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JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameJANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN
Plan identification number 004

JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JANE PHILLIPS SUPPORT SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name:JANE PHILLIPS SUPPORT SERVICES, INC
Employer identification number (EIN):731530296
NAIC Classification:561210
NAIC Description:Facilities Support Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042015-01-01PAGE BACHMAN PAGE BACHMAN2016-10-17
0042014-01-01JULIE RICHARDSON JULIE RICHARDSON2015-10-15
0042013-01-01MIKE MOORE
0042012-01-01MIKE MOORE
0042011-01-01MIKE MOORE
0042009-01-01MIKE MOORE MIKE MOORE2010-10-13

Plan Statistics for JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN

Measure Date Value
2015: JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01351
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01365
Total number of active participants reported on line 7a of the Form 55002014-01-01332
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01351
Number of participants with account balances2014-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01370
Total number of active participants reported on line 7a of the Form 55002013-01-01355
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01365
Number of participants with account balances2013-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01360
Total number of active participants reported on line 7a of the Form 55002012-01-01290
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0180
Total of all active and inactive participants2012-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01370
Number of participants with account balances2012-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01290
Total number of active participants reported on line 7a of the Form 55002011-01-01257
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0189
Total of all active and inactive participants2011-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01346
Number of participants with account balances2011-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01223
Total number of active participants reported on line 7a of the Form 55002009-01-01170
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0166
Total of all active and inactive participants2009-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01236
Number of participants with account balances2009-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN

Measure Date Value
2015 : JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$8,124,291
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$0
Total income from all sources (including contributions)2015-12-31$231,552
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,397,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,361,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$475,974
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$9,289,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,112
Total interest from all sources2015-12-31$29,122
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$593,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$593,028
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,917
Participant contributions at beginning of year2015-12-31$62,266
Administrative expenses (other) incurred2015-12-31$35,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,165,511
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,289,802
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 beginning of year2015-12-31$7,882,208
Interest on participant loans2015-12-31$2,149
Interest earned on other investments2015-12-31$26,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,345,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-866,572
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$465,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,361,951
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31Yes
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 name2015-12-31CONKLIN, GILPIN & WERTZ, P.L.L.C.
Accountancy firm EIN2015-12-31271439588
2014 : JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,915,523
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$848,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$782,383
Expenses. Certain deemed distributions of participant loans2014-12-31$18,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,314,405
Value of total assets at end of year2014-12-31$9,289,802
Value of total assets at beginning of year2014-12-31$8,222,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,328
Total interest from all sources2014-12-31$28,262
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$535,652
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$535,652
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$797,950
Participant contributions at end of year2014-12-31$62,266
Participant contributions at beginning of year2014-12-31$47,715
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,639
Other income not declared elsewhere2014-12-31$342
Administrative expenses (other) incurred2014-12-31$47,328
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$1,066,847
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,289,802
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,222,955
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$7,882,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,111,802
Interest on participant loans2014-12-31$2,302
Interest earned on other investments2014-12-31$25,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,345,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,063,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$36,862
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$504,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$782,383
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 name2014-12-31CONKLIN, GILPIN & WERTZ, P.L.L.C.
Accountancy firm EIN2014-12-31271439588
2013 : JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,909,632
Total of all expenses incurred2013-12-31$265,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$246,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,826,323
Value of total assets at end of year2013-12-31$8,222,955
Value of total assets at beginning of year2013-12-31$5,579,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,133
Total interest from all sources2013-12-31$28,812
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$112,801
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$112,801
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$772,153
Participant contributions at end of year2013-12-31$47,715
Participant contributions at beginning of year2013-12-31$71,498
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$618,895
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$2,643,726
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,222,955
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,579,229
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
Investment advisory and management fees2013-12-31$19,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,111,802
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,719,220
Interest on participant loans2013-12-31$2,411
Interest earned on other investments2013-12-31$26,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,063,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$788,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$484,446
Net investment gain/loss from pooled separate accounts2013-12-31$457,250
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$435,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$246,773
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 name2013-12-31PETTUS AND COMPANY, PC
Accountancy firm EIN2013-12-31471415686
2012 : JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT 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$2,424,419
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$268,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$268,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,957,745
Value of total assets at end of year2012-12-31$5,579,229
Value of total assets at beginning of year2012-12-31$3,423,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$600
Total interest from all sources2012-12-31$23,925
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$630,993
Participant contributions at end of year2012-12-31$71,498
Participant contributions at beginning of year2012-12-31$35,125
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,041,724
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$2,155,568
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,579,229
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,423,661
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
Investment advisory and management fees2012-12-31$600
Value of interest in pooled separate accounts at end of year2012-12-31$4,719,220
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,715,413
Interest on participant loans2012-12-31$1,905
Interest earned on other investments2012-12-31$22,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$788,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$673,123
Net investment gain/loss from pooled separate accounts2012-12-31$442,749
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$285,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$268,251
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 name2012-12-31STOTTS BARCLAY PETTUS WHIPPLE LITTL
Accountancy firm EIN2012-12-31731134600
2011 : JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT 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$691,690
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$107,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$106,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$765,493
Value of total assets at end of year2011-12-31$3,423,661
Value of total assets at beginning of year2011-12-31$2,839,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$800
Total interest from all sources2011-12-31$18,653
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$422,579
Participant contributions at end of year2011-12-31$35,125
Participant contributions at beginning of year2011-12-31$28,287
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,286
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$584,374
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,423,661
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,839,287
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
Investment advisory and management fees2011-12-31$800
Value of interest in pooled separate accounts at end of year2011-12-31$2,715,413
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,309,375
Interest on participant loans2011-12-31$893
Interest earned on other investments2011-12-31$17,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$673,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$501,625
Net investment gain/loss from pooled separate accounts2011-12-31$-92,456
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$339,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$106,516
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 name2011-12-31STOTTS BARCLAY PETTUS WHIPPLE LITTL
Accountancy firm EIN2011-12-31731134600
2010 : JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,007,654
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$75,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$68,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$727,880
Value of total assets at end of year2010-12-31$2,839,287
Value of total assets at beginning of year2010-12-31$1,907,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,750
Total interest from all sources2010-12-31$13,248
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$800
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$388,561
Participant contributions at end of year2010-12-31$28,287
Participant contributions at beginning of year2010-12-31$24,263
Administrative expenses (other) incurred2010-12-31$5,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$932,224
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,839,287
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,907,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,309,375
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,573,299
Interest on participant loans2010-12-31$866
Interest earned on other investments2010-12-31$12,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$501,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$309,501
Net investment gain/loss from pooled separate accounts2010-12-31$266,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$339,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$68,680
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOOD SUTTON ROBINSON & FREEMAN, CPA
Accountancy firm EIN2010-12-31731569229

Form 5500 Responses for JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN

2015: JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT 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 filingYes
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: JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT 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: JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: JANE PHILLIPS SUPPORT SERVICES INC. 401(K) RETIREMENT 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ409
Policy instance 1
Insurance contract or identification numberVFZ409
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,429
Total amount of fees paid to insurance companyUSD $30
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 Administration0
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?Yes
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
Commission paid to Insurance BrokerUSD $3,429
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerNON-CASH
Insurance broker organization code?3
Insurance broker nameGREGORY M RULEY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ409
Policy instance 1
Insurance contract or identification numberVFZ409
Number of Individuals Covered351
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,553
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 Administration0
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?Yes
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
Commission paid to Insurance BrokerUSD $2,553
Insurance broker organization code?3
Insurance broker nameRULEY GREGORY M
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1939/VFZ409
Policy instance 1
Insurance contract or identification numberGH1939/VFZ409
Number of Individuals Covered365
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,200
Total amount of fees paid to insurance companyUSD $2,563
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,088
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees2563
Insurance broker nameBEASLEY & CO INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1939
Policy instance 1
Insurance contract or identification numberGH1939
Number of Individuals Covered372
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,566
Total amount of fees paid to insurance companyUSD $2,024
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 Administration0
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?Yes
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
Commission paid to Insurance BrokerUSD $9,100
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameBEASLEY & COMPANY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1939
Policy instance 1
Insurance contract or identification numberGH1939
Number of Individuals Covered312
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,552
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 Administration0
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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1939
Policy instance 1
Insurance contract or identification numberGH1939
Number of Individuals Covered274
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,950
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 Administration0
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?Yes
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

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