401k Plan data: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN plan

JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 401k Plan overview

Plan Name	JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN
Plan identification number	002

JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

JOINT ACTIVE SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOINT ACTIVE SYSTEMS, INC.

Employer identification number (EIN): 364193554

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 BORIS BONUTTI 2024-08-29
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2018-01-01

Plan Statistics for JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN

401k plan membership statisitcs for JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN

Measure Date Value
2022: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 73
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 31
Total of all active and inactive participants 2022-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 104
Number of participants with account balances 2022-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 77
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 35
Total of all active and inactive participants 2021-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 112
Number of participants with account balances 2021-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 84
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 43
Total of all active and inactive participants 2020-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 127
Number of participants with account balances 2020-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 104
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 44
Total of all active and inactive participants 2019-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 148
Number of participants with account balances 2019-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 95
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 100
Total of all active and inactive participants 2018-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 195
Number of participants with account balances 2018-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 32

Measure	Date	Value
2022: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	73
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	31
Total of all active and inactive participants	2022-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	104
Number of participants with account balances	2022-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	77
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	35
Total of all active and inactive participants	2021-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	112
Number of participants with account balances	2021-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	84
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	43
Total of all active and inactive participants	2020-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	127
Number of participants with account balances	2020-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	104
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	44
Total of all active and inactive participants	2019-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	148
Number of participants with account balances	2019-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	95
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	100
Total of all active and inactive participants	2018-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	195
Number of participants with account balances	2018-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	32

Financial Data on JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN

Measure	Date	Value
2022 : JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-1,431,843
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$745,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$707,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$341,774
Value of total assets at end of year	2022-12-31	$7,986,044
Value of total assets at beginning of year	2022-12-31	$10,163,211
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$37,712
Total interest from all sources	2022-12-31	$21,889
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$520,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$520,061
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$260,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,177,167
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,986,044
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,163,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$20,900
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,357,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,567,487
Interest earned on other investments	2022-12-31	$10,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$11,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$628,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$595,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,315,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$80,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$707,612
Contract administrator fees	2022-12-31	$16,812
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	DOEHRING, WINDERS & CO. LLP
Accountancy firm EIN	2022-12-31	371206717
2021 : JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$2,062,249
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,105,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,059,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$312,640
Value of total assets at end of year	2021-12-31	$10,163,211
Value of total assets at beginning of year	2021-12-31	$10,206,155
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$45,696
Total interest from all sources	2021-12-31	$27,210
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$885,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$885,977
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$223,471
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$18,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-42,944
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,163,211
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,206,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$26,174
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,567,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,397,156
Interest earned on other investments	2021-12-31	$10,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$16,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$595,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$808,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$836,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$70,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,059,497
Contract administrator fees	2021-12-31	$19,522
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	DOEHRING, WINDERS & CO. LLP
Accountancy firm EIN	2021-12-31	371206717
2020 : JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$1,876,224
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,704,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,663,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$300,735
Value of total assets at end of year	2020-12-31	$10,206,155
Value of total assets at beginning of year	2020-12-31	$10,034,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$41,458
Total interest from all sources	2020-12-31	$30,391
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$504,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$504,134
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$225,549
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$171,241
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,206,155
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,034,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$23,817
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,397,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,342,206
Interest earned on other investments	2020-12-31	$14,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$3
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$15,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$808,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$692,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,040,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$72,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,663,525
Contract administrator fees	2020-12-31	$17,641
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DOEHRING, WINDERS & CO. LLP
Accountancy firm EIN	2020-12-31	371206717
2019 : JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$2,315,694
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$601,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$561,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$443,175
Value of total assets at end of year	2019-12-31	$10,034,914
Value of total assets at beginning of year	2019-12-31	$8,320,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$40,377
Total interest from all sources	2019-12-31	$27,595
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$497,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$497,924
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$231,791
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$149,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,713,991
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,034,914
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,320,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$23,343
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,342,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,492,371
Interest earned on other investments	2019-12-31	$16,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$10,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$692,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$826,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,347,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$62,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$561,326
Contract administrator fees	2019-12-31	$17,034
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DOEHRING, WINDERS & CO. LLP
Accountancy firm EIN	2019-12-31	371206717
2018 : JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$-29,675
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,455,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,407,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$456,977
Value of total assets at end of year	2018-12-31	$8,320,923
Value of total assets at beginning of year	2018-12-31	$12,806,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$48,340
Total interest from all sources	2018-12-31	$42,607
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$575,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$575,918
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$337,180
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$11,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-4,485,459
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,320,923
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,806,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$26,693
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,492,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,565,557
Interest earned on other investments	2018-12-31	$21,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$20,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$826,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,240,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,105,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$108,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,407,444
Contract administrator fees	2018-12-31	$21,647
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DOEHRING, WINDERS & CO. LLP
Accountancy firm EIN	2018-12-31	371206717

Form 5500 Responses for JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN

2022: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOINT ACTIVE SYSTEMS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

1212240

Policy instance

Insurance contract or identification number	1212240
Number of Individuals Covered	104
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

1212240

Policy instance

Insurance contract or identification number	1212240
Number of Individuals Covered	112
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

1212240

Policy instance

Insurance contract or identification number	1212240
Number of Individuals Covered	127
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

1212240

Policy instance

Insurance contract or identification number	1212240
Number of Individuals Covered	148
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

1212240

Policy instance

Insurance contract or identification number	1212240
Number of Individuals Covered	179
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JOINT ACTIVE SYSTEMS, INC.
Employer identification number (EIN):	364193554
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	BORIS BONUTTI	2024-08-29
002	2022-01-01
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2018-01-01