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J & J PALLET RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameJ & J PALLET RETIREMENT SAVINGS PLAN
Plan identification number 001

J & J PALLET RETIREMENT 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.

401k Sponsoring company profile

J & J PALLET has sponsored the creation of one or more 401k plans.

Company Name:J & J PALLET
Employer identification number (EIN):351445656
NAIC Classification:321900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & J PALLET RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SUSAN KELLEY2024-04-02
0012022-04-01SUSAN KELLEY2023-04-03
0012021-04-01SUSAN KELLEY2022-06-20
0012020-04-01SUSAN KELLEY2021-06-08
0012019-04-01SUSAN KELLEY2020-10-27
0012018-04-01SUSAN KELLEY2019-09-19
0012017-04-01SUSAN KELLEY2018-10-30
0012016-04-01SUSAN KELLEY2017-06-14
0012015-04-01SUSAN KELLEY2016-10-25
0012013-04-01SUSAN KELLEY2014-09-30
0012012-04-01SUSAN JACKSON2013-08-20
0012011-04-01SUSAN JACKSON2012-07-11
0012010-04-01SUSAN JACKSON2011-06-24

Plan Statistics for J & J PALLET RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for J & J PALLET RETIREMENT SAVINGS PLAN

Measure Date Value
2025: J & J PALLET RETIREMENT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-30120
Total number of particpants at end of year2025-04-30112
Number of Participants With Account Balances2025-04-3044
2024: J & J PALLET RETIREMENT SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-02109
Total number of particpants at end of year2024-04-02120
Number of Participants With Account Balances2024-04-0253
2022: J & J PALLET RETIREMENT SAVINGS PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-20109
Total number of particpants at end of year2022-06-20109
Number of Participants With Account Balances2022-06-2053

Financial Data on J & J PALLET RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : J & J PALLET RETIREMENT SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-30321120
Net assets as of the end of the plan year2025-04-304969255
Total assets as of the beginning of the plan year2025-04-304409924
Value of plan covered by a fidelity bond2025-04-30500000
Participant contributions to plan in this plan year2025-04-30202212
Other income to plan in this plan year2025-04-30565124
Plan net income in this plan year2025-04-30559331
Net assets as of the end of the plan year2025-04-304969255
Net assets as of the beginning of the plan year2025-04-304409924
Employer contributions to plan in this plan year2025-04-30113115
Fees paid to broker by Benefit Provider2025-04-302307
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-30663
2024 : J & J PALLET RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-02126600
Net assets as of the end of the plan year2024-04-024409924
Total assets as of the beginning of the plan year2024-04-023602955
Value of plan covered by a fidelity bond2024-04-02500000
Participant contributions to plan in this plan year2024-04-02217782
Other income to plan in this plan year2024-04-02593932
Plan net income in this plan year2024-04-02806969
Net assets as of the end of the plan year2024-04-024409924
Net assets as of the beginning of the plan year2024-04-023602955
Employer contributions to plan in this plan year2024-04-02121855
Fees paid to broker by Benefit Provider2024-04-021831
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-02100
2022 : J & J PALLET RETIREMENT SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-20119590
Net assets as of the end of the plan year2022-06-203955620
Total assets as of the beginning of the plan year2022-06-203704520
Value of plan covered by a fidelity bond2022-06-20500000
Participant contributions to plan in this plan year2022-06-20176180
Other income to plan in this plan year2022-06-2094922
Plan net income in this plan year2022-06-20251100
Net assets as of the end of the plan year2022-06-203955620
Net assets as of the beginning of the plan year2022-06-203704520
Employer contributions to plan in this plan year2022-06-2099588
Fees paid to broker by Benefit Provider2022-06-201945
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-203507

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