401k Plan data: THE JACK OLSTA CO. RETIREMENT PLAN plan

THE JACK OLSTA CO. RETIREMENT PLAN 401k Plan overview

Plan Name	THE JACK OLSTA CO. RETIREMENT PLAN
Plan identification number	003

THE JACK OLSTA CO. RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE JACK OLSTA CO. has sponsored the creation of one or more 401k plans.

Company Name: THE JACK OLSTA CO.

Employer identification number (EIN): 760230964

NAIC Classification: 453990

Additional information about THE JACK OLSTA CO.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1987-10-02

Company Identification Number: 0106401600

Legal Registered Office Address: PO BOX 8668

HUNTSVILLE
United States of America (USA)
77340

More information about THE JACK OLSTA CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JACK OLSTA CO. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 JOHN OLSTA 2024-09-30
003 2022-01-01 JOHN OLSTA 2023-10-10
003 2021-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01 JOHN E. OLSTA JR.
003 2014-01-01 JOHN E. OLSTA JR.
003 2013-01-01 JOHN E. OLSTA JR.
003 2012-01-01 JOHN E OLSTA JR JOHN E OLSTA JR 2013-07-16
003 2011-01-01 JOHN E OLSTA JR
003 2009-01-01 JOHN E OLSTA JR JOHN E OLSTA JR 2010-05-17

Plan Statistics for THE JACK OLSTA CO. RETIREMENT PLAN

401k plan membership statisitcs for THE JACK OLSTA CO. RETIREMENT PLAN

Measure Date Value
2015: THE JACK OLSTA CO. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 43
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 25
Total of all active and inactive participants 2015-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 68
Number of participants with account balances 2015-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: THE JACK OLSTA CO. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 40
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 20
Total of all active and inactive participants 2014-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 60
Number of participants with account balances 2014-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: THE JACK OLSTA CO. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 34
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 17
Total of all active and inactive participants 2013-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 51
Number of participants with account balances 2013-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: THE JACK OLSTA CO. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 31
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 14
Total of all active and inactive participants 2012-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 45
Number of participants with account balances 2012-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: THE JACK OLSTA CO. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 26
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 17
Total of all active and inactive participants 2011-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 43
Number of participants with account balances 2011-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE JACK OLSTA CO. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
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 8
Total of all active and inactive participants 2009-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 33
Number of participants with account balances 2009-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: THE JACK OLSTA CO. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	43
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	25
Total of all active and inactive participants	2015-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	68
Number of participants with account balances	2015-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: THE JACK OLSTA CO. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	40
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	20
Total of all active and inactive participants	2014-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	60
Number of participants with account balances	2014-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: THE JACK OLSTA CO. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	34
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	17
Total of all active and inactive participants	2013-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	51
Number of participants with account balances	2013-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: THE JACK OLSTA CO. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	31
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	14
Total of all active and inactive participants	2012-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	45
Number of participants with account balances	2012-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: THE JACK OLSTA CO. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	26
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	17
Total of all active and inactive participants	2011-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	43
Number of participants with account balances	2011-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE JACK OLSTA CO. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
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	8
Total of all active and inactive participants	2009-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	33
Number of participants with account balances	2009-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE JACK OLSTA CO. RETIREMENT PLAN

Measure	Date	Value
2015 : THE JACK OLSTA CO. RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$498,970
Expenses. Total of all expenses incurred	2015-12-31	$82,085
Benefits paid (including direct rollovers)	2015-12-31	$80,755
Total plan assets at end of year	2015-12-31	$4,546,734
Total plan assets at beginning of year	2015-12-31	$4,129,849
Value of fidelity bond covering the plan	2015-12-31	$450,000
Total contributions received or receivable from participants	2015-12-31	$196,404
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$18,357
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$416,885
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,546,734
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,129,849
Assets. Value of participant loans	2015-12-31	$95,129
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	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$284,209
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,330
2014 : THE JACK OLSTA CO. RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$543,971
Expenses. Total of all expenses incurred	2014-12-31	$64,392
Benefits paid (including direct rollovers)	2014-12-31	$63,102
Total plan assets at end of year	2014-12-31	$4,129,849
Total plan assets at beginning of year	2014-12-31	$3,650,270
Value of fidelity bond covering the plan	2014-12-31	$375,000
Total contributions received or receivable from participants	2014-12-31	$91,298
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$97
Other income received	2014-12-31	$188,543
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$479,579
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,129,849
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,650,270
Assets. Value of participant loans	2014-12-31	$103,531
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	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$264,033
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,290
2013 : THE JACK OLSTA CO. RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$873,202
Expenses. Total of all expenses incurred	2013-12-31	$2,485
Benefits paid (including direct rollovers)	2013-12-31	$1,230
Total plan assets at end of year	2013-12-31	$3,650,270
Total plan assets at beginning of year	2013-12-31	$2,779,553
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$157,309
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$484,702
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$870,717
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,650,270
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,779,553
Assets. Value of participant loans	2013-12-31	$104,186
Total contributions received or receivable from employer(s)	2013-12-31	$231,191
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,255
2012 : THE JACK OLSTA CO. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$596,701
Expenses. Total of all expenses incurred	2012-12-31	$351,933
Benefits paid (including direct rollovers)	2012-12-31	$346,888
Total plan assets at end of year	2012-12-31	$2,779,553
Total plan assets at beginning of year	2012-12-31	$2,534,785
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$85,745
Contributions received from other sources (not participants or employers)	2012-12-31	$10,738
Other income received	2012-12-31	$308,802
Net income (gross income less expenses)	2012-12-31	$244,768
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,779,553
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,534,785
Assets. Value of participant loans	2012-12-31	$39,794
Total contributions received or receivable from employer(s)	2012-12-31	$191,416
Value of certain deemed distributions of participant loans	2012-12-31	$3,570
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE JACK OLSTA CO. RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$252,189
Expenses. Total of all expenses incurred	2011-12-31	$10,401
Benefits paid (including direct rollovers)	2011-12-31	$9,246
Total plan assets at end of year	2011-12-31	$2,534,785
Total plan assets at beginning of year	2011-12-31	$2,292,997
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$131,302
Contributions received from other sources (not participants or employers)	2011-12-31	$6,593
Other income received	2011-12-31	$-71,693
Net income (gross income less expenses)	2011-12-31	$241,788
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,534,785
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,292,997
Assets. Value of participant loans	2011-12-31	$37,036
Total contributions received or receivable from employer(s)	2011-12-31	$185,987
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE JACK OLSTA CO. RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$387,687
Expenses. Total of all expenses incurred	2010-12-31	$57,223
Benefits paid (including direct rollovers)	2010-12-31	$55,943
Total plan assets at end of year	2010-12-31	$2,292,997
Total plan assets at beginning of year	2010-12-31	$1,962,533
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$46,153
Other income received	2010-12-31	$261,591
Net income (gross income less expenses)	2010-12-31	$330,464
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,292,997
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,962,533
Assets. Value of participant loans	2010-12-31	$36,614
Total contributions received or receivable from employer(s)	2010-12-31	$79,943
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE JACK OLSTA CO. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE JACK OLSTA CO. RETIREMENT PLAN

2015: THE JACK OLSTA CO. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE JACK OLSTA CO. RETIREMENT PLAN 2014 form 5500 responses
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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE JACK OLSTA CO. RETIREMENT 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE JACK OLSTA CO. RETIREMENT 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE JACK OLSTA CO. RETIREMENT 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE JACK OLSTA CO. RETIREMENT 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE JACK OLSTA CO.
Employer identification number (EIN):	760230964
NAIC Classification:	453990

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1987-10-02
Company Identification Number:	0106401600
Legal Registered Office Address:	PO BOX 8668 HUNTSVILLE United States of America (USA) 77340

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	JOHN OLSTA	2024-09-30
003	2022-01-01	JOHN OLSTA	2023-10-10
003	2021-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01	JOHN E. OLSTA JR.
003	2014-01-01	JOHN E. OLSTA JR.
003	2013-01-01	JOHN E. OLSTA JR.
003	2012-01-01	JOHN E OLSTA JR		JOHN E OLSTA JR	2013-07-16
003	2011-01-01	JOHN E OLSTA JR
003	2009-01-01	JOHN E OLSTA JR		JOHN E OLSTA JR	2010-05-17