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EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 401k Plan overview

Plan NameEMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC.
Plan identification number 001

EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

J.E. SAWYER & CO. INC. has sponsored the creation of one or more 401k plans.

Company Name:J.E. SAWYER & CO. INC.
Employer identification number (EIN):141037180
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01FRED J. TWISS FRED J. TWISS2016-10-12
0012015-01-01FRED J. TWISS FRED J. TWISS2016-10-12
0012014-01-01FRED J. TWISS FRED J. TWISS2015-10-12
0012013-01-01FRED J. TWISS
0012012-01-01FRED J. TWISS
0012011-01-01FRED J. TWISS
0012010-01-01FRED J. TWISS
0012009-01-01FRED J. TWISS

Financial Data on EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC.

Measure Date Value
2016 : EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 2016 401k financial data
Total income from all sources2016-08-31$457,096
Expenses. Total of all expenses incurred2016-08-31$890,571
Benefits paid (including direct rollovers)2016-08-31$890,475
Total plan assets at end of year2016-08-31$0
Total plan assets at beginning of year2016-08-31$433,475
Value of fidelity bond covering the plan2016-08-31$250,000
Expenses. Other expenses not covered elsewhere2016-08-31$96
Other income received2016-08-31$767
Net income (gross income less expenses)2016-08-31$-433,475
Net plan assets at end of year (total assets less liabilities)2016-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$433,475
Total contributions received or receivable from employer(s)2016-08-31$456,329
2015 : EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 2015 401k financial data
Total income from all sources2015-12-31$84,735
Expenses. Total of all expenses incurred2015-12-31$74,491
Benefits paid (including direct rollovers)2015-12-31$74,491
Total plan assets at end of year2015-12-31$433,475
Total plan assets at beginning of year2015-12-31$423,231
Value of fidelity bond covering the plan2015-12-31$250,000
Other income received2015-12-31$2,627
Net income (gross income less expenses)2015-12-31$10,244
Net plan assets at end of year (total assets less liabilities)2015-12-31$433,475
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$423,231
Total contributions received or receivable from employer(s)2015-12-31$82,108
2014 : EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 2014 401k financial data
Total income from all sources2014-12-31$125,577
Expenses. Total of all expenses incurred2014-12-31$173,295
Benefits paid (including direct rollovers)2014-12-31$173,295
Total plan assets at end of year2014-12-31$423,231
Total plan assets at beginning of year2014-12-31$470,949
Value of fidelity bond covering the plan2014-12-31$250,000
Other income received2014-12-31$36,965
Net income (gross income less expenses)2014-12-31$-47,718
Net plan assets at end of year (total assets less liabilities)2014-12-31$423,231
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$470,949
Total contributions received or receivable from employer(s)2014-12-31$88,612
2013 : EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 2013 401k financial data
Total income from all sources2013-12-31$158,057
Expenses. Total of all expenses incurred2013-12-31$120,333
Benefits paid (including direct rollovers)2013-12-31$120,333
Total plan assets at end of year2013-12-31$470,949
Total plan assets at beginning of year2013-12-31$433,225
Value of fidelity bond covering the plan2013-12-31$250,000
Other income received2013-12-31$71,249
Net income (gross income less expenses)2013-12-31$37,724
Net plan assets at end of year (total assets less liabilities)2013-12-31$470,949
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$433,225
Total contributions received or receivable from employer(s)2013-12-31$86,808
2012 : EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 2012 401k financial data
Total income from all sources2012-12-31$122,424
Expenses. Total of all expenses incurred2012-12-31$72,644
Benefits paid (including direct rollovers)2012-12-31$72,644
Total plan assets at end of year2012-12-31$433,225
Total plan assets at beginning of year2012-12-31$383,445
Value of fidelity bond covering the plan2012-12-31$250,000
Other income received2012-12-31$45,152
Net income (gross income less expenses)2012-12-31$49,780
Net plan assets at end of year (total assets less liabilities)2012-12-31$433,225
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$383,445
Total contributions received or receivable from employer(s)2012-12-31$77,272
2011 : EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 2011 401k financial data
Total income from all sources2011-12-31$72,869
Expenses. Total of all expenses incurred2011-12-31$139,343
Benefits paid (including direct rollovers)2011-12-31$139,343
Total plan assets at end of year2011-12-31$383,445
Total plan assets at beginning of year2011-12-31$449,919
Value of fidelity bond covering the plan2011-12-31$250,000
Other income received2011-12-31$-5,494
Net income (gross income less expenses)2011-12-31$-66,474
Net plan assets at end of year (total assets less liabilities)2011-12-31$383,445
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$449,919
Total contributions received or receivable from employer(s)2011-12-31$78,363
2010 : EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 2010 401k financial data
Total income from all sources2010-12-31$116,969
Expenses. Total of all expenses incurred2010-12-31$68,973
Benefits paid (including direct rollovers)2010-12-31$68,973
Total plan assets at end of year2010-12-31$449,919
Total plan assets at beginning of year2010-12-31$401,923
Value of fidelity bond covering the plan2010-12-31$250,000
Other income received2010-12-31$48,630
Net income (gross income less expenses)2010-12-31$47,996
Net plan assets at end of year (total assets less liabilities)2010-12-31$449,919
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$401,923
Total contributions received or receivable from employer(s)2010-12-31$68,339
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 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 EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC.

2016: EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEES' RETIREMENT PLAN OF J. E. SAWYER & CO., INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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