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J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 401k Plan overview

Plan NameJ & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN
Plan identification number 001

J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

J & P ERSTGAARD ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:J & P ERSTGAARD ENTERPRISES, INC.
Employer identification number (EIN):201180896
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012017-01-01JERRY W ERSTGAARD2018-06-27
0012016-01-01JERRY W ERSTGAARD2017-09-15
0012015-01-01
0012014-01-01JERRY W ERSTGAARD2016-09-27
0012013-01-01JERRY W ERSTGAARD
0012012-01-01JERRY W ERSTGAARD
0012011-01-01JERALD W. ERSTGAARD
0012009-01-01JERALD ERSTGAARD

Plan Statistics for J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN

401k plan membership statisitcs for J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN

Measure Date Value
2022: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-019
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0111
Number of participants with account balances2022-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018
Number of participants with account balances2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0111
Number of participants with account balances2020-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0113
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2013: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-019
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 participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0128
Total number of active participants reported on line 7a of the Form 55002011-01-0125
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0125
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
Total of all active and inactive participants2009-01-017
Total participants2009-01-017
Number of participants with account balances2009-01-011

Financial Data on J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN

Measure Date Value
2022 : J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$8,900
Total income from all sources2022-12-31$39,011
Expenses. Total of all expenses incurred2022-12-31$56,386
Benefits paid (including direct rollovers)2022-12-31$54,561
Total plan assets at end of year2022-12-31$2,151,777
Total plan assets at beginning of year2022-12-31$2,160,252
Value of fidelity bond covering the plan2022-12-31$50,000
Total contributions received or receivable from participants2022-12-31$99,966
Expenses. Other expenses not covered elsewhere2022-12-31$1,535
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-196,441
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-17,375
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,142,877
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,160,252
Assets. Value of employer securities2022-12-31$1,114,828
Total contributions received or receivable from employer(s)2022-12-31$135,486
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$290
2021 : J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$304,786
Expenses. Total of all expenses incurred2021-12-31$58,166
Benefits paid (including direct rollovers)2021-12-31$54,268
Total plan assets at end of year2021-12-31$2,160,252
Total plan assets at beginning of year2021-12-31$1,913,632
Value of fidelity bond covering the plan2021-12-31$25,000
Total contributions received or receivable from participants2021-12-31$64,788
Expenses. Other expenses not covered elsewhere2021-12-31$3,393
Other income received2021-12-31$149,858
Net income (gross income less expenses)2021-12-31$246,620
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,160,252
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,913,632
Assets. Value of employer securities2021-12-31$1,114,828
Total contributions received or receivable from employer(s)2021-12-31$90,140
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$505
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$2,041
Total income from all sources2020-12-31$489,592
Expenses. Total of all expenses incurred2020-12-31$230
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,913,632
Total plan assets at beginning of year2020-12-31$1,426,311
Value of fidelity bond covering the plan2020-12-31$10,000
Total contributions received or receivable from participants2020-12-31$84,593
Expenses. Other expenses not covered elsewhere2020-12-31$230
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$314,313
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$489,362
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,913,632
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,424,270
Assets. Value of employer securities2020-12-31$1,391,296
Total contributions received or receivable from employer(s)2020-12-31$90,686
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$2,041
Total plan liabilities at beginning of year2019-12-31$1,602
Total income from all sources2019-12-31$191,682
Expenses. Total of all expenses incurred2019-12-31$84,261
Benefits paid (including direct rollovers)2019-12-31$81,637
Total plan assets at end of year2019-12-31$1,426,311
Total plan assets at beginning of year2019-12-31$1,318,451
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$44,541
Expenses. Other expenses not covered elsewhere2019-12-31$2,064
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$97,750
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$107,421
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,424,270
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,316,849
Assets. Value of employer securities2019-12-31$885,448
Total contributions received or receivable from employer(s)2019-12-31$49,391
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$560
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$1,602
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$135,806
Expenses. Total of all expenses incurred2018-12-31$7,161
Benefits paid (including direct rollovers)2018-12-31$4,344
Total plan assets at end of year2018-12-31$1,318,451
Total plan assets at beginning of year2018-12-31$1,188,204
Total contributions received or receivable from participants2018-12-31$32,748
Expenses. Other expenses not covered elsewhere2018-12-31$2,272
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$68,543
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$128,645
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,316,849
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,188,204
Assets. Value of employer securities2018-12-31$885,448
Total contributions received or receivable from employer(s)2018-12-31$34,515
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$545
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2017 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2014 : J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$677
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$65,002
Expenses. Total of all expenses incurred2014-12-31$13,263
Benefits paid (including direct rollovers)2014-12-31$11,243
Total plan assets at end of year2014-12-31$353,902
Total plan assets at beginning of year2014-12-31$301,486
Total contributions received or receivable from participants2014-12-31$25,668
Expenses. Other expenses not covered elsewhere2014-12-31$1,381
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$6,031
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$51,739
Net plan assets at end of year (total assets less liabilities)2014-12-31$353,225
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$301,486
Assets. Value of participant loans2014-12-31$1,306
Assets. Value of employer securities2014-12-31$199,614
Total contributions received or receivable from employer(s)2014-12-31$33,303
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$639
2013 : J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$66,859
Expenses. Total of all expenses incurred2013-12-31$4,479
Benefits paid (including direct rollovers)2013-12-31$4,094
Total plan assets at end of year2013-12-31$301,486
Total plan assets at beginning of year2013-12-31$239,106
Total contributions received or receivable from participants2013-12-31$29,163
Other income received2013-12-31$12,156
Net income (gross income less expenses)2013-12-31$62,380
Net plan assets at end of year (total assets less liabilities)2013-12-31$301,486
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$239,106
Assets. Value of participant loans2013-12-31$2,835
Assets. Value of employer securities2013-12-31$199,614
Total contributions received or receivable from employer(s)2013-12-31$25,540
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$39,492
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$239,106
Total plan assets at beginning of year2012-12-31$199,614
Total contributions received or receivable from participants2012-12-31$18,059
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$810
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$39,492
Net plan assets at end of year (total assets less liabilities)2012-12-31$239,106
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$199,614
Assets. Value of employer securities2012-12-31$199,614
Total contributions received or receivable from employer(s)2012-12-31$20,623
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-106,242
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$199,614
Total plan assets at beginning of year2011-12-31$305,856
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-106,242
Net income (gross income less expenses)2011-12-31$-106,242
Net plan assets at end of year (total assets less liabilities)2011-12-31$199,614
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$305,856
Assets. Value of employer securities2011-12-31$199,614
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$-1,206,861
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$305,856
Total plan assets at beginning of year2010-12-31$1,512,717
Other income received2010-12-31$-1,206,861
Net income (gross income less expenses)2010-12-31$-1,206,861
Net plan assets at end of year (total assets less liabilities)2010-12-31$305,856
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,512,717
Assets. Value of employer securities2010-12-31$305,856

Form 5500 Responses for J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN

2022: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT 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
2013: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT 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: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: J & P ERSTGAARD ENTERPRISES, INC. RETIREMENT 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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