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JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JOHN E. REID & ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN E. REID & ASSOCIATES INC.
Employer identification number (EIN):362648431
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TONYA DAVIS
0012016-01-01TONYA DAVIS
0012015-01-01TONYA DAVIS
0012014-01-01TONYA DAVIS
0012013-01-01TONYA DAVIS
0012012-01-01JOSEPH BUCKLEY JOSEPH BUCKLEY2013-06-26
0012011-01-01JOSEPH BUCKLEY
0012010-01-01JOSEPH BUCKLEY JOSEPH BUCKLEY2011-07-19
0012009-01-01JOSEPH BUCKLEY JOSEPH BUCKLEY2010-06-15

Plan Statistics for JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0120
Total number of active participants reported on line 7a of the Form 55002023-01-0117
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0119
Number of participants with account balances2023-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0119
Total number of active participants reported on line 7a of the Form 55002022-01-0118
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
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 balances2022-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0118
Total number of active participants reported on line 7a of the Form 55002021-01-0117
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 participants2021-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0119
Number of participants with account balances2021-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0118
Total number of active participants reported on line 7a of the Form 55002020-01-0116
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 participants2020-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0118
Number of participants with account balances2020-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0120
Total number of active participants reported on line 7a of the Form 55002019-01-0116
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0118
Number of participants with account balances2019-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0122
Total number of active participants reported on line 7a of the Form 55002018-01-0118
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0120
Number of participants with account balances2018-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0124
Total number of active participants reported on line 7a of the Form 55002017-01-0120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0122
Number of participants with account balances2017-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0122
Total number of active participants reported on line 7a of the Form 55002016-01-0122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0124
Number of participants with account balances2016-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0125
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0122
Number of participants with account balances2015-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0125
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0125
Number of participants with account balances2014-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0123
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 participants2013-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0125
Number of participants with account balances2013-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-0122
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 participants2012-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0124
Number of participants with account balances2012-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0127
Total number of active participants reported on line 7a of the Form 55002011-01-0122
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 participants2011-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0124
Number of participants with account balances2011-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0130
Total number of active participants reported on line 7a of the Form 55002010-01-0125
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0127
Number of participants with account balances2010-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0133
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0130
Number of participants with account balances2009-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
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$710,542
Expenses. Total of all expenses incurred2023-12-31$402,228
Benefits paid (including direct rollovers)2023-12-31$401,697
Total plan assets at end of year2023-12-31$2,751,470
Total plan assets at beginning of year2023-12-31$2,443,156
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$159,368
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$532,677
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$308,314
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,751,470
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,443,156
Assets. Value of participant loans2023-12-31$41,103
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$18,497
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$531
2022 : JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-535,873
Expenses. Total of all expenses incurred2022-12-31$312,662
Benefits paid (including direct rollovers)2022-12-31$312,199
Total plan assets at end of year2022-12-31$2,443,156
Total plan assets at beginning of year2022-12-31$3,291,691
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$138,963
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-674,836
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-848,535
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,443,156
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,291,691
Assets. Value of participant loans2022-12-31$45,903
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$463
2021 : JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$717,186
Expenses. Total of all expenses incurred2021-12-31$3,642,365
Benefits paid (including direct rollovers)2021-12-31$3,641,840
Total plan assets at end of year2021-12-31$3,291,691
Total plan assets at beginning of year2021-12-31$6,216,870
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$116,376
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$600,810
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-2,925,179
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,291,691
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,216,870
Assets. Value of participant loans2021-12-31$28,672
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$525
2020 : JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,351,382
Expenses. Total of all expenses incurred2020-12-31$3,269,727
Benefits paid (including direct rollovers)2020-12-31$3,269,264
Total plan assets at end of year2020-12-31$6,216,870
Total plan assets at beginning of year2020-12-31$8,135,215
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$125,213
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,226,169
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-1,918,345
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,216,870
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,135,215
Assets. Value of participant loans2020-12-31$43,364
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$463
2019 : JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,764,635
Expenses. Total of all expenses incurred2019-12-31$192,376
Benefits paid (including direct rollovers)2019-12-31$191,995
Total plan assets at end of year2019-12-31$8,135,215
Total plan assets at beginning of year2019-12-31$6,562,956
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$173,440
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$1,583,893
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,572,259
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,135,215
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,562,956
Assets. Value of participant loans2019-12-31$74,556
Total contributions received or receivable from employer(s)2019-12-31$7,302
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$381
2018 : JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-165,760
Expenses. Total of all expenses incurred2018-12-31$539,392
Benefits paid (including direct rollovers)2018-12-31$538,823
Total plan assets at end of year2018-12-31$6,562,956
Total plan assets at beginning of year2018-12-31$7,268,108
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$165,770
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-331,530
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-705,152
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,562,956
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,268,108
Assets. Value of participant loans2018-12-31$90,050
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$569
2017 : JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,373,206
Expenses. Total of all expenses incurred2017-12-31$251,028
Benefits paid (including direct rollovers)2017-12-31$250,803
Total plan assets at end of year2017-12-31$7,268,108
Total plan assets at beginning of year2017-12-31$6,145,930
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$156,190
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,217,016
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,122,178
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,268,108
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,145,930
Assets. Value of participant loans2017-12-31$80,030
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$225
2016 : JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$514,473
Expenses. Total of all expenses incurred2016-12-31$64,965
Benefits paid (including direct rollovers)2016-12-31$64,696
Total plan assets at end of year2016-12-31$6,145,930
Total plan assets at beginning of year2016-12-31$5,696,422
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$167,072
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$347,401
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$449,508
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,145,930
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,696,422
Assets. Value of participant loans2016-12-31$122,178
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$269
2015 : JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$305,137
Expenses. Total of all expenses incurred2015-12-31$1,553,136
Benefits paid (including direct rollovers)2015-12-31$1,523,691
Total plan assets at end of year2015-12-31$5,696,422
Total plan assets at beginning of year2015-12-31$6,944,421
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$177,836
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$127,301
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,247,999
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,696,422
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,944,421
Assets. Value of participant loans2015-12-31$110,348
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$28,957
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$488
2014 : JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$714,775
Expenses. Total of all expenses incurred2014-12-31$400,866
Benefits paid (including direct rollovers)2014-12-31$400,472
Total plan assets at end of year2014-12-31$6,944,421
Total plan assets at beginning of year2014-12-31$6,630,512
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$174,950
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$532,790
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$313,909
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,944,421
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,630,512
Assets. Value of participant loans2014-12-31$50,615
Total contributions received or receivable from employer(s)2014-12-31$7,035
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$394
2013 : JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,558,234
Expenses. Total of all expenses incurred2013-12-31$1,702,291
Benefits paid (including direct rollovers)2013-12-31$1,702,121
Total plan assets at end of year2013-12-31$6,630,512
Total plan assets at beginning of year2013-12-31$6,774,569
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$209,228
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,322,163
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-144,057
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,630,512
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,774,569
Assets. Value of participant loans2013-12-31$23,640
Total contributions received or receivable from employer(s)2013-12-31$26,843
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$170
2012 : JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,065,424
Expenses. Total of all expenses incurred2012-12-31$1,197,988
Benefits paid (including direct rollovers)2012-12-31$1,197,666
Total plan assets at end of year2012-12-31$6,774,569
Total plan assets at beginning of year2012-12-31$6,907,133
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$214,439
Other income received2012-12-31$824,330
Net income (gross income less expenses)2012-12-31$-132,564
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,774,569
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,907,133
Assets. Value of participant loans2012-12-31$57,292
Total contributions received or receivable from employer(s)2012-12-31$26,655
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$322
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$175,763
Expenses. Total of all expenses incurred2011-12-31$136,411
Benefits paid (including direct rollovers)2011-12-31$136,127
Total plan assets at end of year2011-12-31$6,907,133
Total plan assets at beginning of year2011-12-31$6,867,781
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$194,051
Other income received2011-12-31$-44,771
Net income (gross income less expenses)2011-12-31$39,352
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,907,133
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,867,781
Assets. Value of participant loans2011-12-31$94,668
Total contributions received or receivable from employer(s)2011-12-31$26,483
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$284
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,043,821
Expenses. Total of all expenses incurred2010-12-31$877,542
Benefits paid (including direct rollovers)2010-12-31$877,034
Total plan assets at end of year2010-12-31$6,867,781
Total plan assets at beginning of year2010-12-31$6,701,502
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$230,547
Other income received2010-12-31$779,546
Net income (gross income less expenses)2010-12-31$166,279
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,867,781
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,701,502
Assets. Value of participant loans2010-12-31$131,472
Total contributions received or receivable from employer(s)2010-12-31$33,728
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$508
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN

2023: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN E. REID & ASSOCIATES INC. 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: JOHN E. REID & ASSOCIATES INC. 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: JOHN E. REID & ASSOCIATES INC. 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN E. REID & ASSOCIATES INC. 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: JOHN E. REID & ASSOCIATES INC. 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: JOHN E. REID & ASSOCIATES INC. 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: JOHN E. REID & ASSOCIATES INC. 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: JOHN E. REID & ASSOCIATES INC. 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN E. REID & ASSOCIATES INC. 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOHN E. REID & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN E. REID & ASSOCIATES INC. 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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