401k Plan data: JEFFERY J HELINE PROFIT SHARING PLAN plan

JEFFERY J HELINE PROFIT SHARING PLAN 401k Plan overview

Plan Name	JEFFERY J HELINE PROFIT SHARING PLAN
Plan identification number	006

JEFFERY J HELINE PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

JEFFERY J HELINE has sponsored the creation of one or more 401k plans.

Company Name: JEFFERY J HELINE

Employer identification number (EIN): 481109339

NAIC Classification: 454390
NAIC Description: Other Direct Selling Establishments

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFERY J HELINE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2023-01-01 JEFFERY HELINE 2024-10-07
006 2022-01-01 JEFFERY HELINE 2023-10-03
006 2021-01-01 JEFFERY HELINE 2022-12-06
006 2020-01-01 JEFFERY HELINE 2022-12-06
006 2018-01-01 JEFFERY HELINE 2022-12-06
006 2017-01-01 JEFFERY HELINE 2022-12-06
006 2016-01-01 JEFFERY HELINE 2022-12-06
006 2015-01-01 JEFFERY HELINE 2022-12-06
006 2014-01-01 JEFFERY HELINE 2022-12-06
006 2013-01-01 JEFFERY J HELINE
006 2012-01-01 JEFFERY J HELINE
006 2011-01-01 JEFFERY J HELINE
006 2010-01-01 JEFFERY J HELINE
006 2009-01-01 JEFFERY J HELINE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
006	2023-01-01	JEFFERY HELINE	2024-10-07
006	2022-01-01	JEFFERY HELINE	2023-10-03
006	2021-01-01	JEFFERY HELINE	2022-12-06
006	2020-01-01	JEFFERY HELINE	2022-12-06
006	2018-01-01	JEFFERY HELINE	2022-12-06
006	2017-01-01	JEFFERY HELINE	2022-12-06
006	2016-01-01	JEFFERY HELINE	2022-12-06
006	2015-01-01	JEFFERY HELINE	2022-12-06
006	2014-01-01	JEFFERY HELINE	2022-12-06
006	2013-01-01	JEFFERY J HELINE
006	2012-01-01	JEFFERY J HELINE
006	2011-01-01	JEFFERY J HELINE
006	2010-01-01	JEFFERY J HELINE
006	2009-01-01	JEFFERY J HELINE

Plan Statistics for JEFFERY J HELINE PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFERY J HELINE PROFIT SHARING PLAN

Measure Date Value
2013: JEFFERY J HELINE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JEFFERY J HELINE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JEFFERY J HELINE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JEFFERY J HELINE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1
Number of participants with account balances 2010-01-01 1
2009: JEFFERY J HELINE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2013: JEFFERY J HELINE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JEFFERY J HELINE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JEFFERY J HELINE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JEFFERY J HELINE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1
Number of participants with account balances	2010-01-01	1
2009: JEFFERY J HELINE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on JEFFERY J HELINE PROFIT SHARING PLAN

Measure	Date	Value
2013 : JEFFERY J HELINE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$225,039
Expenses. Total of all expenses incurred	2013-12-31	$4,825
Total plan assets at end of year	2013-12-31	$1,015,442
Total plan assets at beginning of year	2013-12-31	$795,228
Other income received	2013-12-31	$210,039
Net income (gross income less expenses)	2013-12-31	$220,214
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,015,442
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$795,228
Total contributions received or receivable from employer(s)	2013-12-31	$15,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,825
2012 : JEFFERY J HELINE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$94,320
Expenses. Total of all expenses incurred	2012-12-31	$5,757
Total plan assets at end of year	2012-12-31	$795,228
Total plan assets at beginning of year	2012-12-31	$706,665
Other income received	2012-12-31	$79,320
Net income (gross income less expenses)	2012-12-31	$88,563
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$795,228
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$706,665
Total contributions received or receivable from employer(s)	2012-12-31	$15,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,757
2011 : JEFFERY J HELINE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$56,078
Expenses. Total of all expenses incurred	2011-12-31	$5,351
Total plan assets at end of year	2011-12-31	$706,665
Total plan assets at beginning of year	2011-12-31	$655,938
Other income received	2011-12-31	$41,078
Net income (gross income less expenses)	2011-12-31	$50,727
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$706,665
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$655,938
Total contributions received or receivable from employer(s)	2011-12-31	$15,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,351
2010 : JEFFERY J HELINE PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$267,617
Total income from all sources	2010-12-31	$50,374
Expenses. Total of all expenses incurred	2010-12-31	$8,434
Benefits paid (including direct rollovers)	2010-12-31	$5,732
Total plan assets at end of year	2010-12-31	$655,938
Total plan assets at beginning of year	2010-12-31	$346,381
Other income received	2010-12-31	$35,374
Net income (gross income less expenses)	2010-12-31	$41,940
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$655,938
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$346,381
Total contributions received or receivable from employer(s)	2010-12-31	$15,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,702

Form 5500 Responses for JEFFERY J HELINE PROFIT SHARING PLAN

2013: JEFFERY J HELINE PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JEFFERY J HELINE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JEFFERY J HELINE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JEFFERY J HELINE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JEFFERY J HELINE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JEFFERY J HELINE
Employer identification number (EIN):	481109339
NAIC Classification:	454390
NAIC Description:	Other Direct Selling Establishments