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J & M 401(K) PLAN AND TRUST 401k Plan overview

Plan NameJ & M 401(K) PLAN AND TRUST
Plan identification number 001

J & M 401(K) PLAN AND TRUST 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J & M SUNNYBROOK, INC. has sponsored the creation of one or more 401k plans.

Company Name:J & M SUNNYBROOK, INC.
Employer identification number (EIN):260609818
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & M 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JOHN STEVENS2015-09-21
0012013-01-01RACHEL WEITZEL2014-04-01

Plan Statistics for J & M 401(K) PLAN AND TRUST

401k plan membership statisitcs for J & M 401(K) PLAN AND TRUST

Measure Date Value
2022: J & M 401(K) PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-1822
Total number of particpants at end of year2022-07-180
Number of Participants With Account Balances2022-07-180
Total number of particpants at beginning of year2022-03-0117
Total number of particpants at end of year2022-03-0119
Number of Participants With Account Balances2022-03-0116

Financial Data on J & M 401(K) PLAN AND TRUST

Measure Date Value
2022 : J & M 401(K) PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-180
Total liabilities as of the end of the plan year2022-07-180
Total liabilities as of the beginning of the plan year2022-07-180
Total expenses incurred by plan in this plan year2022-07-18579810
Net assets as of the end of the plan year2022-07-180
Total assets as of the beginning of the plan year2022-07-18607507
Value of plan covered by a fidelity bond2022-07-1875000
Participant contributions to plan in this plan year2022-07-184459
Other expenses paid from plan in this plan year2022-07-180
Other contributions to plan in this plan year2022-07-180
Other income to plan in this plan year2022-07-18-36615
Plan net income in this plan year2022-07-18-607507
Net assets as of the end of the plan year2022-07-180
Net assets as of the beginning of the plan year2022-07-18607507
Employer contributions to plan in this plan year2022-07-184459
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-182105
Total liabilities as of the end of the plan year2022-03-010
Total liabilities as of the beginning of the plan year2022-03-010
Total expenses incurred by plan in this plan year2022-03-01600320
Net assets as of the end of the plan year2022-03-01607507
Total assets as of the beginning of the plan year2022-03-011066370
Value of plan covered by a fidelity bond2022-03-0175000
Participant contributions to plan in this plan year2022-03-0125077
Value of participant loans at end of plan year2022-03-010
Other expenses paid from plan in this plan year2022-03-010
Other contributions to plan in this plan year2022-03-010
Other income to plan in this plan year2022-03-0191303
Plan net income in this plan year2022-03-01-458863
Net assets as of the end of the plan year2022-03-01607507
Net assets as of the beginning of the plan year2022-03-011066370
Employer contributions to plan in this plan year2022-03-0125077
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-011295

Potentially related plans

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