401k Plan data: JONES & CLEARY 401(K) PLAN plan

JONES & CLEARY 401(K) PLAN 401k Plan overview

Plan Name	JONES & CLEARY 401(K) PLAN
Plan identification number	002

JONES & CLEARY 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

JONES & CLEARY ROOFING CO. has sponsored the creation of one or more 401k plans.

Company Name: JONES & CLEARY ROOFING CO.

Employer identification number (EIN): 362313117

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONES & CLEARY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 WILLIAM CLEARY WILLIAM CLEARY 2019-06-24
002 2017-01-01 WILLIAM CLEARY WILLIAM CLEARY 2018-07-23
002 2016-01-01 WILLIAM CLEARY WILLIAM CLEARY 2017-07-18
002 2015-01-01 WILLIAM CLEARY, III WILLIAM CLEARY, III 2016-06-22
002 2014-01-01 WILLIAM CLEARY WILLIAM CLEARY 2015-05-04
002 2013-01-01 WILLIAM CLEARY, III WILLIAM CLEARY, III 2014-06-04
002 2012-01-01 WILLIAM CLEARY, III WILLIAM CLEARY, III 2013-03-13
002 2011-01-01 WILLIAM CLEARY III WILLIAM CLEARY III 2012-09-28
002 2009-01-01 WILLIAM CLEARY III WILLIAM CLEARY III 2010-07-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	WILLIAM CLEARY	WILLIAM CLEARY	2019-06-24
002	2017-01-01	WILLIAM CLEARY	WILLIAM CLEARY	2018-07-23
002	2016-01-01	WILLIAM CLEARY	WILLIAM CLEARY	2017-07-18
002	2015-01-01	WILLIAM CLEARY, III	WILLIAM CLEARY, III	2016-06-22
002	2014-01-01	WILLIAM CLEARY	WILLIAM CLEARY	2015-05-04
002	2013-01-01	WILLIAM CLEARY, III	WILLIAM CLEARY, III	2014-06-04
002	2012-01-01	WILLIAM CLEARY, III	WILLIAM CLEARY, III	2013-03-13
002	2011-01-01	WILLIAM CLEARY III	WILLIAM CLEARY III	2012-09-28
002	2009-01-01	WILLIAM CLEARY III	WILLIAM CLEARY III	2010-07-07

Plan Statistics for JONES & CLEARY 401(K) PLAN

401k plan membership statisitcs for JONES & CLEARY 401(K) PLAN

Measure Date Value
2022: JONES & CLEARY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 13
Number of participants with account balances 2022-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JONES & CLEARY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JONES & CLEARY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 14
Number of participants with account balances 2020-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JONES & CLEARY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 14
Number of participants with account balances 2019-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JONES & CLEARY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 14
Number of participants with account balances 2018-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JONES & CLEARY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 15
Number of participants with account balances 2017-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: JONES & CLEARY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 14
Number of participants with account balances 2016-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: JONES & CLEARY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JONES & CLEARY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JONES & CLEARY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JONES & CLEARY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: JONES & CLEARY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JONES & CLEARY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: JONES & CLEARY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	13
Number of participants with account balances	2022-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JONES & CLEARY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JONES & CLEARY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	14
Number of participants with account balances	2020-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JONES & CLEARY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	14
Number of participants with account balances	2019-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JONES & CLEARY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	14
Number of participants with account balances	2018-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JONES & CLEARY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	15
Number of participants with account balances	2017-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: JONES & CLEARY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	14
Number of participants with account balances	2016-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: JONES & CLEARY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JONES & CLEARY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JONES & CLEARY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JONES & CLEARY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: JONES & CLEARY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JONES & CLEARY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JONES & CLEARY 401(K) PLAN

Measure	Date	Value
2022 : JONES & CLEARY 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$324
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-558,314
Expenses. Total of all expenses incurred	2022-12-31	$251,111
Benefits paid (including direct rollovers)	2022-12-31	$246,962
Total plan assets at end of year	2022-12-31	$3,853,806
Total plan assets at beginning of year	2022-12-31	$4,662,907
Value of fidelity bond covering the plan	2022-12-31	$750,000
Total contributions received or receivable from participants	2022-12-31	$72,325
Other income received	2022-12-31	$-767,588
Net income (gross income less expenses)	2022-12-31	$-809,425
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,853,482
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,662,907
Assets. Value of participant loans	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$10,100
Total contributions received or receivable from employer(s)	2022-12-31	$136,949
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$4,149
2021 : JONES & CLEARY 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$718,752
Expenses. Total of all expenses incurred	2021-12-31	$618,814
Benefits paid (including direct rollovers)	2021-12-31	$614,362
Total plan assets at end of year	2021-12-31	$4,662,907
Total plan assets at beginning of year	2021-12-31	$4,562,969
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$70,154
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$548,598
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$99,938
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,662,907
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,562,969
Assets. Value of participant loans	2021-12-31	$1,914
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$5,130
Total contributions received or receivable from employer(s)	2021-12-31	$100,000
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,452
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : JONES & CLEARY 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$823,985
Expenses. Total of all expenses incurred	2020-12-31	$12,185
Benefits paid (including direct rollovers)	2020-12-31	$8,735
Total plan assets at end of year	2020-12-31	$4,562,969
Total plan assets at beginning of year	2020-12-31	$3,751,169
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$78,158
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$638,469
Net income (gross income less expenses)	2020-12-31	$811,800
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,562,969
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,751,169
Assets. Value of participant loans	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$107,358
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : JONES & CLEARY 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$768,608
Expenses. Total of all expenses incurred	2019-12-31	$5,194
Benefits paid (including direct rollovers)	2019-12-31	$2,400
Total plan assets at end of year	2019-12-31	$3,751,169
Total plan assets at beginning of year	2019-12-31	$2,987,755
Value of fidelity bond covering the plan	2019-12-31	$900,000
Total contributions received or receivable from participants	2019-12-31	$72,808
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$587,992
Net income (gross income less expenses)	2019-12-31	$763,414
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,751,169
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,987,755
Assets. Value of participant loans	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$107,808
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,794
2018 : JONES & CLEARY 401(K) PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$1,798
Total income from all sources	2018-12-31	$107,954
Expenses. Total of all expenses incurred	2018-12-31	$17,322
Benefits paid (including direct rollovers)	2018-12-31	$14,829
Total plan assets at end of year	2018-12-31	$2,987,755
Total plan assets at beginning of year	2018-12-31	$2,898,921
Value of fidelity bond covering the plan	2018-12-31	$1,250,000
Total contributions received or receivable from participants	2018-12-31	$78,404
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-23,471
Net income (gross income less expenses)	2018-12-31	$90,632
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,987,755
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,897,123
Assets. Value of participant loans	2018-12-31	$22,158
Assets. Value of real-estate (other than employer real property)	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$53,021
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,493
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JONES & CLEARY 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$1,798
Total plan liabilities at beginning of year	2017-12-31	$1,538
Total income from all sources	2017-12-31	$585,562
Expenses. Total of all expenses incurred	2017-12-31	$18,432
Benefits paid (including direct rollovers)	2017-12-31	$17,167
Total plan assets at end of year	2017-12-31	$2,898,921
Total plan assets at beginning of year	2017-12-31	$2,331,531
Value of fidelity bond covering the plan	2017-12-31	$1,250,000
Total contributions received or receivable from participants	2017-12-31	$80,108
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$398,046
Net income (gross income less expenses)	2017-12-31	$567,130
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,897,123
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,329,993
Assets. Value of participant loans	2017-12-31	$33,682
Assets. Value of real-estate (other than employer real property)	2017-12-31	$58,799
Total contributions received or receivable from employer(s)	2017-12-31	$107,408
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,265
2016 : JONES & CLEARY 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$1,538
Total plan liabilities at beginning of year	2016-12-31	$1,162
Total income from all sources	2016-12-31	$311,562
Expenses. Total of all expenses incurred	2016-12-31	$3,752
Benefits paid (including direct rollovers)	2016-12-31	$2,972
Total plan assets at end of year	2016-12-31	$2,331,531
Total plan assets at beginning of year	2016-12-31	$2,023,345
Value of fidelity bond covering the plan	2016-12-31	$1,250,000
Total contributions received or receivable from participants	2016-12-31	$69,843
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$142,203
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$307,810
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,329,993
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,022,183
Assets. Value of participant loans	2016-12-31	$44,678
Assets. Value of real-estate (other than employer real property)	2016-12-31	$50,539
Total contributions received or receivable from employer(s)	2016-12-31	$99,516
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$780
2015 : JONES & CLEARY 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$1,162
Total plan liabilities at beginning of year	2015-12-31	$1,074
Total income from all sources	2015-12-31	$118,168
Expenses. Total of all expenses incurred	2015-12-31	$18,929
Benefits paid (including direct rollovers)	2015-12-31	$18,334
Total plan assets at end of year	2015-12-31	$2,023,345
Total plan assets at beginning of year	2015-12-31	$1,924,018
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$69,980
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-1,080
Net income (gross income less expenses)	2015-12-31	$99,239
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,022,183
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,922,944
Assets. Value of participant loans	2015-12-31	$511
Assets. Value of real-estate (other than employer real property)	2015-12-31	$33,980
Total contributions received or receivable from employer(s)	2015-12-31	$49,268
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$595
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JONES & CLEARY 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$1,074
Total plan liabilities at beginning of year	2014-12-31	$1,134
Total income from all sources	2014-12-31	$223,115
Expenses. Total of all expenses incurred	2014-12-31	$13,325
Benefits paid (including direct rollovers)	2014-12-31	$12,735
Total plan assets at end of year	2014-12-31	$1,924,018
Total plan assets at beginning of year	2014-12-31	$1,714,288
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$55,620
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$99,495
Net income (gross income less expenses)	2014-12-31	$209,790
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,922,944
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,713,154
Assets. Value of participant loans	2014-12-31	$2,666
Assets. Value of real-estate (other than employer real property)	2014-12-31	$27,869
Total contributions received or receivable from employer(s)	2014-12-31	$68,000
Value of certain deemed distributions of participant loans	2014-12-31	$590
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : JONES & CLEARY 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$1,134
Total plan liabilities at beginning of year	2013-12-31	$882
Total income from all sources	2013-12-31	$404,768
Expenses. Total of all expenses incurred	2013-12-31	$53,228
Benefits paid (including direct rollovers)	2013-12-31	$52,626
Total plan assets at end of year	2013-12-31	$1,714,288
Total plan assets at beginning of year	2013-12-31	$1,362,496
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$55,304
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$320,681
Net income (gross income less expenses)	2013-12-31	$351,540
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,713,154
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,361,614
Assets. Value of real-estate (other than employer real property)	2013-12-31	$27,668
Total contributions received or receivable from employer(s)	2013-12-31	$28,783
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$602
2012 : JONES & CLEARY 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$882
Total plan liabilities at beginning of year	2012-12-31	$923
Total income from all sources	2012-12-31	$274,011
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,362,496
Total plan assets at beginning of year	2012-12-31	$1,088,526
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$54,863
Other income received	2012-12-31	$154,285
Net income (gross income less expenses)	2012-12-31	$274,011
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,361,614
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,087,603
Assets. Value of real-estate (other than employer real property)	2012-12-31	$25,166
Total contributions received or receivable from employer(s)	2012-12-31	$64,863
2011 : JONES & CLEARY 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$923
Total plan liabilities at beginning of year	2011-12-31	$797
Total income from all sources	2011-12-31	$83,927
Expenses. Total of all expenses incurred	2011-12-31	$138,868
Benefits paid (including direct rollovers)	2011-12-31	$138,843
Total plan assets at end of year	2011-12-31	$1,088,526
Total plan assets at beginning of year	2011-12-31	$1,143,341
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$52,748
Expenses. Other expenses not covered elsewhere	2011-12-31	$25
Other income received	2011-12-31	$-31,569
Net income (gross income less expenses)	2011-12-31	$-54,941
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,087,603
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,142,544
Assets. Value of real-estate (other than employer real property)	2011-12-31	$20,501
Total contributions received or receivable from employer(s)	2011-12-31	$62,748
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JONES & CLEARY 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$797
Total plan liabilities at beginning of year	2010-12-31	$559
Total income from all sources	2010-12-31	$239,130
Expenses. Total of all expenses incurred	2010-12-31	$11,100
Benefits paid (including direct rollovers)	2010-12-31	$11,075
Total plan assets at end of year	2010-12-31	$1,143,341
Total plan assets at beginning of year	2010-12-31	$915,073
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$51,253
Other income received	2010-12-31	$137,129
Net income (gross income less expenses)	2010-12-31	$228,030
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,142,544
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$914,514
Assets. Value of real-estate (other than employer real property)	2010-12-31	$1,550
Total contributions received or receivable from employer(s)	2010-12-31	$50,748
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JONES & CLEARY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JONES & CLEARY 401(K) PLAN

2022: JONES & CLEARY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JONES & CLEARY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JONES & CLEARY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JONES & CLEARY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JONES & CLEARY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JONES & CLEARY 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JONES & CLEARY 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JONES & CLEARY 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JONES & CLEARY 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JONES & CLEARY 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JONES & CLEARY 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JONES & CLEARY 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JONES & CLEARY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JONES & CLEARY ROOFING CO.
Employer identification number (EIN):	362313117
NAIC Classification:	238100