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JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN Benefits

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

JOHNSON & JORDAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHNSON & JORDAN, INC.
Employer identification number (EIN):010466450
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-10-01
0012016-10-01CRAIG SMITH CRAIG SMITH2018-06-15
0012015-10-01CHRISTOPHER JOHNSON CHRISTOPHER JOHNSON2017-07-14
0012014-10-01CRAIG SMITH CRAIG SMITH2016-07-14
0012013-10-01CRAIG SMITH CRAIG SMITH2015-07-14
0012012-10-01CRAIG SMITH CRAIG SMITH2014-07-11
0012011-10-01DONNA BRULOTTE DONNA BRULOTTE2013-06-17
0012009-10-01DONNA BRULOTTE DONNA BRULOTTE2011-07-07

Plan Statistics for JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01233
Total number of active participants reported on line 7a of the Form 55002017-10-010
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-010
Number of participants with account balances2017-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0113
2016: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01219
Total number of active participants reported on line 7a of the Form 55002016-10-01195
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0132
Total of all active and inactive participants2016-10-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-011
Total participants2016-10-01228
Number of participants with account balances2016-10-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-013
2015: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01206
Total number of active participants reported on line 7a of the Form 55002015-10-01179
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0133
Total of all active and inactive participants2015-10-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01212
Number of participants with account balances2015-10-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-015
2014: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01213
Total number of active participants reported on line 7a of the Form 55002014-10-01162
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0138
Total of all active and inactive participants2014-10-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01200
Number of participants with account balances2014-10-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-018
2013: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01205
Total number of active participants reported on line 7a of the Form 55002013-10-01171
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0138
Total of all active and inactive participants2013-10-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01209
Number of participants with account balances2013-10-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-015
2012: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01208
Total number of active participants reported on line 7a of the Form 55002012-10-01163
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0135
Total of all active and inactive participants2012-10-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01198
Number of participants with account balances2012-10-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0122
2011: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01211
Total number of active participants reported on line 7a of the Form 55002011-10-01190
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0118
Total of all active and inactive participants2011-10-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01208
Number of participants with account balances2011-10-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-012
2009: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01212
Total number of active participants reported on line 7a of the Form 55002009-10-01171
Number of other retired or separated participants entitled to future benefits2009-10-0126
Total of all active and inactive participants2009-10-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01197
Number of participants with account balances2009-10-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-012

Financial Data on JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total transfer of assets from this plan2018-09-30$7,858,178
Total income from all sources (including contributions)2018-09-30$1,511,921
Total of all expenses incurred2018-09-30$278,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$234,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$950,591
Value of total assets at end of year2018-09-30$0
Value of total assets at beginning of year2018-09-30$6,624,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$43,397
Total interest from all sources2018-09-30$7,753
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$188,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$188,161
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$666,916
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$146,768
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$10,092
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$16,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$1,233,763
Value of net assets at end of year (total assets less liabilities)2018-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$6,624,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$43,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$6,364,857
Interest on participant loans2018-09-30$7,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$365,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$267,119
Employer contributions (assets) at end of year2018-09-30$0
Employer contributions (assets) at beginning of year2018-09-30$102,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$234,761
Did the plan have assets held for investment2018-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30LAUREN COREY CONSULTING LLC
Accountancy firm EIN2018-09-30472806175
2017 : JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$9,136
Total income from all sources (including contributions)2017-09-30$1,626,952
Total of all expenses incurred2017-09-30$384,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$357,178
Value of total corrective distributions2017-09-30$1,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$884,835
Value of total assets at end of year2017-09-30$6,624,415
Value of total assets at beginning of year2017-09-30$5,390,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$26,202
Total interest from all sources2017-09-30$8,077
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$187,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$187,274
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$508,857
Participant contributions at end of year2017-09-30$146,768
Participant contributions at beginning of year2017-09-30$176,588
Participant contributions at end of year2017-09-30$10,092
Participant contributions at beginning of year2017-09-30$8,170
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$150,624
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$175
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$9,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$1,242,562
Value of net assets at end of year (total assets less liabilities)2017-09-30$6,624,415
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$5,381,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$26,202
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$6,364,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$5,103,897
Interest on participant loans2017-09-30$8,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$546,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$225,354
Employer contributions (assets) at end of year2017-09-30$102,523
Employer contributions (assets) at beginning of year2017-09-30$102,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$357,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30Yes
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30LAUREN COREY CONSULTING LLC
Accountancy firm EIN2017-09-30472806175
2016 : JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$9,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$3,287
Total income from all sources (including contributions)2016-09-30$678,897
Total of all expenses incurred2016-09-30$663,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$579,188
Value of total corrective distributions2016-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$584,493
Value of total assets at end of year2016-09-30$5,390,989
Value of total assets at beginning of year2016-09-30$5,370,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$84,763
Total interest from all sources2016-09-30$8,648
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$94,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$94,274
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$387,416
Participant contributions at end of year2016-09-30$176,588
Participant contributions at beginning of year2016-09-30$176,978
Participant contributions at end of year2016-09-30$8,170
Participant contributions at beginning of year2016-09-30$7,293
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$173
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$349
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$9,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$3,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$14,946
Value of net assets at end of year (total assets less liabilities)2016-09-30$5,381,853
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$5,366,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$25,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$5,103,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$5,083,751
Interest on participant loans2016-09-30$8,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$-8,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$197,077
Employer contributions (assets) at end of year2016-09-30$102,161
Employer contributions (assets) at beginning of year2016-09-30$101,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$579,188
Contract administrator fees2016-09-30$58,820
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BROOKS & BROOKS CPA'S
Accountancy firm EIN2016-09-30010447753
2015 : JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$3,287
Total income from all sources (including contributions)2015-09-30$587,784
Total of all expenses incurred2015-09-30$916,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$820,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$600,522
Value of total assets at end of year2015-09-30$5,370,194
Value of total assets at beginning of year2015-09-30$5,695,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$96,029
Total interest from all sources2015-09-30$8,713
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$104,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$104,583
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$355,362
Participant contributions at end of year2015-09-30$176,978
Participant contributions at beginning of year2015-09-30$195,799
Participant contributions at end of year2015-09-30$7,293
Participant contributions at beginning of year2015-09-30$7,047
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$54,675
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$349
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$3,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-329,080
Value of net assets at end of year (total assets less liabilities)2015-09-30$5,366,907
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$5,695,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$33,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$5,083,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$5,491,190
Income. Interest from loans (other than to participants)2015-09-30$8,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-126,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$190,485
Employer contributions (assets) at end of year2015-09-30$101,823
Employer contributions (assets) at beginning of year2015-09-30$1,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$820,835
Contract administrator fees2015-09-30$62,370
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30BROOKS & BROOKS CPA'S
Accountancy firm EIN2015-09-30010447753
2014 : JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$868,386
Total of all expenses incurred2014-09-30$444,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$352,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$459,024
Value of total assets at end of year2014-09-30$5,695,987
Value of total assets at beginning of year2014-09-30$5,272,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$92,855
Total interest from all sources2014-09-30$10,064
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$116,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$116,148
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$368,415
Participant contributions at end of year2014-09-30$195,799
Participant contributions at beginning of year2014-09-30$206,215
Participant contributions at end of year2014-09-30$7,047
Participant contributions at beginning of year2014-09-30$7,495
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$189
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$423,456
Value of net assets at end of year (total assets less liabilities)2014-09-30$5,695,987
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$5,272,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$36,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$5,491,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$4,956,575
Interest on participant loans2014-09-30$10,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$283,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$90,609
Employer contributions (assets) at end of year2014-09-30$1,762
Employer contributions (assets) at beginning of year2014-09-30$101,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$352,075
Contract administrator fees2014-09-30$56,561
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30BROOKS & BROOKS CPA'S
Accountancy firm EIN2014-09-30010447753
2013 : JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,115,715
Total of all expenses incurred2013-09-30$169,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$90,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$635,745
Value of total assets at end of year2013-09-30$5,272,531
Value of total assets at beginning of year2013-09-30$4,326,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$78,715
Total interest from all sources2013-09-30$10,693
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$128,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$128,667
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$335,188
Participant contributions at end of year2013-09-30$206,215
Participant contributions at beginning of year2013-09-30$211,271
Participant contributions at end of year2013-09-30$7,495
Participant contributions at beginning of year2013-09-30$13,150
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$116,755
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$2,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$946,008
Value of net assets at end of year (total assets less liabilities)2013-09-30$5,272,531
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$4,326,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$30,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$4,956,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$3,998,221
Interest on participant loans2013-09-30$10,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$340,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$183,802
Employer contributions (assets) at end of year2013-09-30$101,874
Employer contributions (assets) at beginning of year2013-09-30$101,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$90,992
Contract administrator fees2013-09-30$48,537
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Liabilities. Value of acquisition indebtedness at end of year2013-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30BROOKS & BROOKS CPA'S
Accountancy firm EIN2013-09-30010447753
2012 : JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$868,493
Total of all expenses incurred2012-09-30$265,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$194,211
Value of total corrective distributions2012-09-30$6,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$430,601
Value of total assets at end of year2012-09-30$4,326,523
Value of total assets at beginning of year2012-09-30$3,723,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$64,436
Total interest from all sources2012-09-30$8,898
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$109,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$109,319
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$433,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$295,194
Participant contributions at end of year2012-09-30$211,271
Participant contributions at beginning of year2012-09-30$154,732
Participant contributions at end of year2012-09-30$13,150
Participant contributions at beginning of year2012-09-30$11,562
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$2,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$2,308
Administrative expenses (other) incurred2012-09-30$40,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$603,402
Value of net assets at end of year (total assets less liabilities)2012-09-30$4,326,523
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$3,723,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$23,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$3,998,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$3,553,074
Interest on participant loans2012-09-30$8,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$319,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$135,407
Employer contributions (assets) at end of year2012-09-30$101,644
Employer contributions (assets) at beginning of year2012-09-30$1,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$194,211
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30BROOKS & BROOKS CPA S
Accountancy firm EIN2012-09-30010447753
2011 : JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$405,583
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$428,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$367,611
Value of total corrective distributions2011-09-30$4,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$320,456
Value of total assets at end of year2011-09-30$3,723,121
Value of total assets at beginning of year2011-09-30$3,746,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$56,868
Total interest from all sources2011-09-30$7,810
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$113,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$113,012
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$400,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$296,759
Participant contributions at end of year2011-09-30$154,732
Participant contributions at beginning of year2011-09-30$119,461
Participant contributions at end of year2011-09-30$11,562
Participant contributions at beginning of year2011-09-30$10,452
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$2,308
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$1,704
Administrative expenses (other) incurred2011-09-30$35,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-23,098
Value of net assets at end of year (total assets less liabilities)2011-09-30$3,723,121
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$3,746,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$21,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$3,553,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$3,613,295
Interest on participant loans2011-09-30$7,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-35,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$23,697
Employer contributions (assets) at end of year2011-09-30$1,445
Employer contributions (assets) at beginning of year2011-09-30$1,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$367,611
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30BROOKS & BROOKS CPA S
Accountancy firm EIN2011-09-30010447753

Form 5500 Responses for JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN

2017: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingYes
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: JOHNSON & JORDAN, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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