THE JACKSON LABORATORY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE JACKSON LABORATORY RETIREMENT PLAN
Measure | Date | Value |
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2014 : THE JACKSON LABORATORY RETIREMENT PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-09-26 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-26 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-26 | $0 |
Total income from all sources (including contributions) | 2014-09-26 | $515,566 |
Total loss/gain on sale of assets | 2014-09-26 | $0 |
Total of all expenses incurred | 2014-09-26 | $7,358,596 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-26 | $7,352,197 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-26 | $530,319 |
Value of total assets at end of year | 2014-09-26 | $0 |
Value of total assets at beginning of year | 2014-09-26 | $6,843,030 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-26 | $6,399 |
Total interest from all sources | 2014-09-26 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-26 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-26 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2014-09-26 | $0 |
Was this plan covered by a fidelity bond | 2014-09-26 | Yes |
Value of fidelity bond cover | 2014-09-26 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-26 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-26 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-09-26 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-09-26 | $3,773,708 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-26 | No |
Value of net income/loss | 2014-09-26 | $-6,843,030 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-26 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-26 | $6,843,030 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-26 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-26 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-26 | No |
Value of interest in pooled separate accounts at end of year | 2014-09-26 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-09-26 | $3,069,322 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-09-26 | $4,536,199 |
Net investment gain/loss from pooled separate accounts | 2014-09-26 | $-14,753 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-26 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-09-26 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-26 | No |
Contributions received in cash from employer | 2014-09-26 | $530,319 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-26 | $2,815,998 |
Contract administrator fees | 2014-09-26 | $6,399 |
Did the plan have assets held for investment | 2014-09-26 | No |
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 | 2014-09-26 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-26 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-26 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-26 | Disclaimer |
Accountancy firm name | 2014-09-26 | MACPAGE LLC |
Accountancy firm EIN | 2014-09-26 | 010242373 |
2013 : THE JACKSON LABORATORY RETIREMENT PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $977,045 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $318,446 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $312,697 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $823,805 |
Value of total assets at end of year | 2013-12-31 | $6,843,030 |
Value of total assets at beginning of year | 2013-12-31 | $6,184,431 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,749 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $3,773,708 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $658,599 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,843,030 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,184,431 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $3,069,322 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $6,023,533 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $153,240 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $823,805 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $160,898 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $312,697 |
Contract administrator fees | 2013-12-31 | $5,749 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MACPAGE LLC |
Accountancy firm EIN | 2013-12-31 | 010242373 |
2012 : THE JACKSON LABORATORY RETIREMENT PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,087 |
Total income from all sources (including contributions) | 2012-12-31 | $840,571 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $304,825 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $299,276 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $308,993 |
Value of total assets at end of year | 2012-12-31 | $6,184,431 |
Value of total assets at beginning of year | 2012-12-31 | $5,649,772 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $5,549 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $8,958 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $535,746 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,184,431 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,648,685 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $6,023,533 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $5,577,152 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $522,620 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $308,993 |
Employer contributions (assets) at end of year | 2012-12-31 | $160,898 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $72,620 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $299,276 |
Contract administrator fees | 2012-12-31 | $5,549 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $1,087 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MACPAGE LLC |
Accountancy firm EIN | 2012-12-31 | 010242373 |
2011 : THE JACKSON LABORATORY RETIREMENT PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,087 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $81,977 |
Total income from all sources (including contributions) | 2011-12-31 | $348,159 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $421,021 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $407,135 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $205,368 |
Value of total assets at end of year | 2011-12-31 | $5,649,772 |
Value of total assets at beginning of year | 2011-12-31 | $5,803,524 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $13,886 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $81,977 |
Administrative expenses (other) incurred | 2011-12-31 | $13,886 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-72,862 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,648,685 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,721,547 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $5,577,152 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $4,669,656 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $142,791 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $205,368 |
Employer contributions (assets) at end of year | 2011-12-31 | $72,620 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,133,868 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $407,135 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $1,087 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MACDONALD PAGE |
Accountancy firm EIN | 2011-12-31 | 010242373 |
2010 : THE JACKSON LABORATORY RETIREMENT PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $81,977 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,858,356 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $366,081 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $270,437 |
Value of total corrective distributions | 2010-12-31 | $81,977 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,485,207 |
Value of total assets at end of year | 2010-12-31 | $5,803,524 |
Value of total assets at beginning of year | 2010-12-31 | $4,229,272 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $13,667 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $77,886 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $81,977 |
Other income not declared elsewhere | 2010-12-31 | $5,166 |
Administrative expenses (other) incurred | 2010-12-31 | $13,667 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,492,275 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,721,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,229,272 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $4,669,656 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $3,978,983 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $367,983 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,407,321 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,133,868 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $250,289 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $270,437 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MACDONALD PAGE |
Accountancy firm EIN | 2010-12-31 | 010242373 |
2009 : THE JACKSON LABORATORY RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |