401k Plan data: JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN plan

JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JASCULCA/TERMAN AND ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

Company Name: JASCULCA/TERMAN AND ASSOCIATES, INC

Employer identification number (EIN): 363136983

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JAMES L. TERMAN 2024-04-26
001 2022-01-01 JAMES L. TERMAN 2023-10-04
001 2021-01-01 JAMES L. TERMAN 2022-06-08
001 2020-01-01 JAMES L. TERMAN 2021-06-28
001 2019-01-01 JAMES L. TERMAN 2020-06-28
001 2018-01-01 JAMES L. TERMAN 2019-07-26
001 2017-01-01 JAMES L. TERMAN 2018-04-19
001 2016-01-01 JAMES L. TERMAN 2017-06-21
001 2013-01-01 JAMES L. TERMAN 2014-10-08
001 2012-01-01 JAMES L. TERMAN 2013-10-04
001 2011-01-01 JAMES TERMAN
001 2009-01-01 JAMES TERMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JAMES L. TERMAN	2024-04-26
001	2022-01-01	JAMES L. TERMAN	2023-10-04
001	2021-01-01	JAMES L. TERMAN	2022-06-08
001	2020-01-01	JAMES L. TERMAN	2021-06-28
001	2019-01-01	JAMES L. TERMAN	2020-06-28
001	2018-01-01	JAMES L. TERMAN	2019-07-26
001	2017-01-01	JAMES L. TERMAN	2018-04-19
001	2016-01-01	JAMES L. TERMAN	2017-06-21
001	2013-01-01	JAMES L. TERMAN	2014-10-08
001	2012-01-01	JAMES L. TERMAN	2013-10-04
001	2011-01-01	JAMES TERMAN
001	2009-01-01	JAMES TERMAN

Plan Statistics for JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-25 34
Total number of particpants at end of year 2025-06-25 21
Number of Participants With Account Balances 2025-06-25 19
2024: JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-04-26 35
Total number of particpants at end of year 2024-04-26 34
Number of Participants With Account Balances 2024-04-26 34
2022: JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-06-08 35
Total number of particpants at end of year 2022-06-08 34
Number of Participants With Account Balances 2022-06-08 34
2011: JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 40
Number of participants with account balances 2011-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 34
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 43
Number of participants with account balances 2009-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2025: JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-25	34
Total number of particpants at end of year	2025-06-25	21
Number of Participants With Account Balances	2025-06-25	19
2024: JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-04-26	35
Total number of particpants at end of year	2024-04-26	34
Number of Participants With Account Balances	2024-04-26	34
2022: JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-06-08	35
Total number of particpants at end of year	2022-06-08	34
Number of Participants With Account Balances	2022-06-08	34
2011: JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	40
Number of participants with account balances	2011-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	34
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	43
Number of participants with account balances	2009-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-06-25	0
Total liabilities as of the end of the plan year	2025-06-25	0
Total liabilities as of the beginning of the plan year	2025-06-25	960
Total expenses incurred by plan in this plan year	2025-06-25	256358
Net assets as of the end of the plan year	2025-06-25	9110195
Total assets as of the beginning of the plan year	2025-06-25	8100885
Value of plan covered by a fidelity bond	2025-06-25	500000
Participant contributions to plan in this plan year	2025-06-25	178463
Value of participant loans at end of plan year	2025-06-25	5318
Other expenses paid from plan in this plan year	2025-06-25	0
Other contributions to plan in this plan year	2025-06-25	55939
Other income to plan in this plan year	2025-06-25	981933
Plan net income in this plan year	2025-06-25	1010270
Net assets as of the end of the plan year	2025-06-25	9110195
Net assets as of the beginning of the plan year	2025-06-25	8099925
Employer contributions to plan in this plan year	2025-06-25	50293
Fees paid to broker by Benefit Provider	2025-06-25	46
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-25	31056
2024 : JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-04-26	960
Total liabilities as of the beginning of the plan year	2024-04-26	1
Total expenses incurred by plan in this plan year	2024-04-26	378597
Net assets as of the end of the plan year	2024-04-26	8100885
Total assets as of the beginning of the plan year	2024-04-26	7106100
Value of plan covered by a fidelity bond	2024-04-26	500000
Participant contributions to plan in this plan year	2024-04-26	165225
Value of participant loans at end of plan year	2024-04-26	6560
Other contributions to plan in this plan year	2024-04-26	25000
Other income to plan in this plan year	2024-04-26	1135477
Plan net income in this plan year	2024-04-26	993826
Net assets as of the end of the plan year	2024-04-26	8099925
Net assets as of the beginning of the plan year	2024-04-26	7106099
Employer contributions to plan in this plan year	2024-04-26	46721
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-26	20167
2022 : JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year	2022-06-08	0
Total liabilities as of the beginning of the plan year	2022-06-08	0
Total expenses incurred by plan in this plan year	2022-06-08	400793
Net assets as of the end of the plan year	2022-06-08	8503264
Total assets as of the beginning of the plan year	2022-06-08	7643881
Value of plan covered by a fidelity bond	2022-06-08	500000
Participant contributions to plan in this plan year	2022-06-08	144810
Other income to plan in this plan year	2022-06-08	1016636
Plan net income in this plan year	2022-06-08	859383
Net assets as of the end of the plan year	2022-06-08	8503264
Net assets as of the beginning of the plan year	2022-06-08	7643881
Employer contributions to plan in this plan year	2022-06-08	98730
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-08	19255
2011 : JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$-254,114
Expenses. Total of all expenses incurred	2011-12-31	$5,825
Benefits paid (including direct rollovers)	2011-12-31	$5,800
Total plan assets at end of year	2011-12-31	$3,417,214
Total plan assets at beginning of year	2011-12-31	$3,677,153
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$190,841
Expenses. Other expenses not covered elsewhere	2011-12-31	$25
Contributions received from other sources (not participants or employers)	2011-12-31	$1,935
Other income received	2011-12-31	$-446,890
Net income (gross income less expenses)	2011-12-31	$-259,939
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,417,214
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,677,153
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$691,278
Expenses. Total of all expenses incurred	2010-12-31	$5,049
Benefits paid (including direct rollovers)	2010-12-31	$4,999
Total plan assets at end of year	2010-12-31	$3,677,153
Total plan assets at beginning of year	2010-12-31	$2,990,924
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$178,589
Expenses. Other expenses not covered elsewhere	2010-12-31	$50
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$512,689
Net income (gross income less expenses)	2010-12-31	$686,229
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,677,153
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,990,924
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2011: JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: JASCULCA TERMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-711021
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-711021
Policy instance	1

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Company Name:	JASCULCA/TERMAN AND ASSOCIATES, INC
Employer identification number (EIN):	363136983
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services