J.J. POWELL INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J. J. POWELL, INC. GROUP MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2024 : J. J. POWELL, INC. GROUP MEDICAL PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-01-01 | $158,519 |
| Total plan liabilities at beginning of year | 2024-01-01 | $110,902 |
| Total income from all sources | 2024-01-01 | $994,734 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $1,051,160 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $601,673 |
| Total plan assets at end of year | 2024-01-01 | $12,335 |
| Total plan assets at beginning of year | 2024-01-01 | $21,144 |
| Value of fidelity bond covering the plan | 2024-01-01 | $500,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $103,623 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $459,785 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $1,624 |
| Other income received | 2024-01-01 | $583 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $-56,426 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $-146,184 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $-89,758 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $888,904 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $-10,298 |
| 2023 : J. J. POWELL, INC. GROUP MEDICAL PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $110,902 |
| Total income from all sources | 2023-12-31 | $880,494 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $970,252 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $552,866 |
| Total plan assets at end of year | 2023-12-31 | $21,144 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $94,713 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $392,468 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $580 |
| Net income (gross income less expenses) | 2023-12-31 | $-89,758 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $-89,758 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $785,201 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $24,918 |
| 2023: J. J. POWELL, INC. GROUP MEDICAL PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | First time form 5500 has been submitted | Yes |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
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