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JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES H VAN EPPS 401(K)PROFIT SHARING PLAN
Plan identification number 001

JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

VAN EPPS LLC has sponsored the creation of one or more 401k plans.

Company Name:VAN EPPS LLC
Employer identification number (EIN):256722055
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES H VAN EPPS2024-08-28 JAMES H VAN EPPS2024-08-28
0012022-01-01JAMES H VAN EPPS2023-09-12
0012021-01-01JAMES H VAN EPPS2022-09-26
0012020-01-01JAMES H VAN EPPS2021-10-05 JAMES H VAN EPPS2021-10-05
0012019-01-01JAMES H VAN EPPS2020-09-21 JAMES H VAN EPPS2020-09-21
0012018-01-01JAMES H VAN EPPS2019-10-02 JAMES H VAN EPPS2019-10-02
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES H VAN EPPS JAMES H VAN EPPS2013-10-07
0012011-01-01JAMES H VAN EPPS JAMES H VAN EPPS2012-10-11
0012009-01-01JAMES VAN EPPS JAMES VAN EPPS2010-10-12

Plan Statistics for JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN

Measure Date Value
2023: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0121
Total number of active participants reported on line 7a of the Form 55002023-01-0120
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-013
Total of all active and inactive participants2023-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0123
Number of participants with account balances2023-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0120
Total number of active participants reported on line 7a of the Form 55002022-01-0119
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0120
Number of participants with account balances2022-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0121
Total number of active participants reported on line 7a of the Form 55002021-01-0118
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0120
Number of participants with account balances2021-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0116
Total number of active participants reported on line 7a of the Form 55002020-01-0117
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0119
Number of participants with account balances2020-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0117
Total number of active participants reported on line 7a of the Form 55002019-01-0115
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0116
Number of participants with account balances2019-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0117
Number of participants with account balances2018-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0119
Total number of active participants reported on line 7a of the Form 55002017-01-0116
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 participants2017-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0117
Number of participants with account balances2017-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0120
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0118
Number of participants with account balances2016-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0119
Number of participants with account balances2015-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0119
Number of participants with account balances2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0119
Total number of active participants reported on line 7a of the Form 55002013-01-0117
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0119
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0119
Number of participants with account balances2012-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0117
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0116
Number of participants with account balances2011-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0118
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN

Measure Date Value
2023 : JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$3,265,676
Expenses. Total of all expenses incurred2023-12-31$894,893
Benefits paid (including direct rollovers)2023-12-31$804,575
Total plan assets at end of year2023-12-31$13,169,393
Total plan assets at beginning of year2023-12-31$10,798,610
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$278,380
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$2,594,936
Net income (gross income less expenses)2023-12-31$2,370,783
Net plan assets at end of year (total assets less liabilities)2023-12-31$13,169,393
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$10,798,610
Assets. Value of assets in partnership/joint-venture interests2023-12-31$978,923
Total contributions received or receivable from employer(s)2023-12-31$392,360
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$90,318
2022 : JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-646,533
Expenses. Total of all expenses incurred2022-12-31$219,758
Benefits paid (including direct rollovers)2022-12-31$160,330
Total plan assets at end of year2022-12-31$10,798,610
Total plan assets at beginning of year2022-12-31$11,664,901
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$215,282
Contributions received from other sources (not participants or employers)2022-12-31$71,235
Other income received2022-12-31$-1,562,282
Net income (gross income less expenses)2022-12-31$-866,291
Net plan assets at end of year (total assets less liabilities)2022-12-31$10,798,610
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$11,664,901
Assets. Value of assets in partnership/joint-venture interests2022-12-31$1,047,908
Total contributions received or receivable from employer(s)2022-12-31$629,232
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$59,428
2021 : JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$2,818,454
Expenses. Total of all expenses incurred2021-12-31$537,525
Benefits paid (including direct rollovers)2021-12-31$482,751
Total plan assets at end of year2021-12-31$11,664,901
Total plan assets at beginning of year2021-12-31$9,383,972
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$2,159,326
Net income (gross income less expenses)2021-12-31$2,280,929
Net plan assets at end of year (total assets less liabilities)2021-12-31$11,664,901
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$9,383,972
Assets. Value of assets in partnership/joint-venture interests2021-12-31$631,821
Total contributions received or receivable from employer(s)2021-12-31$659,128
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$54,774
2020 : JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,594,323
Expenses. Total of all expenses incurred2020-12-31$43,844
Benefits paid (including direct rollovers)2020-12-31$4,194
Total plan assets at end of year2020-12-31$9,383,972
Total plan assets at beginning of year2020-12-31$7,833,493
Value of fidelity bond covering the plan2020-12-31$1,000,000
Other income received2020-12-31$1,054,658
Net income (gross income less expenses)2020-12-31$1,550,479
Net plan assets at end of year (total assets less liabilities)2020-12-31$9,383,972
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,833,493
Assets. Value of assets in partnership/joint-venture interests2020-12-31$785,877
Assets. Value of employer securities2020-12-31$288,000
Total contributions received or receivable from employer(s)2020-12-31$539,665
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$39,650
2019 : JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,565,062
Expenses. Total of all expenses incurred2019-12-31$199,900
Benefits paid (including direct rollovers)2019-12-31$171,667
Total plan assets at end of year2019-12-31$7,833,493
Total plan assets at beginning of year2019-12-31$6,468,331
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,070,629
Net income (gross income less expenses)2019-12-31$1,365,162
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,833,493
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,468,331
Total contributions received or receivable from employer(s)2019-12-31$494,433
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$28,233
2018 : JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$194,917
Expenses. Total of all expenses incurred2018-12-31$17,762
Total plan assets at end of year2018-12-31$6,468,331
Total plan assets at beginning of year2018-12-31$6,291,176
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-293,463
Net income (gross income less expenses)2018-12-31$177,155
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,468,331
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,291,176
Total contributions received or receivable from employer(s)2018-12-31$488,380
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$17,762
2017 : JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$985,318
Expenses. Total of all expenses incurred2017-12-31$248,707
Benefits paid (including direct rollovers)2017-12-31$203,763
Total plan assets at end of year2017-12-31$6,291,176
Total plan assets at beginning of year2017-12-31$5,554,565
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$535,707
Net income (gross income less expenses)2017-12-31$736,611
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,291,176
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,554,565
Total contributions received or receivable from employer(s)2017-12-31$449,611
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$44,944
2016 : JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$757,886
Expenses. Total of all expenses incurred2016-12-31$133,484
Benefits paid (including direct rollovers)2016-12-31$100,410
Total plan assets at end of year2016-12-31$5,554,565
Total plan assets at beginning of year2016-12-31$4,930,163
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$343,743
Net income (gross income less expenses)2016-12-31$624,402
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,554,565
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,930,163
Total contributions received or receivable from employer(s)2016-12-31$414,143
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$33,074
2015 : JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$435,546
Expenses. Total of all expenses incurred2015-12-31$28,449
Total plan assets at end of year2015-12-31$4,930,163
Total plan assets at beginning of year2015-12-31$4,523,066
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$-10,611
Net income (gross income less expenses)2015-12-31$407,097
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,930,163
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,523,066
Total contributions received or receivable from employer(s)2015-12-31$446,157
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$28,449
2014 : JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$551,083
Expenses. Total of all expenses incurred2014-12-31$27,810
Total plan assets at end of year2014-12-31$4,523,066
Total plan assets at beginning of year2014-12-31$3,999,793
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$157,461
Net income (gross income less expenses)2014-12-31$523,273
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,523,066
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,999,793
Total contributions received or receivable from employer(s)2014-12-31$393,622
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$27,810
2013 : JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$879,599
Expenses. Total of all expenses incurred2013-12-31$3,206
Total plan assets at end of year2013-12-31$3,999,793
Total plan assets at beginning of year2013-12-31$3,123,400
Value of fidelity bond covering the plan2013-12-31$313,000
Other income received2013-12-31$506,909
Net income (gross income less expenses)2013-12-31$876,393
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,999,793
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,123,400
Total contributions received or receivable from employer(s)2013-12-31$372,690
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,206
2012 : JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$586,459
Expenses. Total of all expenses incurred2012-12-31$11,100
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$3,123,400
Total plan assets at beginning of year2012-12-31$2,548,041
Value of fidelity bond covering the plan2012-12-31$250,000
Other income received2012-12-31$264,378
Net income (gross income less expenses)2012-12-31$575,359
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,123,400
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,548,041
Total contributions received or receivable from employer(s)2012-12-31$322,081
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$11,100
2011 : JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$272,580
Expenses. Total of all expenses incurred2011-12-31$95,755
Benefits paid (including direct rollovers)2011-12-31$84,721
Total plan assets at end of year2011-12-31$2,548,041
Total plan assets at beginning of year2011-12-31$2,371,216
Value of fidelity bond covering the plan2011-12-31$250,000
Other income received2011-12-31$-38,636
Net income (gross income less expenses)2011-12-31$176,825
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,548,041
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,371,216
Total contributions received or receivable from employer(s)2011-12-31$311,216
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$11,034
2010 : JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$442,466
Expenses. Total of all expenses incurred2010-12-31$208,061
Benefits paid (including direct rollovers)2010-12-31$200,224
Total plan assets at end of year2010-12-31$2,371,216
Total plan assets at beginning of year2010-12-31$2,136,811
Value of fidelity bond covering the plan2010-12-31$250,000
Other income received2010-12-31$125,246
Net income (gross income less expenses)2010-12-31$234,405
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,371,216
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,136,811
Total contributions received or receivable from employer(s)2010-12-31$317,220
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$7,837

Form 5500 Responses for JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN

2023: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JAMES H VAN EPPS 401(K)PROFIT SHARING 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: JAMES H VAN EPPS 401(K)PROFIT SHARING 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: JAMES H VAN EPPS 401(K)PROFIT SHARING 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: JAMES H VAN EPPS 401(K)PROFIT SHARING 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
2018: JAMES H VAN EPPS 401(K)PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES H VAN EPPS 401(K)PROFIT SHARING 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: JAMES H VAN EPPS 401(K)PROFIT SHARING 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: JAMES H VAN EPPS 401(K)PROFIT SHARING 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: JAMES H VAN EPPS 401(K)PROFIT SHARING 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
2013: JAMES H VAN EPPS 401(K)PROFIT SHARING 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: JAMES H VAN EPPS 401(K)PROFIT SHARING 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: JAMES H VAN EPPS 401(K)PROFIT SHARING 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
2009: JAMES H VAN EPPS 401(K)PROFIT SHARING 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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