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JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 401k Plan overview

Plan NameJACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN
Plan identification number 002

JACKSON LUMBER & MILLWORK COMPANY, INC. 401K 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.
  • 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

JACKSON LUMBER & MILLWORK COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:JACKSON LUMBER & MILLWORK COMPANY, INC.
Employer identification number (EIN):042022453
NAIC Classification:444190
NAIC Description:Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JOSEPH TORRISI2023-08-21
0022021-01-01JOSEPH TORRISI2022-08-29
0022020-01-01JOSEPH TORRISI2021-10-13
0022019-01-01JOSEPH TORRISI2020-10-13
0022018-01-01JOSEPH TORRISI2019-09-09
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01JOSEPH TORRISI
0022014-01-01JOSEPH TORRISI
0022013-01-01JOSEPH A. TORRISI
0022012-01-01JOSEPH A. TORRISI
0022011-01-01JOSEPH TORRISI
0022009-01-01JOSEPH A. TORRISI
0022009-01-01JOSEPH A. TORRISI

Plan Statistics for JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN

401k plan membership statisitcs for JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN

Measure Date Value
2022: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01190
Total number of active participants reported on line 7a of the Form 55002022-01-01164
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01194
Number of participants with account balances2022-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01189
Total number of active participants reported on line 7a of the Form 55002021-01-01162
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01190
Number of participants with account balances2021-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01203
Total number of active participants reported on line 7a of the Form 55002020-01-01164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01189
Number of participants with account balances2020-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01197
Total number of active participants reported on line 7a of the Form 55002019-01-01183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01203
Number of participants with account balances2019-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01192
Total number of active participants reported on line 7a of the Form 55002018-01-01180
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01197
Number of participants with account balances2018-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01177
Total number of active participants reported on line 7a of the Form 55002017-01-01171
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01192
Number of participants with account balances2017-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01173
Total number of active participants reported on line 7a of the Form 55002016-01-01158
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01177
Number of participants with account balances2016-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01162
Total number of active participants reported on line 7a of the Form 55002015-01-01154
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01173
Number of participants with account balances2015-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01160
Total number of active participants reported on line 7a of the Form 55002014-01-01147
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01162
Number of participants with account balances2014-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01151
Total number of active participants reported on line 7a of the Form 55002013-01-01147
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01159
Number of participants with account balances2013-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01148
Total number of active participants reported on line 7a of the Form 55002012-01-01133
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01151
Number of participants with account balances2012-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01151
Total number of active participants reported on line 7a of the Form 55002011-01-01126
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01146
Number of participants with account balances2011-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01153
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01146
Number of participants with account balances2009-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN

Measure Date Value
2022 : JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,976,243
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,377,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,347,378
Expenses. Certain deemed distributions of participant loans2022-12-31$1,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,050,093
Value of total assets at end of year2022-12-31$15,359,266
Value of total assets at beginning of year2022-12-31$20,713,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,158
Total interest from all sources2022-12-31$23,714
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,152,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,152,963
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$787,046
Participant contributions at end of year2022-12-31$218,209
Participant contributions at beginning of year2022-12-31$221,778
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$70,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,354,011
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,359,266
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,713,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,906,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,681,723
Interest on participant loans2022-12-31$8,033
Interest earned on other investments2022-12-31$15,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,234,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,809,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,203,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$192,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,347,378
Contract administrator fees2022-12-31$29,158
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,087,146
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,383,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,363,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$993,313
Value of total assets at end of year2021-12-31$20,713,277
Value of total assets at beginning of year2021-12-31$19,009,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,309
Total interest from all sources2021-12-31$-277,362
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,417,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,417,827
Administrative expenses professional fees incurred2021-12-31$16,200
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$766,986
Participant contributions at end of year2021-12-31$221,778
Participant contributions at beginning of year2021-12-31$261,846
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$29,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,703,774
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,713,277
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,009,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,681,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,165,209
Interest on participant loans2021-12-31$8,714
Interest earned on other investments2021-12-31$-286,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,809,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,582,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-46,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$197,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,363,063
Contract administrator fees2021-12-31$4,109
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,168,652
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$991,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$984,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,045,034
Value of total assets at end of year2020-12-31$19,009,503
Value of total assets at beginning of year2020-12-31$15,832,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,465
Total interest from all sources2020-12-31$21,743
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,086,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,086,400
Administrative expenses professional fees incurred2020-12-31$3,076
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$771,530
Participant contributions at end of year2020-12-31$261,846
Participant contributions at beginning of year2020-12-31$225,977
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$53,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,177,273
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,009,503
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,832,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,165,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,471,478
Interest on participant loans2020-12-31$9,593
Interest earned on other investments2020-12-31$12,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,582,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,133,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,015,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$220,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$984,914
Contract administrator fees2020-12-31$3,389
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,339,501
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$814,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$808,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,379,570
Value of total assets at end of year2019-12-31$15,832,230
Value of total assets at beginning of year2019-12-31$12,307,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,109
Total interest from all sources2019-12-31$10,970
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$900,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$900,145
Administrative expenses professional fees incurred2019-12-31$1,912
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$733,219
Participant contributions at end of year2019-12-31$225,977
Participant contributions at beginning of year2019-12-31$289,764
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$479,865
Other income not declared elsewhere2019-12-31$18,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,525,203
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,832,230
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,307,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,471,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,774,654
Interest on participant loans2019-12-31$10,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,133,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,241,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,030,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$166,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$808,189
Contract administrator fees2019-12-31$4,197
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$629,808
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$756,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$750,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,375,012
Value of total assets at end of year2018-12-31$12,307,027
Value of total assets at beginning of year2018-12-31$12,434,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,745
Total interest from all sources2018-12-31$27,726
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,179,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,179,462
Administrative expenses professional fees incurred2018-12-31$3,840
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$732,573
Participant contributions at end of year2018-12-31$289,764
Participant contributions at beginning of year2018-12-31$322,031
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$486,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-127,083
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,307,027
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,434,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,774,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,282,623
Interest on participant loans2018-12-31$11,433
Interest earned on other investments2018-12-31$16,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$56
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,241,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$825,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,952,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$156,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$750,146
Contract administrator fees2018-12-31$2,905
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,951,999
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$494,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$487,234
Expenses. Certain deemed distributions of participant loans2017-12-31$4,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$910,473
Value of total assets at end of year2017-12-31$12,434,110
Value of total assets at beginning of year2017-12-31$9,977,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,965
Total interest from all sources2017-12-31$8,943
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,070,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,070,159
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$661,684
Participant contributions at end of year2017-12-31$322,031
Participant contributions at beginning of year2017-12-31$246,526
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$96,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,457,081
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,434,110
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,977,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,282,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,986,357
Interest on participant loans2017-12-31$8,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$825,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$740,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$962,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$152,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$487,234
Contract administrator fees2017-12-31$2,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,322,601
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$816,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$813,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$752,857
Value of total assets at end of year2016-12-31$9,977,029
Value of total assets at beginning of year2016-12-31$9,471,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,560
Total interest from all sources2016-12-31$34,404
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$535,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$535,340
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$1
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$586,142
Participant contributions at end of year2016-12-31$246,526
Participant contributions at beginning of year2016-12-31$225,146
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$34,105
Administrative expenses (other) incurred2016-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$505,978
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,977,029
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,471,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,986,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,476,584
Income. Interest from loans (other than to participants)2016-12-31$7,603
Interest earned on other investments2016-12-31$26,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$740,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$769,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$132,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$813,063
Contract administrator fees2016-12-31$3,435
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$778,820
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$168,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$153,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$721,800
Value of total assets at end of year2015-12-31$9,471,051
Value of total assets at beginning of year2015-12-31$8,860,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,331
Total interest from all sources2015-12-31$6,851
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$637,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$637,017
Administrative expenses professional fees incurred2015-12-31$12,366
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$586,765
Participant contributions at end of year2015-12-31$225,146
Participant contributions at beginning of year2015-12-31$150,665
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$610,643
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,471,051
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,860,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,476,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,753,312
Interest on participant loans2015-12-31$6,124
Interest earned on other investments2015-12-31$727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$769,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$956,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-586,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$133,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$153,846
Contract administrator fees2015-12-31$1,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,295,116
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$515,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$501,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$762,125
Value of total assets at end of year2014-12-31$8,860,408
Value of total assets at beginning of year2014-12-31$8,080,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,560
Total interest from all sources2014-12-31$22,918
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$669,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$669,812
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$507,614
Participant contributions at end of year2014-12-31$150,665
Participant contributions at beginning of year2014-12-31$180,125
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$136,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$779,474
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,860,408
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,080,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,753,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,634,257
Interest on participant loans2014-12-31$4,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,266,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,266,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$17,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$956,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-159,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$117,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$501,082
Contract administrator fees2014-12-31$14,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,986,788
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$995,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$965,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$491,187
Value of total assets at end of year2013-12-31$8,080,934
Value of total assets at beginning of year2013-12-31$7,089,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,940
Total interest from all sources2013-12-31$6,966
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$70,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$70,511
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$387,063
Participant contributions at end of year2013-12-31$180,125
Participant contributions at beginning of year2013-12-31$231,281
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$991,619
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,080,934
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,089,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$18,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,634,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,629,593
Interest on participant loans2013-12-31$6,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,266,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,228,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,228,441
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,418,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$104,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$965,229
Contract administrator fees2013-12-31$11,496
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,177,278
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$273,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$247,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$446,929
Value of total assets at end of year2012-12-31$7,089,315
Value of total assets at beginning of year2012-12-31$6,186,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,703
Total interest from all sources2012-12-31$7,463
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$77,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$77,990
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$312,198
Participant contributions at end of year2012-12-31$231,281
Participant contributions at beginning of year2012-12-31$228,646
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$46,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$903,310
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,089,315
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,186,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$15,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,629,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,839,615
Interest on participant loans2012-12-31$7,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,228,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,117,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,117,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$644,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$88,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$247,265
Contract administrator fees2012-12-31$10,749
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$411,935
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$460,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$434,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$538,163
Value of total assets at end of year2011-12-31$6,186,005
Value of total assets at beginning of year2011-12-31$6,235,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,367
Total interest from all sources2011-12-31$8,653
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$74,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$74,208
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$306,258
Participant contributions at end of year2011-12-31$228,646
Participant contributions at beginning of year2011-12-31$218,349
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$141,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-49,036
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,186,005
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,235,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$15,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,839,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,790,611
Interest on participant loans2011-12-31$8,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,117,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,226,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,226,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-209,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$90,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$434,604
Contract administrator fees2011-12-31$11,130
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,025,644
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$182,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$164,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$380,869
Value of total assets at end of year2010-12-31$6,235,041
Value of total assets at beginning of year2010-12-31$5,391,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,891
Total interest from all sources2010-12-31$8,868
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$58,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$58,693
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$278,504
Participant contributions at end of year2010-12-31$218,349
Participant contributions at beginning of year2010-12-31$156,294
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$21,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$843,336
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,235,041
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,391,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$10,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,790,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,235,411
Interest on participant loans2010-12-31$8,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,226,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$577,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$80,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$164,417
Contract administrator fees2010-12-31$7,811
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2010-12-31420714325
2009 : JACKSON LUMBER & MILLWORK COMPANY, INC. 401K 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

Form 5500 Responses for JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN

2022: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 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: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 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: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 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: JACKSON LUMBER & MILLWORK COMPANY, INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61392-1
Policy instance 1
Insurance contract or identification numberMR 61392-1
Number of Individuals Covered155
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780731-01
Policy instance 2
Insurance contract or identification number780731-01
Number of Individuals Covered155
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $424
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $424
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61392-1
Policy instance 1
Insurance contract or identification numberMR 61392-1
Number of Individuals Covered157
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,266
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,266
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61392-1
Policy instance 1
Insurance contract or identification numberMR 61392-1
Number of Individuals Covered164
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,497
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,497
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61392-1
Policy instance 1
Insurance contract or identification numberMR 61392-1
Number of Individuals Covered173
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,951
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,951
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61392-1
Policy instance 1
Insurance contract or identification numberMR 61392-1
Number of Individuals Covered165
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,916
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,916
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61392-1
Policy instance 1
Insurance contract or identification numberMR 61392-1
Number of Individuals Covered154
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $587
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $587
Insurance broker organization code?4
Insurance broker nameNYLINK INSURANCE AGENCY, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61392-1
Policy instance 1
Insurance contract or identification numberMR 61392-1
Number of Individuals Covered139
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,481
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,481
Insurance broker organization code?4
Insurance broker nameNYLINK INSURANCE AGENCY, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61392-1
Policy instance 1
Insurance contract or identification numberMR 61392-1
Number of Individuals Covered137
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,444
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,444
Insurance broker organization code?4
Insurance broker nameNYLINK INSURANCE AGENCY, INC.

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