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J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameJ. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

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

Company Name:J.B. VENTURES, INC.
Employer identification number (EIN):200750941
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MAUREEN JONES2023-09-15
0022021-01-01MAUREEN JONES2022-09-07
0022020-01-01MAUREEN JONES2021-10-13
0022019-01-01MAUREEN JONES2020-10-14
0022018-01-01MAUREEN JONES
0022017-01-01MAUREEN JONES
0022016-01-01MAUREEN JONES

Plan Statistics for J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01134
Total number of active participants reported on line 7a of the Form 55002022-01-0178
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01135
Number of participants with account balances2022-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01139
Total number of active participants reported on line 7a of the Form 55002021-01-0186
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01127
Number of participants with account balances2021-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01140
Total number of active participants reported on line 7a of the Form 55002020-01-01102
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01125
Number of participants with account balances2020-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01129
Total number of active participants reported on line 7a of the Form 55002019-01-01105
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01119
Number of participants with account balances2019-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01118
Total number of active participants reported on line 7a of the Form 55002018-01-0195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01104
Number of participants with account balances2018-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0194
Total number of active participants reported on line 7a of the Form 55002017-01-0182
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0189
Number of participants with account balances2017-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0166
Total number of active participants reported on line 7a of the Form 55002016-01-0166
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0166
Number of participants with account balances2016-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$2,130,000
Total unrealized appreciation/depreciation of assets2022-12-31$2,130,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,175,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,650,000
Expenses. Interest paid2022-12-31$266,000
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$266,000
Total income from all sources (including contributions)2022-12-31$2,873,016
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$267,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$743,000
Value of total assets at end of year2022-12-31$19,957,025
Value of total assets at beginning of year2022-12-31$17,826,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Total non interest bearing cash at end of year2022-12-31$2,025
Total non interest bearing cash at beginning of year2022-12-31$1,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$2,605,433
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,782,025
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,176,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$16
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$19,955,000
Assets. Invements in employer securities at beginning of year2022-12-31$17,825,000
Contributions received in cash from employer2022-12-31$743,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,583
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$6,175,000
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$6,650,000
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BEACHFLESICHMAN PLLC
Accountancy firm EIN2022-12-31860683059
2021 : J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,530,000
Total unrealized appreciation/depreciation of assets2021-12-31$-1,530,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,650,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,125,000
Expenses. Interest paid2021-12-31$285,000
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$285,000
Total income from all sources (including contributions)2021-12-31$-769,998
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$285,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$760,000
Value of total assets at end of year2021-12-31$17,826,592
Value of total assets at beginning of year2021-12-31$19,356,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Total non interest bearing cash at end of year2021-12-31$1,592
Total non interest bearing cash at beginning of year2021-12-31$1,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,054,998
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,176,592
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,231,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$17,825,000
Assets. Invements in employer securities at beginning of year2021-12-31$19,355,000
Contributions received in cash from employer2021-12-31$760,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$6,650,000
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$7,125,000
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BEACHFLESICHMAN PLLC
Accountancy firm EIN2021-12-31860683059
2020 : J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$6,600,001
Total unrealized appreciation/depreciation of assets2020-12-31$6,600,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,125,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,600,000
Expenses. Interest paid2020-12-31$304,000
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$304,000
Total income from all sources (including contributions)2020-12-31$7,385,001
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$309,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$785,000
Value of total assets at end of year2020-12-31$19,356,590
Value of total assets at beginning of year2020-12-31$12,756,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Administrative expenses (other) incurred2020-12-31$35
Total non interest bearing cash at end of year2020-12-31$1,590
Total non interest bearing cash at beginning of year2020-12-31$1,031
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$7,075,559
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,231,590
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,156,031
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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
Assets. Invements in employer securities at end of year2020-12-31$19,355,000
Assets. Invements in employer securities at beginning of year2020-12-31$12,755,000
Contributions received in cash from employer2020-12-31$785,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,407
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$7,125,000
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$7,600,000
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BEACHFLEISCHMAN PC
Accountancy firm EIN2020-12-31860683059
2019 : J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,875,000
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,875,000
Total unrealized appreciation/depreciation of assets2019-12-31$6,875,000
Total unrealized appreciation/depreciation of assets2019-12-31$6,875,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,600,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,600,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,075,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,075,000
Expenses. Interest paid2019-12-31$323,000
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$323,000
Expenses. Interest paid2019-12-31$323,000
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$323,000
Total income from all sources (including contributions)2019-12-31$7,683,000
Total income from all sources (including contributions)2019-12-31$7,683,000
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$332,392
Total of all expenses incurred2019-12-31$332,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$808,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$808,000
Value of total assets at end of year2019-12-31$12,756,031
Value of total assets at end of year2019-12-31$12,756,031
Value of total assets at beginning of year2019-12-31$5,880,423
Value of total assets at beginning of year2019-12-31$5,880,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
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$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Total non interest bearing cash at end of year2019-12-31$1,031
Total non interest bearing cash at end of year2019-12-31$1,031
Total non interest bearing cash at beginning of year2019-12-31$423
Total non interest bearing cash at beginning of year2019-12-31$423
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$7,350,608
Value of net income/loss2019-12-31$7,350,608
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,156,031
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,156,031
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$-2,194,577
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$-2,194,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Assets. Invements in employer securities at end of year2019-12-31$12,755,000
Assets. Invements in employer securities at end of year2019-12-31$12,755,000
Assets. Invements in employer securities at beginning of year2019-12-31$5,880,000
Assets. Invements in employer securities at beginning of year2019-12-31$5,880,000
Contributions received in cash from employer2019-12-31$808,000
Contributions received in cash from employer2019-12-31$808,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,392
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
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$7,600,000
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$7,600,000
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$8,075,000
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$8,075,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BEACHFLEISCHMAN PC
Accountancy firm name2019-12-31BEACHFLEISCHMAN PC
Accountancy firm EIN2019-12-31860683059
Accountancy firm EIN2019-12-31860683059
2018 : J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$8,075,000
Total plan liabilities at beginning of year2018-12-31$8,550,000
Total income from all sources2018-12-31$2,940,000
Expenses. Total of all expenses incurred2018-12-31$344,577
Benefits paid (including direct rollovers)2018-12-31$2,532
Total plan assets at end of year2018-12-31$5,880,423
Total plan assets at beginning of year2018-12-31$3,760,000
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$342,045
Other income received2018-12-31$2,120,000
Net income (gross income less expenses)2018-12-31$2,595,423
Net plan assets at end of year (total assets less liabilities)2018-12-31$-2,194,577
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$-4,790,000
Assets. Value of employer securities2018-12-31$5,880,000
Total contributions received or receivable from employer(s)2018-12-31$820,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$8,550,000
Total plan liabilities at beginning of year2017-12-31$9,691,562
Total income from all sources2017-12-31$2,757,348
Expenses. Total of all expenses incurred2017-12-31$372,348
Total plan assets at end of year2017-12-31$3,760,000
Total plan assets at beginning of year2017-12-31$2,516,562
Value of fidelity bond covering the plan2017-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$372,348
Other income received2017-12-31$1,910,000
Net income (gross income less expenses)2017-12-31$2,385,000
Net plan assets at end of year (total assets less liabilities)2017-12-31$-4,790,000
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$-7,175,000
Assets. Value of employer securities2017-12-31$3,760,000
Total contributions received or receivable from employer(s)2017-12-31$847,348
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$9,691,562
Total income from all sources2016-12-31$-6,983,438
Expenses. Total of all expenses incurred2016-12-31$191,562
Total plan assets at end of year2016-12-31$2,516,562
Value of fidelity bond covering the plan2016-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$191,562
Other income received2016-12-31$-7,650,000
Net income (gross income less expenses)2016-12-31$-7,175,000
Net plan assets at end of year (total assets less liabilities)2016-12-31$-7,175,000
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Assets. Value of employer securities2016-12-31$1,850,000
Total contributions received or receivable from employer(s)2016-12-31$666,562
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN

2022: J. B. STEEL EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: J. B. STEEL EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J. B. STEEL EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J. B. STEEL EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J. B. STEEL EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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