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| Plan Name | JIMMIE D. WOOLSEY ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JIMMIE D. WOOLSEY ENTERPRISES, INC. |
| Employer identification number (EIN): | 751782993 |
| NAIC Classification: | 713900 |
Additional information about JIMMIE D. WOOLSEY ENTERPRISES, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1981-10-05 |
| Company Identification Number: | 0058069000 |
| Legal Registered Office Address: |
5804 JACKSBORO HWY FORT WORTH United States of America (USA) 76114 |
More information about JIMMIE D. WOOLSEY ENTERPRISES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-10-01 | ||||
| 001 | 2021-10-01 | ||||
| 001 | 2020-10-01 | ||||
| 001 | 2019-10-01 | ||||
| 001 | 2018-10-01 | CAROLYN OGBURN | 2020-07-14 | CAROLYN OGBURN | 2020-07-14 |
| 001 | 2017-10-01 | JIMMIE WOOLSEY | 2019-07-15 | JIMMIE WOOLSEY | 2019-07-15 |
| 001 | 2016-10-01 | JOHN HOWARD | 2018-07-13 | JOHN HOWARD | 2018-07-13 |
| 001 | 2015-10-01 | JOHN HOWARD | 2017-07-17 | JOHN HOWARD | 2017-07-17 |
| 001 | 2014-10-01 | JIMMIE D. WOOLSEY | 2016-05-19 | ||
| 001 | 2013-10-01 | JIMMIE D. WOOLSEY | 2015-12-18 | ||
| 001 | 2012-10-01 | JIMMIE D. WOOLSEY | 2014-07-15 | ||
| 001 | 2011-10-01 | JIMMIE D. WOOLSEY | |||
| 001 | 2010-10-01 | JIMMIE D. WOOLSEY | |||
| 001 | 2009-10-01 | JIMMIE D. WOOLSEY | |||
| 001 | 2008-10-01 |
| Measure | Date | Value |
|---|---|---|
| 2025: JIMMIE D. WOOLSEY ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-03-05 | 3 |
| Total number of particpants at end of year | 2025-03-05 | 3 |
| Number of Participants With Account Balances | 2025-03-05 | 3 |
| 2023: JIMMIE D. WOOLSEY ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2023 401k membership | ||
| Total number of particpants at beginning of year | 2023-07-13 | 5 |
| Total number of particpants at end of year | 2023-07-13 | 5 |
| Number of Participants With Account Balances | 2023-07-13 | 4 |
| 2011: JIMMIE D. WOOLSEY ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-10-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 7 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
| Total of all active and inactive participants | 2011-10-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 1 |
| Total participants | 2011-10-01 | 8 |
| Number of participants with account balances | 2011-10-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
| 2010: JIMMIE D. WOOLSEY ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-10-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 8 |
| Number of retired or separated participants receiving benefits | 2010-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 0 |
| Total of all active and inactive participants | 2010-10-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 1 |
| Total participants | 2010-10-01 | 9 |
| Number of participants with account balances | 2010-10-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 0 |
| 2009: JIMMIE D. WOOLSEY ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-10-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 0 |
| Total of all active and inactive participants | 2009-10-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 1 |
| Total participants | 2009-10-01 | 6 |
| Number of participants with account balances | 2009-10-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2025 : JIMMIE D. WOOLSEY ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-03-05 | 0 |
| Total liabilities as of the end of the plan year | 2025-03-05 | 10000 |
| Total liabilities as of the beginning of the plan year | 2025-03-05 | 10000 |
| Total expenses incurred by plan in this plan year | 2025-03-05 | 3501254 |
| Net assets as of the end of the plan year | 2025-03-05 | 3646717 |
| Total assets as of the beginning of the plan year | 2025-03-05 | 6017523 |
| Value of plan covered by a fidelity bond | 2025-03-05 | 500000 |
| Participant contributions to plan in this plan year | 2025-03-05 | 0 |
| Other expenses paid from plan in this plan year | 2025-03-05 | 0 |
| Other contributions to plan in this plan year | 2025-03-05 | 0 |
| Other income to plan in this plan year | 2025-03-05 | 1130448 |
| Plan net income in this plan year | 2025-03-05 | -2370806 |
| Net assets as of the end of the plan year | 2025-03-05 | 3636717 |
| Net assets as of the beginning of the plan year | 2025-03-05 | 6007523 |
| Employer contributions to plan in this plan year | 2025-03-05 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-05 | 435 |
| 2023 : JIMMIE D. WOOLSEY ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2023 401k financial data | ||
| Total transfers to/from plan in this plan year | 2023-07-13 | 0 |
| Total liabilities as of the end of the plan year | 2023-07-13 | 10000 |
| Total liabilities as of the beginning of the plan year | 2023-07-13 | 10000 |
| Total expenses incurred by plan in this plan year | 2023-07-13 | 1143602 |
| Net assets as of the end of the plan year | 2023-07-13 | 6164257 |
| Total assets as of the beginning of the plan year | 2023-07-13 | 8759727 |
| Value of plan covered by a fidelity bond | 2023-07-13 | 500000 |
| Participant contributions to plan in this plan year | 2023-07-13 | 0 |
| Other expenses paid from plan in this plan year | 2023-07-13 | 0 |
| Other contributions to plan in this plan year | 2023-07-13 | 0 |
| Other income to plan in this plan year | 2023-07-13 | -1451868 |
| Plan net income in this plan year | 2023-07-13 | -2595470 |
| Net assets as of the end of the plan year | 2023-07-13 | 6154257 |
| Net assets as of the beginning of the plan year | 2023-07-13 | 8749727 |
| Employer contributions to plan in this plan year | 2023-07-13 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-07-13 | 237 |
| 2012 : JIMMIE D. WOOLSEY ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 401k financial data | ||
| Transfers to/from the plan | 2012-09-30 | $0 |
| Total plan liabilities at end of year | 2012-09-30 | $0 |
| Total plan liabilities at beginning of year | 2012-09-30 | $0 |
| Total income from all sources | 2012-09-30 | $814,333 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $53,280 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $45,224 |
| Total plan assets at end of year | 2012-09-30 | $5,592,898 |
| Total plan assets at beginning of year | 2012-09-30 | $4,831,845 |
| Value of fidelity bond covering the plan | 2012-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2012-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-09-30 | $0 |
| Other income received | 2012-09-30 | $814,333 |
| Noncash contributions received | 2012-09-30 | $0 |
| Net income (gross income less expenses) | 2012-09-30 | $761,053 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $5,592,898 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $4,831,845 |
| Assets. Value of participant loans | 2012-09-30 | $27,452 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2012-09-30 | $0 |
| Value of corrective distributions | 2012-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $8,056 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
| 2011 : JIMMIE D. WOOLSEY ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 401k financial data | ||
| Transfers to/from the plan | 2011-09-30 | $0 |
| Total plan liabilities at end of year | 2011-09-30 | $0 |
| Total plan liabilities at beginning of year | 2011-09-30 | $0 |
| Total income from all sources | 2011-09-30 | $-43,673 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $50,881 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $42,441 |
| Total plan assets at end of year | 2011-09-30 | $4,831,845 |
| Total plan assets at beginning of year | 2011-09-30 | $4,926,399 |
| Value of fidelity bond covering the plan | 2011-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2011-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $8,440 |
| Contributions received from other sources (not participants or employers) | 2011-09-30 | $0 |
| Other income received | 2011-09-30 | $-43,673 |
| Noncash contributions received | 2011-09-30 | $0 |
| Net income (gross income less expenses) | 2011-09-30 | $-94,554 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $4,831,845 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $4,926,399 |
| Assets. Value of participant loans | 2011-09-30 | $15,235 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2011-09-30 | $0 |
| Value of corrective distributions | 2011-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
| 2010 : JIMMIE D. WOOLSEY ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
| 2011: JIMMIE D. WOOLSEY ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 form 5500 responses | ||
|---|---|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Submission has been amended | No |
| 2011-10-01 | This submission is the final filing | No |
| 2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-10-01 | Plan is a collectively bargained plan | No |
| 2011-10-01 | Plan funding arrangement – Insurance | Yes |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JIMMIE D. WOOLSEY ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2010 form 5500 responses | ||
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Submission has been amended | No |
| 2010-10-01 | This submission is the final filing | No |
| 2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-10-01 | Plan is a collectively bargained plan | No |
| 2010-10-01 | Plan funding arrangement – Insurance | Yes |
| 2010-10-01 | Plan funding arrangement – Trust | Yes |
| 2010-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JIMMIE D. WOOLSEY ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 form 5500 responses | ||
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| 2008: JIMMIE D. WOOLSEY ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2008 form 5500 responses | ||
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | No |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) | |
| Policy contract number | 6022894 |
| Policy instance | 1 |
| AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 64645 ) | |
| Policy contract number | NO1230948 |
| Policy instance | 2 |
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) | |
| Policy contract number | 6022894 |
| Policy instance | 1 |
| AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 64645 ) | |
| Policy contract number | NO1230948 |
| Policy instance | 2 |