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JAMES ENTERPRISES LLC RETIREMENT TRUST 401k Plan overview

Plan NameJAMES ENTERPRISES LLC RETIREMENT TRUST
Plan identification number 001

JAMES ENTERPRISES LLC RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JAMES ENTERPRISES LLC has sponsored the creation of one or more 401k plans.

Company Name:JAMES ENTERPRISES LLC
Employer identification number (EIN):274188155
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES ENTERPRISES LLC RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DR. TERRY JAMES2024-08-09
0012022-01-01DR. TERRY JAMES2023-10-16
0012021-01-01DR. TERRY JAMES2022-06-30
0012020-01-01DR. TERRY JAMES2021-10-15
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01TERRY JAMES2015-06-18 TERRY JAMES2015-06-18
0012013-01-01TERRY JAMES2014-07-15 TERRY JAMES2014-07-15
0012012-01-01TERRY JAMES2013-07-08 TERRY JAMES2013-07-08
0012011-09-01TERRY JAMES2012-07-12 TERRY JAMES2012-07-12

Plan Statistics for JAMES ENTERPRISES LLC RETIREMENT TRUST

401k plan membership statisitcs for JAMES ENTERPRISES LLC RETIREMENT TRUST

Measure Date Value
2025: JAMES ENTERPRISES LLC RETIREMENT TRUST 2025 401k membership
Total number of particpants at beginning of year2025-10-0811
Total number of particpants at end of year2025-10-0814
Number of Participants With Account Balances2025-10-087
2024: JAMES ENTERPRISES LLC RETIREMENT TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-098
Total number of particpants at end of year2024-08-0910
Number of Participants With Account Balances2024-08-098
2022: JAMES ENTERPRISES LLC RETIREMENT TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-308
Total number of particpants at end of year2022-06-306
Number of Participants With Account Balances2022-06-305

Financial Data on JAMES ENTERPRISES LLC RETIREMENT TRUST

Measure Date Value
2025 : JAMES ENTERPRISES LLC RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0814745
Net assets as of the end of the plan year2025-10-08975043
Total assets as of the beginning of the plan year2025-10-08846502
Value of plan covered by a fidelity bond2025-10-08100000
Participant contributions to plan in this plan year2025-10-0821613
Other income to plan in this plan year2025-10-08111368
Plan net income in this plan year2025-10-08128541
Net assets as of the end of the plan year2025-10-08975043
Net assets as of the beginning of the plan year2025-10-08846502
Employer contributions to plan in this plan year2025-10-0810305
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-08126
2024 : JAMES ENTERPRISES LLC RETIREMENT TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-08-090
Total expenses incurred by plan in this plan year2024-08-09230
Net assets as of the end of the plan year2024-08-09846502
Total assets as of the beginning of the plan year2024-08-09719510
Value of plan covered by a fidelity bond2024-08-0980000
Participant contributions to plan in this plan year2024-08-0928371
Other income to plan in this plan year2024-08-0985273
Plan net income in this plan year2024-08-09126992
Net assets as of the end of the plan year2024-08-09846502
Net assets as of the beginning of the plan year2024-08-09719510
Employer contributions to plan in this plan year2024-08-0913578
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-09230
2022 : JAMES ENTERPRISES LLC RETIREMENT TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-300
Total liabilities as of the end of the plan year2022-06-300
Total liabilities as of the beginning of the plan year2022-06-300
Total expenses incurred by plan in this plan year2022-06-30231
Net assets as of the end of the plan year2022-06-30796116
Total assets as of the beginning of the plan year2022-06-30664077
Value of plan covered by a fidelity bond2022-06-3080000
Participant contributions to plan in this plan year2022-06-3022506
Value of participant loans at end of plan year2022-06-304700
Other expenses paid from plan in this plan year2022-06-300
Other contributions to plan in this plan year2022-06-300
Other income to plan in this plan year2022-06-30100960
Plan net income in this plan year2022-06-30132039
Net assets as of the end of the plan year2022-06-30796116
Net assets as of the beginning of the plan year2022-06-30664077
Employer contributions to plan in this plan year2022-06-308804
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-30231

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