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J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameJ D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN
Plan identification number 002

J D EQUIPMENT, INC. RETIREMENT SAVINGS 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J D EQUIPMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:J D EQUIPMENT, INC.
Employer identification number (EIN):311058528
NAIC Classification:452300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01NORMAN MURPHY2020-02-06
0022018-01-01
0022017-01-01
0022016-01-01DAVID SIEGESMUND
0022015-01-01DAVID SIEGESMUND
0022014-01-01DAVID SIEGESMUND
0022013-01-01DAVID SIEGESMUND
0022012-01-01DAVID SIEGESMUND
0022011-01-01DAVID SIEGESMUND
0022010-01-01DAVID SIEGESMUND KARLA MITCHELL2011-09-30
0022009-01-01DAVID SIEGESMUND KARLA MITCHELL2010-09-20

Plan Statistics for J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2019: J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01418
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01412
Total number of active participants reported on line 7a of the Form 55002018-01-01330
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0188
Total of all active and inactive participants2018-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01418
Number of participants with account balances2018-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01372
Total number of active participants reported on line 7a of the Form 55002017-01-01295
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01378
Number of participants with account balances2017-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01358
Total number of active participants reported on line 7a of the Form 55002016-01-01307
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01355
Number of participants with account balances2016-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01346
Total number of active participants reported on line 7a of the Form 55002015-01-01305
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01354
Number of participants with account balances2015-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01325
Total number of active participants reported on line 7a of the Form 55002014-01-01299
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01342
Number of participants with account balances2014-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01289
Total number of active participants reported on line 7a of the Form 55002013-01-01265
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01305
Number of participants with account balances2013-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01251
Total number of active participants reported on line 7a of the Form 55002012-01-01256
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01287
Number of participants with account balances2012-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01230
Total number of active participants reported on line 7a of the Form 55002011-01-01221
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01250
Number of participants with account balances2011-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01171
Total number of active participants reported on line 7a of the Form 55002010-01-01217
Number of retired or separated participants receiving benefits2010-01-0114
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01231
Number of participants with account balances2010-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01222
Total number of active participants reported on line 7a of the Form 55002009-01-01211
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01255
Number of participants with account balances2009-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2019 : J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-02$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-02$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-02$0
Total income from all sources (including contributions)2019-12-02$1,296,711
Total loss/gain on sale of assets2019-12-02$0
Total of all expenses incurred2019-12-02$11,794,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-02$11,770,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-02$0
Value of total assets at end of year2019-12-02$0
Value of total assets at beginning of year2019-12-02$10,497,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-02$24,257
Total interest from all sources2019-12-02$5,254
Total dividends received (eg from common stock, registered investment company shares)2019-12-02$35,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-02Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-02$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-02$35,816
Was this plan covered by a fidelity bond2019-12-02Yes
Value of fidelity bond cover2019-12-02$500,000
If this is an individual account plan, was there a blackout period2019-12-02No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-02$0
Were there any nonexempt tranactions with any party-in-interest2019-12-02No
Participant contributions at end of year2019-12-02$0
Participant contributions at beginning of year2019-12-02$199,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-02No
Value of net income/loss2019-12-02$-10,497,628
Value of net assets at end of year (total assets less liabilities)2019-12-02$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-02$10,497,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-02No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-02No
Were any leases to which the plan was party in default or uncollectible2019-12-02No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-02$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-02$10,221,522
Interest on participant loans2019-12-02$5,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-02$1,255,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-02No
Was there a failure to transmit to the plan any participant contributions2019-12-02No
Has the plan failed to provide any benefit when due under the plan2019-12-02No
Employer contributions (assets) at end of year2019-12-02$0
Employer contributions (assets) at beginning of year2019-12-02$76,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-02$11,770,082
Contract administrator fees2019-12-02$24,257
Did the plan have assets held for investment2019-12-02No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-02No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-02Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-02Yes
Opinion of an independent qualified public accountant for this plan2019-12-02Disclaimer
Accountancy firm name2019-12-02CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2019-12-02310800053
2018 : J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$479,784
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$876,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$846,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,105,591
Value of total assets at end of year2018-12-31$10,497,628
Value of total assets at beginning of year2018-12-31$10,894,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,173
Total interest from all sources2018-12-31$10,360
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$595,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$595,069
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$594,961
Participant contributions at end of year2018-12-31$199,499
Participant contributions at beginning of year2018-12-31$163,454
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$442,966
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-397,131
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,497,628
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,894,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,162,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,615,765
Interest on participant loans2018-12-31$10,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$59,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$45,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$45,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,231,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$67,664
Employer contributions (assets) at end of year2018-12-31$76,607
Employer contributions (assets) at beginning of year2018-12-31$70,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$846,742
Contract administrator fees2018-12-31$30,173
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2018-12-31310800053
2017 : J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,562,346
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$859,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$840,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$651,444
Value of total assets at end of year2017-12-31$10,894,759
Value of total assets at beginning of year2017-12-31$9,192,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,772
Total interest from all sources2017-12-31$7,151
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$470,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$470,959
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$563,697
Participant contributions at end of year2017-12-31$163,454
Participant contributions at beginning of year2017-12-31$96,390
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,605
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,702,671
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,894,759
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,192,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,615,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,952,614
Interest on participant loans2017-12-31$7,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$45,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$70,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$70,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,432,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$70,142
Employer contributions (assets) at end of year2017-12-31$70,142
Employer contributions (assets) at beginning of year2017-12-31$68,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$840,903
Contract administrator fees2017-12-31$18,772
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2017-12-31310800053
2016 : J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,250,324
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$838,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$806,588
Value of total corrective distributions2016-12-31$212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$670,381
Value of total assets at end of year2016-12-31$9,192,088
Value of total assets at beginning of year2016-12-31$8,779,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,260
Total interest from all sources2016-12-31$11,368
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$328,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$328,813
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$542,744
Participant contributions at end of year2016-12-31$96,390
Participant contributions at beginning of year2016-12-31$116,164
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$58,827
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,739
Administrative expenses (other) incurred2016-12-31$31,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$412,264
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,192,088
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,779,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,952,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,492,681
Interest on participant loans2016-12-31$11,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$70,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$60,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$60,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$239,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$68,810
Employer contributions (assets) at end of year2016-12-31$68,810
Employer contributions (assets) at beginning of year2016-12-31$108,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$806,588
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2016-12-31310800053
2015 : J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$711,989
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$411,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$379,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$652,898
Value of total assets at end of year2015-12-31$8,779,824
Value of total assets at beginning of year2015-12-31$8,479,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,219
Total interest from all sources2015-12-31$4,995
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$475,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$475,360
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$520,517
Participant contributions at end of year2015-12-31$116,164
Participant contributions at beginning of year2015-12-31$130,294
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$24,283
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,751
Administrative expenses (other) incurred2015-12-31$32,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$300,018
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,779,824
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,479,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,492,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,118,401
Interest on participant loans2015-12-31$4,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$60,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$98,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$98,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-421,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$108,098
Employer contributions (assets) at end of year2015-12-31$108,098
Employer contributions (assets) at beginning of year2015-12-31$129,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$379,752
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2015-12-31310800053
2014 : J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,070,934
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$394,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$362,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$658,484
Value of total assets at end of year2014-12-31$8,479,806
Value of total assets at beginning of year2014-12-31$7,803,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,564
Total interest from all sources2014-12-31$6,029
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$539,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$539,375
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$486,222
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$42,549
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,731
Assets. Loans (other than to participants) at end of year2014-12-31$130,294
Assets. Loans (other than to participants) at beginning of year2014-12-31$138,118
Administrative expenses (other) incurred2014-12-31$31,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$676,606
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,479,806
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,803,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,118,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,438,823
Interest on participant loans2014-12-31$6,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$98,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$103,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$103,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-132,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$129,713
Employer contributions (assets) at end of year2014-12-31$129,713
Employer contributions (assets) at beginning of year2014-12-31$121,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$362,764
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2014-12-31310800053
2013 : J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,000
Total income from all sources (including contributions)2013-12-31$1,919,251
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$190,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$161,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$592,357
Value of total assets at end of year2013-12-31$7,803,200
Value of total assets at beginning of year2013-12-31$6,087,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,026
Total interest from all sources2013-12-31$6,257
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$424,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$424,298
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$446,673
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,366
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,731
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,468
Assets. Loans (other than to participants) at end of year2013-12-31$138,118
Assets. Loans (other than to participants) at beginning of year2013-12-31$118,741
Administrative expenses (other) incurred2013-12-31$29,026
Liabilities. Value of operating payables at beginning of year2013-12-31$13,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,728,424
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,803,200
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,074,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,438,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,510,740
Interest on participant loans2013-12-31$6,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$103,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$345,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$345,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$896,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$121,318
Employer contributions (assets) at end of year2013-12-31$121,318
Employer contributions (assets) at beginning of year2013-12-31$110,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$161,801
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2013-12-31310800053
2012 : J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,559,021
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$466,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$439,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$808,132
Value of total assets at end of year2012-12-31$6,087,776
Value of total assets at beginning of year2012-12-31$4,982,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,422
Total interest from all sources2012-12-31$4,201
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$135,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$135,290
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$397,499
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$299,919
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,608
Assets. Loans (other than to participants) at end of year2012-12-31$118,741
Assets. Loans (other than to participants) at beginning of year2012-12-31$89,970
Administrative expenses (other) incurred2012-12-31$27,422
Liabilities. Value of operating payables at end of year2012-12-31$13,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,092,431
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,074,776
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,982,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,510,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,443,879
Interest on participant loans2012-12-31$4,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$345,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$348,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$348,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$611,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$110,714
Employer contributions (assets) at end of year2012-12-31$110,714
Employer contributions (assets) at beginning of year2012-12-31$94,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$439,168
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2012-12-31310800053
2011 : J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$254,206
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$139,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$120,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$469,047
Value of total assets at end of year2011-12-31$4,982,345
Value of total assets at beginning of year2011-12-31$4,867,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,727
Total interest from all sources2011-12-31$450
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$72,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$72,674
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$333,489
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$40,607
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,675
Assets. Loans (other than to participants) at end of year2011-12-31$89,970
Administrative expenses (other) incurred2011-12-31$19,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$114,415
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,982,345
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,867,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,443,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,381,371
Interest on participant loans2011-12-31$414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$348,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$391,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$391,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$36
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-287,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$94,951
Employer contributions (assets) at end of year2011-12-31$94,951
Employer contributions (assets) at beginning of year2011-12-31$92,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$120,064
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2011-12-31310800053
2010 : J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$952,194
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$104,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$91,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$413,935
Value of total assets at end of year2010-12-31$4,867,930
Value of total assets at beginning of year2010-12-31$4,020,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,670
Total interest from all sources2010-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$92,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$92,396
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$321,749
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,675
Administrative expenses (other) incurred2010-12-31$12,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$847,881
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,867,930
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,020,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,381,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,418,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$391,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$520,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$520,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$445,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$92,186
Employer contributions (assets) at end of year2010-12-31$92,072
Employer contributions (assets) at beginning of year2010-12-31$81,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$91,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2010-12-31310800053
2009 : J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for J D EQUIPMENT, INC. RETIREMENT SAVINGS PLAN

2019: J D EQUIPMENT, INC. RETIREMENT SAVINGS 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: J D EQUIPMENT, INC. RETIREMENT SAVINGS 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: J D EQUIPMENT, INC. RETIREMENT SAVINGS 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: J D EQUIPMENT, INC. RETIREMENT SAVINGS 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: J D EQUIPMENT, INC. RETIREMENT SAVINGS 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: J D EQUIPMENT, INC. RETIREMENT SAVINGS 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: J D EQUIPMENT, INC. RETIREMENT SAVINGS 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: J D EQUIPMENT, INC. RETIREMENT SAVINGS 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: J D EQUIPMENT, INC. RETIREMENT SAVINGS 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: J D EQUIPMENT, INC. RETIREMENT SAVINGS 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
2009: J D EQUIPMENT, INC. RETIREMENT SAVINGS 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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