401k Plan data: PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN plan

PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

PBJ CASTRO, INC. has sponsored the creation of one or more 401k plans.

Company Name: PBJ CASTRO, INC.

Employer identification number (EIN): 461858971

NAIC Classification: 561300

Additional information about PBJ CASTRO, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2013-01-23

Company Identification Number: 0801721279

Legal Registered Office Address: 2474 SANTA BARBARA LOOP ROUND ROCK

United States of America (USA)
78665

More information about PBJ CASTRO, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JAMES CASTRO
001 2015-01-01 JAMES CASTRO
001 2014-01-01 JAMES CASTRO
001 2013-01-23 JAMES CASTRO

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	JAMES CASTRO
001	2015-01-01	JAMES CASTRO
001	2014-01-01	JAMES CASTRO
001	2013-01-23	JAMES CASTRO

Plan Statistics for PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-23 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-23 2
Number of retired or separated participants receiving benefits 2013-01-23 0
Number of other retired or separated participants entitled to future benefits 2013-01-23 0
Total of all active and inactive participants 2013-01-23 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-23 0
Total participants 2013-01-23 2
Number of participants with account balances 2013-01-23 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-23 0

Measure	Date	Value
2016: PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-23	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-23	2
Number of retired or separated participants receiving benefits	2013-01-23	0
Number of other retired or separated participants entitled to future benefits	2013-01-23	0
Total of all active and inactive participants	2013-01-23	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-23	0
Total participants	2013-01-23	2
Number of participants with account balances	2013-01-23	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-23	0

Financial Data on PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-11-21	$0
Total plan liabilities at end of year	2016-11-21	$0
Total plan liabilities at beginning of year	2016-11-21	$0
Total income from all sources	2016-11-21	$-42,036
Expenses. Total of all expenses incurred	2016-11-21	$478
Benefits paid (including direct rollovers)	2016-11-21	$398
Total plan assets at end of year	2016-11-21	$0
Total plan assets at beginning of year	2016-11-21	$42,514
Total contributions received or receivable from participants	2016-11-21	$0
Expenses. Other expenses not covered elsewhere	2016-11-21	$80
Contributions received from other sources (not participants or employers)	2016-11-21	$0
Other income received	2016-11-21	$-42,036
Noncash contributions received	2016-11-21	$0
Net income (gross income less expenses)	2016-11-21	$-42,514
Net plan assets at end of year (total assets less liabilities)	2016-11-21	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-11-21	$42,514
Assets. Value of employer securities	2016-11-21	$0
Total contributions received or receivable from employer(s)	2016-11-21	$0
Value of certain deemed distributions of participant loans	2016-11-21	$0
Value of corrective distributions	2016-11-21	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-11-21	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-11-21	$0
2015 : PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$42
Expenses. Total of all expenses incurred	2015-12-31	$80
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$42,514
Total plan assets at beginning of year	2015-12-31	$42,552
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$80
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$42
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-38
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$42,514
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$42,552
Assets. Value of employer securities	2015-12-31	$42,036
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$-26,415
Expenses. Total of all expenses incurred	2014-12-31	$80
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$42,552
Total plan assets at beginning of year	2014-12-31	$69,047
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$80
Other income received	2014-12-31	$-26,415
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-26,495
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$42,552
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$69,047
Assets. Value of employer securities	2014-12-31	$41,994
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$69,127
Expenses. Total of all expenses incurred	2013-12-31	$80
Total plan assets at end of year	2013-12-31	$69,047
Total plan assets at beginning of year	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$97,718
Other income received	2013-12-31	$-28,591
Net income (gross income less expenses)	2013-12-31	$69,047
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$69,047
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$68,409
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$80

Form 5500 Responses for PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN

2016: PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PBJ CASTRO, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-23	Type of plan entity	Single employer plan
2013-01-23	First time form 5500 has been submitted	Yes
2013-01-23	Submission has been amended	No
2013-01-23	This submission is the final filing	No
2013-01-23	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-23	Plan is a collectively bargained plan	No
2013-01-23	Plan funding arrangement – Trust	Yes
2013-01-23	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	PBJ CASTRO, INC.
Employer identification number (EIN):	461858971
NAIC Classification:	561300

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2013-01-23
Company Identification Number:	0801721279
Legal Registered Office Address:	2474 SANTA BARBARA LOOP ROUND ROCK United States of America (USA) 78665