401k Plan data: JOHN WOODS & ASSOCIATES, INC. EMPLOYEES' PENSION TRUST plan

JOHN WOODS & ASSOCIATES, INC. EMPLOYEES' PENSION TRUST 401k Plan overview

Plan Name	JOHN WOODS & ASSOCIATES, INC. EMPLOYEES' PENSION TRUST
Plan identification number	001

JOHN WOODS & ASSOCIATES, INC. EMPLOYEES' PENSION TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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 WOODS & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN WOODS & ASSOCIATES, INC.

Employer identification number (EIN): 363050101

NAIC Classification: 424990
NAIC Description: Other Miscellaneous Nondurable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN WOODS & ASSOCIATES, INC. EMPLOYEES' PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-07-01 MARGARET MCINERNEY 2024-08-27
001 2022-07-01 MARGARET MCINERNEY 2023-08-23
001 2021-07-01 MARGARET MCINERNEY 2022-09-02
001 2020-07-01 MARGARET MCINERNEY 2021-10-28
001 2019-07-01 MARGARET MCINERNEY 2020-10-28 MARGARET MCINERNEY 2020-10-28
001 2018-07-01 MARGARET MCINERNEY 2019-09-12 MARGARET MCINERNEY 2019-09-12
001 2017-07-01 MARGARET MCINERNEY 2018-08-13 MARGARET MCINERNEY 2018-08-13
001 2016-07-01 MARGARET MCINERNEY 2017-07-31 MARGARET MCINERNEY 2017-07-31
001 2015-07-01 MARGARET MCINERNEY 2016-07-25 MARGARET MCINERNEY 2016-07-25
001 2014-07-01 MARGARET MCINERNEY 2015-07-27 MARGARET MCINERNEY 2015-07-27
001 2013-07-01 MARGARET MCINERNEY 2014-08-04 MARGARET MCINERNEY 2014-08-04
001 2012-07-01 MARGARET MCINERNEY 2013-08-06 MARGARET MCINERNEY 2013-08-06
001 2011-07-01 MARGARET MCINERNEY 2012-07-31 MARGARET MCINERNEY 2012-07-31
001 2010-07-01 MARGARET MCINERNEY 2011-08-26 MARGARET MCINERNEY 2011-08-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-07-01	MARGARET MCINERNEY	2024-08-27
001	2022-07-01	MARGARET MCINERNEY	2023-08-23
001	2021-07-01	MARGARET MCINERNEY	2022-09-02
001	2020-07-01	MARGARET MCINERNEY	2021-10-28
001	2019-07-01	MARGARET MCINERNEY	2020-10-28	MARGARET MCINERNEY	2020-10-28
001	2018-07-01	MARGARET MCINERNEY	2019-09-12	MARGARET MCINERNEY	2019-09-12
001	2017-07-01	MARGARET MCINERNEY	2018-08-13	MARGARET MCINERNEY	2018-08-13
001	2016-07-01	MARGARET MCINERNEY	2017-07-31	MARGARET MCINERNEY	2017-07-31
001	2015-07-01	MARGARET MCINERNEY	2016-07-25	MARGARET MCINERNEY	2016-07-25
001	2014-07-01	MARGARET MCINERNEY	2015-07-27	MARGARET MCINERNEY	2015-07-27
001	2013-07-01	MARGARET MCINERNEY	2014-08-04	MARGARET MCINERNEY	2014-08-04
001	2012-07-01	MARGARET MCINERNEY	2013-08-06	MARGARET MCINERNEY	2013-08-06
001	2011-07-01	MARGARET MCINERNEY	2012-07-31	MARGARET MCINERNEY	2012-07-31
001	2010-07-01	MARGARET MCINERNEY	2011-08-26	MARGARET MCINERNEY	2011-08-26

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Company Name:	JOHN WOODS & ASSOCIATES, INC.
Employer identification number (EIN):	363050101
NAIC Classification:	424990
NAIC Description:	Other Miscellaneous Nondurable Goods Merchant Wholesalers