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J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameJ. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN
Plan identification number 001

J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J.P. HART LUMBER COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:J.P. HART LUMBER COMPANY, LLC
Employer identification number (EIN):464771352
NAIC Classification:423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012021-01-01
0012021-01-01JAKE HOLZKNECHT
0012020-01-01
0012019-01-01
0012017-01-01JAKE HOLZKNECHT
0012016-01-01GREG WRIGHT
0012015-01-01GREG WRIGHT
0012014-01-01GREG WRIGHT

Plan Statistics for J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN

401k plan membership statisitcs for J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN

Measure Date Value
2021: J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01324
Total number of active participants reported on line 7a of the Form 55002021-01-01271
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01271
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01367
Total number of active participants reported on line 7a of the Form 55002020-01-01271
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01331
Number of participants with account balances2020-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01361
Total number of active participants reported on line 7a of the Form 55002019-01-01271
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0169
Total of all active and inactive participants2019-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01340
Number of participants with account balances2019-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2017: J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01369
Total number of active participants reported on line 7a of the Form 55002017-01-01300
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0175
Total of all active and inactive participants2017-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01375
Number of participants with account balances2017-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01378
Total number of active participants reported on line 7a of the Form 55002016-01-01285
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01355
Number of participants with account balances2016-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01341
Total number of active participants reported on line 7a of the Form 55002015-01-01300
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01360
Number of participants with account balances2015-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01300
Total number of active participants reported on line 7a of the Form 55002014-01-01279
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01306
Number of participants with account balances2014-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013

Financial Data on J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN

Measure Date Value
2021 : J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2021 401k financial data
Total transfer of assets from this plan2021-11-30$15,472,821
Total income from all sources (including contributions)2021-11-30$2,896,851
Total of all expenses incurred2021-11-30$750,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-11-30$593,289
Expenses. Certain deemed distributions of participant loans2021-11-30$157,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-11-30$1,399,714
Value of total assets at end of year2021-11-30$0
Value of total assets at beginning of year2021-11-30$13,326,641
Total interest from all sources2021-11-30$6,205
Total dividends received (eg from common stock, registered investment company shares)2021-11-30$115,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-11-30$0
Total dividends received from registered investment company shares (eg mutual funds)2021-11-30$115,402
Was this plan covered by a fidelity bond2021-11-30Yes
Value of fidelity bond cover2021-11-30$800,000
If this is an individual account plan, was there a blackout period2021-11-30No
Were there any nonexempt tranactions with any party-in-interest2021-11-30No
Contributions received from participants2021-11-30$925,606
Participant contributions at end of year2021-11-30$0
Participant contributions at end of year2021-11-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-11-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-11-30$43,371
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-11-30$0
Total non interest bearing cash at end of year2021-11-30$0
Total non interest bearing cash at beginning of year2021-11-30$13,326,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Value of net income/loss2021-11-30$2,146,180
Value of net assets at end of year (total assets less liabilities)2021-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2021-11-30$13,326,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-11-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2021-11-30$6,205
Were any leases to which the plan was party in default or uncollectible2021-11-30No
Interest on participant loans2021-11-30$6,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-11-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-11-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-11-30$1,375,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-11-30No
Was there a failure to transmit to the plan any participant contributions2021-11-30No
Has the plan failed to provide any benefit when due under the plan2021-11-30No
Contributions received in cash from employer2021-11-30$474,108
Employer contributions (assets) at end of year2021-11-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-11-30$549,918
Did the plan have assets held for investment2021-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-11-30Yes
Opinion of an independent qualified public accountant for this plan2021-11-30Unqualified
Accountancy firm name2021-11-30ADKF, P.C.
Accountancy firm EIN2021-11-30742606559
2020 : J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$136,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$41,463
Total income from all sources (including contributions)2020-12-31$2,940,968
Total of all expenses incurred2020-12-31$851,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$655,586
Expenses. Certain deemed distributions of participant loans2020-12-31$10,713
Value of total corrective distributions2020-12-31$136,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,171,209
Value of total assets at end of year2020-12-31$13,463,137
Value of total assets at beginning of year2020-12-31$11,279,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,189
Total interest from all sources2020-12-31$10,872
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$800,000
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$812,077
Participant contributions at end of year2020-12-31$168,161
Participant contributions at beginning of year2020-12-31$178,035
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$50,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$136,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$41,463
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$2,088,984
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,326,641
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,237,657
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
Investment advisory and management fees2020-12-31$49,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,492,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,571,795
Interest on participant loans2020-12-31$10,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$493,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$335,767
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,758,887
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$309,132
Employer contributions (assets) at end of year2020-12-31$309,132
Employer contributions (assets) at beginning of year2020-12-31$193,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$655,586
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 name2020-12-31AKIN, DOHERTY, KLEIN & FEUGE PC
Accountancy firm EIN2020-12-31724606559
2019 : J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$41,463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,694
Total income from all sources (including contributions)2019-12-31$3,227,318
Total of all expenses incurred2019-12-31$1,226,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,136,541
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$41,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,101,135
Value of total assets at end of year2019-12-31$11,279,120
Value of total assets at beginning of year2019-12-31$9,243,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,185
Total interest from all sources2019-12-31$9,879
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$800,000
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$832,162
Participant contributions at end of year2019-12-31$178,035
Participant contributions at beginning of year2019-12-31$221,555
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$75,450
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$41,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$6,694
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$2,001,129
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,237,657
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,236,528
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
Investment advisory and management fees2019-12-31$48,185
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,571,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,611,612
Interest on participant loans2019-12-31$9,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$335,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$221,235
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,116,304
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$193,523
Employer contributions (assets) at end of year2019-12-31$193,523
Employer contributions (assets) at beginning of year2019-12-31$188,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,136,541
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 name2019-12-31AKIN, DOHERTY, KLEIN & FEUGE PC
Accountancy firm EIN2019-12-31742606559
2018 : J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$35,729
Total income from all sources (including contributions)2018-12-31$413,414
Total of all expenses incurred2018-12-31$1,274,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,228,773
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$986,796
Value of total assets at end of year2018-12-31$9,243,222
Value of total assets at beginning of year2018-12-31$10,132,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,269
Total interest from all sources2018-12-31$10,099
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$800,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$776,268
Participant contributions at end of year2018-12-31$221,555
Participant contributions at beginning of year2018-12-31$189,355
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$21,708
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$6,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$35,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-860,628
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,236,528
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,097,156
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
Investment advisory and management fees2018-12-31$45,269
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,611,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,166,680
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$10,099
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$221,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$615,946
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-583,481
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$188,820
Employer contributions (assets) at end of year2018-12-31$188,820
Employer contributions (assets) at beginning of year2018-12-31$160,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,228,773
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31AKIN, DOHERTY, KLEIN & FEUGE PC
Accountancy firm EIN2018-12-31742606559
2017 : J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$35,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22,104
Total income from all sources (including contributions)2017-12-31$2,275,340
Total of all expenses incurred2017-12-31$755,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$689,998
Expenses. Certain deemed distributions of participant loans2017-12-31$3,979
Value of total corrective distributions2017-12-31$35,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$918,405
Value of total assets at end of year2017-12-31$10,132,885
Value of total assets at beginning of year2017-12-31$8,599,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,241
Total interest from all sources2017-12-31$7,969
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$800,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$675,500
Participant contributions at end of year2017-12-31$189,355
Participant contributions at beginning of year2017-12-31$188,512
Participant contributions at end of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$82,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$35,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$22,104
Other income not declared elsewhere2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,519,393
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,097,156
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,577,763
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
Investment advisory and management fees2017-12-31$26,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,166,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,714,494
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$7,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$615,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$624,723
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,348,966
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$160,904
Employer contributions (assets) at end of year2017-12-31$160,904
Employer contributions (assets) at beginning of year2017-12-31$72,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$689,998
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 name2017-12-31AKIN, DOHERTY, KLEIN & FEUGE PC
Accountancy firm EIN2017-12-31742606559
2016 : J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,104
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$27,509
Total income from all sources (including contributions)2016-12-31$1,230,614
Total of all expenses incurred2016-12-31$328,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$274,608
Expenses. Certain deemed distributions of participant loans2016-12-31$10,343
Value of total corrective distributions2016-12-31$22,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$664,891
Value of total assets at end of year2016-12-31$8,599,867
Value of total assets at beginning of year2016-12-31$7,703,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,477
Total interest from all sources2016-12-31$7,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$592,753
Participant contributions at end of year2016-12-31$188,512
Participant contributions at beginning of year2016-12-31$151,544
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$22,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$27,509
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$902,082
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,577,763
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,675,681
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,714,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,908,102
Interest on participant loans2016-12-31$7,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$624,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$549,461
Net investment gain/loss from pooled separate accounts2016-12-31$558,553
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
Contributions received in cash from employer2016-12-31$72,138
Employer contributions (assets) at end of year2016-12-31$72,138
Employer contributions (assets) at beginning of year2016-12-31$94,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$274,608
Contract administrator fees2016-12-31$21,477
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31AKIN,DOHERTY, KLEIN & FEUGE PC
Accountancy firm EIN2016-12-31742606559
2015 : J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-159,954
Total unrealized appreciation/depreciation of assets2015-12-31$-159,954
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$27,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$41,142
Total income from all sources (including contributions)2015-12-31$910,081
Total of all expenses incurred2015-12-31$249,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$204,530
Value of total corrective distributions2015-12-31$27,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$983,587
Value of total assets at end of year2015-12-31$7,703,190
Value of total assets at beginning of year2015-12-31$7,055,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,040
Total interest from all sources2015-12-31$6,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$570,269
Participant contributions at end of year2015-12-31$151,544
Participant contributions at beginning of year2015-12-31$155,354
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$319,235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$27,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$41,142
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$661,002
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,675,681
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,014,679
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,908,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,740,007
Interest on participant loans2015-12-31$6,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$549,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$81,191
Net investment gain/loss from pooled separate accounts2015-12-31$79,977
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
Contributions received in cash from employer2015-12-31$94,083
Employer contributions (assets) at end of year2015-12-31$94,083
Employer contributions (assets) at beginning of year2015-12-31$79,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$204,530
Contract administrator fees2015-12-31$17,040
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 name2015-12-31AKIN, DOHERTY, KLEIN & FEUGE PC
Accountancy firm EIN2015-12-31742606559
2014 : J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$41,142
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,353
Total income from all sources (including contributions)2014-12-31$982,003
Total of all expenses incurred2014-12-31$149,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$90,534
Value of total corrective distributions2014-12-31$41,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$562,657
Value of total assets at end of year2014-12-31$7,055,821
Value of total assets at beginning of year2014-12-31$6,183,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,157
Total interest from all sources2014-12-31$4,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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$483,388
Participant contributions at end of year2014-12-31$155,354
Participant contributions at beginning of year2014-12-31$132,703
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$41,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,353
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$832,170
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,014,679
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,182,509
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,740,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,887,867
Interest on participant loans2014-12-31$4,778
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$81,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$64,899
Net investment gain/loss from pooled separate accounts2014-12-31$414,568
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$79,269
Employer contributions (assets) at end of year2014-12-31$79,269
Employer contributions (assets) at beginning of year2014-12-31$98,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$90,534
Contract administrator fees2014-12-31$18,157
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31AKIN, DOHERTY, KLEIN & FEUGE PC
Accountancy firm EIN2014-12-31742606559

Form 5500 Responses for J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN

2021: J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: J. P. HART LUMBER COMPANY LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513135-000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513135000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513135000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804196000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804196000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804196000
Policy instance 1

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