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JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 401k Plan overview

Plan NameJOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN
Plan identification number 002

JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JOINT EFFORT MARKETING SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:JOINT EFFORT MARKETING SERVICES, LLC
Employer identification number (EIN):200599303
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01W. GLENN LONGMIRE2024-05-29
0022022-01-01WALTER GLENN LONGMIRE2023-06-01
0022021-01-01WALTER G LONGMIRE2022-05-06
0022020-01-01W. GLENN LONGMIRE2021-05-24
0022019-01-01WALTER GLENN LONGMIRE2020-06-15
0022018-01-01WALTER GLENN LONGMIRE2019-06-10
0022017-01-01WALTER G. LONGMIRE2018-05-18
0022016-01-01WALTER G LONGMIRE2017-06-19
0022015-01-01CHERYL HASKINS
0022014-01-01CHERYL HASKINS
0022013-01-01CHERYL HASKINS
0022012-01-01CHERYL HASKINS
0022011-01-01CHERYL HASKINS
0022010-01-01CHERYL HASKINS
0022009-01-01CHERYL HASKINS

Plan Statistics for JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN

401k plan membership statisitcs for JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN

Measure Date Value
2015: JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0115
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0115
Total participants2015-01-0115
Number of participants with account balances2015-01-0115
2014: JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-0113
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0115
Total participants2014-01-0115
Number of participants with account balances2014-01-0115
2013: JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0116
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0116
Total participants2013-01-0116
Number of participants with account balances2013-01-0113
2012: JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0116
Total participants2012-01-0116
2011: JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0121
Total participants2011-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0134
Total number of active participants reported on line 7a of the Form 55002010-01-0116
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-0124
Total participants2010-01-0124
Number of participants with account balances2010-01-0124
2009: JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0122
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0134
Total participants2009-01-0134
Number of participants with account balances2009-01-0128

Financial Data on JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN

Measure Date Value
2015 : JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$-499
Expenses. Total of all expenses incurred2015-12-31$6
Total plan assets at end of year2015-12-31$1,874,228
Total plan assets at beginning of year2015-12-31$1,874,733
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$32,894
Other income received2015-12-31$-33,393
Net income (gross income less expenses)2015-12-31$-505
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,874,228
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,874,733
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6
2014 : JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$99,192
Expenses. Total of all expenses incurred2014-12-31$16,320
Benefits paid (including direct rollovers)2014-12-31$16,320
Total plan assets at end of year2014-12-31$1,874,733
Total plan assets at beginning of year2014-12-31$1,791,861
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$12,815
Other income received2014-12-31$86,377
Net income (gross income less expenses)2014-12-31$82,872
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,874,733
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,791,861
2013 : JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$335,544
Total plan assets at end of year2013-12-31$1,791,861
Total plan assets at beginning of year2013-12-31$1,456,317
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$12,394
Other income received2013-12-31$323,150
Net income (gross income less expenses)2013-12-31$335,544
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,791,861
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,456,317
2012 : JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$211,987
Expenses. Total of all expenses incurred2012-12-31$10,336
Benefits paid (including direct rollovers)2012-12-31$10,111
Total plan assets at end of year2012-12-31$1,456,317
Total plan assets at beginning of year2012-12-31$1,254,666
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$11,532
Other income received2012-12-31$200,455
Net income (gross income less expenses)2012-12-31$201,651
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,456,317
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,254,666
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$225
2011 : JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$-55,033
Expenses. Total of all expenses incurred2011-12-31$16,737
Benefits paid (including direct rollovers)2011-12-31$16,587
Total plan assets at end of year2011-12-31$1,254,666
Total plan assets at beginning of year2011-12-31$1,326,436
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$32,223
Other income received2011-12-31$-87,256
Net income (gross income less expenses)2011-12-31$-71,770
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,254,666
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,326,436
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$3,304
2010 : JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$224,305
Expenses. Total of all expenses incurred2010-12-31$49,084
Benefits paid (including direct rollovers)2010-12-31$48,884
Total plan assets at end of year2010-12-31$1,326,436
Total plan assets at beginning of year2010-12-31$1,151,215
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$45,062
Other income received2010-12-31$166,950
Net income (gross income less expenses)2010-12-31$175,221
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,326,436
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,151,215
Total contributions received or receivable from employer(s)2010-12-31$12,293
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$200

Form 5500 Responses for JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN

2015: JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOINT EFFORT MARKETING SERVICES, LLC PROFIT SHARING/401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916133-01
Policy instance 1
Insurance contract or identification number916133-01
Number of Individuals Covered15
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,026
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,026
Insurance broker organization code?3
Insurance broker nameJAMES IZETT - IFG, LLC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916133-01
Policy instance 1
Insurance contract or identification number916133-01
Number of Individuals Covered15
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,746
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,271
Insurance broker organization code?3
Insurance broker nameJAMES IZETT - IFG LLC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916133-01
Policy instance 2
Insurance contract or identification number916133-01
Number of Individuals Covered16
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878586
Policy instance 1
Insurance contract or identification number878586
Number of Individuals Covered16
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,432
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,432
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS INC/ JHW
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878586
Policy instance 1
Insurance contract or identification number878586
Number of Individuals Covered16
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,435
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,762
Insurance broker organization code?3
Insurance broker nameAXA ADVISORS LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878586
Policy instance 1
Insurance contract or identification number878586
Number of Individuals Covered21
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,263
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ING LIFE INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878586
Policy instance 1
Insurance contract or identification number878586
Number of Individuals Covered24
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,672
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,672
Insurance broker organization code?3
Insurance broker nameAXA NETWORK, LLC

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