401k Plan data: JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES SAFE HARBOR 401(K) PLAN plan

JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan Name	JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES SAFE HARBOR 401(K) PLAN
Plan identification number	002

JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES SAFE HARBOR 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.
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

OPS, INC. DBA JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES has sponsored the creation of one or more 401k plans.

Company Name: OPS, INC. DBA JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES

Employer identification number (EIN): 201506135

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MARK PETERSON 2024-10-14 MARK PETERSON 2024-10-14
002 2022-01-01 MARK PETERSON 2023-10-03 MARK PETERSON 2023-10-03
002 2021-01-01 MARK PETERSON 2022-07-28 MARK PETERSON 2022-07-28
002 2020-01-01 MARK PETERSON 2021-10-08 MARK PETERSON 2021-10-08
002 2019-01-01 MARK PETERSON 2020-10-13 MARK PETERSON 2020-10-13
002 2018-01-01 MARK W PETERSON 2019-10-13 MARK W PETERSON 2019-10-13
002 2017-01-01 MARK PETERSON 2018-09-20 MARK PETERSON 2018-09-20
002 2016-01-01 MARK PETERSON 2017-10-11 MARK PETERSON 2017-10-11
002 2015-01-01 MARK PETERSON 2017-01-11 MARK PETERSON 2017-01-11
002 2014-01-01 MARK PETERSON 2015-11-02 MARK PETERSON 2015-11-02
002 2013-01-01 MARK PETERSON 2014-12-16 MARK PETERSON 2014-12-16
002 2012-01-01 MARK PETERSON 2013-10-15 MARK PETERSON 2013-10-15
002 2011-01-01 MARK PETERSON 2012-07-31 MARK PETERSON 2012-07-31
002 2009-01-01 DIANNA M PETERSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MARK PETERSON	2024-10-14	MARK PETERSON	2024-10-14
002	2022-01-01	MARK PETERSON	2023-10-03	MARK PETERSON	2023-10-03
002	2021-01-01	MARK PETERSON	2022-07-28	MARK PETERSON	2022-07-28
002	2020-01-01	MARK PETERSON	2021-10-08	MARK PETERSON	2021-10-08
002	2019-01-01	MARK PETERSON	2020-10-13	MARK PETERSON	2020-10-13
002	2018-01-01	MARK W PETERSON	2019-10-13	MARK W PETERSON	2019-10-13
002	2017-01-01	MARK PETERSON	2018-09-20	MARK PETERSON	2018-09-20
002	2016-01-01	MARK PETERSON	2017-10-11	MARK PETERSON	2017-10-11
002	2015-01-01	MARK PETERSON	2017-01-11	MARK PETERSON	2017-01-11
002	2014-01-01	MARK PETERSON	2015-11-02	MARK PETERSON	2015-11-02
002	2013-01-01	MARK PETERSON	2014-12-16	MARK PETERSON	2014-12-16
002	2012-01-01	MARK PETERSON	2013-10-15	MARK PETERSON	2013-10-15
002	2011-01-01	MARK PETERSON	2012-07-31	MARK PETERSON	2012-07-31
002	2009-01-01	DIANNA M PETERSON

Plan Statistics for JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES SAFE HARBOR 401(K) PLAN

Measure Date Value
2009: JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES SAFE HARBOR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES SAFE HARBOR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES SAFE HARBOR 401(K) PLAN

Measure	Date	Value
2010 : JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES SAFE HARBOR 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$208,736
Expenses. Total of all expenses incurred	2010-12-31	$50
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$830,890
Total plan assets at beginning of year	2010-12-31	$622,204
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$79,955
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$99,898
Net income (gross income less expenses)	2010-12-31	$208,686
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$830,890
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$622,204
Assets. Value of participant loans	2010-12-31	$7,332
Total contributions received or receivable from employer(s)	2010-12-31	$28,883
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	$50

Form 5500 Responses for JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES SAFE HARBOR 401(K) PLAN

2009: JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES SAFE HARBOR 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

Insurance Providers Used on plan

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

Policy contract number

941438

Policy instance

Insurance contract or identification number	941438
Number of Individuals Covered	9
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,304
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 $1,304
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

Potentially related plans

JOHNSON COMPANY PROFIT SHARING PLAN [EIN = 911550362]

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Company Name:	OPS, INC. DBA JOHNSON COMPANY MANUFACTURERS REPRESENTATIVES
Employer identification number (EIN):	201506135
NAIC Classification:	339900