Logo

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

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

EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 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).
  • 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 SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01PETER VAN ERKEL2022-04-22 PETER VAN ERKEL2022-04-22
0032020-01-01PETER VAN ERKEL2021-03-11 PETER VAN ERKEL2021-03-11
0032019-01-01PETER VAN ERKEL2020-04-08 PETER VAN ERKEL2020-04-08
0032018-01-01PETER VAN ERKEL2019-06-27 PETER VAN ERKEL2019-06-27
0032017-01-01PETER VAN ERKEL2018-07-19
0032016-01-01PETER VAN ERKEL2017-07-26
0032015-01-01ANDREW BERNAU2016-07-21 ANDREW BERNAU2016-07-21
0032014-01-01ANDREW BERNAU2015-07-15 ANDREW BERNAU2015-07-15
0032013-01-01ANDREW BERNAU2014-07-02 ANDREW BERNAU2014-07-02
0032012-01-01ANDREW BERNAU ANDREW BERNAU2013-07-30
0032011-01-01ANDREW BERNAU2012-07-27
0032009-01-01LANCE SKOV
0032009-01-01LANCE SKOV
0032009-01-012010-07-22
0032009-01-012010-07-22
0032009-01-01LANCE SKOV

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

Measure Date Value
2025 : EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-28132078
Net assets as of the end of the plan year2025-07-283317863
Total assets as of the beginning of the plan year2025-07-283006589
Value of plan covered by a fidelity bond2025-07-28300000
Participant contributions to plan in this plan year2025-07-2882500
Other income to plan in this plan year2025-07-28254327
Plan net income in this plan year2025-07-28311274
Net assets as of the end of the plan year2025-07-283317863
Net assets as of the beginning of the plan year2025-07-283006589
Employer contributions to plan in this plan year2025-07-28106525
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2824132
2024 : EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0644402
Net assets as of the end of the plan year2024-10-063006589
Total assets as of the beginning of the plan year2024-10-062515431
Value of plan covered by a fidelity bond2024-10-06300000
Participant contributions to plan in this plan year2024-10-0682500
Other income to plan in this plan year2024-10-06344608
Plan net income in this plan year2024-10-06491158
Net assets as of the end of the plan year2024-10-063006589
Net assets as of the beginning of the plan year2024-10-062515431
Employer contributions to plan in this plan year2024-10-06108452
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0621321
2022 : EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-225184
Net assets as of the end of the plan year2022-04-224385586
Total assets as of the beginning of the plan year2022-04-223565298
Value of plan covered by a fidelity bond2022-04-22300000
Participant contributions to plan in this plan year2022-04-2271500
Other expenses paid from plan in this plan year2022-04-220
Other income to plan in this plan year2022-04-22663896
Plan net income in this plan year2022-04-22820288
Net assets as of the end of the plan year2022-04-224385586
Net assets as of the beginning of the plan year2022-04-223565298
Employer contributions to plan in this plan year2022-04-2290076
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-2275
2015 : EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2015 401k financial data
Total income from all sources2015-12-31$87,542
Expenses. Total of all expenses incurred2015-12-31$12,925
Total plan assets at end of year2015-12-31$1,926,233
Total plan assets at beginning of year2015-12-31$1,851,616
Expenses. Other expenses not covered elsewhere2015-12-31$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 sources2014-12-31$197,870
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$1,851,616
Total plan assets at beginning of year2014-12-31$1,653,746
Other income received2014-12-31$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 sources2013-12-31$391,571
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,653,746
Total plan assets at beginning of year2013-12-31$1,262,175
Other income received2013-12-31$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 sources2012-12-31$229,223
Total plan assets at end of year2012-12-31$1,262,175
Total plan assets at beginning of year2012-12-31$1,032,952
Other income received2012-12-31$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 sources2011-12-31$71,789
Expenses. Total of all expenses incurred2011-12-31$6,926
Total plan assets at end of year2011-12-31$1,032,952
Total plan assets at beginning of year2011-12-31$968,089
Expenses. Other expenses not covered elsewhere2011-12-31$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 sources2010-12-31$164,144
Expenses. Total of all expenses incurred2010-12-31$303,190
Benefits paid (including direct rollovers)2010-12-31$303,190
Total plan assets at end of year2010-12-31$968,089
Total plan assets at beginning of year2010-12-31$1,107,135
Other income received2010-12-31$104,723
Net income (gross income less expenses)2010-12-31$-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
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EDWARD JONES & CO PROTOTYPE PROFIT SHARING PLAN & CUSTODIAL ACCOUNT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1