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J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameJ & B INSTALLATIONS, INC. PROFIT SHARING PLAN
Plan identification number 001

J & B INSTALLATIONS, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

J & B INSTALLATIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:J & B INSTALLATIONS, INC.
Employer identification number (EIN):161160437
NAIC Classification:238900

Additional information about J & B INSTALLATIONS, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1981-04-10
Company Identification Number: 692090
Legal Registered Office Address: 732 VISIONS DRIVE / PO BOX 188
Onondaga
SKANEATELES FALLS
United States of America (USA)
131530188

More information about J & B INSTALLATIONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & B INSTALLATIONS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01ROBERT PARKER2022-07-06 ROBERT PARKER2022-07-06
0012020-01-01
0012019-01-01
0012018-04-01ROBERT PARKER ROBERT PARKER2019-02-20
0012017-04-01ROBERT PARKER ROBERT PARKER2018-08-28
0012016-04-01ROBERT PARKER ROBERT PARKER2017-05-26
0012015-04-01ROBERT PARKER ROBERT PARKER2016-09-20
0012014-04-01ROBERT PARKER ROBERT PARKER2015-10-22
0012013-04-01ROBERT PARKER ROBERT PARKER2014-08-05
0012012-04-01ROBERT PARKER ROBERT PARKER2013-10-23
0012011-04-01ROBERT PARKER2012-08-23 ROBERT PARKER2012-08-23
0012010-04-01ROBERT PARKER2011-09-06 ROBERT PARKER2011-09-06

Plan Statistics for J & B INSTALLATIONS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for J & B INSTALLATIONS, INC. PROFIT SHARING PLAN

Measure Date Value
2022: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01105
Total number of active participants reported on line 7a of the Form 55002022-01-0172
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0126
Total of all active and inactive participants2022-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01101
Number of participants with account balances2022-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01106
Total number of active participants reported on line 7a of the Form 55002021-01-0180
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01105
Number of participants with account balances2021-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01106
Total number of active participants reported on line 7a of the Form 55002020-01-0188
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01107
Number of participants with account balances2020-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0184
Total number of active participants reported on line 7a of the Form 55002019-01-0185
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01106
Number of participants with account balances2019-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01107
Total number of active participants reported on line 7a of the Form 55002018-04-0171
Number of retired or separated participants receiving benefits2018-04-014
Number of other retired or separated participants entitled to future benefits2018-04-019
Total of all active and inactive participants2018-04-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-0184
Number of participants with account balances2018-04-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-012
2017: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01110
Total number of active participants reported on line 7a of the Form 55002017-04-0176
Number of retired or separated participants receiving benefits2017-04-016
Number of other retired or separated participants entitled to future benefits2017-04-0125
Total of all active and inactive participants2017-04-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01107
Number of participants with account balances2017-04-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01105
Total number of active participants reported on line 7a of the Form 55002016-04-0188
Number of retired or separated participants receiving benefits2016-04-015
Number of other retired or separated participants entitled to future benefits2016-04-0117
Total of all active and inactive participants2016-04-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-011
Total participants2016-04-01111
Number of participants with account balances2016-04-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-015
2015: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01113
Total number of active participants reported on line 7a of the Form 55002015-04-0184
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-0121
Total of all active and inactive participants2015-04-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01105
Number of participants with account balances2015-04-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-013
2014: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01115
Total number of active participants reported on line 7a of the Form 55002014-04-0174
Number of retired or separated participants receiving benefits2014-04-0111
Number of other retired or separated participants entitled to future benefits2014-04-0126
Total of all active and inactive participants2014-04-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01111
Number of participants with account balances2014-04-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-012
2013: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01108
Total number of active participants reported on line 7a of the Form 55002013-04-0181
Number of retired or separated participants receiving benefits2013-04-016
Number of other retired or separated participants entitled to future benefits2013-04-0128
Total of all active and inactive participants2013-04-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01115
Number of participants with account balances2013-04-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-013
2012: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-0190
Total number of active participants reported on line 7a of the Form 55002012-04-0181
Number of retired or separated participants receiving benefits2012-04-016
Number of other retired or separated participants entitled to future benefits2012-04-0121
Total of all active and inactive participants2012-04-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01108
Number of participants with account balances2012-04-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-012

Financial Data on J & B INSTALLATIONS, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-213,412
Expenses. Total of all expenses incurred2022-12-31$790,195
Benefits paid (including direct rollovers)2022-12-31$745,653
Total plan assets at end of year2022-12-31$4,940,726
Total plan assets at beginning of year2022-12-31$5,944,333
Value of fidelity bond covering the plan2022-12-31$65,000
Total contributions received or receivable from participants2022-12-31$242,744
Other income received2022-12-31$-573,195
Net income (gross income less expenses)2022-12-31$-1,003,607
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,940,726
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,944,333
Assets. Value of participant loans2022-12-31$180,939
Total contributions received or receivable from employer(s)2022-12-31$117,039
Value of certain deemed distributions of participant loans2022-12-31$14,713
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$29,829
2021 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,078,694
Expenses. Total of all expenses incurred2021-12-31$158,754
Benefits paid (including direct rollovers)2021-12-31$126,047
Total plan assets at end of year2021-12-31$5,944,333
Total plan assets at beginning of year2021-12-31$5,024,393
Value of fidelity bond covering the plan2021-12-31$65,000
Total contributions received or receivable from participants2021-12-31$170,228
Other income received2021-12-31$714,512
Net income (gross income less expenses)2021-12-31$919,940
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,944,333
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,024,393
Assets. Value of participant loans2021-12-31$158,181
Total contributions received or receivable from employer(s)2021-12-31$193,954
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$32,707
2020 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$877,244
Expenses. Total of all expenses incurred2020-12-31$66,560
Benefits paid (including direct rollovers)2020-12-31$38,179
Total plan assets at end of year2020-12-31$5,024,393
Total plan assets at beginning of year2020-12-31$4,213,709
Value of fidelity bond covering the plan2020-12-31$65,000
Total contributions received or receivable from participants2020-12-31$187,464
Other income received2020-12-31$444,658
Net income (gross income less expenses)2020-12-31$810,684
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,024,393
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,213,709
Assets. Value of participant loans2020-12-31$207,298
Total contributions received or receivable from employer(s)2020-12-31$245,122
Value of certain deemed distributions of participant loans2020-12-31$1,370
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$27,011
2019 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$896,548
Expenses. Total of all expenses incurred2019-12-31$52,563
Benefits paid (including direct rollovers)2019-12-31$27,204
Total plan assets at end of year2019-12-31$4,213,709
Total plan assets at beginning of year2019-12-31$3,369,724
Value of fidelity bond covering the plan2019-12-31$65,000
Total contributions received or receivable from participants2019-12-31$171,626
Other income received2019-12-31$506,547
Net income (gross income less expenses)2019-12-31$843,985
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,213,709
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,369,724
Assets. Value of participant loans2019-12-31$187,947
Total contributions received or receivable from employer(s)2019-12-31$218,375
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$25,359
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$153,811
Expenses. Total of all expenses incurred2018-12-31$151,492
Benefits paid (including direct rollovers)2018-12-31$128,926
Total plan assets at end of year2018-12-31$3,369,724
Total plan assets at beginning of year2018-12-31$3,367,405
Value of fidelity bond covering the plan2018-12-31$65,000
Total contributions received or receivable from participants2018-12-31$118,530
Other income received2018-12-31$-135,181
Net income (gross income less expenses)2018-12-31$2,319
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,369,724
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,367,405
Assets. Value of participant loans2018-12-31$177,180
Total contributions received or receivable from employer(s)2018-12-31$170,462
Value of corrective distributions2018-12-31$4,901
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$17,665
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Total income from all sources2018-03-31$546,528
Expenses. Total of all expenses incurred2018-03-31$64,196
Benefits paid (including direct rollovers)2018-03-31$42,930
Total plan assets at end of year2018-03-31$3,367,405
Total plan assets at beginning of year2018-03-31$2,885,073
Value of fidelity bond covering the plan2018-03-31$65,000
Total contributions received or receivable from participants2018-03-31$145,702
Other income received2018-03-31$193,483
Net income (gross income less expenses)2018-03-31$482,332
Net plan assets at end of year (total assets less liabilities)2018-03-31$3,367,405
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$2,885,073
Assets. Value of participant loans2018-03-31$126,511
Total contributions received or receivable from employer(s)2018-03-31$207,343
Value of certain deemed distributions of participant loans2018-03-31$21,266
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
2017 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-03-31$484,004
Expenses. Total of all expenses incurred2017-03-31$225,787
Benefits paid (including direct rollovers)2017-03-31$207,464
Total plan assets at end of year2017-03-31$2,885,073
Total plan assets at beginning of year2017-03-31$2,626,856
Value of fidelity bond covering the plan2017-03-31$65,000
Total contributions received or receivable from participants2017-03-31$144,119
Other income received2017-03-31$227,243
Net income (gross income less expenses)2017-03-31$258,217
Net plan assets at end of year (total assets less liabilities)2017-03-31$2,885,073
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$2,626,856
Assets. Value of participant loans2017-03-31$114,150
Total contributions received or receivable from employer(s)2017-03-31$112,642
Value of certain deemed distributions of participant loans2017-03-31$18,323
2016 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-03-31$324,155
Expenses. Total of all expenses incurred2016-03-31$51,547
Benefits paid (including direct rollovers)2016-03-31$35,041
Total plan assets at end of year2016-03-31$2,626,856
Total plan assets at beginning of year2016-03-31$2,354,248
Value of fidelity bond covering the plan2016-03-31$65,000
Total contributions received or receivable from participants2016-03-31$128,778
Other income received2016-03-31$-4,162
Net income (gross income less expenses)2016-03-31$272,608
Net plan assets at end of year (total assets less liabilities)2016-03-31$2,626,856
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$2,354,248
Assets. Value of participant loans2016-03-31$103,896
Total contributions received or receivable from employer(s)2016-03-31$199,539
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$16,506
2015 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-03-31$383,882
Expenses. Total of all expenses incurred2015-03-31$77,762
Benefits paid (including direct rollovers)2015-03-31$58,851
Total plan assets at end of year2015-03-31$2,354,248
Total plan assets at beginning of year2015-03-31$2,048,128
Value of fidelity bond covering the plan2015-03-31$65,000
Total contributions received or receivable from participants2015-03-31$91,402
Other income received2015-03-31$97,437
Net income (gross income less expenses)2015-03-31$306,120
Net plan assets at end of year (total assets less liabilities)2015-03-31$2,354,248
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$2,048,128
Assets. Value of participant loans2015-03-31$119,909
Total contributions received or receivable from employer(s)2015-03-31$195,043
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$18,911
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
2014 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-03-31$376,990
Expenses. Total of all expenses incurred2014-03-31$173,532
Benefits paid (including direct rollovers)2014-03-31$156,485
Total plan assets at end of year2014-03-31$2,048,128
Total plan assets at beginning of year2014-03-31$1,844,670
Total contributions received or receivable from participants2014-03-31$86,954
Other income received2014-03-31$199,609
Net income (gross income less expenses)2014-03-31$203,458
Net plan assets at end of year (total assets less liabilities)2014-03-31$2,048,128
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$1,844,670
Assets. Value of participant loans2014-03-31$83,960
Total contributions received or receivable from employer(s)2014-03-31$90,427
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$17,047
2013 : J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-03-31$270,071
Expenses. Total of all expenses incurred2013-03-31$123,126
Benefits paid (including direct rollovers)2013-03-31$106,454
Total plan assets at end of year2013-03-31$1,844,670
Total plan assets at beginning of year2013-03-31$1,697,725
Total contributions received or receivable from participants2013-03-31$70,529
Other income received2013-03-31$117,532
Net income (gross income less expenses)2013-03-31$146,945
Net plan assets at end of year (total assets less liabilities)2013-03-31$1,844,670
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$1,697,725
Assets. Value of participant loans2013-03-31$85,132
Total contributions received or receivable from employer(s)2013-03-31$82,010
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$16,672

Form 5500 Responses for J & B INSTALLATIONS, INC. PROFIT SHARING PLAN

2022: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 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: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 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: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: J & B INSTALLATIONS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648260
Policy instance 1
Insurance contract or identification number648260
Number of Individuals Covered90
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $9,508
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
Commission paid to Insurance BrokerUSD $3,803
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648260
Policy instance 1
Insurance contract or identification number648260
Number of Individuals Covered92
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,890
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
Commission paid to Insurance BrokerUSD $3,957
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648260
Policy instance 1
Insurance contract or identification number648260
Number of Individuals Covered97
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,921
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,568
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648260
Policy instance 1
Insurance contract or identification number648260
Number of Individuals Covered90
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,654
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,062
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648260
Policy instance 1
Insurance contract or identification number648260
Number of Individuals Covered71
Insurance policy start date2018-04-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,112
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,845
Insurance broker organization code?3
Insurance broker nameJOSEPH DIMORA, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648260
Policy instance 1
Insurance contract or identification number648260
Number of Individuals Covered97
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $6,500
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
Commission paid to Insurance BrokerUSD $2,600
Insurance broker organization code?3
Insurance broker nameJOSEPH DIMORA, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648260
Policy instance 1
Insurance contract or identification number648260
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $5,023
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $2,037
Insurance broker organization code?3
Insurance broker nameJOSEPH DIMORA, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648260
Policy instance 1
Insurance contract or identification number648260
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $4,190
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $908
Insurance broker organization code?3
Insurance broker nameALEXANDER P. HENN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648260
Policy instance 1
Insurance contract or identification number648260
Number of Individuals Covered105
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $3,952
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $1,976
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJOESPH A. DIMORA, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648260
Policy instance 1
Insurance contract or identification number648260
Number of Individuals Covered90
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $3,600
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $1,800
Insurance broker organization code?3
Insurance broker nameJOESPH A. DIMORA, CLU

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