401k Plan data: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN plan

J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

J. B. K. GROUP, INC. 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.
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.
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.B.K. GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: J.B.K. GROUP, INC.

Employer identification number (EIN): 341873488

NAIC Classification: 453990

Additional information about J.B.K. GROUP, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1998-08-27

Company Identification Number: 1027129

Legal Registered Office Address: 6001 TOWPATH DRIVE
-
CLEVELAND
United States of America (USA)
441254221

More information about J.B.K. GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2022-01-01 BRYAN BIBBO 2023-06-27 BRYAN BIBBO 2023-06-27
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRYAN J. BIBBO, TRUSTEE 2018-07-19 BRYAN J. BIBBO, TRUSTEE 2018-07-19
001 2016-01-01 BRYAN J. BIBBO, TRUSTEE 2017-04-06 BRYAN J. BIBBO, TRUSTEE 2017-04-06
001 2015-04-01 BRYAN J. BIBBO, TRUSTEE 2016-04-20 BRYAN J. BIBBO, TRUSTEE 2016-04-20
001 2015-04-01 BRYAN J. BIBBO, TRUSTEE 2016-04-20 BRYAN J. BIBBO, TRUSTEE 2016-04-20
001 2014-04-01 BRYAN J. BIBBO, TRUSTEE 2016-01-19
001 2014-04-01 BRYAN J BIBBO 2015-07-21 BRYAN J BIBBO 2015-07-21
001 2013-04-01 BRYAN J BIBBO 2014-08-14 BRYAN J BIBBO 2014-08-14
001 2012-04-01 BRYAN J BIBBO 2013-12-03 BRYAN J BIBBO 2013-12-03
001 2011-04-01 BRYAN BIBBO 2012-08-27
001 2010-04-01 BRYAN BIBBO 2011-06-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2022-01-01	BRYAN BIBBO	2023-06-27	BRYAN BIBBO	2023-06-27
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	BRYAN J. BIBBO, TRUSTEE	2018-07-19	BRYAN J. BIBBO, TRUSTEE	2018-07-19
001	2016-01-01	BRYAN J. BIBBO, TRUSTEE	2017-04-06	BRYAN J. BIBBO, TRUSTEE	2017-04-06
001	2015-04-01	BRYAN J. BIBBO, TRUSTEE	2016-04-20	BRYAN J. BIBBO, TRUSTEE	2016-04-20
001	2015-04-01	BRYAN J. BIBBO, TRUSTEE	2016-04-20	BRYAN J. BIBBO, TRUSTEE	2016-04-20
001	2014-04-01	BRYAN J. BIBBO, TRUSTEE	2016-01-19
001	2014-04-01	BRYAN J BIBBO	2015-07-21	BRYAN J BIBBO	2015-07-21
001	2013-04-01	BRYAN J BIBBO	2014-08-14	BRYAN J BIBBO	2014-08-14
001	2012-04-01	BRYAN J BIBBO	2013-12-03	BRYAN J BIBBO	2013-12-03
001	2011-04-01	BRYAN BIBBO	2012-08-27
001	2010-04-01	BRYAN BIBBO	2011-06-29

Plan Statistics for J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 162
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 22
Total of all active and inactive participants 2022-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 184
Number of participants with account balances 2022-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 101
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 28
Total of all active and inactive participants 2021-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 129
Number of participants with account balances 2021-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 53
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 52
Total of all active and inactive participants 2020-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 112
Number of participants with account balances 2020-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 147
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 171
Number of participants with account balances 2019-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 21
2018: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 172
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 14
Total of all active and inactive participants 2018-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 190
Number of participants with account balances 2018-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4

Measure	Date	Value
2022: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	162
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	22
Total of all active and inactive participants	2022-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	184
Number of participants with account balances	2022-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	101
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	28
Total of all active and inactive participants	2021-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	129
Number of participants with account balances	2021-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	53
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	52
Total of all active and inactive participants	2020-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	112
Number of participants with account balances	2020-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	147
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	171
Number of participants with account balances	2019-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	21
2018: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	172
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	14
Total of all active and inactive participants	2018-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	190
Number of participants with account balances	2018-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4

Financial Data on J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$17,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$89,592
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$588,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$577,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$617,200
Value of total assets at end of year	2022-12-31	$3,519,441
Value of total assets at beginning of year	2022-12-31	$4,000,971
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$11,010
Total interest from all sources	2022-12-31	$11,183
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$400,098
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$457,720
Participant contributions at end of year	2022-12-31	$195,767
Participant contributions at beginning of year	2022-12-31	$235,561
Participant contributions at end of year	2022-12-31	$17,934
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$70,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$17,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-498,599
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,502,372
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,000,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$780,258
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,017,492
Interest on participant loans	2022-12-31	$11,183
Value of interest in common/collective trusts at end of year	2022-12-31	$2,460,291
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,473,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$59,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$274,604
Net investment gain/loss from pooled separate accounts	2022-12-31	$-538,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$89,338
Employer contributions (assets) at end of year	2022-12-31	$5,196
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$577,181
Contract administrator fees	2022-12-31	$11,010
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CORRIGAN KRAUSE
Accountancy firm EIN	2022-12-31	371574855
2021 : J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$636,660
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$303,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$287,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$235,293
Value of total assets at end of year	2021-12-31	$4,000,971
Value of total assets at beginning of year	2021-12-31	$3,667,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$15,596
Total interest from all sources	2021-12-31	$9,443
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$400,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$204,074
Participant contributions at end of year	2021-12-31	$235,561
Participant contributions at beginning of year	2021-12-31	$123,445
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$926
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$31,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$333,253
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,000,971
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,667,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,017,492
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$727,339
Interest on participant loans	2021-12-31	$9,443
Value of interest in common/collective trusts at end of year	2021-12-31	$2,473,314
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,482,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$274,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$333,225
Net investment gain/loss from pooled separate accounts	2021-12-31	$391,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$180
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$287,811
Contract administrator fees	2021-12-31	$15,596
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CORRIGAN KRAUSE
Accountancy firm EIN	2021-12-31	371574855
2020 : J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$547,721
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$766,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$744,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$240,662
Value of total assets at end of year	2020-12-31	$3,667,718
Value of total assets at beginning of year	2020-12-31	$3,886,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$21,561
Total interest from all sources	2020-12-31	$4,727
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$400,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$170,233
Participant contributions at end of year	2020-12-31	$123,445
Participant contributions at beginning of year	2020-12-31	$68,703
Participant contributions at end of year	2020-12-31	$926
Participant contributions at beginning of year	2020-12-31	$4,369
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$43,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-218,350
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,667,718
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,886,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$727,339
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$585,958
Interest on participant loans	2020-12-31	$4,727
Value of interest in common/collective trusts at end of year	2020-12-31	$2,482,783
Value of interest in common/collective trusts at beginning of year	2020-12-31	$3,106,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$333,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$116,702
Net investment gain/loss from pooled separate accounts	2020-12-31	$302,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$26,690
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$3,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$744,510
Contract administrator fees	2020-12-31	$21,561
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CORRIGAN KRAUSE
Accountancy firm EIN	2020-12-31	371574855
2019 : J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,099,971
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$356,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$349,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$500,954
Value of total assets at end of year	2019-12-31	$3,886,068
Value of total assets at beginning of year	2019-12-31	$3,142,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,515
Total interest from all sources	2019-12-31	$4,474
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$400,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$369,816
Participant contributions at end of year	2019-12-31	$68,703
Participant contributions at beginning of year	2019-12-31	$98,700
Participant contributions at end of year	2019-12-31	$4,369
Participant contributions at beginning of year	2019-12-31	$36,717
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$743,204
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,886,068
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,142,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$585,958
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,967,359
Income. Interest from loans (other than to participants)	2019-12-31	$4,474
Value of interest in common/collective trusts at end of year	2019-12-31	$3,106,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$116,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$25,911
Net investment gain/loss from pooled separate accounts	2019-12-31	$594,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$126,613
Employer contributions (assets) at end of year	2019-12-31	$3,724
Employer contributions (assets) at beginning of year	2019-12-31	$14,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$349,252
Contract administrator fees	2019-12-31	$7,515
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CORRIGAN KRAUSE
Accountancy firm EIN	2019-12-31	371574855
2018 : J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$431,007
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$288,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$283,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$631,913
Value of total assets at end of year	2018-12-31	$3,142,864
Value of total assets at beginning of year	2018-12-31	$2,999,985
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,968
Total interest from all sources	2018-12-31	$4,211
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$300,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$404,002
Participant contributions at end of year	2018-12-31	$98,700
Participant contributions at beginning of year	2018-12-31	$67,592
Participant contributions at end of year	2018-12-31	$36,717
Participant contributions at beginning of year	2018-12-31	$706
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$103,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$142,879
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,142,864
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,999,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,967,359
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,923,058
Interest on participant loans	2018-12-31	$4,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$25,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$9,585
Net investment gain/loss from pooled separate accounts	2018-12-31	$-205,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$124,061
Employer contributions (assets) at end of year	2018-12-31	$14,177
Employer contributions (assets) at beginning of year	2018-12-31	$-956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$283,160
Contract administrator fees	2018-12-31	$4,968
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CORRIGAN KRAUSE
Accountancy firm EIN	2018-12-31	371574855
2008 : J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources	2008-03-31	$76,914
Expenses. Total of all expenses incurred	2008-03-31	$17,292
Benefits paid (including direct rollovers)	2008-03-31	$17,292
Total plan assets at end of year	2008-03-31	$474,701
Total plan assets at beginning of year	2008-03-31	$415,079
Value of fidelity bond covering the plan	2008-03-31	$50,000
Total contributions received or receivable from participants	2008-03-31	$60,444
Other income received	2008-03-31	$-7,397
Net income (gross income less expenses)	2008-03-31	$59,622
Net plan assets at end of year (total assets less liabilities)	2008-03-31	$474,701
Net plan assets at beginning of year (total assets less liabilities)	2008-03-31	$415,079
Assets. Value of participant loans	2008-03-31	$5,895
Total contributions received or receivable from employer(s)	2008-03-31	$23,867

Form 5500 Responses for J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN

2022: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86272-1

Policy instance

Insurance contract or identification number	RM 86272-1
Number of Individuals Covered	94
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $980
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $980
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86272-1

Policy instance

Insurance contract or identification number	RM 86272-1
Number of Individuals Covered	95
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $6,215
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,381
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86272-1

Policy instance

Insurance contract or identification number	RM 86272-1
Number of Individuals Covered	104
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $6,376
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,597
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86272-1

Policy instance

Insurance contract or identification number	RM 86272-1
Number of Individuals Covered	115
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $10,822
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,513
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86272-1

Policy instance

Insurance contract or identification number	RM 86272-1
Number of Individuals Covered	119
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $17,952
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,780
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

010-00017

Policy instance

Insurance contract or identification number	010-00017
Number of Individuals Covered	31
Insurance policy start date	2007-04-01
Insurance policy end date	2008-03-31
Total amount of commissions paid to insurance broker	USD $2,933
Commission paid to Insurance Broker	USD $2,933
Insurance broker organization code?	7
Insurance broker name	LELAND G. SMITH, LUTCF

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	J.B.K. GROUP, INC.
Employer identification number (EIN):	341873488
NAIC Classification:	453990

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1998-08-27
Company Identification Number:	1027129
Legal Registered Office Address:	6001 TOWPATH DRIVE - CLEVELAND United States of America (USA) 441254221