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DAVID JESSE SELF EMPLOYED RETIREMENT PLAN 401k Plan overview

Plan NameDAVID JESSE SELF EMPLOYED RETIREMENT PLAN
Plan identification number 001

DAVID JESSE SELF EMPLOYED RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

DAVID JESSE has sponsored the creation of one or more 401k plans.

Company Name:DAVID JESSE
Employer identification number (EIN):351445535
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID JESSE SELF EMPLOYED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01DONNA LAWLESS DONNA LAWLESS2018-07-30

Plan Statistics for DAVID JESSE SELF EMPLOYED RETIREMENT PLAN

401k plan membership statisitcs for DAVID JESSE SELF EMPLOYED RETIREMENT PLAN

Measure Date Value
2018: DAVID JESSE SELF EMPLOYED RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
2017: DAVID JESSE SELF EMPLOYED RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011

Financial Data on DAVID JESSE SELF EMPLOYED RETIREMENT PLAN

Measure Date Value
2018 : DAVID JESSE SELF EMPLOYED RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$436
Expenses. Total of all expenses incurred2018-12-31$438,349
Benefits paid (including direct rollovers)2018-12-31$436,349
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$437,913
Value of fidelity bond covering the plan2018-12-31$45,000
Total contributions received or receivable from participants2018-12-31$436
Expenses. Other expenses not covered elsewhere2018-12-31$1,988
Net income (gross income less expenses)2018-12-31$-437,913
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$437,913
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$12
2017 : DAVID JESSE SELF EMPLOYED RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,519
Expenses. Total of all expenses incurred2017-12-31$12
Total plan assets at end of year2017-12-31$437,913
Total plan assets at beginning of year2017-12-31$436,406
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$1,442
Other income received2017-12-31$77
Net income (gross income less expenses)2017-12-31$1,507
Net plan assets at end of year (total assets less liabilities)2017-12-31$437,913
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$436,406
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$12

Form 5500 Responses for DAVID JESSE SELF EMPLOYED RETIREMENT PLAN

2018: DAVID JESSE SELF EMPLOYED RETIREMENT 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 filingYes
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 funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: DAVID JESSE SELF EMPLOYED RETIREMENT 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 funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes

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