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JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN 401k Plan overview

Plan NameJAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN
Plan identification number 001

JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

JAMES MARTIN ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES MARTIN ASSOCIATES, INC.
Employer identification number (EIN):362908126
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01GWEN GIRALAMO JAMES MARTIN2019-07-22
0012017-01-01GWEN GIRALAMO
0012016-01-01GWEN GIRALAMO
0012015-01-01SHARI DALZIEL
0012014-01-01SHARI DALZIEL
0012013-01-01SHARI DALZIEL2014-06-25
0012012-01-01SHARI B DALZIEL2013-07-08
0012011-01-01SHARI B DALZIEL2012-06-14
0012010-01-01SHARI DALZIEL2011-09-13

Plan Statistics for JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN

Measure Date Value
2022: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01155
Total number of active participants reported on line 7a of the Form 55002022-01-01116
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01157
Number of participants with account balances2022-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01159
Total number of active participants reported on line 7a of the Form 55002021-01-01140
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01176
Number of participants with account balances2021-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01165
Total number of active participants reported on line 7a of the Form 55002020-01-01134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01171
Number of participants with account balances2020-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01175
Total number of active participants reported on line 7a of the Form 55002019-01-01136
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01175
Number of participants with account balances2019-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01165
Total number of active participants reported on line 7a of the Form 55002018-01-01172
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01205
Number of participants with account balances2018-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01157
Total number of active participants reported on line 7a of the Form 55002017-01-01121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01158
Number of participants with account balances2017-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-0198
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01131
Number of participants with account balances2016-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01143
Total number of active participants reported on line 7a of the Form 55002015-01-0195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01127
Number of participants with account balances2015-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01144
Total number of active participants reported on line 7a of the Form 55002014-01-01107
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01127
Number of participants with account balances2014-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012

Financial Data on JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN

Measure Date Value
2022 : JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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$0
Total income from all sources (including contributions)2022-12-31$-622,275
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$113,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$110,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$305,154
Value of total assets at end of year2022-12-31$4,889,781
Value of total assets at beginning of year2022-12-31$5,625,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,563
Total interest from all sources2022-12-31$9,280
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$179,814
Participant contributions at end of year2022-12-31$66,670
Participant contributions at beginning of year2022-12-31$73,147
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-735,343
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,889,781
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,625,124
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
Value of interest in pooled separate accounts at end of year2022-12-31$4,457,488
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,235,391
Interest on participant loans2022-12-31$3,399
Interest earned on other investments2022-12-31$5,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$365,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$316,586
Net investment gain/loss from pooled separate accounts2022-12-31$-936,709
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$120,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$110,505
Contract administrator fees2022-12-31$2,563
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 name2022-12-31JAMES M MOYNA CPA PC
Accountancy firm EIN2022-12-31472940358
2021 : JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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$1,025,585
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$239,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$229,951
Value of total corrective distributions2021-12-31$7,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$230,043
Value of total assets at end of year2021-12-31$5,625,124
Value of total assets at beginning of year2021-12-31$4,839,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,310
Total interest from all sources2021-12-31$9,208
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$159,605
Participant contributions at end of year2021-12-31$73,147
Participant contributions at beginning of year2021-12-31$84,945
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$785,817
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,625,124
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,839,307
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
Value of interest in pooled separate accounts at end of year2021-12-31$5,235,391
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,447,218
Interest on participant loans2021-12-31$3,730
Interest earned on other investments2021-12-31$5,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$316,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$307,144
Net investment gain/loss from pooled separate accounts2021-12-31$786,334
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$70,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$229,951
Contract administrator fees2021-12-31$2,310
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31JAMES M MOYNA,CPA PC
Accountancy firm EIN2021-12-31472940358
2020 : JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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$661,495
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$399,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$387,965
Expenses. Certain deemed distributions of participant loans2020-12-31$302
Value of total corrective distributions2020-12-31$8,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$218,748
Value of total assets at end of year2020-12-31$4,839,307
Value of total assets at beginning of year2020-12-31$4,577,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,882
Total interest from all sources2020-12-31$10,374
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$186,622
Participant contributions at end of year2020-12-31$84,945
Participant contributions at beginning of year2020-12-31$86,756
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$261,769
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,839,307
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,577,538
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
Value of interest in pooled separate accounts at end of year2020-12-31$4,447,218
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,166,606
Interest on participant loans2020-12-31$3,839
Interest earned on other investments2020-12-31$6,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$307,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$324,176
Net investment gain/loss from pooled separate accounts2020-12-31$432,373
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$32,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$387,965
Contract administrator fees2020-12-31$2,882
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 name2020-12-31JAMES M MOYNA,CPA PC
Accountancy firm EIN2020-12-31472940358
2019 : JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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$1,128,438
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$461,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$456,323
Value of total corrective distributions2019-12-31$3,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$237,382
Value of total assets at end of year2019-12-31$4,577,538
Value of total assets at beginning of year2019-12-31$3,910,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,042
Total interest from all sources2019-12-31$11,650
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
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$202,270
Participant contributions at end of year2019-12-31$86,756
Participant contributions at beginning of year2019-12-31$95,973
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$666,844
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,577,538
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,910,694
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
Value of interest in pooled separate accounts at end of year2019-12-31$4,166,606
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,489,488
Interest on participant loans2019-12-31$4,637
Interest earned on other investments2019-12-31$7,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$324,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$325,233
Net investment gain/loss from pooled separate accounts2019-12-31$879,406
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$35,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$456,323
Contract administrator fees2019-12-31$2,042
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 name2019-12-31JAMES M MOYNA CPA PC
Accountancy firm EIN2019-12-31472940358
2018 : JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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$0
Total income from all sources (including contributions)2018-12-31$-16,100
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$875,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$869,981
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$4,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$250,393
Value of total assets at end of year2018-12-31$3,910,694
Value of total assets at beginning of year2018-12-31$4,802,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,467
Total interest from all sources2018-12-31$11,472
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$0
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$216,762
Participant contributions at end of year2018-12-31$95,973
Participant contributions at beginning of year2018-12-31$122,626
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-892,002
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,910,694
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,802,696
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
Value of interest in pooled separate accounts at end of year2018-12-31$3,489,488
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,408,183
Interest on participant loans2018-12-31$5,017
Interest earned on other investments2018-12-31$6,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$325,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$271,887
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-277,965
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$33,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$869,981
Contract administrator fees2018-12-31$1,467
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 name2018-12-31JAMES M MOYNA CPA PC
Accountancy firm EIN2018-12-31472940358
2017 : JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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$951,769
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$100,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$96,681
Expenses. Certain deemed distributions of participant loans2017-12-31$1,195
Value of total corrective distributions2017-12-31$1,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$266,580
Value of total assets at end of year2017-12-31$4,802,696
Value of total assets at beginning of year2017-12-31$3,951,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,232
Total interest from all sources2017-12-31$10,425
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
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$390,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$227,434
Participant contributions at end of year2017-12-31$122,626
Participant contributions at beginning of year2017-12-31$83,214
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,340
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$851,304
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,802,696
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,951,392
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
Value of interest in pooled separate accounts at end of year2017-12-31$4,408,183
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,627,067
Interest on participant loans2017-12-31$4,731
Interest earned on other investments2017-12-31$5,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$271,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$241,111
Net investment gain/loss from pooled separate accounts2017-12-31$674,764
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$29,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$96,681
Contract administrator fees2017-12-31$1,232
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 name2017-12-31JAMES M MOYNA CPA PC
Accountancy firm EIN2017-12-31472940358
2016 : JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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$409,241
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$135,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$135,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$197,252
Value of total assets at end of year2016-12-31$3,951,392
Value of total assets at beginning of year2016-12-31$3,677,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$661
Total interest from all sources2016-12-31$8,572
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$396,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$169,608
Participant contributions at end of year2016-12-31$83,214
Participant contributions at beginning of year2016-12-31$76,722
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$273,500
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,951,392
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,677,892
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
Value of interest in pooled separate accounts at end of year2016-12-31$3,627,067
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,379,254
Interest on participant loans2016-12-31$3,057
Interest earned on other investments2016-12-31$5,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$241,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$221,916
Net investment gain/loss from pooled separate accounts2016-12-31$203,417
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$27,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$135,080
Contract administrator fees2016-12-31$661
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 name2016-12-31JAMES M MOYNA CPA PC
Accountancy firm EIN2016-12-31422940358
2015 : JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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$172,454
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$128,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$128,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$206,408
Value of total assets at end of year2015-12-31$3,677,892
Value of total assets at beginning of year2015-12-31$3,634,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$460
Total interest from all sources2015-12-31$9,475
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$370,000
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$174,876
Participant contributions at end of year2015-12-31$76,722
Participant contributions at beginning of year2015-12-31$110,484
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$43,806
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,677,892
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,634,086
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
Value of interest in pooled separate accounts at end of year2015-12-31$3,379,254
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,315,455
Interest on participant loans2015-12-31$4,078
Interest earned on other investments2015-12-31$5,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$221,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$208,147
Net investment gain/loss from pooled separate accounts2015-12-31$-43,429
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$31,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$128,188
Contract administrator fees2015-12-31$460
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 name2015-12-31JMM CPA
Accountancy firm EIN2015-12-31422940358
2014 : JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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$469,761
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$156,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$155,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$244,103
Value of total assets at end of year2014-12-31$3,634,086
Value of total assets at beginning of year2014-12-31$3,320,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$495
Total interest from all sources2014-12-31$11,270
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
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$190,808
Participant contributions at end of year2014-12-31$110,484
Participant contributions at beginning of year2014-12-31$126,115
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$313,640
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,634,086
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,320,446
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
Value of interest in pooled separate accounts at end of year2014-12-31$3,315,455
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,948,555
Interest on participant loans2014-12-31$5,363
Interest earned on other investments2014-12-31$5,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$208,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$245,776
Net investment gain/loss from pooled separate accounts2014-12-31$214,388
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$53,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$155,626
Contract administrator fees2014-12-31$495
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 name2014-12-31JMM CPA
Accountancy firm EIN2014-12-31422940358

Form 5500 Responses for JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE PLAN

2022: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES MARTIN ASSOCIATES, INC. 401(K) SAVINGS INCENTIVE 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
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061375
Policy instance 1
Insurance contract or identification number061375
Number of Individuals Covered157
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $19,641
Total amount of fees paid to insurance companyUSD $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 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
Commission paid to Insurance BrokerUSD $19,641
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061375
Policy instance 1
Insurance contract or identification number061375
Number of Individuals Covered176
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $20,711
Total amount of fees paid to insurance companyUSD $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 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
Commission paid to Insurance BrokerUSD $20,711
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061375
Policy instance 1
Insurance contract or identification number061375
Number of Individuals Covered171
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $16,969
Total amount of fees paid to insurance companyUSD $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 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
Commission paid to Insurance BrokerUSD $16,969
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061375
Policy instance 1
Insurance contract or identification number061375
Number of Individuals Covered175
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $17,132
Total amount of fees paid to insurance companyUSD $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 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
Commission paid to Insurance BrokerUSD $17,132
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061375
Policy instance 1
Insurance contract or identification number061375
Number of Individuals Covered205
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $16,408
Total amount of fees paid to insurance companyUSD $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 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
Commission paid to Insurance BrokerUSD $16,408
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061375-100
Policy instance 1
Insurance contract or identification number061375-100
Number of Individuals Covered158
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $17,195
Total amount of fees paid to insurance companyUSD $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 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
Commission paid to Insurance BrokerUSD $17,195
Insurance broker organization code?3
Insurance broker nameLUNDSTROM INSURANCE AGENCY INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061375-100
Policy instance 1
Insurance contract or identification number061375-100
Number of Individuals Covered127
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,305
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
Commission paid to Insurance BrokerUSD $14,305
Insurance broker organization code?3
Insurance broker nameLUNDSTROM INSURANCE AGENCY INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061375-100
Policy instance 1
Insurance contract or identification number061375-100
Number of Individuals Covered127
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,666
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
Commission paid to Insurance BrokerUSD $13,666
Insurance broker organization code?3
Insurance broker nameLUNDSTROM INSURANCE AGENCY INC

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