Plan Name | JG ADVISORY SERVICES LLC 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | JG ADVISORY SERVICES LLC |
Employer identification number (EIN): | 300316134 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about JG ADVISORY SERVICES LLC
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2005-05-11 |
Company Identification Number: | 3203467 |
Legal Registered Office Address: |
200 E 27TH ST APT 11V NEW YORK United States of America (USA) 10016 |
More information about JG ADVISORY SERVICES LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | JUDITH GROSS | |||
001 | 2017-01-01 | JUDITH GROSS | |||
001 | 2016-01-01 | JUDITH GROSS | |||
001 | 2015-01-01 | JUDITH GROSS |
Measure | Date | Value |
---|---|---|
2021: JG ADVISORY SERVICES LLC 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: JG ADVISORY SERVICES LLC 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: JG ADVISORY SERVICES LLC 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: JG ADVISORY SERVICES LLC 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: JG ADVISORY SERVICES LLC 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: JG ADVISORY SERVICES LLC 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JG ADVISORY SERVICES LLC 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2021 : JG ADVISORY SERVICES LLC 401(K) PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-06-02 | $0 |
Total plan liabilities at end of year | 2021-06-02 | $0 |
Total plan liabilities at beginning of year | 2021-06-02 | $0 |
Total income from all sources | 2021-06-02 | $11,944 |
Expenses. Total of all expenses incurred | 2021-06-02 | $188,648 |
Benefits paid (including direct rollovers) | 2021-06-02 | $188,647 |
Total plan assets at end of year | 2021-06-02 | $0 |
Total plan assets at beginning of year | 2021-06-02 | $176,704 |
Value of fidelity bond covering the plan | 2021-06-02 | $20,000 |
Total contributions received or receivable from participants | 2021-06-02 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-06-02 | $0 |
Contributions received from other sources (not participants or employers) | 2021-06-02 | $0 |
Other income received | 2021-06-02 | $9,432 |
Noncash contributions received | 2021-06-02 | $0 |
Net income (gross income less expenses) | 2021-06-02 | $-176,704 |
Net plan assets at end of year (total assets less liabilities) | 2021-06-02 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-06-02 | $176,704 |
Total contributions received or receivable from employer(s) | 2021-06-02 | $2,512 |
Value of certain deemed distributions of participant loans | 2021-06-02 | $0 |
Value of corrective distributions | 2021-06-02 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-02 | $1 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-02 | $0 |
2020 : JG ADVISORY SERVICES LLC 401(K) PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $57,634 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $176,704 |
Total plan assets at beginning of year | 2020-12-31 | $119,071 |
Value of fidelity bond covering the plan | 2020-12-31 | $20,000 |
Total contributions received or receivable from participants | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $49,740 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $57,633 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $176,704 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $119,071 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $7,894 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1 |
2019 : JG ADVISORY SERVICES LLC 401(K) PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $34,301 |
Expenses. Total of all expenses incurred | 2019-12-31 | $45 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $119,071 |
Total plan assets at beginning of year | 2019-12-31 | $84,815 |
Value of fidelity bond covering the plan | 2019-12-31 | $10,000 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $25,980 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $34,256 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $119,071 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $84,815 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $8,321 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $45 |
2018 : JG ADVISORY SERVICES LLC 401(K) PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $7,315 |
Expenses. Total of all expenses incurred | 2018-12-31 | $15 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $84,815 |
Total plan assets at beginning of year | 2018-12-31 | $77,515 |
Value of fidelity bond covering the plan | 2018-12-31 | $10,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-2,902 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $7,300 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $84,815 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $77,515 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $10,217 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $15 |
2017 : JG ADVISORY SERVICES LLC 401(K) PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $27,804 |
Expenses. Total of all expenses incurred | 2017-12-31 | $15 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $77,515 |
Total plan assets at beginning of year | 2017-12-31 | $49,726 |
Value of fidelity bond covering the plan | 2017-12-31 | $10,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $16,438 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $27,789 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $77,515 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $49,726 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $11,366 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $15 |
2016 : JG ADVISORY SERVICES LLC 401(K) PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $26,739 |
Expenses. Total of all expenses incurred | 2016-12-31 | $24 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $49,726 |
Total plan assets at beginning of year | 2016-12-31 | $23,011 |
Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
Total contributions received or receivable from participants | 2016-12-31 | $12,050 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $3,519 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $26,715 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $49,726 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $23,011 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $11,170 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $24 |
2015 : JG ADVISORY SERVICES LLC 401(K) PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $23,011 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $23,011 |
Total plan assets at beginning of year | 2015-12-31 | $0 |
Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
Total contributions received or receivable from participants | 2015-12-31 | $12,050 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $0 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $23,011 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $23,011 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $10,961 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2021: JG ADVISORY SERVICES LLC 401(K) PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: JG ADVISORY SERVICES LLC 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: JG ADVISORY SERVICES LLC 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JG ADVISORY SERVICES LLC 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JG ADVISORY SERVICES LLC 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JG ADVISORY SERVICES LLC 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JG ADVISORY SERVICES LLC 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | First time form 5500 has been submitted | Yes |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |