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J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJ.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number 001

J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

J.S. TODD & ASSOCIATES, DO, PA has sponsored the creation of one or more 401k plans.

Company Name:J.S. TODD & ASSOCIATES, DO, PA
Employer identification number (EIN):751559143
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01JANSEN S. TODD
0012017-01-01JANSEN S. TODD
0012016-01-01JANSEN S. TODD
0012015-01-01JANSEN S. TODD
0012014-01-01JANSEN S. TODD
0012013-01-01JANSEN S. TODD
0012012-01-01JANSEN S. TODD
0012011-01-01JANSEN S. TODD
0012010-01-01JANSEN S. TODD
0012009-01-01JANSEN S. TODD

Plan Statistics for 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
2020: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0118
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0113
Number of participants with account balances2019-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0131
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0118
Number of participants with account balances2018-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0129
Total number of active participants reported on line 7a of the Form 55002017-01-0118
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0131
Number of participants with account balances2017-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0128
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0129
Number of participants with account balances2016-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0126
Total number of active participants reported on line 7a of the Form 55002015-01-0118
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0127
Number of participants with account balances2015-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0125
Total number of active participants reported on line 7a of the Form 55002014-01-0113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0123
Number of participants with account balances2014-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0122
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0124
Number of participants with account balances2013-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0123
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0122
Number of participants with account balances2012-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0123
Number of participants with account balances2011-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0121
Total number of active participants reported on line 7a of the Form 55002010-01-0115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0124
Number of participants with account balances2010-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0122
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0121
Number of participants with account balances2009-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2020 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-06-30$766
Expenses. Total of all expenses incurred2020-06-30$332,026
Benefits paid (including direct rollovers)2020-06-30$329,933
Total plan assets at end of year2020-06-30$0
Total plan assets at beginning of year2020-06-30$331,260
Value of fidelity bond covering the plan2020-06-30$90,000
Other income received2020-06-30$601
Net income (gross income less expenses)2020-06-30$-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 securities2020-06-30$0
2019 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$43,377
Expenses. Total of all expenses incurred2019-12-31$106,793
Benefits paid (including direct rollovers)2019-12-31$100,874
Total plan assets at end of year2019-12-31$331,260
Total plan assets at beginning of year2019-12-31$394,676
Value of fidelity bond covering the plan2019-12-31$90,000
Other income received2019-12-31$12,637
Net income (gross income less expenses)2019-12-31$-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 interests2019-12-31$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 securities2019-12-31$0
2018 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$108,119
Expenses. Total of all expenses incurred2018-12-31$934,710
Benefits paid (including direct rollovers)2018-12-31$926,493
Total plan assets at end of year2018-12-31$394,676
Total plan assets at beginning of year2018-12-31$1,221,267
Value of fidelity bond covering the plan2018-12-31$90,000
Total contributions received or receivable from participants2018-12-31$65,221
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$7,941
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$8,415
Assets. Value of assets in partnership/joint-venture interests2018-12-31$101,240
Total contributions received or receivable from employer(s)2018-12-31$34,957
Value of certain deemed distributions of participant loans2018-12-31$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 securities2018-12-31$0
2017 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$260,804
Expenses. Total of all expenses incurred2017-12-31$56,354
Benefits paid (including direct rollovers)2017-12-31$47,996
Total plan assets at end of year2017-12-31$1,221,267
Total plan assets at beginning of year2017-12-31$1,016,817
Value of fidelity bond covering the plan2017-12-31$90,000
Total contributions received or receivable from participants2017-12-31$79,580
Other income received2017-12-31$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 loans2017-12-31$73,254
Assets. Value of assets in partnership/joint-venture interests2017-12-31$91,279
Total contributions received or receivable from employer(s)2017-12-31$35,393
Value of certain deemed distributions of participant loans2017-12-31$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 securities2017-12-31$0
2016 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$191,262
Expenses. Total of all expenses incurred2016-12-31$-1,274
Benefits paid (including direct rollovers)2016-12-31$796
Total plan assets at end of year2016-12-31$1,016,817
Total plan assets at beginning of year2016-12-31$824,281
Value of fidelity bond covering the plan2016-12-31$90,000
Total contributions received or receivable from participants2016-12-31$82,228
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$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 loans2016-12-31$57,607
Assets. Value of assets in partnership/joint-venture interests2016-12-31$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 2510.3-1022016-12-31$17,499
Total contributions received or receivable from employer(s)2016-12-31$34,132
Value of certain deemed distributions of participant loans2016-12-31$-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 securities2016-12-31$0
2015 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$126,272
Expenses. Total of all expenses incurred2015-12-31$19,671
Benefits paid (including direct rollovers)2015-12-31$12,839
Total plan assets at end of year2015-12-31$824,281
Total plan assets at beginning of year2015-12-31$717,680
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$57,689
Contributions received from other sources (not participants or employers)2015-12-31$62,215
Other income received2015-12-31$-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 loans2015-12-31$26,995
Assets. Value of assets in partnership/joint-venture interests2015-12-31$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 securities2015-12-31$0
2014 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$142,447
Expenses. Total of all expenses incurred2014-12-31$31,930
Benefits paid (including direct rollovers)2014-12-31$25,006
Total plan assets at end of year2014-12-31$717,680
Total plan assets at beginning of year2014-12-31$607,163
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$50,017
Other income received2014-12-31$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 loans2014-12-31$35,079
Assets. Value of assets in partnership/joint-venture interests2014-12-31$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 securities2014-12-31$0
2013 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$56,899
Expenses. Total of all expenses incurred2013-12-31$521,871
Benefits paid (including direct rollovers)2013-12-31$515,900
Total plan assets at end of year2013-12-31$607,163
Total plan assets at beginning of year2013-12-31$1,072,135
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$50,700
Other income received2013-12-31$-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 loans2013-12-31$8,001
Assets. Value of assets in partnership/joint-venture interests2013-12-31$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 securities2013-12-31$387,900
2012 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$78,601
Expenses. Total of all expenses incurred2012-12-31$303,406
Benefits paid (including direct rollovers)2012-12-31$292,465
Total plan assets at end of year2012-12-31$1,072,135
Total plan assets at beginning of year2012-12-31$1,296,940
Value of fidelity bond covering the plan2012-12-31$260,000
Total contributions received or receivable from participants2012-12-31$52,377
Contributions received from other sources (not participants or employers)2012-12-31$2,619
Other income received2012-12-31$-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 loans2012-12-31$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 loans2012-12-31$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 securities2012-12-31$0
2011 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$186,292
Expenses. Total of all expenses incurred2011-12-31$2,203,561
Benefits paid (including direct rollovers)2011-12-31$2,202,606
Total plan assets at end of year2011-12-31$1,296,940
Total plan assets at beginning of year2011-12-31$3,314,209
Value of fidelity bond covering the plan2011-12-31$375,000
Total contributions received or receivable from participants2011-12-31$57,356
Contributions received from other sources (not participants or employers)2011-12-31$8,512
Other income received2011-12-31$97,651
Net income (gross income less expenses)2011-12-31$-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 loans2011-12-31$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 securities2011-12-31$0
2010 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$223,449
Expenses. Total of all expenses incurred2010-12-31$4,802
Benefits paid (including direct rollovers)2010-12-31$4,092
Total plan assets at end of year2010-12-31$3,314,209
Total plan assets at beginning of year2010-12-31$3,095,562
Value of fidelity bond covering the plan2010-12-31$375,000
Total contributions received or receivable from participants2010-12-31$40,219
Other income received2010-12-31$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 loans2010-12-31$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 securities2010-12-31$0
2009 : J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN

2020: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: J.S. TODD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600287-000
Policy instance 1
Insurance contract or identification number600287-000
Insurance policy start date2020-01-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $174
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $174
Insurance broker organization code?3
Amount paid for insurance broker fees34
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600287-000
Policy instance 1
Insurance contract or identification number600287-000
Total amount of commissions paid to insurance brokerUSD $831
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $831
Insurance broker organization code?3
Amount paid for insurance broker fees136
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600287-000
Policy instance 1
Insurance contract or identification number600287-000
Number of Individuals Covered17
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,251
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $3,251
Insurance broker organization code?3
Amount paid for insurance broker fees506
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600287-000
Policy instance 1
Insurance contract or identification number600287-000
Number of Individuals Covered31
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,242
Total amount of fees paid to insurance companyUSD $466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,242
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameNOVA 401K ASSOCIATES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600287-000
Policy instance 1
Insurance contract or identification number600287-000
Number of Individuals Covered26
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,279
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $2,279
Insurance broker organization code?3
Amount paid for insurance broker fees299
Insurance broker nameNOVA 401K ASSOCIATES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600287-000
Policy instance 1
Insurance contract or identification number600287-000
Number of Individuals Covered23
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,753
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,753
Insurance broker organization code?3
Amount paid for insurance broker fees262
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNOVA 401K ASSOCIATES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600287-000
Policy instance 1
Insurance contract or identification number600287-000
Number of Individuals Covered23
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,632
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,632
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTOR FEES
Insurance broker organization code?3
Insurance broker nameNOVA 401K ASSOCIATES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600287-000
Policy instance 1
Insurance contract or identification number600287-000
Number of Individuals Covered21
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,786
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,786
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTOR FEES
Insurance broker organization code?3
Insurance broker nameNOVA 401K ASSOCIATES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600287-000
Policy instance 1
Insurance contract or identification number600287-000
Number of Individuals Covered22
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,852
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600287-000
Policy instance 1
Insurance contract or identification number600287-000
Number of Individuals Covered24
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,844
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,844
Insurance broker organization code?3
Amount paid for insurance broker fees668
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNOVA 401K ASSOCIATES

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