Logo

J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJ.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

J.P. EXCAVATING, INC. 401(K) PROFIT SHARING 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.
  • 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.P. EXCAVATING, INC. has sponsored the creation of one or more 401k plans.

Company Name:J.P. EXCAVATING, INC.
Employer identification number (EIN):841401800
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHON PALMER2024-05-16
0012022-01-01MICHON PALMER2023-05-17
0012021-01-01MICHON PALMER2022-10-04
0012020-01-01MICHON PALMER2021-08-17
0012019-01-01MICHON PALMER2020-07-29
0012018-01-01MICHON PALMER2019-05-16
0012017-01-01MICHON PALMER2018-09-25
0012016-01-01MICHON PALMER2017-08-09
0012015-01-01MICHON PALMER
0012014-01-01MICHON PALMER
0012013-01-01MICHON PALMER
0012012-01-01MICHON PALMER
0012011-01-01MICHON PALMER
0012010-01-01MICHON PALMER
0012009-01-01MICHON PALMER

Plan Statistics for J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: J.P. EXCAVATING, INC. 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 55002015-01-0138
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0141
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.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0126
Total number of active participants reported on line 7a of the Form 55002014-01-0126
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0126
Number of participants with account balances2014-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-0126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0126
Number of participants with account balances2013-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0116
Total number of active participants reported on line 7a of the Form 55002012-01-0118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0130
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0128
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0116
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0142
Total number of active participants reported on line 7a of the Form 55002010-01-0120
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0128
Number of participants with account balances2010-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0142
Total number of active participants reported on line 7a of the Form 55002009-01-0142
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0142
Number of participants with account balances2009-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : J.P. EXCAVATING, INC. 401(K) PROFIT SHARING 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$148,298
Expenses. Total of all expenses incurred2015-12-31$36,089
Benefits paid (including direct rollovers)2015-12-31$22,166
Total plan assets at end of year2015-12-31$1,003,413
Total plan assets at beginning of year2015-12-31$891,204
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$103,570
Expenses. Other expenses not covered elsewhere2015-12-31$13,923
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-11,581
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$112,209
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,003,413
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$891,204
Assets. Value of participant loans2015-12-31$48,545
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$3,770
Total contributions received or receivable from employer(s)2015-12-31$56,309
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
2014 : J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$163,588
Expenses. Total of all expenses incurred2014-12-31$119,898
Benefits paid (including direct rollovers)2014-12-31$106,707
Total plan assets at end of year2014-12-31$891,204
Total plan assets at beginning of year2014-12-31$847,514
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$89,576
Expenses. Other expenses not covered elsewhere2014-12-31$13,191
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$32,034
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$43,690
Net plan assets at end of year (total assets less liabilities)2014-12-31$891,204
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$847,514
Assets. Value of participant loans2014-12-31$54,703
Total contributions received or receivable from employer(s)2014-12-31$41,978
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$475,210
Expenses. Total of all expenses incurred2013-12-31$246,962
Benefits paid (including direct rollovers)2013-12-31$246,962
Total plan assets at end of year2013-12-31$847,514
Total plan assets at beginning of year2013-12-31$619,266
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$76,455
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$229,464
Other income received2013-12-31$127,761
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$228,248
Net plan assets at end of year (total assets less liabilities)2013-12-31$847,514
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$619,266
Assets. Value of participant loans2013-12-31$46,385
Total contributions received or receivable from employer(s)2013-12-31$41,530
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
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$120,916
Expenses. Total of all expenses incurred2012-12-31$36,594
Benefits paid (including direct rollovers)2012-12-31$36,594
Total plan assets at end of year2012-12-31$619,266
Total plan assets at beginning of year2012-12-31$534,944
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$54,016
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$66,900
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$84,322
Net plan assets at end of year (total assets less liabilities)2012-12-31$619,266
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$534,944
Assets. Value of participant loans2012-12-31$41,096
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
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$23,828
Expenses. Total of all expenses incurred2011-12-31$88,117
Benefits paid (including direct rollovers)2011-12-31$88,117
Total plan assets at end of year2011-12-31$534,944
Total plan assets at beginning of year2011-12-31$599,233
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$54,557
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-30,729
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-64,289
Net plan assets at end of year (total assets less liabilities)2011-12-31$534,944
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$599,233
Assets. Value of participant loans2011-12-31$34,116
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
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$139,645
Expenses. Total of all expenses incurred2010-12-31$54,975
Benefits paid (including direct rollovers)2010-12-31$54,975
Total plan assets at end of year2010-12-31$599,233
Total plan assets at beginning of year2010-12-31$514,563
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$54,154
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$69,579
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$84,670
Net plan assets at end of year (total assets less liabilities)2010-12-31$599,233
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$514,563
Assets. Value of participant loans2010-12-31$39,983
Total contributions received or receivable from employer(s)2010-12-31$15,912
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for J.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN

2015: J.P. EXCAVATING, INC. 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.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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.P. EXCAVATING, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55054
Policy instance 1
Insurance contract or identification number55054
Number of Individuals Covered26
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $9,486
Amount paid for insurance broker fees9486
Insurance broker organization code?3
Insurance broker namePERIOPE, L.C.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55054
Policy instance 1
Insurance contract or identification number55054
Number of Individuals Covered26
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $8,444
Amount paid for insurance broker fees8444
Insurance broker organization code?3
Insurance broker namePERIOPE, L.C.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55054
Policy instance 1
Insurance contract or identification number55054
Number of Individuals Covered26
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $7,516
Amount paid for insurance broker fees7166
Insurance broker organization code?3
Insurance broker nameRAYMOND, REEVES & STOUT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55054
Policy instance 1
Insurance contract or identification number55054
Number of Individuals Covered24
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $6,280
Amount paid for insurance broker fees5880
Insurance broker organization code?3
Insurance broker nameRAYMOND, REEVES & STOUT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55054
Policy instance 1
Insurance contract or identification number55054
Number of Individuals Covered26
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $5,945
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55054
Policy instance 1
Insurance contract or identification number55054
Number of Individuals Covered28
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $5,582
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees5182
Insurance broker organization code?3
Insurance broker nameRAYMOND, REEVES & STOUT

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1