Logo

JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 401k Plan overview

Plan NameJENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN
Plan identification number 002

JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS 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.
  • 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.

401k Sponsoring company profile

JENSEN DISTRIBUTION SERVICES has sponsored the creation of one or more 401k plans.

Company Name:JENSEN DISTRIBUTION SERVICES
Employer identification number (EIN):910272140
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-12-01
0022014-12-01
0022013-12-01DOUG KAUFFMAN
0022012-12-01DOUG KAUFFMAN
0022011-12-01DOUG KAUFFMAN
0022009-12-01DOUG KAUFFMAN
0022008-12-01

Plan Statistics for JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN

401k plan membership statisitcs for JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN

Measure Date Value
2015: JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-01300
Total number of active participants reported on line 7a of the Form 55002015-12-010
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-010
Total of all active and inactive participants2015-12-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-010
Total participants2015-12-010
Number of participants with account balances2015-12-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-013
2014: JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-01294
Total number of active participants reported on line 7a of the Form 55002014-12-01270
Number of retired or separated participants receiving benefits2014-12-010
Number of other retired or separated participants entitled to future benefits2014-12-0130
Total of all active and inactive participants2014-12-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-010
Total participants2014-12-01300
Number of participants with account balances2014-12-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-0114
2013: JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-01261
Total number of active participants reported on line 7a of the Form 55002013-12-01258
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-0133
Total of all active and inactive participants2013-12-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-01291
Number of participants with account balances2013-12-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-019
2012: JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-01264
Total number of active participants reported on line 7a of the Form 55002012-12-01218
Number of retired or separated participants receiving benefits2012-12-010
Number of other retired or separated participants entitled to future benefits2012-12-0124
Total of all active and inactive participants2012-12-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-010
Total participants2012-12-01242
Number of participants with account balances2012-12-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-014
2011: JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-01251
Total number of active participants reported on line 7a of the Form 55002011-12-01220
Number of retired or separated participants receiving benefits2011-12-010
Number of other retired or separated participants entitled to future benefits2011-12-0128
Total of all active and inactive participants2011-12-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-010
Total participants2011-12-01248
Number of participants with account balances2011-12-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-013
2009: JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-01261
Total number of active participants reported on line 7a of the Form 55002009-12-01220
Number of retired or separated participants receiving benefits2009-12-010
Number of other retired or separated participants entitled to future benefits2009-12-0131
Total of all active and inactive participants2009-12-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-010
Total participants2009-12-01251
Number of participants with account balances2009-12-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-012

Financial Data on JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN

Measure Date Value
2016 : JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-01-31$0
Total transfer of assets from this plan2016-01-31$18,162,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$35,006
Total income from all sources (including contributions)2016-01-31$-210,947
Total loss/gain on sale of assets2016-01-31$0
Total of all expenses incurred2016-01-31$3,274,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$3,274,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$92,053
Value of total assets at end of year2016-01-31$0
Value of total assets at beginning of year2016-01-31$21,683,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$0
Total interest from all sources2016-01-31$1,264
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$1,106,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-31$1,106,117
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$500,000
If this is an individual account plan, was there a blackout period2016-01-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-31$0
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Contributions received from participants2016-01-31$56,143
Participant contributions at end of year2016-01-31$0
Participant contributions at beginning of year2016-01-31$303,464
Participant contributions at end of year2016-01-31$0
Participant contributions at beginning of year2016-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-01-31$5,922
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-01-31$286
Liabilities. Value of operating payables at end of year2016-01-31$0
Liabilities. Value of operating payables at beginning of year2016-01-31$50
Total non interest bearing cash at end of year2016-01-31$0
Total non interest bearing cash at beginning of year2016-01-31$78,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$-3,485,767
Value of net assets at end of year (total assets less liabilities)2016-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$21,648,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$18,368,308
Interest on participant loans2016-01-31$1,264
Value of interest in common/collective trusts at end of year2016-01-31$0
Value of interest in common/collective trusts at beginning of year2016-01-31$2,642,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-01-31$267,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-01-31$267,597
Expenses. Payments to insurance carriers foe the provision of benefits2016-01-31$58
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-31$-1,412,570
Net investment gain or loss from common/collective trusts2016-01-31$2,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31Yes
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$29,988
Employer contributions (assets) at end of year2016-01-31$0
Employer contributions (assets) at beginning of year2016-01-31$22,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$3,274,762
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-01-31Yes
Liabilities. Value of benefit claims payable at end of year2016-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-01-31$34,670
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31Yes
Opinion of an independent qualified public accountant for this plan2016-01-31Disclaimer
Accountancy firm name2016-01-31MOSS ADAMS, LLP
Accountancy firm EIN2016-01-31910189318
2015 : JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$35,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$12,150
Total income from all sources (including contributions)2015-11-30$1,452,685
Total loss/gain on sale of assets2015-11-30$0
Total of all expenses incurred2015-11-30$3,424,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-11-30$3,423,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-11-30$1,167,921
Value of total assets at end of year2015-11-30$21,683,454
Value of total assets at beginning of year2015-11-30$23,632,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-11-30$800
Total interest from all sources2015-11-30$16,045
Total dividends received (eg from common stock, registered investment company shares)2015-11-30$1,147,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-11-30$1,147,585
Administrative expenses professional fees incurred2015-11-30$800
Was this plan covered by a fidelity bond2015-11-30Yes
Value of fidelity bond cover2015-11-30$500,000
If this is an individual account plan, was there a blackout period2015-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
Were there any nonexempt tranactions with any party-in-interest2015-11-30No
Contributions received from participants2015-11-30$771,029
Participant contributions at end of year2015-11-30$303,464
Participant contributions at beginning of year2015-11-30$377,574
Participant contributions at end of year2015-11-30$0
Participant contributions at beginning of year2015-11-30$33,331
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-11-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-11-30$286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-11-30$0
Liabilities. Value of operating payables at end of year2015-11-30$50
Liabilities. Value of operating payables at beginning of year2015-11-30$0
Total non interest bearing cash at end of year2015-11-30$78,859
Total non interest bearing cash at beginning of year2015-11-30$16,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Value of net income/loss2015-11-30$-1,972,036
Value of net assets at end of year (total assets less liabilities)2015-11-30$21,648,448
Value of net assets at beginning of year (total assets less liabilities)2015-11-30$23,620,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-11-30No
Were any leases to which the plan was party in default or uncollectible2015-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-11-30$18,368,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-11-30$19,678,645
Interest on participant loans2015-11-30$16,045
Value of interest in common/collective trusts at end of year2015-11-30$2,642,717
Value of interest in common/collective trusts at beginning of year2015-11-30$3,248,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-11-30$267,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-11-30$255,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-11-30$255,415
Expenses. Payments to insurance carriers foe the provision of benefits2015-11-30$635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-11-30$-688,976
Net investment gain or loss from common/collective trusts2015-11-30$-189,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-11-30No
Was there a failure to transmit to the plan any participant contributions2015-11-30No
Has the plan failed to provide any benefit when due under the plan2015-11-30No
Contributions received in cash from employer2015-11-30$396,892
Employer contributions (assets) at end of year2015-11-30$22,509
Employer contributions (assets) at beginning of year2015-11-30$22,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-11-30$3,423,286
Liabilities. Value of benefit claims payable at end of year2015-11-30$34,670
Liabilities. Value of benefit claims payable at beginning of year2015-11-30$12,150
Did the plan have assets held for investment2015-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-11-30Yes
Opinion of an independent qualified public accountant for this plan2015-11-30Disclaimer
Accountancy firm name2015-11-30MOSS ADAMS, LLP
Accountancy firm EIN2015-11-30910189318
2014 : JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$12,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$90
Total income from all sources (including contributions)2014-11-30$3,164,586
Total loss/gain on sale of assets2014-11-30$0
Total of all expenses incurred2014-11-30$1,133,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-11-30$1,132,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-11-30$1,067,187
Value of total assets at end of year2014-11-30$23,632,634
Value of total assets at beginning of year2014-11-30$21,589,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-11-30$900
Total interest from all sources2014-11-30$19,129
Total dividends received (eg from common stock, registered investment company shares)2014-11-30$627,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-11-30$627,899
Administrative expenses professional fees incurred2014-11-30$900
Was this plan covered by a fidelity bond2014-11-30Yes
Value of fidelity bond cover2014-11-30$500,000
If this is an individual account plan, was there a blackout period2014-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
Were there any nonexempt tranactions with any party-in-interest2014-11-30No
Contributions received from participants2014-11-30$685,475
Participant contributions at end of year2014-11-30$377,574
Participant contributions at beginning of year2014-11-30$401,115
Participant contributions at end of year2014-11-30$33,331
Participant contributions at beginning of year2014-11-30$19,054
Income. Received or receivable in cash from other sources (including rollovers)2014-11-30$36,390
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-11-30$0
Liabilities. Value of operating payables at end of year2014-11-30$0
Liabilities. Value of operating payables at beginning of year2014-11-30$90
Total non interest bearing cash at end of year2014-11-30$16,153
Total non interest bearing cash at beginning of year2014-11-30$5,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Value of net income/loss2014-11-30$2,030,706
Value of net assets at end of year (total assets less liabilities)2014-11-30$23,620,484
Value of net assets at beginning of year (total assets less liabilities)2014-11-30$21,589,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-11-30No
Were any leases to which the plan was party in default or uncollectible2014-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-11-30$19,678,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-11-30$17,521,173
Interest on participant loans2014-11-30$19,129
Value of interest in common/collective trusts at end of year2014-11-30$3,248,664
Value of interest in common/collective trusts at beginning of year2014-11-30$2,882,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-11-30$255,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-11-30$741,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-11-30$741,011
Expenses. Payments to insurance carriers foe the provision of benefits2014-11-30$577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-11-30$1,400,796
Net investment gain or loss from common/collective trusts2014-11-30$49,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-11-30No
Was there a failure to transmit to the plan any participant contributions2014-11-30No
Has the plan failed to provide any benefit when due under the plan2014-11-30No
Contributions received in cash from employer2014-11-30$345,322
Employer contributions (assets) at end of year2014-11-30$22,852
Employer contributions (assets) at beginning of year2014-11-30$19,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-11-30$1,132,403
Liabilities. Value of benefit claims payable at end of year2014-11-30$12,150
Liabilities. Value of benefit claims payable at beginning of year2014-11-30$0
Did the plan have assets held for investment2014-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-11-30Yes
Opinion of an independent qualified public accountant for this plan2014-11-30Disclaimer
Accountancy firm name2014-11-30MOSS ADAMS, LLP
Accountancy firm EIN2014-11-30910189318
2013 : JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$90
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$7,208
Total income from all sources (including contributions)2013-11-30$4,187,922
Total loss/gain on sale of assets2013-11-30$0
Total of all expenses incurred2013-11-30$864,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-11-30$864,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-11-30$900,561
Value of total assets at end of year2013-11-30$21,589,868
Value of total assets at beginning of year2013-11-30$18,273,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-11-30$750
Total interest from all sources2013-11-30$20,747
Total dividends received (eg from common stock, registered investment company shares)2013-11-30$476,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-11-30$476,584
Administrative expenses professional fees incurred2013-11-30$750
Was this plan covered by a fidelity bond2013-11-30Yes
Value of fidelity bond cover2013-11-30$500,000
If this is an individual account plan, was there a blackout period2013-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
Were there any nonexempt tranactions with any party-in-interest2013-11-30No
Contributions received from participants2013-11-30$537,375
Participant contributions at end of year2013-11-30$401,115
Participant contributions at beginning of year2013-11-30$440,839
Participant contributions at end of year2013-11-30$19,054
Participant contributions at beginning of year2013-11-30$25,797
Income. Received or receivable in cash from other sources (including rollovers)2013-11-30$129,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-11-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-11-30$7,058
Other income not declared elsewhere2013-11-30$12,676
Liabilities. Value of operating payables at end of year2013-11-30$90
Liabilities. Value of operating payables at beginning of year2013-11-30$150
Total non interest bearing cash at end of year2013-11-30$5,394
Total non interest bearing cash at beginning of year2013-11-30$9,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Value of net income/loss2013-11-30$3,323,139
Value of net assets at end of year (total assets less liabilities)2013-11-30$21,589,778
Value of net assets at beginning of year (total assets less liabilities)2013-11-30$18,266,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-11-30No
Were any leases to which the plan was party in default or uncollectible2013-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-11-30$17,521,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-11-30$14,648,931
Income. Interest from loans (other than to participants)2013-11-30$20,747
Value of interest in common/collective trusts at end of year2013-11-30$2,882,846
Value of interest in common/collective trusts at beginning of year2013-11-30$2,348,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-11-30$741,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-11-30$784,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-11-30$784,647
Expenses. Payments to insurance carriers foe the provision of benefits2013-11-30$614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-11-30$2,757,904
Net investment gain or loss from common/collective trusts2013-11-30$19,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-11-30No
Was there a failure to transmit to the plan any participant contributions2013-11-30No
Has the plan failed to provide any benefit when due under the plan2013-11-30No
Contributions received in cash from employer2013-11-30$233,819
Employer contributions (assets) at end of year2013-11-30$19,275
Employer contributions (assets) at beginning of year2013-11-30$16,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-11-30$863,419
Did the plan have assets held for investment2013-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-11-30Yes
Opinion of an independent qualified public accountant for this plan2013-11-30Disclaimer
Accountancy firm name2013-11-30MOSS ADAMS, LLP
Accountancy firm EIN2013-11-30910189318
2012 : JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$7,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$4,505
Total income from all sources (including contributions)2012-11-30$2,308,711
Total loss/gain on sale of assets2012-11-30$0
Total of all expenses incurred2012-11-30$647,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-11-30$645,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-11-30$784,340
Value of total assets at end of year2012-11-30$18,116,087
Value of total assets at beginning of year2012-11-30$16,451,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-11-30$2,048
Total interest from all sources2012-11-30$21,691
Total dividends received (eg from common stock, registered investment company shares)2012-11-30$445,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-11-30$445,886
Administrative expenses professional fees incurred2012-11-30$700
Was this plan covered by a fidelity bond2012-11-30Yes
Value of fidelity bond cover2012-11-30$500,000
If this is an individual account plan, was there a blackout period2012-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
Were there any nonexempt tranactions with any party-in-interest2012-11-30No
Contributions received from participants2012-11-30$554,170
Participant contributions at end of year2012-11-30$440,839
Participant contributions at beginning of year2012-11-30$435,786
Participant contributions at end of year2012-11-30$25,797
Participant contributions at beginning of year2012-11-30$22,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-11-30$7,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-11-30$4,055
Administrative expenses (other) incurred2012-11-30$992
Liabilities. Value of operating payables at end of year2012-11-30$150
Liabilities. Value of operating payables at beginning of year2012-11-30$450
Total non interest bearing cash at end of year2012-11-30$9,497
Total non interest bearing cash at beginning of year2012-11-30$27,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Value of net income/loss2012-11-30$1,661,544
Value of net assets at end of year (total assets less liabilities)2012-11-30$18,108,879
Value of net assets at beginning of year (total assets less liabilities)2012-11-30$16,447,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-11-30No
Were any leases to which the plan was party in default or uncollectible2012-11-30No
Investment advisory and management fees2012-11-30$356
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-11-30$14,648,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-11-30$12,737,525
Interest on participant loans2012-11-30$21,691
Value of interest in common/collective trusts at end of year2012-11-30$2,190,276
Value of interest in common/collective trusts at beginning of year2012-11-30$2,031,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-11-30$784,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-11-30$1,184,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-11-30$1,184,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-11-30$1,031,100
Net investment gain or loss from common/collective trusts2012-11-30$25,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-11-30No
Was there a failure to transmit to the plan any participant contributions2012-11-30No
Has the plan failed to provide any benefit when due under the plan2012-11-30No
Contributions received in cash from employer2012-11-30$230,170
Employer contributions (assets) at end of year2012-11-30$16,100
Employer contributions (assets) at beginning of year2012-11-30$12,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-11-30$645,119
Did the plan have assets held for investment2012-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-11-30Yes
Opinion of an independent qualified public accountant for this plan2012-11-30Disclaimer
Accountancy firm name2012-11-30MOSS ADAMS, LLP
Accountancy firm EIN2012-11-30910189318
2011 : JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$4,505
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$150
Total income from all sources (including contributions)2011-11-30$1,132,978
Total loss/gain on sale of assets2011-11-30$0
Total of all expenses incurred2011-11-30$903,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-11-30$901,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-11-30$752,514
Value of total assets at end of year2011-11-30$16,451,840
Value of total assets at beginning of year2011-11-30$16,218,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-11-30$2,435
Total interest from all sources2011-11-30$20,298
Total dividends received (eg from common stock, registered investment company shares)2011-11-30$383,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-11-30$383,559
Administrative expenses professional fees incurred2011-11-30$850
Was this plan covered by a fidelity bond2011-11-30Yes
Value of fidelity bond cover2011-11-30$500,000
If this is an individual account plan, was there a blackout period2011-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0
Were there any nonexempt tranactions with any party-in-interest2011-11-30No
Contributions received from participants2011-11-30$524,609
Participant contributions at end of year2011-11-30$435,786
Participant contributions at beginning of year2011-11-30$368,293
Participant contributions at end of year2011-11-30$22,007
Participant contributions at beginning of year2011-11-30$21,010
Income. Received or receivable in cash from other sources (including rollovers)2011-11-30$6,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-11-30$4,055
Liabilities. Value of operating payables at end of year2011-11-30$450
Liabilities. Value of operating payables at beginning of year2011-11-30$150
Total non interest bearing cash at end of year2011-11-30$27,555
Total non interest bearing cash at beginning of year2011-11-30$1,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Value of net income/loss2011-11-30$229,306
Value of net assets at end of year (total assets less liabilities)2011-11-30$16,447,335
Value of net assets at beginning of year (total assets less liabilities)2011-11-30$16,218,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-11-30No
Were any leases to which the plan was party in default or uncollectible2011-11-30No
Investment advisory and management fees2011-11-30$1,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-11-30$12,737,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-11-30$13,371,855
Interest on participant loans2011-11-30$20,298
Value of interest in common/collective trusts at end of year2011-11-30$2,031,680
Value of interest in common/collective trusts at beginning of year2011-11-30$1,559,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-11-30$1,184,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-11-30$881,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-11-30$881,788
Expenses. Payments to insurance carriers foe the provision of benefits2011-11-30$1,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-11-30$-55,517
Net investment gain or loss from common/collective trusts2011-11-30$32,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-11-30No
Was there a failure to transmit to the plan any participant contributions2011-11-30No
Has the plan failed to provide any benefit when due under the plan2011-11-30No
Contributions received in cash from employer2011-11-30$221,620
Employer contributions (assets) at end of year2011-11-30$12,973
Employer contributions (assets) at beginning of year2011-11-30$14,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-11-30$900,143
Did the plan have assets held for investment2011-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-11-30Yes
Opinion of an independent qualified public accountant for this plan2011-11-30Disclaimer
Accountancy firm name2011-11-30MOSS ADAMS, LLP
Accountancy firm EIN2011-11-30910189318
2010 : JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN

2015: JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingYes
2015-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement - TrustYes
2014: JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes
2013: JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement - TrustYes
2012: JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement – InsuranceYes
2012-12-01Plan benefit arrangement - TrustYes
2011: JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement - TrustYes
2009: JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement - TrustYes
2008: JENSEN BYRD CO. INC. 401(K) SALARY SAVINGS PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

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