401k Plan data: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST plan

RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST
Plan identification number	001

RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

RICHARD R. JENCEN ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: RICHARD R. JENCEN ASSOCIATES

Employer identification number (EIN): 341696357

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 NICHOLAS ZALANY
001 2015-01-01 NICHOLAS ZALANY
001 2014-01-01 NICK ZALANY
001 2013-01-01 NICK ZALANY
001 2012-01-01 NICK ZALANY
001 2011-01-01 NICK ZALANY
001 2010-01-01 NICK ZALANY
001 2009-01-01 NICK ZALANY NICK ZALANY 2010-07-23

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	NICHOLAS ZALANY
001	2015-01-01	NICHOLAS ZALANY
001	2014-01-01	NICK ZALANY
001	2013-01-01	NICK ZALANY
001	2012-01-01	NICK ZALANY
001	2011-01-01	NICK ZALANY
001	2010-01-01	NICK ZALANY
001	2009-01-01	NICK ZALANY	NICK ZALANY	2010-07-23

Plan Statistics for RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 19
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 1
Total of all active and inactive participants 2016-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 20
Number of participants with account balances 2016-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 18
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 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 18
Number of participants with account balances 2015-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
Total of all active and inactive participants 2014-01-01 17
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 17
2013: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 17
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 15
2012: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of retired or separated participants receiving benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 18
Total participants 2012-01-01 18
Number of participants with account balances 2012-01-01 16
2011: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 16
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 17
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 18
2010: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 17
Total of all active and inactive participants 2010-01-01 17
Total participants 2010-01-01 17
Number of participants with account balances 2010-01-01 19
2009: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Total of all active and inactive participants 2009-01-01 18
Total participants 2009-01-01 18

Measure	Date	Value
2016: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	19
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	1
Total of all active and inactive participants	2016-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	20
Number of participants with account balances	2016-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18
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	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	18
Number of participants with account balances	2015-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
Total of all active and inactive participants	2014-01-01	17
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	17
2013: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	17
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	15
2012: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of retired or separated participants receiving benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	18
Total participants	2012-01-01	18
Number of participants with account balances	2012-01-01	16
2011: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	16
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	17
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	18
2010: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	17
Total of all active and inactive participants	2010-01-01	17
Total participants	2010-01-01	17
Number of participants with account balances	2010-01-01	19
2009: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Total of all active and inactive participants	2009-01-01	18
Total participants	2009-01-01	18

Financial Data on RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2016 : RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$331,740
Expenses. Total of all expenses incurred	2016-12-31	$46,113
Benefits paid (including direct rollovers)	2016-12-31	$46,113
Total plan assets at end of year	2016-12-31	$4,128,124
Total plan assets at beginning of year	2016-12-31	$3,842,497
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$81,266
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$99,548
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$285,627
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,128,124
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,842,497
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$150,926
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 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	$133,110
Expenses. Total of all expenses incurred	2015-12-31	$3,814
Benefits paid (including direct rollovers)	2015-12-31	$3,814
Total plan assets at end of year	2015-12-31	$3,842,497
Total plan assets at beginning of year	2015-12-31	$3,713,201
Total contributions received or receivable from participants	2015-12-31	$52,888
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$4,805
Other income received	2015-12-31	$14,170
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$129,296
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,842,497
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,713,201
Total contributions received or receivable from employer(s)	2015-12-31	$61,247
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
2014 : RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$395,847
Expenses. Total of all expenses incurred	2014-12-31	$1,241,272
Benefits paid (including direct rollovers)	2014-12-31	$1,241,034
Total plan assets at end of year	2014-12-31	$3,713,201
Total plan assets at beginning of year	2014-12-31	$4,558,626
Expenses. Other expenses not covered elsewhere	2014-12-31	$238
Other income received	2014-12-31	$283,457
Net income (gross income less expenses)	2014-12-31	$-845,425
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,713,201
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,558,626
Total contributions received or receivable from employer(s)	2014-12-31	$112,390
2013 : RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$1,026,007
Expenses. Total of all expenses incurred	2013-12-31	$26,159
Benefits paid (including direct rollovers)	2013-12-31	$16,469
Total plan assets at end of year	2013-12-31	$4,558,626
Total plan assets at beginning of year	2013-12-31	$3,558,778
Expenses. Other expenses not covered elsewhere	2013-12-31	$9,690
Other income received	2013-12-31	$919,835
Net income (gross income less expenses)	2013-12-31	$999,848
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,558,626
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,558,778
Total contributions received or receivable from employer(s)	2013-12-31	$106,172
2012 : RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$576,439
Expenses. Total of all expenses incurred	2012-12-31	$78,772
Benefits paid (including direct rollovers)	2012-12-31	$67,118
Total plan assets at end of year	2012-12-31	$3,558,778
Total plan assets at beginning of year	2012-12-31	$3,061,111
Expenses. Other expenses not covered elsewhere	2012-12-31	$11,654
Other income received	2012-12-31	$473,149
Net income (gross income less expenses)	2012-12-31	$497,667
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,558,778
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,061,111
Total contributions received or receivable from employer(s)	2012-12-31	$103,290
2011 : RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-147,752
Expenses. Total of all expenses incurred	2011-12-31	$41,472
Benefits paid (including direct rollovers)	2011-12-31	$35,196
Total plan assets at end of year	2011-12-31	$3,061,111
Total plan assets at beginning of year	2011-12-31	$3,250,335
Expenses. Other expenses not covered elsewhere	2011-12-31	$6,276
Other income received	2011-12-31	$-193,247
Net income (gross income less expenses)	2011-12-31	$-189,224
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,061,111
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,250,335
Total contributions received or receivable from employer(s)	2011-12-31	$45,495
2010 : RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$439,041
Expenses. Total of all expenses incurred	2010-12-31	$1,142,516
Benefits paid (including direct rollovers)	2010-12-31	$1,139,502
Total plan assets at end of year	2010-12-31	$3,250,335
Total plan assets at beginning of year	2010-12-31	$3,953,810
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,014
Other income received	2010-12-31	$415,789
Net income (gross income less expenses)	2010-12-31	$-703,475
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,250,335
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,953,810
Total contributions received or receivable from employer(s)	2010-12-31	$23,252

Form 5500 Responses for RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST

2016: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 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	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 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
2014: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 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: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 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: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 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: RICHARD R. JENCEN ASSOCIATES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARD R. JENCEN ASSOCIATES
Employer identification number (EIN):	341696357
NAIC Classification:	541310
NAIC Description:	Architectural Services