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U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES 401k Plan overview

Plan NameU S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES
Plan identification number 001

U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

JOE K JONES has sponsored the creation of one or more 401k plans.

Company Name:JOE K JONES
Employer identification number (EIN):716092273
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01DONA TYLER2019-07-31 DONA TYLER2019-07-31
0012017-01-01
0012016-01-01
0012015-01-01DONA TYLER2016-07-27
0012014-01-01
0012013-01-01KATHERN NEIDECKER KATHERN NEIDECKER2014-07-21
0012012-01-01KATHERN NEIDECKER KATHERN NEIDECKER2013-07-25
0012011-01-01KATHERN NEIDECKER
0012010-01-01KATHERN NEIDECKER
0012009-01-01ERIC YOUNG

Plan Statistics for U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES

401k plan membership statisitcs for U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES

Measure Date Value
2013: U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES

Measure Date Value
2013 : U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES 2013 401k financial data
Total income from all sources2013-12-31$110,841
Expenses. Total of all expenses incurred2013-12-31$1,109,610
Benefits paid (including direct rollovers)2013-12-31$1,109,610
Total plan assets at end of year2013-12-31$252,630
Total plan assets at beginning of year2013-12-31$1,251,399
Total contributions received or receivable from participants2013-12-31$0
Other income received2013-12-31$110,841
Net income (gross income less expenses)2013-12-31$-998,769
Net plan assets at end of year (total assets less liabilities)2013-12-31$252,630
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,251,399
Total contributions received or receivable from employer(s)2013-12-31$0
2012 : U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES 2012 401k financial data
Total income from all sources2012-12-31$937,949
Expenses. Total of all expenses incurred2012-12-31$935,909
Benefits paid (including direct rollovers)2012-12-31$935,909
Total plan assets at end of year2012-12-31$1,251,399
Total plan assets at beginning of year2012-12-31$1,249,359
Total contributions received or receivable from participants2012-12-31$896,351
Other income received2012-12-31$22,385
Net income (gross income less expenses)2012-12-31$2,040
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,251,399
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,249,359
Total contributions received or receivable from employer(s)2012-12-31$19,213
2011 : U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES 2011 401k financial data
Total income from all sources2011-12-31$98,124
Total plan assets at end of year2011-12-31$1,249,359
Total plan assets at beginning of year2011-12-31$1,151,235
Other income received2011-12-31$42,920
Net income (gross income less expenses)2011-12-31$98,124
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,249,359
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,151,235
Total contributions received or receivable from employer(s)2011-12-31$55,204
2010 : U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES 2010 401k financial data
Total income from all sources2010-12-31$106,829
Expenses. Total of all expenses incurred2010-12-31$27,762
Benefits paid (including direct rollovers)2010-12-31$27,000
Total plan assets at end of year2010-12-31$1,151,235
Total plan assets at beginning of year2010-12-31$1,072,168
Expenses. Other expenses not covered elsewhere2010-12-31$762
Other income received2010-12-31$41,741
Net income (gross income less expenses)2010-12-31$79,067
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,151,235
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,072,168
Total contributions received or receivable from employer(s)2010-12-31$65,088

Form 5500 Responses for U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES

2013: U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: U S LEAGUE RETIREMENT PLAN FOR THE S-E JOE K JONES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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