401k Plan data: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

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. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-10-01
002 2017-01-01 CHRISTOPHER JOHNSON
002 2016-01-01 CHRISTOPHER JOHNSON

Plan Statistics for JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2017: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 187
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 0
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 0
Total of all active and inactive participants 2017-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 0
Number of participants with account balances 2017-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
Total participants, beginning-of-year 2017-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 179
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 181
Number of participants with account balances 2017-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 165
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 165
Number of participants with account balances 2016-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2017: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	187
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	0
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	0
Total of all active and inactive participants	2017-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	0
Number of participants with account balances	2017-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
Total participants, beginning-of-year	2017-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	179
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	181
Number of participants with account balances	2017-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	165
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	165
Number of participants with account balances	2016-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2018 : JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-09-30	$1,800,000
Total unrealized appreciation/depreciation of assets	2018-09-30	$1,800,000
Total transfer of assets from this plan	2018-09-30	$4,214,021
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$102,881
Expenses. Interest paid	2018-09-30	$4,926
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-09-30	$4,926
Total income from all sources (including contributions)	2018-09-30	$1,806,535
Total loss/gain on sale of assets	2018-09-30	$0
Total of all expenses incurred	2018-09-30	$5,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$6,535
Value of total assets at end of year	2018-09-30	$0
Value of total assets at beginning of year	2018-09-30	$2,516,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$0
Total interest from all sources	2018-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-09-30	$0
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$20,000
If this is an individual account plan, was there a blackout period	2018-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-09-30	$3,709
Total non interest bearing cash at end of year	2018-09-30	$0
Total non interest bearing cash at beginning of year	2018-09-30	$172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Value of net income/loss	2018-09-30	$1,800,902
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	$2,413,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	No
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Assets. Invements in employer securities at end of year	2018-09-30	$0
Assets. Invements in employer securities at beginning of year	2018-09-30	$2,510,000
Contributions received in cash from employer	2018-09-30	$6,535
Employer contributions (assets) at end of year	2018-09-30	$0
Employer contributions (assets) at beginning of year	2018-09-30	$5,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$707
Did the plan have assets held for investment	2018-09-30	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	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	Yes
Liabilities. Value of acquisition indebtedness at end of year	2018-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-09-30	$99,172
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	No
Opinion of an independent qualified public accountant for this plan	2018-09-30	Unqualified
Accountancy firm name	2018-09-30	LAUREN COREY CONSULTING, LLC
Accountancy firm EIN	2018-09-30	472806175
2017 : JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-09-30	$1,562,000
Total unrealized appreciation/depreciation of assets	2017-09-30	$1,562,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$102,881
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$99,172
Expenses. Interest paid	2017-09-30	$3,709
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-09-30	$3,709
Total income from all sources (including contributions)	2017-09-30	$1,567,828
Total loss/gain on sale of assets	2017-09-30	$0
Total of all expenses incurred	2017-09-30	$3,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$5,828
Value of total assets at end of year	2017-09-30	$2,516,000
Value of total assets at beginning of year	2017-09-30	$948,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$0
Total interest from all sources	2017-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	No
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$100,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-09-30	$3,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-09-30	$0
Total non interest bearing cash at end of year	2017-09-30	$172
Total non interest bearing cash at beginning of year	2017-09-30	$172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Value of net income/loss	2017-09-30	$1,564,119
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$2,413,119
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$849,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	No
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Assets. Invements in employer securities at end of year	2017-09-30	$2,510,000
Assets. Invements in employer securities at beginning of year	2017-09-30	$948,000
Contributions received in cash from employer	2017-09-30	$5,828
Employer contributions (assets) at end of year	2017-09-30	$5,828
Employer contributions (assets) at beginning of year	2017-09-30	$0
Did the plan have assets held for investment	2017-09-30	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	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Liabilities. Value of acquisition indebtedness at end of year	2017-09-30	$99,172
Liabilities. Value of acquisition indebtedness at beginning of year	2017-09-30	$99,172
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	No
Opinion of an independent qualified public accountant for this plan	2017-09-30	Unqualified
Accountancy firm name	2017-09-30	LAUREN COREY CONSULTING, LLC
Accountancy firm EIN	2017-09-30	472806175
2016 : JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$848,000
Total unrealized appreciation/depreciation of assets	2016-12-31	$848,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$99,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Expenses. Interest paid	2016-12-31	$5,000
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$5,000
Total income from all sources (including contributions)	2016-12-31	$854,000
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$5,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,000
Value of total assets at end of year	2016-12-31	$948,172
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$20,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Total non interest bearing cash at end of year	2016-12-31	$172
Total non interest bearing cash at beginning of year	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$849,000
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$849,000
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$948,000
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$6,000
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$99,172
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	LAUREN COREY CONSULTING, LLC
Accountancy firm EIN	2016-12-31	472806175

Form 5500 Responses for JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2017: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	Yes
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2017-01-01	Type of plan entity	Single employer plan
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)	Yes
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
2016: JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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

Plan id#	Filing Submission Date	Name of Administrator
002	2017-10-01
002	2017-01-01	CHRISTOPHER JOHNSON
002	2016-01-01	CHRISTOPHER JOHNSON