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AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameAL & JOHN, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

AL & JOHN, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

AL & JOHN, INC. has sponsored the creation of one or more 401k plans.

Company Name:AL & JOHN, INC.
Employer identification number (EIN):222102742
NAIC Classification:311900
NAIC Description: Other Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AL & JOHN, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MICHAEL LANDECK2023-08-31 MICHAEL LANDECK2023-08-31
0022021-01-01MICHAEL LANDECK2022-08-10 MICHAEL LANDECK2022-08-10
0022020-01-01JENNIFER OLDJA2021-09-17 MICHAEL LANDECK2021-09-17
0022019-01-01JENNIFER OLDJA2020-10-06
0022018-01-01JENNIFER OLDJA2019-08-29
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01ALEXANDER OLDJA ALEXANDER OLDJA2013-10-07
0022011-01-01ALEXANDER OLDJA ALEXANDER OLDJA2012-10-02
0022010-01-01ALEXANDER OLDJA ALEXANDER OLDJA2011-10-11
0022009-01-01ALEXANDER OLDJA ALEXANDER OLDJA2010-10-15
0022009-01-01ALEXANDER OLDJA ALEXANDER OLDJA2010-10-15
0022009-01-01ALEXANDER OLDJA ALEXANDER OLDJA2010-10-15

Plan Statistics for AL & JOHN, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AL & JOHN, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01257
Total number of active participants reported on line 7a of the Form 55002022-01-01227
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01250
Total participants2022-01-01250
Number of participants with account balances2022-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01241
Total number of active participants reported on line 7a of the Form 55002021-01-01212
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01255
Number of participants with account balances2021-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01221
Total number of active participants reported on line 7a of the Form 55002020-01-01213
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01241
Total participants2020-01-01241
Number of participants with account balances2020-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01227
Total number of active participants reported on line 7a of the Form 55002019-01-01194
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01221
Total participants2019-01-01221
Number of participants with account balances2019-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01221
Total number of active participants reported on line 7a of the Form 55002018-01-01206
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01227
Total participants2018-01-01227
Number of participants with account balances2018-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01210
Total number of active participants reported on line 7a of the Form 55002017-01-01195
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01221
Total participants2017-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01183
Total number of active participants reported on line 7a of the Form 55002016-01-01174
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01210
Number of participants with account balances2016-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01173
Total number of active participants reported on line 7a of the Form 55002015-01-01149
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01183
Number of participants with account balances2015-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01150
Total number of active participants reported on line 7a of the Form 55002014-01-01139
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01173
Number of participants with account balances2014-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01170
Total number of active participants reported on line 7a of the Form 55002013-01-01114
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01150
Total participants2013-01-01150
Number of participants with account balances2013-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01173
Total number of active participants reported on line 7a of the Form 55002012-01-01136
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01170
Number of participants with account balances2012-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01184
Total number of active participants reported on line 7a of the Form 55002011-01-01136
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01173
Number of participants with account balances2011-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01195
Total number of active participants reported on line 7a of the Form 55002010-01-01149
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0133
Total of all active and inactive participants2010-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01184
Number of participants with account balances2010-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01201
Total number of active participants reported on line 7a of the Form 55002009-01-01175
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01195
Number of participants with account balances2009-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on AL & JOHN, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-64,641
Total of all expenses incurred2022-12-31$429,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$425,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$598,622
Value of total assets at end of year2022-12-31$9,283,883
Value of total assets at beginning of year2022-12-31$9,778,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,489
Total interest from all sources2022-12-31$13,903
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$153,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$153,795
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$700,000
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
Contributions received from participants2022-12-31$507,695
Participant contributions at end of year2022-12-31$406,879
Participant contributions at beginning of year2022-12-31$406,324
Participant contributions at end of year2022-12-31$105
Participant contributions at beginning of year2022-12-31$103
Other income not declared elsewhere2022-12-31$489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-494,435
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,283,883
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,778,318
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,153,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,587,137
Interest on participant loans2022-12-31$13,903
Value of interest in common/collective trusts at end of year2022-12-31$4,723,809
Value of interest in common/collective trusts at beginning of year2022-12-31$4,784,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-898,727
Net investment gain or loss from common/collective trusts2022-12-31$67,277
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
Contributions received in cash from employer2022-12-31$90,927
Employer contributions (assets) at end of year2022-12-31$26
Employer contributions (assets) at beginning of year2022-12-31$26
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$425,305
Contract administrator fees2022-12-31$4,489
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SAX LLP
Accountancy firm EIN2022-12-31812950760
2021 : AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,232,126
Total of all expenses incurred2021-12-31$431,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$428,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$539,226
Value of total assets at end of year2021-12-31$9,778,318
Value of total assets at beginning of year2021-12-31$8,978,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,050
Total interest from all sources2021-12-31$11,674
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$230,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$230,298
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$700,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$457,120
Participant contributions at end of year2021-12-31$406,324
Participant contributions at beginning of year2021-12-31$242,730
Participant contributions at end of year2021-12-31$103
Participant contributions at beginning of year2021-12-31$92
Other income not declared elsewhere2021-12-31$3,054
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$800,162
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,778,318
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,978,156
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,587,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,485,430
Interest on participant loans2021-12-31$11,674
Value of interest in common/collective trusts at end of year2021-12-31$4,784,728
Value of interest in common/collective trusts at beginning of year2021-12-31$5,249,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$382,256
Net investment gain or loss from common/collective trusts2021-12-31$65,618
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
Contributions received in cash from employer2021-12-31$82,106
Employer contributions (assets) at end of year2021-12-31$26
Employer contributions (assets) at beginning of year2021-12-31$23
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$428,914
Contract administrator fees2021-12-31$3,050
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SAX LLP
Accountancy firm EIN2021-12-31812950760
2020 : AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,024,628
Total of all expenses incurred2020-12-31$542,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$541,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$468,277
Value of total assets at end of year2020-12-31$8,978,156
Value of total assets at beginning of year2020-12-31$8,495,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$800
Total interest from all sources2020-12-31$12,263
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$196,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$196,186
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$700,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$396,933
Participant contributions at end of year2020-12-31$242,730
Participant contributions at beginning of year2020-12-31$315,611
Participant contributions at end of year2020-12-31$92
Participant contributions at beginning of year2020-12-31$6,748
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$482,327
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,978,156
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,495,829
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,485,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,493,814
Interest on participant loans2020-12-31$12,263
Value of interest in common/collective trusts at end of year2020-12-31$5,249,881
Value of interest in common/collective trusts at beginning of year2020-12-31$4,678,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$248,614
Net investment gain or loss from common/collective trusts2020-12-31$99,288
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
Contributions received in cash from employer2020-12-31$71,344
Employer contributions (assets) at end of year2020-12-31$23
Employer contributions (assets) at beginning of year2020-12-31$1,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$541,501
Contract administrator fees2020-12-31$800
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SAX LLP
Accountancy firm EIN2020-12-31812950760
2019 : AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,207,655
Total of all expenses incurred2019-12-31$227,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$224,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$468,551
Value of total assets at end of year2019-12-31$8,495,829
Value of total assets at beginning of year2019-12-31$7,515,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,600
Total interest from all sources2019-12-31$13,078
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$126,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$126,722
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$700,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$395,444
Participant contributions at end of year2019-12-31$315,611
Participant contributions at beginning of year2019-12-31$303,821
Participant contributions at end of year2019-12-31$6,748
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$715
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$980,156
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,495,829
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,515,673
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,493,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,763,230
Interest on participant loans2019-12-31$13,078
Value of interest in common/collective trusts at end of year2019-12-31$4,678,381
Value of interest in common/collective trusts at beginning of year2019-12-31$4,448,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$493,354
Net investment gain or loss from common/collective trusts2019-12-31$105,950
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$72,392
Employer contributions (assets) at end of year2019-12-31$1,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$224,899
Contract administrator fees2019-12-31$2,600
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SAX LLP
Accountancy firm EIN2019-12-31812950760
2018 : AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$395,933
Total of all expenses incurred2018-12-31$256,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$228,702
Expenses. Certain deemed distributions of participant loans2018-12-31$23,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$409,159
Value of total assets at end of year2018-12-31$7,515,673
Value of total assets at beginning of year2018-12-31$7,376,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,250
Total interest from all sources2018-12-31$11,180
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$115,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$115,610
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$700,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$344,190
Participant contributions at end of year2018-12-31$303,821
Participant contributions at beginning of year2018-12-31$327,857
Participant contributions at beginning of year2018-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$139,656
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,515,673
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,376,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,763,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,805,118
Interest on participant loans2018-12-31$11,180
Value of interest in common/collective trusts at end of year2018-12-31$4,448,622
Value of interest in common/collective trusts at beginning of year2018-12-31$4,243,017
Net investment gain/loss from pooled separate accounts2018-12-31$-230,063
Net investment gain or loss from common/collective trusts2018-12-31$90,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$64,969
Employer contributions (assets) at beginning of year2018-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$228,702
Contract administrator fees2018-12-31$4,250
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SAX LLP
Accountancy firm EIN2018-12-31812950760
2017 : AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$866,892
Total of all expenses incurred2017-12-31$277,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$244,199
Expenses. Certain deemed distributions of participant loans2017-12-31$31,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$392,698
Value of total assets at end of year2017-12-31$7,376,017
Value of total assets at beginning of year2017-12-31$6,786,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,800
Total interest from all sources2017-12-31$12,741
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$88,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$88,029
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$700,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$329,994
Participant contributions at end of year2017-12-31$327,857
Participant contributions at beginning of year2017-12-31$398,208
Participant contributions at end of year2017-12-31$20
Participant contributions at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$589,878
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,376,017
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,786,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,805,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,456,664
Interest on participant loans2017-12-31$12,741
Value of interest in common/collective trusts at end of year2017-12-31$4,243,017
Value of interest in common/collective trusts at beginning of year2017-12-31$3,931,267
Net investment gain/loss from pooled separate accounts2017-12-31$300,324
Net investment gain or loss from common/collective trusts2017-12-31$73,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$62,704
Employer contributions (assets) at end of year2017-12-31$5
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$244,199
Contract administrator fees2017-12-31$1,800
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SAX LLP
Accountancy firm EIN2017-12-31812950760
2016 : AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$711,794
Total of all expenses incurred2016-12-31$377,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$375,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$431,672
Value of total assets at end of year2016-12-31$6,786,139
Value of total assets at beginning of year2016-12-31$6,451,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,350
Total interest from all sources2016-12-31$13,061
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$78,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$78,088
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$700,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$317,509
Participant contributions at end of year2016-12-31$398,208
Participant contributions at beginning of year2016-12-31$366,831
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$20
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$53,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$334,235
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,786,139
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,451,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,456,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,325,806
Interest on participant loans2016-12-31$13,061
Value of interest in common/collective trusts at end of year2016-12-31$3,931,267
Value of interest in common/collective trusts at beginning of year2016-12-31$3,759,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$118,610
Net investment gain or loss from common/collective trusts2016-12-31$70,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$60,289
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$375,209
Contract administrator fees2016-12-31$2,350
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HUNTER GROUP CPA LLC
Accountancy firm EIN2016-12-31221807874
2015 : AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$440,110
Total of all expenses incurred2015-12-31$561,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$559,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$351,688
Value of total assets at end of year2015-12-31$6,451,904
Value of total assets at beginning of year2015-12-31$6,573,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,750
Total interest from all sources2015-12-31$11,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$700,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$295,209
Participant contributions at end of year2015-12-31$366,831
Participant contributions at beginning of year2015-12-31$406,041
Participant contributions at end of year2015-12-31$20
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-121,153
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,451,904
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,573,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,325,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,248,344
Interest on participant loans2015-12-31$11,841
Value of interest in common/collective trusts at end of year2015-12-31$3,759,242
Value of interest in common/collective trusts at beginning of year2015-12-31$3,918,672
Net investment gain or loss from common/collective trusts2015-12-31$76,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$56,479
Employer contributions (assets) at end of year2015-12-31$5
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$559,513
Contract administrator fees2015-12-31$1,750
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HUNTER GROUP CPA LLC
Accountancy firm EIN2015-12-31221807874
2014 : AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$721,205
Total of all expenses incurred2014-12-31$532,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$530,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$466,405
Value of total assets at end of year2014-12-31$6,573,057
Value of total assets at beginning of year2014-12-31$6,384,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,625
Total interest from all sources2014-12-31$12,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$700,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$260,178
Participant contributions at end of year2014-12-31$406,041
Participant contributions at beginning of year2014-12-31$388,422
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$20
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$157,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$188,836
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,573,057
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,384,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,248,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,183,687
Interest on participant loans2014-12-31$12,261
Value of interest in common/collective trusts at end of year2014-12-31$3,918,672
Value of interest in common/collective trusts at beginning of year2014-12-31$3,812,087
Net investment gain or loss from common/collective trusts2014-12-31$242,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$48,818
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$530,744
Contract administrator fees2014-12-31$1,625
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HUNTER GROUP CPA LLC
Accountancy firm EIN2014-12-31221807874
2013 : AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$826,971
Total of all expenses incurred2013-12-31$851,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$849,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$309,715
Value of total assets at end of year2013-12-31$6,384,221
Value of total assets at beginning of year2013-12-31$6,408,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,675
Total interest from all sources2013-12-31$13,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$700,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$260,796
Participant contributions at end of year2013-12-31$388,422
Participant contributions at beginning of year2013-12-31$383,251
Participant contributions at end of year2013-12-31$20
Participant contributions at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-24,199
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,384,221
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,408,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,183,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,952,189
Interest on participant loans2013-12-31$13,480
Value of interest in common/collective trusts at end of year2013-12-31$3,812,087
Value of interest in common/collective trusts at beginning of year2013-12-31$4,072,980
Net investment gain or loss from common/collective trusts2013-12-31$503,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$48,919
Employer contributions (assets) at end of year2013-12-31$5
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$849,495
Contract administrator fees2013-12-31$1,675
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HUNTER GROUP CPA LLC
Accountancy firm EIN2013-12-31221807874
2012 : AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$652,217
Total of all expenses incurred2012-12-31$238,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$235,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$351,321
Value of total assets at end of year2012-12-31$6,408,420
Value of total assets at beginning of year2012-12-31$5,994,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,650
Total interest from all sources2012-12-31$12,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$700,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$296,188
Participant contributions at end of year2012-12-31$383,251
Participant contributions at beginning of year2012-12-31$382,115
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$414,207
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,408,420
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,994,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,952,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,497,741
Interest on participant loans2012-12-31$12,017
Value of interest in common/collective trusts at end of year2012-12-31$4,072,980
Value of interest in common/collective trusts at beginning of year2012-12-31$4,113,945
Net investment gain or loss from common/collective trusts2012-12-31$288,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$55,133
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$75
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$235,360
Contract administrator fees2012-12-31$2,650
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HUNTER GROUP CPA LLC
Accountancy firm EIN2012-12-31221807874
2011 : AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$528,001
Total of all expenses incurred2011-12-31$302,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$294,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$366,606
Value of total assets at end of year2011-12-31$5,994,213
Value of total assets at beginning of year2011-12-31$5,768,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,982
Total interest from all sources2011-12-31$15,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$700,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$309,189
Participant contributions at end of year2011-12-31$382,115
Participant contributions at beginning of year2011-12-31$443,123
Participant contributions at end of year2011-12-31$337
Participant contributions at beginning of year2011-12-31$341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$225,834
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,994,213
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,768,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,497,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,593,166
Interest on participant loans2011-12-31$15,272
Value of interest in common/collective trusts at end of year2011-12-31$4,113,945
Value of interest in common/collective trusts at beginning of year2011-12-31$3,731,673
Net investment gain or loss from common/collective trusts2011-12-31$146,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$57,417
Employer contributions (assets) at end of year2011-12-31$75
Employer contributions (assets) at beginning of year2011-12-31$76
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$294,185
Contract administrator fees2011-12-31$7,982
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HUNTER GROUP CPA LLC
Accountancy firm EIN2011-12-31221807874
2010 : AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$729,109
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,192,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,189,654
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$364,782
Value of total assets at end of year2010-12-31$5,768,379
Value of total assets at beginning of year2010-12-31$7,231,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,874
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$17,353
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$700,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$307,015
Participant contributions at end of year2010-12-31$443,123
Participant contributions at beginning of year2010-12-31$390,978
Participant contributions at end of year2010-12-31$341
Participant contributions at beginning of year2010-12-31$401
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$-1,463,419
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,768,379
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,231,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,593,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,711,642
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$17,353
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$3,731,673
Value of interest in common/collective trusts at beginning of year2010-12-31$4,128,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$346,974
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$57,767
Employer contributions (assets) at end of year2010-12-31$76
Employer contributions (assets) at beginning of year2010-12-31$97
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,189,654
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$2,874
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HUNTER GROUP CPA LLC
Accountancy firm EIN2010-12-31221807874

Form 5500 Responses for AL & JOHN, INC. 401(K) PROFIT SHARING PLAN

2022: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AL & JOHN, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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