401k Plan data: J. D. POWER 401(K) PLAN plan

J. D. POWER 401(K) PLAN 401k Plan overview

Plan Name	J. D. POWER 401(K) PLAN
Plan identification number	001

J. D. POWER 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

J.D. POWER AND ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: J.D. POWER AND ASSOCIATES

Employer identification number (EIN): 952572471

NAIC Classification: 541910
NAIC Description: Marketing Research and Public Opinion Polling

Additional information about J.D. POWER AND ASSOCIATES

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3371783

More information about J.D. POWER AND ASSOCIATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. D. POWER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 YUIN CHOE
001 2017-01-01 YUIN CHOE

Plan Statistics for J. D. POWER 401(K) PLAN

401k plan membership statisitcs for J. D. POWER 401(K) PLAN

Measure Date Value
2022: J. D. POWER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,051
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 872
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 310
Total of all active and inactive participants 2022-01-01 1,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,184
Number of participants with account balances 2022-01-01 1,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 40
2021: J. D. POWER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 653
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 797
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 250
Total of all active and inactive participants 2021-01-01 1,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 1,051
Number of participants with account balances 2021-01-01 993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 30
2020: J. D. POWER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 685
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 473
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 178
Total of all active and inactive participants 2020-01-01 652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 653
Number of participants with account balances 2020-01-01 633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 17
2019: J. D. POWER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 693
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 535
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 147
Total of all active and inactive participants 2019-01-01 684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 685
Number of participants with account balances 2019-01-01 674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 17
2018: J. D. POWER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 607
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 566
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 125
Total of all active and inactive participants 2018-01-01 692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 693
Number of participants with account balances 2018-01-01 684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: J. D. POWER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 522
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 84
Total of all active and inactive participants 2017-01-01 607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 607
Number of participants with account balances 2017-01-01 594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 26

Measure	Date	Value
2022: J. D. POWER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,051
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	872
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	310
Total of all active and inactive participants	2022-01-01	1,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,184
Number of participants with account balances	2022-01-01	1,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	40
2021: J. D. POWER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	653
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	797
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	250
Total of all active and inactive participants	2021-01-01	1,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	1,051
Number of participants with account balances	2021-01-01	993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	30
2020: J. D. POWER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	685
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	473
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	178
Total of all active and inactive participants	2020-01-01	652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	653
Number of participants with account balances	2020-01-01	633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	17
2019: J. D. POWER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	693
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	535
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	147
Total of all active and inactive participants	2019-01-01	684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	685
Number of participants with account balances	2019-01-01	674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	17
2018: J. D. POWER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	607
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	566
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	125
Total of all active and inactive participants	2018-01-01	692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	693
Number of participants with account balances	2018-01-01	684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: J. D. POWER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	522
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	84
Total of all active and inactive participants	2017-01-01	607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	607
Number of participants with account balances	2017-01-01	594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	26

Financial Data on J. D. POWER 401(K) PLAN

Measure	Date	Value
2022 : J. D. POWER 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$11,088,512
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
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	$-15,301,308
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,106,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,917,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$15,378,947
Value of total assets at end of year	2022-12-31	$173,016,556
Value of total assets at beginning of year	2022-12-31	$184,335,443
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$188,705
Total interest from all sources	2022-12-31	$46,841
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$6,078,151
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	$6,078,151
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
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	$9,731,008
Participant contributions at end of year	2022-12-31	$1,154,568
Participant contributions at beginning of year	2022-12-31	$828,798
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$1,571,933
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$972,678
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,657,738
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$2,707
Other income not declared elsewhere	2022-12-31	$-432,676
Administrative expenses (other) incurred	2022-12-31	$188,705
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	$-22,407,399
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$173,016,556
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$184,335,443
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$163,714,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$177,154,576
Interest on participant loans	2022-12-31	$46,841
Value of interest in common/collective trusts at end of year	2022-12-31	$6,575,128
Value of interest in common/collective trusts at beginning of year	2022-12-31	$5,379,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-36,475,914
Net investment gain or loss from common/collective trusts	2022-12-31	$103,343
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
Contributions received in cash from employer	2022-12-31	$2,990,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,914,679
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	PENSION ASSURANCE LLP
Accountancy firm EIN	2022-12-31	300840934
2021 : J. D. POWER 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$14,800,920
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	$35,270,161
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$7,370,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,166,715
Value of total corrective distributions	2021-12-31	$26,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$12,462,778
Value of total assets at end of year	2021-12-31	$184,335,443
Value of total assets at beginning of year	2021-12-31	$141,635,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$177,278
Total interest from all sources	2021-12-31	$44,431
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$5,239,473
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	$5,239,473
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$8,534,174
Participant contributions at end of year	2021-12-31	$828,798
Participant contributions at beginning of year	2021-12-31	$851,396
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$972,678
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$119,280
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,368,949
Other income not declared elsewhere	2021-12-31	$-190,433
Administrative expenses (other) incurred	2021-12-31	$177,278
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	$27,899,342
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$184,335,443
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$141,635,181
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$177,154,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$137,080,210
Interest on participant loans	2021-12-31	$44,431
Value of interest in common/collective trusts at end of year	2021-12-31	$5,379,391
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,584,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$17,636,636
Net investment gain or loss from common/collective trusts	2021-12-31	$77,276
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	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,559,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,166,715
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	PENSION ASSURANCE LLP
Accountancy firm EIN	2021-12-31	300840934
2020 : J. D. POWER 401(K) PLAN 2020 401k financial data
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	$24,181,930
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$12,063,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$11,921,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,973,938
Value of total assets at end of year	2020-12-31	$141,635,181
Value of total assets at beginning of year	2020-12-31	$129,516,921
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$142,593
Total interest from all sources	2020-12-31	$45,180
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,760,146
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	$2,760,146
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$5,750,332
Participant contributions at end of year	2020-12-31	$851,396
Participant contributions at beginning of year	2020-12-31	$1,027,141
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$119,280
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$462,778
Other income not declared elsewhere	2020-12-31	$2,011
Administrative expenses (other) incurred	2020-12-31	$142,593
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	$12,118,260
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$141,635,181
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$129,516,921
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$137,080,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$125,853,526
Interest on participant loans	2020-12-31	$45,180
Value of interest in common/collective trusts at end of year	2020-12-31	$3,584,295
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,636,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$13,333,746
Net investment gain or loss from common/collective trusts	2020-12-31	$66,909
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	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,760,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$11,921,077
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	Unqualified
Accountancy firm name	2020-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2020-12-31	300840934
2019 : J. D. POWER 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$33,595,529
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$5,772,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,630,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$10,827,262
Value of total assets at end of year	2019-12-31	$129,516,921
Value of total assets at beginning of year	2019-12-31	$101,693,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$141,457
Total interest from all sources	2019-12-31	$57,955
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,182,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,182,862
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$6,400,976
Participant contributions at end of year	2019-12-31	$1,027,141
Participant contributions at beginning of year	2019-12-31	$1,263,483
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$117,533
Other income not declared elsewhere	2019-12-31	$220
Administrative expenses (other) incurred	2019-12-31	$141,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$27,823,283
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$129,516,921
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$101,693,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$125,853,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$98,068,345
Interest on participant loans	2019-12-31	$57,955
Value of interest in common/collective trusts at end of year	2019-12-31	$2,636,254
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,361,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$19,462,665
Net investment gain or loss from common/collective trusts	2019-12-31	$64,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$4,308,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,630,789
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2019-12-31	300840934
2018 : J. D. POWER 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$3,730,649
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,050,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,931,411
Value of total corrective distributions	2018-12-31	$2,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$10,756,528
Value of total assets at end of year	2018-12-31	$101,693,638
Value of total assets at beginning of year	2018-12-31	$102,013,101
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$116,448
Total interest from all sources	2018-12-31	$57,266
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,821,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,821,359
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$5,796,475
Participant contributions at end of year	2018-12-31	$1,263,483
Participant contributions at beginning of year	2018-12-31	$1,108,967
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,127,538
Other income not declared elsewhere	2018-12-31	$18,098
Administrative expenses (other) incurred	2018-12-31	$116,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-319,463
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$101,693,638
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$102,013,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$98,068,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$100,615,028
Interest on participant loans	2018-12-31	$57,266
Value of interest in common/collective trusts at end of year	2018-12-31	$2,361,810
Value of interest in common/collective trusts at beginning of year	2018-12-31	$289,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-9,964,830
Net investment gain or loss from common/collective trusts	2018-12-31	$42,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$3,832,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,931,411
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2018-12-31	300840934
2017 : J. D. POWER 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$85,341,591
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$25,900,551
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$9,229,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$9,111,288
Value of total corrective distributions	2017-12-31	$76
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$11,828,097
Value of total assets at end of year	2017-12-31	$102,013,101
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$117,677
Total interest from all sources	2017-12-31	$38,669
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,254,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,254,049
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$4,956,280
Participant contributions at end of year	2017-12-31	$1,108,967
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,746,301
Administrative expenses (other) incurred	2017-12-31	$117,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$16,671,510
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$102,013,101
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$100,615,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$38,669
Value of interest in common/collective trusts at end of year	2017-12-31	$289,106
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$11,771,306
Net investment gain or loss from common/collective trusts	2017-12-31	$8,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$3,125,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$9,111,288
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2017-12-31	300840934

Form 5500 Responses for J. D. POWER 401(K) PLAN

2022: J. D. POWER 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: J. D. POWER 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: J. D. POWER 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: J. D. POWER 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: J. D. POWER 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: J. D. POWER 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J.D. POWER AND ASSOCIATES
Employer identification number (EIN):	952572471
NAIC Classification:	541910
NAIC Description:	Marketing Research and Public Opinion Polling

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3371783