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JLD SERVICES, INC. RETIREMENT PLAN 401k Plan overview

Plan NameJLD SERVICES, INC. RETIREMENT PLAN
Plan identification number 001

JLD SERVICES, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JLD SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:JLD SERVICES, INC.
Employer identification number (EIN):474931807
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JLD SERVICES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JERRY L. DAUGHERTY
0012016-01-01JERRY L. DAUGHERTY
0012015-08-31JERRY L. DAUGHERTY

Plan Statistics for JLD SERVICES, INC. RETIREMENT PLAN

401k plan membership statisitcs for JLD SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2023: JLD SERVICES, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-014
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JLD SERVICES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JLD SERVICES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
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 participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JLD SERVICES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JLD SERVICES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JLD SERVICES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JLD SERVICES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JLD SERVICES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JLD SERVICES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-311
Total number of active participants reported on line 7a of the Form 55002015-08-311
Number of retired or separated participants receiving benefits2015-08-310
Number of other retired or separated participants entitled to future benefits2015-08-310
Total of all active and inactive participants2015-08-311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-310
Total participants2015-08-311
Number of participants with account balances2015-08-311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-310

Financial Data on JLD SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2023 : JLD SERVICES, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$34,999
Expenses. Total of all expenses incurred2023-12-31$1,332
Total plan assets at end of year2023-12-31$349,625
Total plan assets at beginning of year2023-12-31$315,958
Value of fidelity bond covering the plan2023-12-31$100,000
Expenses. Other expenses not covered elsewhere2023-12-31$1,332
Other income received2023-12-31$34,999
Net income (gross income less expenses)2023-12-31$33,667
Net plan assets at end of year (total assets less liabilities)2023-12-31$349,625
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$315,958
Assets. Value of employer securities2023-12-31$195,000
2022 : JLD SERVICES, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-30,259
Expenses. Total of all expenses incurred2022-12-31$1,335
Total plan assets at end of year2022-12-31$315,958
Total plan assets at beginning of year2022-12-31$347,552
Value of fidelity bond covering the plan2022-12-31$100,000
Expenses. Other expenses not covered elsewhere2022-12-31$1,335
Other income received2022-12-31$-30,259
Net income (gross income less expenses)2022-12-31$-31,594
Net plan assets at end of year (total assets less liabilities)2022-12-31$315,958
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$347,552
Assets. Value of employer securities2022-12-31$194,000
2021 : JLD SERVICES, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$27,209
Expenses. Total of all expenses incurred2021-12-31$1,340
Total plan assets at end of year2021-12-31$347,552
Total plan assets at beginning of year2021-12-31$321,683
Value of fidelity bond covering the plan2021-12-31$100,000
Other income received2021-12-31$27,209
Net income (gross income less expenses)2021-12-31$25,869
Net plan assets at end of year (total assets less liabilities)2021-12-31$347,552
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$321,683
Assets. Value of employer securities2021-12-31$193,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,340
2020 : JLD SERVICES, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$16,787
Expenses. Total of all expenses incurred2020-12-31$1,063
Total plan assets at end of year2020-12-31$321,683
Total plan assets at beginning of year2020-12-31$305,959
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$16,787
Net income (gross income less expenses)2020-12-31$15,724
Net plan assets at end of year (total assets less liabilities)2020-12-31$321,683
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$305,959
Assets. Value of employer securities2020-12-31$195,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,063
2019 : JLD SERVICES, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$28,891
Expenses. Total of all expenses incurred2019-12-31$989
Total plan assets at end of year2019-12-31$305,959
Total plan assets at beginning of year2019-12-31$278,057
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$28,891
Net income (gross income less expenses)2019-12-31$27,902
Net plan assets at end of year (total assets less liabilities)2019-12-31$305,959
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$278,057
Assets. Value of employer securities2019-12-31$192,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$989
2018 : JLD SERVICES, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-7,068
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$278,057
Total plan assets at beginning of year2018-12-31$285,125
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-7,068
Net income (gross income less expenses)2018-12-31$-7,068
Net plan assets at end of year (total assets less liabilities)2018-12-31$278,057
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$285,125
Assets. Value of employer securities2018-12-31$190,200
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : JLD SERVICES, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$7,503
Expenses. Total of all expenses incurred2017-12-31$899
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$285,125
Total plan assets at beginning of year2017-12-31$278,521
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$7,503
Net income (gross income less expenses)2017-12-31$6,604
Net plan assets at end of year (total assets less liabilities)2017-12-31$285,125
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$278,521
Assets. Value of employer securities2017-12-31$190,000
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$899
2016 : JLD SERVICES, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$54,346
Expenses. Total of all expenses incurred2016-12-31$985
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$278,521
Total plan assets at beginning of year2016-12-31$225,160
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$2,806
Other income received2016-12-31$51,540
Net income (gross income less expenses)2016-12-31$53,361
Net plan assets at end of year (total assets less liabilities)2016-12-31$278,521
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$225,160
Assets. Value of employer securities2016-12-31$180,000
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$985
2015 : JLD SERVICES, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$225,386
Expenses. Total of all expenses incurred2015-12-31$226
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$225,160
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$256,783
Other income received2015-12-31$-31,397
Net income (gross income less expenses)2015-12-31$225,160
Net plan assets at end of year (total assets less liabilities)2015-12-31$225,160
Assets. Value of employer securities2015-12-31$120,000
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$226

Form 5500 Responses for JLD SERVICES, INC. RETIREMENT PLAN

2023: JLD SERVICES, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JLD SERVICES, INC. RETIREMENT 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: JLD SERVICES, INC. RETIREMENT 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: JLD SERVICES, INC. RETIREMENT 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: JLD SERVICES, INC. RETIREMENT 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: JLD SERVICES, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JLD SERVICES, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JLD SERVICES, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JLD SERVICES, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-08-31Type of plan entitySingle employer plan
2015-08-31First time form 5500 has been submittedYes
2015-08-31This return/report is a short plan year return/report (less than 12 months)Yes
2015-08-31Plan funding arrangement – TrustYes
2015-08-31Plan benefit arrangement - TrustYes

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