401k Plan data: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT plan

EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 401k Plan overview

Plan Name	EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT
Plan identification number	003

EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 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).
Money purchase (other than target benefit)
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

VAN ERKEL FARMS, INC. has sponsored the creation of one or more 401k plans.

Company Name: VAN ERKEL FARMS, INC.

Employer identification number (EIN): 411472500

NAIC Classification: 111210
NAIC Description: Vegetable and Melon Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01 PETER VAN ERKEL 2022-04-22 PETER VAN ERKEL 2022-04-22
003 2020-01-01 PETER VAN ERKEL 2021-03-11 PETER VAN ERKEL 2021-03-11
003 2019-01-01 PETER VAN ERKEL 2020-04-08 PETER VAN ERKEL 2020-04-08
003 2018-01-01 PETER VAN ERKEL 2019-06-27 PETER VAN ERKEL 2019-06-27
003 2017-01-01 PETER VAN ERKEL 2018-07-19
003 2016-01-01 PETER VAN ERKEL 2017-07-26
003 2015-01-01 ANDREW BERNAU 2016-07-21 ANDREW BERNAU 2016-07-21
003 2014-01-01 ANDREW BERNAU 2015-07-15 ANDREW BERNAU 2015-07-15
003 2013-01-01 ANDREW BERNAU 2014-07-02 ANDREW BERNAU 2014-07-02
003 2012-01-01 ANDREW BERNAU ANDREW BERNAU 2013-07-30
003 2011-01-01 ANDREW BERNAU 2012-07-27
003 2009-01-01 LANCE SKOV
003 2009-01-01 LANCE SKOV
003 2009-01-01 2010-07-22
003 2009-01-01 2010-07-22
003 2009-01-01 LANCE SKOV

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01	PETER VAN ERKEL	2022-04-22	PETER VAN ERKEL	2022-04-22
003	2020-01-01	PETER VAN ERKEL	2021-03-11	PETER VAN ERKEL	2021-03-11
003	2019-01-01	PETER VAN ERKEL	2020-04-08	PETER VAN ERKEL	2020-04-08
003	2018-01-01	PETER VAN ERKEL	2019-06-27	PETER VAN ERKEL	2019-06-27
003	2017-01-01	PETER VAN ERKEL	2018-07-19
003	2016-01-01	PETER VAN ERKEL	2017-07-26
003	2015-01-01	ANDREW BERNAU	2016-07-21	ANDREW BERNAU	2016-07-21
003	2014-01-01	ANDREW BERNAU	2015-07-15	ANDREW BERNAU	2015-07-15
003	2013-01-01	ANDREW BERNAU	2014-07-02	ANDREW BERNAU	2014-07-02
003	2012-01-01	ANDREW BERNAU		ANDREW BERNAU	2013-07-30
003	2011-01-01	ANDREW BERNAU	2012-07-27
003	2009-01-01	LANCE SKOV
003	2009-01-01	LANCE SKOV
003	2009-01-01		2010-07-22
003	2009-01-01		2010-07-22
003	2009-01-01	LANCE SKOV

Plan Statistics for EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT

401k plan membership statisitcs for EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT

Measure Date Value
2015: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Total of all active and inactive participants 2015-01-01 7
Total participants 2015-01-01 7
2014: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
2013: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 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 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 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 4
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 0
Total of all active and inactive participants 2012-01-01 4
Total participants 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: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2015: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Total of all active and inactive participants	2015-01-01	7
Total participants	2015-01-01	7
2014: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
2013: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 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	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 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	4
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	0
Total of all active and inactive participants	2012-01-01	4
Total participants	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: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT

Measure	Date	Value
2015 : EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2015 401k financial data
Total income from all sources	2015-12-31	$87,542
Expenses. Total of all expenses incurred	2015-12-31	$12,925
Total plan assets at end of year	2015-12-31	$1,926,233
Total plan assets at beginning of year	2015-12-31	$1,851,616
Expenses. Other expenses not covered elsewhere	2015-12-31	$12,925
Net income (gross income less expenses)	2015-12-31	$74,617
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,926,233
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,851,616
Total contributions received or receivable from employer(s)	2015-12-31	$87,542
2014 : EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2014 401k financial data
Total income from all sources	2014-12-31	$197,870
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,851,616
Total plan assets at beginning of year	2014-12-31	$1,653,746
Other income received	2014-12-31	$120,293
Net income (gross income less expenses)	2014-12-31	$197,870
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,851,616
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,653,746
Total contributions received or receivable from employer(s)	2014-12-31	$77,577
2013 : EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2013 401k financial data
Total income from all sources	2013-12-31	$391,571
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,653,746
Total plan assets at beginning of year	2013-12-31	$1,262,175
Other income received	2013-12-31	$313,266
Net income (gross income less expenses)	2013-12-31	$391,571
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,653,746
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,262,175
Total contributions received or receivable from employer(s)	2013-12-31	$78,305
2012 : EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2012 401k financial data
Total income from all sources	2012-12-31	$229,223
Total plan assets at end of year	2012-12-31	$1,262,175
Total plan assets at beginning of year	2012-12-31	$1,032,952
Other income received	2012-12-31	$155,356
Net income (gross income less expenses)	2012-12-31	$229,223
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,262,175
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,032,952
Total contributions received or receivable from employer(s)	2012-12-31	$73,867
2011 : EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2011 401k financial data
Total income from all sources	2011-12-31	$71,789
Expenses. Total of all expenses incurred	2011-12-31	$6,926
Total plan assets at end of year	2011-12-31	$1,032,952
Total plan assets at beginning of year	2011-12-31	$968,089
Expenses. Other expenses not covered elsewhere	2011-12-31	$6,926
Net income (gross income less expenses)	2011-12-31	$64,863
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,032,952
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$968,089
Total contributions received or receivable from employer(s)	2011-12-31	$71,789
2010 : EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2010 401k financial data
Total income from all sources	2010-12-31	$164,144
Expenses. Total of all expenses incurred	2010-12-31	$303,190
Benefits paid (including direct rollovers)	2010-12-31	$303,190
Total plan assets at end of year	2010-12-31	$968,089
Total plan assets at beginning of year	2010-12-31	$1,107,135
Other income received	2010-12-31	$104,723
Net income (gross income less expenses)	2010-12-31	$-139,046
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$968,089
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,107,135
Total contributions received or receivable from employer(s)	2010-12-31	$59,421

Form 5500 Responses for EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT

2015: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 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: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 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: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 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: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 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: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 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: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

Potentially related plans

EDWARD JONES DEFINED CONTRIBUTION PROTOTYPE PLAN & TRUST [EIN = 341526412]

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Company Name:	VAN ERKEL FARMS, INC.
Employer identification number (EIN):	411472500
NAIC Classification:	111210
NAIC Description:	Vegetable and Melon Farming