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RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA
Plan identification number 333

RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

JUNIOR ACHIEVEMENT USA has sponsored the creation of one or more 401k plans.

Company Name:JUNIOR ACHIEVEMENT USA
Employer identification number (EIN):131635270
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about JUNIOR ACHIEVEMENT USA

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1993-01-25
Company Identification Number: 19931008188
Legal Registered Office Address: ONE EDUCATION WAY

COLORADO SPRINGS
United States of America (USA)
80906

More information about JUNIOR ACHIEVEMENT USA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01EDWARD PRIEM II2023-07-20 EDWARD PRIEM II2023-07-20
3332021-01-01EDWARD PRIEM II2022-10-04 EDWARD PRIEM II2022-10-04
3332020-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332018-01-01
3332017-01-01EDWARD PRIEM EDWARD PRIEM2018-10-15
3332016-01-01TIMOTHY ARMIJO TIMOTHY ARMIJO2017-10-13
3332015-01-01TIMOTHY ARMIJO TIMOTHY ARMIJO2016-10-14
3332014-01-01TIMOTHY ARMIJO TIMOTHY ARMIJO2015-10-14
3332013-01-01TIMOTHY ARMIJO TIMOTHY ARMIJO2014-10-15
3332012-01-01LAURIE MOZINGO LAURIE MOZINGO2013-10-07
3332011-01-01LAURIE MOZINGO
3332010-01-01LAURIE MOZINGO
3332009-01-01LAURIE MOZINGO

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA

Measure Date Value
2020: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2020 401k membership
Total participants, beginning-of-year2020-01-011,148
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2019 401k membership
Market value of plan assets2019-12-3159,122,381
Acturial value of plan assets2019-12-3161,395,829
Funding target for retired participants and beneficiaries receiving payment2019-12-3120,556,557
Number of terminated vested participants2019-12-31313
Fundng target for terminated vested participants2019-12-314,017,679
Active participant vested funding target2019-12-3125,109,194
Number of active participants2019-12-31696
Total funding liabilities for active participants2019-12-3126,842,248
Total participant count2019-12-311,188
Total funding target for all participants2019-12-3151,416,484
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-317,567,137
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-317,990,140
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3113,015,750
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3112,730,056
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,326,654
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3112,730,056
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,188
Total number of active participants reported on line 7a of the Form 55002019-01-01630
Number of retired or separated participants receiving benefits2019-01-01169
Number of other retired or separated participants entitled to future benefits2019-01-01334
Total of all active and inactive participants2019-01-011,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0115
Total participants2019-01-011,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2018 401k membership
Market value of plan assets2018-12-3163,654,722
Acturial value of plan assets2018-12-3161,727,293
Funding target for retired participants and beneficiaries receiving payment2018-12-3121,695,986
Number of terminated vested participants2018-12-31281
Fundng target for terminated vested participants2018-12-315,230,511
Active participant vested funding target2018-12-3125,821,877
Number of active participants2018-12-31726
Total funding liabilities for active participants2018-12-3127,717,536
Total participant count2018-12-311,184
Total funding target for all participants2018-12-3154,644,033
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-317,765,613
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-318,217,572
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-317,770,838
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-317,567,137
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,346,215
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-317,567,137
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,184
Total number of active participants reported on line 7a of the Form 55002018-01-01693
Number of retired or separated participants receiving benefits2018-01-01168
Number of other retired or separated participants entitled to future benefits2018-01-01313
Total of all active and inactive participants2018-01-011,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-011,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0144
2017: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2017 401k membership
Market value of plan assets2017-12-3155,322,893
Acturial value of plan assets2017-12-3156,934,634
Funding target for retired participants and beneficiaries receiving payment2017-12-3120,350,200
Number of terminated vested participants2017-12-31274
Fundng target for terminated vested participants2017-12-314,972,053
Active participant vested funding target2017-12-3126,793,861
Number of active participants2017-12-31752
Total funding liabilities for active participants2017-12-3128,689,829
Total participant count2017-12-311,202
Total funding target for all participants2017-12-3154,012,082
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-316,471,461
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-316,861,690
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-317,981,779
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-317,765,613
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,330,391
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-317,765,613
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,202
Total number of active participants reported on line 7a of the Form 55002017-01-01719
Number of retired or separated participants receiving benefits2017-01-01165
Number of other retired or separated participants entitled to future benefits2017-01-01281
Total of all active and inactive participants2017-01-011,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-011,177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0151
2016: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2016 401k membership
Market value of plan assets2016-12-3151,898,276
Acturial value of plan assets2016-12-3155,067,519
Funding target for retired participants and beneficiaries receiving payment2016-12-3118,619,430
Number of terminated vested participants2016-12-31345
Fundng target for terminated vested participants2016-12-317,447,863
Active participant vested funding target2016-12-3125,805,183
Number of active participants2016-12-31739
Total funding liabilities for active participants2016-12-3127,681,211
Total participant count2016-12-311,250
Total funding target for all participants2016-12-3153,748,504
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-313,183,415
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-313,381,423
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-317,568,654
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-317,356,187
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,203,741
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31884,726
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31884,726
Contributions allocatedtoward minimum required contributions for current year2016-12-317,356,187
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,250
Total number of active participants reported on line 7a of the Form 55002016-01-01746
Number of retired or separated participants receiving benefits2016-01-01165
Number of other retired or separated participants entitled to future benefits2016-01-01274
Total of all active and inactive participants2016-01-011,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0111
Total participants2016-01-011,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0133
2015: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2015 401k membership
Total participants, beginning-of-year2015-01-011,293
Total number of active participants reported on line 7a of the Form 55002015-01-01734
Number of retired or separated participants receiving benefits2015-01-01159
Number of other retired or separated participants entitled to future benefits2015-01-01345
Total of all active and inactive participants2015-01-011,238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0140
2014: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2014 401k membership
Total participants, beginning-of-year2014-01-011,305
Total number of active participants reported on line 7a of the Form 55002014-01-01743
Number of retired or separated participants receiving benefits2014-01-01157
Number of other retired or separated participants entitled to future benefits2014-01-01376
Total of all active and inactive participants2014-01-011,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-011,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0142
2013: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2013 401k membership
Total participants, beginning-of-year2013-01-011,417
Total number of active participants reported on line 7a of the Form 55002013-01-01753
Number of retired or separated participants receiving benefits2013-01-01151
Number of other retired or separated participants entitled to future benefits2013-01-01390
Total of all active and inactive participants2013-01-011,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-011,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0159
2012: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2012 401k membership
Total participants, beginning-of-year2012-01-011,345
Total number of active participants reported on line 7a of the Form 55002012-01-01768
Number of retired or separated participants receiving benefits2012-01-01143
Number of other retired or separated participants entitled to future benefits2012-01-01492
Total of all active and inactive participants2012-01-011,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-011,409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0143
2011: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2011 401k membership
Total participants, beginning-of-year2011-01-011,248
Total number of active participants reported on line 7a of the Form 55002011-01-01791
Number of retired or separated participants receiving benefits2011-01-01117
Number of other retired or separated participants entitled to future benefits2011-01-01419
Total of all active and inactive participants2011-01-011,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-011,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0142
2010: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2010 401k membership
Total participants, beginning-of-year2010-01-011,232
Total number of active participants reported on line 7a of the Form 55002010-01-01757
Number of retired or separated participants receiving benefits2010-01-0195
Number of other retired or separated participants entitled to future benefits2010-01-01385
Total of all active and inactive participants2010-01-011,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-018
Total participants2010-01-011,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0170
2009: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2009 401k membership
Total participants, beginning-of-year2009-01-011,223
Total number of active participants reported on line 7a of the Form 55002009-01-01811
Number of retired or separated participants receiving benefits2009-01-0177
Number of other retired or separated participants entitled to future benefits2009-01-01332
Total of all active and inactive participants2009-01-011,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-011,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0190

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA

Measure Date Value
2020 : RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,288,417
Total unrealized appreciation/depreciation of assets2020-12-31$1,288,417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$694,843
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,522,978
Total income from all sources (including contributions)2020-12-31$2,195,405
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$73,155,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$73,155,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$5,681,989
Value of total assets at beginning of year2020-12-31$77,470,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$906,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$107,608
Liabilities. Value of operating payables at end of year2020-12-31$694,843
Liabilities. Value of operating payables at beginning of year2020-12-31$1,522,978
Total non interest bearing cash at end of year2020-12-31$1,648
Total non interest bearing cash at beginning of year2020-12-31$717,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-70,959,965
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,987,146
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$75,947,111
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 beginning of year2020-12-31$76,698,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,572,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$40,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$0
Employer contributions (assets) at beginning of year2020-12-31$13,803
Income. Dividends from common stock2020-12-31$906,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$73,155,370
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 name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,031,881
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,031,881
Total unrealized appreciation/depreciation of assets2019-12-31$5,031,881
Total unrealized appreciation/depreciation of assets2019-12-31$5,031,881
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,522,978
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,522,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$59,836
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$59,836
Total income from all sources (including contributions)2019-12-31$22,718,623
Total income from all sources (including contributions)2019-12-31$22,718,623
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,493,968
Total of all expenses incurred2019-12-31$6,493,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,558,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,558,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,048,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,048,088
Value of total assets at end of year2019-12-31$77,470,089
Value of total assets at end of year2019-12-31$77,470,089
Value of total assets at beginning of year2019-12-31$59,782,292
Value of total assets at beginning of year2019-12-31$59,782,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,935,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,935,558
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,638,654
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,638,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$1,860,558
Administrative expenses professional fees incurred2019-12-31$1,860,558
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Liabilities. Value of operating payables at end of year2019-12-31$1,522,978
Liabilities. Value of operating payables at end of year2019-12-31$1,522,978
Liabilities. Value of operating payables at beginning of year2019-12-31$59,836
Liabilities. Value of operating payables at beginning of year2019-12-31$59,836
Total non interest bearing cash at end of year2019-12-31$717,594
Total non interest bearing cash at end of year2019-12-31$717,594
Total non interest bearing cash at beginning of year2019-12-31$989,190
Total non interest bearing cash at beginning of year2019-12-31$989,190
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
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$16,224,655
Value of net income/loss2019-12-31$16,224,655
Value of net assets at end of year (total assets less liabilities)2019-12-31$75,947,111
Value of net assets at end of year (total assets less liabilities)2019-12-31$75,947,111
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,722,456
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,722,456
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$75,000
Investment advisory and management fees2019-12-31$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$76,698,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$76,698,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$58,099,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$58,099,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$40,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$40,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$30,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$30,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,048,088
Contributions received in cash from employer2019-12-31$13,048,088
Employer contributions (assets) at end of year2019-12-31$13,803
Employer contributions (assets) at end of year2019-12-31$13,803
Employer contributions (assets) at beginning of year2019-12-31$663,207
Employer contributions (assets) at beginning of year2019-12-31$663,207
Income. Dividends from common stock2019-12-31$4,638,654
Income. Dividends from common stock2019-12-31$4,638,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,558,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,558,410
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,373,005
Total unrealized appreciation/depreciation of assets2018-12-31$-3,373,005
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$82,161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$56,061
Total income from all sources (including contributions)2018-12-31$7,059,702
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,476,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,015,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,897,302
Value of total assets at end of year2018-12-31$59,782,292
Value of total assets at beginning of year2018-12-31$64,173,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$461,384
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,535,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$386,384
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Liabilities. Value of operating payables at end of year2018-12-31$82,161
Liabilities. Value of operating payables at beginning of year2018-12-31$56,061
Total non interest bearing cash at end of year2018-12-31$989,190
Total non interest bearing cash at beginning of year2018-12-31$1,188,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,417,176
Value of net assets at end of year (total assets less liabilities)2018-12-31$59,700,131
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$64,117,307
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
Investment advisory and management fees2018-12-31$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$58,099,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$62,434,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$30,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$28,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$7,897,302
Employer contributions (assets) at end of year2018-12-31$663,207
Employer contributions (assets) at beginning of year2018-12-31$521,792
Income. Dividends from common stock2018-12-31$2,535,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,015,494
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$5,753,761
Total unrealized appreciation/depreciation of assets2017-12-31$5,753,761
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$56,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$64,123
Total income from all sources (including contributions)2017-12-31$14,910,853
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,679,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,055,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,875,486
Value of total assets at end of year2017-12-31$64,173,368
Value of total assets at beginning of year2017-12-31$55,950,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$624,405
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,281,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$549,405
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Liabilities. Value of operating payables at end of year2017-12-31$56,061
Liabilities. Value of operating payables at beginning of year2017-12-31$64,123
Total non interest bearing cash at end of year2017-12-31$1,188,332
Total non interest bearing cash at beginning of year2017-12-31$575,751
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$8,231,002
Value of net assets at end of year (total assets less liabilities)2017-12-31$64,117,307
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$55,886,305
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
Investment advisory and management fees2017-12-31$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$62,434,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$54,719,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$28,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$27,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$7,875,486
Employer contributions (assets) at end of year2017-12-31$521,792
Employer contributions (assets) at beginning of year2017-12-31$628,085
Income. Dividends from common stock2017-12-31$1,281,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,055,446
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,430,868
Total unrealized appreciation/depreciation of assets2016-12-31$2,430,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$64,123
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$55,429
Total income from all sources (including contributions)2016-12-31$11,195,956
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,776,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,063,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,555,082
Value of total assets at end of year2016-12-31$55,950,428
Value of total assets at beginning of year2016-12-31$52,522,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$713,128
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,210,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$638,128
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Liabilities. Value of operating payables at end of year2016-12-31$64,123
Liabilities. Value of operating payables at beginning of year2016-12-31$55,429
Total non interest bearing cash at end of year2016-12-31$575,751
Total non interest bearing cash at beginning of year2016-12-31$182,775
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$3,419,333
Value of net assets at end of year (total assets less liabilities)2016-12-31$55,886,305
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$52,466,972
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
Investment advisory and management fees2016-12-31$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$54,719,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$51,690,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$27,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$25,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$7,555,082
Employer contributions (assets) at end of year2016-12-31$628,085
Employer contributions (assets) at beginning of year2016-12-31$624,126
Income. Dividends from common stock2016-12-31$1,210,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,063,495
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,386,806
Total unrealized appreciation/depreciation of assets2015-12-31$-1,386,806
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$55,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$68,602
Total income from all sources (including contributions)2015-12-31$7,125,604
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,075,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,369,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,413,441
Value of total assets at end of year2015-12-31$52,522,401
Value of total assets at beginning of year2015-12-31$53,485,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$705,866
Total interest from all sources2015-12-31$81
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,098,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$630,866
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Liabilities. Value of operating payables at end of year2015-12-31$55,429
Liabilities. Value of operating payables at beginning of year2015-12-31$68,602
Total non interest bearing cash at end of year2015-12-31$182,775
Total non interest bearing cash at beginning of year2015-12-31$932,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-950,072
Value of net assets at end of year (total assets less liabilities)2015-12-31$52,466,972
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$53,417,044
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$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$51,690,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$51,904,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$81
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$25,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$24,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$7,413,441
Employer contributions (assets) at end of year2015-12-31$624,126
Employer contributions (assets) at beginning of year2015-12-31$623,776
Income. Dividends from common stock2015-12-31$1,098,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,369,810
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,709,091
Total unrealized appreciation/depreciation of assets2014-12-31$1,709,091
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$68,602
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$56,747
Total income from all sources (including contributions)2014-12-31$10,146,797
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,250,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,678,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,298,292
Value of total assets at end of year2014-12-31$53,485,646
Value of total assets at beginning of year2014-12-31$47,577,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$572,232
Total interest from all sources2014-12-31$62
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,122,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$497,232
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Liabilities. Value of operating payables at end of year2014-12-31$68,602
Liabilities. Value of operating payables at beginning of year2014-12-31$56,747
Total non interest bearing cash at end of year2014-12-31$932,815
Total non interest bearing cash at beginning of year2014-12-31$102,786
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$5,896,224
Value of net assets at end of year (total assets less liabilities)2014-12-31$53,417,044
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$47,520,820
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$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$51,904,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$46,868,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$62
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$24,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$23,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$16,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$7,298,292
Employer contributions (assets) at end of year2014-12-31$623,776
Employer contributions (assets) at beginning of year2014-12-31$583,117
Income. Dividends from common stock2014-12-31$1,122,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,678,341
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,484,226
Total unrealized appreciation/depreciation of assets2013-12-31$4,484,226
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$56,747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$58,126
Total income from all sources (including contributions)2013-12-31$12,991,469
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,502,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,945,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,077,888
Value of total assets at end of year2013-12-31$47,577,567
Value of total assets at beginning of year2013-12-31$42,090,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$557,046
Total interest from all sources2013-12-31$40
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$924,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$482,046
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
Liabilities. Value of operating payables at end of year2013-12-31$56,747
Liabilities. Value of operating payables at beginning of year2013-12-31$58,126
Total non interest bearing cash at end of year2013-12-31$102,786
Total non interest bearing cash at beginning of year2013-12-31$949,678
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$5,488,624
Value of net assets at end of year (total assets less liabilities)2013-12-31$47,520,820
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$42,032,196
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$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$46,868,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$40,511,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$40
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$23,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$23,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$504,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$7,077,888
Employer contributions (assets) at end of year2013-12-31$583,117
Employer contributions (assets) at beginning of year2013-12-31$605,590
Income. Dividends from common stock2013-12-31$924,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,945,799
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
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,024,880
Total unrealized appreciation/depreciation of assets2012-12-31$3,024,880
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$58,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$33,227
Total income from all sources (including contributions)2012-12-31$10,102,200
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,839,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,237,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,006,513
Value of total assets at end of year2012-12-31$42,090,322
Value of total assets at beginning of year2012-12-31$35,802,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$601,555
Total interest from all sources2012-12-31$49
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$959,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$526,555
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Liabilities. Value of operating payables at end of year2012-12-31$58,126
Liabilities. Value of operating payables at beginning of year2012-12-31$33,227
Total non interest bearing cash at end of year2012-12-31$949,678
Total non interest bearing cash at beginning of year2012-12-31$773,541
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$6,262,907
Value of net assets at end of year (total assets less liabilities)2012-12-31$42,032,196
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$35,769,289
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
Investment advisory and management fees2012-12-31$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$40,511,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$34,626,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$23,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$22,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$111,230
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$6,006,513
Employer contributions (assets) at end of year2012-12-31$605,590
Employer contributions (assets) at beginning of year2012-12-31$380,076
Income. Dividends from common stock2012-12-31$959,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,237,738
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 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$33,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$47,714
Total income from all sources (including contributions)2011-12-31$4,598,860
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,694,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,236,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,633,412
Value of total assets at end of year2011-12-31$35,802,516
Value of total assets at beginning of year2011-12-31$34,912,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$457,568
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$380,008
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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
Liabilities. Value of operating payables at end of year2011-12-31$33,227
Liabilities. Value of operating payables at beginning of year2011-12-31$47,714
Total non interest bearing cash at end of year2011-12-31$773,541
Total non interest bearing cash at beginning of year2011-12-31$866,694
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$904,851
Value of net assets at end of year (total assets less liabilities)2011-12-31$35,769,289
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,864,438
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
Investment advisory and management fees2011-12-31$77,560
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$34,626,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$33,659,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$22,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$19,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-34,552
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$4,633,412
Employer contributions (assets) at end of year2011-12-31$380,076
Employer contributions (assets) at beginning of year2011-12-31$366,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,236,441
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 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$47,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$42,846
Total income from all sources (including contributions)2010-12-31$8,528,155
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,143,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,704,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,648,886
Value of total assets at end of year2010-12-31$34,912,152
Value of total assets at beginning of year2010-12-31$29,522,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$439,161
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$121,344
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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
Administrative expenses (other) incurred2010-12-31$80,127
Liabilities. Value of operating payables at end of year2010-12-31$47,714
Liabilities. Value of operating payables at beginning of year2010-12-31$42,846
Total non interest bearing cash at end of year2010-12-31$866,694
Total non interest bearing cash at beginning of year2010-12-31$257,529
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$5,384,293
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,864,438
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$29,480,145
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
Investment advisory and management fees2010-12-31$80,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$33,659,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$28,813,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$19,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$18,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,879,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$4,648,886
Employer contributions (assets) at end of year2010-12-31$366,204
Employer contributions (assets) at beginning of year2010-12-31$432,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,704,701
Contract administrator fees2010-12-31$157,132
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 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 RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA

2020: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF JUNIOR ACHIEVEMENT USA 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6689
Policy instance 1
Insurance contract or identification number6689
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6689
Policy instance 1
Insurance contract or identification number6689
Number of Individuals Covered12
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6689
Policy instance 1
Insurance contract or identification number6689
Number of Individuals Covered14
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6689
Policy instance 1
Insurance contract or identification number6689
Number of Individuals Covered15
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
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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