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JAMESTOWN 401(K) PLAN 401k Plan overview

Plan NameJAMESTOWN 401(K) PLAN
Plan identification number 001

JAMESTOWN 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JAMESTOWN MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:JAMESTOWN MANAGEMENT
Employer identification number (EIN):581745153
NAIC Classification:531120
NAIC Description:Lessors of Nonresidential Buildings (except Miniwarehouses)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMESTOWN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CYNTHIA LANOIS2019-10-14
0012017-01-01
0012016-01-01CYNTHIA LANOIS
0012015-01-01CYNTHIA LANOIS
0012014-01-01CYNTHIA LANOIS
0012013-01-01D. LEE WRIGHT
0012012-01-01MELANIE MILBURN D. LEE WRIGHT2013-07-30
0012011-01-01MELANIE MILBURN
0012010-01-01MELANIE MILBURN2011-06-25
0012009-01-01MELANIE MILBURN

Plan Statistics for JAMESTOWN 401(K) PLAN

401k plan membership statisitcs for JAMESTOWN 401(K) PLAN

Measure Date Value
2022: JAMESTOWN 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01496
Total number of active participants reported on line 7a of the Form 55002022-01-01389
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01175
Total of all active and inactive participants2022-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01564
Number of participants with account balances2022-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JAMESTOWN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01468
Total number of active participants reported on line 7a of the Form 55002021-01-01318
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01172
Total of all active and inactive participants2021-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01490
Number of participants with account balances2021-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JAMESTOWN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01469
Total number of active participants reported on line 7a of the Form 55002020-01-01305
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01157
Total of all active and inactive participants2020-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01462
Number of participants with account balances2020-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JAMESTOWN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01438
Total number of active participants reported on line 7a of the Form 55002019-01-01338
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01127
Total of all active and inactive participants2019-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01465
Number of participants with account balances2019-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JAMESTOWN 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01405
Total number of active participants reported on line 7a of the Form 55002018-01-01300
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01137
Total of all active and inactive participants2018-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01437
Number of participants with account balances2018-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JAMESTOWN 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01395
Total number of active participants reported on line 7a of the Form 55002017-01-01277
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01128
Total of all active and inactive participants2017-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01405
Number of participants with account balances2017-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JAMESTOWN 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01404
Total number of active participants reported on line 7a of the Form 55002016-01-01268
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01126
Total of all active and inactive participants2016-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01394
Number of participants with account balances2016-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JAMESTOWN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01425
Total number of active participants reported on line 7a of the Form 55002015-01-01303
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01404
Number of participants with account balances2015-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JAMESTOWN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01337
Total number of active participants reported on line 7a of the Form 55002014-01-01357
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0164
Total of all active and inactive participants2014-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01421
Number of participants with account balances2014-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: JAMESTOWN 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01296
Total number of active participants reported on line 7a of the Form 55002013-01-01306
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01342
Total participants2013-01-01342
Number of participants with account balances2013-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: JAMESTOWN 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01197
Total number of active participants reported on line 7a of the Form 55002012-01-01255
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01296
Number of participants with account balances2012-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: JAMESTOWN 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01141
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01181
Number of participants with account balances2011-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: JAMESTOWN 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01106
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01111
Number of participants with account balances2009-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JAMESTOWN 401(K) PLAN

Measure Date Value
2022 : JAMESTOWN 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,895,906
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,260,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,069,241
Value of total corrective distributions2022-12-31$3,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,231,588
Value of total assets at end of year2022-12-31$66,818,119
Value of total assets at beginning of year2022-12-31$73,974,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$188,163
Total interest from all sources2022-12-31$91,854
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,179,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,179,248
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,415,947
Participant contributions at end of year2022-12-31$355,762
Participant contributions at beginning of year2022-12-31$350,363
Participant contributions at end of year2022-12-31$105,356
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$684,646
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$8,401
Other income not declared elsewhere2022-12-31$1,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,156,568
Value of net assets at end of year (total assets less liabilities)2022-12-31$66,818,119
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$73,974,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$99,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$62,203,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$69,795,381
Interest on participant loans2022-12-31$13,385
Interest earned on other investments2022-12-31$78,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,638,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,470,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,400,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,130,995
Employer contributions (assets) at end of year2022-12-31$515,141
Employer contributions (assets) at beginning of year2022-12-31$358,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,060,840
Contract administrator fees2022-12-31$88,224
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOORE COLSON & CO, P.C.
Accountancy firm EIN2022-12-31581653941
2021 : JAMESTOWN 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$18,875,121
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,059,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,848,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,804,951
Value of total assets at end of year2021-12-31$73,974,687
Value of total assets at beginning of year2021-12-31$60,159,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$211,006
Total interest from all sources2021-12-31$92,494
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,010,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,010,315
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,889,645
Participant contributions at end of year2021-12-31$350,363
Participant contributions at beginning of year2021-12-31$339,850
Participant contributions at beginning of year2021-12-31$19,500
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,229,882
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$5,831
Other income not declared elsewhere2021-12-31$1,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,815,641
Value of net assets at end of year (total assets less liabilities)2021-12-31$73,974,687
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$60,159,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$109,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$69,795,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$56,203,528
Interest on participant loans2021-12-31$12,988
Interest earned on other investments2021-12-31$79,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,470,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,308,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,965,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,685,424
Employer contributions (assets) at end of year2021-12-31$358,788
Employer contributions (assets) at beginning of year2021-12-31$287,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,842,643
Contract administrator fees2021-12-31$101,542
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOORE COLSON & CO., P.C.
Accountancy firm EIN2021-12-31581653941
2020 : JAMESTOWN 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$14,415,088
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,473,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,301,408
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$16,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,678,452
Value of total assets at end of year2020-12-31$60,159,046
Value of total assets at beginning of year2020-12-31$48,217,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$156,151
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$92,147
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$830,091
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$830,091
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$3,626,624
Participant contributions at end of year2020-12-31$339,850
Participant contributions at beginning of year2020-12-31$198,898
Participant contributions at end of year2020-12-31$19,500
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$459,966
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
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 beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$771
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$11,941,284
Value of net assets at end of year (total assets less liabilities)2020-12-31$60,159,046
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$48,217,762
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
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 year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$80,644
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$56,203,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$44,764,739
Interest on participant loans2020-12-31$13,383
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$78,764
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
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$3,308,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,017,835
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$6,813,627
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,591,862
Employer contributions (assets) at end of year2020-12-31$287,536
Employer contributions (assets) at beginning of year2020-12-31$236,290
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,301,408
Contract administrator fees2020-12-31$75,507
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOORE COLSON & CO., P.C.
Accountancy firm EIN2020-12-31581653941
2019 : JAMESTOWN 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$120,287
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$15,180,873
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,732,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,602,292
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$9,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,333,288
Value of total assets at end of year2019-12-31$48,217,762
Value of total assets at beginning of year2019-12-31$35,889,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$121,225
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$84,182
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$798,559
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$798,559
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$3,329,565
Participant contributions at end of year2019-12-31$198,898
Participant contributions at beginning of year2019-12-31$178,899
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$596,523
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
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 beginning of year2019-12-31$120,287
Other income not declared elsewhere2019-12-31$1,935
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$121,582
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$12,448,331
Value of net assets at end of year (total assets less liabilities)2019-12-31$48,217,762
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,769,431
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
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 year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$54,255
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$44,764,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,591,367
Interest on participant loans2019-12-31$8,267
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$75,915
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
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$3,017,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,791,057
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$7,962,909
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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$2,407,200
Employer contributions (assets) at end of year2019-12-31$236,290
Employer contributions (assets) at beginning of year2019-12-31$206,813
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,602,292
Contract administrator fees2019-12-31$66,970
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31MOORE COLSON
Accountancy firm EIN2019-12-31581653941
2018 : JAMESTOWN 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$120,287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,726,441
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,534,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,365,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,902,041
Value of total assets at end of year2018-12-31$35,889,718
Value of total assets at beginning of year2018-12-31$34,577,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$169,666
Total interest from all sources2018-12-31$78,629
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,349,560
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$1,349,560
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$3,297,862
Participant contributions at end of year2018-12-31$178,899
Participant contributions at beginning of year2018-12-31$226,880
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$193,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$120,287
Total non interest bearing cash at end of year2018-12-31$121,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,191,626
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,769,431
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,577,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,591,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,649,675
Interest on participant loans2018-12-31$10,236
Interest earned on other investments2018-12-31$68,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,791,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,535,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,603,789
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$2,411,130
Employer contributions (assets) at end of year2018-12-31$206,813
Employer contributions (assets) at beginning of year2018-12-31$165,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,365,149
Contract administrator fees2018-12-31$169,666
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 name2018-12-31MOORE, COLSON & COMPANY P.C.
Accountancy firm EIN2018-12-31581653941
2017 : JAMESTOWN 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,082
Total income from all sources (including contributions)2017-12-31$10,440,435
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,190,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,075,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,424,170
Value of total assets at end of year2017-12-31$34,577,805
Value of total assets at beginning of year2017-12-31$28,330,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$115,877
Total interest from all sources2017-12-31$58,036
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$990,265
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$990,265
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$2,827,344
Participant contributions at end of year2017-12-31$226,880
Participant contributions at beginning of year2017-12-31$214,180
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$644,785
Total non interest bearing cash at beginning of year2017-12-31$2,082
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$6,249,501
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,577,805
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,328,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,649,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,799,245
Interest on participant loans2017-12-31$6,712
Interest earned on other investments2017-12-31$51,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,535,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,163,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,967,964
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$1,952,041
Employer contributions (assets) at end of year2017-12-31$165,576
Employer contributions (assets) at beginning of year2017-12-31$151,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,075,057
Contract administrator fees2017-12-31$115,877
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,082
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 name2017-12-31MOORE COLSON
Accountancy firm EIN2017-12-31581653941
2016 : JAMESTOWN 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,541,670
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,705,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,596,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,159,000
Value of total assets at end of year2016-12-31$28,330,386
Value of total assets at beginning of year2016-12-31$24,491,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$108,379
Total interest from all sources2016-12-31$58,187
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$648,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$648,948
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$2,540,378
Participant contributions at end of year2016-12-31$214,180
Participant contributions at beginning of year2016-12-31$325,408
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$779,330
Total non interest bearing cash at end of year2016-12-31$2,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,836,487
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,328,304
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,491,817
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$25,799,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,095,562
Interest on participant loans2016-12-31$9,842
Interest earned on other investments2016-12-31$48,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,163,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,941,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,675,535
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$1,839,292
Employer contributions (assets) at end of year2016-12-31$151,518
Employer contributions (assets) at beginning of year2016-12-31$129,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,596,804
Contract administrator fees2016-12-31$108,379
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,082
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 name2016-12-31MOORE COLSON
Accountancy firm EIN2016-12-31581653941
2015 : JAMESTOWN 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,035
Total income from all sources (including contributions)2015-12-31$5,338,299
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,237,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,139,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,428,861
Value of total assets at end of year2015-12-31$24,491,817
Value of total assets at beginning of year2015-12-31$22,395,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$97,676
Total interest from all sources2015-12-31$44,771
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$787,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$787,237
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$2,724,216
Participant contributions at end of year2015-12-31$325,408
Participant contributions at beginning of year2015-12-31$242,618
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$699,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,035
Total non interest bearing cash at beginning of year2015-12-31$91,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,100,981
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,491,817
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,390,836
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$22,095,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,510,349
Interest on participant loans2015-12-31$10,440
Interest earned on other investments2015-12-31$34,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,941,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,433,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-922,570
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$2,005,516
Employer contributions (assets) at end of year2015-12-31$129,470
Employer contributions (assets) at beginning of year2015-12-31$118,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,139,642
Contract administrator fees2015-12-31$97,676
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 name2015-12-31MOORE COLSON
Accountancy firm EIN2015-12-31581653941
2014 : JAMESTOWN 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,707
Total income from all sources (including contributions)2014-12-31$7,351,338
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,298,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,220,781
Expenses. Certain deemed distributions of participant loans2014-12-31$4,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,801,480
Value of total assets at end of year2014-12-31$22,395,871
Value of total assets at beginning of year2014-12-31$16,342,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$73,918
Total interest from all sources2014-12-31$43,763
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$810,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$810,773
Administrative expenses professional fees incurred2014-12-31$68,764
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$2,685,373
Participant contributions at end of year2014-12-31$242,618
Participant contributions at beginning of year2014-12-31$140,273
Participant contributions at beginning of year2014-12-31$43
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,129,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,707
Total non interest bearing cash at end of year2014-12-31$91,282
Total non interest bearing cash at beginning of year2014-12-31$13,208
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$6,052,596
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,390,836
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,338,240
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$20,510,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,616,476
Interest on participant loans2014-12-31$6,317
Interest earned on other investments2014-12-31$37,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,433,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,480,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$695,322
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$1,986,324
Employer contributions (assets) at end of year2014-12-31$118,158
Employer contributions (assets) at beginning of year2014-12-31$92,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,220,781
Contract administrator fees2014-12-31$5,154
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 name2014-12-31MOORE COLSON
Accountancy firm EIN2014-12-31581653941
2013 : JAMESTOWN 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,049,619
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$662,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$625,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,568,168
Value of total assets at end of year2013-12-31$16,342,947
Value of total assets at beginning of year2013-12-31$9,950,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,718
Total interest from all sources2013-12-31$5,904
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$436,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$436,235
Administrative expenses professional fees incurred2013-12-31$31,262
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,061,672
Participant contributions at end of year2013-12-31$140,273
Participant contributions at beginning of year2013-12-31$92,280
Participant contributions at end of year2013-12-31$43
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$236,003
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$903,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,707
Total non interest bearing cash at end of year2013-12-31$13,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,387,548
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,338,240
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,950,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,616,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,782,989
Income. Interest from loans (other than to participants)2013-12-31$5,904
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$4,682,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$156,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$156,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,480,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,039,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,602,560
Employer contributions (assets) at end of year2013-12-31$92,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$625,353
Contract administrator fees2013-12-31$5,456
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOORE COLSON
Accountancy firm EIN2013-12-31581653941
2012 : JAMESTOWN 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,873,132
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$742,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$739,511
Value of total corrective distributions2012-12-31$873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,950,438
Value of total assets at end of year2012-12-31$9,950,692
Value of total assets at beginning of year2012-12-31$6,819,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,051
Total interest from all sources2012-12-31$2,628
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$103,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$103,115
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,459,230
Participant contributions at end of year2012-12-31$92,280
Participant contributions at beginning of year2012-12-31$46,834
Assets. Other investments not covered elsewhere at end of year2012-12-31$236,003
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$338,185
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$482,379
Other income not declared elsewhere2012-12-31$23,056
Administrative expenses (other) incurred2012-12-31$2,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,130,697
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,950,692
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,819,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,782,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,466,278
Interest on participant loans2012-12-31$2,583
Value of interest in common/collective trusts at end of year2012-12-31$4,682,763
Value of interest in common/collective trusts at beginning of year2012-12-31$3,748,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$156,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$220,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$220,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$45
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$354,675
Net investment gain or loss from common/collective trusts2012-12-31$439,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,008,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$739,511
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOORE COLSON
Accountancy firm EIN2012-12-31581653941
2011 : JAMESTOWN 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,121,823
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$228,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$226,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,264,233
Value of total assets at end of year2011-12-31$6,819,995
Value of total assets at beginning of year2011-12-31$5,926,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,799
Total interest from all sources2011-12-31$2,522
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$49,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$49,987
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$768,536
Participant contributions at end of year2011-12-31$46,834
Participant contributions at beginning of year2011-12-31$53,268
Assets. Other investments not covered elsewhere at end of year2011-12-31$338,185
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$324,938
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,614
Other income not declared elsewhere2011-12-31$147
Administrative expenses (other) incurred2011-12-31$1,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$893,583
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,819,995
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,926,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,466,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,043,741
Interest on participant loans2011-12-31$2,522
Value of interest in common/collective trusts at end of year2011-12-31$3,748,672
Value of interest in common/collective trusts at beginning of year2011-12-31$3,196,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$220,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$308,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$308,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-175,955
Net investment gain or loss from common/collective trusts2011-12-31$-19,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$488,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$226,441
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOORE COLSON
Accountancy firm EIN2011-12-31581653941
2009 : JAMESTOWN 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JAMESTOWN 401(K) PLAN

2022: JAMESTOWN 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMESTOWN 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMESTOWN 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMESTOWN 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMESTOWN 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMESTOWN 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMESTOWN 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMESTOWN 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMESTOWN 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMESTOWN 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMESTOWN 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMESTOWN 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMESTOWN 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808465
Policy instance 1
Insurance contract or identification number808465
Number of Individuals Covered564
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808465
Policy instance 1
Insurance contract or identification number808465
Number of Individuals Covered490
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808465
Policy instance 1
Insurance contract or identification number808465
Number of Individuals Covered462
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808465
Policy instance 1
Insurance contract or identification number808465
Number of Individuals Covered465
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808465
Policy instance 1
Insurance contract or identification number808465
Number of Individuals Covered437
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808465
Policy instance 1
Insurance contract or identification number808465
Number of Individuals Covered405
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808465
Policy instance 1
Insurance contract or identification number808465
Number of Individuals Covered404
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808465
Policy instance 1
Insurance contract or identification number808465
Number of Individuals Covered421
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808465
Policy instance 1
Insurance contract or identification number808465
Number of Individuals Covered337
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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