J & B INSTALLATIONS, INC. has sponsored the creation of one or more 401k plans.
Additional information about J & B INSTALLATIONS, INC.
Submission information for form 5500 for 401k plan J & B INSTALLATIONS, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for J & B INSTALLATIONS, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 72 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 26 |
| Total of all active and inactive participants | 2022-01-01 | 101 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 101 |
| Number of participants with account balances | 2022-01-01 | 90 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
| 2021: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 80 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 25 |
| Total of all active and inactive participants | 2021-01-01 | 105 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 105 |
| Number of participants with account balances | 2021-01-01 | 92 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 8 |
| 2020: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 88 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 18 |
| Total of all active and inactive participants | 2020-01-01 | 106 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 107 |
| Number of participants with account balances | 2020-01-01 | 97 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
| 2019: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 85 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 18 |
| Total of all active and inactive participants | 2019-01-01 | 106 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 106 |
| Number of participants with account balances | 2019-01-01 | 90 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
| 2018: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 71 |
| Number of retired or separated participants receiving benefits | 2018-04-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 9 |
| Total of all active and inactive participants | 2018-04-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 0 |
| Total participants | 2018-04-01 | 84 |
| Number of participants with account balances | 2018-04-01 | 76 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 2 |
| 2017: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 76 |
| Number of retired or separated participants receiving benefits | 2017-04-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 25 |
| Total of all active and inactive participants | 2017-04-01 | 107 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 0 |
| Total participants | 2017-04-01 | 107 |
| Number of participants with account balances | 2017-04-01 | 97 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 0 |
| 2016: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 88 |
| Number of retired or separated participants receiving benefits | 2016-04-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 17 |
| Total of all active and inactive participants | 2016-04-01 | 110 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 1 |
| Total participants | 2016-04-01 | 111 |
| Number of participants with account balances | 2016-04-01 | 96 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 5 |
| 2015: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 113 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 84 |
| Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 21 |
| Total of all active and inactive participants | 2015-04-01 | 105 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
| Total participants | 2015-04-01 | 105 |
| Number of participants with account balances | 2015-04-01 | 96 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 3 |
| 2014: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 115 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 74 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 26 |
| Total of all active and inactive participants | 2014-04-01 | 111 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
| Total participants | 2014-04-01 | 111 |
| Number of participants with account balances | 2014-04-01 | 101 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 2 |
| 2013: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 81 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 28 |
| Total of all active and inactive participants | 2013-04-01 | 115 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
| Total participants | 2013-04-01 | 115 |
| Number of participants with account balances | 2013-04-01 | 105 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 3 |
| 2012: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 90 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 81 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 21 |
| Total of all active and inactive participants | 2012-04-01 | 108 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
| Total participants | 2012-04-01 | 108 |
| Number of participants with account balances | 2012-04-01 | 90 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 2 |
| Measure | Date | Value |
|---|
| 2022 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-213,412 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $790,195 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $745,653 |
| Total plan assets at end of year | 2022-12-31 | $4,940,726 |
| Total plan assets at beginning of year | 2022-12-31 | $5,944,333 |
| Value of fidelity bond covering the plan | 2022-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $242,744 |
| Other income received | 2022-12-31 | $-573,195 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,003,607 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,940,726 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,944,333 |
| Assets. Value of participant loans | 2022-12-31 | $180,939 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $117,039 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $14,713 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $29,829 |
| 2021 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,078,694 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $158,754 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $126,047 |
| Total plan assets at end of year | 2021-12-31 | $5,944,333 |
| Total plan assets at beginning of year | 2021-12-31 | $5,024,393 |
| Value of fidelity bond covering the plan | 2021-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $170,228 |
| Other income received | 2021-12-31 | $714,512 |
| Net income (gross income less expenses) | 2021-12-31 | $919,940 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,944,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,024,393 |
| Assets. Value of participant loans | 2021-12-31 | $158,181 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $193,954 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $32,707 |
| 2020 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $877,244 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $66,560 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $38,179 |
| Total plan assets at end of year | 2020-12-31 | $5,024,393 |
| Total plan assets at beginning of year | 2020-12-31 | $4,213,709 |
| Value of fidelity bond covering the plan | 2020-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $187,464 |
| Other income received | 2020-12-31 | $444,658 |
| Net income (gross income less expenses) | 2020-12-31 | $810,684 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,024,393 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,213,709 |
| Assets. Value of participant loans | 2020-12-31 | $207,298 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $245,122 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $1,370 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $27,011 |
| 2019 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $896,548 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $52,563 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $27,204 |
| Total plan assets at end of year | 2019-12-31 | $4,213,709 |
| Total plan assets at beginning of year | 2019-12-31 | $3,369,724 |
| Value of fidelity bond covering the plan | 2019-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $171,626 |
| Other income received | 2019-12-31 | $506,547 |
| Net income (gross income less expenses) | 2019-12-31 | $843,985 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,213,709 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,369,724 |
| Assets. Value of participant loans | 2019-12-31 | $187,947 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $218,375 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $25,359 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $153,811 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $151,492 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $128,926 |
| Total plan assets at end of year | 2018-12-31 | $3,369,724 |
| Total plan assets at beginning of year | 2018-12-31 | $3,367,405 |
| Value of fidelity bond covering the plan | 2018-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $118,530 |
| Other income received | 2018-12-31 | $-135,181 |
| Net income (gross income less expenses) | 2018-12-31 | $2,319 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,369,724 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,367,405 |
| Assets. Value of participant loans | 2018-12-31 | $177,180 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $170,462 |
| Value of corrective distributions | 2018-12-31 | $4,901 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $17,665 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Total income from all sources | 2018-03-31 | $546,528 |
| Expenses. Total of all expenses incurred | 2018-03-31 | $64,196 |
| Benefits paid (including direct rollovers) | 2018-03-31 | $42,930 |
| Total plan assets at end of year | 2018-03-31 | $3,367,405 |
| Total plan assets at beginning of year | 2018-03-31 | $2,885,073 |
| Value of fidelity bond covering the plan | 2018-03-31 | $65,000 |
| Total contributions received or receivable from participants | 2018-03-31 | $145,702 |
| Other income received | 2018-03-31 | $193,483 |
| Net income (gross income less expenses) | 2018-03-31 | $482,332 |
| Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $3,367,405 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $2,885,073 |
| Assets. Value of participant loans | 2018-03-31 | $126,511 |
| Total contributions received or receivable from employer(s) | 2018-03-31 | $207,343 |
| Value of certain deemed distributions of participant loans | 2018-03-31 | $21,266 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $0 |
| 2017 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-03-31 | $484,004 |
| Expenses. Total of all expenses incurred | 2017-03-31 | $225,787 |
| Benefits paid (including direct rollovers) | 2017-03-31 | $207,464 |
| Total plan assets at end of year | 2017-03-31 | $2,885,073 |
| Total plan assets at beginning of year | 2017-03-31 | $2,626,856 |
| Value of fidelity bond covering the plan | 2017-03-31 | $65,000 |
| Total contributions received or receivable from participants | 2017-03-31 | $144,119 |
| Other income received | 2017-03-31 | $227,243 |
| Net income (gross income less expenses) | 2017-03-31 | $258,217 |
| Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $2,885,073 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $2,626,856 |
| Assets. Value of participant loans | 2017-03-31 | $114,150 |
| Total contributions received or receivable from employer(s) | 2017-03-31 | $112,642 |
| Value of certain deemed distributions of participant loans | 2017-03-31 | $18,323 |
| 2016 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-03-31 | $324,155 |
| Expenses. Total of all expenses incurred | 2016-03-31 | $51,547 |
| Benefits paid (including direct rollovers) | 2016-03-31 | $35,041 |
| Total plan assets at end of year | 2016-03-31 | $2,626,856 |
| Total plan assets at beginning of year | 2016-03-31 | $2,354,248 |
| Value of fidelity bond covering the plan | 2016-03-31 | $65,000 |
| Total contributions received or receivable from participants | 2016-03-31 | $128,778 |
| Other income received | 2016-03-31 | $-4,162 |
| Net income (gross income less expenses) | 2016-03-31 | $272,608 |
| Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $2,626,856 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $2,354,248 |
| Assets. Value of participant loans | 2016-03-31 | $103,896 |
| Total contributions received or receivable from employer(s) | 2016-03-31 | $199,539 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-03-31 | $16,506 |
| 2015 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-03-31 | $383,882 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $77,762 |
| Benefits paid (including direct rollovers) | 2015-03-31 | $58,851 |
| Total plan assets at end of year | 2015-03-31 | $2,354,248 |
| Total plan assets at beginning of year | 2015-03-31 | $2,048,128 |
| Value of fidelity bond covering the plan | 2015-03-31 | $65,000 |
| Total contributions received or receivable from participants | 2015-03-31 | $91,402 |
| Other income received | 2015-03-31 | $97,437 |
| Net income (gross income less expenses) | 2015-03-31 | $306,120 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $2,354,248 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $2,048,128 |
| Assets. Value of participant loans | 2015-03-31 | $119,909 |
| Total contributions received or receivable from employer(s) | 2015-03-31 | $195,043 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-03-31 | $18,911 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
| 2014 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-03-31 | $376,990 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $173,532 |
| Benefits paid (including direct rollovers) | 2014-03-31 | $156,485 |
| Total plan assets at end of year | 2014-03-31 | $2,048,128 |
| Total plan assets at beginning of year | 2014-03-31 | $1,844,670 |
| Total contributions received or receivable from participants | 2014-03-31 | $86,954 |
| Other income received | 2014-03-31 | $199,609 |
| Net income (gross income less expenses) | 2014-03-31 | $203,458 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $2,048,128 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $1,844,670 |
| Assets. Value of participant loans | 2014-03-31 | $83,960 |
| Total contributions received or receivable from employer(s) | 2014-03-31 | $90,427 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-03-31 | $17,047 |
| 2013 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-03-31 | $270,071 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $123,126 |
| Benefits paid (including direct rollovers) | 2013-03-31 | $106,454 |
| Total plan assets at end of year | 2013-03-31 | $1,844,670 |
| Total plan assets at beginning of year | 2013-03-31 | $1,697,725 |
| Total contributions received or receivable from participants | 2013-03-31 | $70,529 |
| Other income received | 2013-03-31 | $117,532 |
| Net income (gross income less expenses) | 2013-03-31 | $146,945 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $1,844,670 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $1,697,725 |
| Assets. Value of participant loans | 2013-03-31 | $85,132 |
| Total contributions received or receivable from employer(s) | 2013-03-31 | $82,010 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-03-31 | $16,672 |
| 2022: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | Submission has been amended | No |
| 2018-04-01 | This submission is the final filing | No |
| 2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-04-01 | Plan is a collectively bargained plan | No |
| 2018-04-01 | Plan funding arrangement – Insurance | Yes |
| 2018-04-01 | Plan funding arrangement – Trust | Yes |
| 2018-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-04-01 | Plan benefit arrangement - Trust | Yes |
| 2017: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Submission has been amended | No |
| 2017-04-01 | This submission is the final filing | No |
| 2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-04-01 | Plan is a collectively bargained plan | No |
| 2017-04-01 | Plan funding arrangement – Insurance | Yes |
| 2017-04-01 | Plan funding arrangement – Trust | Yes |
| 2017-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-04-01 | Plan benefit arrangement - Trust | Yes |
| 2016: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Submission has been amended | No |
| 2016-04-01 | This submission is the final filing | No |
| 2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-04-01 | Plan is a collectively bargained plan | No |
| 2016-04-01 | Plan funding arrangement – Insurance | Yes |
| 2016-04-01 | Plan funding arrangement – Trust | Yes |
| 2016-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-04-01 | Plan benefit arrangement - Trust | Yes |
| 2015: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Submission has been amended | No |
| 2015-04-01 | This submission is the final filing | No |
| 2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-04-01 | Plan is a collectively bargained plan | No |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan funding arrangement – Trust | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement - Trust | Yes |
| 2014: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Submission has been amended | No |
| 2014-04-01 | This submission is the final filing | No |
| 2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-04-01 | Plan is a collectively bargained plan | No |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan funding arrangement – Trust | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement - Trust | Yes |
| 2013: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Submission has been amended | No |
| 2013-04-01 | This submission is the final filing | No |
| 2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-04-01 | Plan is a collectively bargained plan | No |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan funding arrangement – Trust | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement - Trust | Yes |
| 2012: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Submission has been amended | No |
| 2012-04-01 | This submission is the final filing | No |
| 2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-04-01 | Plan is a collectively bargained plan | No |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan funding arrangement – Trust | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 648260 |
| Policy instance | 1 |
| Insurance contract or identification number | 648260 | | Number of Individuals Covered | 90 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $9,508 | | Total amount of fees paid to insurance company | USD $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 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? | Yes | | 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 $3,803 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 648260 |
| Policy instance | 1 |
| Insurance contract or identification number | 648260 | | Number of Individuals Covered | 92 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $9,890 | | Total amount of fees paid to insurance company | USD $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 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? | Yes | | 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 $3,957 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 648260 |
| Policy instance | 1 |
| Insurance contract or identification number | 648260 | | Number of Individuals Covered | 97 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $8,921 | | Total amount of fees paid to insurance company | USD $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 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 | | Commission paid to Insurance Broker | USD $3,568 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 648260 |
| Policy instance | 1 |
| Insurance contract or identification number | 648260 | | Number of Individuals Covered | 90 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $7,654 | | Total amount of fees paid to insurance company | USD $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 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 | | Commission paid to Insurance Broker | USD $3,062 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 648260 |
| Policy instance | 1 |
| Insurance contract or identification number | 648260 | | Number of Individuals Covered | 71 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $7,112 | | Total amount of fees paid to insurance company | USD $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 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 | | Commission paid to Insurance Broker | USD $2,845 | | Insurance broker organization code? | 3 | | Insurance broker name | JOSEPH DIMORA, CLU |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 648260 |
| Policy instance | 1 |
| Insurance contract or identification number | 648260 | | Number of Individuals Covered | 97 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $6,500 | | Total amount of fees paid to insurance company | USD $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 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? | Yes | | 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 | | Commission paid to Insurance Broker | USD $2,600 | | Insurance broker organization code? | 3 | | Insurance broker name | JOSEPH DIMORA, CLU |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 648260 |
| Policy instance | 1 |
| Insurance contract or identification number | 648260 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $5,023 | | 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? | Yes | | 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 | | Commission paid to Insurance Broker | USD $2,037 | | Insurance broker organization code? | 3 | | Insurance broker name | JOSEPH DIMORA, CLU |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 648260 |
| Policy instance | 1 |
| Insurance contract or identification number | 648260 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $4,190 | | 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? | Yes | | 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 | | Commission paid to Insurance Broker | USD $908 | | Insurance broker organization code? | 3 | | Insurance broker name | ALEXANDER P. HENN |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 648260 |
| Policy instance | 1 |
| Insurance contract or identification number | 648260 | | Number of Individuals Covered | 105 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $3,952 | | 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? | Yes | | 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 | | Commission paid to Insurance Broker | USD $1,976 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | JOESPH A. DIMORA, CLU |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 648260 |
| Policy instance | 1 |
| Insurance contract or identification number | 648260 | | Number of Individuals Covered | 90 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $3,600 | | 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? | Yes | | 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 | | Commission paid to Insurance Broker | USD $1,800 | | Insurance broker organization code? | 3 | | Insurance broker name | JOESPH A. DIMORA, CLU |
|
