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J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameJ.E. JOHNSON, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

J E JOHNSON INC has sponsored the creation of one or more 401k plans.

Company Name:J E JOHNSON INC
Employer identification number (EIN):382247698
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01HEATHER TUBBS2023-05-04 HEATHER TUBBS2023-04-26
0012021-04-01HEATHER TUBBS2023-01-12 HEATHER TUBBS2023-01-12
0012020-04-01KELLIE JOHNSON2021-12-08 KELLIE JOHNSON2021-12-08
0012019-04-01PAM MILLER2020-09-02
0012018-04-01PAM MILLER2019-07-23 PAM MILLER2019-07-23
0012017-04-01PAM MILLER PAM MILLER2018-09-12
0012016-04-01PAM MILLER PAM MILLER2017-12-27
0012016-04-01PAM MILLER PAM MILLER2018-07-10
0012015-04-01PAM MILLER PAM MILLER2016-12-30
0012015-04-01PAM MILLER PAM MILLER2017-01-13
0012014-04-01JAMES JOHNSON
0012013-04-01JAMES JOHNSON
0012012-04-01RANDY STANFORD
0012011-04-01RANDY STANFORD
0012009-04-01DANIEL RATELL
0012008-04-01DANIEL RATELL

Plan Statistics for J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2017: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01106
Total number of active participants reported on line 7a of the Form 55002017-04-0169
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-0120
Total of all active and inactive participants2017-04-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-0189
Number of participants with account balances2017-04-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-013
2016: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01159
Total number of active participants reported on line 7a of the Form 55002016-04-0185
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-0116
Total of all active and inactive participants2016-04-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01101
Number of participants with account balances2016-04-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-0117
2015: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01148
Total number of active participants reported on line 7a of the Form 55002015-04-01128
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-0122
Total of all active and inactive participants2015-04-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01150
Number of participants with account balances2015-04-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-0110
2014: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01136
Total number of active participants reported on line 7a of the Form 55002014-04-01128
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0118
Total of all active and inactive participants2014-04-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01146
Number of participants with account balances2014-04-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01168
Total number of active participants reported on line 7a of the Form 55002013-04-01130
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-0112
Total of all active and inactive participants2013-04-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01142
Number of participants with account balances2013-04-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01249
Total number of active participants reported on line 7a of the Form 55002012-04-01146
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-0122
Total of all active and inactive participants2012-04-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01168
Number of participants with account balances2012-04-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-013
2011: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01242
Total number of active participants reported on line 7a of the Form 55002011-04-01217
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-0130
Total of all active and inactive participants2011-04-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-01247
Number of participants with account balances2011-04-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-017
2009: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01226
Total number of active participants reported on line 7a of the Form 55002009-04-01291
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0111
Total of all active and inactive participants2009-04-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-01302
Number of participants with account balances2009-04-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-014
2008: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-04-01201
Total number of active participants reported on line 7a of the Form 55002008-04-01214
Number of retired or separated participants receiving benefits2008-04-0117
Number of other retired or separated participants entitled to future benefits2008-04-010
Total of all active and inactive participants2008-04-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-04-010
Total participants2008-04-01231
Number of participants with account balances2008-04-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-04-0110

Financial Data on J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2018 : J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$0
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total transfer of assets to this plan2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$600,870
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$227,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$223,129
Value of total corrective distributions2018-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$273,621
Value of total assets at end of year2018-03-31$3,669,280
Value of total assets at beginning of year2018-03-31$3,295,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$3,877
Total income from rents2018-03-31$0
Total interest from all sources2018-03-31$42
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$10,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$10,971
Administrative expenses professional fees incurred2018-03-31$0
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$400,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Amount of non-exempt transactions with any party-in-interest2018-03-31$0
Contributions received from participants2018-03-31$247,365
Participant contributions at end of year2018-03-31$3,743
Participant contributions at beginning of year2018-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$26,256
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$0
Other income not declared elsewhere2018-03-31$0
Administrative expenses (other) incurred2018-03-31$0
Liabilities. Value of operating payables at beginning of year2018-03-31$0
Total non interest bearing cash at end of year2018-03-31$0
Total non interest bearing cash at beginning of year2018-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$373,864
Value of net assets at end of year (total assets less liabilities)2018-03-31$3,669,280
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$3,295,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-03-31$0
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-03-31$0
Investment advisory and management fees2018-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$687,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$513,651
Value of interest in pooled separate accounts at end of year2018-03-31$130,152
Value of interest in pooled separate accounts at beginning of year2018-03-31$226,656
Income. Interest from loans (other than to participants)2018-03-31$0
Interest earned on other investments2018-03-31$42
Income. Interest from US Government securities2018-03-31$0
Income. Interest from corporate debt instruments2018-03-31$0
Value of interest in common/collective trusts at end of year2018-03-31$2,847,602
Value of interest in common/collective trusts at beginning of year2018-03-31$2,546,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$8,184
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$61,736
Net investment gain/loss from pooled separate accounts2018-03-31$17,480
Net investment gain or loss from common/collective trusts2018-03-31$237,020
Net gain/loss from 103.12 investment entities2018-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$0
Employer contributions (assets) at end of year2018-03-31$0
Employer contributions (assets) at beginning of year2018-03-31$0
Income. Dividends from preferred stock2018-03-31$0
Income. Dividends from common stock2018-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$223,129
Contract administrator fees2018-03-31$3,877
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$0
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$0
Aggregate carrying amount (costs) on sale of assets2018-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31WEINLANDER FITZHUGH
Accountancy firm EIN2018-03-31382272300
2017 : J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$0
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total transfer of assets to this plan2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$618,852
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$1,094,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$1,088,684
Value of total corrective distributions2017-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$273,586
Value of total assets at end of year2017-03-31$3,295,416
Value of total assets at beginning of year2017-03-31$3,770,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$5,320
Total income from rents2017-03-31$0
Total interest from all sources2017-03-31$82
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$6,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$6,221
Administrative expenses professional fees incurred2017-03-31$0
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$400,000
If this is an individual account plan, was there a blackout period2017-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-03-31$0
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Amount of non-exempt transactions with any party-in-interest2017-03-31$0
Contributions received from participants2017-03-31$271,066
Participant contributions at end of year2017-03-31$0
Participant contributions at beginning of year2017-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$1,445
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$0
Other income not declared elsewhere2017-03-31$25
Administrative expenses (other) incurred2017-03-31$0
Liabilities. Value of operating payables at beginning of year2017-03-31$0
Total non interest bearing cash at end of year2017-03-31$0
Total non interest bearing cash at beginning of year2017-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$-475,152
Value of net assets at end of year (total assets less liabilities)2017-03-31$3,295,416
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$3,770,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-03-31$0
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-03-31$0
Investment advisory and management fees2017-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$513,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$601,635
Value of interest in pooled separate accounts at end of year2017-03-31$226,656
Value of interest in pooled separate accounts at beginning of year2017-03-31$27,558
Income. Interest from loans (other than to participants)2017-03-31$0
Interest earned on other investments2017-03-31$82
Income. Interest from US Government securities2017-03-31$0
Income. Interest from corporate debt instruments2017-03-31$0
Value of interest in common/collective trusts at end of year2017-03-31$2,546,925
Value of interest in common/collective trusts at beginning of year2017-03-31$3,119,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$8,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$22,234
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$49,232
Net investment gain/loss from pooled separate accounts2017-03-31$34,993
Net investment gain or loss from common/collective trusts2017-03-31$254,713
Net gain/loss from 103.12 investment entities2017-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$1,075
Employer contributions (assets) at end of year2017-03-31$0
Employer contributions (assets) at beginning of year2017-03-31$0
Income. Dividends from preferred stock2017-03-31$0
Income. Dividends from common stock2017-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$1,088,684
Contract administrator fees2017-03-31$5,320
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$0
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$0
Aggregate carrying amount (costs) on sale of assets2017-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31WEINLANDER FITZHUGH CPA'S & CONSLTN
Accountancy firm EIN2017-03-31382272300
2016 : J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$0
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total transfer of assets to this plan2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Expenses. Interest paid2016-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-03-31$0
Total income from all sources (including contributions)2016-03-31$172,814
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$235,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$223,387
Value of total corrective distributions2016-03-31$1,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$307,826
Value of total assets at end of year2016-03-31$3,770,568
Value of total assets at beginning of year2016-03-31$3,833,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$11,175
Total income from rents2016-03-31$0
Total interest from all sources2016-03-31$158
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$5,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$5,415
Administrative expenses professional fees incurred2016-03-31$3,750
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$400,000
If this is an individual account plan, was there a blackout period2016-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Amount of non-exempt transactions with any party-in-interest2016-03-31$0
Contributions received from participants2016-03-31$289,956
Participant contributions at end of year2016-03-31$0
Participant contributions at beginning of year2016-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$12,691
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$0
Other income not declared elsewhere2016-03-31$20,994
Administrative expenses (other) incurred2016-03-31$0
Liabilities. Value of operating payables at beginning of year2016-03-31$0
Total non interest bearing cash at end of year2016-03-31$0
Total non interest bearing cash at beginning of year2016-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Income. Non cash contributions2016-03-31$0
Value of net income/loss2016-03-31$-62,823
Value of net assets at end of year (total assets less liabilities)2016-03-31$3,770,568
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$3,833,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-03-31$0
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-03-31$0
Investment advisory and management fees2016-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$601,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$3,812,397
Value of interest in pooled separate accounts at end of year2016-03-31$27,558
Value of interest in pooled separate accounts at beginning of year2016-03-31$0
Income. Interest from loans (other than to participants)2016-03-31$0
Interest earned on other investments2016-03-31$158
Income. Interest from US Government securities2016-03-31$0
Income. Interest from corporate debt instruments2016-03-31$0
Value of interest in common/collective trusts at end of year2016-03-31$3,119,141
Value of interest in common/collective trusts at beginning of year2016-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$20,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$20,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$22,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-44,036
Net investment gain/loss from pooled separate accounts2016-03-31$-156
Net investment gain or loss from common/collective trusts2016-03-31$-117,387
Net gain/loss from 103.12 investment entities2016-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$5,179
Employer contributions (assets) at end of year2016-03-31$0
Employer contributions (assets) at beginning of year2016-03-31$0
Income. Dividends from preferred stock2016-03-31$0
Income. Dividends from common stock2016-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$223,387
Contract administrator fees2016-03-31$7,425
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31Yes
Liabilities. Value of benefit claims payable at beginning of year2016-03-31$0
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$0
Aggregate carrying amount (costs) on sale of assets2016-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31WEINLANDER FITZHUGH
Accountancy firm EIN2016-03-31382272300
2015 : J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$468,461
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$310,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$309,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$187,581
Value of total assets at end of year2015-03-31$3,833,391
Value of total assets at beginning of year2015-03-31$3,675,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$1,160
Total interest from all sources2015-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$400,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$187,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$157,839
Value of net assets at end of year (total assets less liabilities)2015-03-31$3,833,391
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$3,675,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$3,812,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$3,655,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$20,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$20,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$20,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$280,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$309,462
Contract administrator fees2015-03-31$1,160
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31JULIE A VARSHOCK CPA
Accountancy firm EIN2015-03-31383224263
2014 : J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$564,034
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$1,331,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$1,327,302
Value of total corrective distributions2014-03-31$3,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$176,156
Value of total assets at end of year2014-03-31$3,675,552
Value of total assets at beginning of year2014-03-31$4,443,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$1,120
Total interest from all sources2014-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$325,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$176,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$-767,458
Value of net assets at end of year (total assets less liabilities)2014-03-31$3,675,552
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$4,443,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$3,655,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$4,423,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$20,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$19,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$19,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$387,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$1,327,302
Contract administrator fees2014-03-31$1,120
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31JULIE A VARSHOCK CPA
Accountancy firm EIN2014-03-31383224263
2013 : J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$462,433
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$1,218,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$1,216,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$228,995
Value of total assets at end of year2013-03-31$4,443,010
Value of total assets at beginning of year2013-03-31$5,199,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$2,565
Total interest from all sources2013-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$325,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$191,906
Participant contributions at end of year2013-03-31$0
Participant contributions at beginning of year2013-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$37,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$-756,349
Value of net assets at end of year (total assets less liabilities)2013-03-31$4,443,010
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$5,199,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$4,423,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$4,174,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$19,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$1,025,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$1,025,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$233,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$1,216,217
Contract administrator fees2013-03-31$2,565
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31JULIE A VARSHOCK CPA
Accountancy firm EIN2013-03-31383224263
2012 : J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total income from all sources (including contributions)2012-03-31$390,250
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$417,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$414,723
Value of total corrective distributions2012-03-31$1,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$283,142
Value of total assets at end of year2012-03-31$5,199,359
Value of total assets at beginning of year2012-03-31$5,226,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$750
Total interest from all sources2012-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$72,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$72,056
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$325,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$283,142
Participant contributions at end of year2012-03-31$0
Participant contributions at beginning of year2012-03-31$5,583
Administrative expenses (other) incurred2012-03-31$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-27,096
Value of net assets at end of year (total assets less liabilities)2012-03-31$5,199,359
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$5,226,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$4,174,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$5,006,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$1,025,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$214,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$214,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$35,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$414,723
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31JULIE A VARSHOCK CPA
Accountancy firm EIN2012-03-31383224263
2011 : J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$909,572
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$131,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$96,959
Value of total corrective distributions2011-03-31$33,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$357,800
Value of total assets at end of year2011-03-31$5,226,455
Value of total assets at beginning of year2011-03-31$4,448,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$750
Total interest from all sources2011-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$82,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$82,521
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$325,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$357,800
Participant contributions at end of year2011-03-31$5,583
Administrative expenses (other) incurred2011-03-31$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$778,141
Value of net assets at end of year (total assets less liabilities)2011-03-31$5,226,455
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$4,448,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$5,006,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$4,236,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$214,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$211,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$211,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$469,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$96,959
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31JULIE A VARSHOCK CPA
Accountancy firm EIN2011-03-31383224263
2010 : J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0
2009 : J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-03-31$0
Total income from all sources (including contributions)2009-03-31$-854,390
Total loss/gain on sale of assets2009-03-31$0
Total of all expenses incurred2009-03-31$126,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-03-31$125,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-03-31$456,883
Value of total assets at end of year2009-03-31$2,906,137
Value of total assets at beginning of year2009-03-31$3,886,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-03-31$750
Total interest from all sources2009-03-31$1,996
Total dividends received (eg from common stock, registered investment company shares)2009-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-03-31No
Was this plan covered by a fidelity bond2009-03-31Yes
Value of fidelity bond cover2009-03-31$325,000
Were there any nonexempt tranactions with any party-in-interest2009-03-31No
Contributions received from participants2009-03-31$368,432
Income. Received or receivable in cash from other sources (including rollovers)2009-03-31$480
Administrative expenses (other) incurred2009-03-31$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-03-31No
Value of net income/loss2009-03-31$-980,503
Value of net assets at end of year (total assets less liabilities)2009-03-31$2,906,137
Value of net assets at beginning of year (total assets less liabilities)2009-03-31$3,886,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-03-31No
Were any leases to which the plan was party in default or uncollectible2009-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-03-31$2,693,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-03-31$3,662,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-03-31$212,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-03-31$224,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-03-31$224,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-03-31$1,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-03-31$-1,313,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-03-31No
Was there a failure to transmit to the plan any participant contributions2009-03-31No
Contributions received in cash from employer2009-03-31$87,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-03-31$125,363
Did the plan have assets held for investment2009-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-03-31No
Opinion of an independent qualified public accountant for this plan2009-03-31Unqualified
Accountancy firm name2009-03-31JULIE A VARSHOCK CPA
Accountancy firm EIN2009-03-31383224263

Form 5500 Responses for J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN

2017: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedYes
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedYes
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes
2008: J.E. JOHNSON, INC. 401(K) RETIREMENT PLAN 2008 form 5500 responses
2008-04-01Type of plan entitySingle employer plan
2008-04-01Submission has been amendedYes
2008-04-01This submission is the final filingNo
2008-04-01This return/report is a short plan year return/report (less than 12 months)No
2008-04-01Plan is a collectively bargained planNo
2008-04-01Plan funding arrangement – TrustYes
2008-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered89
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $13
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMICHIGAN PLANNERS INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621822
Policy instance 2
Insurance contract or identification number621822
Number of Individuals Covered89
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $505
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $505
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMICHIGAN PLANNERS INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered150
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $4
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMICHIGAN PLANNERS INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621822
Policy instance 2
Insurance contract or identification number621822
Number of Individuals Covered150
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $8
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMICHIGAN PLANNERS INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106369
Policy instance 3
Insurance contract or identification number106369
Number of Individuals Covered0
Insurance policy start date2015-04-01
Insurance policy end date2015-04-14
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106369
Policy instance 1
Insurance contract or identification number106369
Number of Individuals Covered76
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $9,111
Total amount of fees paid to insurance companyUSD $2,683
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $9,111
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKERS COMMISSION
Insurance broker organization code?3
Insurance broker nameTHE RETIREMENT ADVANTAGE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106369
Policy instance 1
Insurance contract or identification number106369
Number of Individuals Covered68
Insurance policy start date2013-06-29
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $8,104
Total amount of fees paid to insurance companyUSD $3,698
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,104
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameTHE RETIREMENT ADVANTAGE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106369
Policy instance 1
Insurance contract or identification number106369
Number of Individuals Covered77
Insurance policy start date2012-06-29
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $35,139
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees22514
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameTHE RETIREMENT ADVANTAGE

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