JOHNSON STORAGE & MOVING COMPANY HOLDING LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHNSON STORAGE & MOVING 401(K) PLAN
Measure | Date | Value |
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2022 : JOHNSON STORAGE & MOVING 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $6,165 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $324,790 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $101,749 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $61,926 |
Value of total corrective distributions | 2022-12-31 | $20,727 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $478,042 |
Value of total assets at end of year | 2022-12-31 | $1,122,428 |
Value of total assets at beginning of year | 2022-12-31 | $893,222 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $19,096 |
Total interest from all sources | 2022-12-31 | $1,074 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $28,931 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $28,931 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $468,375 |
Participant contributions at end of year | 2022-12-31 | $18,426 |
Participant contributions at beginning of year | 2022-12-31 | $22,757 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $9,667 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $6,165 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $30,803 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $361 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $223,041 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,116,263 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $893,222 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $6,581 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,066,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $865,976 |
Interest on participant loans | 2022-12-31 | $1,074 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $6,951 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $4,128 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $4,128 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-183,257 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $61,926 |
Contract administrator fees | 2022-12-31 | $12,515 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2022-12-31 | 381357951 |
2021 : JOHNSON STORAGE & MOVING 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $542,945 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $58,375 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $42,567 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $468,483 |
Value of total assets at end of year | 2021-12-31 | $893,222 |
Value of total assets at beginning of year | 2021-12-31 | $408,652 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,808 |
Total interest from all sources | 2021-12-31 | $1,313 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $17,078 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $17,078 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $423,992 |
Participant contributions at end of year | 2021-12-31 | $22,757 |
Participant contributions at beginning of year | 2021-12-31 | $25,182 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $3,408 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $44,491 |
Total non interest bearing cash at end of year | 2021-12-31 | $361 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $8 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $484,570 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $893,222 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $408,652 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $3,925 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $865,976 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $378,191 |
Interest on participant loans | 2021-12-31 | $1,313 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $4,128 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,863 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,863 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $56,071 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $42,567 |
Contract administrator fees | 2021-12-31 | $11,883 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PLANTE & MORAN, PLCC |
Accountancy firm EIN | 2021-12-31 | 381357951 |
2020 : JOHNSON STORAGE & MOVING 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $428,260 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $19,608 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,453 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $382,995 |
Value of total assets at end of year | 2020-12-31 | $408,652 |
Value of total assets at beginning of year | 2020-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $11,155 |
Total interest from all sources | 2020-12-31 | $701 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,629 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $4,629 |
Was this plan covered by a fidelity bond | 2020-12-31 | No |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $327,161 |
Participant contributions at end of year | 2020-12-31 | $25,182 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $3,408 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $55,834 |
Total non interest bearing cash at end of year | 2020-12-31 | $8 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $408,652 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $408,652 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $677 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $378,191 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $701 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,863 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $39,935 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,453 |
Contract administrator fees | 2020-12-31 | $10,478 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PLANTE & MORAN, PLCC |
Accountancy firm EIN | 2020-12-31 | 381357951 |