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JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 401k Plan overview

Plan NameJOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN
Plan identification number 001

JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

JOHNSON SUPPLY & EQUIPMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:JOHNSON SUPPLY & EQUIPMENT CORPORATION
Employer identification number (EIN):741989212
NAIC Classification:423700

Additional information about JOHNSON SUPPLY & EQUIPMENT CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1977-11-04
Company Identification Number: 0041903600
Legal Registered Office Address: 10151 STELLA LINK RD

HOUSTON
United States of America (USA)
77025

More information about JOHNSON SUPPLY & EQUIPMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-04-01DON WILE2019-11-26
0012019-04-01DON WILE2019-11-26
0012018-04-01DONALD K. WILE2019-11-26
0012018-04-01DONALD K. WILE2019-11-26
0012017-04-01DONALD K. WILE DONALD K. WILE2019-01-15
0012016-04-01DONALD K. WILE DONALD K. WILE2018-01-16
0012015-04-01DONALD K. WILE DONALD K. WILE2017-01-13
0012014-04-01DONALD K. WILE DONALD K. WILE2016-01-14
0012013-04-01DONALD K. WILE DONALD K. WILE2015-01-15
0012012-04-01DONALD K. WILE
0012011-04-01DONALD K. WILE DONALD K. WILE2013-01-15
0012009-04-01DONALD K. WILE DONALD K. WILE2011-01-14

Plan Statistics for JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN

Measure Date Value
2017: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01167
Total number of active participants reported on line 7a of the Form 55002017-04-010
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
Market value of plan assets2017-03-315,199,089
Acturial value of plan assets2017-03-315,583,586
Funding target for retired participants and beneficiaries receiving payment2017-03-311,367,233
Number of terminated vested participants2017-03-3184
Fundng target for terminated vested participants2017-03-311,800,609
Active participant vested funding target2017-03-312,821,407
Number of active participants2017-03-3175
Total funding liabilities for active participants2017-03-312,821,407
Total participant count2017-03-31171
Total funding target for all participants2017-03-315,989,249
Balance at beginning of prior year after applicable adjustments2017-03-310
Prefunding balance at beginning of prior year after applicable adjustments2017-03-310
Amount remaining of carryover balance2017-03-310
Amount remaining of prefunding balance2017-03-310
Present value of excess contributions2017-03-314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-03-314
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-03-310
Reductions in caryover balances due to elections or deemed elections2017-03-310
Reductions in prefunding balances due to elections or deemed elections2017-03-310
Balance of carryovers at beginning of current year2017-03-310
Balance of prefunding at beginning of current year2017-03-310
Total employer contributions2017-03-31300,000
Total employee contributions2017-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-03-310
Contributions made to avoid restrictions adjusted to valuation date2017-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-31288,398
Unpaid minimum required contributions for all prior years2017-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-31103,000
Net shortfall amortization installment of oustanding balance2017-03-31405,663
Waiver amortization installment2017-03-310
Total funding amount beforereflecting carryover/prefunding balances2017-03-31170,024
Carryover balance elected to use to offset funding requirement2017-03-310
Prefunding balance elected to use to offset funding requirement2017-03-310
Additional cash requirement2017-03-31170,024
Contributions allocatedtoward minimum required contributions for current year2017-03-31288,398
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310
2016: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01170
Total number of active participants reported on line 7a of the Form 55002016-04-0170
Number of retired or separated participants receiving benefits2016-04-018
Number of other retired or separated participants entitled to future benefits2016-04-0186
Total of all active and inactive participants2016-04-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-013
Total participants2016-04-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01179
Total number of active participants reported on line 7a of the Form 55002015-04-0175
Number of retired or separated participants receiving benefits2015-04-018
Number of other retired or separated participants entitled to future benefits2015-04-0184
Total of all active and inactive participants2015-04-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-013
Total participants2015-04-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01186
Total number of active participants reported on line 7a of the Form 55002014-04-0184
Number of retired or separated participants receiving benefits2014-04-0110
Number of other retired or separated participants entitled to future benefits2014-04-0184
Total of all active and inactive participants2014-04-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-011
Total participants2014-04-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01191
Total number of active participants reported on line 7a of the Form 55002013-04-0186
Number of retired or separated participants receiving benefits2013-04-0110
Number of other retired or separated participants entitled to future benefits2013-04-0188
Total of all active and inactive participants2013-04-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-012
Total participants2013-04-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01196
Total number of active participants reported on line 7a of the Form 55002012-04-0195
Number of retired or separated participants receiving benefits2012-04-018
Number of other retired or separated participants entitled to future benefits2012-04-0187
Total of all active and inactive participants2012-04-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-011
Total participants2012-04-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01201
Total number of active participants reported on line 7a of the Form 55002011-04-01101
Number of retired or separated participants receiving benefits2011-04-017
Number of other retired or separated participants entitled to future benefits2011-04-0187
Total of all active and inactive participants2011-04-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-011
Total participants2011-04-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2009: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01215
Total number of active participants reported on line 7a of the Form 55002009-04-01114
Number of retired or separated participants receiving benefits2009-04-016
Number of other retired or separated participants entitled to future benefits2009-04-0186
Total of all active and inactive participants2009-04-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-011
Total participants2009-04-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN

Measure Date Value
2018 : JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$142,722
Total unrealized appreciation/depreciation of assets2018-03-31$142,722
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$2,982,272
Total loss/gain on sale of assets2018-03-31$-149,430
Total of all expenses incurred2018-03-31$8,323,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$8,306,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$2,957,930
Value of total assets at end of year2018-03-31$21,124
Value of total assets at beginning of year2018-03-31$5,362,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$16,832
Total interest from all sources2018-03-31$31,050
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-03-31$0
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$1,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$528
Total non interest bearing cash at end of year2018-03-31$0
Total non interest bearing cash at beginning of year2018-03-31$41,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$-5,341,457
Value of net assets at end of year (total assets less liabilities)2018-03-31$21,124
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$5,362,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$16,832
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$0
Income. Interest from US Government securities2018-03-31$4,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$1,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$4,938,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$4,938,545
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$26,497
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$1,558,380
Asset value of US Government securities at end of year2018-03-31$0
Asset value of US Government securities at beginning of year2018-03-31$161,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$2,957,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$6,748,517
Asset. Corporate debt instrument debt (other) at end of year2018-03-31$2,534
Asset. Corporate debt instrument debt (other) at beginning of year2018-03-31$88,078
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$16,762
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$132,056
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31Yes
Aggregate proceeds on sale of assets2018-03-31$5,670,163
Aggregate carrying amount (costs) on sale of assets2018-03-31$5,819,593
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31BDO USA, LLP
Accountancy firm EIN2018-03-31135381590
2017 : JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$-140,855
Total unrealized appreciation/depreciation of assets2017-03-31$-140,855
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$530,243
Total loss/gain on sale of assets2017-03-31$212,468
Total of all expenses incurred2017-03-31$366,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$246,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$300,000
Value of total assets at end of year2017-03-31$5,362,581
Value of total assets at beginning of year2017-03-31$5,199,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$119,839
Total interest from all sources2017-03-31$12,238
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$33,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-03-31$0
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$1,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$528
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$531
Administrative expenses (other) incurred2017-03-31$82,777
Total non interest bearing cash at end of year2017-03-31$41,708
Total non interest bearing cash at beginning of year2017-03-31$58,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$163,460
Value of net assets at end of year (total assets less liabilities)2017-03-31$5,362,581
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$5,199,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$37,062
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$2,088,981
Income. Interest from US Government securities2017-03-31$6,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$4,938,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$1,600,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$1,600,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$5,862
Asset value of US Government securities at end of year2017-03-31$161,666
Asset value of US Government securities at beginning of year2017-03-31$164,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$112,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$300,000
Employer contributions (assets) at beginning of year2017-03-31$12,326
Income. Dividends from common stock2017-03-31$33,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$246,944
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$88,078
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$111,442
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$132,056
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$1,161,655
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$3,662,530
Aggregate carrying amount (costs) on sale of assets2017-03-31$3,450,062
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31BDO USA, LLP
Accountancy firm EIN2017-03-31135381590
2016 : JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-73,035
Total unrealized appreciation/depreciation of assets2016-03-31$-73,035
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$-134
Total loss/gain on sale of assets2016-03-31$32,909
Total of all expenses incurred2016-03-31$535,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$432,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$105,326
Value of total assets at end of year2016-03-31$5,199,121
Value of total assets at beginning of year2016-03-31$5,734,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$102,934
Total interest from all sources2016-03-31$8,041
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$147,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$1,000,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$531
Administrative expenses (other) incurred2016-03-31$52,483
Total non interest bearing cash at end of year2016-03-31$58,996
Total non interest bearing cash at beginning of year2016-03-31$112,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-535,553
Value of net assets at end of year (total assets less liabilities)2016-03-31$5,199,121
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$5,734,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$50,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$2,088,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$2,255,346
Income. Interest from US Government securities2016-03-31$7,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$1,600,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$1,822,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$1,822,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$235
Asset value of US Government securities at end of year2016-03-31$164,492
Asset value of US Government securities at beginning of year2016-03-31$162,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-220,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$105,326
Employer contributions (assets) at end of year2016-03-31$12,326
Employer contributions (assets) at beginning of year2016-03-31$99,500
Income. Dividends from common stock2016-03-31$147,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$432,485
Asset. Corporate debt instrument debt (other) at end of year2016-03-31$111,442
Asset. Corporate debt instrument debt (other) at beginning of year2016-03-31$135,320
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$1,161,655
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$1,146,796
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$2,828,452
Aggregate carrying amount (costs) on sale of assets2016-03-31$2,795,543
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31BDO USA, LLP
Accountancy firm EIN2016-03-31135381590
2015 : JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$18,962
Total unrealized appreciation/depreciation of assets2015-03-31$18,962
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$690,695
Total loss/gain on sale of assets2015-03-31$103,599
Total of all expenses incurred2015-03-31$338,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$250,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$508,250
Value of total assets at end of year2015-03-31$5,734,674
Value of total assets at beginning of year2015-03-31$5,382,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$88,020
Total interest from all sources2015-03-31$8,495
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$146,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$1,000,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Administrative expenses (other) incurred2015-03-31$37,857
Total non interest bearing cash at end of year2015-03-31$112,818
Total non interest bearing cash at beginning of year2015-03-31$167,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$351,872
Value of net assets at end of year (total assets less liabilities)2015-03-31$5,734,674
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$5,382,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$50,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$2,255,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$2,531,490
Income. Interest from US Government securities2015-03-31$8,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$1,822,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$1,378,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$1,378,193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$157
Asset value of US Government securities at end of year2015-03-31$162,586
Asset value of US Government securities at beginning of year2015-03-31$155,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$-95,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$508,250
Employer contributions (assets) at end of year2015-03-31$99,500
Income. Dividends from common stock2015-03-31$146,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$250,803
Asset. Corporate debt instrument debt (other) at end of year2015-03-31$135,320
Asset. Corporate debt instrument debt (other) at beginning of year2015-03-31$152,786
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$1,146,796
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$996,973
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$1,165,444
Aggregate carrying amount (costs) on sale of assets2015-03-31$1,061,845
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31BDO USA, LLP
Accountancy firm EIN2015-03-31135381590
2014 : JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$18,613
Total unrealized appreciation/depreciation of assets2014-03-31$18,613
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$896,599
Total loss/gain on sale of assets2014-03-31$99,468
Total of all expenses incurred2014-03-31$407,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$335,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$520,000
Value of total assets at end of year2014-03-31$5,382,802
Value of total assets at beginning of year2014-03-31$4,893,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$71,448
Total interest from all sources2014-03-31$9,773
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$148,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-03-31$15,458
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$1,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Administrative expenses (other) incurred2014-03-31$24,353
Total non interest bearing cash at end of year2014-03-31$167,572
Total non interest bearing cash at beginning of year2014-03-31$7,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$489,246
Value of net assets at end of year (total assets less liabilities)2014-03-31$5,382,802
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$4,893,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$47,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$2,531,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$1,813,181
Income. Interest from US Government securities2014-03-31$9,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$1,378,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$1,895,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$1,895,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$140
Asset value of US Government securities at end of year2014-03-31$155,788
Asset value of US Government securities at beginning of year2014-03-31$166,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$100,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$520,000
Income. Dividends from common stock2014-03-31$148,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$335,905
Asset. Corporate debt instrument debt (other) at end of year2014-03-31$152,786
Asset. Corporate debt instrument debt (other) at beginning of year2014-03-31$209,195
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$996,973
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$786,828
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$1,174,756
Aggregate carrying amount (costs) on sale of assets2014-03-31$1,075,288
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31BDO USA, LLP
Accountancy firm EIN2014-03-31135381590
2013 : JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$-199,575
Total unrealized appreciation/depreciation of assets2013-03-31$-199,575
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$3,759
Total income from all sources (including contributions)2013-03-31$930,883
Total loss/gain on sale of assets2013-03-31$189,692
Total of all expenses incurred2013-03-31$387,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$324,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$570,000
Value of total assets at end of year2013-03-31$4,893,556
Value of total assets at beginning of year2013-03-31$4,354,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$63,285
Total interest from all sources2013-03-31$3,710
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$196,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-03-31$15,458
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$1,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$173,644
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$1,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$3,759
Administrative expenses (other) incurred2013-03-31$29,888
Total non interest bearing cash at end of year2013-03-31$7,060
Total non interest bearing cash at beginning of year2013-03-31$193,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$543,266
Value of net assets at end of year (total assets less liabilities)2013-03-31$4,893,556
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$4,350,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$33,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$1,884,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$1,460,226
Income. Interest from US Government securities2013-03-31$3,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$1,895,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$183,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$183,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$6
Asset value of US Government securities at end of year2013-03-31$166,343
Asset value of US Government securities at beginning of year2013-03-31$186,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$170,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$570,000
Income. Dividends from common stock2013-03-31$196,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$324,332
Asset. Corporate debt instrument debt (other) at end of year2013-03-31$209,195
Asset. Corporate debt instrument debt (other) at beginning of year2013-03-31$255,536
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$715,521
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$1,898,801
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$5,966,288
Aggregate carrying amount (costs) on sale of assets2013-03-31$5,776,596
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31UHY LLP
Accountancy firm EIN2013-03-31200694403
2012 : JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$-39,598
Total unrealized appreciation/depreciation of assets2012-03-31$-39,598
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$3,759
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$656
Total income from all sources (including contributions)2012-03-31$664,925
Total loss/gain on sale of assets2012-03-31$60,925
Total of all expenses incurred2012-03-31$212,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$148,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$542,833
Value of total assets at end of year2012-03-31$4,354,049
Value of total assets at beginning of year2012-03-31$3,898,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$63,853
Total interest from all sources2012-03-31$14,745
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$96,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$1,000,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Assets. Other investments not covered elsewhere at end of year2012-03-31$173,644
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$187,426
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$1,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$13,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$3,759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$656
Administrative expenses (other) incurred2012-03-31$24,860
Total non interest bearing cash at end of year2012-03-31$193,390
Total non interest bearing cash at beginning of year2012-03-31$78,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$452,561
Value of net assets at end of year (total assets less liabilities)2012-03-31$4,350,290
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$3,897,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$38,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$1,460,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$619,622
Income. Interest from US Government securities2012-03-31$10,700
Income. Interest from corporate debt instruments2012-03-31$3,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$183,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$212,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$212,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$160
Asset value of US Government securities at end of year2012-03-31$186,848
Asset value of US Government securities at beginning of year2012-03-31$554,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$-10,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$542,833
Income. Dividends from common stock2012-03-31$96,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$148,511
Asset. Corporate debt instrument debt (other) at end of year2012-03-31$255,536
Asset. Corporate debt instrument debt (other) at beginning of year2012-03-31$538,189
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$1,898,801
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$1,693,925
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$5,922,763
Aggregate carrying amount (costs) on sale of assets2012-03-31$5,861,838
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31UHY LLP
Accountancy firm EIN2012-03-31200694403
2011 : JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-03-31$231,168
Total unrealized appreciation/depreciation of assets2011-03-31$231,168
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$752,287
Total loss/gain on sale of assets2011-03-31$-17,889
Total of all expenses incurred2011-03-31$167,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$118,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$416,000
Value of total assets at end of year2011-03-31$3,898,385
Value of total assets at beginning of year2011-03-31$3,313,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$49,617
Total interest from all sources2011-03-31$40,878
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$32,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$1,000,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Assets. Other investments not covered elsewhere at end of year2011-03-31$187,426
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$13,203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$5,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$656
Administrative expenses (other) incurred2011-03-31$24,753
Total non interest bearing cash at end of year2011-03-31$78,585
Total non interest bearing cash at beginning of year2011-03-31$12,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$584,451
Value of net assets at end of year (total assets less liabilities)2011-03-31$3,897,729
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$3,313,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$24,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$619,622
Income. Interest from corporate debt instruments2011-03-31$39,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$212,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$2,756,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$2,756,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$901
Asset value of US Government securities at end of year2011-03-31$554,457
Asset value of US Government securities at beginning of year2011-03-31$242,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$49,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$416,000
Employer contributions (assets) at beginning of year2011-03-31$16,170
Income. Dividends from common stock2011-03-31$32,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$118,219
Asset. Corporate debt instrument debt (other) at end of year2011-03-31$538,189
Asset. Corporate debt instrument debt (other) at beginning of year2011-03-31$264,889
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$1,693,925
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$15,778
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$8,785,315
Aggregate carrying amount (costs) on sale of assets2011-03-31$8,803,204
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31UHY LLP
Accountancy firm EIN2011-03-31200694403
2010 : JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN

2017: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: JOHNSON SUPPLY & EQUIPMENT CORPORATION RETIREMENT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSPG-23879
Policy instance 1
Insurance contract or identification numberSPG-23879
Number of Individuals Covered16
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?Yes
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 planYes
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?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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameP. SCOTT HARBIN

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