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J&J NEWELL CONCRETE CONTRCT PS PLAN 401k Plan overview

Plan NameJ&J NEWELL CONCRETE CONTRCT PS PLAN
Plan identification number 001

J&J NEWELL CONCRETE CONTRCT PS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

J & J NEWELL CONCRETE CONTRACTORS, has sponsored the creation of one or more 401k plans.

Company Name:J & J NEWELL CONCRETE CONTRACTORS,
Employer identification number (EIN):362425813
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J&J NEWELL CONCRETE CONTRCT PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01VICTORIA A NEWELL2023-09-19
0012021-01-01VICTORIA A NEWELL2022-07-29 VICTORIA A NEWELL2022-07-29
0012020-01-01VICTORIA A NEWELL2021-10-04 VICTORIA A NEWELL2021-10-04
0012019-01-01VICTORIA A NEWELL2020-10-08
0012018-01-01VICTORIA A NEWELL2019-06-25 VICTORIA A NEWELL2019-06-25
0012017-01-01VICTORIA A NEWELL2018-10-12 VICTORIA A NEWELL2018-10-12
0012016-01-01VICTORIA NEWELL2017-07-12 VICTORIA NEWELL2017-07-12
0012015-01-01VICTORIA A NEWELL2016-07-13 VICTORIA A NEWELL2016-07-13
0012014-01-01VICTORIA A NEWELL
0012013-01-01VICTORIA NEWELL VICTORIA NEWELL2014-06-18
0012012-01-01VICTORIA NEWELL VICTORIA NEWELL2013-07-02
0012011-01-01VICTORIA NEWELL
0012010-01-01VICTORIA NEWELL
0012009-01-01VICTORIA NEWELL

Plan Statistics for J&J NEWELL CONCRETE CONTRCT PS PLAN

401k plan membership statisitcs for J&J NEWELL CONCRETE CONTRCT PS PLAN

Measure Date Value
2014: J&J NEWELL CONCRETE CONTRCT PS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: J&J NEWELL CONCRETE CONTRCT PS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: J&J NEWELL CONCRETE CONTRCT PS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: J&J NEWELL CONCRETE CONTRCT PS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: J&J NEWELL CONCRETE CONTRCT PS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: J&J NEWELL CONCRETE CONTRCT PS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on J&J NEWELL CONCRETE CONTRCT PS PLAN

Measure Date Value
2014 : J&J NEWELL CONCRETE CONTRCT PS PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$229,766
Expenses. Total of all expenses incurred2014-12-31$198,303
Benefits paid (including direct rollovers)2014-12-31$198,278
Total plan assets at end of year2014-12-31$4,464,026
Total plan assets at beginning of year2014-12-31$4,432,563
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$25
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$229,766
Net income (gross income less expenses)2014-12-31$31,463
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,464,026
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,432,563
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : J&J NEWELL CONCRETE CONTRCT PS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$415
Total income from all sources2013-12-31$669,233
Expenses. Total of all expenses incurred2013-12-31$148,005
Benefits paid (including direct rollovers)2013-12-31$148,005
Total plan assets at end of year2013-12-31$4,432,563
Total plan assets at beginning of year2013-12-31$3,910,920
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$614,233
Net income (gross income less expenses)2013-12-31$521,228
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,432,563
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,910,920
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$55,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : J&J NEWELL CONCRETE CONTRCT PS PLAN 2012 401k financial data
Total income from all sources2012-12-31$537,358
Expenses. Total of all expenses incurred2012-12-31$147,199
Benefits paid (including direct rollovers)2012-12-31$147,197
Total plan assets at end of year2012-12-31$3,910,920
Total plan assets at beginning of year2012-12-31$3,520,761
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$2
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$487,358
Net income (gross income less expenses)2012-12-31$390,159
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,910,920
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,520,761
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$50,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : J&J NEWELL CONCRETE CONTRCT PS PLAN 2011 401k financial data
Total income from all sources2011-12-31$55,130
Expenses. Total of all expenses incurred2011-12-31$147,440
Benefits paid (including direct rollovers)2011-12-31$147,440
Total plan assets at end of year2011-12-31$3,520,761
Total plan assets at beginning of year2011-12-31$3,613,071
Value of fidelity bond covering the plan2011-12-31$320,000
Other income received2011-12-31$-76,355
Net income (gross income less expenses)2011-12-31$-92,310
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,520,761
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,613,071
Total contributions received or receivable from employer(s)2011-12-31$131,485
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : J&J NEWELL CONCRETE CONTRCT PS PLAN 2010 401k financial data
Total income from all sources2010-12-31$562,928
Expenses. Total of all expenses incurred2010-12-31$140,000
Benefits paid (including direct rollovers)2010-12-31$140,000
Total plan assets at end of year2010-12-31$3,613,071
Total plan assets at beginning of year2010-12-31$3,190,143
Value of fidelity bond covering the plan2010-12-31$320,000
Other income received2010-12-31$424,195
Net income (gross income less expenses)2010-12-31$422,928
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,613,071
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,190,143
Total contributions received or receivable from employer(s)2010-12-31$138,733
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : J&J NEWELL CONCRETE CONTRCT PS 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 J&J NEWELL CONCRETE CONTRCT PS PLAN

2014: J&J NEWELL CONCRETE CONTRCT PS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: J&J NEWELL CONCRETE CONTRCT PS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: J&J NEWELL CONCRETE CONTRCT PS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: J&J NEWELL CONCRETE CONTRCT PS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: J&J NEWELL CONCRETE CONTRCT PS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: J&J NEWELL CONCRETE CONTRCT PS 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828356
Policy instance 1
Insurance contract or identification numberGA-828356
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,664
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $8,664
Insurance broker organization code?3
Insurance broker nameWOODBURY FIN SVCS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828356
Policy instance 1
Insurance contract or identification numberGA-828356
Number of Individuals Covered7
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,923
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $4,923
Insurance broker organization code?3
Insurance broker nameWOODBURY FINANCIAL SVCS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828356
Policy instance 1
Insurance contract or identification numberGA-828356
Number of Individuals Covered7
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $55,513
Total amount of fees paid to insurance companyUSD $3,701
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $55,513
Insurance broker organization code?3
Amount paid for insurance broker fees3701
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameWOODBURY FINANCIAL SVCS INC

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