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JOHN REX ENDOWMENT ERISA 403(B) PLAN 401k Plan overview

Plan NameJOHN REX ENDOWMENT ERISA 403(B) PLAN
Plan identification number 001

JOHN REX ENDOWMENT ERISA 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.
  • 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

JOHN REX ENDOWMENT has sponsored the creation of one or more 401k plans.

Company Name:JOHN REX ENDOWMENT
Employer identification number (EIN):311678223
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about JOHN REX ENDOWMENT

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0502643

More information about JOHN REX ENDOWMENT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN REX ENDOWMENT ERISA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KELLAN MOORE2024-05-28
0012022-01-01KELLAN MOORE2023-07-06
0012021-01-01KELLAN MOORE2022-05-25
0012020-01-01KELLAN MOORE2021-06-10
0012019-01-01KELLAN MOORE2020-07-24
0012018-01-01KELLAN MOORE2019-07-15
0012017-01-01KELLAN MOORE2018-05-07
0012016-01-01MCALLISTER MYHRA2017-07-05
0012015-01-01MCALLISTER MYHRA2016-07-06
0012014-01-01MCALLISTER MYHRA2015-09-28
0012013-01-01MCALLISTER MYHRA2014-10-08
0012012-01-01KEVIN CAIN2013-10-10
0012011-01-01KEVIN CAIN2012-08-03
0012010-01-01KEVIN CAIN2011-06-10

Financial Data on JOHN REX ENDOWMENT ERISA 403(B) PLAN

Measure Date Value
2025 : JOHN REX ENDOWMENT ERISA 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-11295409
Net assets as of the end of the plan year2025-05-11768131
Total assets as of the beginning of the plan year2025-05-11826388
Value of plan covered by a fidelity bond2025-05-111000000
Participant contributions to plan in this plan year2025-05-1175662
Other income to plan in this plan year2025-05-11123659
Plan net income in this plan year2025-05-11-58257
Net assets as of the end of the plan year2025-05-11768131
Net assets as of the beginning of the plan year2025-05-11826388
Employer contributions to plan in this plan year2025-05-1137831
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-117106
2024 : JOHN REX ENDOWMENT ERISA 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-285360
Net assets as of the end of the plan year2024-05-28826388
Total assets as of the beginning of the plan year2024-05-28597176
Value of plan covered by a fidelity bond2024-05-281000000
Participant contributions to plan in this plan year2024-05-2837709
Other income to plan in this plan year2024-05-28121444
Plan net income in this plan year2024-05-28229212
Net assets as of the end of the plan year2024-05-28826388
Net assets as of the beginning of the plan year2024-05-28597176
Employer contributions to plan in this plan year2024-05-2875419
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-285360
2022 : JOHN REX ENDOWMENT ERISA 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-254397
Net assets as of the end of the plan year2022-05-25679885
Total assets as of the beginning of the plan year2022-05-25462112
Value of plan covered by a fidelity bond2022-05-251000000
Participant contributions to plan in this plan year2022-05-2599036
Other income to plan in this plan year2022-05-2566297
Plan net income in this plan year2022-05-25217773
Net assets as of the end of the plan year2022-05-25679885
Net assets as of the beginning of the plan year2022-05-25462112
Employer contributions to plan in this plan year2022-05-2556837
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-254014

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