J & J MANAGEMENT SERVICES, INC. has sponsored the creation of one or more 401k plans.
Additional information about J & J MANAGEMENT SERVICES, INC.
Submission information for form 5500 for 401k plan J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-25 | 16510 |
| Net assets as of the end of the plan year | 2025-07-25 | 8545833 |
| Total assets as of the beginning of the plan year | 2025-07-25 | 7272875 |
| Value of plan covered by a fidelity bond | 2025-07-25 | 500000 |
| Value of participant loans at end of plan year | 2025-07-25 | 32258 |
| Other income to plan in this plan year | 2025-07-25 | 811705 |
| Plan net income in this plan year | 2025-07-25 | 1272958 |
| Net assets as of the end of the plan year | 2025-07-25 | 8545833 |
| Net assets as of the beginning of the plan year | 2025-07-25 | 7272875 |
| Employer contributions to plan in this plan year | 2025-07-25 | 477763 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-25 | 16510 |
| 2024 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-04-17 | 39871 |
| Net assets as of the end of the plan year | 2024-04-17 | 7272875 |
| Total assets as of the beginning of the plan year | 2024-04-17 | 5968262 |
| Value of plan covered by a fidelity bond | 2024-04-17 | 20000 |
| Value of participant loans at end of plan year | 2024-04-17 | 40563 |
| Other income to plan in this plan year | 2024-04-17 | 966442 |
| Plan net income in this plan year | 2024-04-17 | 1304613 |
| Net assets as of the end of the plan year | 2024-04-17 | 7272875 |
| Net assets as of the beginning of the plan year | 2024-04-17 | 5968262 |
| Employer contributions to plan in this plan year | 2024-04-17 | 378042 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-17 | 13953 |
| 2022 : J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-1,081,389 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $2,262,148 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $2,262,148 |
| Total plan assets at end of year | 2022-12-31 | $5,968,262 |
| Total plan assets at beginning of year | 2022-12-31 | $9,311,799 |
| Value of fidelity bond covering the plan | 2022-12-31 | $20,000 |
| Other income received | 2022-12-31 | $-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 sources | 2021-12-31 | $1,383,162 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $16,366 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $16,366 |
| Total plan assets at end of year | 2021-12-31 | $9,311,799 |
| Total plan assets at beginning of year | 2021-12-31 | $7,945,003 |
| Value of fidelity bond covering the plan | 2021-12-31 | $20,000 |
| Other income received | 2021-12-31 | $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 sources | 2020-12-31 | $1,056,094 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $4,567 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $4,567 |
| Total plan assets at end of year | 2020-12-31 | $7,945,003 |
| Total plan assets at beginning of year | 2020-12-31 | $6,893,476 |
| Value of fidelity bond covering the plan | 2020-12-31 | $20,000 |
| Other income received | 2020-12-31 | $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 loans | 2020-12-31 | $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 sources | 2019-12-31 | $1,412,804 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $99,204 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $99,204 |
| Total plan assets at end of year | 2019-12-31 | $6,893,476 |
| Total plan assets at beginning of year | 2019-12-31 | $5,579,876 |
| Value of fidelity bond covering the plan | 2019-12-31 | $20,000 |
| Other income received | 2019-12-31 | $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 loans | 2019-12-31 | $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 sources | 2018-12-31 | $-24,645 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $378,906 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $378,906 |
| Total plan assets at end of year | 2018-12-31 | $5,579,876 |
| Total plan assets at beginning of year | 2018-12-31 | $5,983,427 |
| Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
| Other income received | 2018-12-31 | $-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 loans | 2018-12-31 | $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 sources | 2017-12-31 | $1,079,514 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $5,983,427 |
| Total plan assets at beginning of year | 2017-12-31 | $4,903,913 |
| Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
| Other income received | 2017-12-31 | $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 loans | 2017-12-31 | $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 sources | 2016-12-31 | $638,782 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $30,670 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $30,670 |
| Total plan assets at end of year | 2016-12-31 | $4,903,913 |
| Total plan assets at beginning of year | 2016-12-31 | $4,295,801 |
| Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
| Other income received | 2016-12-31 | $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 loans | 2016-12-31 | $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 sources | 2015-12-31 | $248,789 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $4,295,801 |
| Total plan assets at beginning of year | 2015-12-31 | $4,047,012 |
| Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
| Other income received | 2015-12-31 | $-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 loans | 2015-12-31 | $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 sources | 2014-12-31 | $517,006 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $444,168 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $444,168 |
| Total plan assets at end of year | 2014-12-31 | $4,047,012 |
| Total plan assets at beginning of year | 2014-12-31 | $3,974,174 |
| Value of fidelity bond covering the plan | 2014-12-31 | $20,000 |
| Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $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 sources | 2013-12-31 | $693,687 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,097,139 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,097,139 |
| Total plan assets at end of year | 2013-12-31 | $3,974,174 |
| Total plan assets at beginning of year | 2013-12-31 | $4,377,626 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Other income received | 2013-12-31 | $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 sources | 2012-12-31 | $714,421 |
| Total plan assets at end of year | 2012-12-31 | $4,377,626 |
| Total plan assets at beginning of year | 2012-12-31 | $3,663,205 |
| Value of fidelity bond covering the plan | 2012-12-31 | $20,000 |
| Other income received | 2012-12-31 | $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 sources | 2011-12-31 | $353,647 |
| Total plan assets at end of year | 2011-12-31 | $3,663,205 |
| Total plan assets at beginning of year | 2011-12-31 | $3,309,558 |
| Value of fidelity bond covering the plan | 2011-12-31 | $20,000 |
| Other income received | 2011-12-31 | $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 sources | 2010-12-31 | $615,912 |
| Total plan assets at end of year | 2010-12-31 | $3,309,558 |
| Total plan assets at beginning of year | 2010-12-31 | $2,693,646 |
| Value of fidelity bond covering the plan | 2010-12-31 | $20,000 |
| Other income received | 2010-12-31 | $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 |
| 2022: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: J & J MANAGEMENT SERVICES, INC. RETIREMENT 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 – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 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: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 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: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 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: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 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: J & J MANAGEMENT SERVICES, INC. RETIREMENT 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: J & J MANAGEMENT SERVICES, INC. RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 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 |
