401k Plan data: SAN JOSE DISTRIBUTION SERVICES 401K PLAN plan

SAN JOSE DISTRIBUTION SERVICES 401K PLAN 401k Plan overview

Plan Name	SAN JOSE DISTRIBUTION SERVICES 401K PLAN
Plan identification number	001

SAN JOSE DISTRIBUTION SERVICES 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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

SAN JOSE DISTRIBUTION SERVICES has sponsored the creation of one or more 401k plans.

Company Name: SAN JOSE DISTRIBUTION SERVICES

Employer identification number (EIN): 203744112

NAIC Classification: 493100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN JOSE DISTRIBUTION SERVICES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 GARY MINARDI 2023-09-05 GARY MINARDI 2023-09-05
001 2021-01-01 GARY MINARDI 2022-07-22 GARY MINARDI 2022-07-22
001 2020-01-01 GARY MINARDI 2021-07-19 GARY MINARDI 2021-07-19
001 2019-01-01 GARY MINARDI 2020-09-11
001 2018-01-01 GARY MINARDI 2019-07-17 GARY MINARDI 2019-07-17
001 2017-01-01 GARY MINARDI 2018-07-25 GARY MINARDI 2018-07-25
001 2016-01-01 GARY MINARDI 2017-07-19 GARY MINARDI 2017-07-19
001 2015-01-01 GARY MINARDI GARY MINARDI 2016-07-18
001 2014-01-01 GARY MINARDI GARY MINARDI 2015-07-29
001 2013-01-01 GARY MINARDI GARY MINARDI 2014-07-31
001 2012-01-01 GARY MINARDI 2013-07-24
001 2011-01-01 GARY MINARDI 2012-07-16
001 2010-01-01 GARY MINARDI 2011-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	GARY MINARDI	2023-09-05	GARY MINARDI	2023-09-05
001	2021-01-01	GARY MINARDI	2022-07-22	GARY MINARDI	2022-07-22
001	2020-01-01	GARY MINARDI	2021-07-19	GARY MINARDI	2021-07-19
001	2019-01-01	GARY MINARDI	2020-09-11
001	2018-01-01	GARY MINARDI	2019-07-17	GARY MINARDI	2019-07-17
001	2017-01-01	GARY MINARDI	2018-07-25	GARY MINARDI	2018-07-25
001	2016-01-01	GARY MINARDI	2017-07-19	GARY MINARDI	2017-07-19
001	2015-01-01	GARY MINARDI		GARY MINARDI	2016-07-18
001	2014-01-01	GARY MINARDI		GARY MINARDI	2015-07-29
001	2013-01-01	GARY MINARDI		GARY MINARDI	2014-07-31
001	2012-01-01	GARY MINARDI	2013-07-24
001	2011-01-01	GARY MINARDI	2012-07-16
001	2010-01-01	GARY MINARDI	2011-07-29

Plan Statistics for SAN JOSE DISTRIBUTION SERVICES 401K PLAN

401k plan membership statisitcs for SAN JOSE DISTRIBUTION SERVICES 401K PLAN

Measure Date Value
2015: SAN JOSE DISTRIBUTION SERVICES 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 32
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 43
Number of participants with account balances 2015-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SAN JOSE DISTRIBUTION SERVICES 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 31
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 42
Number of participants with account balances 2014-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SAN JOSE DISTRIBUTION SERVICES 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 31
Number of participants with account balances 2013-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2015: SAN JOSE DISTRIBUTION SERVICES 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	32
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	43
Number of participants with account balances	2015-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SAN JOSE DISTRIBUTION SERVICES 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	31
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	42
Number of participants with account balances	2014-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SAN JOSE DISTRIBUTION SERVICES 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	31
Number of participants with account balances	2013-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on SAN JOSE DISTRIBUTION SERVICES 401K PLAN

Measure	Date	Value
2015 : SAN JOSE DISTRIBUTION SERVICES 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$75,260
Expenses. Total of all expenses incurred	2015-12-31	$12,218
Benefits paid (including direct rollovers)	2015-12-31	$11,868
Total plan assets at end of year	2015-12-31	$1,660,553
Total plan assets at beginning of year	2015-12-31	$1,597,511
Value of fidelity bond covering the plan	2015-12-31	$125,000
Total contributions received or receivable from participants	2015-12-31	$63,067
Other income received	2015-12-31	$12,193
Net income (gross income less expenses)	2015-12-31	$63,042
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,660,553
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,597,511
Assets. Value of participant loans	2015-12-31	$33,905
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$350
2014 : SAN JOSE DISTRIBUTION SERVICES 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$190,101
Expenses. Total of all expenses incurred	2014-12-31	$230,169
Benefits paid (including direct rollovers)	2014-12-31	$229,919
Total plan assets at end of year	2014-12-31	$1,597,511
Total plan assets at beginning of year	2014-12-31	$1,637,579
Value of fidelity bond covering the plan	2014-12-31	$125,000
Total contributions received or receivable from participants	2014-12-31	$74,380
Other income received	2014-12-31	$115,721
Net income (gross income less expenses)	2014-12-31	$-40,068
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,597,511
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,637,579
Assets. Value of participant loans	2014-12-31	$38,949
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$250
2013 : SAN JOSE DISTRIBUTION SERVICES 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$343,377
Expenses. Total of all expenses incurred	2013-12-31	$4,158
Benefits paid (including direct rollovers)	2013-12-31	$3,708
Total plan assets at end of year	2013-12-31	$1,637,579
Total plan assets at beginning of year	2013-12-31	$1,298,360
Value of fidelity bond covering the plan	2013-12-31	$125,000
Total contributions received or receivable from participants	2013-12-31	$80,724
Other income received	2013-12-31	$262,653
Net income (gross income less expenses)	2013-12-31	$339,219
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,637,579
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,298,360
Assets. Value of participant loans	2013-12-31	$66,979
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$450

Form 5500 Responses for SAN JOSE DISTRIBUTION SERVICES 401K PLAN

2015: SAN JOSE DISTRIBUTION SERVICES 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SAN JOSE DISTRIBUTION SERVICES 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAN JOSE DISTRIBUTION SERVICES 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9695

Policy instance

Insurance contract or identification number	ZH9695
Number of Individuals Covered	43
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,205
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $7,205
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9695

Policy instance

Insurance contract or identification number	ZH9695
Number of Individuals Covered	42
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $6,851
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $6,851
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9695

Policy instance

Insurance contract or identification number	ZH9695
Number of Individuals Covered	31
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $13,471
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $13,471
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

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Company Name:	SAN JOSE DISTRIBUTION SERVICES
Employer identification number (EIN):	203744112
NAIC Classification:	493100