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J & R SHEET METAL, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJ & R SHEET METAL, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

J & R SHEET METAL, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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.
  • 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 & R SHEET METAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:J & R SHEET METAL, INC.
Employer identification number (EIN):382053753
NAIC Classification:332300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & R SHEET METAL, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-06-20
0012022-01-01SHIRLEY HORNER2023-06-08
0012021-01-01RONALD SHAAR2022-06-10
0012020-01-01RONALD SHAAR2021-11-04
0012020-01-01RONALD SHAAR2021-10-29
0012016-01-01
0012013-01-01
0012012-01-01RONALD SHAAR2013-03-19 RONALD SHAAR2013-03-19
0012011-01-01MICHAEL C. BROWN2012-05-23 MICHAEL C. BROWN2012-05-23
0012010-01-01MICHAEL C. BROWN2011-03-16 MICHAEL C. BROWN2011-03-16

Plan Statistics for J & R SHEET METAL, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for J & R SHEET METAL, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: J & R SHEET METAL, INC. PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-0614
Total number of particpants at end of year2025-06-0615
Number of Participants With Account Balances2025-06-0610
2024: J & R SHEET METAL, INC. PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-2014
Total number of particpants at end of year2024-06-2014
Number of Participants With Account Balances2024-06-2010
2022: J & R SHEET METAL, INC. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-1015
Total number of particpants at end of year2022-06-1014
Number of Participants With Account Balances2022-06-109

Financial Data on J & R SHEET METAL, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : J & R SHEET METAL, INC. PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-067146
Net assets as of the end of the plan year2025-06-06136974
Total assets as of the beginning of the plan year2025-06-06100947
Value of plan covered by a fidelity bond2025-06-0611000
Participant contributions to plan in this plan year2025-06-0629474
Value of participant loans at end of plan year2025-06-061217
Other income to plan in this plan year2025-06-0613699
Plan net income in this plan year2025-06-0636027
Net assets as of the end of the plan year2025-06-06136974
Net assets as of the beginning of the plan year2025-06-06100947
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-06579
2024 : J & R SHEET METAL, INC. PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-202953
Net assets as of the end of the plan year2024-06-20100947
Total assets as of the beginning of the plan year2024-06-2060764
Value of plan covered by a fidelity bond2024-06-207000
Participant contributions to plan in this plan year2024-06-2029522
Value of participant loans at end of plan year2024-06-201476
Other income to plan in this plan year2024-06-2013614
Plan net income in this plan year2024-06-2040183
Net assets as of the end of the plan year2024-06-20100947
Net assets as of the beginning of the plan year2024-06-2060764
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-20463
2022 : J & R SHEET METAL, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-109422
Net assets as of the end of the plan year2022-06-1045866
Total assets as of the beginning of the plan year2022-06-1023648
Value of plan covered by a fidelity bond2022-06-103000
Participant contributions to plan in this plan year2022-06-1026685
Other income to plan in this plan year2022-06-104955
Plan net income in this plan year2022-06-1022218
Net assets as of the end of the plan year2022-06-1045866
Net assets as of the beginning of the plan year2022-06-1023648
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-10272

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