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JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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

JBEAR ENTERPRISES, LLC has sponsored the creation of one or more 401k plans.

Company Name:JBEAR ENTERPRISES, LLC
Employer identification number (EIN):582597373
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Additional information about JBEAR ENTERPRISES, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 55837

More information about JBEAR ENTERPRISES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01MARC GILPIN MARC GILPIN2018-08-08
0012016-01-01MARC GILPIN MARC GILPIN2017-10-05
0012015-01-01MARC GILPIN2016-04-20 MARC GILPIN2016-04-20
0012014-01-01MARC GILPIN2015-05-11 MARC GILPIN2015-05-11
0012013-01-01MARC GILPIN2014-05-05 MARC GILPIN2014-05-05
0012012-01-01MARC GILPIN2013-05-02 MARC GILPIN2013-05-02
0012011-01-01MARC GILPIN2012-09-27 MARC GILPIN2012-09-27
0012010-01-01MARC M GILPIN2011-06-03 MARC M GILPIN2011-06-03
0012009-01-01MARC M GILPIN MARC M GILPIN2010-09-03

Plan Statistics for JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-01122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01131
Number of participants with account balances2016-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2009: JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0128
Total number of active participants reported on line 7a of the Form 55002009-01-0135
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0145
Number of participants with account balances2009-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$205,708
Total of all expenses incurred2017-12-31$1,065,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,060,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$84,817
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$859,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$2,373
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
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$84,817
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$1,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-859,362
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$859,362
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$857,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$120,891
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,060,972
Contract administrator fees2017-12-31$1,725
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Did the plan have assets held for investment2017-12-31No
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 PBGC2017-12-31Yes
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
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 name2017-12-31FRAZIER & DEETER
Accountancy firm EIN2017-12-31581433845
2016 : JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$216,723
Total of all expenses incurred2016-12-31$55,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$287
Value of total corrective distributions2016-12-31$52,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$171,339
Value of total assets at end of year2016-12-31$859,362
Value of total assets at beginning of year2016-12-31$697,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,549
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
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$128,369
Participant contributions at end of year2016-12-31$1,391
Participant contributions at beginning of year2016-12-31$2,890
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$42,970
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$161,631
Value of net assets at end of year (total assets less liabilities)2016-12-31$859,362
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$697,731
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
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$857,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$694,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$45,384
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$287
Contract administrator fees2016-12-31$75
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 name2016-12-31FRAZIER & DEETER
Accountancy firm EIN2016-12-31581433845
2009 : JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING 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 JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN

2017: JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING 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 filingYes
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 benefit arrangement – InsuranceYes
2016: JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING 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 benefit arrangement – InsuranceYes
2009: JBEAR ENTERPRISES, LLC 401(K) PROFIT SHARING 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342326
Policy instance 1
Insurance contract or identification number342326
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $47
Total amount of fees paid to insurance companyUSD $9
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $47
Insurance broker organization code?3
Amount paid for insurance broker fees9
Additional information about fees paid to insurance brokerCONTRAACT ADMINISTRATION
Insurance broker namePENSION FINANCIAL SERVICES INC.

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