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S & J LIQUORS INC. 401(K) PLAN 401k Plan overview

Plan NameS & J LIQUORS INC. 401(K) PLAN
Plan identification number 001

S & J LIQUORS INC. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

S & J LIQUORS INC. has sponsored the creation of one or more 401k plans.

Company Name:S & J LIQUORS INC.
Employer identification number (EIN):824845874
NAIC Classification:445310
NAIC Description:Beer, Wine, and Liquor Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & J LIQUORS INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-03-17FREDERICK STEPHAN SCHUTT FREDERICK STEPHAN SCHUTT2019-06-11

Plan Statistics for S & J LIQUORS INC. 401(K) PLAN

401k plan membership statisitcs for S & J LIQUORS INC. 401(K) PLAN

Measure Date Value
2023: S & J LIQUORS INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Number of participants with account balances2023-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: S & J LIQUORS INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: S & J LIQUORS INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: S & J LIQUORS INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: S & J LIQUORS INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: S & J LIQUORS INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-170
Total number of active participants reported on line 7a of the Form 55002018-03-172
Number of retired or separated participants receiving benefits2018-03-170
Number of other retired or separated participants entitled to future benefits2018-03-170
Total of all active and inactive participants2018-03-172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-170
Total participants2018-03-172
Number of participants with account balances2018-03-172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-03-170

Financial Data on S & J LIQUORS INC. 401(K) PLAN

Measure Date Value
2023 : S & J LIQUORS INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$-5,282
Expenses. Total of all expenses incurred2023-12-31$0
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$214,021
Total plan assets at beginning of year2023-12-31$219,303
Value of fidelity bond covering the plan2023-12-31$30,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$-5,282
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-5,282
Net plan assets at end of year (total assets less liabilities)2023-12-31$214,021
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$219,303
Assets. Value of employer securities2023-12-31$214,021
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : S & J LIQUORS INC. 401(K) PLAN 2022 401k financial data
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$1,537
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$219,304
Total plan assets at beginning of year2022-12-31$217,767
Value of fidelity bond covering the plan2022-12-31$50,000
Other income received2022-12-31$1,537
Net income (gross income less expenses)2022-12-31$1,537
Net plan assets at end of year (total assets less liabilities)2022-12-31$219,304
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$217,767
Assets. Value of employer securities2022-12-31$219,304
2021 : S & J LIQUORS INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$-4,461
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$217,767
Total plan assets at beginning of year2021-12-31$222,228
Value of fidelity bond covering the plan2021-12-31$30,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-4,461
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-4,461
Net plan assets at end of year (total assets less liabilities)2021-12-31$217,767
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$222,228
Assets. Value of employer securities2021-12-31$217,767
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : S & J LIQUORS INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$72,226
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$222,228
Total plan assets at beginning of year2020-12-31$150,002
Value of fidelity bond covering the plan2020-12-31$30,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$72,226
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$72,226
Net plan assets at end of year (total assets less liabilities)2020-12-31$222,228
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$150,002
Assets. Value of employer securities2020-12-31$222,228
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : S & J LIQUORS INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$797
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$150,002
Total plan assets at beginning of year2019-12-31$149,205
Value of fidelity bond covering the plan2019-12-31$30,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$797
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$797
Net plan assets at end of year (total assets less liabilities)2019-12-31$150,002
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$149,205
Assets. Value of employer securities2019-12-31$150,002
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : S & J LIQUORS INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$149,205
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$149,205
Total plan assets at beginning of year2018-12-31$0
Value of fidelity bond covering the plan2018-12-31$30,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$248,230
Other income received2018-12-31$-99,025
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$149,205
Net plan assets at end of year (total assets less liabilities)2018-12-31$149,205
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Assets. Value of employer securities2018-12-31$149,205
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0

Form 5500 Responses for S & J LIQUORS INC. 401(K) PLAN

2023: S & J LIQUORS INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: S & J LIQUORS INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: S & J LIQUORS INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: S & J LIQUORS INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: S & J LIQUORS INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: S & J LIQUORS INC. 401(K) PLAN 2018 form 5500 responses
2018-03-17Type of plan entitySingle employer plan
2018-03-17First time form 5500 has been submittedYes
2018-03-17Submission has been amendedNo
2018-03-17This submission is the final filingNo
2018-03-17This return/report is a short plan year return/report (less than 12 months)Yes
2018-03-17Plan is a collectively bargained planNo
2018-03-17Plan funding arrangement – TrustYes
2018-03-17Plan benefit arrangement - TrustYes

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