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EMPLOYEE HEALTH PLAN OF JOANDY, INC. 401k Plan overview

Plan NameEMPLOYEE HEALTH PLAN OF JOANDY, INC.
Plan identification number 501

EMPLOYEE HEALTH PLAN OF JOANDY, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

JOANDY INC. has sponsored the creation of one or more 401k plans.

Company Name:JOANDY INC.
Employer identification number (EIN):201188996
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF JOANDY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-05-01
5012022-05-01JOAN HOLMES
5012021-05-01
5012021-05-01JOAN HOLMES
5012020-05-01
5012019-05-01
5012018-05-01
5012017-05-01JOAN DAHL
5012016-10-01JOAN DAHL

Financial Data on EMPLOYEE HEALTH PLAN OF JOANDY, INC.

Measure Date Value
2023 : EMPLOYEE HEALTH PLAN OF JOANDY, INC. 2023 401k financial data
Total income from all sources2023-04-30$22,258
Expenses. Total of all expenses incurred2023-04-30$23,352
Benefits paid (including direct rollovers)2023-04-30$10,145
Total plan assets at beginning of year2023-04-30$1,094
Value of fidelity bond covering the plan2023-04-30$2,000
Expenses. Other expenses not covered elsewhere2023-04-30$13,207
Net income (gross income less expenses)2023-04-30$-1,094
Net plan assets at end of year (total assets less liabilities)2023-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2023-04-30$1,094
Total contributions received or receivable from employer(s)2023-04-30$22,258
2022 : EMPLOYEE HEALTH PLAN OF JOANDY, INC. 2022 401k financial data
Total income from all sources2022-04-30$20,273
Expenses. Total of all expenses incurred2022-04-30$29,994
Benefits paid (including direct rollovers)2022-04-30$17,743
Total plan assets at end of year2022-04-30$1,094
Total plan assets at beginning of year2022-04-30$10,815
Value of fidelity bond covering the plan2022-04-30$2,000
Expenses. Other expenses not covered elsewhere2022-04-30$12,251
Net income (gross income less expenses)2022-04-30$-9,721
Net plan assets at end of year (total assets less liabilities)2022-04-30$1,094
Net plan assets at beginning of year (total assets less liabilities)2022-04-30$10,815
Total contributions received or receivable from employer(s)2022-04-30$20,273
2021 : EMPLOYEE HEALTH PLAN OF JOANDY, INC. 2021 401k financial data
Total plan liabilities at beginning of year2021-04-30$0
Total income from all sources2021-04-30$52,874
Expenses. Total of all expenses incurred2021-04-30$42,973
Benefits paid (including direct rollovers)2021-04-30$12,479
Total plan assets at end of year2021-04-30$10,815
Total plan assets at beginning of year2021-04-30$914
Value of fidelity bond covering the plan2021-04-30$20,000
Expenses. Other expenses not covered elsewhere2021-04-30$30,494
Net income (gross income less expenses)2021-04-30$9,901
Net plan assets at end of year (total assets less liabilities)2021-04-30$10,815
Net plan assets at beginning of year (total assets less liabilities)2021-04-30$914
Total contributions received or receivable from employer(s)2021-04-30$52,874
2020 : EMPLOYEE HEALTH PLAN OF JOANDY, INC. 2020 401k financial data
Total plan liabilities at end of year2020-04-30$0
Total plan liabilities at beginning of year2020-04-30$0
Total income from all sources2020-04-30$57,438
Expenses. Total of all expenses incurred2020-04-30$68,445
Benefits paid (including direct rollovers)2020-04-30$34,315
Total plan assets at end of year2020-04-30$914
Total plan assets at beginning of year2020-04-30$11,921
Value of fidelity bond covering the plan2020-04-30$20,000
Expenses. Other expenses not covered elsewhere2020-04-30$34,130
Net income (gross income less expenses)2020-04-30$-11,007
Net plan assets at end of year (total assets less liabilities)2020-04-30$914
Net plan assets at beginning of year (total assets less liabilities)2020-04-30$11,921
Total contributions received or receivable from employer(s)2020-04-30$57,438
2019 : EMPLOYEE HEALTH PLAN OF JOANDY, INC. 2019 401k financial data
Total plan liabilities at end of year2019-04-30$0
Total plan liabilities at beginning of year2019-04-30$0
Total income from all sources2019-04-30$35,723
Expenses. Total of all expenses incurred2019-04-30$35,078
Benefits paid (including direct rollovers)2019-04-30$13,313
Total plan assets at end of year2019-04-30$11,921
Total plan assets at beginning of year2019-04-30$11,276
Value of fidelity bond covering the plan2019-04-30$20,000
Expenses. Other expenses not covered elsewhere2019-04-30$21,765
Net income (gross income less expenses)2019-04-30$645
Net plan assets at end of year (total assets less liabilities)2019-04-30$11,921
Net plan assets at beginning of year (total assets less liabilities)2019-04-30$11,276
Total contributions received or receivable from employer(s)2019-04-30$35,723
2018 : EMPLOYEE HEALTH PLAN OF JOANDY, INC. 2018 401k financial data
Total plan liabilities at end of year2018-04-30$0
Total plan liabilities at beginning of year2018-04-30$0
Total income from all sources2018-04-30$39,251
Expenses. Total of all expenses incurred2018-04-30$33,049
Benefits paid (including direct rollovers)2018-04-30$9,290
Total plan assets at end of year2018-04-30$11,276
Total plan assets at beginning of year2018-04-30$5,074
Value of fidelity bond covering the plan2018-04-30$10,000
Expenses. Other expenses not covered elsewhere2018-04-30$23,759
Net income (gross income less expenses)2018-04-30$6,202
Net plan assets at end of year (total assets less liabilities)2018-04-30$11,276
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$5,074
Total contributions received or receivable from employer(s)2018-04-30$39,251
2017 : EMPLOYEE HEALTH PLAN OF JOANDY, INC. 2017 401k financial data
Total plan liabilities at end of year2017-04-30$0
Total plan liabilities at beginning of year2017-04-30$0
Total income from all sources2017-04-30$22,693
Expenses. Total of all expenses incurred2017-04-30$17,619
Benefits paid (including direct rollovers)2017-04-30$4,250
Total plan assets at end of year2017-04-30$5,074
Total plan assets at beginning of year2017-04-30$0
Value of fidelity bond covering the plan2017-04-30$10,000
Expenses. Other expenses not covered elsewhere2017-04-30$13,369
Net income (gross income less expenses)2017-04-30$5,074
Net plan assets at end of year (total assets less liabilities)2017-04-30$5,074
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$0
Total contributions received or receivable from employer(s)2017-04-30$22,693

Form 5500 Responses for EMPLOYEE HEALTH PLAN OF JOANDY, INC.

2022: EMPLOYEE HEALTH PLAN OF JOANDY, INC. 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Submission has been amendedNo
2022-05-01This submission is the final filingNo
2022-05-01This return/report is a short plan year return/report (less than 12 months)No
2022-05-01Plan is a collectively bargained planNo
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement - TrustYes
2021: EMPLOYEE HEALTH PLAN OF JOANDY, INC. 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planNo
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: EMPLOYEE HEALTH PLAN OF JOANDY, INC. 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE HEALTH PLAN OF JOANDY, INC. 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE HEALTH PLAN OF JOANDY, INC. 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE HEALTH PLAN OF JOANDY, INC. 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE HEALTH PLAN OF JOANDY, INC. 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01First time form 5500 has been submittedYes
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number50012NFA0641
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number50012NFA0641
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number50011NFA0641
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number50011NFA0641
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number50011 NFA 0641
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number50011 NFA 0641
Policy instance 1

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