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JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJH BENNETT, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JH BENNETT, INC. 401(K) PROFIT SHARING 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JH BENNETT, INC. has sponsored the creation of one or more 401k plans.

Company Name:JH BENNETT, INC.
Employer identification number (EIN):231687562
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JH BENNETT, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT J. BENNETT2024-10-15
0012022-01-01ROBERT J. BENNETT2023-10-11 ROBERT J. BENNETT2023-10-11
0012021-01-01
0012020-01-01
0012019-01-01ROBERT J. BENNETT2020-10-13 ROBERT J. BENNETT2020-10-13
0012018-01-01ROBERT J. BENNETT2019-10-07 ROBERT J. BENNETT2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01ROBERT J. BENNETT
0012014-01-01ROBERT J. BENNETT
0012013-01-01
0012012-01-01ROBERT J. BENNETT2013-10-10
0012011-01-01ROBERT J. BENNETT2012-10-05
0012010-01-01ROBERT J. BENNETT2011-10-05
0012009-01-01ROBERT J BENNET DARLENE WOLFE2010-10-13

Plan Statistics for JH BENNETT, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JH BENNETT, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01231
Total number of active participants reported on line 7a of the Form 55002023-01-01192
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0130
Total of all active and inactive participants2023-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01222
Number of participants with account balances2023-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01164
Total number of active participants reported on line 7a of the Form 55002022-01-01146
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01169
Number of participants with account balances2022-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01164
Total number of active participants reported on line 7a of the Form 55002021-01-01124
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01145
Number of participants with account balances2021-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01161
Total number of active participants reported on line 7a of the Form 55002020-01-01124
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01143
Number of participants with account balances2020-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01152
Total number of active participants reported on line 7a of the Form 55002019-01-01127
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01140
Number of participants with account balances2019-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01155
Total number of active participants reported on line 7a of the Form 55002018-01-01128
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01147
Number of participants with account balances2018-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01128
Total number of active participants reported on line 7a of the Form 55002017-01-01110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01130
Number of participants with account balances2017-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01151
Total number of active participants reported on line 7a of the Form 55002016-01-01115
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01128
Number of participants with account balances2016-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01149
Total number of active participants reported on line 7a of the Form 55002015-01-01121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01129
Number of participants with account balances2015-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-01120
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01129
Number of participants with account balances2014-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2009: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01111
Total number of active participants reported on line 7a of the Form 55002009-01-0172
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0179
Number of participants with account balances2009-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on JH BENNETT, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$8,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,387,088
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$410,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$356,852
Value of total corrective distributions2023-12-31$5,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$533,924
Value of total assets at end of year2023-12-31$6,157,532
Value of total assets at beginning of year2023-12-31$5,172,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$48,183
Total interest from all sources2023-12-31$8,249
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$390,978
Participant contributions at end of year2023-12-31$138,798
Participant contributions at beginning of year2023-12-31$89,970
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$8,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$2,125
Total non interest bearing cash at beginning of year2023-12-31$91
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$976,481
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,148,873
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,172,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$21,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$6,014,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$5,082,319
Interest on participant loans2023-12-31$8,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$844,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$142,946
Employer contributions (assets) at end of year2023-12-31$2,412
Employer contributions (assets) at beginning of year2023-12-31$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$356,852
Contract administrator fees2023-12-31$26,561
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BUCKNO LISICKY & CO.
Accountancy firm EIN2023-12-31232426656
2022 : JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-267,850
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$716,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$649,114
Value of total corrective distributions2022-12-31$23,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$675,292
Value of total assets at end of year2022-12-31$5,172,392
Value of total assets at beginning of year2022-12-31$6,157,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,507
Total interest from all sources2022-12-31$3,912
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$409,546
Participant contributions at end of year2022-12-31$89,970
Participant contributions at beginning of year2022-12-31$93,301
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$136,385
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$18
Administrative expenses (other) incurred2022-12-31$1,225
Total non interest bearing cash at end of year2022-12-31$91
Total non interest bearing cash at beginning of year2022-12-31$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-984,727
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,172,392
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,157,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$20,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,082,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,063,081
Interest on participant loans2022-12-31$3,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-947,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$129,361
Employer contributions (assets) at end of year2022-12-31$12
Employer contributions (assets) at beginning of year2022-12-31$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$649,096
Contract administrator fees2022-12-31$22,935
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BUCKNO LISICKY & CO.
Accountancy firm EIN2022-12-31232426656
2021 : JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,325,409
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$619,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$555,342
Value of total corrective distributions2021-12-31$13,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$616,216
Value of total assets at end of year2021-12-31$6,157,119
Value of total assets at beginning of year2021-12-31$5,450,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,239
Total interest from all sources2021-12-31$4,785
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$366,836
Participant contributions at end of year2021-12-31$93,301
Participant contributions at beginning of year2021-12-31$114,748
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$6,781
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$130,590
Administrative expenses (other) incurred2021-12-31$1,075
Total non interest bearing cash at end of year2021-12-31$725
Total non interest bearing cash at beginning of year2021-12-31$1,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$706,138
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,157,119
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,450,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$23,171
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,063,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,326,648
Interest on participant loans2021-12-31$4,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$704,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$118,790
Employer contributions (assets) at end of year2021-12-31$12
Employer contributions (assets) at beginning of year2021-12-31$1,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$555,342
Contract administrator fees2021-12-31$25,993
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BUCKNO LISICKY & CO.
Accountancy firm EIN2021-12-31232426656
2020 : JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$954,705
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$183,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$122,566
Value of total corrective distributions2020-12-31$20,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$345,386
Value of total assets at end of year2020-12-31$5,450,981
Value of total assets at beginning of year2020-12-31$4,679,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,239
Total interest from all sources2020-12-31$5,172
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$260,842
Participant contributions at end of year2020-12-31$114,748
Participant contributions at beginning of year2020-12-31$73,555
Participant contributions at end of year2020-12-31$6,781
Participant contributions at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,026
Total non interest bearing cash at end of year2020-12-31$1,269
Total non interest bearing cash at beginning of year2020-12-31$2,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$771,552
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,450,981
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,679,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$18,361
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,326,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,603,486
Interest on participant loans2020-12-31$5,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$604,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$84,544
Employer contributions (assets) at end of year2020-12-31$1,535
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$122,566
Contract administrator fees2020-12-31$20,852
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BUCKNO LISICKY & CO.
Accountancy firm EIN2020-12-31232426656
2019 : JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,505,829
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$366,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$310,139
Value of total corrective distributions2019-12-31$21,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$751,874
Value of total assets at end of year2019-12-31$4,679,429
Value of total assets at beginning of year2019-12-31$3,540,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,459
Total interest from all sources2019-12-31$4,887
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,631
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$268,763
Participant contributions at end of year2019-12-31$73,555
Participant contributions at beginning of year2019-12-31$101,556
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$384,162
Administrative expenses (other) incurred2019-12-31$18,090
Total non interest bearing cash at end of year2019-12-31$2,388
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,139,144
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,679,429
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,540,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$15,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,603,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,438,729
Interest on participant loans2019-12-31$4,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$749,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$98,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$310,139
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BUCKNO LISICKY & CO.
Accountancy firm EIN2019-12-31232426656
2018 : JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$92,961
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$202,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$135,973
Value of total corrective distributions2018-12-31$34,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$339,642
Value of total assets at end of year2018-12-31$3,540,285
Value of total assets at beginning of year2018-12-31$3,649,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,115
Total interest from all sources2018-12-31$5,482
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,125
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$255,770
Participant contributions at end of year2018-12-31$101,556
Participant contributions at beginning of year2018-12-31$101,576
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$16
Administrative expenses (other) incurred2018-12-31$16,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-109,445
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,540,285
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,649,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$14,498
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,438,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,548,133
Interest on participant loans2018-12-31$5,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-252,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$83,872
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$135,973
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BUCKNO LISICKY & CO.
Accountancy firm EIN2018-12-31232426656
2017 : JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$995,776
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$529,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$479,501
Expenses. Certain deemed distributions of participant loans2017-12-31$2,121
Value of total corrective distributions2017-12-31$14,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$516,324
Value of total assets at end of year2017-12-31$3,649,730
Value of total assets at beginning of year2017-12-31$3,183,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,807
Total interest from all sources2017-12-31$4,680
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$4,655
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$309,095
Participant contributions at end of year2017-12-31$101,576
Participant contributions at beginning of year2017-12-31$48,673
Participant contributions at end of year2017-12-31$16
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$104,175
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$517
Other income not declared elsewhere2017-12-31$1,500
Administrative expenses (other) incurred2017-12-31$12,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$465,822
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,649,730
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,183,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$11,396
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,548,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,757,104
Interest on participant loans2017-12-31$4,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$378,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$378,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$473,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$103,054
Employer contributions (assets) at end of year2017-12-31$5
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$478,984
Contract administrator fees2017-12-31$5,126
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BUCKNO LISICKY & CO.
Accountancy firm EIN2017-12-31232426656
2016 : JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$559,746
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$356,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$301,697
Expenses. Certain deemed distributions of participant loans2016-12-31$10,967
Value of total corrective distributions2016-12-31$4,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$339,910
Value of total assets at end of year2016-12-31$3,183,908
Value of total assets at beginning of year2016-12-31$2,980,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,294
Total interest from all sources2016-12-31$1,048
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$82,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$82,340
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$265,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$240,138
Participant contributions at end of year2016-12-31$48,673
Participant contributions at beginning of year2016-12-31$41,861
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$2
Administrative expenses (other) incurred2016-12-31$1,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$203,468
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,183,908
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,980,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$19,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,757,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,796,276
Interest on participant loans2016-12-31$1,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$378,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$142,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$142,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$136,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$99,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$301,697
Contract administrator fees2016-12-31$18,855
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BUCKNO LISICKY & CO.
Accountancy firm EIN2016-12-31232426656
2015 : JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$318,649
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$100,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$44,678
Expenses. Certain deemed distributions of participant loans2015-12-31$15,366
Value of total corrective distributions2015-12-31$2,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$333,720
Value of total assets at end of year2015-12-31$2,980,440
Value of total assets at beginning of year2015-12-31$2,761,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,482
Total interest from all sources2015-12-31$1,657
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$62,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$62,747
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$265,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$241,064
Participant contributions at end of year2015-12-31$41,861
Participant contributions at beginning of year2015-12-31$44,863
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$2,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$218,618
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,980,440
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,761,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$22,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,796,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,587,286
Interest on participant loans2015-12-31$1,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$142,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$129,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$129,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-79,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$92,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$44,678
Contract administrator fees2015-12-31$11,876
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BUCKNO LISICKY & CO.
Accountancy firm EIN2015-12-31232426656
2014 : JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$422,388
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$302,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$264,617
Expenses. Certain deemed distributions of participant loans2014-12-31$2,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$266,372
Value of total assets at end of year2014-12-31$2,761,822
Value of total assets at beginning of year2014-12-31$2,642,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,481
Total interest from all sources2014-12-31$2,067
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$58,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$58,461
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$265,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$185,702
Participant contributions at end of year2014-12-31$44,863
Participant contributions at beginning of year2014-12-31$34,157
Participant contributions at end of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-573
Administrative expenses (other) incurred2014-12-31$3,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$119,576
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,761,822
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,642,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$21,752
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,587,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,486,130
Interest on participant loans2014-12-31$2,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$129,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$121,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$121,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$96,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$80,670
Employer contributions (assets) at end of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$264,617
Contract administrator fees2014-12-31$9,889
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BUCKNO LISICKY & CO.
Accountancy firm EIN2014-12-31232426656
2009 : JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JH BENNETT, INC. 401(K) PROFIT SHARING PLAN

2023: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2009: JH BENNETT, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number126985
Policy instance 1
Insurance contract or identification number126985
Number of Individuals Covered201
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,749
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number126985
Policy instance 1
Insurance contract or identification number126985
Number of Individuals Covered195
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,632
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees2632
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number126985
Policy instance 1
Insurance contract or identification number126985
Number of Individuals Covered193
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,922
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees2922
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number126985
Policy instance 1
Insurance contract or identification number126985
Number of Individuals Covered88
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,320
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees2320
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number126985
Policy instance 1
Insurance contract or identification number126985
Number of Individuals Covered76
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,966
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees1966
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number126985
Policy instance 1
Insurance contract or identification number126985
Number of Individuals Covered79
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,281
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees2281
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number126985
Policy instance 1
Insurance contract or identification number126985
Number of Individuals Covered81
Insurance policy start date2017-01-10
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,346
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees15346
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
Insurance broker nameGF PENSION CORP

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