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THE JOHN K. HOWE CO., INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameTHE JOHN K. HOWE CO., INC. PROFIT SHARING 401(K) PLAN
Plan identification number 001

THE JOHN K. HOWE CO., INC. PROFIT SHARING 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

THE JOHN K. HOWE COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE JOHN K. HOWE COMPANY, INC.
Employer identification number (EIN):310831423
NAIC Classification:424100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JOHN K. HOWE CO., INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01NANCY HOWE JONES2023-08-16
0012021-01-01NANCY HOWE JONES2022-09-15
0012020-01-01NANCY HOWE JONES2021-07-19
0012019-01-01NANCY HOWE JONES2020-08-19
0012018-01-01NANCY HOWE JONES2019-07-03 NANCY HOWE JONES2019-07-03
0012017-01-01NANCY HOWE JONES2018-03-20 NANCY HOWE JONES2018-03-20
0012016-01-01NANCY HOWE JONES2017-03-15 NANCY HOWE JONES2017-03-15
0012015-01-01NANCY HOWE JONES2016-04-25 NANCY HOWE JONES2016-04-25
0012014-01-01NANCY HOWE JONES2015-05-19 NANCY HOWE JONES2015-05-19
0012013-01-01NANCY HOWE JONES2014-06-05 NANCY HOWE JONES2014-06-05
0012012-01-01NANCY HOWE JONES2013-05-28 NANCY HOWE JONES2013-05-28
0012011-01-01NANCY HOWE JONES2012-07-13 NANCY HOWE JONES2012-07-13
0012010-01-01NANCY HOWE JONES2011-06-07 NANCY HOWE JONES2011-06-07

Plan Statistics for THE JOHN K. HOWE CO., INC. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for THE JOHN K. HOWE CO., INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2025: THE JOHN K. HOWE CO., INC. PROFIT SHARING 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-016
Total number of particpants at end of year2025-08-016
Number of Participants With Account Balances2025-08-016
2024: THE JOHN K. HOWE CO., INC. PROFIT SHARING 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-226
Total number of particpants at end of year2024-07-226
Number of Participants With Account Balances2024-07-226
2022: THE JOHN K. HOWE CO., INC. PROFIT SHARING 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-157
Total number of particpants at end of year2022-09-157
Number of Participants With Account Balances2022-09-157

Financial Data on THE JOHN K. HOWE CO., INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2025 : THE JOHN K. HOWE CO., INC. PROFIT SHARING 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-010
Total liabilities as of the end of the plan year2025-08-010
Total liabilities as of the beginning of the plan year2025-08-010
Total expenses incurred by plan in this plan year2025-08-0157550
Net assets as of the end of the plan year2025-08-013100783
Total assets as of the beginning of the plan year2025-08-012728792
Value of plan covered by a fidelity bond2025-08-01350000
Participant contributions to plan in this plan year2025-08-0160610
Other expenses paid from plan in this plan year2025-08-010
Other contributions to plan in this plan year2025-08-010
Other income to plan in this plan year2025-08-01349941
Plan net income in this plan year2025-08-01371991
Net assets as of the end of the plan year2025-08-013100783
Net assets as of the beginning of the plan year2025-08-012728792
Employer contributions to plan in this plan year2025-08-0118990
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-017550
2024 : THE JOHN K. HOWE CO., INC. PROFIT SHARING 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-220
Total expenses incurred by plan in this plan year2024-07-2236550
Net assets as of the end of the plan year2024-07-222728792
Total assets as of the beginning of the plan year2024-07-222312092
Value of plan covered by a fidelity bond2024-07-22275000
Participant contributions to plan in this plan year2024-07-2245884
Other expenses paid from plan in this plan year2024-07-220
Other contributions to plan in this plan year2024-07-220
Other income to plan in this plan year2024-07-22387919
Plan net income in this plan year2024-07-22416700
Net assets as of the end of the plan year2024-07-222728792
Net assets as of the beginning of the plan year2024-07-222312092
Employer contributions to plan in this plan year2024-07-2219447
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-227550
2022 : THE JOHN K. HOWE CO., INC. PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-1574824
Net assets as of the end of the plan year2022-09-152733102
Total assets as of the beginning of the plan year2022-09-152327711
Value of plan covered by a fidelity bond2022-09-15250000
Participant contributions to plan in this plan year2022-09-1544706
Other income to plan in this plan year2022-09-15343310
Plan net income in this plan year2022-09-15405391
Net assets as of the end of the plan year2022-09-152733102
Net assets as of the beginning of the plan year2022-09-152327711
Employer contributions to plan in this plan year2022-09-1592199
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-157750

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