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J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 401k Plan overview

Plan NameJ & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN
Plan identification number 001

J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

J & J MANAGEMENT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:J & J MANAGEMENT SERVICES, INC.
Employer identification number (EIN):431725668
NAIC Classification:541219
NAIC Description:Other Accounting Services

Additional information about J & J MANAGEMENT SERVICES, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1991-08-30
Company Identification Number: 601338399
Legal Registered Office Address: 3703 SW 319TH ST

FEDERAL WAY
United States of America (USA)
980232154

More information about J & J MANAGEMENT SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS YEAROUT2018-07-05 THOMAS YEAROUT2018-07-05
0012016-01-01THOMAS YEAROUT THOMAS YEAROUT2017-07-21
0012015-01-01THOMAS YEAROUT2016-04-15 THOMAS YEAROUT2016-04-15
0012014-01-01THOMAS YEAROUT2015-04-27 THOMAS YEAROUT2015-04-27
0012013-01-01THOMAS YEAROUT2014-04-25 THOMAS YEAROUT2014-04-25
0012012-01-01THOMAS YEAROUT2013-10-14 THOMAS YEAROUT2013-10-14
0012011-01-01JAMES E. REYNOLDS2012-10-12 JAMES E. REYNOLDS2012-10-12
0012009-01-01 JAMES REYNOLDS2010-10-10
0012009-01-01JAMES REYNOLDS

Plan Statistics for J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN

401k plan membership statisitcs for J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2022: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110
Total number of active participants reported on line 7a of the Form 55002022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-0112
Total participants2022-01-0112
Number of participants with account balances2022-01-0112
2021: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-0110
Total of all active and inactive participants2021-01-0110
Total participants2021-01-0110
Number of participants with account balances2021-01-0110
2020: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Total of all active and inactive participants2020-01-0111
Total participants2020-01-0111
Number of participants with account balances2020-01-0111
2019: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110
Total number of active participants reported on line 7a of the Form 55002019-01-0110
Total of all active and inactive participants2019-01-0110
Total participants2019-01-0110
Number of participants with account balances2019-01-0110
2018: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-0110
Total of all active and inactive participants2018-01-0110
Total participants2018-01-0110
Number of participants with account balances2018-01-0110
2017: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0110
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
2016: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-019
Total of all active and inactive participants2016-01-019
Total participants2016-01-019
Number of participants with account balances2016-01-019
2015: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-019
Total of all active and inactive participants2015-01-019
Total participants2015-01-019
Number of participants with account balances2015-01-019
2014: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-018
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-018
2013: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-019
Total of all active and inactive participants2013-01-019
Total participants2013-01-019
Number of participants with account balances2013-01-019
2012: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Total of all active and inactive participants2012-01-0110
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
2011: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-019
Total of all active and inactive participants2011-01-019
Total participants2011-01-019
Number of participants with account balances2011-01-019
2009: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Total of all active and inactive participants2009-01-018
Total participants2009-01-018
Number of participants with account balances2009-01-018

Financial Data on J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2022 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,081,389
Expenses. Total of all expenses incurred2022-12-31$2,262,148
Benefits paid (including direct rollovers)2022-12-31$2,262,148
Total plan assets at end of year2022-12-31$5,968,262
Total plan assets at beginning of year2022-12-31$9,311,799
Value of fidelity bond covering the plan2022-12-31$20,000
Other income received2022-12-31$-1,492,733
Net income (gross income less expenses)2022-12-31$-3,343,537
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,968,262
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$9,311,799
Total contributions received or receivable from employer(s)2022-12-31$411,344
2021 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,383,162
Expenses. Total of all expenses incurred2021-12-31$16,366
Benefits paid (including direct rollovers)2021-12-31$16,366
Total plan assets at end of year2021-12-31$9,311,799
Total plan assets at beginning of year2021-12-31$7,945,003
Value of fidelity bond covering the plan2021-12-31$20,000
Other income received2021-12-31$1,010,140
Net income (gross income less expenses)2021-12-31$1,366,796
Net plan assets at end of year (total assets less liabilities)2021-12-31$9,311,799
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$7,945,003
Total contributions received or receivable from employer(s)2021-12-31$373,022
2020 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,056,094
Expenses. Total of all expenses incurred2020-12-31$4,567
Benefits paid (including direct rollovers)2020-12-31$4,567
Total plan assets at end of year2020-12-31$7,945,003
Total plan assets at beginning of year2020-12-31$6,893,476
Value of fidelity bond covering the plan2020-12-31$20,000
Other income received2020-12-31$698,724
Net income (gross income less expenses)2020-12-31$1,051,527
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,945,003
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,893,476
Assets. Value of participant loans2020-12-31$17,403
Total contributions received or receivable from employer(s)2020-12-31$357,370
2019 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,412,804
Expenses. Total of all expenses incurred2019-12-31$99,204
Benefits paid (including direct rollovers)2019-12-31$99,204
Total plan assets at end of year2019-12-31$6,893,476
Total plan assets at beginning of year2019-12-31$5,579,876
Value of fidelity bond covering the plan2019-12-31$20,000
Other income received2019-12-31$1,075,846
Net income (gross income less expenses)2019-12-31$1,313,600
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,893,476
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,579,876
Assets. Value of participant loans2019-12-31$29,203
Total contributions received or receivable from employer(s)2019-12-31$336,958
2018 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-24,645
Expenses. Total of all expenses incurred2018-12-31$378,906
Benefits paid (including direct rollovers)2018-12-31$378,906
Total plan assets at end of year2018-12-31$5,579,876
Total plan assets at beginning of year2018-12-31$5,983,427
Value of fidelity bond covering the plan2018-12-31$20,000
Other income received2018-12-31$-351,070
Net income (gross income less expenses)2018-12-31$-403,551
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,579,876
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,983,427
Assets. Value of participant loans2018-12-31$10,383
Total contributions received or receivable from employer(s)2018-12-31$326,425
2017 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,079,514
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$5,983,427
Total plan assets at beginning of year2017-12-31$4,903,913
Value of fidelity bond covering the plan2017-12-31$20,000
Other income received2017-12-31$781,402
Net income (gross income less expenses)2017-12-31$1,079,514
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,983,427
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,903,913
Assets. Value of participant loans2017-12-31$16,423
Total contributions received or receivable from employer(s)2017-12-31$298,112
2016 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$638,782
Expenses. Total of all expenses incurred2016-12-31$30,670
Benefits paid (including direct rollovers)2016-12-31$30,670
Total plan assets at end of year2016-12-31$4,903,913
Total plan assets at beginning of year2016-12-31$4,295,801
Value of fidelity bond covering the plan2016-12-31$20,000
Other income received2016-12-31$336,115
Net income (gross income less expenses)2016-12-31$608,112
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,903,913
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,295,801
Assets. Value of participant loans2016-12-31$22,334
Total contributions received or receivable from employer(s)2016-12-31$302,667
2015 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$248,789
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$4,295,801
Total plan assets at beginning of year2015-12-31$4,047,012
Value of fidelity bond covering the plan2015-12-31$20,000
Other income received2015-12-31$-53,735
Net income (gross income less expenses)2015-12-31$248,789
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,295,801
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,047,012
Assets. Value of participant loans2015-12-31$28,120
Total contributions received or receivable from employer(s)2015-12-31$302,524
2014 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$517,006
Expenses. Total of all expenses incurred2014-12-31$444,168
Benefits paid (including direct rollovers)2014-12-31$444,168
Total plan assets at end of year2014-12-31$4,047,012
Total plan assets at beginning of year2014-12-31$3,974,174
Value of fidelity bond covering the plan2014-12-31$20,000
Other income received2014-12-31$222,964
Net income (gross income less expenses)2014-12-31$72,838
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,047,012
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,974,174
Assets. Value of participant loans2014-12-31$11,677
Total contributions received or receivable from employer(s)2014-12-31$294,042
2013 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$693,687
Expenses. Total of all expenses incurred2013-12-31$1,097,139
Benefits paid (including direct rollovers)2013-12-31$1,097,139
Total plan assets at end of year2013-12-31$3,974,174
Total plan assets at beginning of year2013-12-31$4,377,626
Value of fidelity bond covering the plan2013-12-31$20,000
Other income received2013-12-31$403,662
Net income (gross income less expenses)2013-12-31$-403,452
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,974,174
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,377,626
Total contributions received or receivable from employer(s)2013-12-31$290,025
2012 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$714,421
Total plan assets at end of year2012-12-31$4,377,626
Total plan assets at beginning of year2012-12-31$3,663,205
Value of fidelity bond covering the plan2012-12-31$20,000
Other income received2012-12-31$413,182
Net income (gross income less expenses)2012-12-31$714,421
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,377,626
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,663,205
Total contributions received or receivable from employer(s)2012-12-31$301,239
2011 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$353,647
Total plan assets at end of year2011-12-31$3,663,205
Total plan assets at beginning of year2011-12-31$3,309,558
Value of fidelity bond covering the plan2011-12-31$20,000
Other income received2011-12-31$83,787
Net income (gross income less expenses)2011-12-31$353,647
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,663,205
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,309,558
Total contributions received or receivable from employer(s)2011-12-31$269,860
2010 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$615,912
Total plan assets at end of year2010-12-31$3,309,558
Total plan assets at beginning of year2010-12-31$2,693,646
Value of fidelity bond covering the plan2010-12-31$20,000
Other income received2010-12-31$388,208
Net income (gross income less expenses)2010-12-31$615,912
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,309,558
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,693,646
Total contributions received or receivable from employer(s)2010-12-31$227,704

Form 5500 Responses for J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN

2022: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 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: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 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: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 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: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 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: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

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