401k Plan data: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN plan

JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	JACOA EMPLOYEE RETIREMENT SAVINGS PLAN
Plan identification number	002

JACOA EMPLOYEE RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

J.A.C.O.A. has sponsored the creation of one or more 401k plans.

Company Name: J.A.C.O.A.

Employer identification number (EIN): 620716509

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACOA EMPLOYEE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01 BARRY COOPER
002 2016-07-01 BARRY COOPER
002 2015-07-01 BARRY COOPER
002 2014-07-01 BARRY COOPER
002 2013-07-01 BARRY COOPER 2014-11-18
002 2012-07-01 BARRY COOPER 2014-11-18
002 2011-07-01 JACKI HOVESKELAND 2012-08-22
002 2010-07-01 JACKI HOVESKELAND 2011-09-19

Plan Statistics for JACOA EMPLOYEE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for JACOA EMPLOYEE RETIREMENT SAVINGS PLAN

Measure Date Value
2019: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 37
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 30
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 5
Total of all active and inactive participants 2019-07-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 35
Number of participants with account balances 2019-07-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 1
2018: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 34
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 35
Number of retired or separated participants receiving benefits 2018-07-01 1
Number of other retired or separated participants entitled to future benefits 2018-07-01 3
Total of all active and inactive participants 2018-07-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 39
Number of participants with account balances 2018-07-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 32
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 28
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 6
Total of all active and inactive participants 2017-07-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 34
Number of participants with account balances 2017-07-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 29
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 28
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 4
Total of all active and inactive participants 2016-07-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 32
Number of participants with account balances 2016-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 23
2015: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 32
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 25
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 4
Total of all active and inactive participants 2015-07-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 29
Number of participants with account balances 2015-07-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 2
2014: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 32
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 32
Number of participants with account balances 2014-07-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0

Measure	Date	Value
2019: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	37
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	30
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	5
Total of all active and inactive participants	2019-07-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	35
Number of participants with account balances	2019-07-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	1
2018: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	34
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	35
Number of retired or separated participants receiving benefits	2018-07-01	1
Number of other retired or separated participants entitled to future benefits	2018-07-01	3
Total of all active and inactive participants	2018-07-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	39
Number of participants with account balances	2018-07-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	32
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	28
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	6
Total of all active and inactive participants	2017-07-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	34
Number of participants with account balances	2017-07-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	29
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	28
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	4
Total of all active and inactive participants	2016-07-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	32
Number of participants with account balances	2016-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	23
2015: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	32
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	25
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	4
Total of all active and inactive participants	2015-07-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	29
Number of participants with account balances	2015-07-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	2
2014: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	32
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	32
Number of participants with account balances	2014-07-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0

Financial Data on JACOA EMPLOYEE RETIREMENT SAVINGS PLAN

Measure	Date	Value
2020 : JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources	2020-06-30	$49,846
Expenses. Total of all expenses incurred	2020-06-30	$122,457
Benefits paid (including direct rollovers)	2020-06-30	$122,457
Total plan assets at end of year	2020-06-30	$333,902
Total plan assets at beginning of year	2020-06-30	$406,513
Value of fidelity bond covering the plan	2020-06-30	$50,000
Total contributions received or receivable from participants	2020-06-30	$28,175
Other income received	2020-06-30	$4,383
Net income (gross income less expenses)	2020-06-30	$-72,611
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$333,902
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$406,513
Assets. Value of participant loans	2020-06-30	$10,451
Total contributions received or receivable from employer(s)	2020-06-30	$17,288
2019 : JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources	2019-06-30	$62,812
Expenses. Total of all expenses incurred	2019-06-30	$16,894
Benefits paid (including direct rollovers)	2019-06-30	$16,894
Total plan assets at end of year	2019-06-30	$406,513
Total plan assets at beginning of year	2019-06-30	$360,595
Value of fidelity bond covering the plan	2019-06-30	$50,000
Total contributions received or receivable from participants	2019-06-30	$31,511
Other income received	2019-06-30	$16,724
Net income (gross income less expenses)	2019-06-30	$45,918
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$406,513
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$360,595
Assets. Value of participant loans	2019-06-30	$12,706
Total contributions received or receivable from employer(s)	2019-06-30	$14,577
2018 : JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources	2018-06-30	$60,503
Expenses. Total of all expenses incurred	2018-06-30	$50,985
Benefits paid (including direct rollovers)	2018-06-30	$50,985
Total plan assets at end of year	2018-06-30	$360,595
Total plan assets at beginning of year	2018-06-30	$351,077
Value of fidelity bond covering the plan	2018-06-30	$50,000
Total contributions received or receivable from participants	2018-06-30	$27,275
Other income received	2018-06-30	$17,467
Net income (gross income less expenses)	2018-06-30	$9,518
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$360,595
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$351,077
Assets. Value of participant loans	2018-06-30	$3,634
Total contributions received or receivable from employer(s)	2018-06-30	$15,761
2017 : JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$51,267
Expenses. Total of all expenses incurred	2017-06-30	$17,522
Benefits paid (including direct rollovers)	2017-06-30	$17,522
Total plan assets at end of year	2017-06-30	$351,077
Total plan assets at beginning of year	2017-06-30	$317,332
Total contributions received or receivable from participants	2017-06-30	$15,446
Other income received	2017-06-30	$25,134
Net income (gross income less expenses)	2017-06-30	$33,745
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$351,077
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$317,332
Assets. Value of participant loans	2017-06-30	$4,354
Total contributions received or receivable from employer(s)	2017-06-30	$10,687
2016 : JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$32,484
Expenses. Total of all expenses incurred	2016-06-30	$30,694
Benefits paid (including direct rollovers)	2016-06-30	$30,694
Total plan assets at end of year	2016-06-30	$317,332
Total plan assets at beginning of year	2016-06-30	$315,542
Total contributions received or receivable from participants	2016-06-30	$18,433
Other income received	2016-06-30	$-578
Net income (gross income less expenses)	2016-06-30	$1,790
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$317,332
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$315,542
Assets. Value of participant loans	2016-06-30	$6,382
Total contributions received or receivable from employer(s)	2016-06-30	$14,629
2015 : JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$77,443
Expenses. Total of all expenses incurred	2015-06-30	$12,143
Benefits paid (including direct rollovers)	2015-06-30	$12,143
Total plan assets at end of year	2015-06-30	$315,301
Total plan assets at beginning of year	2015-06-30	$250,001
Total contributions received or receivable from participants	2015-06-30	$18,024
Contributions received from other sources (not participants or employers)	2015-06-30	$44,783
Other income received	2015-06-30	$-15,032
Net income (gross income less expenses)	2015-06-30	$65,300
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$315,301
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$250,001
Total contributions received or receivable from employer(s)	2015-06-30	$29,668

Form 5500 Responses for JACOA EMPLOYEE RETIREMENT SAVINGS PLAN

2019: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: JACOA EMPLOYEE RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J.A.C.O.A.
Employer identification number (EIN):	620716509
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-07-01
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01	BARRY COOPER
002	2016-07-01	BARRY COOPER
002	2015-07-01	BARRY COOPER
002	2014-07-01	BARRY COOPER
002	2013-07-01	BARRY COOPER	2014-11-18
002	2012-07-01	BARRY COOPER	2014-11-18
002	2011-07-01	JACKI HOVESKELAND	2012-08-22
002	2010-07-01	JACKI HOVESKELAND	2011-09-19