401k Plan data: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT plan

J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 401k Plan overview

Plan Name	J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT
Plan identification number	001

J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus 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. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name: JANUARY & ASSOCIATES, INC.

Employer identification number (EIN): 611169202

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JEANNIE POWELL
001 2012-01-01 JEANNIE POWELL
001 2011-01-01 JEANNIE POWELL
001 2010-01-01 JEANNIE POWELL
001 2009-01-01
001 2009-01-01 JEANNIE POWELL JEANNIE POWELL 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	JEANNIE POWELL
001	2012-01-01	JEANNIE POWELL
001	2011-01-01	JEANNIE POWELL
001	2010-01-01	JEANNIE POWELL
001	2009-01-01
001	2009-01-01	JEANNIE POWELL	JEANNIE POWELL	2010-10-14

Plan Statistics for J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

401k plan membership statisitcs for J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

Measure Date Value
2013: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year 2013-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year 2012-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 100
Total of all active and inactive participants 2012-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 101
Number of participants with account balances 2012-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year 2011-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 55
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 47
Total of all active and inactive participants 2011-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 102
Number of participants with account balances 2011-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2010 401k membership
Total participants, beginning-of-year 2010-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 52
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 42
Total of all active and inactive participants 2010-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 94
Number of participants with account balances 2010-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6
2009: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year 2009-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 58
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 35
Total of all active and inactive participants 2009-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 93
Number of participants with account balances 2009-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2013: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year	2013-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year	2012-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	100
Total of all active and inactive participants	2012-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	101
Number of participants with account balances	2012-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year	2011-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	55
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	47
Total of all active and inactive participants	2011-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	102
Number of participants with account balances	2011-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2010 401k membership
Total participants, beginning-of-year	2010-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	52
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	42
Total of all active and inactive participants	2010-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	94
Number of participants with account balances	2010-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6
2009: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year	2009-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	58
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	35
Total of all active and inactive participants	2009-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	93
Number of participants with account balances	2009-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

Measure	Date	Value
2013 : J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$624,145
Total income from all sources	2013-12-31	$651,497
Expenses. Total of all expenses incurred	2013-12-31	$205,807
Benefits paid (including direct rollovers)	2013-12-31	$198,644
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$178,455
Value of fidelity bond covering the plan	2013-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$7,163
Other income received	2013-12-31	$651,497
Net income (gross income less expenses)	2013-12-31	$445,690
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$-445,690
Assets. Value of employer securities	2013-12-31	$0
2012 : J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$624,145
Total plan liabilities at beginning of year	2012-12-31	$598,509
Total income from all sources	2012-12-31	$8,303
Expenses. Total of all expenses incurred	2012-12-31	$27,293
Total plan assets at end of year	2012-12-31	$178,455
Total plan assets at beginning of year	2012-12-31	$171,809
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$27,293
Other income received	2012-12-31	$8,303
Net income (gross income less expenses)	2012-12-31	$-18,990
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$-445,690
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$-426,700
Assets. Value of employer securities	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$433,763
Total plan liabilities at beginning of year	2011-12-31	$684,152
Total income from all sources	2011-12-31	$-1,972,660
Expenses. Total of all expenses incurred	2011-12-31	$38,905
Benefits paid (including direct rollovers)	2011-12-31	$13,691
Total plan assets at end of year	2011-12-31	$11,792
Total plan assets at beginning of year	2011-12-31	$2,273,746
Value of fidelity bond covering the plan	2011-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$25,214
Other income received	2011-12-31	$-2,271,000
Net income (gross income less expenses)	2011-12-31	$-2,011,565
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$-421,971
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,589,594
Assets. Value of employer securities	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$298,340
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$684,152
Total plan liabilities at beginning of year	2010-12-31	$808,088
Total income from all sources	2010-12-31	$336,731
Expenses. Total of all expenses incurred	2010-12-31	$48,786
Benefits paid (including direct rollovers)	2010-12-31	$14,953
Total plan assets at end of year	2010-12-31	$2,273,746
Total plan assets at beginning of year	2010-12-31	$2,109,737
Value of fidelity bond covering the plan	2010-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$33,833
Other income received	2010-12-31	$163,001
Net income (gross income less expenses)	2010-12-31	$287,945
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,589,594
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,301,649
Assets. Value of employer securities	2010-12-31	$2,271,000
Total contributions received or receivable from employer(s)	2010-12-31	$173,730
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

2013: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: J & A PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JANUARY & ASSOCIATES, INC.
Employer identification number (EIN):	611169202
NAIC Classification:	541800