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J & W CONSULTING, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameJ & W CONSULTING, INC. DEFINED BENEFIT PLAN
Plan identification number 001

J & W CONSULTING, INC. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

J & W CONSULTING, INC. has sponsored the creation of one or more 401k plans.

Company Name:J & W CONSULTING, INC.
Employer identification number (EIN):202004841
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & W CONSULTING, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01SANDRA R. TURNER, ERPA SANDRA R. TURNER, ERPA2018-10-15
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01SANDRA R. TURNER, ERPA2014-10-15 SANDRA R. TURNER, ERPA2014-10-15
0012012-01-01JULIE WOJTESIK JULIE WOJTESIK2013-10-15
0012011-01-01JULIE WOJTESIK JULIE WOJTESIK2012-10-10
0012010-01-01JULIA WOJTISEK JULIA WOJTISEK2012-04-13

Plan Statistics for J & W CONSULTING, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for J & W CONSULTING, INC. DEFINED BENEFIT PLAN

Measure Date Value
2017: J & W CONSULTING, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-311,042,466
Acturial value of plan assets2017-12-311,042,466
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31571,787
Active participant vested funding target2017-12-31542,300
Number of active participants2017-12-311
Total funding liabilities for active participants2017-12-31542,300
Total participant count2017-12-312
Total funding target for all participants2017-12-311,114,087
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3188,642
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3188,642
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3189,014
Total employer contributions2017-12-3113,495
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3113,495
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-31165,646
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3127,201
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3113,706
Additional cash requirement2017-12-3113,495
Contributions allocatedtoward minimum required contributions for current year2017-12-3113,495
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: J & W CONSULTING, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-311,043,525
Acturial value of plan assets2016-12-311,043,525
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-311,040,615
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-311,040,615
Total participant count2016-12-312
Total funding target for all participants2016-12-311,040,615
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3189,946
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3189,946
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3188,642
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: J & W CONSULTING, INC. DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
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 participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: J & W CONSULTING, INC. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2012: J & W CONSULTING, INC. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: J & W CONSULTING, INC. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
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 participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: J & W CONSULTING, INC. DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on J & W CONSULTING, INC. DEFINED BENEFIT PLAN

Measure Date Value
2017 : J & W CONSULTING, INC. DEFINED BENEFIT PLAN 2017 401k financial data
Total income from all sources2017-12-31$12,436
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$1,055,961
Total plan assets at beginning of year2017-12-31$1,043,525
Value of fidelity bond covering the plan2017-12-31$105,596
Total contributions received or receivable from participants2017-12-31$0
Assets. Value of loans (other than to participants)2017-12-31$78,374
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-1,058
Net income (gross income less expenses)2017-12-31$12,436
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,055,961
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,043,525
Total contributions received or receivable from employer(s)2017-12-31$13,494
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : J & W CONSULTING, INC. DEFINED BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-12-31$-3,851
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$1,043,525
Total plan assets at beginning of year2016-12-31$1,047,376
Value of fidelity bond covering the plan2016-12-31$104,353
Total contributions received or receivable from participants2016-12-31$0
Assets. Value of loans (other than to participants)2016-12-31$80,037
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-3,851
Net income (gross income less expenses)2016-12-31$-3,851
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,043,525
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,047,376
Total contributions received or receivable from employer(s)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : J & W CONSULTING, INC. DEFINED BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-12-31$65,217
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,030,909
Total plan assets at beginning of year2015-12-31$965,692
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$81,111
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$65,217
Net income (gross income less expenses)2015-12-31$65,217
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,030,909
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$965,692
Total contributions received or receivable from employer(s)2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : J & W CONSULTING, INC. DEFINED BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-12-31$2,369
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$965,692
Total plan assets at beginning of year2014-12-31$963,323
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$82,601
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$2,369
Net income (gross income less expenses)2014-12-31$2,369
Net plan assets at end of year (total assets less liabilities)2014-12-31$965,692
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$963,323
Total contributions received or receivable from employer(s)2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2012 : J & W CONSULTING, INC. DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-12-31$131,232
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$952,621
Total plan assets at beginning of year2012-12-31$821,389
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$84,012
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$46,232
Net income (gross income less expenses)2012-12-31$131,232
Net plan assets at end of year (total assets less liabilities)2012-12-31$952,621
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$821,389
Total contributions received or receivable from employer(s)2012-12-31$85,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : J & W CONSULTING, INC. DEFINED BENEFIT PLAN 2011 401k financial data
Total income from all sources2011-12-31$9,348
Expenses. Total of all expenses incurred2011-12-31$4,009
Total plan assets at end of year2011-12-31$821,389
Total plan assets at beginning of year2011-12-31$816,050
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Assets. Value of loans (other than to participants)2011-12-31$86,640
Expenses. Other expenses not covered elsewhere2011-12-31$4,009
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$9,348
Net income (gross income less expenses)2011-12-31$5,339
Net plan assets at end of year (total assets less liabilities)2011-12-31$821,389
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$816,050
Total contributions received or receivable from employer(s)2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : J & W CONSULTING, INC. DEFINED BENEFIT PLAN 2010 401k financial data
Total income from all sources2010-12-31$12,986
Expenses. Total of all expenses incurred2010-12-31$4,202
Total plan assets at end of year2010-12-31$816,050
Total plan assets at beginning of year2010-12-31$807,266
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$87,837
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$12,986
Net income (gross income less expenses)2010-12-31$8,784
Net plan assets at end of year (total assets less liabilities)2010-12-31$816,050
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$807,266
Total contributions received or receivable from employer(s)2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,202

Form 5500 Responses for J & W CONSULTING, INC. DEFINED BENEFIT PLAN

2017: J & W CONSULTING, INC. DEFINED BENEFIT 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: J & W CONSULTING, INC. DEFINED BENEFIT 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: J & W CONSULTING, INC. DEFINED BENEFIT 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: J & W CONSULTING, INC. DEFINED BENEFIT 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
2012: J & W CONSULTING, INC. DEFINED BENEFIT 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 & W CONSULTING, INC. DEFINED BENEFIT 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: J & W CONSULTING, INC. DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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

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