JOHNSON DUFFIE STEWART ET AL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHNSON, DUFFIE, STEWART & WEIDNER EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2024 : JOHNSON, DUFFIE, STEWART & WEIDNER EMPLOYEE BENEFIT PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-05-31 | $36,430 |
| Total plan liabilities at beginning of year | 2024-05-31 | $52,278 |
| Total income from all sources | 2024-05-31 | $471,689 |
| Expenses. Total of all expenses incurred | 2024-05-31 | $469,453 |
| Benefits paid (including direct rollovers) | 2024-05-31 | $296,885 |
| Total plan assets at end of year | 2024-05-31 | $67,972 |
| Total plan assets at beginning of year | 2024-05-31 | $81,584 |
| Value of fidelity bond covering the plan | 2024-05-31 | $325,000 |
| Total contributions received or receivable from participants | 2024-05-31 | $163,499 |
| Expenses. Other expenses not covered elsewhere | 2024-05-31 | $170,666 |
| Contributions received from other sources (not participants or employers) | 2024-05-31 | $3,466 |
| Other income received | 2024-05-31 | $758 |
| Net income (gross income less expenses) | 2024-05-31 | $2,236 |
| Net plan assets at end of year (total assets less liabilities) | 2024-05-31 | $31,542 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-05-31 | $29,306 |
| Total contributions received or receivable from employer(s) | 2024-05-31 | $303,966 |
| Value of corrective distributions | 2024-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-05-31 | $1,902 |
| 2023 : JOHNSON, DUFFIE, STEWART & WEIDNER EMPLOYEE BENEFIT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-05-31 | $52,278 |
| Total plan liabilities at beginning of year | 2023-05-31 | $59,991 |
| Total income from all sources | 2023-05-31 | $415,819 |
| Expenses. Total of all expenses incurred | 2023-05-31 | $398,413 |
| Benefits paid (including direct rollovers) | 2023-05-31 | $254,426 |
| Total plan assets at end of year | 2023-05-31 | $81,584 |
| Total plan assets at beginning of year | 2023-05-31 | $71,891 |
| Value of fidelity bond covering the plan | 2023-05-31 | $200,000 |
| Total contributions received or receivable from participants | 2023-05-31 | $159,062 |
| Expenses. Other expenses not covered elsewhere | 2023-05-31 | $142,211 |
| Contributions received from other sources (not participants or employers) | 2023-05-31 | $0 |
| Other income received | 2023-05-31 | $537 |
| Net income (gross income less expenses) | 2023-05-31 | $17,406 |
| Net plan assets at end of year (total assets less liabilities) | 2023-05-31 | $29,306 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-05-31 | $11,900 |
| Total contributions received or receivable from employer(s) | 2023-05-31 | $256,220 |
| Value of corrective distributions | 2023-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-05-31 | $1,776 |
| 2022 : JOHNSON, DUFFIE, STEWART & WEIDNER EMPLOYEE BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-05-31 | $59,991 |
| Total plan liabilities at beginning of year | 2022-05-31 | $17,901 |
| Total income from all sources | 2022-05-31 | $360,277 |
| Expenses. Total of all expenses incurred | 2022-05-31 | $348,377 |
| Benefits paid (including direct rollovers) | 2022-05-31 | $221,812 |
| Total plan assets at end of year | 2022-05-31 | $71,891 |
| Total plan assets at beginning of year | 2022-05-31 | $17,901 |
| Value of fidelity bond covering the plan | 2022-05-31 | $200,000 |
| Total contributions received or receivable from participants | 2022-05-31 | $148,496 |
| Expenses. Other expenses not covered elsewhere | 2022-05-31 | $123,366 |
| Contributions received from other sources (not participants or employers) | 2022-05-31 | $2,672 |
| Other income received | 2022-05-31 | $14 |
| Net income (gross income less expenses) | 2022-05-31 | $11,900 |
| Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $11,900 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-05-31 | $209,095 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-05-31 | $3,199 |
| 2021 : JOHNSON, DUFFIE, STEWART & WEIDNER EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-05-31 | $17,901 |
| Total plan liabilities at beginning of year | 2021-05-31 | $22,458 |
| Total income from all sources | 2021-05-31 | $271,614 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $273,571 |
| Benefits paid (including direct rollovers) | 2021-05-31 | $179,262 |
| Total plan assets at end of year | 2021-05-31 | $17,901 |
| Total plan assets at beginning of year | 2021-05-31 | $24,415 |
| Value of fidelity bond covering the plan | 2021-05-31 | $200,000 |
| Total contributions received or receivable from participants | 2021-05-31 | $103,285 |
| Expenses. Other expenses not covered elsewhere | 2021-05-31 | $82,227 |
| Other income received | 2021-05-31 | $3 |
| Net income (gross income less expenses) | 2021-05-31 | $-1,957 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $1,957 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $168,326 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $12,082 |
| 2020 : JOHNSON, DUFFIE, STEWART & WEIDNER EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-05-31 | $22,458 |
| Total plan liabilities at beginning of year | 2020-05-31 | $24,862 |
| Total income from all sources | 2020-05-31 | $247,880 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $245,923 |
| Benefits paid (including direct rollovers) | 2020-05-31 | $137,064 |
| Total plan assets at end of year | 2020-05-31 | $24,415 |
| Total plan assets at beginning of year | 2020-05-31 | $24,862 |
| Value of fidelity bond covering the plan | 2020-05-31 | $200,000 |
| Total contributions received or receivable from participants | 2020-05-31 | $97,938 |
| Expenses. Other expenses not covered elsewhere | 2020-05-31 | $87,721 |
| Other income received | 2020-05-31 | $21 |
| Net income (gross income less expenses) | 2020-05-31 | $1,957 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $1,957 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-05-31 | $149,921 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-05-31 | $21,138 |
| 2019 : JOHNSON, DUFFIE, STEWART & WEIDNER EMPLOYEE BENEFIT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-05-31 | $24,862 |
| Total income from all sources | 2019-05-31 | $273,778 |
| Expenses. Total of all expenses incurred | 2019-05-31 | $273,778 |
| Benefits paid (including direct rollovers) | 2019-05-31 | $162,871 |
| Total plan assets at end of year | 2019-05-31 | $24,862 |
| Value of fidelity bond covering the plan | 2019-05-31 | $200,000 |
| Total contributions received or receivable from participants | 2019-05-31 | $98,343 |
| Expenses. Other expenses not covered elsewhere | 2019-05-31 | $86,249 |
| Other income received | 2019-05-31 | $10 |
| Net income (gross income less expenses) | 2019-05-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2019-05-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-05-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-05-31 | $175,425 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-05-31 | $24,658 |
| 2023: JOHNSON, DUFFIE, STEWART & WEIDNER EMPLOYEE BENEFIT PLAN 2023 form 5500 responses |
|---|
| 2023-06-01 | Type of plan entity | Single employer plan |
| 2023-06-01 | Submission has been amended | No |
| 2023-06-01 | This submission is the final filing | No |
| 2023-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-06-01 | Plan is a collectively bargained plan | No |
| 2023-06-01 | Plan funding arrangement – Insurance | Yes |
| 2023-06-01 | Plan funding arrangement – Trust | Yes |
| 2023-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-06-01 | Plan benefit arrangement - Trust | Yes |
| 2022: JOHNSON, DUFFIE, STEWART & WEIDNER EMPLOYEE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Submission has been amended | No |
| 2022-06-01 | This submission is the final filing | No |
| 2022-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-06-01 | Plan is a collectively bargained plan | No |
| 2022-06-01 | Plan funding arrangement – Insurance | Yes |
| 2022-06-01 | Plan funding arrangement – Trust | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-06-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JOHNSON, DUFFIE, STEWART & WEIDNER EMPLOYEE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Submission has been amended | No |
| 2021-06-01 | This submission is the final filing | No |
| 2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-06-01 | Plan is a collectively bargained plan | No |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JOHNSON, DUFFIE, STEWART & WEIDNER EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Submission has been amended | No |
| 2020-06-01 | This submission is the final filing | No |
| 2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-06-01 | Plan is a collectively bargained plan | No |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JOHNSON, DUFFIE, STEWART & WEIDNER EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Submission has been amended | No |
| 2019-06-01 | This submission is the final filing | No |
| 2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-06-01 | Plan is a collectively bargained plan | No |
| 2019-06-01 | Plan funding arrangement – Insurance | Yes |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JOHNSON, DUFFIE, STEWART & WEIDNER EMPLOYEE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | First time form 5500 has been submitted | Yes |
| 2018-06-01 | Submission has been amended | No |
| 2018-06-01 | This submission is the final filing | No |
| 2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-06-01 | Plan is a collectively bargained plan | No |
| 2018-06-01 | Plan funding arrangement – Insurance | Yes |
| 2018-06-01 | Plan funding arrangement – Trust | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-06-01 | Plan benefit arrangement - Trust | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1017326 |
| Policy instance | 3 |
| Insurance contract or identification number | 1017326 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2023-06-01 | | Insurance policy end date | 2024-05-31 | | Total amount of commissions paid to insurance broker | USD $8,173 | | Total amount of fees paid to insurance company | USD $2,585 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $57,736 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 50945 |
| Policy instance | 2 |
| Insurance contract or identification number | 50945 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2023-06-01 | | Insurance policy end date | 2024-05-31 | | Total amount of commissions paid to insurance broker | USD $154 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $3,085 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL30800028 |
| Policy instance | 1 |
| Insurance contract or identification number | SL30800028 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2023-06-01 | | Insurance policy end date | 2024-05-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $154,518 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1017326 |
| Policy instance | 3 |
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 50945 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL30800028 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1017326 |
| Policy instance | 3 |
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 50945 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL30800028 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1017326 |
| Policy instance | 3 |
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 50945 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL30800028 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1017326 |
| Policy instance | 3 |
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 50945 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL30800028 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1017326 |
| Policy instance | 3 |
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 50945 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | GENESIS |
| Policy instance | 1 |
