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JONES & DUFF LLC 401(K) PLAN 401k Plan overview

Plan NameJONES & DUFF LLC 401(K) PLAN
Plan identification number 001

JONES & DUFF LLC 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

JONES & DUFF, LLC has sponsored the creation of one or more 401k plans.

Company Name:JONES & DUFF, LLC
Employer identification number (EIN):261507314
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONES & DUFF LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LORI B. DUFF2023-10-10 LORI B DUFF2023-10-10
0012021-01-01LORI B. DUFF2022-07-07 LORI B. DUFF2022-07-07
0012020-01-01LORI B. DUFF2021-06-15 LORI B. DUFF2021-06-15
0012018-01-01LORI B DUFF2019-06-13 LORI B DUFF2019-06-13
0012017-01-01LORI B DUFF2018-07-31 LORI B DUFF2018-07-31
0012017-01-01LORI B DUFF2018-07-24 LORI B DUFF2018-07-24
0012016-01-01LORI DUFF2017-07-17 LORI DUFF2017-07-17
0012015-01-01LORI B. DUFF
0012015-01-01LORI B. DUFF LORI B. DUFF2016-07-11
0012014-01-01LORI DUFF2015-09-02 LORI DUFF2015-09-02
0012013-01-01LORI DUFF2014-07-24 LORI DUFF2014-07-24
0012012-01-01LORI DUFF LORI DUFF2013-07-11
0012009-01-01LORI DUFF

Plan Statistics for JONES & DUFF LLC 401(K) PLAN

401k plan membership statisitcs for JONES & DUFF LLC 401(K) PLAN

Measure Date Value
2015: JONES & DUFF LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JONES & DUFF LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JONES & DUFF LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JONES & DUFF LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2009: JONES & DUFF LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JONES & DUFF LLC 401(K) PLAN

Measure Date Value
2015 : JONES & DUFF LLC 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$4,309
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$92,354
Total plan assets at beginning of year2015-12-31$88,045
Value of fidelity bond covering the plan2015-12-31$11,500
Total contributions received or receivable from participants2015-12-31$3,500
Other income received2015-12-31$-2,191
Net income (gross income less expenses)2015-12-31$4,309
Net plan assets at end of year (total assets less liabilities)2015-12-31$92,354
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$88,045
Total contributions received or receivable from employer(s)2015-12-31$3,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JONES & DUFF LLC 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$9,304
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$88,045
Total plan assets at beginning of year2014-12-31$78,741
Total contributions received or receivable from participants2014-12-31$2,300
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$5,004
Net income (gross income less expenses)2014-12-31$9,304
Net plan assets at end of year (total assets less liabilities)2014-12-31$88,045
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$78,741
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$2,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
2013 : JONES & DUFF LLC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$27,605
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$78,741
Total plan assets at beginning of year2013-12-31$51,136
Total contributions received or receivable from participants2013-12-31$14,300
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$10,430
Net income (gross income less expenses)2013-12-31$27,605
Net plan assets at end of year (total assets less liabilities)2013-12-31$78,741
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$51,136
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$2,875
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : JONES & DUFF LLC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$21,377
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$51,136
Total plan assets at beginning of year2012-12-31$29,759
Total contributions received or receivable from participants2012-12-31$14,700
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$4,377
Net income (gross income less expenses)2012-12-31$21,377
Net plan assets at end of year (total assets less liabilities)2012-12-31$51,136
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$29,759
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$2,300
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0

Form 5500 Responses for JONES & DUFF LLC 401(K) PLAN

2015: JONES & DUFF LLC 401(K) 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: JONES & DUFF LLC 401(K) 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: JONES & DUFF LLC 401(K) 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: JONES & DUFF LLC 401(K) 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
2009: JONES & DUFF LLC 401(K) 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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