J.H. MITCHELL & SONS DISTRIBUTORS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-06-30 | $0 |
| Total plan liabilities at end of year | 2019-06-30 | $0 |
| Total plan liabilities at beginning of year | 2019-06-30 | $0 |
| Total income from all sources | 2019-06-30 | $-123,465 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $6,602,042 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $6,598,340 |
| Total plan assets at end of year | 2019-06-30 | $0 |
| Total plan assets at beginning of year | 2019-06-30 | $6,725,507 |
| Value of fidelity bond covering the plan | 2019-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
| Other income received | 2019-06-30 | $-123,465 |
| Noncash contributions received | 2019-06-30 | $0 |
| Net income (gross income less expenses) | 2019-06-30 | $-6,725,507 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $6,725,507 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2019-06-30 | $0 |
| Value of corrective distributions | 2019-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $3,702 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-06-30 | $0 |
| Total plan liabilities at end of year | 2018-06-30 | $0 |
| Total plan liabilities at beginning of year | 2018-06-30 | $0 |
| Total income from all sources | 2018-06-30 | $848,027 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $1,182,636 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $1,164,643 |
| Total plan assets at end of year | 2018-06-30 | $6,725,507 |
| Total plan assets at beginning of year | 2018-06-30 | $7,060,116 |
| Value of fidelity bond covering the plan | 2018-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-06-30 | $17,929 |
| Contributions received from other sources (not participants or employers) | 2018-06-30 | $0 |
| Other income received | 2018-06-30 | $816,953 |
| Noncash contributions received | 2018-06-30 | $0 |
| Net income (gross income less expenses) | 2018-06-30 | $-334,609 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $6,725,507 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $7,060,116 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-06-30 | $79,670 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $31,074 |
| Value of certain deemed distributions of participant loans | 2018-06-30 | $0 |
| Value of corrective distributions | 2018-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $64 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-06-30 | $0 |
| Total plan liabilities at end of year | 2017-06-30 | $0 |
| Total plan liabilities at beginning of year | 2017-06-30 | $0 |
| Total income from all sources | 2017-06-30 | $832,765 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $221,924 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $203,439 |
| Total plan assets at end of year | 2017-06-30 | $7,060,116 |
| Total plan assets at beginning of year | 2017-06-30 | $6,449,275 |
| Value of fidelity bond covering the plan | 2017-06-30 | $700,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $18,485 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
| Other income received | 2017-06-30 | $794,147 |
| Noncash contributions received | 2017-06-30 | $0 |
| Net income (gross income less expenses) | 2017-06-30 | $610,841 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $7,060,116 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $6,449,275 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-06-30 | $67,183 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $38,618 |
| Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
| Value of corrective distributions | 2017-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $0 |
| 2016 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-06-30 | $0 |
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $51,171 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $222,404 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $203,935 |
| Total plan assets at end of year | 2016-06-30 | $6,449,275 |
| Total plan assets at beginning of year | 2016-06-30 | $6,620,508 |
| Value of fidelity bond covering the plan | 2016-06-30 | $700,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $18,469 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
| Other income received | 2016-06-30 | $18,458 |
| Noncash contributions received | 2016-06-30 | $0 |
| Net income (gross income less expenses) | 2016-06-30 | $-171,233 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $6,449,275 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $6,620,508 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-06-30 | $63,836 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $32,713 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| Value of corrective distributions | 2016-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-06-30 | $0 |
| Total plan liabilities at end of year | 2015-06-30 | $0 |
| Total plan liabilities at beginning of year | 2015-06-30 | $0 |
| Total income from all sources | 2015-06-30 | $246,254 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $207,572 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $189,103 |
| Total plan assets at end of year | 2015-06-30 | $6,620,508 |
| Total plan assets at beginning of year | 2015-06-30 | $6,581,826 |
| Value of fidelity bond covering the plan | 2015-06-30 | $700,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $18,469 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
| Other income received | 2015-06-30 | $205,078 |
| Noncash contributions received | 2015-06-30 | $0 |
| Net income (gross income less expenses) | 2015-06-30 | $38,682 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $6,620,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $6,581,826 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-06-30 | $57,837 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $41,176 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Value of corrective distributions | 2015-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-06-30 | $0 |
| Total plan liabilities at end of year | 2014-06-30 | $0 |
| Total plan liabilities at beginning of year | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $1,110,551 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $100,596 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $82,127 |
| Total plan assets at end of year | 2014-06-30 | $6,581,826 |
| Total plan assets at beginning of year | 2014-06-30 | $5,571,871 |
| Value of fidelity bond covering the plan | 2014-06-30 | $700,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $18,469 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $1,071,322 |
| Noncash contributions received | 2014-06-30 | $0 |
| Net income (gross income less expenses) | 2014-06-30 | $1,009,955 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $6,581,826 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $5,571,871 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-06-30 | $96,750 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $39,229 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-06-30 | $0 |
| Total plan liabilities at beginning of year | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $819,044 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $138,003 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $119,534 |
| Total plan assets at end of year | 2013-06-30 | $5,571,871 |
| Total plan assets at beginning of year | 2013-06-30 | $4,890,830 |
| Value of fidelity bond covering the plan | 2013-06-30 | $400,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $18,469 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
| Other income received | 2013-06-30 | $779,999 |
| Noncash contributions received | 2013-06-30 | $0 |
| Net income (gross income less expenses) | 2013-06-30 | $681,041 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $5,571,871 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $4,890,830 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-06-30 | $60,940 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $39,045 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-06-30 | $0 |
| Total plan liabilities at end of year | 2012-06-30 | $0 |
| Total plan liabilities at beginning of year | 2012-06-30 | $0 |
| Total income from all sources | 2012-06-30 | $-379,017 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $2,018,469 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $2,000,000 |
| Total plan assets at end of year | 2012-06-30 | $4,890,830 |
| Total plan assets at beginning of year | 2012-06-30 | $7,288,316 |
| Value of fidelity bond covering the plan | 2012-06-30 | $400,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $18,469 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
| Other income received | 2012-06-30 | $-417,100 |
| Noncash contributions received | 2012-06-30 | $0 |
| Net income (gross income less expenses) | 2012-06-30 | $-2,397,486 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $4,890,830 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $7,288,316 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-06-30 | $37,136 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $38,083 |
| Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of corrective distributions | 2012-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-06-30 | $0 |
| Total plan liabilities at end of year | 2011-06-30 | $0 |
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $1,572,727 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $18,469 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $0 |
| Total plan assets at end of year | 2011-06-30 | $7,288,316 |
| Total plan assets at beginning of year | 2011-06-30 | $5,734,058 |
| Value of fidelity bond covering the plan | 2011-06-30 | $400,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $18,469 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
| Other income received | 2011-06-30 | $1,534,643 |
| Noncash contributions received | 2011-06-30 | $0 |
| Net income (gross income less expenses) | 2011-06-30 | $1,554,258 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $7,288,316 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $5,734,058 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-06-30 | $37,709 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $38,084 |
| Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
| Value of corrective distributions | 2011-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $0 |