401k Plan data: J COBALT GROUP, LLC CASH BALANCE PLAN plan

J COBALT GROUP, LLC CASH BALANCE PLAN 401k Plan overview

Plan Name	J COBALT GROUP, LLC CASH BALANCE PLAN
Plan identification number	002

J COBALT GROUP, LLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
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 COBALT GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: J COBALT GROUP, LLC

Employer identification number (EIN): 412263927

NAIC Classification: 561900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J COBALT GROUP, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 WILLIAM T. HARRIS, III WILLIAM T. HARRIS, III 2018-07-05

Plan Statistics for J COBALT GROUP, LLC CASH BALANCE PLAN

401k plan membership statisitcs for J COBALT GROUP, LLC CASH BALANCE PLAN

Measure Date Value
2021: J COBALT GROUP, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,766,178
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 2,399,745
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 2,399,745
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 2,399,745
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Present value of excess contributions 2021-12-31 337,789
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 337,789
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 800,000
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 757,052
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 543,951
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 177,518
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 177,518
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 757,052
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
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 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: J COBALT GROUP, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,120,645
Acturial value of plan assets 2020-12-31 2,120,645
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,844,919
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 1,844,919
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 1,844,919
Present value of excess contributions 2020-12-31 230,546
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 230,546
Total employer contributions 2020-12-31 660,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 645,451
Minimum required contributions for current year target normal cost 2020-12-31 583,388
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 307,662
Additional cash requirement 2020-12-31 307,662
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 645,451
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
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 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: J COBALT GROUP, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,167,034
Acturial value of plan assets 2019-12-31 1,167,034
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,131,184
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 1,131,184
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 1,131,184
Present value of excess contributions 2019-12-31 488
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 488
Total employer contributions 2019-12-31 881,757
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 842,029
Minimum required contributions for current year target normal cost 2019-12-31 647,333
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 611,483
Additional cash requirement 2019-12-31 611,483
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 842,029
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: J COBALT GROUP, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 305,923
Acturial value of plan assets 2018-12-31 305,923
Active participant vested funding target 2018-12-31 330,736
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 330,736
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 330,736
Present value of excess contributions 2018-12-31 2,421
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 2,421
Total employer contributions 2018-12-31 792,809
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 772,039
Minimum required contributions for current year target normal cost 2018-12-31 767,500
Net shortfall amortization installment of oustanding balance 2018-12-31 24,813
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 771,551
Additional cash requirement 2018-12-31 771,551
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 772,039
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: J COBALT GROUP, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 96,540
Acturial value of plan assets 2017-12-31 96,540
Active participant vested funding target 2017-12-31 91,103
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 91,103
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 91,103
Present value of excess contributions 2017-12-31 63
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 63
Total employer contributions 2017-12-31 224,563
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 226,984
Minimum required contributions for current year target normal cost 2017-12-31 230,000
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 224,563
Additional cash requirement 2017-12-31 224,563
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 226,984
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2021: J COBALT GROUP, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,766,178
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	2,399,745
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	2,399,745
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	2,399,745
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Present value of excess contributions	2021-12-31	337,789
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	337,789
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	800,000
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	757,052
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	543,951
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	177,518
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	177,518
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	757,052
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
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	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: J COBALT GROUP, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,120,645
Acturial value of plan assets	2020-12-31	2,120,645
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,844,919
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	1,844,919
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	1,844,919
Present value of excess contributions	2020-12-31	230,546
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	230,546
Total employer contributions	2020-12-31	660,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	645,451
Minimum required contributions for current year target normal cost	2020-12-31	583,388
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	307,662
Additional cash requirement	2020-12-31	307,662
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	645,451
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
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	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: J COBALT GROUP, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,167,034
Acturial value of plan assets	2019-12-31	1,167,034
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,131,184
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	1,131,184
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	1,131,184
Present value of excess contributions	2019-12-31	488
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	488
Total employer contributions	2019-12-31	881,757
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	842,029
Minimum required contributions for current year target normal cost	2019-12-31	647,333
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	611,483
Additional cash requirement	2019-12-31	611,483
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	842,029
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: J COBALT GROUP, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	305,923
Acturial value of plan assets	2018-12-31	305,923
Active participant vested funding target	2018-12-31	330,736
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	330,736
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	330,736
Present value of excess contributions	2018-12-31	2,421
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	2,421
Total employer contributions	2018-12-31	792,809
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	772,039
Minimum required contributions for current year target normal cost	2018-12-31	767,500
Net shortfall amortization installment of oustanding balance	2018-12-31	24,813
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	771,551
Additional cash requirement	2018-12-31	771,551
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	772,039
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: J COBALT GROUP, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	96,540
Acturial value of plan assets	2017-12-31	96,540
Active participant vested funding target	2017-12-31	91,103
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	91,103
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	91,103
Present value of excess contributions	2017-12-31	63
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	63
Total employer contributions	2017-12-31	224,563
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	226,984
Minimum required contributions for current year target normal cost	2017-12-31	230,000
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	224,563
Additional cash requirement	2017-12-31	224,563
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	226,984
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on J COBALT GROUP, LLC CASH BALANCE PLAN

Measure	Date	Value
2021 : J COBALT GROUP, LLC CASH BALANCE PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$969,348
Expenses. Total of all expenses incurred	2021-12-31	$23,264
Total plan assets at end of year	2021-12-31	$3,726,729
Total plan assets at beginning of year	2021-12-31	$2,780,645
Other income received	2021-12-31	$169,348
Net income (gross income less expenses)	2021-12-31	$946,084
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,726,729
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,780,645
Total contributions received or receivable from employer(s)	2021-12-31	$800,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$23,264
2020 : J COBALT GROUP, LLC CASH BALANCE PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$747,364
Expenses. Total of all expenses incurred	2020-12-31	$15,510
Total plan assets at end of year	2020-12-31	$2,780,645
Total plan assets at beginning of year	2020-12-31	$2,048,791
Other income received	2020-12-31	$87,364
Net income (gross income less expenses)	2020-12-31	$731,854
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,780,645
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,048,791
Total contributions received or receivable from employer(s)	2020-12-31	$660,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$15,510
2019 : J COBALT GROUP, LLC CASH BALANCE PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$954,535
Expenses. Total of all expenses incurred	2019-12-31	$4,476
Total plan assets at end of year	2019-12-31	$2,048,791
Total plan assets at beginning of year	2019-12-31	$1,098,732
Other income received	2019-12-31	$72,778
Net income (gross income less expenses)	2019-12-31	$950,059
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,048,791
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,098,732
Total contributions received or receivable from employer(s)	2019-12-31	$881,757
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,476
2018 : J COBALT GROUP, LLC CASH BALANCE PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$778,947
Expenses. Total of all expenses incurred	2018-12-31	$4,052
Total plan assets at end of year	2018-12-31	$1,098,732
Total plan assets at beginning of year	2018-12-31	$323,837
Other income received	2018-12-31	$-13,862
Net income (gross income less expenses)	2018-12-31	$774,895
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,098,732
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$323,837
Total contributions received or receivable from employer(s)	2018-12-31	$792,809
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$4,052
2017 : J COBALT GROUP, LLC CASH BALANCE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$325,520
Expenses. Total of all expenses incurred	2017-12-31	$1,683
Total plan assets at end of year	2017-12-31	$323,837
Total plan assets at beginning of year	2017-12-31	$0
Other income received	2017-12-31	$11,227
Net income (gross income less expenses)	2017-12-31	$323,837
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$323,837
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$314,293
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,683

Form 5500 Responses for J COBALT GROUP, LLC CASH BALANCE PLAN

2021: J COBALT GROUP, LLC CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: J COBALT GROUP, LLC CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: J COBALT GROUP, LLC CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: J COBALT GROUP, LLC CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: J COBALT GROUP, LLC CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	J COBALT GROUP, LLC
Employer identification number (EIN):	412263927
NAIC Classification:	561900