401k Plan data: JAMES PHELAN 401(K) PROFIT SHARING PLAN plan

JAMES PHELAN 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JAMES PHELAN 401(K) PROFIT SHARING PLAN
Plan identification number	001

JAMES PHELAN 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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. PHELAN CONSTRUCTION CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: J. PHELAN CONSTRUCTION CO., INC.

Employer identification number (EIN): 263290862

NAIC Classification: 238100

Additional information about J. PHELAN CONSTRUCTION CO., INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2008-09-03

Company Identification Number: 3715710

Legal Registered Office Address: 50 NORTH NEW YORK AVENUE
SUITE #22
HUNTINGTON
United States of America (USA)
11743

More information about J. PHELAN CONSTRUCTION CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES PHELAN 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JAMES PHELAN
001 2015-01-01 DEIDRE CHIAPPERINO
001 2013-01-01 DEIDRE CHIAPPERINO
001 2012-01-01 DEIDRE CHIAPPERINO

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	JAMES PHELAN
001	2015-01-01	DEIDRE CHIAPPERINO
001	2013-01-01	DEIDRE CHIAPPERINO
001	2012-01-01	DEIDRE CHIAPPERINO

Plan Statistics for JAMES PHELAN 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES PHELAN 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: JAMES PHELAN 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JAMES PHELAN 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2013: JAMES PHELAN 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 0
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
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JAMES PHELAN 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 1
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2016: JAMES PHELAN 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JAMES PHELAN 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2013: JAMES PHELAN 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	0
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
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JAMES PHELAN 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	1
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on JAMES PHELAN 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : JAMES PHELAN 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-05-31	$-395,452
Total plan liabilities at beginning of year	2016-05-31	$0
Total income from all sources	2016-05-31	$54
Expenses. Total of all expenses incurred	2016-05-31	$0
Benefits paid (including direct rollovers)	2016-05-31	$0
Total plan assets at end of year	2016-05-31	$0
Total plan assets at beginning of year	2016-05-31	$395,398
Total contributions received or receivable from participants	2016-05-31	$0
Expenses. Other expenses not covered elsewhere	2016-05-31	$0
Contributions received from other sources (not participants or employers)	2016-05-31	$0
Other income received	2016-05-31	$54
Noncash contributions received	2016-05-31	$0
Net income (gross income less expenses)	2016-05-31	$54
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$395,398
Total contributions received or receivable from employer(s)	2016-05-31	$0
Value of corrective distributions	2016-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-05-31	$0
2015 : JAMES PHELAN 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$91,659
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$395,398
Total plan assets at beginning of year	2015-12-31	$303,739
Total contributions received or receivable from participants	2015-12-31	$63,835
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-7,939
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$91,659
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$395,398
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$303,739
Total contributions received or receivable from employer(s)	2015-12-31	$35,763
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2013 : JAMES PHELAN 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$57,059
Expenses. Total of all expenses incurred	2013-12-31	$4,780
Benefits paid (including direct rollovers)	2013-12-31	$4,780
Total plan assets at end of year	2013-12-31	$143,978
Total plan assets at beginning of year	2013-12-31	$91,699
Total contributions received or receivable from participants	2013-12-31	$29,850
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$15,145
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$52,279
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$143,978
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$91,699
Total contributions received or receivable from employer(s)	2013-12-31	$12,064
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : JAMES PHELAN 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$9,882
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$91,699
Total plan assets at beginning of year	2012-12-31	$81,817
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$9,882
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$9,882
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$91,699
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$81,817
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0

Form 5500 Responses for JAMES PHELAN 401(K) PROFIT SHARING PLAN

2016: JAMES PHELAN 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JAMES PHELAN 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES PHELAN 401(K) PROFIT SHARING 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: JAMES PHELAN 401(K) PROFIT SHARING 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

Potentially related plans

JAMES PHELAN 401(K) PROFIT SHARING PLAN [EIN = 133997121]

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Company Name:	J. PHELAN CONSTRUCTION CO., INC.
Employer identification number (EIN):	263290862
NAIC Classification:	238100

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2008-09-03
Company Identification Number:	3715710
Legal Registered Office Address:	50 NORTH NEW YORK AVENUE SUITE #22 HUNTINGTON United States of America (USA) 11743