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J & W TRANSFER AND STORAGE, INC. 401(K) PLAN 401k Plan overview

Plan NameJ & W TRANSFER AND STORAGE, INC. 401(K) PLAN
Plan identification number 001

J & W TRANSFER AND STORAGE, INC. 401(K) 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

J & W TRANSFER AND STORAGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:J & W TRANSFER AND STORAGE, INC.
Employer identification number (EIN):391129083
NAIC Classification:493100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & W TRANSFER AND STORAGE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01JULIA DELONG
0012016-01-01JEFF KNOPES
0012015-01-01JEFF KNOPES
0012014-01-01JEFF KNOPES
0012013-01-01JEFF KNOPES
0012012-01-01JEFFREY KNOPES JEFFREY KNOPES2013-04-25
0012011-01-01JEFFREY KNOPES TINA WURTZ2012-04-03
0012010-01-01JEFFREY KNOPES
0012009-01-01TINA WURTZ JEFFREY KNOPES2010-04-05

Plan Statistics for J & W TRANSFER AND STORAGE, INC. 401(K) PLAN

401k plan membership statisitcs for J & W TRANSFER AND STORAGE, INC. 401(K) PLAN

Measure Date Value
2017: J & W TRANSFER AND STORAGE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: J & W TRANSFER AND STORAGE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-017
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 participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: J & W TRANSFER AND STORAGE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: J & W TRANSFER AND STORAGE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: J & W TRANSFER AND STORAGE, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: J & W TRANSFER AND STORAGE, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: J & W TRANSFER AND STORAGE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: J & W TRANSFER AND STORAGE, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0112
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Number of participants with account balances2010-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: J & W TRANSFER AND STORAGE, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on J & W TRANSFER AND STORAGE, INC. 401(K) PLAN

Measure Date Value
2017 : J & W TRANSFER AND STORAGE, INC. 401(K) 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$410,451
Expenses. Total of all expenses incurred2017-12-31$157,904
Benefits paid (including direct rollovers)2017-12-31$157,626
Total plan assets at end of year2017-12-31$1,632,031
Total plan assets at beginning of year2017-12-31$1,379,484
Value of fidelity bond covering the plan2017-12-31$138,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$43,808
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$287,761
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$252,547
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,632,031
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,379,484
Assets. Value of participant loans2017-12-31$6,063
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
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$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$78,882
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$278
2016 : J & W TRANSFER AND STORAGE, INC. 401(K) 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$129,764
Expenses. Total of all expenses incurred2016-12-31$9,024
Benefits paid (including direct rollovers)2016-12-31$8,716
Total plan assets at end of year2016-12-31$1,379,484
Total plan assets at beginning of year2016-12-31$1,258,744
Value of fidelity bond covering the plan2016-12-31$138,000
Total contributions received or receivable from participants2016-12-31$40,589
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$79,529
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$120,740
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,379,484
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,258,744
Assets. Value of participant loans2016-12-31$7,643
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$9,646
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$308
2015 : J & W TRANSFER AND STORAGE, INC. 401(K) 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$51,984
Expenses. Total of all expenses incurred2015-12-31$3,013
Benefits paid (including direct rollovers)2015-12-31$2,314
Total plan assets at end of year2015-12-31$1,258,744
Total plan assets at beginning of year2015-12-31$1,209,773
Value of fidelity bond covering the plan2015-12-31$121,000
Total contributions received or receivable from participants2015-12-31$38,339
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$4,194
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$48,971
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,258,744
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,209,773
Assets. Value of participant loans2015-12-31$15,058
Total contributions received or receivable from employer(s)2015-12-31$9,451
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$699
2014 : J & W TRANSFER AND STORAGE, INC. 401(K) 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$115,927
Expenses. Total of all expenses incurred2014-12-31$2,342
Benefits paid (including direct rollovers)2014-12-31$1,959
Total plan assets at end of year2014-12-31$1,209,773
Total plan assets at beginning of year2014-12-31$1,096,188
Value of fidelity bond covering the plan2014-12-31$121,000
Total contributions received or receivable from participants2014-12-31$36,778
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$69,887
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$113,585
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,209,773
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,096,188
Assets. Value of participant loans2014-12-31$13,170
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$9,262
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$383
2013 : J & W TRANSFER AND STORAGE, INC. 401(K) 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$227,485
Expenses. Total of all expenses incurred2013-12-31$1,935
Benefits paid (including direct rollovers)2013-12-31$1,560
Total plan assets at end of year2013-12-31$1,096,188
Total plan assets at beginning of year2013-12-31$870,638
Value of fidelity bond covering the plan2013-12-31$80,000
Total contributions received or receivable from participants2013-12-31$37,068
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$180,854
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$225,550
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,096,188
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$870,638
Assets. Value of participant loans2013-12-31$5,800
Total contributions received or receivable from employer(s)2013-12-31$9,563
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$375
2012 : J & W TRANSFER AND STORAGE, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$159,894
Expenses. Total of all expenses incurred2012-12-31$1,485
Benefits paid (including direct rollovers)2012-12-31$1,185
Total plan assets at end of year2012-12-31$870,638
Total plan assets at beginning of year2012-12-31$712,229
Value of fidelity bond covering the plan2012-12-31$80,000
Total contributions received or receivable from participants2012-12-31$36,582
Other income received2012-12-31$113,863
Net income (gross income less expenses)2012-12-31$158,409
Net plan assets at end of year (total assets less liabilities)2012-12-31$870,638
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$712,229
Total contributions received or receivable from employer(s)2012-12-31$9,449
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : J & W TRANSFER AND STORAGE, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$12,045
Expenses. Total of all expenses incurred2011-12-31$645
Total plan assets at end of year2011-12-31$712,229
Total plan assets at beginning of year2011-12-31$700,829
Value of fidelity bond covering the plan2011-12-31$80,000
Total contributions received or receivable from participants2011-12-31$32,313
Other income received2011-12-31$-28,499
Net income (gross income less expenses)2011-12-31$11,400
Net plan assets at end of year (total assets less liabilities)2011-12-31$712,229
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$700,829
Total contributions received or receivable from employer(s)2011-12-31$8,231
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$645
2010 : J & W TRANSFER AND STORAGE, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$129,087
Expenses. Total of all expenses incurred2010-12-31$45,775
Benefits paid (including direct rollovers)2010-12-31$45,400
Total plan assets at end of year2010-12-31$700,829
Total plan assets at beginning of year2010-12-31$617,517
Value of fidelity bond covering the plan2010-12-31$79,000
Total contributions received or receivable from participants2010-12-31$33,706
Other income received2010-12-31$86,717
Net income (gross income less expenses)2010-12-31$83,312
Net plan assets at end of year (total assets less liabilities)2010-12-31$700,829
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$617,517
Total contributions received or receivable from employer(s)2010-12-31$8,664
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : J & W TRANSFER AND STORAGE, INC. 401(K) 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 J & W TRANSFER AND STORAGE, INC. 401(K) PLAN

2017: J & W TRANSFER AND STORAGE, INC. 401(K) 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: J & W TRANSFER AND STORAGE, INC. 401(K) 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: J & W TRANSFER AND STORAGE, INC. 401(K) 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: J & W TRANSFER AND STORAGE, INC. 401(K) 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: J & W TRANSFER AND STORAGE, INC. 401(K) 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: J & W TRANSFER AND STORAGE, INC. 401(K) 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: J & W TRANSFER AND STORAGE, INC. 401(K) 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: J & W TRANSFER AND STORAGE, INC. 401(K) 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 is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: J & W TRANSFER AND STORAGE, INC. 401(K) 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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