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J LTD DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameJ LTD DEFINED BENEFIT PLAN AND TRUST
Plan identification number 001

J LTD DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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 LTD has sponsored the creation of one or more 401k plans.

Company Name:J LTD
Employer identification number (EIN):203897204
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J LTD DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01JODY ROGGENSACK
0012016-01-01JODY ROGGENSACK
0012016-01-01
0012016-01-01
0012015-01-01JODY ROGGENSACK
0012014-01-01JODY ROGGENSACK
0012013-01-01JODY ROGGENSACK
0012012-01-01JODY ROGGENSACK
0012011-01-01JODY ROGGENSACK
0012009-01-01JODY ROGGENSACK

Plan Statistics for J LTD DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for J LTD DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2019: J LTD DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-311,140,830
Acturial value of plan assets2019-12-311,140,830
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-311,477
Active participant vested funding target2019-12-311,149,746
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-311,149,746
Total participant count2019-12-313
Total funding target for all participants2019-12-311,151,223
Balance at beginning of prior year after applicable adjustments2019-12-3182,736
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3160,861
Amount remaining of carryover balance2019-12-3182,736
Amount remaining of prefunding balance2019-12-3160,861
Present value of excess contributions2019-12-3141,684
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3144,035
Balance of carryovers at beginning of current year2019-12-3186,939
Balance of prefunding at beginning of current year2019-12-3163,953
Total employer contributions2019-12-3140,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3136,049
Net shortfall amortization installment of oustanding balance2019-12-31161,285
Total funding amount beforereflecting carryover/prefunding balances2019-12-3129,259
Additional cash requirement2019-12-3129,259
Contributions allocatedtoward minimum required contributions for current year2019-12-3136,049
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
2018: J LTD DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-311,067,896
Acturial value of plan assets2018-12-311,067,896
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-311,327
Active participant vested funding target2018-12-311,080,288
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-311,080,288
Total participant count2018-12-313
Total funding target for all participants2018-12-311,081,615
Balance at beginning of prior year after applicable adjustments2018-12-3177,708
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3157,163
Amount remaining of carryover balance2018-12-3177,708
Amount remaining of prefunding balance2018-12-3157,163
Present value of excess contributions2018-12-3144,711
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3147,148
Balance of carryovers at beginning of current year2018-12-3182,736
Balance of prefunding at beginning of current year2018-12-3160,861
Total employer contributions2018-12-3172,250
Total employee contributions2018-12-3185
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3167,366
Net shortfall amortization installment of oustanding balance2018-12-31157,316
Total funding amount beforereflecting carryover/prefunding balances2018-12-3125,682
Additional cash requirement2018-12-3125,682
Contributions allocatedtoward minimum required contributions for current year2018-12-3167,366
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
2017: J LTD DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-31956,106
Acturial value of plan assets2017-12-31956,106
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-31102,138
Active participant vested funding target2017-12-31774,088
Number of active participants2017-12-311
Total funding liabilities for active participants2017-12-31774,088
Total participant count2017-12-313
Total funding target for all participants2017-12-31876,226
Balance at beginning of prior year after applicable adjustments2017-12-3185,337
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3162,775
Amount remaining of carryover balance2017-12-3185,337
Amount remaining of prefunding balance2017-12-3162,775
Balance of carryovers at beginning of current year2017-12-3177,708
Balance of prefunding at beginning of current year2017-12-3157,163
Total employer contributions2017-12-3150,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3147,388
Minimum required contributions for current year target normal cost2017-12-312,677
Total funding amount beforereflecting carryover/prefunding balances2017-12-312,677
Additional cash requirement2017-12-312,677
Contributions allocatedtoward minimum required contributions for current year2017-12-3147,388
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
2016: J LTD DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-311,045,702
Acturial value of plan assets2016-12-311,045,702
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-3197,086
Active participant vested funding target2016-12-31422,967
Number of active participants2016-12-311
Total funding liabilities for active participants2016-12-31422,967
Total participant count2016-12-313
Total funding target for all participants2016-12-31520,053
Balance at beginning of prior year after applicable adjustments2016-12-3163,851
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3146,970
Amount remaining of carryover balance2016-12-3163,851
Amount remaining of prefunding balance2016-12-3146,970
Present value of excess contributions2016-12-3156,027
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3158,823
Balance of carryovers at beginning of current year2016-12-3185,337
Balance of prefunding at beginning of current year2016-12-3162,775
Additional cash requirement2016-12-310
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
2015: J LTD DEFINED BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
2014: J LTD DEFINED BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
2013: J LTD DEFINED BENEFIT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
2012: J LTD DEFINED BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
2011: J LTD DEFINED BENEFIT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
2009: J LTD DEFINED BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-013
Total participants2009-01-013

Financial Data on J LTD DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2019 : J LTD DEFINED BENEFIT PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$16,095
Total income from all sources2019-12-31$217,126
Expenses. Total of all expenses incurred2019-12-31$48,438
Total plan assets at end of year2019-12-31$1,254,390
Total plan assets at beginning of year2019-12-31$1,069,607
Expenses. Other expenses not covered elsewhere2019-12-31$48,438
Other income received2019-12-31$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 loans2019-12-31$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
Total income from all sources2018-12-31$4,800
Expenses. Total of all expenses incurred2018-12-31$3,125
Total plan assets at end of year2018-12-31$1,069,607
Total plan assets at beginning of year2018-12-31$1,067,932
Assets. Value of loans (other than to participants)2018-12-31$117,487
Expenses. Other expenses not covered elsewhere2018-12-31$3,125
Other income received2018-12-31$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
Total plan liabilities at beginning of year2017-12-31$9,761
Total income from all sources2017-12-31$79,659
Expenses. Total of all expenses incurred2017-12-31$17,833
Total plan assets at end of year2017-12-31$1,017,932
Total plan assets at beginning of year2017-12-31$965,867
Expenses. Other expenses not covered elsewhere2017-12-31$17,833
Other income received2017-12-31$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
Total plan liabilities at end of year2016-12-31$9,761
Total income from all sources2016-12-31$43,226
Expenses. Total of all expenses incurred2016-12-31$134,229
Total plan assets at end of year2016-12-31$965,867
Total plan assets at beginning of year2016-12-31$1,047,109
Assets. Value of loans (other than to participants)2016-12-31$9,761
Expenses. Other expenses not covered elsewhere2016-12-31$134,229
Other income received2016-12-31$43,226
Net income (gross income less expenses)2016-12-31$-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
Total plan liabilities at beginning of year2015-12-31$99,962
Total income from all sources2015-12-31$327,454
Expenses. Total of all expenses incurred2015-12-31$23,587
Total plan assets at end of year2015-12-31$1,047,109
Total plan assets at beginning of year2015-12-31$843,204
Expenses. Other expenses not covered elsewhere2015-12-31$23,587
Other income received2015-12-31$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
Total plan liabilities at end of year2014-12-31$99,962
Total income from all sources2014-12-31$114,763
Expenses. Total of all expenses incurred2014-12-31$13,553
Total plan assets at end of year2014-12-31$843,204
Total plan assets at beginning of year2014-12-31$642,032
Expenses. Other expenses not covered elsewhere2014-12-31$13,553
Other income received2014-12-31$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
Total income from all sources2013-12-31$72,984
Expenses. Total of all expenses incurred2013-12-31$13,953
Total plan assets at end of year2013-12-31$642,032
Total plan assets at beginning of year2013-12-31$583,001
Expenses. Other expenses not covered elsewhere2013-12-31$13,953
Other income received2013-12-31$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
Total plan liabilities at beginning of year2012-12-31$6,011
Total income from all sources2012-12-31$135,033
Expenses. Total of all expenses incurred2012-12-31$5,516
Total plan assets at end of year2012-12-31$583,001
Total plan assets at beginning of year2012-12-31$459,495
Expenses. Other expenses not covered elsewhere2012-12-31$5,516
Other income received2012-12-31$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
Total plan liabilities at end of year2011-12-31$6,011
Total income from all sources2011-12-31$30,804
Expenses. Total of all expenses incurred2011-12-31$18,775
Total plan assets at end of year2011-12-31$459,495
Total plan assets at beginning of year2011-12-31$441,455
Expenses. Other expenses not covered elsewhere2011-12-31$18,775
Other income received2011-12-31$-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
Total income from all sources2010-12-31$102,545
Total plan assets at end of year2010-12-31$441,455
Total plan assets at beginning of year2010-12-31$338,910
Other income received2010-12-31$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

Form 5500 Responses for J LTD DEFINED BENEFIT PLAN AND TRUST

2019: J LTD DEFINED BENEFIT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J LTD DEFINED BENEFIT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J LTD DEFINED BENEFIT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J LTD DEFINED BENEFIT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J LTD DEFINED BENEFIT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J LTD DEFINED BENEFIT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J LTD DEFINED BENEFIT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J LTD DEFINED BENEFIT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J LTD DEFINED BENEFIT PLAN AND TRUST 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 LTD DEFINED BENEFIT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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