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JEROME L HOWE INC 401(K) PLAN 401k Plan overview

Plan NameJEROME L HOWE INC 401(K) PLAN
Plan identification number 001

JEROME L HOWE INC 401(K) 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.
  • 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.

401k Sponsoring company profile

JEROME L HOWE INC has sponsored the creation of one or more 401k plans.

Company Name:JEROME L HOWE INC
Employer identification number (EIN):430759079
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEROME L HOWE INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JEROME L HOWE, III2023-09-26
0012021-01-01
0012021-01-01JEROME L HOWE, III
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JEROME L HOWE, III
0012016-01-01JEROME L HOWE, III
0012015-01-01JEROME L HOWE, III
0012014-01-01JEROME L HOWE, III
0012013-01-01JEROME L HOWE, III
0012012-01-01JEROME L HOWE, III
0012011-01-01JEROME L HOWE, III
0012009-01-01JEROME L HOWE III JEROME L HOWE III2010-09-07

Plan Statistics for JEROME L HOWE INC 401(K) PLAN

401k plan membership statisitcs for JEROME L HOWE INC 401(K) PLAN

Measure Date Value
2022: JEROME L HOWE INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JEROME L HOWE INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-017
Number of participants with account balances2021-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JEROME L HOWE INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-017
Number of participants with account balances2020-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JEROME L HOWE INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JEROME L HOWE INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Number of participants with account balances2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JEROME L HOWE INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0112
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JEROME L HOWE INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0111
Number of participants with account balances2016-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JEROME L HOWE INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JEROME L HOWE INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JEROME L HOWE INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JEROME L HOWE INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JEROME L HOWE INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-0112
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 participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Number of participants with account balances2011-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JEROME L HOWE INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JEROME L HOWE INC 401(K) PLAN

Measure Date Value
2022 : JEROME L HOWE INC 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-409,415
Expenses. Total of all expenses incurred2022-12-31$2,377,444
Benefits paid (including direct rollovers)2022-12-31$2,376,669
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$2,786,859
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-409,415
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,786,859
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,786,859
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$4,747
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$775
2021 : JEROME L HOWE INC 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$152,611
Expenses. Total of all expenses incurred2021-12-31$3,907
Benefits paid (including direct rollovers)2021-12-31$3,768
Total plan assets at end of year2021-12-31$2,786,859
Total plan assets at beginning of year2021-12-31$2,638,155
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$-23,157
Expenses. Other expenses not covered elsewhere2021-12-31$139
Other income received2021-12-31$180,973
Net income (gross income less expenses)2021-12-31$148,704
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,786,859
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,638,155
Assets. Value of participant loans2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$5,897
Total contributions received or receivable from employer(s)2021-12-31$-5,205
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : JEROME L HOWE INC 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$131,350
Expenses. Total of all expenses incurred2020-12-31$90,102
Benefits paid (including direct rollovers)2020-12-31$89,669
Total plan assets at end of year2020-12-31$2,638,155
Total plan assets at beginning of year2020-12-31$2,596,907
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$58,413
Other income received2020-12-31$53,851
Net income (gross income less expenses)2020-12-31$41,248
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,638,155
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,596,907
Assets. Value of participant loans2020-12-31$3,306
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$4,992
Total contributions received or receivable from employer(s)2020-12-31$19,086
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : JEROME L HOWE INC 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$452,583
Expenses. Total of all expenses incurred2019-12-31$3,380
Benefits paid (including direct rollovers)2019-12-31$3,024
Total plan assets at end of year2019-12-31$2,596,907
Total plan assets at beginning of year2019-12-31$2,147,704
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$60,589
Other income received2019-12-31$365,526
Net income (gross income less expenses)2019-12-31$449,203
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,596,907
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,147,704
Assets. Value of participant loans2019-12-31$40,455
Total contributions received or receivable from employer(s)2019-12-31$26,468
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$356
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : JEROME L HOWE INC 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$61,225
Expenses. Total of all expenses incurred2018-12-31$109,912
Benefits paid (including direct rollovers)2018-12-31$109,491
Total plan assets at end of year2018-12-31$2,147,704
Total plan assets at beginning of year2018-12-31$2,196,391
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$52,757
Other income received2018-12-31$-22,893
Net income (gross income less expenses)2018-12-31$-48,687
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,147,704
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,196,391
Assets. Value of participant loans2018-12-31$38,402
Total contributions received or receivable from employer(s)2018-12-31$31,361
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$421
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JEROME L HOWE INC 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$478,571
Expenses. Total of all expenses incurred2017-12-31$818,038
Benefits paid (including direct rollovers)2017-12-31$817,705
Total plan assets at end of year2017-12-31$2,196,391
Total plan assets at beginning of year2017-12-31$2,535,858
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$62,944
Other income received2017-12-31$390,446
Net income (gross income less expenses)2017-12-31$-339,467
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,196,391
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,535,858
Assets. Value of participant loans2017-12-31$52,263
Total contributions received or receivable from employer(s)2017-12-31$25,181
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$333
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JEROME L HOWE INC 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$235,331
Expenses. Total of all expenses incurred2016-12-31$264
Total plan assets at end of year2016-12-31$2,535,858
Total plan assets at beginning of year2016-12-31$2,300,791
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$52,922
Other income received2016-12-31$154,719
Net income (gross income less expenses)2016-12-31$235,067
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,535,858
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,300,791
Assets. Value of participant loans2016-12-31$61,037
Total contributions received or receivable from employer(s)2016-12-31$27,690
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$264
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : JEROME L HOWE INC 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$66,781
Expenses. Total of all expenses incurred2015-12-31$13,194
Benefits paid (including direct rollovers)2015-12-31$12,527
Total plan assets at end of year2015-12-31$2,300,791
Total plan assets at beginning of year2015-12-31$2,247,204
Value of fidelity bond covering the plan2015-12-31$231,000
Total contributions received or receivable from participants2015-12-31$67,948
Other income received2015-12-31$-36,062
Net income (gross income less expenses)2015-12-31$53,587
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,300,791
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,247,204
Assets. Value of participant loans2015-12-31$73,510
Total contributions received or receivable from employer(s)2015-12-31$34,895
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$667
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JEROME L HOWE INC 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$185,893
Expenses. Total of all expenses incurred2014-12-31$9,012
Benefits paid (including direct rollovers)2014-12-31$8,573
Total plan assets at end of year2014-12-31$2,247,204
Total plan assets at beginning of year2014-12-31$2,070,323
Value of fidelity bond covering the plan2014-12-31$230,000
Total contributions received or receivable from participants2014-12-31$79,955
Other income received2014-12-31$77,305
Net income (gross income less expenses)2014-12-31$176,881
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,247,204
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,070,323
Assets. Value of participant loans2014-12-31$63,251
Total contributions received or receivable from employer(s)2014-12-31$28,633
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$439
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JEROME L HOWE INC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$290,706
Expenses. Total of all expenses incurred2013-12-31$344
Total plan assets at end of year2013-12-31$2,070,323
Total plan assets at beginning of year2013-12-31$1,779,961
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$83,817
Other income received2013-12-31$178,470
Net income (gross income less expenses)2013-12-31$290,362
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,070,323
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,779,961
Assets. Value of participant loans2013-12-31$65,568
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$4,383
Total contributions received or receivable from employer(s)2013-12-31$28,419
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$344
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JEROME L HOWE INC 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$612,674
Expenses. Total of all expenses incurred2012-12-31$44,742
Benefits paid (including direct rollovers)2012-12-31$42,758
Total plan assets at end of year2012-12-31$1,779,961
Total plan assets at beginning of year2012-12-31$1,212,029
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$77,635
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$358,822
Other income received2012-12-31$148,072
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$567,932
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,779,961
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,212,029
Assets. Value of participant loans2012-12-31$61,342
Total contributions received or receivable from employer(s)2012-12-31$28,145
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,984
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JEROME L HOWE INC 401(K) PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$47,356
Expenses. Total of all expenses incurred2011-12-31$13,951
Benefits paid (including direct rollovers)2011-12-31$8,872
Total plan assets at end of year2011-12-31$1,212,029
Total plan assets at beginning of year2011-12-31$1,178,624
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$61,293
Expenses. Other expenses not covered elsewhere2011-12-31$5,079
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-40,204
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$33,405
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,212,029
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,178,624
Assets. Value of participant loans2011-12-31$48,894
Total contributions received or receivable from employer(s)2011-12-31$26,267
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JEROME L HOWE INC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$216,829
Expenses. Total of all expenses incurred2010-12-31$15,760
Benefits paid (including direct rollovers)2010-12-31$7,421
Total plan assets at end of year2010-12-31$1,178,624
Total plan assets at beginning of year2010-12-31$977,555
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$68,470
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$123,290
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$201,069
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,178,624
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$977,555
Assets. Value of participant loans2010-12-31$34,891
Total contributions received or receivable from employer(s)2010-12-31$25,069
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,339
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JEROME L HOWE INC 401(K) PLAN 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 JEROME L HOWE INC 401(K) PLAN

2022: JEROME L HOWE INC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JEROME L HOWE INC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JEROME L HOWE INC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JEROME L HOWE INC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JEROME L HOWE INC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JEROME L HOWE INC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEROME L HOWE INC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEROME L HOWE INC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEROME L HOWE INC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEROME L HOWE INC 401(K) PLAN 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: JEROME L HOWE INC 401(K) PLAN 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: JEROME L HOWE INC 401(K) PLAN 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
2009: JEROME L HOWE INC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106046
Policy instance 1
Insurance contract or identification number106046
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,435
Total amount of fees paid to insurance companyUSD $687
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106046
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106046
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106046
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106046
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106046
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106046
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106046
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG33210
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106046
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG33210
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG33210
Policy instance 1

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