J.S. TODD & ASSOCIATES, DO, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2020: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 13 |
Number of participants with account balances | 2019-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 14 |
Total of all active and inactive participants | 2018-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 18 |
Number of participants with account balances | 2018-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 13 |
Total of all active and inactive participants | 2017-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 31 |
Number of participants with account balances | 2017-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 14 |
Total of all active and inactive participants | 2016-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 29 |
Number of participants with account balances | 2016-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 27 |
Number of participants with account balances | 2015-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
Total of all active and inactive participants | 2014-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 23 |
Number of participants with account balances | 2014-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
Total of all active and inactive participants | 2013-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 24 |
Number of participants with account balances | 2013-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 22 |
Number of participants with account balances | 2012-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 23 |
Number of participants with account balances | 2011-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 9 |
Total of all active and inactive participants | 2010-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 24 |
Number of participants with account balances | 2010-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 21 |
Number of participants with account balances | 2009-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2020 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-06-30 | $766 |
Expenses. Total of all expenses incurred | 2020-06-30 | $332,026 |
Benefits paid (including direct rollovers) | 2020-06-30 | $329,933 |
Total plan assets at end of year | 2020-06-30 | $0 |
Total plan assets at beginning of year | 2020-06-30 | $331,260 |
Value of fidelity bond covering the plan | 2020-06-30 | $90,000 |
Other income received | 2020-06-30 | $601 |
Net income (gross income less expenses) | 2020-06-30 | $-331,260 |
Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $331,260 |
Total contributions received or receivable from employer(s) | 2020-06-30 | $165 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $2,093 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-06-30 | $0 |
2019 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $43,377 |
Expenses. Total of all expenses incurred | 2019-12-31 | $106,793 |
Benefits paid (including direct rollovers) | 2019-12-31 | $100,874 |
Total plan assets at end of year | 2019-12-31 | $331,260 |
Total plan assets at beginning of year | 2019-12-31 | $394,676 |
Value of fidelity bond covering the plan | 2019-12-31 | $90,000 |
Other income received | 2019-12-31 | $12,637 |
Net income (gross income less expenses) | 2019-12-31 | $-63,416 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $331,260 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $394,676 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $118,742 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $30,740 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $5,919 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $108,119 |
Expenses. Total of all expenses incurred | 2018-12-31 | $934,710 |
Benefits paid (including direct rollovers) | 2018-12-31 | $926,493 |
Total plan assets at end of year | 2018-12-31 | $394,676 |
Total plan assets at beginning of year | 2018-12-31 | $1,221,267 |
Value of fidelity bond covering the plan | 2018-12-31 | $90,000 |
Total contributions received or receivable from participants | 2018-12-31 | $65,221 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $7,941 |
Net income (gross income less expenses) | 2018-12-31 | $-826,591 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $394,676 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,221,267 |
Assets. Value of participant loans | 2018-12-31 | $8,415 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $101,240 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $34,957 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $8,217 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $260,804 |
Expenses. Total of all expenses incurred | 2017-12-31 | $56,354 |
Benefits paid (including direct rollovers) | 2017-12-31 | $47,996 |
Total plan assets at end of year | 2017-12-31 | $1,221,267 |
Total plan assets at beginning of year | 2017-12-31 | $1,016,817 |
Value of fidelity bond covering the plan | 2017-12-31 | $90,000 |
Total contributions received or receivable from participants | 2017-12-31 | $79,580 |
Other income received | 2017-12-31 | $145,831 |
Net income (gross income less expenses) | 2017-12-31 | $204,450 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,221,267 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,016,817 |
Assets. Value of participant loans | 2017-12-31 | $73,254 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $91,279 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $35,393 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $8,358 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $191,262 |
Expenses. Total of all expenses incurred | 2016-12-31 | $-1,274 |
Benefits paid (including direct rollovers) | 2016-12-31 | $796 |
Total plan assets at end of year | 2016-12-31 | $1,016,817 |
Total plan assets at beginning of year | 2016-12-31 | $824,281 |
Value of fidelity bond covering the plan | 2016-12-31 | $90,000 |
Total contributions received or receivable from participants | 2016-12-31 | $82,228 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $74,902 |
Net income (gross income less expenses) | 2016-12-31 | $192,536 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,016,817 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $824,281 |
Assets. Value of participant loans | 2016-12-31 | $57,607 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $83,793 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $17,499 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $34,132 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $-9,640 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $7,570 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $126,272 |
Expenses. Total of all expenses incurred | 2015-12-31 | $19,671 |
Benefits paid (including direct rollovers) | 2015-12-31 | $12,839 |
Total plan assets at end of year | 2015-12-31 | $824,281 |
Total plan assets at beginning of year | 2015-12-31 | $717,680 |
Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
Total contributions received or receivable from participants | 2015-12-31 | $57,689 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $62,215 |
Other income received | 2015-12-31 | $-869 |
Net income (gross income less expenses) | 2015-12-31 | $106,601 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $824,281 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $717,680 |
Assets. Value of participant loans | 2015-12-31 | $26,995 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $76,933 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $7,237 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $6,832 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $142,447 |
Expenses. Total of all expenses incurred | 2014-12-31 | $31,930 |
Benefits paid (including direct rollovers) | 2014-12-31 | $25,006 |
Total plan assets at end of year | 2014-12-31 | $717,680 |
Total plan assets at beginning of year | 2014-12-31 | $607,163 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $50,017 |
Other income received | 2014-12-31 | $33,569 |
Net income (gross income less expenses) | 2014-12-31 | $110,517 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $717,680 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $607,163 |
Assets. Value of participant loans | 2014-12-31 | $35,079 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $70,694 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $58,861 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $6,924 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $56,899 |
Expenses. Total of all expenses incurred | 2013-12-31 | $521,871 |
Benefits paid (including direct rollovers) | 2013-12-31 | $515,900 |
Total plan assets at end of year | 2013-12-31 | $607,163 |
Total plan assets at beginning of year | 2013-12-31 | $1,072,135 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Total contributions received or receivable from participants | 2013-12-31 | $50,700 |
Other income received | 2013-12-31 | $-19,371 |
Net income (gross income less expenses) | 2013-12-31 | $-464,972 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $607,163 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,072,135 |
Assets. Value of participant loans | 2013-12-31 | $8,001 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $64,892 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $25,570 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,971 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $387,900 |
2012 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $78,601 |
Expenses. Total of all expenses incurred | 2012-12-31 | $303,406 |
Benefits paid (including direct rollovers) | 2012-12-31 | $292,465 |
Total plan assets at end of year | 2012-12-31 | $1,072,135 |
Total plan assets at beginning of year | 2012-12-31 | $1,296,940 |
Value of fidelity bond covering the plan | 2012-12-31 | $260,000 |
Total contributions received or receivable from participants | 2012-12-31 | $52,377 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $2,619 |
Other income received | 2012-12-31 | $-6,687 |
Net income (gross income less expenses) | 2012-12-31 | $-224,805 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,072,135 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,296,940 |
Assets. Value of participant loans | 2012-12-31 | $9,037 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $492,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $30,292 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $3,895 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,046 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $186,292 |
Expenses. Total of all expenses incurred | 2011-12-31 | $2,203,561 |
Benefits paid (including direct rollovers) | 2011-12-31 | $2,202,606 |
Total plan assets at end of year | 2011-12-31 | $1,296,940 |
Total plan assets at beginning of year | 2011-12-31 | $3,314,209 |
Value of fidelity bond covering the plan | 2011-12-31 | $375,000 |
Total contributions received or receivable from participants | 2011-12-31 | $57,356 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $8,512 |
Other income received | 2011-12-31 | $97,651 |
Net income (gross income less expenses) | 2011-12-31 | $-2,017,269 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,296,940 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,314,209 |
Assets. Value of participant loans | 2011-12-31 | $25,886 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $557,600 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $22,773 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $955 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $223,449 |
Expenses. Total of all expenses incurred | 2010-12-31 | $4,802 |
Benefits paid (including direct rollovers) | 2010-12-31 | $4,092 |
Total plan assets at end of year | 2010-12-31 | $3,314,209 |
Total plan assets at beginning of year | 2010-12-31 | $3,095,562 |
Value of fidelity bond covering the plan | 2010-12-31 | $375,000 |
Total contributions received or receivable from participants | 2010-12-31 | $40,219 |
Other income received | 2010-12-31 | $131,716 |
Net income (gross income less expenses) | 2010-12-31 | $218,647 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,314,209 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,095,562 |
Assets. Value of participant loans | 2010-12-31 | $41,663 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $557,600 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $51,514 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $710 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2020: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | Yes |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 600287-000 |
Policy instance | 1 |
Insurance contract or identification number | 600287-000 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $174 | Total amount of fees paid to insurance company | USD $34 | 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 Broker | USD $174 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 34 | Additional information about fees paid to insurance broker | TPA FEES |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 600287-000 |
Policy instance | 1 |
Insurance contract or identification number | 600287-000 | Total amount of commissions paid to insurance broker | USD $831 | Total amount of fees paid to insurance company | USD $136 | 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 Broker | USD $831 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 136 | Additional information about fees paid to insurance broker | TPA FEES |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 600287-000 |
Policy instance | 1 |
Insurance contract or identification number | 600287-000 | Number of Individuals Covered | 17 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $3,251 | Total amount of fees paid to insurance company | USD $506 | 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 Broker | USD $3,251 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 506 | Additional information about fees paid to insurance broker | TPA FEES |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 600287-000 |
Policy instance | 1 |
Insurance contract or identification number | 600287-000 | Number of Individuals Covered | 31 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $3,242 | Total amount of fees paid to insurance company | USD $466 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,242 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER COMMISSION | Insurance broker organization code? | 3 | Insurance broker name | NOVA 401K ASSOCIATES |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 600287-000 |
Policy instance | 1 |
Insurance contract or identification number | 600287-000 | Number of Individuals Covered | 26 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $2,279 | Total amount of fees paid to insurance company | USD $299 | Are there contracts with allocated funds for individual policies? | Yes | Are there contracts with allocated funds for group deferred annuity? | Yes | 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 Broker | USD $2,279 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 299 | Insurance broker name | NOVA 401K ASSOCIATES |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 600287-000 |
Policy instance | 1 |
Insurance contract or identification number | 600287-000 | Number of Individuals Covered | 23 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,753 | Total amount of fees paid to insurance company | USD $262 | Are there contracts with allocated funds for individual policies? | Yes | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $1,753 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 262 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | NOVA 401K ASSOCIATES |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 600287-000 |
Policy instance | 1 |
Insurance contract or identification number | 600287-000 | Number of Individuals Covered | 23 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,632 | Total amount of fees paid to insurance company | USD $242 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $1,632 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | INVESTOR FEES | Insurance broker organization code? | 3 | Insurance broker name | NOVA 401K ASSOCIATES |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 600287-000 |
Policy instance | 1 |
Insurance contract or identification number | 600287-000 | Number of Individuals Covered | 21 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,786 | Total amount of fees paid to insurance company | USD $269 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $1,786 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | INVESTOR FEES | Insurance broker organization code? | 3 | Insurance broker name | NOVA 401K ASSOCIATES |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 600287-000 |
Policy instance | 1 |
Insurance contract or identification number | 600287-000 | Number of Individuals Covered | 22 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $2,852 | Total amount of fees paid to insurance company | USD $528 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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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TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 600287-000 |
Policy instance | 1 |
Insurance contract or identification number | 600287-000 | Number of Individuals Covered | 24 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $3,844 | Total amount of fees paid to insurance company | USD $668 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $3,844 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 668 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | NOVA 401K ASSOCIATES |
|