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JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 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.
  • 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

JERRY WILLKOMM, INC. has sponsored the creation of one or more 401k plans.

Company Name:JERRY WILLKOMM, INC.
Employer identification number (EIN):391336815
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOHN ANSAY2023-07-06
0012015-01-01JAMES WILLKOMM
0012014-01-01JAMES WILLKOMM
0012013-01-01JAMES WILLKOMM
0012012-01-01JAMES WILLKOMM
0012011-01-01JAMES WILLKOMM
0012010-01-01JAMES WILLKOMM
0012009-01-01JAMES WILLKOMM

Plan Statistics for JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015: JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01113
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01114
Total number of active participants reported on line 7a of the Form 55002014-01-01106
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01113
Number of participants with account balances2014-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01105
Total number of active participants reported on line 7a of the Form 55002013-01-01106
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01114
Number of participants with account balances2013-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01104
Total number of active participants reported on line 7a of the Form 55002012-01-0197
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01105
Number of participants with account balances2012-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0199
Total number of active participants reported on line 7a of the Form 55002011-01-01102
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01104
Number of participants with account balances2011-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01100
Total number of active participants reported on line 7a of the Form 55002010-01-0196
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0199
Number of participants with account balances2010-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01103
Total number of active participants reported on line 7a of the Form 55002009-01-0194
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01100
Number of participants with account balances2009-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015 : JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-01-14$-2,102,106
Total income from all sources2015-01-14$-23,747
Expenses. Total of all expenses incurred2015-01-14$0
Total plan assets at end of year2015-01-14$0
Total plan assets at beginning of year2015-01-14$2,125,853
Value of fidelity bond covering the plan2015-01-14$200,000
Total contributions received or receivable from participants2015-01-14$0
Other income received2015-01-14$-23,718
Net income (gross income less expenses)2015-01-14$-23,747
Net plan assets at end of year (total assets less liabilities)2015-01-14$0
Net plan assets at beginning of year (total assets less liabilities)2015-01-14$2,125,853
Total contributions received or receivable from employer(s)2015-01-14$-29
2014 : JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$324,789
Expenses. Total of all expenses incurred2014-12-31$140,981
Benefits paid (including direct rollovers)2014-12-31$140,621
Total plan assets at end of year2014-12-31$2,125,853
Total plan assets at beginning of year2014-12-31$1,942,045
Value of fidelity bond covering the plan2014-12-31$215,000
Total contributions received or receivable from participants2014-12-31$142,884
Other income received2014-12-31$92,190
Net income (gross income less expenses)2014-12-31$183,808
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,125,853
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,942,045
Total contributions received or receivable from employer(s)2014-12-31$89,715
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$509,037
Expenses. Total of all expenses incurred2013-12-31$148,692
Benefits paid (including direct rollovers)2013-12-31$148,452
Total plan assets at end of year2013-12-31$1,942,045
Total plan assets at beginning of year2013-12-31$1,581,700
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$135,952
Contributions received from other sources (not participants or employers)2013-12-31$21,562
Other income received2013-12-31$265,061
Net income (gross income less expenses)2013-12-31$360,345
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,942,045
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,581,700
Total contributions received or receivable from employer(s)2013-12-31$86,462
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$240
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$375,458
Expenses. Total of all expenses incurred2012-12-31$35,360
Benefits paid (including direct rollovers)2012-12-31$35,360
Total plan assets at end of year2012-12-31$1,581,700
Total plan assets at beginning of year2012-12-31$1,241,602
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$124,015
Other income received2012-12-31$170,730
Net income (gross income less expenses)2012-12-31$340,098
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,581,700
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,241,602
Total contributions received or receivable from employer(s)2012-12-31$80,713
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$139,277
Expenses. Total of all expenses incurred2011-12-31$77,124
Benefits paid (including direct rollovers)2011-12-31$75,608
Total plan assets at end of year2011-12-31$1,241,602
Total plan assets at beginning of year2011-12-31$1,179,449
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$111,880
Other income received2011-12-31$-44,788
Net income (gross income less expenses)2011-12-31$62,153
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,241,602
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,179,449
Total contributions received or receivable from employer(s)2011-12-31$72,185
Value of corrective distributions2011-12-31$1,516
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$307,429
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$855,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$851,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$169,287
Value of total assets at end of year2010-12-31$1,179,449
Value of total assets at beginning of year2010-12-31$1,727,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,811
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$105,186
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$-3,204
Assets. Other investments not covered elsewhere at end of year2010-12-31$40,594
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$44,549
Other income not declared elsewhere2010-12-31$-45
Administrative expenses (other) incurred2010-12-31$3,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-547,817
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,179,449
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,727,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,015,049
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,371,524
Value of interest in common/collective trusts at end of year2010-12-31$123,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$309,789
Net investment gain/loss from pooled separate accounts2010-12-31$134,121
Net investment gain or loss from common/collective trusts2010-12-31$4,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$64,101
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$4,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$851,435
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JENKINS & VOJTISEK, SC
Accountancy firm EIN2010-12-31391909324
2009 : JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

2015: JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JERRY WILLKOMM, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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