J LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J LTD DEFINED BENEFIT PLAN AND TRUST
Measure | Date | Value |
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2019: J LTD DEFINED BENEFIT PLAN AND TRUST 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 1,140,830 |
Acturial value of plan assets | 2019-12-31 | 1,140,830 |
Number of terminated vested participants | 2019-12-31 | 1 |
Fundng target for terminated vested participants | 2019-12-31 | 1,477 |
Active participant vested funding target | 2019-12-31 | 1,149,746 |
Number of active participants | 2019-12-31 | 2 |
Total funding liabilities for active participants | 2019-12-31 | 1,149,746 |
Total participant count | 2019-12-31 | 3 |
Total funding target for all participants | 2019-12-31 | 1,151,223 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 82,736 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 60,861 |
Amount remaining of carryover balance | 2019-12-31 | 82,736 |
Amount remaining of prefunding balance | 2019-12-31 | 60,861 |
Present value of excess contributions | 2019-12-31 | 41,684 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 44,035 |
Balance of carryovers at beginning of current year | 2019-12-31 | 86,939 |
Balance of prefunding at beginning of current year | 2019-12-31 | 63,953 |
Total employer contributions | 2019-12-31 | 40,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 36,049 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 161,285 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 29,259 |
Additional cash requirement | 2019-12-31 | 29,259 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 36,049 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 2 |
2018: J LTD DEFINED BENEFIT PLAN AND TRUST 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 1,067,896 |
Acturial value of plan assets | 2018-12-31 | 1,067,896 |
Number of terminated vested participants | 2018-12-31 | 1 |
Fundng target for terminated vested participants | 2018-12-31 | 1,327 |
Active participant vested funding target | 2018-12-31 | 1,080,288 |
Number of active participants | 2018-12-31 | 2 |
Total funding liabilities for active participants | 2018-12-31 | 1,080,288 |
Total participant count | 2018-12-31 | 3 |
Total funding target for all participants | 2018-12-31 | 1,081,615 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 77,708 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 57,163 |
Amount remaining of carryover balance | 2018-12-31 | 77,708 |
Amount remaining of prefunding balance | 2018-12-31 | 57,163 |
Present value of excess contributions | 2018-12-31 | 44,711 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 47,148 |
Balance of carryovers at beginning of current year | 2018-12-31 | 82,736 |
Balance of prefunding at beginning of current year | 2018-12-31 | 60,861 |
Total employer contributions | 2018-12-31 | 72,250 |
Total employee contributions | 2018-12-31 | 85 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 67,366 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 157,316 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 25,682 |
Additional cash requirement | 2018-12-31 | 25,682 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 67,366 |
Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 3 |
2017: J LTD DEFINED BENEFIT PLAN AND TRUST 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 956,106 |
Acturial value of plan assets | 2017-12-31 | 956,106 |
Number of terminated vested participants | 2017-12-31 | 2 |
Fundng target for terminated vested participants | 2017-12-31 | 102,138 |
Active participant vested funding target | 2017-12-31 | 774,088 |
Number of active participants | 2017-12-31 | 1 |
Total funding liabilities for active participants | 2017-12-31 | 774,088 |
Total participant count | 2017-12-31 | 3 |
Total funding target for all participants | 2017-12-31 | 876,226 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 85,337 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 62,775 |
Amount remaining of carryover balance | 2017-12-31 | 85,337 |
Amount remaining of prefunding balance | 2017-12-31 | 62,775 |
Balance of carryovers at beginning of current year | 2017-12-31 | 77,708 |
Balance of prefunding at beginning of current year | 2017-12-31 | 57,163 |
Total employer contributions | 2017-12-31 | 50,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 47,388 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 2,677 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 2,677 |
Additional cash requirement | 2017-12-31 | 2,677 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 47,388 |
Total participants, beginning-of-year | 2017-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 3 |
2016: J LTD DEFINED BENEFIT PLAN AND TRUST 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 1,045,702 |
Acturial value of plan assets | 2016-12-31 | 1,045,702 |
Number of terminated vested participants | 2016-12-31 | 2 |
Fundng target for terminated vested participants | 2016-12-31 | 97,086 |
Active participant vested funding target | 2016-12-31 | 422,967 |
Number of active participants | 2016-12-31 | 1 |
Total funding liabilities for active participants | 2016-12-31 | 422,967 |
Total participant count | 2016-12-31 | 3 |
Total funding target for all participants | 2016-12-31 | 520,053 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 63,851 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 46,970 |
Amount remaining of carryover balance | 2016-12-31 | 63,851 |
Amount remaining of prefunding balance | 2016-12-31 | 46,970 |
Present value of excess contributions | 2016-12-31 | 56,027 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 58,823 |
Balance of carryovers at beginning of current year | 2016-12-31 | 85,337 |
Balance of prefunding at beginning of current year | 2016-12-31 | 62,775 |
Additional cash requirement | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 2 |
2015: J LTD DEFINED BENEFIT PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 2 |
2014: J LTD DEFINED BENEFIT PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 2 |
2013: J LTD DEFINED BENEFIT PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 3 |
2012: J LTD DEFINED BENEFIT PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 3 |
2011: J LTD DEFINED BENEFIT PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 3 |
2009: J LTD DEFINED BENEFIT PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 3 |
Measure | Date | Value |
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2019 : J LTD DEFINED BENEFIT PLAN AND TRUST 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $16,095 |
Total income from all sources | 2019-12-31 | $217,126 |
Expenses. Total of all expenses incurred | 2019-12-31 | $48,438 |
Total plan assets at end of year | 2019-12-31 | $1,254,390 |
Total plan assets at beginning of year | 2019-12-31 | $1,069,607 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $48,438 |
Other income received | 2019-12-31 | $104,876 |
Net income (gross income less expenses) | 2019-12-31 | $168,688 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,238,295 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,069,607 |
Assets. Value of participant loans | 2019-12-31 | $44,218 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $112,250 |
2018 : J LTD DEFINED BENEFIT PLAN AND TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $4,800 |
Expenses. Total of all expenses incurred | 2018-12-31 | $3,125 |
Total plan assets at end of year | 2018-12-31 | $1,069,607 |
Total plan assets at beginning of year | 2018-12-31 | $1,067,932 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $117,487 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $3,125 |
Other income received | 2018-12-31 | $4,800 |
Net income (gross income less expenses) | 2018-12-31 | $1,675 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,069,607 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,067,932 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $623,115 |
2017 : J LTD DEFINED BENEFIT PLAN AND TRUST 2017 401k financial data |
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Total plan liabilities at beginning of year | 2017-12-31 | $9,761 |
Total income from all sources | 2017-12-31 | $79,659 |
Expenses. Total of all expenses incurred | 2017-12-31 | $17,833 |
Total plan assets at end of year | 2017-12-31 | $1,017,932 |
Total plan assets at beginning of year | 2017-12-31 | $965,867 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $17,833 |
Other income received | 2017-12-31 | $79,659 |
Net income (gross income less expenses) | 2017-12-31 | $61,826 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,017,932 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $956,106 |
2016 : J LTD DEFINED BENEFIT PLAN AND TRUST 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $9,761 |
Total income from all sources | 2016-12-31 | $43,226 |
Expenses. Total of all expenses incurred | 2016-12-31 | $134,229 |
Total plan assets at end of year | 2016-12-31 | $965,867 |
Total plan assets at beginning of year | 2016-12-31 | $1,047,109 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $9,761 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $134,229 |
Other income received | 2016-12-31 | $43,226 |
Net income (gross income less expenses) | 2016-12-31 | $-91,003 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $956,106 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,047,109 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $623,115 |
2015 : J LTD DEFINED BENEFIT PLAN AND TRUST 2015 401k financial data |
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Total plan liabilities at beginning of year | 2015-12-31 | $99,962 |
Total income from all sources | 2015-12-31 | $327,454 |
Expenses. Total of all expenses incurred | 2015-12-31 | $23,587 |
Total plan assets at end of year | 2015-12-31 | $1,047,109 |
Total plan assets at beginning of year | 2015-12-31 | $843,204 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $23,587 |
Other income received | 2015-12-31 | $267,454 |
Net income (gross income less expenses) | 2015-12-31 | $303,867 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,047,109 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $743,242 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $60,000 |
2014 : J LTD DEFINED BENEFIT PLAN AND TRUST 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $99,962 |
Total income from all sources | 2014-12-31 | $114,763 |
Expenses. Total of all expenses incurred | 2014-12-31 | $13,553 |
Total plan assets at end of year | 2014-12-31 | $843,204 |
Total plan assets at beginning of year | 2014-12-31 | $642,032 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $13,553 |
Other income received | 2014-12-31 | $54,763 |
Net income (gross income less expenses) | 2014-12-31 | $101,210 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $743,242 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $642,032 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $531,716 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $60,000 |
2013 : J LTD DEFINED BENEFIT PLAN AND TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $72,984 |
Expenses. Total of all expenses incurred | 2013-12-31 | $13,953 |
Total plan assets at end of year | 2013-12-31 | $642,032 |
Total plan assets at beginning of year | 2013-12-31 | $583,001 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $13,953 |
Other income received | 2013-12-31 | $22,984 |
Net income (gross income less expenses) | 2013-12-31 | $59,031 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $642,032 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $583,001 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $531,716 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $50,000 |
2012 : J LTD DEFINED BENEFIT PLAN AND TRUST 2012 401k financial data |
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Total plan liabilities at beginning of year | 2012-12-31 | $6,011 |
Total income from all sources | 2012-12-31 | $135,033 |
Expenses. Total of all expenses incurred | 2012-12-31 | $5,516 |
Total plan assets at end of year | 2012-12-31 | $583,001 |
Total plan assets at beginning of year | 2012-12-31 | $459,495 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $5,516 |
Other income received | 2012-12-31 | $85,033 |
Net income (gross income less expenses) | 2012-12-31 | $129,517 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $583,001 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $453,484 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $50,000 |
2011 : J LTD DEFINED BENEFIT PLAN AND TRUST 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $6,011 |
Total income from all sources | 2011-12-31 | $30,804 |
Expenses. Total of all expenses incurred | 2011-12-31 | $18,775 |
Total plan assets at end of year | 2011-12-31 | $459,495 |
Total plan assets at beginning of year | 2011-12-31 | $441,455 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $18,775 |
Other income received | 2011-12-31 | $-8,185 |
Net income (gross income less expenses) | 2011-12-31 | $12,029 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $453,484 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $441,455 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $181,549 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $38,989 |
2010 : J LTD DEFINED BENEFIT PLAN AND TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $102,545 |
Total plan assets at end of year | 2010-12-31 | $441,455 |
Total plan assets at beginning of year | 2010-12-31 | $338,910 |
Other income received | 2010-12-31 | $58,545 |
Net income (gross income less expenses) | 2010-12-31 | $102,545 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $441,455 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $338,910 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $44,000 |