JOE WARREN & SONS CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOE WARREN & SONS CO., INC. 401K PLAN
401k plan membership statisitcs for JOE WARREN & SONS CO., INC. 401K PLAN
Measure | Date | Value |
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2022: JOE WARREN & SONS CO., INC. 401K PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-07-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 91 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 7 |
Total of all active and inactive participants | 2022-07-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
Total participants | 2022-07-01 | 98 |
Number of participants with account balances | 2022-07-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
2012: JOE WARREN & SONS CO., INC. 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 2 |
Total of all active and inactive participants | 2012-07-01 | 20 |
Total participants | 2012-07-01 | 20 |
Number of participants with account balances | 2012-07-01 | 20 |
2011: JOE WARREN & SONS CO., INC. 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 2 |
Total of all active and inactive participants | 2011-07-01 | 20 |
Total participants | 2011-07-01 | 20 |
Number of participants with account balances | 2011-07-01 | 20 |
Measure | Date | Value |
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2023 : JOE WARREN & SONS CO., INC. 401K PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-06-30 | $0 |
Total plan liabilities at end of year | 2023-06-30 | $0 |
Total plan liabilities at beginning of year | 2023-06-30 | $0 |
Total income from all sources | 2023-06-30 | $1,380,908 |
Expenses. Total of all expenses incurred | 2023-06-30 | $63,976 |
Benefits paid (including direct rollovers) | 2023-06-30 | $63,095 |
Total plan assets at end of year | 2023-06-30 | $6,340,564 |
Total plan assets at beginning of year | 2023-06-30 | $5,023,632 |
Value of fidelity bond covering the plan | 2023-06-30 | $500,000 |
Total contributions received or receivable from participants | 2023-06-30 | $435,389 |
Expenses. Other expenses not covered elsewhere | 2023-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2023-06-30 | $234,221 |
Other income received | 2023-06-30 | $525,309 |
Noncash contributions received | 2023-06-30 | $0 |
Net income (gross income less expenses) | 2023-06-30 | $1,316,932 |
Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $6,340,564 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $5,023,632 |
Assets. Value of participant loans | 2023-06-30 | $88,587 |
Total contributions received or receivable from employer(s) | 2023-06-30 | $185,989 |
Value of certain deemed distributions of participant loans | 2023-06-30 | $71 |
Value of corrective distributions | 2023-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $810 |
2014 : JOE WARREN & SONS CO., INC. 401K PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-02-04 | $-1,648,746 |
Total income from all sources | 2014-02-04 | $201,117 |
Expenses. Total of all expenses incurred | 2014-02-04 | $82,047 |
Benefits paid (including direct rollovers) | 2014-02-04 | $76,211 |
Total plan assets at beginning of year | 2014-02-04 | $1,529,676 |
Value of fidelity bond covering the plan | 2014-02-04 | $250,000 |
Total contributions received or receivable from participants | 2014-02-04 | $72,249 |
Other income received | 2014-02-04 | $101,603 |
Net income (gross income less expenses) | 2014-02-04 | $119,070 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-02-04 | $1,529,676 |
Total contributions received or receivable from employer(s) | 2014-02-04 | $27,265 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-02-04 | $5,836 |
2013 : JOE WARREN & SONS CO., INC. 401K PLAN 2013 401k financial data |
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Total income from all sources | 2013-06-30 | $282,516 |
Expenses. Total of all expenses incurred | 2013-06-30 | $10,291 |
Total plan assets at end of year | 2013-06-30 | $1,529,676 |
Total plan assets at beginning of year | 2013-06-30 | $1,257,451 |
Value of fidelity bond covering the plan | 2013-06-30 | $250,000 |
Total contributions received or receivable from participants | 2013-06-30 | $122,309 |
Other income received | 2013-06-30 | $107,453 |
Net income (gross income less expenses) | 2013-06-30 | $272,225 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,529,676 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,257,451 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $52,754 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $10,291 |
2012 : JOE WARREN & SONS CO., INC. 401K PLAN 2012 401k financial data |
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Total income from all sources | 2012-06-30 | $142,690 |
Expenses. Total of all expenses incurred | 2012-06-30 | $7,303 |
Total plan assets at end of year | 2012-06-30 | $1,257,451 |
Total plan assets at beginning of year | 2012-06-30 | $1,122,064 |
Value of fidelity bond covering the plan | 2012-06-30 | $250,000 |
Total contributions received or receivable from participants | 2012-06-30 | $114,730 |
Contributions received from other sources (not participants or employers) | 2012-06-30 | $21,572 |
Other income received | 2012-06-30 | $-49,831 |
Net income (gross income less expenses) | 2012-06-30 | $135,387 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,257,451 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,122,064 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $56,219 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $7,303 |
2011 : JOE WARREN & SONS CO., INC. 401K PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-06-30 | $953,550 |
Total income from all sources | 2011-06-30 | $172,114 |
Expenses. Total of all expenses incurred | 2011-06-30 | $3,600 |
Total plan assets at end of year | 2011-06-30 | $1,122,064 |
Value of fidelity bond covering the plan | 2011-06-30 | $300,000 |
Total contributions received or receivable from participants | 2011-06-30 | $77,475 |
Contributions received from other sources (not participants or employers) | 2011-06-30 | $11,470 |
Other income received | 2011-06-30 | $46,764 |
Net income (gross income less expenses) | 2011-06-30 | $168,514 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,122,064 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $36,405 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $3,600 |