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JEFFREY R. BARTHOLOMEW, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY R. BARTHOLOMEW, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JEFFREY R. BARTHOLOMEW, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

JEFFREY R. BARTHOLOMEW, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY R. BARTHOLOMEW, INC.
Employer identification number (EIN):474804247
NAIC Classification:522220
NAIC Description:Sales Financing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY R. BARTHOLOMEW, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01JEFFREY R BARTHOLOMEW
0012015-08-14JEFF R BARTHOLOMEW

Plan Statistics for JEFFREY R. BARTHOLOMEW, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY R. BARTHOLOMEW, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: JEFFREY R. BARTHOLOMEW, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JEFFREY R. BARTHOLOMEW, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-141
Total number of active participants reported on line 7a of the Form 55002015-08-141
Number of retired or separated participants receiving benefits2015-08-140
Number of other retired or separated participants entitled to future benefits2015-08-140
Total of all active and inactive participants2015-08-141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-140
Total participants2015-08-141
Number of participants with account balances2015-08-141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-140

Financial Data on JEFFREY R. BARTHOLOMEW, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : JEFFREY R. BARTHOLOMEW, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-35,053
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$67,867
Total plan assets at beginning of year2016-12-31$102,920
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-35,053
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-35,053
Net plan assets at end of year (total assets less liabilities)2016-12-31$67,867
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$102,920
Assets. Value of employer securities2016-12-31$67,867
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$0
2015 : JEFFREY R. BARTHOLOMEW, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$103,000
Expenses. Total of all expenses incurred2015-12-31$80
Total plan assets at end of year2015-12-31$102,920
Total plan assets at beginning of year2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$80
Contributions received from other sources (not participants or employers)2015-12-31$103,000
Net income (gross income less expenses)2015-12-31$102,920
Net plan assets at end of year (total assets less liabilities)2015-12-31$102,920
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Assets. Value of employer securities2015-12-31$102,920

Form 5500 Responses for JEFFREY R. BARTHOLOMEW, INC. 401(K) PROFIT SHARING PLAN

2016: JEFFREY R. BARTHOLOMEW, 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: JEFFREY R. BARTHOLOMEW, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-08-14Type of plan entitySingle employer plan
2015-08-14First time form 5500 has been submittedYes
2015-08-14Submission has been amendedNo
2015-08-14This submission is the final filingNo
2015-08-14This return/report is a short plan year return/report (less than 12 months)Yes
2015-08-14Plan is a collectively bargained planNo
2015-08-14Plan funding arrangement – TrustYes
2015-08-14Plan benefit arrangement - TrustYes

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