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JOHNSON FAMILY FOUNDATION 403(B) PLAN 401k Plan overview

Plan NameJOHNSON FAMILY FOUNDATION 403(B) PLAN
Plan identification number 001

JOHNSON FAMILY FOUNDATION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

THE THOMAS PHILLIPS AND JANE MOORE JOHNSON FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE THOMAS PHILLIPS AND JANE MOORE JOHNSON FOUNDATION
Employer identification number (EIN):256357015
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON FAMILY FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01JIM JOHNSON
0012018-01-01JIM JOHNSON
0012017-01-01JIM JOHNSON
0012016-01-01ANDREW LANE
0012015-01-01ANDREW LANE
0012014-01-01ANDREW LANE
0012013-01-01ANDREW LANE
0012012-01-01ANDREW LANE
0012011-01-01ANDREW LANE
0012010-01-01ANDREW LANE
0012008-01-01ANDREW LANE

Financial Data on JOHNSON FAMILY FOUNDATION 403(B) PLAN

Measure Date Value
2019 : JOHNSON FAMILY FOUNDATION 403(B) PLAN 2019 401k financial data
Total income from all sources2019-06-25$23,611
Expenses. Total of all expenses incurred2019-06-25$268,899
Benefits paid (including direct rollovers)2019-06-25$268,324
Total plan assets at end of year2019-06-25$0
Total plan assets at beginning of year2019-06-25$245,288
Value of fidelity bond covering the plan2019-06-25$90,000
Other income received2019-06-25$22,271
Net income (gross income less expenses)2019-06-25$-245,288
Net plan assets at end of year (total assets less liabilities)2019-06-25$0
Net plan assets at beginning of year (total assets less liabilities)2019-06-25$245,288
Total contributions received or receivable from employer(s)2019-06-25$1,340
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-25$575
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-25$0
2018 : JOHNSON FAMILY FOUNDATION 403(B) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-15,748
Expenses. Total of all expenses incurred2018-12-31$438
Total plan assets at end of year2018-12-31$245,288
Total plan assets at beginning of year2018-12-31$261,474
Value of fidelity bond covering the plan2018-12-31$90,000
Other income received2018-12-31$-15,748
Net income (gross income less expenses)2018-12-31$-16,186
Net plan assets at end of year (total assets less liabilities)2018-12-31$245,288
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$261,474
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$438
2017 : JOHNSON FAMILY FOUNDATION 403(B) PLAN 2017 401k financial data
Total income from all sources2017-12-31$170,335
Expenses. Total of all expenses incurred2017-12-31$739,843
Benefits paid (including direct rollovers)2017-12-31$738,856
Total plan assets at end of year2017-12-31$261,474
Total plan assets at beginning of year2017-12-31$830,982
Value of fidelity bond covering the plan2017-12-31$90,000
Total contributions received or receivable from participants2017-12-31$20,810
Other income received2017-12-31$114,752
Net income (gross income less expenses)2017-12-31$-569,508
Net plan assets at end of year (total assets less liabilities)2017-12-31$261,474
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$830,982
Total contributions received or receivable from employer(s)2017-12-31$34,773
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$987
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JOHNSON FAMILY FOUNDATION 403(B) PLAN 2016 401k financial data
Total income from all sources2016-12-31$107,188
Expenses. Total of all expenses incurred2016-12-31$985
Total plan assets at end of year2016-12-31$830,982
Total plan assets at beginning of year2016-12-31$724,779
Value of fidelity bond covering the plan2016-12-31$80,000
Total contributions received or receivable from participants2016-12-31$24,513
Other income received2016-12-31$56,707
Net income (gross income less expenses)2016-12-31$106,203
Net plan assets at end of year (total assets less liabilities)2016-12-31$830,982
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$724,779
Total contributions received or receivable from employer(s)2016-12-31$25,968
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$985
2015 : JOHNSON FAMILY FOUNDATION 403(B) PLAN 2015 401k financial data
Total income from all sources2015-12-31$43,298
Expenses. Total of all expenses incurred2015-12-31$911
Total plan assets at end of year2015-12-31$724,779
Total plan assets at beginning of year2015-12-31$682,392
Value of fidelity bond covering the plan2015-12-31$70,000
Total contributions received or receivable from participants2015-12-31$25,911
Other income received2015-12-31$-7,109
Net income (gross income less expenses)2015-12-31$42,387
Net plan assets at end of year (total assets less liabilities)2015-12-31$724,779
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$682,392
Total contributions received or receivable from employer(s)2015-12-31$24,496
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$911
2014 : JOHNSON FAMILY FOUNDATION 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$85,123
Expenses. Total of all expenses incurred2014-12-31$835
Total plan assets at end of year2014-12-31$682,392
Total plan assets at beginning of year2014-12-31$598,104
Value of fidelity bond covering the plan2014-12-31$40,000
Total contributions received or receivable from participants2014-12-31$24,484
Other income received2014-12-31$36,419
Net income (gross income less expenses)2014-12-31$84,288
Net plan assets at end of year (total assets less liabilities)2014-12-31$682,392
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$598,104
Total contributions received or receivable from employer(s)2014-12-31$24,220
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$835
2013 : JOHNSON FAMILY FOUNDATION 403(B) PLAN 2013 401k financial data
Total income from all sources2013-12-31$139,000
Expenses. Total of all expenses incurred2013-12-31$706
Total plan assets at end of year2013-12-31$598,104
Total plan assets at beginning of year2013-12-31$459,810
Value of fidelity bond covering the plan2013-12-31$40,000
Total contributions received or receivable from participants2013-12-31$24,150
Other income received2013-12-31$89,913
Net income (gross income less expenses)2013-12-31$138,294
Net plan assets at end of year (total assets less liabilities)2013-12-31$598,104
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$459,810
Total contributions received or receivable from employer(s)2013-12-31$24,937
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$706
2012 : JOHNSON FAMILY FOUNDATION 403(B) PLAN 2012 401k financial data
Total income from all sources2012-12-31$105,898
Expenses. Total of all expenses incurred2012-12-31$632
Total plan assets at end of year2012-12-31$459,810
Total plan assets at beginning of year2012-12-31$354,544
Value of fidelity bond covering the plan2012-12-31$40,000
Total contributions received or receivable from participants2012-12-31$26,317
Other income received2012-12-31$48,081
Net income (gross income less expenses)2012-12-31$105,266
Net plan assets at end of year (total assets less liabilities)2012-12-31$459,810
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$354,544
Total contributions received or receivable from employer(s)2012-12-31$31,500
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$632
2011 : JOHNSON FAMILY FOUNDATION 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$58,646
Expenses. Total of all expenses incurred2011-12-31$1,240
Total plan assets at end of year2011-12-31$354,544
Total plan assets at beginning of year2011-12-31$297,138
Total contributions received or receivable from participants2011-12-31$31,106
Other income received2011-12-31$-1,527
Net income (gross income less expenses)2011-12-31$57,406
Net plan assets at end of year (total assets less liabilities)2011-12-31$354,544
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$297,138
Total contributions received or receivable from employer(s)2011-12-31$29,067
Value of corrective distributions2011-12-31$707
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$533
2010 : JOHNSON FAMILY FOUNDATION 403(B) PLAN 2010 401k financial data
Total income from all sources2010-12-31$87,192
Expenses. Total of all expenses incurred2010-12-31$378
Total plan assets at end of year2010-12-31$297,138
Total plan assets at beginning of year2010-12-31$210,324
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$28,723
Expenses. Other expenses not covered elsewhere2010-12-31$378
Contributions received from other sources (not participants or employers)2010-12-31$11,702
Other income received2010-12-31$21,525
Net income (gross income less expenses)2010-12-31$86,814
Net plan assets at end of year (total assets less liabilities)2010-12-31$297,138
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$210,324
Total contributions received or receivable from employer(s)2010-12-31$25,242

Form 5500 Responses for JOHNSON FAMILY FOUNDATION 403(B) PLAN

2019: JOHNSON FAMILY FOUNDATION 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHNSON FAMILY FOUNDATION 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHNSON FAMILY FOUNDATION 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHNSON FAMILY FOUNDATION 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHNSON FAMILY FOUNDATION 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHNSON FAMILY FOUNDATION 403(B) 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: JOHNSON FAMILY FOUNDATION 403(B) 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: JOHNSON FAMILY FOUNDATION 403(B) 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: JOHNSON FAMILY FOUNDATION 403(B) 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: JOHNSON FAMILY FOUNDATION 403(B) 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
2008: JOHNSON FAMILY FOUNDATION 403(B) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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