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OSCAR JOSEPHS STORES SIMPLE RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameOSCAR JOSEPHS STORES SIMPLE RETIREMENT AND SAVINGS PLAN
Plan identification number 001

OSCAR JOSEPHS STORES SIMPLE RETIREMENT AND SAVINGS 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OSCAR JOSEPHS STORES, INC. has sponsored the creation of one or more 401k plans.

Company Name:OSCAR JOSEPHS STORES, INC.
Employer identification number (EIN):344452583
NAIC Classification:445310
NAIC Description:Beer, Wine, and Liquor Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSCAR JOSEPHS STORES SIMPLE RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01OSCAR JOSEPH2024-05-01
0012022-01-01OSCAR JOSEPH2023-05-05
0012021-01-01OSCAR JOSEPH2022-04-14
0012020-01-01
0012019-01-01OSCAR JOSEPH2020-02-17
0012018-01-01OSCAR JOSEPH2019-03-04
0012017-01-01OSCAR JOSEPH2018-01-26
0012016-01-01OSCAR JOSEPH2017-01-30
0012014-01-01OSCAR JOSEPH2015-02-16
0012013-01-01OSCAR JOSEPH2014-07-15
0012012-01-01OSCAR JOSEPH2013-02-04
0012011-01-01OSCAR JOSEPH2012-10-01 OSCAR JOSEPH2012-10-01
0012010-01-01OSCAR JOSEPH2011-06-24 OSCAR JOSEPH2011-06-24

Plan Statistics for OSCAR JOSEPHS STORES SIMPLE RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for OSCAR JOSEPHS STORES SIMPLE RETIREMENT AND SAVINGS PLAN

Measure Date Value
2025: OSCAR JOSEPHS STORES SIMPLE RETIREMENT AND SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-2523
Total number of particpants at end of year2025-06-2521
Number of Participants With Account Balances2025-06-259
2024: OSCAR JOSEPHS STORES SIMPLE RETIREMENT AND SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-0119
Total number of particpants at end of year2024-05-0120
Number of Participants With Account Balances2024-05-019
2022: OSCAR JOSEPHS STORES SIMPLE RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-1420
Total number of particpants at end of year2022-04-1420
Number of Participants With Account Balances2022-04-148

Financial Data on OSCAR JOSEPHS STORES SIMPLE RETIREMENT AND SAVINGS PLAN

Measure Date Value
2025 : OSCAR JOSEPHS STORES SIMPLE RETIREMENT AND SAVINGS PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-25394
Total expenses incurred by plan in this plan year2025-06-25342061
Net assets as of the end of the plan year2025-06-251186861
Total assets as of the beginning of the plan year2025-06-251283160
Value of plan covered by a fidelity bond2025-06-25350000
Participant contributions to plan in this plan year2025-06-2518570
Other income to plan in this plan year2025-06-25216903
Plan net income in this plan year2025-06-25-95905
Net assets as of the end of the plan year2025-06-251186861
Net assets as of the beginning of the plan year2025-06-251282766
Employer contributions to plan in this plan year2025-06-2510683
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-25415
2024 : OSCAR JOSEPHS STORES SIMPLE RETIREMENT AND SAVINGS PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-05-01394
Total expenses incurred by plan in this plan year2024-05-0123352
Net assets as of the end of the plan year2024-05-011283160
Total assets as of the beginning of the plan year2024-05-011032255
Value of plan covered by a fidelity bond2024-05-01350000
Participant contributions to plan in this plan year2024-05-0117453
Value of participant loans at end of plan year2024-05-01345
Other income to plan in this plan year2024-05-01246451
Plan net income in this plan year2024-05-01250511
Net assets as of the end of the plan year2024-05-011282766
Net assets as of the beginning of the plan year2024-05-011032255
Employer contributions to plan in this plan year2024-05-019959
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0150
2022 : OSCAR JOSEPHS STORES SIMPLE RETIREMENT AND SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-1467495
Net assets as of the end of the plan year2022-04-141407512
Total assets as of the beginning of the plan year2022-04-141224147
Value of plan covered by a fidelity bond2022-04-14350000
Participant contributions to plan in this plan year2022-04-1418936
Value of participant loans at end of plan year2022-04-142360
Other contributions to plan in this plan year2022-04-148881
Other income to plan in this plan year2022-04-14213742
Plan net income in this plan year2022-04-14183365
Net assets as of the end of the plan year2022-04-141407512
Net assets as of the beginning of the plan year2022-04-141224147
Employer contributions to plan in this plan year2022-04-149301
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-14490

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