?>
Logo

J.S. INTERNATIONAL, INC. RETIREMENT PLAN 401k Plan overview

Plan NameJ.S. INTERNATIONAL, INC. RETIREMENT PLAN
Plan identification number 001

J.S. INTERNATIONAL, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

J.S. INTERNATIONAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:J.S. INTERNATIONAL, INC.
Employer identification number (EIN):043388010
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about J.S. INTERNATIONAL, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2007-01-26
Company Identification Number: C2964400
Legal Registered Office Address: 10372 Law Dr

Garden Grove
United States of America (USA)
92840

More information about J.S. INTERNATIONAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.S. INTERNATIONAL, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01JULIA QI ZHOU
0012015-10-01JULIA QI ZHOU
0012014-10-01JULIA QI ZHOU
0012013-10-01JULIA QI ZHOU
0012012-10-01JULIA QI ZHOU
0012011-10-01JULIA QI ZHOU
0012010-10-01JULIA QI ZHOU
0012009-10-01JULIA QI ZHOU

Plan Statistics for J.S. INTERNATIONAL, INC. RETIREMENT PLAN

401k plan membership statisitcs for J.S. INTERNATIONAL, INC. RETIREMENT PLAN

Measure Date Value
2021: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01193
Total number of active participants reported on line 7a of the Form 55002021-10-01187
Number of retired or separated participants receiving benefits2021-10-011
Number of other retired or separated participants entitled to future benefits2021-10-017
Total of all active and inactive participants2021-10-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01195
Number of participants with account balances2021-10-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-012
2020: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01156
Total number of active participants reported on line 7a of the Form 55002020-10-01175
Number of retired or separated participants receiving benefits2020-10-013
Number of other retired or separated participants entitled to future benefits2020-10-0113
Total of all active and inactive participants2020-10-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01191
Number of participants with account balances2020-10-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-018
2019: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01156
Total number of active participants reported on line 7a of the Form 55002019-10-01148
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0111
Total of all active and inactive participants2019-10-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01159
Number of participants with account balances2019-10-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01135
Total number of active participants reported on line 7a of the Form 55002018-10-01150
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-014
Total of all active and inactive participants2018-10-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01154
Number of participants with account balances2018-10-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01123
Total number of active participants reported on line 7a of the Form 55002017-10-01125
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-015
Total of all active and inactive participants2017-10-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01130
Number of participants with account balances2017-10-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0198
Total number of active participants reported on line 7a of the Form 55002016-10-01117
Number of retired or separated participants receiving benefits2016-10-011
Number of other retired or separated participants entitled to future benefits2016-10-017
Total of all active and inactive participants2016-10-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01125
Number of participants with account balances2016-10-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0193
Total number of active participants reported on line 7a of the Form 55002015-10-0191
Number of retired or separated participants receiving benefits2015-10-011
Number of other retired or separated participants entitled to future benefits2015-10-016
Total of all active and inactive participants2015-10-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0198
Number of participants with account balances2015-10-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0180
Total number of active participants reported on line 7a of the Form 55002014-10-0181
Number of retired or separated participants receiving benefits2014-10-012
Number of other retired or separated participants entitled to future benefits2014-10-015
Total of all active and inactive participants2014-10-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0188
Number of participants with account balances2014-10-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0175
Total number of active participants reported on line 7a of the Form 55002013-10-0171
Number of retired or separated participants receiving benefits2013-10-013
Number of other retired or separated participants entitled to future benefits2013-10-016
Total of all active and inactive participants2013-10-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0180
Number of participants with account balances2013-10-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0167
Total number of active participants reported on line 7a of the Form 55002012-10-0169
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-016
Total of all active and inactive participants2012-10-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0175
Number of participants with account balances2012-10-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-011
2011: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0169
Total number of active participants reported on line 7a of the Form 55002011-10-0166
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-012
Total of all active and inactive participants2011-10-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0168
Number of participants with account balances2011-10-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0176
Total number of active participants reported on line 7a of the Form 55002010-10-0165
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-015
Total of all active and inactive participants2010-10-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0170
Number of participants with account balances2010-10-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-016
2009: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0156
Total number of active participants reported on line 7a of the Form 55002009-10-0164
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0112
Total of all active and inactive participants2009-10-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0176
Number of participants with account balances2009-10-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-014

Financial Data on J.S. INTERNATIONAL, INC. RETIREMENT PLAN

Measure Date Value
2022 : J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-481,788
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$119,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$93,102
Value of total corrective distributions2022-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$328,393
Value of total assets at end of year2022-09-30$3,314,797
Value of total assets at beginning of year2022-09-30$3,916,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$26,539
Total interest from all sources2022-09-30$864
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Administrative expenses professional fees incurred2022-09-30$375
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$400,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$256,015
Participant contributions at end of year2022-09-30$16,406
Participant contributions at beginning of year2022-09-30$19,364
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$87
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$7,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$0
Total non interest bearing cash at end of year2022-09-30$23,175
Total non interest bearing cash at beginning of year2022-09-30$20,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-601,429
Value of net assets at end of year (total assets less liabilities)2022-09-30$3,314,797
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$3,916,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in pooled separate accounts at end of year2022-09-30$3,209,887
Value of interest in pooled separate accounts at beginning of year2022-09-30$3,822,504
Interest on participant loans2022-09-30$864
Net investment gain/loss from pooled separate accounts2022-09-30$-811,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30Yes
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$65,329
Employer contributions (assets) at end of year2022-09-30$65,329
Employer contributions (assets) at beginning of year2022-09-30$54,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$93,102
Contract administrator fees2022-09-30$26,164
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2022-09-30042088368
2021 : J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$1,068,756
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$54,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$45,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$354,212
Value of total assets at end of year2021-09-30$3,916,226
Value of total assets at beginning of year2021-09-30$2,902,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$9,279
Total interest from all sources2021-09-30$956
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Administrative expenses professional fees incurred2021-09-30$125
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$300,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$237,968
Participant contributions at end of year2021-09-30$19,364
Participant contributions at beginning of year2021-09-30$21,665
Participant contributions at end of year2021-09-30$87
Participant contributions at beginning of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$62,234
Total non interest bearing cash at end of year2021-09-30$20,271
Total non interest bearing cash at beginning of year2021-09-30$20,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,013,864
Value of net assets at end of year (total assets less liabilities)2021-09-30$3,916,226
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$2,902,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in pooled separate accounts at end of year2021-09-30$3,822,504
Value of interest in pooled separate accounts at beginning of year2021-09-30$2,770,347
Interest on participant loans2021-09-30$956
Net investment gain/loss from pooled separate accounts2021-09-30$713,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30Yes
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$54,010
Employer contributions (assets) at end of year2021-09-30$54,000
Employer contributions (assets) at beginning of year2021-09-30$90,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$45,613
Contract administrator fees2021-09-30$9,154
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2021-09-30042088368
2020 : J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$867,806
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$643,820
Value of total assets at end of year2020-09-30$2,902,362
Value of total assets at beginning of year2020-09-30$2,034,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$219
Total interest from all sources2020-09-30$544
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Administrative expenses professional fees incurred2020-09-30$219
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$204,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$168,893
Participant contributions at end of year2020-09-30$21,665
Participant contributions at beginning of year2020-09-30$9,187
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$36
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$384,839
Total non interest bearing cash at end of year2020-09-30$20,262
Total non interest bearing cash at beginning of year2020-09-30$20,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$867,587
Value of net assets at end of year (total assets less liabilities)2020-09-30$2,902,362
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$2,034,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in pooled separate accounts at end of year2020-09-30$2,770,347
Value of interest in pooled separate accounts at beginning of year2020-09-30$1,931,734
Interest on participant loans2020-09-30$544
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$0
Net investment gain/loss from pooled separate accounts2020-09-30$223,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30Yes
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$90,088
Employer contributions (assets) at end of year2020-09-30$90,088
Employer contributions (assets) at beginning of year2020-09-30$73,562
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2020-09-30042088368
2019 : J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$242,959
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$45,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$45,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$227,586
Value of total assets at end of year2019-09-30$2,034,775
Value of total assets at beginning of year2019-09-30$1,837,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$246
Total interest from all sources2019-09-30$630
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Administrative expenses professional fees incurred2019-09-30$246
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$190,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$152,549
Participant contributions at end of year2019-09-30$9,187
Participant contributions at beginning of year2019-09-30$10,157
Participant contributions at end of year2019-09-30$36
Participant contributions at beginning of year2019-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$1,475
Total non interest bearing cash at end of year2019-09-30$20,256
Total non interest bearing cash at beginning of year2019-09-30$18,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$197,431
Value of net assets at end of year (total assets less liabilities)2019-09-30$2,034,775
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$1,837,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in pooled separate accounts at end of year2019-09-30$1,931,734
Value of interest in pooled separate accounts at beginning of year2019-09-30$1,808,327
Income. Interest from loans (other than to participants)2019-09-30$630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$0
Net investment gain/loss from pooled separate accounts2019-09-30$14,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30Yes
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$73,562
Employer contributions (assets) at end of year2019-09-30$73,562
Employer contributions (assets) at beginning of year2019-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$45,282
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2019-09-30042088368
2018 : J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
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$0
Total income from all sources (including contributions)2018-09-30$286,971
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$68,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$51,130
Value of total corrective distributions2018-09-30$17,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$115,857
Value of total assets at end of year2018-09-30$1,837,344
Value of total assets at beginning of year2018-09-30$1,618,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$0
Total interest from all sources2018-09-30$473
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 year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30No
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$115,857
Participant contributions at end of year2018-09-30$10,157
Participant contributions at beginning of year2018-09-30$6,634
Total non interest bearing cash at end of year2018-09-30$18,860
Total non interest bearing cash at beginning of year2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$218,733
Value of net assets at end of year (total assets less liabilities)2018-09-30$1,837,344
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$1,618,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in pooled separate accounts at end of year2018-09-30$1,808,327
Value of interest in pooled separate accounts at beginning of year2018-09-30$1,611,977
Interest on participant loans2018-09-30$473
Net investment gain/loss from pooled separate accounts2018-09-30$170,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$51,130
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2018-09-30042088368
2017 : J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-09-30$316,346
Expenses. Total of all expenses incurred2017-09-30$308,850
Benefits paid (including direct rollovers)2017-09-30$308,850
Total plan assets at end of year2017-09-30$1,618,611
Total plan assets at beginning of year2017-09-30$1,611,115
Total contributions received or receivable from participants2017-09-30$96,870
Contributions received from other sources (not participants or employers)2017-09-30$8,135
Other income received2017-09-30$211,329
Net income (gross income less expenses)2017-09-30$7,496
Net plan assets at end of year (total assets less liabilities)2017-09-30$1,618,611
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$1,611,115
Assets. Value of participant loans2017-09-30$6,634
Total contributions received or receivable from employer(s)2017-09-30$12
2016 : J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-09-30$214,877
Expenses. Total of all expenses incurred2016-09-30$16,266
Benefits paid (including direct rollovers)2016-09-30$16,266
Total plan assets at end of year2016-09-30$1,611,115
Total plan assets at beginning of year2016-09-30$1,412,504
Total contributions received or receivable from participants2016-09-30$73,685
Other income received2016-09-30$141,192
Net income (gross income less expenses)2016-09-30$198,611
Net plan assets at end of year (total assets less liabilities)2016-09-30$1,611,115
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$1,412,504
Assets. Value of participant loans2016-09-30$7,299
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-09-30$15,218
Expenses. Total of all expenses incurred2015-09-30$41,642
Benefits paid (including direct rollovers)2015-09-30$41,642
Total plan assets at end of year2015-09-30$1,412,504
Total plan assets at beginning of year2015-09-30$1,438,928
Total contributions received or receivable from participants2015-09-30$49,420
Other income received2015-09-30$-34,202
Net income (gross income less expenses)2015-09-30$-26,424
Net plan assets at end of year (total assets less liabilities)2015-09-30$1,412,504
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$1,438,928
Assets. Value of participant loans2015-09-30$3,514
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-09-30$182,042
Expenses. Total of all expenses incurred2014-09-30$23,500
Benefits paid (including direct rollovers)2014-09-30$23,500
Total plan assets at end of year2014-09-30$1,438,928
Total plan assets at beginning of year2014-09-30$1,280,386
Total contributions received or receivable from participants2014-09-30$43,483
Other income received2014-09-30$138,559
Net income (gross income less expenses)2014-09-30$158,542
Net plan assets at end of year (total assets less liabilities)2014-09-30$1,438,928
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,280,386
Assets. Value of participant loans2014-09-30$5,857
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-09-30$265,008
Expenses. Total of all expenses incurred2013-09-30$54,326
Benefits paid (including direct rollovers)2013-09-30$48,949
Total plan assets at end of year2013-09-30$1,280,386
Total plan assets at beginning of year2013-09-30$1,069,704
Total contributions received or receivable from participants2013-09-30$35,256
Other income received2013-09-30$229,752
Net income (gross income less expenses)2013-09-30$210,682
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,280,386
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,069,704
Assets. Value of participant loans2013-09-30$22,548
Value of certain deemed distributions of participant loans2013-09-30$5,377
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-09-30$230,638
Expenses. Total of all expenses incurred2012-09-30$5,283
Benefits paid (including direct rollovers)2012-09-30$5,283
Total plan assets at end of year2012-09-30$1,069,704
Total plan assets at beginning of year2012-09-30$844,349
Total contributions received or receivable from participants2012-09-30$39,543
Other income received2012-09-30$191,095
Net income (gross income less expenses)2012-09-30$225,355
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,069,704
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$844,349
Assets. Value of participant loans2012-09-30$28,636
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-09-30$-9,202
Expenses. Total of all expenses incurred2011-09-30$26,445
Benefits paid (including direct rollovers)2011-09-30$24,338
Total plan assets at end of year2011-09-30$844,349
Total plan assets at beginning of year2011-09-30$879,996
Total contributions received or receivable from participants2011-09-30$39,662
Expenses. Other expenses not covered elsewhere2011-09-30$2,107
Other income received2011-09-30$-48,864
Net income (gross income less expenses)2011-09-30$-35,647
Net plan assets at end of year (total assets less liabilities)2011-09-30$844,349
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$879,996
Assets. Value of participant loans2011-09-30$4,652
Total contributions received or receivable from employer(s)2011-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for J.S. INTERNATIONAL, INC. RETIREMENT PLAN

2021: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: J.S. INTERNATIONAL, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96236
Policy instance 1
Insurance contract or identification number96236
Number of Individuals Covered54
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,221
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?No
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9975
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96236
Policy instance 1
Insurance contract or identification number96236
Number of Individuals Covered52
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $8,426
Total amount of fees paid to insurance companyUSD $621
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?No
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
Commission paid to Insurance BrokerUSD $8,426
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96236
Policy instance 1
Insurance contract or identification number96236
Number of Individuals Covered52
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,584
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?No
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
Amount paid for insurance broker fees5377
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96236
Policy instance 1
Insurance contract or identification number96236
Number of Individuals Covered45
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $4,094
Total amount of fees paid to insurance companyUSD $1,024
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?No
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?Yes
Commission paid to Insurance BrokerUSD $4,094
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96236
Policy instance 1
Insurance contract or identification number96236
Number of Individuals Covered36
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $4,332
Total amount of fees paid to insurance companyUSD $986
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?No
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?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96236
Policy instance 1
Insurance contract or identification number96236
Number of Individuals Covered32
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $3,993
Total amount of fees paid to insurance companyUSD $734
Are there contracts with allocated funds for individual policies?No
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?No
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?Yes
Commission paid to Insurance BrokerUSD $3,993
Insurance broker organization code?3
Amount paid for insurance broker fees734
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameSWERDLIN NORTHEAST LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96236
Policy instance 1
Insurance contract or identification number96236
Number of Individuals Covered33
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $3,676
Total amount of fees paid to insurance companyUSD $740
Are there contracts with allocated funds for individual policies?No
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?No
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?Yes
Commission paid to Insurance BrokerUSD $3,676
Insurance broker organization code?3
Amount paid for insurance broker fees740
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameSWERDLIN NORTHEAST LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96236
Policy instance 1
Insurance contract or identification number96236
Number of Individuals Covered34
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $3,390
Total amount of fees paid to insurance companyUSD $687
Are there contracts with allocated funds for individual policies?No
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?No
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
Commission paid to Insurance BrokerUSD $3,390
Insurance broker organization code?3
Amount paid for insurance broker fees687
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePENRET SERVICES INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96236
Policy instance 1
Insurance contract or identification number96236
Number of Individuals Covered35
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $2,572
Total amount of fees paid to insurance companyUSD $567
Are there contracts with allocated funds for individual policies?No
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?No
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
Commission paid to Insurance BrokerUSD $2,572
Insurance broker organization code?3
Amount paid for insurance broker fees567
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePENRET SERVICES INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96236
Policy instance 1
Insurance contract or identification number96236
Number of Individuals Covered39
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $2,432
Total amount of fees paid to insurance companyUSD $481
Are there contracts with allocated funds for individual policies?No
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?No
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96236
Policy instance 1
Insurance contract or identification number96236
Number of Individuals Covered42
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $1,423
Total amount of fees paid to insurance companyUSD $487
Are there contracts with allocated funds for individual policies?No
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?No
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

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3