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JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING 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.
  • Plan covering Self-Employed individuals.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

JIM'S FORMAL WEAR LLC has sponsored the creation of one or more 401k plans.

Company Name:JIM'S FORMAL WEAR LLC
Employer identification number (EIN):461233026
NAIC Classification:532281
NAIC Description:Formal Wear and Costume Rental

Additional information about JIM'S FORMAL WEAR LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5230491

More information about JIM'S FORMAL WEAR LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01STEPHEN BUZZARD
0012016-01-01KEVIN L LITTEKEN KEVIN L LITTEKEN2017-10-10
0012015-01-01KEVIN LITTEKEN KEVIL LITTEKEN2016-10-10
0012014-01-01KEVIN LITTEKEN STEVE BUZZARD2015-09-17
0012014-01-01KEVIN LITTEKEN STEVE BUZZARD2015-09-17
0012013-01-01KEVIN L LITTEKEN KEVIN L LITTEKEN2014-10-02

Plan Statistics for JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01477
Total number of active participants reported on line 7a of the Form 55002022-01-01328
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01149
Total of all active and inactive participants2022-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01477
Number of participants with account balances2022-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01467
Total number of active participants reported on line 7a of the Form 55002021-01-01317
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01148
Total of all active and inactive participants2021-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01466
Number of participants with account balances2021-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01503
Total number of active participants reported on line 7a of the Form 55002020-01-01318
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01142
Total of all active and inactive participants2020-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01461
Number of participants with account balances2020-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01507
Total number of active participants reported on line 7a of the Form 55002019-01-01396
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0199
Total of all active and inactive participants2019-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01496
Number of participants with account balances2019-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01641
Total number of active participants reported on line 7a of the Form 55002018-01-01417
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01501
Number of participants with account balances2018-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01587
Total number of active participants reported on line 7a of the Form 55002017-01-01485
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01148
Total of all active and inactive participants2017-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01633
Number of participants with account balances2017-01-01602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01653
Total number of active participants reported on line 7a of the Form 55002016-01-01532
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0181
Total of all active and inactive participants2016-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01614
Number of participants with account balances2016-01-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0163
2015: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01663
Total number of active participants reported on line 7a of the Form 55002015-01-01567
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0178
Total of all active and inactive participants2015-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01647
Number of participants with account balances2015-01-01606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0160
2014: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01767
Total number of active participants reported on line 7a of the Form 55002014-01-01605
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01659
Number of participants with account balances2014-01-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0156
2013: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01666
Total number of active participants reported on line 7a of the Form 55002013-01-01766
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01767
Number of participants with account balances2013-01-01679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012

Financial Data on JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,475,075
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,477,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,326,087
Expenses. Certain deemed distributions of participant loans2022-12-31$51,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,685,862
Value of total assets at end of year2022-12-31$27,252,718
Value of total assets at beginning of year2022-12-31$35,205,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$99,497
Total interest from all sources2022-12-31$27,371
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,201,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,201,167
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,176,593
Participant contributions at end of year2022-12-31$367,911
Participant contributions at beginning of year2022-12-31$403,760
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$57,795
Other income not declared elsewhere2022-12-31$22
Administrative expenses (other) incurred2022-12-31$99,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,952,615
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,252,718
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,205,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,884,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,801,573
Interest on participant loans2022-12-31$27,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,389,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$451,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,326,087
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,922,478
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,910,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,779,527
Expenses. Certain deemed distributions of participant loans2021-12-31$27,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,359,262
Value of total assets at end of year2021-12-31$35,205,333
Value of total assets at beginning of year2021-12-31$34,193,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$103,659
Total interest from all sources2021-12-31$37,297
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$943,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$943,552
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$963,366
Participant contributions at end of year2021-12-31$403,760
Participant contributions at beginning of year2021-12-31$460,966
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$35,000
Other income not declared elsewhere2021-12-31$49
Administrative expenses (other) incurred2021-12-31$103,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,011,903
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,205,333
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,193,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,801,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,732,464
Interest on participant loans2021-12-31$37,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,582,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$360,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,779,527
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,058,790
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,737,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,570,546
Expenses. Certain deemed distributions of participant loans2020-12-31$59,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,085,026
Value of total assets at end of year2020-12-31$34,193,430
Value of total assets at beginning of year2020-12-31$33,871,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$107,405
Total interest from all sources2020-12-31$23,775
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,064,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,064,915
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$791,073
Participant contributions at end of year2020-12-31$460,966
Participant contributions at beginning of year2020-12-31$623,421
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$495
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$12,000
Other income not declared elsewhere2020-12-31$52
Administrative expenses (other) incurred2020-12-31$107,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$321,575
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,193,430
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,871,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$33,732,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,248,434
Interest on participant loans2020-12-31$23,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,885,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$293,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,558,546
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,520,950
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,347,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,212,416
Expenses. Certain deemed distributions of participant loans2019-12-31$14,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,961,231
Value of total assets at end of year2019-12-31$33,871,855
Value of total assets at beginning of year2019-12-31$27,698,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$120,376
Total interest from all sources2019-12-31$27,784
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$829,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$829,023
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,182,859
Participant contributions at end of year2019-12-31$623,421
Participant contributions at beginning of year2019-12-31$503,747
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$178,589
Other income not declared elsewhere2019-12-31$13,337
Administrative expenses (other) incurred2019-12-31$120,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,173,747
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,871,855
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,698,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,248,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,194,361
Interest on participant loans2019-12-31$27,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,689,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$599,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,212,416
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$371,037
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,221,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,063,369
Expenses. Certain deemed distributions of participant loans2018-12-31$31,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,915,353
Value of total assets at end of year2018-12-31$27,698,108
Value of total assets at beginning of year2018-12-31$29,548,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$126,428
Total interest from all sources2018-12-31$26,414
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$859,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$859,761
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,211,780
Participant contributions at end of year2018-12-31$503,747
Participant contributions at beginning of year2018-12-31$593,720
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$54,814
Other income not declared elsewhere2018-12-31$1
Administrative expenses (other) incurred2018-12-31$126,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,850,261
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,698,108
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,548,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,194,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,954,649
Interest on participant loans2018-12-31$26,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,430,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$648,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,063,369
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,040,395
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,830,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,623,269
Expenses. Certain deemed distributions of participant loans2017-12-31$101,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,679,214
Value of total assets at end of year2017-12-31$29,548,369
Value of total assets at beginning of year2017-12-31$25,338,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$105,937
Total interest from all sources2017-12-31$13,843
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$647,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$647,851
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,412,087
Participant contributions at end of year2017-12-31$593,720
Participant contributions at beginning of year2017-12-31$821,520
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,398
Other income not declared elsewhere2017-12-31$310
Administrative expenses (other) incurred2017-12-31$105,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,209,845
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,548,369
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,338,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,954,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,052,620
Interest on participant loans2017-12-31$13,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$464,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,699,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$251,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,623,269
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,221,589
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,102,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$972,219
Expenses. Certain deemed distributions of participant loans2016-12-31$18,661
Value of total corrective distributions2016-12-31$72
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,782,505
Value of total assets at end of year2016-12-31$25,338,524
Value of total assets at beginning of year2016-12-31$23,219,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$111,346
Total interest from all sources2016-12-31$35,167
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$712,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$712,528
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,136,771
Participant contributions at end of year2016-12-31$821,520
Participant contributions at beginning of year2016-12-31$764,986
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$813
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,119,291
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,338,524
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,219,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$83,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,052,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,906,651
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$26,266
Interest earned on other investments2016-12-31$8,901
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$464,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$547,596
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$691,389
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$644,921
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$972,219
Contract administrator fees2016-12-31$27,396
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,829,141
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,319,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,183,888
Expenses. Certain deemed distributions of participant loans2015-12-31$21,150
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,881,076
Value of total assets at end of year2015-12-31$23,219,233
Value of total assets at beginning of year2015-12-31$25,709,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$113,970
Total interest from all sources2015-12-31$31,699
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$854,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$854,348
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,165,224
Participant contributions at end of year2015-12-31$764,986
Participant contributions at beginning of year2015-12-31$795,738
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,057
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,489,867
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,219,233
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,709,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$86,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,906,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,372,836
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$23,420
Interest earned on other investments2015-12-31$8,279
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$547,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$540,526
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-937,982
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$704,795
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,183,888
Contract administrator fees2015-12-31$27,408
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,567,048
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,012,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,868,513
Expenses. Certain deemed distributions of participant loans2014-12-31$22,532
Value of total corrective distributions2014-12-31$606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,723,141
Value of total assets at end of year2014-12-31$25,709,100
Value of total assets at beginning of year2014-12-31$26,154,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$120,800
Total interest from all sources2014-12-31$39,141
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$988,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$988,949
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,136,287
Participant contributions at end of year2014-12-31$795,738
Participant contributions at beginning of year2014-12-31$841,127
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$97,932
Administrative expenses (other) incurred2014-12-31$140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-445,403
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,709,100
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,154,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$94,696
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,372,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,512,820
Interest on participant loans2014-12-31$27,510
Interest earned on other investments2014-12-31$11,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$540,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$590,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$815,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$488,922
Employer contributions (assets) at beginning of year2014-12-31$210,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,868,513
Contract administrator fees2014-12-31$25,964
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2014-12-31410746749
2013 : JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,700,603
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,075,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,040,420
Expenses. Certain deemed distributions of participant loans2013-12-31$8,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,774,424
Value of total assets at end of year2013-12-31$26,154,503
Value of total assets at beginning of year2013-12-31$22,529,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,480
Total interest from all sources2013-12-31$26,927
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$512,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$512,435
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,058,056
Participant contributions at end of year2013-12-31$841,127
Participant contributions at beginning of year2013-12-31$804,240
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$26,557
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$6,590
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,625,442
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,154,503
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,529,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$14,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$24,512,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,791,557
Interest on participant loans2013-12-31$25,398
Interest earned on other investments2013-12-31$1,529
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$688,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$590,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,380,933
Net investment gain or loss from common/collective trusts2013-12-31$5,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$689,811
Employer contributions (assets) at end of year2013-12-31$210,252
Employer contributions (assets) at beginning of year2013-12-31$242,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,040,420
Contract administrator fees2013-12-31$4,945
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON LARSEN ALLEN
Accountancy firm EIN2013-12-31410746749

Form 5500 Responses for JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN

2022: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING 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 filingNo
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING 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: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING 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: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING 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: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: JIM'S FORMAL WEAR LLC 401(K) PROFIT SHARING 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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61179 - 1
Policy instance 1
Insurance contract or identification numberMR 61179 - 1
Insurance policy start date2017-01-01
Insurance policy end date2017-07-03
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61179
Policy instance 1
Insurance contract or identification numberMR 61179
Number of Individuals Covered647
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61179
Policy instance 1
Insurance contract or identification numberMR 61179
Number of Individuals Covered659
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61179
Policy instance 1
Insurance contract or identification numberMR 61179
Number of Individuals Covered767
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
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

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