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JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameJENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

JENKINS & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:JENKINS & ASSOCIATES, INC.
Employer identification number (EIN):440654833
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-10-01KURT WESTHOFF, PRESIDENT KURT WESTHOFF, PRESIDENT2013-08-20
0012011-10-01KURT WESTHOFF KURT WESTHOFF2013-04-23
0012010-10-01KURT WESTHOFF KURT WESTHOFF2012-07-12
0012009-10-01KURT WESTHOFF KURT WESTHOFF2011-07-12
0012008-10-01

Plan Statistics for JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2012: JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-019
Total number of active participants reported on line 7a of the Form 55002012-10-010
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-010
Number of participants with account balances2012-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-019
Total number of active participants reported on line 7a of the Form 55002011-10-010
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-019
Total of all active and inactive participants2011-10-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-019
Number of participants with account balances2011-10-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-019
Total number of active participants reported on line 7a of the Form 55002010-10-010
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-019
Total of all active and inactive participants2010-10-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-019
Number of participants with account balances2010-10-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-019
Total number of active participants reported on line 7a of the Form 55002009-10-010
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-019
Total of all active and inactive participants2009-10-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-019
Number of participants with account balances2009-10-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2013 : JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Transfers to/from the plan2013-07-31$0
Total plan liabilities at end of year2013-07-31$0
Total plan liabilities at beginning of year2013-07-31$0
Total income from all sources2013-07-31$90,617
Expenses. Total of all expenses incurred2013-07-31$92,385
Benefits paid (including direct rollovers)2013-07-31$91,985
Total plan assets at end of year2013-07-31$0
Total plan assets at beginning of year2013-07-31$1,768
Total contributions received or receivable from participants2013-07-31$0
Expenses. Other expenses not covered elsewhere2013-07-31$0
Contributions received from other sources (not participants or employers)2013-07-31$90,617
Other income received2013-07-31$0
Noncash contributions received2013-07-31$0
Net income (gross income less expenses)2013-07-31$-1,768
Net plan assets at end of year (total assets less liabilities)2013-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$1,768
Total contributions received or receivable from employer(s)2013-07-31$0
Value of certain deemed distributions of participant loans2013-07-31$400
Value of corrective distributions2013-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-07-31$0
2012 : JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Transfers to/from the plan2012-09-30$0
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$0
Expenses. Total of all expenses incurred2012-09-30$200
Benefits paid (including direct rollovers)2012-09-30$0
Total plan assets at end of year2012-09-30$1,768
Total plan assets at beginning of year2012-09-30$1,968
Total contributions received or receivable from participants2012-09-30$0
Expenses. Other expenses not covered elsewhere2012-09-30$0
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$0
Noncash contributions received2012-09-30$0
Net income (gross income less expenses)2012-09-30$-200
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,768
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,968
Assets. Value of employer securities2012-09-30$1
Total contributions received or receivable from employer(s)2012-09-30$0
Value of certain deemed distributions of participant loans2012-09-30$200
Value of corrective distributions2012-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$0
2011 : JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$0
Expenses. Total of all expenses incurred2011-09-30$200
Benefits paid (including direct rollovers)2011-09-30$0
Total plan assets at end of year2011-09-30$1,968
Total plan assets at beginning of year2011-09-30$2,168
Total contributions received or receivable from participants2011-09-30$0
Expenses. Other expenses not covered elsewhere2011-09-30$0
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$0
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$-200
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,968
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$2,168
Assets. Value of employer securities2011-09-30$1
Total contributions received or receivable from employer(s)2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$200

Form 5500 Responses for JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2012: JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingYes
2012-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: JENKINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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