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JRD SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameJRD SERVICES, INC. 401(K) PLAN
Plan identification number 001

JRD SERVICES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JRD SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:JRD SERVICES, INC.
Employer identification number (EIN):810835580
NAIC Classification:561720
NAIC Description:Janitorial Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JRD SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01ROBERT DAILEY ROBERT DAILEY2018-09-18
0012017-01-01
0012016-01-01ROBERT DAILEY ROBERT DAILEY2017-09-22
0012015-12-09ROBERT DAILEY ROBERT DAILEY2016-09-08

Plan Statistics for JRD SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for JRD SERVICES, INC. 401(K) PLAN

Measure Date Value
2022: JRD SERVICES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017
Number of participants with account balances2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JRD SERVICES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-018
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0110
Number of participants with account balances2021-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JRD SERVICES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total number of active participants reported on line 7a of the Form 55002020-01-0110
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0111
Number of participants with account balances2020-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JRD SERVICES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0114
Number of participants with account balances2019-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JRD SERVICES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JRD SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-019
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JRD SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JRD SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-090
Total number of active participants reported on line 7a of the Form 55002015-12-091
Number of retired or separated participants receiving benefits2015-12-090
Number of other retired or separated participants entitled to future benefits2015-12-090
Total of all active and inactive participants2015-12-091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-090
Total participants2015-12-091
Number of participants with account balances2015-12-091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-090

Financial Data on JRD SERVICES, INC. 401(K) PLAN

Measure Date Value
2022 : JRD SERVICES, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-128,271
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$335,319
Total plan assets at beginning of year2022-12-31$463,590
Value of fidelity bond covering the plan2022-12-31$50,000
Total contributions received or receivable from participants2022-12-31$7,511
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-141,720
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-128,271
Net plan assets at end of year (total assets less liabilities)2022-12-31$335,319
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$463,590
Assets. Value of employer securities2022-12-31$275,457
Total contributions received or receivable from employer(s)2022-12-31$5,938
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : JRD SERVICES, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$219,918
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$463,590
Total plan assets at beginning of year2021-12-31$243,672
Value of fidelity bond covering the plan2021-12-31$50,000
Total contributions received or receivable from participants2021-12-31$8,132
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$205,562
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$219,918
Net plan assets at end of year (total assets less liabilities)2021-12-31$463,590
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$243,672
Assets. Value of employer securities2021-12-31$395,003
Total contributions received or receivable from employer(s)2021-12-31$6,224
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : JRD SERVICES, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$6,663
Expenses. Total of all expenses incurred2020-12-31$257
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$243,672
Total plan assets at beginning of year2020-12-31$237,266
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$9,234
Expenses. Other expenses not covered elsewhere2020-12-31$257
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-9,349
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$6,406
Net plan assets at end of year (total assets less liabilities)2020-12-31$243,672
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$237,266
Assets. Value of employer securities2020-12-31$189,441
Total contributions received or receivable from employer(s)2020-12-31$6,778
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : JRD SERVICES, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$-41,171
Expenses. Total of all expenses incurred2019-12-31$4,197
Benefits paid (including direct rollovers)2019-12-31$4,025
Total plan assets at end of year2019-12-31$237,534
Total plan assets at beginning of year2019-12-31$282,902
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$6,790
Expenses. Other expenses not covered elsewhere2019-12-31$172
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$-53,480
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-45,368
Net plan assets at end of year (total assets less liabilities)2019-12-31$237,534
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$282,902
Assets. Value of employer securities2019-12-31$204,253
Total contributions received or receivable from employer(s)2019-12-31$5,519
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : JRD SERVICES, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$10,881
Expenses. Total of all expenses incurred2018-12-31$2,402
Benefits paid (including direct rollovers)2018-12-31$2,402
Total plan assets at end of year2018-12-31$285,342
Total plan assets at beginning of year2018-12-31$276,863
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$5,503
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$798
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$8,479
Net plan assets at end of year (total assets less liabilities)2018-12-31$285,342
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$276,863
Assets. Value of employer securities2018-12-31$262,871
Total contributions received or receivable from employer(s)2018-12-31$4,580
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JRD SERVICES, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$161,142
Expenses. Total of all expenses incurred2017-12-31$38
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$276,863
Total plan assets at beginning of year2017-12-31$115,759
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$5,961
Expenses. Other expenses not covered elsewhere2017-12-31$38
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$150,280
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$161,104
Net plan assets at end of year (total assets less liabilities)2017-12-31$276,863
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$115,759
Assets. Value of employer securities2017-12-31$262,073
Total contributions received or receivable from employer(s)2017-12-31$4,901
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : JRD SERVICES, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$-24,927
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$115,759
Total plan assets at beginning of year2016-12-31$140,686
Value of fidelity bond covering the plan2016-12-31$10,000
Total contributions received or receivable from participants2016-12-31$1,486
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-27,633
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-24,927
Net plan assets at end of year (total assets less liabilities)2016-12-31$115,759
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$140,686
Assets. Value of employer securities2016-12-31$113,001
Total contributions received or receivable from employer(s)2016-12-31$1,220
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : JRD SERVICES, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$140,686
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$140,686
Total plan assets at beginning of year2015-12-31$0
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$350,000
Other income received2015-12-31$-209,314
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$140,686
Net plan assets at end of year (total assets less liabilities)2015-12-31$140,686
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Assets. Value of employer securities2015-12-31$140,686
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0

Form 5500 Responses for JRD SERVICES, INC. 401(K) PLAN

2022: JRD SERVICES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JRD SERVICES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JRD SERVICES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JRD SERVICES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JRD SERVICES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JRD SERVICES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JRD SERVICES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JRD SERVICES, INC. 401(K) PLAN 2015 form 5500 responses
2015-12-09Type of plan entitySingle employer plan
2015-12-09First time form 5500 has been submittedYes
2015-12-09Submission has been amendedNo
2015-12-09This submission is the final filingNo
2015-12-09This return/report is a short plan year return/report (less than 12 months)Yes
2015-12-09Plan is a collectively bargained planNo
2015-12-09Plan funding arrangement – TrustYes
2015-12-09Plan benefit arrangement - TrustYes

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