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ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST
Plan identification number 001

ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • 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

ROBERT V. JOHNS AND ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT V. JOHNS AND ASSOCIATES, INC
Employer identification number (EIN):751706873
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT VERN JOHNS2024-09-25 ROBERT VERN JOHNS2024-09-25
0012022-01-01ROBERT VERN JOHNS2023-10-04
0012021-01-01ROBERT V JOHNS2022-10-03
0012020-01-01ROBERT V JOHNS2021-06-02
0012019-01-01ROBERT V JOHNS2020-05-05 ROBERT V JOHNS2020-05-05
0012018-01-01MARK A. WESSELS2019-05-17
0012017-01-01ROBERT V JOHNS2018-07-12
0012016-01-01ROBERT JOHNS ROBERT JOHNS2017-05-22
0012015-01-01ROBERT JOHNS ROBERT JOHNS2017-04-13
0012014-01-01ROBERT JOHNS ROBERT JOHNS2015-07-24
0012013-01-01ROBERT JOHNS ROBERT JOHNS2014-06-16
0012012-01-01ROBERT JOHNS ROBERT JOHNS2013-07-24
0012011-01-01ROBERT JOHNS ROBERT JOHNS2012-06-06
0012009-01-01ROBERT V JOHNS ROBERT V JOHNS2010-07-08

Plan Statistics for ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST

Measure Date Value
2016: ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0125
Total number of active participants reported on line 7a of the Form 55002016-01-0118
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0124
Number of participants with account balances2016-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0121
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0121
Number of participants with account balances2015-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0120
Number of participants with account balances2014-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0123
Total number of active participants reported on line 7a of the Form 55002013-01-0118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0124
Number of participants with account balances2013-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0122
Number of participants with account balances2012-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0121
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0122
Number of participants with account balances2011-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0117
Number of participants with account balances2009-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST

Measure Date Value
2016 : ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$201,281
Expenses. Total of all expenses incurred2016-12-31$21,436
Benefits paid (including direct rollovers)2016-12-31$14,717
Total plan assets at end of year2016-12-31$854,302
Total plan assets at beginning of year2016-12-31$674,457
Total contributions received or receivable from participants2016-12-31$78,086
Other income received2016-12-31$70,296
Net income (gross income less expenses)2016-12-31$179,845
Net plan assets at end of year (total assets less liabilities)2016-12-31$854,302
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$674,457
Assets. Value of participant loans2016-12-31$14,888
Total contributions received or receivable from employer(s)2016-12-31$52,899
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,719
2015 : ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$111,814
Expenses. Total of all expenses incurred2015-12-31$13,360
Benefits paid (including direct rollovers)2015-12-31$7,360
Total plan assets at end of year2015-12-31$674,457
Total plan assets at beginning of year2015-12-31$576,003
Total contributions received or receivable from participants2015-12-31$75,724
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-17,530
Net income (gross income less expenses)2015-12-31$98,454
Net plan assets at end of year (total assets less liabilities)2015-12-31$674,457
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$576,003
Assets. Value of participant loans2015-12-31$18,636
Total contributions received or receivable from employer(s)2015-12-31$53,620
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,000
2014 : ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$173,759
Expenses. Total of all expenses incurred2014-12-31$50,260
Benefits paid (including direct rollovers)2014-12-31$44,818
Total plan assets at end of year2014-12-31$576,003
Total plan assets at beginning of year2014-12-31$452,504
Total contributions received or receivable from participants2014-12-31$78,957
Contributions received from other sources (not participants or employers)2014-12-31$16,365
Other income received2014-12-31$22,104
Net income (gross income less expenses)2014-12-31$123,499
Net plan assets at end of year (total assets less liabilities)2014-12-31$576,003
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$452,504
Total contributions received or receivable from employer(s)2014-12-31$56,333
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,442
2013 : ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$175,148
Expenses. Total of all expenses incurred2013-12-31$28,485
Benefits paid (including direct rollovers)2013-12-31$25,163
Total plan assets at end of year2013-12-31$452,504
Total plan assets at beginning of year2013-12-31$305,841
Total contributions received or receivable from participants2013-12-31$73,325
Other income received2013-12-31$76,446
Net income (gross income less expenses)2013-12-31$146,663
Net plan assets at end of year (total assets less liabilities)2013-12-31$452,504
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$305,841
Total contributions received or receivable from employer(s)2013-12-31$25,377
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,322
2012 : ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$126,047
Expenses. Total of all expenses incurred2012-12-31$4,154
Benefits paid (including direct rollovers)2012-12-31$2,220
Total plan assets at end of year2012-12-31$305,841
Total plan assets at beginning of year2012-12-31$183,948
Total contributions received or receivable from participants2012-12-31$70,516
Other income received2012-12-31$27,256
Net income (gross income less expenses)2012-12-31$121,893
Net plan assets at end of year (total assets less liabilities)2012-12-31$305,841
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$183,948
Total contributions received or receivable from employer(s)2012-12-31$28,275
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,934
2011 : ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$65,089
Expenses. Total of all expenses incurred2011-12-31$4,721
Benefits paid (including direct rollovers)2011-12-31$3,446
Total plan assets at end of year2011-12-31$183,948
Total plan assets at beginning of year2011-12-31$123,580
Total contributions received or receivable from participants2011-12-31$48,753
Other income received2011-12-31$-3,178
Net income (gross income less expenses)2011-12-31$60,368
Net plan assets at end of year (total assets less liabilities)2011-12-31$183,948
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$123,580
Total contributions received or receivable from employer(s)2011-12-31$19,514
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,275
2010 : ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$71,507
Expenses. Total of all expenses incurred2010-12-31$5,536
Benefits paid (including direct rollovers)2010-12-31$4,826
Total plan assets at end of year2010-12-31$123,580
Total plan assets at beginning of year2010-12-31$57,609
Total contributions received or receivable from participants2010-12-31$35,835
Contributions received from other sources (not participants or employers)2010-12-31$4,826
Other income received2010-12-31$13,159
Net income (gross income less expenses)2010-12-31$65,971
Net plan assets at end of year (total assets less liabilities)2010-12-31$123,580
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$57,609
Total contributions received or receivable from employer(s)2010-12-31$17,687
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$710

Form 5500 Responses for ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST

2016: ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 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: ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 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: ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 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: ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 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
2009: ROBERT V. JOHNS AND ASSOCIATES, INC. RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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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