401k Plan data: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN plan

JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN
Plan identification number	001

JMJ ASSOCIATES, LLP 401(K) AND 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.
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.
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.
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

JMJ ASSOCIATES, LLP has sponsored the creation of one or more 401k plans.

Company Name: JMJ ASSOCIATES, LLP

Employer identification number (EIN): 680132848

NAIC Classification: 541600

Additional information about JMJ ASSOCIATES, LLP

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2949667

More information about JMJ ASSOCIATES, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 PATRICK GALLAGHER PATRICK GALLAGHER 2015-10-13
001 2013-01-01 CAROL RHODES CAROL RHODES 2014-07-07
001 2012-01-01 CAROL RHODES CAROL RHODES 2013-10-08
001 2011-01-01 CAROL RHODES CAROL RHODES 2012-10-11
001 2010-01-01 CAROL RHODES CAROL RHODES 2011-10-17
001 2009-01-01 CAROL RHODES CAROL RHODES 2010-09-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	PATRICK GALLAGHER	PATRICK GALLAGHER	2015-10-13
001	2013-01-01	CAROL RHODES	CAROL RHODES	2014-07-07
001	2012-01-01	CAROL RHODES	CAROL RHODES	2013-10-08
001	2011-01-01	CAROL RHODES	CAROL RHODES	2012-10-11
001	2010-01-01	CAROL RHODES	CAROL RHODES	2011-10-17
001	2009-01-01	CAROL RHODES	CAROL RHODES	2010-09-14

Plan Statistics for JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2014: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 99
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 99
Number of participants with account balances 2014-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 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 73
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 26
Total of all active and inactive participants 2013-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 99
Number of participants with account balances 2013-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 78
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 23
Total of all active and inactive participants 2012-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 101
Number of participants with account balances 2012-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 65
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 22
Total of all active and inactive participants 2011-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 89
Number of participants with account balances 2011-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 54
Number of retired or separated participants receiving benefits 2010-01-01 10
Number of other retired or separated participants entitled to future benefits 2010-01-01 14
Total of all active and inactive participants 2010-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 78
Number of participants with account balances 2010-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 55
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 20
Total of all active and inactive participants 2009-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 76
Number of participants with account balances 2009-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2014: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	99
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	99
Number of participants with account balances	2014-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 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	73
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	26
Total of all active and inactive participants	2013-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	99
Number of participants with account balances	2013-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	78
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	23
Total of all active and inactive participants	2012-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	101
Number of participants with account balances	2012-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	65
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	22
Total of all active and inactive participants	2011-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	89
Number of participants with account balances	2011-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	54
Number of retired or separated participants receiving benefits	2010-01-01	10
Number of other retired or separated participants entitled to future benefits	2010-01-01	14
Total of all active and inactive participants	2010-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	78
Number of participants with account balances	2010-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	55
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	20
Total of all active and inactive participants	2009-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	76
Number of participants with account balances	2009-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2014 : JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$2,547,840
Expenses. Total of all expenses incurred	2014-12-31	$1,464,598
Benefits paid (including direct rollovers)	2014-12-31	$1,381,118
Total plan assets at end of year	2014-12-31	$17,754,540
Total plan assets at beginning of year	2014-12-31	$16,671,298
Value of fidelity bond covering the plan	2014-12-31	$1,500,000
Total contributions received or receivable from participants	2014-12-31	$1,022,753
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$643,922
Net income (gross income less expenses)	2014-12-31	$1,083,242
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$17,754,540
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$16,671,298
Assets. Value of participant loans	2014-12-31	$167,746
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$566,314
Total contributions received or receivable from employer(s)	2014-12-31	$881,165
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$83,480
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$10,738
Total income from all sources	2013-12-31	$3,569,654
Expenses. Total of all expenses incurred	2013-12-31	$179,185
Benefits paid (including direct rollovers)	2013-12-31	$98,571
Total plan assets at end of year	2013-12-31	$16,682,036
Total plan assets at beginning of year	2013-12-31	$13,280,829
Value of fidelity bond covering the plan	2013-12-31	$1,500,000
Total contributions received or receivable from participants	2013-12-31	$898,622
Assets. Value of loans (other than to participants)	2013-12-31	$94,286
Other income received	2013-12-31	$1,574,838
Net income (gross income less expenses)	2013-12-31	$3,390,469
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$16,671,298
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$13,280,829
Assets. Value of participant loans	2013-12-31	$123,364
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$915,320
Total contributions received or receivable from employer(s)	2013-12-31	$1,096,194
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$80,614
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$2,125,056
Expenses. Total of all expenses incurred	2012-12-31	$140,172
Benefits paid (including direct rollovers)	2012-12-31	$83,069
Total plan assets at end of year	2012-12-31	$13,280,829
Total plan assets at beginning of year	2012-12-31	$11,295,945
Value of fidelity bond covering the plan	2012-12-31	$1,500,000
Total contributions received or receivable from participants	2012-12-31	$797,606
Assets. Value of loans (other than to participants)	2012-12-31	$94,286
Contributions received from other sources (not participants or employers)	2012-12-31	$7,236
Other income received	2012-12-31	$922,525
Net income (gross income less expenses)	2012-12-31	$1,984,884
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$13,280,829
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$11,295,945
Assets. Value of participant loans	2012-12-31	$201,602
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$1,005,854
Total contributions received or receivable from employer(s)	2012-12-31	$397,689
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$57,103
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$37,808
Total income from all sources	2011-12-31	$1,294,146
Expenses. Total of all expenses incurred	2011-12-31	$924,649
Benefits paid (including direct rollovers)	2011-12-31	$855,658
Total plan assets at end of year	2011-12-31	$11,295,945
Total plan assets at beginning of year	2011-12-31	$10,964,256
Value of fidelity bond covering the plan	2011-12-31	$1,500,000
Total contributions received or receivable from participants	2011-12-31	$660,903
Assets. Value of loans (other than to participants)	2011-12-31	$94,286
Contributions received from other sources (not participants or employers)	2011-12-31	$24,617
Other income received	2011-12-31	$-260,396
Net income (gross income less expenses)	2011-12-31	$369,497
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$11,295,945
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$10,926,448
Assets. Value of participant loans	2011-12-31	$198,076
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$1,206,951
Total contributions received or receivable from employer(s)	2011-12-31	$869,022
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$68,991
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$37,808
Total plan liabilities at beginning of year	2010-12-31	$2,465
Total income from all sources	2010-12-31	$1,990,668
Expenses. Total of all expenses incurred	2010-12-31	$675,419
Benefits paid (including direct rollovers)	2010-12-31	$621,809
Total plan assets at end of year	2010-12-31	$10,964,256
Total plan assets at beginning of year	2010-12-31	$9,613,664
Value of fidelity bond covering the plan	2010-12-31	$1,500,000
Total contributions received or receivable from participants	2010-12-31	$555,652
Assets. Value of loans (other than to participants)	2010-12-31	$94,286
Contributions received from other sources (not participants or employers)	2010-12-31	$3,870
Other income received	2010-12-31	$924,842
Net income (gross income less expenses)	2010-12-31	$1,315,249
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$10,926,448
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$9,611,199
Assets. Value of participant loans	2010-12-31	$192,100
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$1,230,305
Total contributions received or receivable from employer(s)	2010-12-31	$506,304
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$53,610
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN

2014: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 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	No
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: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 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: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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: JMJ ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN 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:	JMJ ASSOCIATES, LLP
Employer identification number (EIN):	680132848
NAIC Classification:	541600

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2949667