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J & D EQUIPMENT, INC. EMPLOYEES SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameJ & D EQUIPMENT, INC. EMPLOYEES SAVINGS PLAN AND TRUST
Plan identification number 001

J & D EQUIPMENT, INC. EMPLOYEES SAVINGS PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

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

Company Name:J & D EQUIPMENT, INC.
Employer identification number (EIN):431760393
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & D EQUIPMENT, INC. EMPLOYEES SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LUANNE KEITH2024-08-02 LUANNE KEITH2024-08-02
0012022-01-01LUANNE KEITH2023-05-10 LUANNE KEITH2023-05-10
0012021-01-01LUANNE KEITH2022-03-31 LUANNE KEITH2022-03-31
0012020-01-01LUANNE KEITH2021-04-15 LUANNE KEITH2021-04-15
0012019-01-01LUANNE KEITH2020-05-26 LUANNE KEITH2020-05-26
0012018-01-01LUANNE KEITH2019-06-19 LUANNE KEITH2019-06-19
0012017-01-01LUANNE KEITH2018-07-26
0012016-01-01LUANNE KEITH2017-05-12
0012015-01-01LUANNE KEITH2016-09-13
0012014-01-01LUANNE KEITH2015-09-04
0012013-01-01LUANNE KEITH2014-09-24 LUANNE KEITH2014-09-24
0012012-01-01LUANNE KEITH2013-09-30 LUANNE KEITH2013-09-30
0012011-01-01LUANNE KEITH2012-10-03 LUANNE KEITH2012-10-03
0012010-01-01LUANNE KEITH2011-09-01 LUANNE KEITH2011-09-01

Plan Statistics for J & D EQUIPMENT, INC. EMPLOYEES SAVINGS PLAN AND TRUST

401k plan membership statisitcs for J & D EQUIPMENT, INC. EMPLOYEES SAVINGS PLAN AND TRUST

Measure Date Value
2025: J & D EQUIPMENT, INC. EMPLOYEES SAVINGS PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-2327
Total number of particpants at end of year2025-04-2328
Number of Participants With Account Balances2025-04-2327
2024: J & D EQUIPMENT, INC. EMPLOYEES SAVINGS PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-0226
Total number of particpants at end of year2024-08-0227
Number of Participants With Account Balances2024-08-0227
2022: J & D EQUIPMENT, INC. EMPLOYEES SAVINGS PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-03-3124
Total number of particpants at end of year2022-03-3124
Number of Participants With Account Balances2022-03-3124

Financial Data on J & D EQUIPMENT, INC. EMPLOYEES SAVINGS PLAN AND TRUST

Measure Date Value
2025 : J & D EQUIPMENT, INC. EMPLOYEES SAVINGS PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-2323183
Net assets as of the end of the plan year2025-04-231832700
Total assets as of the beginning of the plan year2025-04-231538656
Value of plan covered by a fidelity bond2025-04-23385000
Participant contributions to plan in this plan year2025-04-23103527
Value of participant loans at end of plan year2025-04-2334531
Other income to plan in this plan year2025-04-23172310
Plan net income in this plan year2025-04-23294044
Net assets as of the end of the plan year2025-04-231832700
Net assets as of the beginning of the plan year2025-04-231538656
Employer contributions to plan in this plan year2025-04-2341390
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2315648
2024 : J & D EQUIPMENT, INC. EMPLOYEES SAVINGS PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-0220807
Net assets as of the end of the plan year2024-08-021538656
Total assets as of the beginning of the plan year2024-08-021216120
Value of plan covered by a fidelity bond2024-08-02140000
Participant contributions to plan in this plan year2024-08-0293581
Value of participant loans at end of plan year2024-08-0251516
Other contributions to plan in this plan year2024-08-0214656
Other income to plan in this plan year2024-08-02197967
Plan net income in this plan year2024-08-02322536
Net assets as of the end of the plan year2024-08-021538656
Net assets as of the beginning of the plan year2024-08-021216120
Employer contributions to plan in this plan year2024-08-0237139
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-0212963
2022 : J & D EQUIPMENT, INC. EMPLOYEES SAVINGS PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-3119290
Net assets as of the end of the plan year2022-03-311339104
Total assets as of the beginning of the plan year2022-03-311067875
Value of plan covered by a fidelity bond2022-03-31140000
Participant contributions to plan in this plan year2022-03-3199557
Value of participant loans at end of plan year2022-03-3153198
Other income to plan in this plan year2022-03-31151903
Plan net income in this plan year2022-03-31271229
Net assets as of the end of the plan year2022-03-311339104
Net assets as of the beginning of the plan year2022-03-311067875
Employer contributions to plan in this plan year2022-03-3139059
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-3111163

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