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401(K) PLAN FOR EMPLOYEES OF JRI 401k Plan overview

Plan Name401(K) PLAN FOR EMPLOYEES OF JRI
Plan identification number 005

401(K) PLAN FOR EMPLOYEES OF JRI 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.
  • 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

JUSTICE RESOURCE INSTITUTE, INC. has sponsored the creation of one or more 401k plans.

Company Name:JUSTICE RESOURCE INSTITUTE, INC.
Employer identification number (EIN):042526357
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about JUSTICE RESOURCE INSTITUTE, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2018-03-15
Company Identification Number: F208663
Legal Registered Office Address: 4701 COX RD STE 285

GLEN ALLEN
United States of America (USA)
23060-6802

More information about JUSTICE RESOURCE INSTITUTE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PLAN FOR EMPLOYEES OF JRI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01MARK SCHUEPPERT
0052016-01-01MARK SCHUEPPERT
0052015-01-01MARK SCHUEPPERT
0052014-01-01MARK SCHUEPPERT
0052013-01-01MARK SCHUEPPERT
0052012-01-01MARK SCHUEPPERT
0052011-01-01MARK SCHUEPPERT
0052009-01-01MARK SCHUEPPERT

Plan Statistics for 401(K) PLAN FOR EMPLOYEES OF JRI

401k plan membership statisitcs for 401(K) PLAN FOR EMPLOYEES OF JRI

Measure Date Value
2022: 401(K) PLAN FOR EMPLOYEES OF JRI 2022 401k membership
Total participants, beginning-of-year2022-01-013,698
Total number of active participants reported on line 7a of the Form 55002022-01-012,827
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01633
Total of all active and inactive participants2022-01-013,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-013,468
Number of participants with account balances2022-01-011,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 401(K) PLAN FOR EMPLOYEES OF JRI 2021 401k membership
Total participants, beginning-of-year2021-01-013,760
Total number of active participants reported on line 7a of the Form 55002021-01-013,147
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01544
Total of all active and inactive participants2021-01-013,691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-013,698
Number of participants with account balances2021-01-011,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: 401(K) PLAN FOR EMPLOYEES OF JRI 2020 401k membership
Total participants, beginning-of-year2020-01-013,774
Total number of active participants reported on line 7a of the Form 55002020-01-013,257
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01497
Total of all active and inactive participants2020-01-013,754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-013,760
Number of participants with account balances2020-01-011,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 401(K) PLAN FOR EMPLOYEES OF JRI 2019 401k membership
Total participants, beginning-of-year2019-01-013,308
Total number of active participants reported on line 7a of the Form 55002019-01-013,341
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01429
Total of all active and inactive participants2019-01-013,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-013,774
Number of participants with account balances2019-01-011,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 401(K) PLAN FOR EMPLOYEES OF JRI 2018 401k membership
Total participants, beginning-of-year2018-01-013,322
Total number of active participants reported on line 7a of the Form 55002018-01-012,924
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01381
Total of all active and inactive participants2018-01-013,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-013,308
Number of participants with account balances2018-01-011,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 401(K) PLAN FOR EMPLOYEES OF JRI 2017 401k membership
Total participants, beginning-of-year2017-01-013,420
Total number of active participants reported on line 7a of the Form 55002017-01-012,984
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01335
Total of all active and inactive participants2017-01-013,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-013,322
Number of participants with account balances2017-01-011,214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 401(K) PLAN FOR EMPLOYEES OF JRI 2016 401k membership
Total participants, beginning-of-year2016-01-012,884
Total number of active participants reported on line 7a of the Form 55002016-01-013,110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01309
Total of all active and inactive participants2016-01-013,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-013,420
Number of participants with account balances2016-01-011,086
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: 401(K) PLAN FOR EMPLOYEES OF JRI 2015 401k membership
Total participants, beginning-of-year2015-01-012,535
Total number of active participants reported on line 7a of the Form 55002015-01-012,592
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01291
Total of all active and inactive participants2015-01-012,883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012,884
Number of participants with account balances2015-01-011,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: 401(K) PLAN FOR EMPLOYEES OF JRI 2014 401k membership
Total participants, beginning-of-year2014-01-012,966
Total number of active participants reported on line 7a of the Form 55002014-01-012,263
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01272
Total of all active and inactive participants2014-01-012,535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,535
Number of participants with account balances2014-01-01945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 401(K) PLAN FOR EMPLOYEES OF JRI 2013 401k membership
Total participants, beginning-of-year2013-01-012,462
Total number of active participants reported on line 7a of the Form 55002013-01-012,759
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01207
Total of all active and inactive participants2013-01-012,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,966
Number of participants with account balances2013-01-01816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 401(K) PLAN FOR EMPLOYEES OF JRI 2012 401k membership
Total participants, beginning-of-year2012-01-011,738
Total number of active participants reported on line 7a of the Form 55002012-01-012,283
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01177
Total of all active and inactive participants2012-01-012,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-012,462
Number of participants with account balances2012-01-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 401(K) PLAN FOR EMPLOYEES OF JRI 2011 401k membership
Total participants, beginning-of-year2011-01-011,777
Total number of active participants reported on line 7a of the Form 55002011-01-011,539
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01199
Total of all active and inactive participants2011-01-011,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,738
Number of participants with account balances2011-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: 401(K) PLAN FOR EMPLOYEES OF JRI 2009 401k membership
Total participants, beginning-of-year2009-01-011,973
Total number of active participants reported on line 7a of the Form 55002009-01-011,923
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01143
Total of all active and inactive participants2009-01-012,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,066
Number of participants with account balances2009-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 401(K) PLAN FOR EMPLOYEES OF JRI

Measure Date Value
2022 : 401(K) PLAN FOR EMPLOYEES OF JRI 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,143,567
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,520,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,427,797
Value of total corrective distributions2022-12-31$874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,375,575
Value of total assets at end of year2022-12-31$44,013,836
Value of total assets at beginning of year2022-12-31$51,678,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$92,279
Total interest from all sources2022-12-31$40,210
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,444,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,444,275
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,083,963
Participant contributions at end of year2022-12-31$1,025,460
Participant contributions at beginning of year2022-12-31$861,679
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$418,589
Other income not declared elsewhere2022-12-31$28,609
Administrative expenses (other) incurred2022-12-31$92,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,664,517
Value of net assets at end of year (total assets less liabilities)2022-12-31$44,013,836
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$51,678,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$41,169,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$49,030,743
Interest on participant loans2022-12-31$40,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,818,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,785,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,032,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$873,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,427,797
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31AAFCPAS,INC.
Accountancy firm EIN2022-12-31042571780
2021 : 401(K) PLAN FOR EMPLOYEES OF JRI 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,097,203
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,590,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,502,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,760,319
Value of total assets at end of year2021-12-31$51,678,353
Value of total assets at beginning of year2021-12-31$43,171,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,568
Total interest from all sources2021-12-31$38,727
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,520,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,520,299
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,584,071
Participant contributions at end of year2021-12-31$861,679
Participant contributions at beginning of year2021-12-31$845,248
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$319,639
Other income not declared elsewhere2021-12-31$24,183
Administrative expenses (other) incurred2021-12-31$87,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,506,931
Value of net assets at end of year (total assets less liabilities)2021-12-31$51,678,353
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$43,171,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$49,030,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,692,453
Interest on participant loans2021-12-31$38,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,633,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,633,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$40
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,785,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,753,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$856,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,502,704
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31AAFCPA, INC.
Accountancy firm EIN2021-12-31042571780
2020 : 401(K) PLAN FOR EMPLOYEES OF JRI 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,419,997
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,025,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,957,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,195,472
Value of total assets at end of year2020-12-31$43,171,422
Value of total assets at beginning of year2020-12-31$34,776,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68,303
Total interest from all sources2020-12-31$126,308
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,084,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,084,185
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,258,141
Participant contributions at end of year2020-12-31$845,248
Participant contributions at beginning of year2020-12-31$1,028,652
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$206,608
Administrative expenses (other) incurred2020-12-31$68,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,394,443
Value of net assets at end of year (total assets less liabilities)2020-12-31$43,171,422
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,776,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$40,692,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,563,975
Interest on participant loans2020-12-31$49,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,633,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,184,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,184,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$77,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,014,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$730,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,957,251
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31AAFCPA, INC.
Accountancy firm EIN2020-12-31042571780
2019 : 401(K) PLAN FOR EMPLOYEES OF JRI 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,214,908
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,154,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,083,171
Value of total corrective distributions2019-12-31$784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,099,934
Value of total assets at end of year2019-12-31$34,776,979
Value of total assets at beginning of year2019-12-31$26,716,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$70,504
Total interest from all sources2019-12-31$148,049
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,179,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,179,050
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,039,924
Participant contributions at end of year2019-12-31$1,028,652
Participant contributions at beginning of year2019-12-31$1,055,558
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$138,989
Administrative expenses (other) incurred2019-12-31$70,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,060,449
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,776,979
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,716,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,563,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,456,676
Interest on participant loans2019-12-31$54,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,184,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,204,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,204,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$93,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,787,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$921,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,083,171
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31AAFCPA, INC.
Accountancy firm EIN2019-12-31042571780
2018 : 401(K) PLAN FOR EMPLOYEES OF JRI 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,339,362
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,002,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,946,883
Value of total corrective distributions2018-12-31$998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,750,911
Value of total assets at end of year2018-12-31$26,716,530
Value of total assets at beginning of year2018-12-31$26,379,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,779
Total interest from all sources2018-12-31$79,104
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,211,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,211,781
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,568,501
Participant contributions at end of year2018-12-31$1,055,558
Participant contributions at beginning of year2018-12-31$928,578
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$421,930
Administrative expenses (other) incurred2018-12-31$54,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$336,702
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,716,530
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,379,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,456,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,349,762
Interest on participant loans2018-12-31$47,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,204,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,087,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,087,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$31,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,702,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$760,480
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$13,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,946,883
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ALEXANDER, ARONSON, FINNING
Accountancy firm EIN2018-12-31042571780
2017 : 401(K) PLAN FOR EMPLOYEES OF JRI 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,309,548
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,430,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,417,125
Value of total corrective distributions2017-12-31$580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,262,083
Value of total assets at end of year2017-12-31$26,379,828
Value of total assets at beginning of year2017-12-31$20,500,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,599
Total interest from all sources2017-12-31$41,998
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$987,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$987,144
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,226,597
Participant contributions at end of year2017-12-31$928,578
Participant contributions at beginning of year2017-12-31$746,877
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$377,889
Administrative expenses (other) incurred2017-12-31$12,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,879,244
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,379,828
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,500,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,349,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,874,444
Interest on participant loans2017-12-31$33,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,087,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$879,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$879,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,018,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$657,597
Employer contributions (assets) at end of year2017-12-31$13,559
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,417,125
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ALEXANDER, ARONSON, FINNING
Accountancy firm EIN2017-12-31042571780
2016 : 401(K) PLAN FOR EMPLOYEES OF JRI 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,075,165
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,128,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,116,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,738,862
Value of total assets at end of year2016-12-31$20,500,584
Value of total assets at beginning of year2016-12-31$18,553,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,095
Total interest from all sources2016-12-31$30,278
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$408,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$408,751
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,828,207
Participant contributions at end of year2016-12-31$746,877
Participant contributions at beginning of year2016-12-31$709,669
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$348,517
Administrative expenses (other) incurred2016-12-31$12,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,946,856
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,500,584
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,553,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,874,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,169,601
Interest on participant loans2016-12-31$28,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$879,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$674,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$674,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$897,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$562,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,116,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ALEXANDER, ARONSON, FINNING
Accountancy firm EIN2016-12-31042571780
2015 : 401(K) PLAN FOR EMPLOYEES OF JRI 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$83,345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,231,105
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,057,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,042,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,860,858
Value of total assets at end of year2015-12-31$18,553,728
Value of total assets at beginning of year2015-12-31$18,296,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,621
Total interest from all sources2015-12-31$30,425
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$770,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$770,474
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,924,179
Participant contributions at end of year2015-12-31$709,669
Participant contributions at beginning of year2015-12-31$680,364
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$230,839
Administrative expenses (other) incurred2015-12-31$12,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$173,605
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,553,728
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,296,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,169,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,973,124
Interest on participant loans2015-12-31$30,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$674,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$643,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$643,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,430,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$705,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,042,879
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ALEXANDER, ARONSON, FINNING
Accountancy firm EIN2015-12-31042571780
2014 : 401(K) PLAN FOR EMPLOYEES OF JRI 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,913,386
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,326,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,311,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,114,688
Value of total assets at end of year2014-12-31$18,296,778
Value of total assets at beginning of year2014-12-31$16,708,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,274
Total interest from all sources2014-12-31$24,448
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$959,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$959,791
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,565,596
Participant contributions at end of year2014-12-31$680,364
Participant contributions at beginning of year2014-12-31$590,351
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$42,792
Administrative expenses (other) incurred2014-12-31$13,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,587,183
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,296,778
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,708,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,973,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,415,502
Interest on participant loans2014-12-31$24,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$643,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$702,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$702,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-185,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$506,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,311,929
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ALEXANDER, ARONSON, FINNING
Accountancy firm EIN2014-12-31042571780
2013 : 401(K) PLAN FOR EMPLOYEES OF JRI 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$6,900
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$4,124,160
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,079,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,066,230
Expenses. Certain deemed distributions of participant loans2013-12-31$944
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,761,350
Value of total assets at end of year2013-12-31$16,708,797
Value of total assets at beginning of year2013-12-31$13,670,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,984
Total interest from all sources2013-12-31$26,028
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$483,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$483,032
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,304,049
Participant contributions at end of year2013-12-31$590,351
Participant contributions at beginning of year2013-12-31$662,909
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$45,865
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$58,780
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$11,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,045,002
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,708,797
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,670,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$983
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,415,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,270,210
Interest on participant loans2013-12-31$25,976
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$702,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$677,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$677,490
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$52
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,853,750
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$398,521
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$14,221
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,066,230
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ALEXANDER, ARONSON, FINNING
Accountancy firm EIN2013-12-31042571780
2012 : 401(K) PLAN FOR EMPLOYEES OF JRI 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$0
Total income from all sources (including contributions)2012-12-31$3,218,135
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,000,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$990,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,668,184
Value of total assets at end of year2012-12-31$13,670,695
Value of total assets at beginning of year2012-12-31$11,453,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,769
Total interest from all sources2012-12-31$27,213
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$230,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$230,940
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,186,100
Participant contributions at end of year2012-12-31$662,909
Participant contributions at beginning of year2012-12-31$571,342
Participant contributions at end of year2012-12-31$45,865
Participant contributions at beginning of year2012-12-31$42,587
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$132,167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,438
Administrative expenses (other) incurred2012-12-31$10,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,217,194
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,670,695
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,453,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,270,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,186,249
Interest on participant loans2012-12-31$27,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$677,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$643,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$643,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$66
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,291,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$349,917
Employer contributions (assets) at end of year2012-12-31$14,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$990,172
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ALEXANDER, ARONSON, FINNING
Accountancy firm EIN2012-12-31042571780
2011 : 401(K) PLAN FOR EMPLOYEES OF JRI 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,286,627
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$689,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$679,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,549,184
Value of total assets at end of year2011-12-31$11,453,501
Value of total assets at beginning of year2011-12-31$10,856,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,647
Total interest from all sources2011-12-31$20,004
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$141,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$141,276
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,174,426
Participant contributions at end of year2011-12-31$571,342
Participant contributions at beginning of year2011-12-31$348,400
Participant contributions at end of year2011-12-31$42,587
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$38,345
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,702
Administrative expenses (other) incurred2011-12-31$10,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$596,839
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,453,501
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,856,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,186,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,088,464
Interest on participant loans2011-12-31$19,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$643,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$409,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$409,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$92
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-423,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$336,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$679,141
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ALEXANDER, ARONSON, FINNING
Accountancy firm EIN2011-12-31042571780
2010 : 401(K) PLAN FOR EMPLOYEES OF JRI 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
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$2,590,605
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$531,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$521,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,434,952
Value of total assets at end of year2010-12-31$10,856,662
Value of total assets at beginning of year2010-12-31$8,797,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,493
Total interest from all sources2010-12-31$17,426
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$152,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$152,938
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,090,824
Participant contributions at end of year2010-12-31$348,400
Participant contributions at beginning of year2010-12-31$297,076
Participant contributions at beginning of year2010-12-31$40,578
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$29,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,702
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,989
Administrative expenses (other) incurred2010-12-31$9,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,059,585
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,856,662
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,797,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,088,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,986,382
Interest on participant loans2010-12-31$17,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$409,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$464,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$464,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$985,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$314,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$521,527
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ALEXANDER, ARONSON, FINNING
Accountancy firm EIN2010-12-31042571780
2009 : 401(K) PLAN FOR EMPLOYEES OF JRI 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 401(K) PLAN FOR EMPLOYEES OF JRI

2022: 401(K) PLAN FOR EMPLOYEES OF JRI 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 401(K) PLAN FOR EMPLOYEES OF JRI 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 401(K) PLAN FOR EMPLOYEES OF JRI 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 401(K) PLAN FOR EMPLOYEES OF JRI 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 401(K) PLAN FOR EMPLOYEES OF JRI 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 401(K) PLAN FOR EMPLOYEES OF JRI 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 401(K) PLAN FOR EMPLOYEES OF JRI 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 401(K) PLAN FOR EMPLOYEES OF JRI 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 401(K) PLAN FOR EMPLOYEES OF JRI 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 401(K) PLAN FOR EMPLOYEES OF JRI 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 401(K) PLAN FOR EMPLOYEES OF JRI 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 401(K) PLAN FOR EMPLOYEES OF JRI 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: 401(K) PLAN FOR EMPLOYEES OF JRI 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896659 087
Policy instance 1
Insurance contract or identification number896659 087
Number of Individuals Covered551
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896659 087
Policy instance 1
Insurance contract or identification number896659 087
Number of Individuals Covered606
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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