J & D SALES, INC. OF EAU CLAIRE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J & D SALES, INC. OF EAU CLAIRE 401(K) PLAN
401k plan membership statisitcs for J & D SALES, INC. OF EAU CLAIRE 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: J & D SALES, INC. OF EAU CLAIRE 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-31 | 77 |
| Total number of particpants at end of year | 2025-07-31 | 65 |
| Number of Participants With Account Balances | 2025-07-31 | 60 |
| 2023: J & D SALES, INC. OF EAU CLAIRE 401(K) PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 66 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 11 |
| Total of all active and inactive participants | 2023-01-01 | 77 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 77 |
| Number of participants with account balances | 2023-01-01 | 72 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 3 |
| 2022: J & D SALES, INC. OF EAU CLAIRE 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 62 |
| 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 | 10 |
| Total of all active and inactive participants | 2022-01-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 72 |
| Number of participants with account balances | 2022-01-01 | 69 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 8 |
| 2021: J & D SALES, INC. OF EAU CLAIRE 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 58 |
| 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 | 11 |
| Total of all active and inactive participants | 2021-01-01 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 69 |
| Number of participants with account balances | 2021-01-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 12 |
| 2020: J & D SALES, INC. OF EAU CLAIRE 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 57 |
| 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 | 13 |
| Total of all active and inactive participants | 2020-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 70 |
| Number of participants with account balances | 2020-01-01 | 66 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2009: J & D SALES, INC. OF EAU CLAIRE 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 39 |
| 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 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 46 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 46 |
| Number of participants with account balances | 2009-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2025 : J & D SALES, INC. OF EAU CLAIRE 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-31 | 589030 |
| Net assets as of the end of the plan year | 2025-07-31 | 4949354 |
| Total assets as of the beginning of the plan year | 2025-07-31 | 4363737 |
| Value of plan covered by a fidelity bond | 2025-07-31 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-31 | 423695 |
| Other expenses paid from plan in this plan year | 2025-07-31 | 0 |
| Other contributions to plan in this plan year | 2025-07-31 | 46463 |
| Other income to plan in this plan year | 2025-07-31 | 551342 |
| Plan net income in this plan year | 2025-07-31 | 585617 |
| Net assets as of the end of the plan year | 2025-07-31 | 4949354 |
| Net assets as of the beginning of the plan year | 2025-07-31 | 4363737 |
| Employer contributions to plan in this plan year | 2025-07-31 | 153147 |
| Fees paid to broker by Benefit Provider | 2025-07-31 | 14129 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-31 | 21267 |
| 2023 : J & D SALES, INC. OF EAU CLAIRE 401(K) PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,331,127 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $234,008 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $207,634 |
| Total plan assets at end of year | 2023-12-31 | $4,363,737 |
| Total plan assets at beginning of year | 2023-12-31 | $3,266,618 |
| Value of fidelity bond covering the plan | 2023-12-31 | $365,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $424,495 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $134,536 |
| Other income received | 2023-12-31 | $616,357 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,097,119 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,363,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,266,618 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $155,739 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $26,374 |
| 2022 : J & D SALES, INC. OF EAU CLAIRE 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-176,289 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $195,204 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $168,312 |
| Total plan assets at end of year | 2022-12-31 | $3,266,618 |
| Total plan assets at beginning of year | 2022-12-31 | $3,638,111 |
| Value of fidelity bond covering the plan | 2022-12-31 | $365,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $398,264 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $34,787 |
| Other income received | 2022-12-31 | $-738,192 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-371,493 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,266,618 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,638,111 |
| Assets. Value of participant loans | 2022-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $128,852 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $26,892 |
| 2021 : J & D SALES, INC. OF EAU CLAIRE 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 | $10,512 |
| Total income from all sources | 2021-12-31 | $900,585 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $762,500 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $735,625 |
| Total plan assets at end of year | 2021-12-31 | $3,638,111 |
| Total plan assets at beginning of year | 2021-12-31 | $3,510,538 |
| Value of fidelity bond covering the plan | 2021-12-31 | $365,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $350,524 |
| 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 | $423,963 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $138,085 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,638,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,500,026 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $126,098 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $303 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $26,572 |
| 2020 : J & D SALES, INC. OF EAU CLAIRE 401(K) PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $10,512 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,236,702 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $420,137 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $399,359 |
| Total plan assets at end of year | 2020-12-31 | $3,510,538 |
| Total plan assets at beginning of year | 2020-12-31 | $2,683,461 |
| Value of fidelity bond covering the plan | 2020-12-31 | $365,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $250,436 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $281,630 |
| Other income received | 2020-12-31 | $633,754 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $816,565 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,500,026 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,683,461 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $70,882 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $20,778 |
| 2009 : J & D SALES, INC. OF EAU CLAIRE 401(K) PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2023: J & D SALES, INC. OF EAU CLAIRE 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: J & D SALES, INC. OF EAU CLAIRE 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 – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: J & D SALES, INC. OF EAU CLAIRE 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 – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: J & D SALES, INC. OF EAU CLAIRE 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 – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: J & D SALES, INC. OF EAU CLAIRE 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
