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A & J INVESTMENT PROPERTIES INC 401(K) PLAN 401k Plan overview

Plan NameA & J INVESTMENT PROPERTIES INC 401(K) PLAN
Plan identification number 001

A & J INVESTMENT PROPERTIES INC 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.
  • 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

A & J INVESTMENT PROPERTIES INC has sponsored the creation of one or more 401k plans.

Company Name:A & J INVESTMENT PROPERTIES INC
Employer identification number (EIN):330499169
NAIC Classification:531120
NAIC Description:Lessors of Nonresidential Buildings (except Miniwarehouses)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A & J INVESTMENT PROPERTIES INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LINDA CASTLE2024-05-28
0012022-01-01LINDA CASTLE2023-06-06
0012021-01-01LINDA CASTLE2022-07-13

Plan Statistics for A & J INVESTMENT PROPERTIES INC 401(K) PLAN

401k plan membership statisitcs for A & J INVESTMENT PROPERTIES INC 401(K) PLAN

Measure Date Value
2025: A & J INVESTMENT PROPERTIES INC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-032
Total number of particpants at end of year2025-06-032
Number of Participants With Account Balances2025-06-032
2024: A & J INVESTMENT PROPERTIES INC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-282
Total number of particpants at end of year2024-05-282
Number of Participants With Account Balances2024-05-282

Financial Data on A & J INVESTMENT PROPERTIES INC 401(K) PLAN

Measure Date Value
2025 : A & J INVESTMENT PROPERTIES INC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-0313943
Net assets as of the end of the plan year2025-06-0396730
Total assets as of the beginning of the plan year2025-06-0369717
Value of plan covered by a fidelity bond2025-06-037000
Participant contributions to plan in this plan year2025-06-0324758
Other income to plan in this plan year2025-06-039543
Plan net income in this plan year2025-06-0327013
Net assets as of the end of the plan year2025-06-0396730
Net assets as of the beginning of the plan year2025-06-0369717
Employer contributions to plan in this plan year2025-06-036655
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-03543
2024 : A & J INVESTMENT PROPERTIES INC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-288791
Net assets as of the end of the plan year2024-05-2869717
Total assets as of the beginning of the plan year2024-05-2843535
Value of plan covered by a fidelity bond2024-05-285000
Participant contributions to plan in this plan year2024-05-2821329
Other income to plan in this plan year2024-05-288970
Plan net income in this plan year2024-05-2826182
Net assets as of the end of the plan year2024-05-2869717
Net assets as of the beginning of the plan year2024-05-2843535
Employer contributions to plan in this plan year2024-05-284674
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-28291

Potentially related plans

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