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J & A PENSION PLAN 401k Plan overview

Plan NameJ & A PENSION PLAN
Plan identification number 001

J & A PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covering Self-Employed individuals.
  • 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

JACOBSON & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:JACOBSON & ASSOCIATES, LLC
Employer identification number (EIN):850442327
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & A PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01RANDAL SCHMITT
0012010-01-01RANDAL SCHMITT
0012009-01-01RANDAL SCHMITT

Plan Statistics for J & A PENSION PLAN

401k plan membership statisitcs for J & A PENSION PLAN

Measure Date Value
2011: J & A PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-010
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 participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
2010: J & A PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-012
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 participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-013
2009: J & A PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
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 participants2009-01-013
Total participants2009-01-013

Financial Data on J & A PENSION PLAN

Measure Date Value
2011 : J & A PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$316,877
Expenses. Total of all expenses incurred2011-12-31$4,421,585
Benefits paid (including direct rollovers)2011-12-31$4,420,757
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$4,104,708
Value of fidelity bond covering the plan2011-12-31$800,000
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$316,877
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-4,104,708
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,104,708
Assets. Value of real-estate (other than employer real property)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : J & A PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$245,512
Expenses. Total of all expenses incurred2010-12-31$226
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$4,104,708
Total plan assets at beginning of year2010-12-31$3,859,422
Value of fidelity bond covering the plan2010-12-31$800,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$245,512
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$245,286
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,104,708
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,859,422
Assets. Value of real-estate (other than employer real property)2010-12-31$816,615
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$226
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : J & A PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for J & A PENSION PLAN

2011: J & A PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: J & A PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: J & A PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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