401k Plan data: PB & J PIZZA GROUP RETIREMENT PLAN plan

PB & J PIZZA GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	PB & J PIZZA GROUP RETIREMENT PLAN
Plan identification number	001

PB & J PIZZA GROUP RETIREMENT 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PB & J PIZZA GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: PB & J PIZZA GROUP, INC.

Employer identification number (EIN): 814390692

NAIC Classification: 722511
NAIC Description: Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PB & J PIZZA GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JEANETTE BUSH

Plan Statistics for PB & J PIZZA GROUP RETIREMENT PLAN

401k plan membership statisitcs for PB & J PIZZA GROUP RETIREMENT PLAN

Measure Date Value
2022: PB & J PIZZA GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 21
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 21
Number of participants with account balances 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PB & J PIZZA GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 18
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 19
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PB & J PIZZA GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PB & J PIZZA GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PB & J PIZZA GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PB & J PIZZA GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: PB & J PIZZA GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	21
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	21
Number of participants with account balances	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PB & J PIZZA GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	18
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	19
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PB & J PIZZA GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PB & J PIZZA GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PB & J PIZZA GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PB & J PIZZA GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on PB & J PIZZA GROUP RETIREMENT PLAN

Measure	Date	Value
2022 : PB & J PIZZA GROUP RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$5,148
Total plan liabilities at beginning of year	2022-12-31	$869
Total income from all sources	2022-12-31	$172,631
Expenses. Total of all expenses incurred	2022-12-31	$3,007
Benefits paid (including direct rollovers)	2022-12-31	$1,793
Total plan assets at end of year	2022-12-31	$629,645
Total plan assets at beginning of year	2022-12-31	$455,742
Value of fidelity bond covering the plan	2022-12-31	$50,000
Total contributions received or receivable from participants	2022-12-31	$61,573
Other income received	2022-12-31	$95,030
Net income (gross income less expenses)	2022-12-31	$169,624
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$624,497
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$454,873
Assets. Value of participant loans	2022-12-31	$10,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$115,314
Assets. Value of employer securities	2022-12-31	$375,000
Total contributions received or receivable from employer(s)	2022-12-31	$16,028
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,214
2021 : PB & J PIZZA GROUP RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$869
Total plan liabilities at beginning of year	2021-12-31	$2,125
Total income from all sources	2021-12-31	$110,004
Expenses. Total of all expenses incurred	2021-12-31	$696
Total plan assets at end of year	2021-12-31	$455,742
Total plan assets at beginning of year	2021-12-31	$347,690
Value of fidelity bond covering the plan	2021-12-31	$50,000
Total contributions received or receivable from participants	2021-12-31	$57,890
Other income received	2021-12-31	$40,567
Net income (gross income less expenses)	2021-12-31	$109,308
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$454,873
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$345,565
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$68,446
Assets. Value of employer securities	2021-12-31	$250,000
Total contributions received or receivable from employer(s)	2021-12-31	$11,547
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$696
2020 : PB & J PIZZA GROUP RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$2,125
Total plan liabilities at beginning of year	2020-12-31	$1,678
Total income from all sources	2020-12-31	$106,199
Expenses. Total of all expenses incurred	2020-12-31	$252
Total plan assets at end of year	2020-12-31	$347,690
Total plan assets at beginning of year	2020-12-31	$241,296
Value of fidelity bond covering the plan	2020-12-31	$50,000
Total contributions received or receivable from participants	2020-12-31	$51,957
Other income received	2020-12-31	$46,504
Net income (gross income less expenses)	2020-12-31	$105,947
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$345,565
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$239,618
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$26,807
Assets. Value of employer securities	2020-12-31	$234,800
Total contributions received or receivable from employer(s)	2020-12-31	$7,738
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$252
2019 : PB & J PIZZA GROUP RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$1,678
Total income from all sources	2019-12-31	$35,698
Expenses. Total of all expenses incurred	2019-12-31	$1,464
Benefits paid (including direct rollovers)	2019-12-31	$1,163
Total plan assets at end of year	2019-12-31	$241,296
Total plan assets at beginning of year	2019-12-31	$205,384
Value of fidelity bond covering the plan	2019-12-31	$50,000
Total contributions received or receivable from participants	2019-12-31	$17,310
Contributions received from other sources (not participants or employers)	2019-12-31	$127
Other income received	2019-12-31	$14,242
Net income (gross income less expenses)	2019-12-31	$34,234
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$239,618
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$205,384
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$18,361
Assets. Value of employer securities	2019-12-31	$197,500
Total contributions received or receivable from employer(s)	2019-12-31	$4,019
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$301
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : PB & J PIZZA GROUP RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$31,755
Expenses. Total of all expenses incurred	2018-12-31	$1
Total plan assets at end of year	2018-12-31	$205,384
Total plan assets at beginning of year	2018-12-31	$173,630
Value of fidelity bond covering the plan	2018-12-31	$50,000
Total contributions received or receivable from participants	2018-12-31	$14,266
Other income received	2018-12-31	$14,248
Net income (gross income less expenses)	2018-12-31	$31,754
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$205,384
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$173,630
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$2,111
Assets. Value of employer securities	2018-12-31	$187,998
Total contributions received or receivable from employer(s)	2018-12-31	$3,241
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1
2017 : PB & J PIZZA GROUP RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$-26,370
Expenses. Total of all expenses incurred	2017-12-31	$1
Benefits paid (including direct rollovers)	2017-12-31	$1
Total plan assets at end of year	2017-12-31	$173,630
Total plan assets at beginning of year	2017-12-31	$200,001
Other income received	2017-12-31	$-26,370
Net income (gross income less expenses)	2017-12-31	$-26,371
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$173,630
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$200,001
Assets. Value of employer securities	2017-12-31	$173,630
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for PB & J PIZZA GROUP RETIREMENT PLAN

2022: PB & J PIZZA GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PB & J PIZZA GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PB & J PIZZA GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PB & J PIZZA GROUP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PB & J PIZZA GROUP RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PB & J PIZZA GROUP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PB & J PIZZA GROUP, INC.
Employer identification number (EIN):	814390692
NAIC Classification:	722511
NAIC Description:	Full-Service Restaurants