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CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST
Plan identification number 001

CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST Benefits

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

JAMCO VENTURES, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:JAMCO VENTURES, L.L.C.
Employer identification number (EIN):201931167
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01JOE MUNIZ JOE MUNIZ2014-07-31
0012012-01-01JOE MUNIZ JOE MUNIZ2013-10-14
0012011-01-01JOE A. MUNIZ2012-08-23
0012010-01-01JOE MUNIZ JOE MUNIZ2011-10-17
0012009-01-01BRITTANY HILBIG BRITTANY HILBIG2011-07-25

Financial Data on CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Measure Date Value
2013 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$28
Expenses. Total of all expenses incurred2013-12-31$15,920
Benefits paid (including direct rollovers)2013-12-31$15,920
Total plan assets at end of year2013-12-31$0
Total plan assets at beginning of year2013-12-31$15,892
Value of fidelity bond covering the plan2013-12-31$265,000
Other income received2013-12-31$28
Net income (gross income less expenses)2013-12-31$-15,892
Net plan assets at end of year (total assets less liabilities)2013-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$15,892
2012 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$173,073
Expenses. Total of all expenses incurred2012-12-31$547,142
Benefits paid (including direct rollovers)2012-12-31$546,482
Total plan assets at end of year2012-12-31$15,892
Total plan assets at beginning of year2012-12-31$389,961
Value of fidelity bond covering the plan2012-12-31$265,000
Total contributions received or receivable from participants2012-12-31$72,620
Expenses. Other expenses not covered elsewhere2012-12-31$660
Other income received2012-12-31$48,722
Net income (gross income less expenses)2012-12-31$-374,069
Net plan assets at end of year (total assets less liabilities)2012-12-31$15,892
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$389,961
Total contributions received or receivable from employer(s)2012-12-31$51,731
2011 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$106,304
Expenses. Total of all expenses incurred2011-12-31$40,994
Benefits paid (including direct rollovers)2011-12-31$40,994
Total plan assets at end of year2011-12-31$389,961
Total plan assets at beginning of year2011-12-31$324,651
Value of fidelity bond covering the plan2011-12-31$265,000
Total contributions received or receivable from participants2011-12-31$72,922
Other income received2011-12-31$-23,507
Net income (gross income less expenses)2011-12-31$65,310
Net plan assets at end of year (total assets less liabilities)2011-12-31$389,961
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$324,651
Total contributions received or receivable from employer(s)2011-12-31$56,889
2010 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$236,137
Expenses. Total of all expenses incurred2010-12-31$40,858
Benefits paid (including direct rollovers)2010-12-31$40,858
Total plan assets at end of year2010-12-31$324,651
Total plan assets at beginning of year2010-12-31$129,372
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$80,487
Contributions received from other sources (not participants or employers)2010-12-31$43,826
Other income received2010-12-31$29,946
Net income (gross income less expenses)2010-12-31$195,279
Net plan assets at end of year (total assets less liabilities)2010-12-31$324,651
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$129,372
Total contributions received or receivable from employer(s)2010-12-31$81,878

Form 5500 Responses for CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

2013: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 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 filingYes
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: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 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
2010: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 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: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941145-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941145-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941145-01
Policy instance 1

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