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B. W. JAMES 401K PLAN 401k Plan overview

Plan NameB. W. JAMES 401K PLAN
Plan identification number 001

B. W. JAMES 401K PLAN Benefits

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

BARRY W. JAMES & ASSOCIATES LLP has sponsored the creation of one or more 401k plans.

Company Name:BARRY W. JAMES & ASSOCIATES LLP
Employer identification number (EIN):050542770
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B. W. JAMES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BARRY JAMES2024-06-06
0012022-01-01BARRY JAMES2023-07-10
0012021-01-01BARRY JAMES2022-04-21
0012020-01-01BARRY JAMES2021-04-30
0012019-01-01BARRY JAMES2020-07-09
0012018-01-01BARRY JAMES2019-07-17
0012017-01-01BARRY JAMES2018-07-03
0012016-01-01BARRY JAMES2017-06-02
0012015-01-01BARRY JAMES2016-07-14
0012014-01-01BARRY JAMES2015-09-17
0012013-01-01BARRY JAMES2014-06-23
0012012-01-01BARRY JAMES2013-07-09
0012011-09-30BARRY W. JAMES2012-06-27

Plan Statistics for B. W. JAMES 401K PLAN

401k plan membership statisitcs for B. W. JAMES 401K PLAN

Measure Date Value
2025: B. W. JAMES 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-0811
Total number of particpants at end of year2025-05-0810
Number of Participants With Account Balances2025-05-0810
2024: B. W. JAMES 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-0610
Total number of particpants at end of year2024-06-0610
Number of Participants With Account Balances2024-06-0610
2022: B. W. JAMES 401K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-219
Total number of particpants at end of year2022-04-219
Number of Participants With Account Balances2022-04-219

Financial Data on B. W. JAMES 401K PLAN

Measure Date Value
2025 : B. W. JAMES 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-0870924
Net assets as of the end of the plan year2025-05-082916475
Total assets as of the beginning of the plan year2025-05-082342448
Value of plan covered by a fidelity bond2025-05-08291648
Participant contributions to plan in this plan year2025-05-0881590
Other income to plan in this plan year2025-05-08508263
Plan net income in this plan year2025-05-08574027
Net assets as of the end of the plan year2025-05-082916475
Net assets as of the beginning of the plan year2025-05-082342448
Employer contributions to plan in this plan year2025-05-0855098
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0816528
2024 : B. W. JAMES 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-0615416
Net assets as of the end of the plan year2024-06-062342448
Total assets as of the beginning of the plan year2024-06-061740685
Value of plan covered by a fidelity bond2024-06-06234245
Participant contributions to plan in this plan year2024-06-0669750
Other income to plan in this plan year2024-06-06490146
Plan net income in this plan year2024-06-06601763
Net assets as of the end of the plan year2024-06-062342448
Net assets as of the beginning of the plan year2024-06-061740685
Employer contributions to plan in this plan year2024-06-0657283
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0615416
2022 : B. W. JAMES 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-2116373
Net assets as of the end of the plan year2022-04-212090609
Total assets as of the beginning of the plan year2022-04-211650413
Value of plan covered by a fidelity bond2022-04-21100000
Participant contributions to plan in this plan year2022-04-2158500
Other income to plan in this plan year2022-04-21326166
Plan net income in this plan year2022-04-21440196
Net assets as of the end of the plan year2022-04-212090609
Net assets as of the beginning of the plan year2022-04-211650413
Employer contributions to plan in this plan year2022-04-2171903
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-2116373

Potentially related plans

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