401k Plan data: AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN plan

AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN
Plan identification number	001

AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

AJ ENTERPRISES AND HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: AJ ENTERPRISES AND HOLDINGS, INC.

Employer identification number (EIN): 465651721

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about AJ ENTERPRISES AND HOLDINGS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2014-05-09

Company Identification Number: P14000041873

Legal Registered Office Address: 1326 Seven Springs Blvd

New Port Richey

34655

More information about AJ ENTERPRISES AND HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-10-01 ANITA JONES HILLIARD
001 2015-10-01 ANITA JONES HILLIARD
001 2015-10-01 ANITA JONES HILLIARD
001 2015-10-01
001 2014-10-01 ANITA JONES HILLIARD
001 2014-10-01 ANITA JONES HILLIARD
001 2014-05-15 ANITA JONES HILLIARD

Plan Statistics for AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN

401k plan membership statisitcs for AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN

Measure Date Value
2016: AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 0
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 0
Total of all active and inactive participants 2016-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 0
Number of participants with account balances 2016-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 1
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 0
Total of all active and inactive participants 2015-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 1
Number of participants with account balances 2015-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 1
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 1
Number of participants with account balances 2014-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
Total participants, beginning-of-year 2014-05-15 1
Total number of active participants reported on line 7a of the Form 5500 2014-05-15 1
Number of retired or separated participants receiving benefits 2014-05-15 0
Number of other retired or separated participants entitled to future benefits 2014-05-15 0
Total of all active and inactive participants 2014-05-15 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-05-15 0
Total participants 2014-05-15 1
Number of participants with account balances 2014-05-15 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-05-15 0

Measure	Date	Value
2016: AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	0
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	0
Total of all active and inactive participants	2016-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	0
Number of participants with account balances	2016-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	1
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	0
Total of all active and inactive participants	2015-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	1
Number of participants with account balances	2015-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	1
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	1
Number of participants with account balances	2014-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
Total participants, beginning-of-year	2014-05-15	1
Total number of active participants reported on line 7a of the Form 5500	2014-05-15	1
Number of retired or separated participants receiving benefits	2014-05-15	0
Number of other retired or separated participants entitled to future benefits	2014-05-15	0
Total of all active and inactive participants	2014-05-15	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-05-15	0
Total participants	2014-05-15	1
Number of participants with account balances	2014-05-15	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-05-15	0

Financial Data on AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN

Measure	Date	Value
2017 : AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-07-31	$-39,406
Expenses. Total of all expenses incurred	2017-07-31	$158,107
Benefits paid (including direct rollovers)	2017-07-31	$156,714
Total plan assets at end of year	2017-07-31	$0
Total plan assets at beginning of year	2017-07-31	$197,513
Value of fidelity bond covering the plan	2017-07-31	$40,000
Total contributions received or receivable from participants	2017-07-31	$0
Contributions received from other sources (not participants or employers)	2017-07-31	$0
Other income received	2017-07-31	$-39,406
Net income (gross income less expenses)	2017-07-31	$-197,513
Net plan assets at end of year (total assets less liabilities)	2017-07-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-07-31	$197,513
Assets. Value of participant loans	2017-07-31	$0
Assets. Value of employer securities	2017-07-31	$0
Total contributions received or receivable from employer(s)	2017-07-31	$0
Value of certain deemed distributions of participant loans	2017-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-07-31	$1,393
2016 : AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-09-30	$3,749
Total income from all sources	2016-09-30	$32,670
Expenses. Total of all expenses incurred	2016-09-30	$55,107
Benefits paid (including direct rollovers)	2016-09-30	$53,750
Total plan assets at end of year	2016-09-30	$195,106
Total plan assets at beginning of year	2016-09-30	$221,292
Value of fidelity bond covering the plan	2016-09-30	$40,000
Total contributions received or receivable from participants	2016-09-30	$0
Contributions received from other sources (not participants or employers)	2016-09-30	$50,000
Other income received	2016-09-30	$-17,330
Net income (gross income less expenses)	2016-09-30	$-22,437
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$195,106
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$217,543
Assets. Value of participant loans	2016-09-30	$40,883
Assets. Value of employer securities	2016-09-30	$52,330
Total contributions received or receivable from employer(s)	2016-09-30	$0
Value of certain deemed distributions of participant loans	2016-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$1,357
2015 : AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-09-30	$3,749
Total income from all sources	2015-09-30	$-75,439
Expenses. Total of all expenses incurred	2015-09-30	$2,075
Benefits paid (including direct rollovers)	2015-09-30	$0
Total plan assets at end of year	2015-09-30	$221,292
Total plan assets at beginning of year	2015-09-30	$295,057
Value of fidelity bond covering the plan	2015-09-30	$25,000
Total contributions received or receivable from participants	2015-09-30	$0
Contributions received from other sources (not participants or employers)	2015-09-30	$0
Other income received	2015-09-30	$-75,439
Net income (gross income less expenses)	2015-09-30	$-77,514
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$217,543
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$295,057
Assets. Value of employer securities	2015-09-30	$90,000
Total contributions received or receivable from employer(s)	2015-09-30	$0
Value of certain deemed distributions of participant loans	2015-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$2,075
2014 : AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$295,094
Expenses. Total of all expenses incurred	2014-09-30	$38
Benefits paid (including direct rollovers)	2014-09-30	$0
Total plan assets at end of year	2014-09-30	$295,056
Total plan assets at beginning of year	2014-09-30	$0
Value of fidelity bond covering the plan	2014-09-30	$25,000
Total contributions received or receivable from participants	2014-09-30	$0
Contributions received from other sources (not participants or employers)	2014-09-30	$386,084
Other income received	2014-09-30	$-90,990
Net income (gross income less expenses)	2014-09-30	$295,056
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$295,056
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$0
Assets. Value of employer securities	2014-09-30	$70,000
Total contributions received or receivable from employer(s)	2014-09-30	$0
Value of certain deemed distributions of participant loans	2014-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$38

Form 5500 Responses for AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN

2016: AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	This submission is the final filing	Yes
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: AJ ENTERPRISES AND HOLDINGS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2014-05-15	Type of plan entity	Single employer plan
2014-05-15	First time form 5500 has been submitted	Yes
2014-05-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-05-15	Plan funding arrangement – Trust	Yes
2014-05-15	Plan benefit arrangement - Trust	Yes

Potentially related plans

AJ ENTERPRISES OF BREVARD CORP RETIRMENT PLAN [EIN = 880530176]

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:	AJ ENTERPRISES AND HOLDINGS, INC.
Employer identification number (EIN):	465651721
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2014-05-09
Company Identification Number:	P14000041873
Legal Registered Office Address:	1326 Seven Springs Blvd New Port Richey 34655

Plan id#	Filing Submission Date	Name of Administrator
001	2016-10-01	ANITA JONES HILLIARD
001	2015-10-01	ANITA JONES HILLIARD
001	2015-10-01	ANITA JONES HILLIARD
001	2015-10-01
001	2014-10-01	ANITA JONES HILLIARD
001	2014-10-01	ANITA JONES HILLIARD
001	2014-05-15	ANITA JONES HILLIARD