401k Plan data: J. B. STEVEN, INC. DEFINED BENEFIT PLAN plan

J. B. STEVEN, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	J. B. STEVEN, INC. DEFINED BENEFIT PLAN
Plan identification number	001

J. B. STEVEN, INC. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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

Company Name: J.B. STEVEN, INC.

Employer identification number (EIN): 251529993

NAIC Classification: 525990
NAIC Description: Other Financial Vehicles

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. B. STEVEN, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 SHARON CRISP
001 2013-01-01 SHARON CRISP
001 2012-01-01 SHARON CRISP
001 2011-01-01 SHARON CRISP
001 2010-01-01 SHARON CRISP
001 2009-01-01 SHARON CRISP

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	SHARON CRISP
001	2013-01-01	SHARON CRISP
001	2012-01-01	SHARON CRISP
001	2011-01-01	SHARON CRISP
001	2010-01-01	SHARON CRISP
001	2009-01-01	SHARON CRISP

Plan Statistics for J. B. STEVEN, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for J. B. STEVEN, INC. DEFINED BENEFIT PLAN

Measure Date Value
2014: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2014 401k membership
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 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2013 401k membership
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 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
2012: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2012 401k membership
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 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
2011: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2011 401k membership
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 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
2010: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 0
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
2009: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2009 401k membership
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 0
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3

Measure	Date	Value
2014: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2014 401k membership
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	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2013 401k membership
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	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
2012: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2012 401k membership
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	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
2011: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2011 401k membership
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	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
2010: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	0
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
2009: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2009 401k membership
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	0
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3

Financial Data on J. B. STEVEN, INC. DEFINED BENEFIT PLAN

Measure	Date	Value
2014 : J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$4
Expenses. Total of all expenses incurred	2014-12-31	$55,965
Benefits paid (including direct rollovers)	2014-12-31	$55,565
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$55,961
Other income received	2014-12-31	$4
Net income (gross income less expenses)	2014-12-31	$-55,961
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$55,961
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$400
2013 : J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$84
Expenses. Total of all expenses incurred	2013-12-31	$10,780
Total plan assets at end of year	2013-12-31	$55,961
Total plan assets at beginning of year	2013-12-31	$66,657
Other income received	2013-12-31	$84
Net income (gross income less expenses)	2013-12-31	$-10,696
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$55,961
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$66,657
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10,780
2012 : J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$144
Expenses. Total of all expenses incurred	2012-12-31	$27,709
Benefits paid (including direct rollovers)	2012-12-31	$16,500
Total plan assets at end of year	2012-12-31	$66,657
Total plan assets at beginning of year	2012-12-31	$94,222
Other income received	2012-12-31	$144
Net income (gross income less expenses)	2012-12-31	$-27,565
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$66,657
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$94,222
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$11,209
2011 : J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$208
Expenses. Total of all expenses incurred	2011-12-31	$52,166
Benefits paid (including direct rollovers)	2011-12-31	$35,000
Total plan assets at end of year	2011-12-31	$94,222
Total plan assets at beginning of year	2011-12-31	$146,180
Other income received	2011-12-31	$208
Net income (gross income less expenses)	2011-12-31	$-51,958
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$94,222
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$146,180
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$17,166
2010 : J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-20,453
Expenses. Total of all expenses incurred	2010-12-31	$36,000
Benefits paid (including direct rollovers)	2010-12-31	$36,000
Total plan assets at end of year	2010-12-31	$146,180
Total plan assets at beginning of year	2010-12-31	$202,633
Other income received	2010-12-31	$-20,453
Net income (gross income less expenses)	2010-12-31	$-56,453
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$146,180
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$202,633

Form 5500 Responses for J. B. STEVEN, INC. DEFINED BENEFIT PLAN

2014: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: J. B. STEVEN, INC. DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J.B. STEVEN, INC.
Employer identification number (EIN):	251529993
NAIC Classification:	525990
NAIC Description:	Other Financial Vehicles