J & A TOOL COMPANY INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J & A TOOL COMPANY EMPLOYEES PENSION PLAN
| Measure | Date | Value |
|---|
| 2016: J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 0 |
| Total of all active and inactive participants | 2016-06-01 | 0 |
| Total participants | 2016-06-01 | 0 |
| 2015: J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 3 |
| Total of all active and inactive participants | 2015-06-01 | 3 |
| Total participants | 2015-06-01 | 3 |
| Number of participants with account balances | 2015-06-01 | 3 |
| 2014: J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 2 |
| Total of all active and inactive participants | 2014-06-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 0 |
| Total participants | 2014-06-01 | 5 |
| Number of participants with account balances | 2014-06-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-01 | 0 |
| 2012: J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 0 |
| Total of all active and inactive participants | 2012-06-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-06-01 | 0 |
| Total participants | 2012-06-01 | 4 |
| Number of participants with account balances | 2012-06-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-06-01 | 0 |
| 2011: J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 4 |
| Number of retired or separated participants receiving benefits | 2011-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 0 |
| Total of all active and inactive participants | 2011-06-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-06-01 | 0 |
| Total participants | 2011-06-01 | 4 |
| Number of participants with account balances | 2011-06-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-06-01 | 0 |
| 2010: J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-06-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 4 |
| Number of retired or separated participants receiving benefits | 2010-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-06-01 | 0 |
| Total of all active and inactive participants | 2010-06-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-06-01 | 0 |
| Total participants | 2010-06-01 | 4 |
| Number of participants with account balances | 2010-06-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-06-01 | 0 |
| 2009: J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 0 |
| Total of all active and inactive participants | 2009-06-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-01 | 0 |
| Total participants | 2009-06-01 | 3 |
| Number of participants with account balances | 2009-06-01 | 3 |
| Measure | Date | Value |
|---|
| 2016 : J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2016 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2016-11-30 | $47,060 |
| Benefits paid (including direct rollovers) | 2016-11-30 | $47,060 |
| Total plan assets at beginning of year | 2016-11-30 | $47,060 |
| Net income (gross income less expenses) | 2016-11-30 | $-47,060 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-11-30 | $47,060 |
| Total income from all sources | 2016-05-31 | $3,948 |
| Expenses. Total of all expenses incurred | 2016-05-31 | $5,632 |
| Benefits paid (including direct rollovers) | 2016-05-31 | $5,632 |
| Total plan assets at end of year | 2016-05-31 | $47,060 |
| Total plan assets at beginning of year | 2016-05-31 | $48,744 |
| Assets. Value of loans (other than to participants) | 2016-05-31 | $47,060 |
| Other income received | 2016-05-31 | $-3,547 |
| Net income (gross income less expenses) | 2016-05-31 | $-1,684 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $47,060 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $48,744 |
| Total contributions received or receivable from employer(s) | 2016-05-31 | $7,495 |
| 2015 : J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-05-31 | $10,091 |
| Total plan assets at end of year | 2015-05-31 | $48,744 |
| Total plan assets at beginning of year | 2015-05-31 | $38,653 |
| Assets. Value of loans (other than to participants) | 2015-05-31 | $48,744 |
| Other income received | 2015-05-31 | $3,133 |
| Net income (gross income less expenses) | 2015-05-31 | $10,091 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $48,744 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $38,653 |
| Total contributions received or receivable from employer(s) | 2015-05-31 | $6,958 |
| 2013 : J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-05-31 | $8,297 |
| Total plan assets at end of year | 2013-05-31 | $24,986 |
| Total plan assets at beginning of year | 2013-05-31 | $16,689 |
| Assets. Value of loans (other than to participants) | 2013-05-31 | $24,986 |
| Other income received | 2013-05-31 | $3,067 |
| Net income (gross income less expenses) | 2013-05-31 | $8,297 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $24,986 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $16,689 |
| Total contributions received or receivable from employer(s) | 2013-05-31 | $5,230 |
| 2012 : J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-05-31 | $3,080 |
| Total plan assets at end of year | 2012-05-31 | $16,689 |
| Total plan assets at beginning of year | 2012-05-31 | $13,609 |
| Assets. Value of loans (other than to participants) | 2012-05-31 | $16,689 |
| Other income received | 2012-05-31 | $910 |
| Net income (gross income less expenses) | 2012-05-31 | $3,080 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $16,689 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $13,609 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $2,170 |
| 2011 : J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-05-31 | $3,857 |
| Total plan assets at end of year | 2011-05-31 | $13,609 |
| Total plan assets at beginning of year | 2011-05-31 | $9,752 |
| Assets. Value of loans (other than to participants) | 2011-05-31 | $13,609 |
| Other income received | 2011-05-31 | $1,942 |
| Net income (gross income less expenses) | 2011-05-31 | $3,857 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $13,609 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $9,752 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $1,915 |
| 2016: J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | This submission is the final filing | Yes |
| 2016-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-06-01 | Plan funding arrangement – Insurance | Yes |
| 2016-06-01 | Plan funding arrangement – Trust | Yes |
| 2016-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-06-01 | Plan benefit arrangement - Trust | Yes |
| 2015: J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Plan funding arrangement – Insurance | Yes |
| 2015-06-01 | Plan funding arrangement – Trust | Yes |
| 2015-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-06-01 | Plan benefit arrangement - Trust | Yes |
| 2014: J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Plan funding arrangement – Insurance | Yes |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Plan funding arrangement – Insurance | Yes |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2010: J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-06-01 | Type of plan entity | Single employer plan |
| 2010-06-01 | Submission has been amended | Yes |
| 2010-06-01 | Plan funding arrangement – Insurance | Yes |
| 2010-06-01 | Plan funding arrangement – Trust | Yes |
| 2010-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: J & A TOOL COMPANY EMPLOYEES PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | Plan funding arrangement – Insurance | Yes |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | K16386 |
| Policy instance | 1 |
| Insurance contract or identification number | K16386 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-09-09 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | HAROLD J BEERS CLU CHFC |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | K16384 |
| Policy instance | 2 |
| Insurance contract or identification number | K16384 | | Insurance policy start date | 2015-05-23 | | Insurance policy end date | 2016-05-22 | | Total amount of commissions paid to insurance broker | USD $1,079 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,079 | | Insurance broker name | HAROLD J BEERS CLU CHFC,NEW YORK LI |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
| Policy contract number | K16386 |
| Policy instance | 1 |
| Insurance contract or identification number | K16386 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $99 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $99 | | Insurance broker organization code? | 3 | | Insurance broker name | HAROLD J BEERS CLU CHFC,NEW YORK LI |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
| Policy contract number | K16386 |
| Policy instance | 1 |
| Insurance contract or identification number | K16386 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $401 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $401 | | Insurance broker organization code? | 3 | | Insurance broker name | HAROLD J BEERS CLU CHFC,NEW YORK LI |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | K16384 |
| Policy instance | 2 |
| Insurance contract or identification number | K16384 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2014-05-23 | | Insurance policy end date | 2015-05-22 | | Total amount of commissions paid to insurance broker | USD $1,286 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,286 | | Insurance broker name | HAROLD J BEERS CLU CHFC,NEW YORK LI |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | K16384 |
| Policy instance | 2 |
| Insurance contract or identification number | K16384 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $2,561 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,561 | | Insurance broker name | HAROLD J BEERS CLU CHFC, NEW YORK L |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
| Policy contract number | K16386 |
| Policy instance | 1 |
| Insurance contract or identification number | K16386 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $130 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $130 | | Insurance broker organization code? | 3 | | Insurance broker name | HAROLD J BEERS CLU CHFC,NEW YORK LI |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
| Policy contract number | K16386 |
| Policy instance | 1 |
| Insurance contract or identification number | K16386 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $55 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | K16384 |
| Policy instance | 2 |
| Insurance contract or identification number | K16384 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $1,345 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
| Policy contract number | K16386 |
| Policy instance | 1 |
| Insurance contract or identification number | K16386 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $55 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | K16384 |
| Policy instance | 2 |
| Insurance contract or identification number | K16384 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
