401k Plan data: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN plan

JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN
Plan identification number	001

JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

JOSEPH ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH ENTERPRISES, INC.

Employer identification number (EIN): 391745791

NAIC Classification: 446130
NAIC Description: Optical Goods Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 TOM VIERLING 2018-09-24
001 2016-01-01 LAWRENCE WEISBROD LAWRENCE WEISBROD 2017-05-23
001 2015-01-01 TOM VIERLING
001 2015-01-01 LAWRENCE WEISBROD 2018-01-11
001 2014-01-01 THOMAS VIERLING
001 2013-01-01 THOMAS VIERLING
001 2012-01-01 THOMAS VIERLING
001 2011-01-01 THOMAS VIERLING
001 2010-01-01 THOMAS VIERLING
001 2009-01-01 CHIP WEISBROD 2010-06-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	TOM VIERLING	2018-09-24
001	2016-01-01	LAWRENCE WEISBROD		LAWRENCE WEISBROD	2017-05-23
001	2015-01-01	TOM VIERLING
001	2015-01-01			LAWRENCE WEISBROD	2018-01-11
001	2014-01-01	THOMAS VIERLING
001	2013-01-01	THOMAS VIERLING
001	2012-01-01	THOMAS VIERLING
001	2011-01-01	THOMAS VIERLING
001	2010-01-01	THOMAS VIERLING
001	2009-01-01	CHIP WEISBROD	2010-06-28

Plan Statistics for JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 1
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2016: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	1
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$31,913
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$240,028
Total plan assets at beginning of year	2016-12-31	$208,115
Total contributions received or receivable from participants	2016-12-31	$12,957
Other income received	2016-12-31	$11,824
Net income (gross income less expenses)	2016-12-31	$31,913
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$240,028
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$208,115
Total contributions received or receivable from employer(s)	2016-12-31	$7,132
2015 : JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$25,506
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$208,115
Total plan assets at beginning of year	2015-12-31	$182,609
Total contributions received or receivable from participants	2015-12-31	$14,498
Other income received	2015-12-31	$1,067
Net income (gross income less expenses)	2015-12-31	$25,506
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$208,115
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$182,609
Total contributions received or receivable from employer(s)	2015-12-31	$9,941
2014 : JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$34,699
Total plan assets at end of year	2014-12-31	$182,609
Total plan assets at beginning of year	2014-12-31	$147,910
Total contributions received or receivable from participants	2014-12-31	$14,109
Other income received	2014-12-31	$14,422
Net income (gross income less expenses)	2014-12-31	$34,699
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$182,609
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$147,910
Total contributions received or receivable from employer(s)	2014-12-31	$6,168
2013 : JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$50,647
Total plan assets at end of year	2013-12-31	$147,910
Total plan assets at beginning of year	2013-12-31	$97,263
Total contributions received or receivable from participants	2013-12-31	$12,622
Other income received	2013-12-31	$32,350
Net income (gross income less expenses)	2013-12-31	$50,647
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$147,910
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$97,263
Total contributions received or receivable from employer(s)	2013-12-31	$5,675
2012 : JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$27,276
Total plan assets at end of year	2012-12-31	$97,263
Total plan assets at beginning of year	2012-12-31	$69,987
Total contributions received or receivable from participants	2012-12-31	$9,263
Other income received	2012-12-31	$13,528
Net income (gross income less expenses)	2012-12-31	$27,276
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$97,263
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$69,987
Total contributions received or receivable from employer(s)	2012-12-31	$4,485
2011 : JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$7,877
Total plan assets at end of year	2011-12-31	$69,987
Total plan assets at beginning of year	2011-12-31	$62,110
Total contributions received or receivable from participants	2011-12-31	$13,316
Other income received	2011-12-31	$-5,439
Net income (gross income less expenses)	2011-12-31	$7,877
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$69,987
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$62,110
2010 : JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$11,269
Total plan assets at end of year	2010-12-31	$62,110
Total plan assets at beginning of year	2010-12-31	$50,841
Total contributions received or receivable from participants	2010-12-31	$7,048
Other income received	2010-12-31	$4,221
Net income (gross income less expenses)	2010-12-31	$11,269
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$62,110
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$50,841

Form 5500 Responses for JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN

2016: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOSEPH ENTERPRISE INC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOSEPH ENTERPRISES, INC.
Employer identification number (EIN):	391745791
NAIC Classification:	446130
NAIC Description:	Optical Goods Stores