401k Plan data: JAMIESON MANAGEMENT CO., INC. 401(K) PLAN plan

JAMIESON MANAGEMENT CO., INC. 401(K) PLAN 401k Plan overview

Plan Name	JAMIESON MANAGEMENT CO., INC. 401(K) PLAN
Plan identification number	001

JAMIESON MANAGEMENT CO., INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JAMIESON MANAGEMENT CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: JAMIESON MANAGEMENT CO., INC.

Employer identification number (EIN): 043378024

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMIESON MANAGEMENT CO., INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 PAUL JAMIESON 2023-06-28
001 2021-01-01 PAUL J JAMIESON 2022-07-27 PAUL J JAMIESON 2022-07-27
001 2019-01-01 PAUL JAMIESON 2020-06-05 PAUL JAMIESON 2020-06-05
001 2018-01-01 PAUL JAMIESON 2019-04-02 PAUL J JAMIESON 2019-04-02
001 2017-01-01 PAUL JAMIESON 2018-04-06
001 2016-01-01 ROBERT J JAMIESON 2017-04-25
001 2015-01-01 ROBERT J JAMIESON 2016-05-02 ROBERT J JAMIESON 2016-05-02
001 2014-01-01 ROBERT J JAMIESON 2015-08-13 ROBERT J JAMIESON 2015-08-13
001 2013-01-01 ROBERT J JAMIESON 2014-10-06
001 2012-01-01 ROBERT J JAMIESON 2013-05-08 ROBERT J JAMIESON 2013-05-08
001 2011-01-01 ROBERT J JAMIESON 2012-09-17 ROBERT J JAMIESON 2012-09-17
001 2009-01-01 ROBERT J JAMIESON ROBERT J JAMIESON 2010-07-09
001 2006-01-01 ROBERT J. JAMIESON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	PAUL JAMIESON	2023-06-28
001	2021-01-01	PAUL J JAMIESON	2022-07-27	PAUL J JAMIESON	2022-07-27
001	2019-01-01	PAUL JAMIESON	2020-06-05	PAUL JAMIESON	2020-06-05
001	2018-01-01	PAUL JAMIESON	2019-04-02	PAUL J JAMIESON	2019-04-02
001	2017-01-01	PAUL JAMIESON	2018-04-06
001	2016-01-01	ROBERT J JAMIESON	2017-04-25
001	2015-01-01	ROBERT J JAMIESON	2016-05-02	ROBERT J JAMIESON	2016-05-02
001	2014-01-01	ROBERT J JAMIESON	2015-08-13	ROBERT J JAMIESON	2015-08-13
001	2013-01-01	ROBERT J JAMIESON	2014-10-06
001	2012-01-01	ROBERT J JAMIESON	2013-05-08	ROBERT J JAMIESON	2013-05-08
001	2011-01-01	ROBERT J JAMIESON	2012-09-17	ROBERT J JAMIESON	2012-09-17
001	2009-01-01	ROBERT J JAMIESON		ROBERT J JAMIESON	2010-07-09
001	2006-01-01	ROBERT J. JAMIESON

Plan Statistics for JAMIESON MANAGEMENT CO., INC. 401(K) PLAN

401k plan membership statisitcs for JAMIESON MANAGEMENT CO., INC. 401(K) PLAN

Measure Date Value
2009: JAMIESON MANAGEMENT CO., INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2006: JAMIESON MANAGEMENT CO., INC. 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 0
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 0
Total of all active and inactive participants 2006-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 0
Number of participants with account balances 2006-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0

Measure	Date	Value
2009: JAMIESON MANAGEMENT CO., INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2006: JAMIESON MANAGEMENT CO., INC. 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	0
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	0
Total of all active and inactive participants	2006-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	0
Number of participants with account balances	2006-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0

Financial Data on JAMIESON MANAGEMENT CO., INC. 401(K) PLAN

Measure	Date	Value
2010 : JAMIESON MANAGEMENT CO., INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$108,948
Expenses. Total of all expenses incurred	2010-12-31	$200
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$664,176
Total plan assets at beginning of year	2010-12-31	$555,428
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$16,390
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$77,402
Net income (gross income less expenses)	2010-12-31	$108,748
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$664,176
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$555,428
Assets. Value of participant loans	2010-12-31	$37,652
Total contributions received or receivable from employer(s)	2010-12-31	$15,156
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$200

Form 5500 Responses for JAMIESON MANAGEMENT CO., INC. 401(K) PLAN

2009: JAMIESON MANAGEMENT CO., INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2006: JAMIESON MANAGEMENT CO., INC. 401(K) PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	Yes
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

929700

Policy instance

Insurance contract or identification number	929700
Number of Individuals Covered	10
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,606
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,606
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	JAMIESON MANAGEMENT CO., INC.
Employer identification number (EIN):	043378024
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate