,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$7,600,000
Expenses. Interest paid	2020-12-31	$304,000
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$304,000
Total income from all sources (including contributions)	2020-12-31	$7,385,001
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$309,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$785,000
Value of total assets at end of year	2020-12-31	$19,356,590
Value of total assets at beginning of year	2020-12-31	$12,756,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$35
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Administrative expenses (other) incurred	2020-12-31	$35
Total non interest bearing cash at end of year	2020-12-31	$1,590
Total non interest bearing cash at beginning of year	2020-12-31	$1,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$7,075,559
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,231,590
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,156,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$19,355,000
Assets. Invements in employer securities at beginning of year	2020-12-31	$12,755,000
Contributions received in cash from employer	2020-12-31	$785,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,407
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$7,125,000
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$7,600,000
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BEACHFLEISCHMAN PC
Accountancy firm EIN	2020-12-31	860683059
2019 : J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$6,875,000
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$6,875,000
Total unrealized appreciation/depreciation of assets	2019-12-31	$6,875,000
Total unrealized appreciation/depreciation of assets	2019-12-31	$6,875,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$7,600,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$7,600,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$8,075,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$8,075,000
Expenses. Interest paid	2019-12-31	$323,000
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$323,000
Expenses. Interest paid	2019-12-31	$323,000
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$323,000
Total income from all sources (including contributions)	2019-12-31	$7,683,000
Total income from all sources (including contributions)	2019-12-31	$7,683,000
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$332,392
Total of all expenses incurred	2019-12-31	$332,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$9,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$9,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$808,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$808,000
Value of total assets at end of year	2019-12-31	$12,756,031
Value of total assets at end of year	2019-12-31	$12,756,031
Value of total assets at beginning of year	2019-12-31	$5,880,423
Value of total assets at beginning of year	2019-12-31	$5,880,423
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Total non interest bearing cash at end of year	2019-12-31	$1,031
Total non interest bearing cash at end of year	2019-12-31	$1,031
Total non interest bearing cash at beginning of year	2019-12-31	$423
Total non interest bearing cash at beginning of year	2019-12-31	$423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$7,350,608
Value of net income/loss	2019-12-31	$7,350,608
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,156,031
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,156,031
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$-2,194,577
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$-2,194,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$12,755,000
Assets. Invements in employer securities at end of year	2019-12-31	$12,755,000
Assets. Invements in employer securities at beginning of year	2019-12-31	$5,880,000
Assets. Invements in employer securities at beginning of year	2019-12-31	$5,880,000
Contributions received in cash from employer	2019-12-31	$808,000
Contributions received in cash from employer	2019-12-31	$808,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$9,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$9,392
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$7,600,000
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$7,600,000
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$8,075,000
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$8,075,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	BEACHFLEISCHMAN PC
Accountancy firm name	2019-12-31	BEACHFLEISCHMAN PC
Accountancy firm EIN	2019-12-31	860683059
Accountancy firm EIN	2019-12-31	860683059
2018 : J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$8,075,000
Total plan liabilities at beginning of year	2018-12-31	$8,550,000
Total income from all sources	2018-12-31	$2,940,000
Expenses. Total of all expenses incurred	2018-12-31	$344,577
Benefits paid (including direct rollovers)	2018-12-31	$2,532
Total plan assets at end of year	2018-12-31	$5,880,423
Total plan assets at beginning of year	2018-12-31	$3,760,000
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$342,045
Other income received	2018-12-31	$2,120,000
Net income (gross income less expenses)	2018-12-31	$2,595,423
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$-2,194,577
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$-4,790,000
Assets. Value of employer securities	2018-12-31	$5,880,000
Total contributions received or receivable from employer(s)	2018-12-31	$820,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$8,550,000
Total plan liabilities at beginning of year	2017-12-31	$9,691,562
Total income from all sources	2017-12-31	$2,757,348
Expenses. Total of all expenses incurred	2017-12-31	$372,348
Total plan assets at end of year	2017-12-31	$3,760,000
Total plan assets at beginning of year	2017-12-31	$2,516,562
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$372,348
Other income received	2017-12-31	$1,910,000
Net income (gross income less expenses)	2017-12-31	$2,385,000
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$-4,790,000
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$-7,175,000
Assets. Value of employer securities	2017-12-31	$3,760,000
Total contributions received or receivable from employer(s)	2017-12-31	$847,348
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$9,691,562
Total income from all sources	2016-12-31	$-6,983,438
Expenses. Total of all expenses incurred	2016-12-31	$191,562
Total plan assets at end of year	2016-12-31	$2,516,562
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$191,562
Other income received	2016-12-31	$-7,650,000
Net income (gross income less expenses)	2016-12-31	$-7,175,000
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$-7,175,000
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Assets. Value of employer securities	2016-12-31	$1,850,000
Total contributions received or receivable from employer(s)	2016-12-31	$666,562
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0

Form 5500 Responses for J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN

2023: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J.B. VENTURES, INC.
Employer identification number (EIN):	200750941
NAIC Classification:	238100