401k Plan data: JOHN BEAL, INC. 401(K) PLAN plan

JOHN BEAL, INC. 401(K) PLAN 401k Plan overview

Plan Name	JOHN BEAL, INC. 401(K) PLAN
Plan identification number	001

JOHN BEAL, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHN BEAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN BEAL, INC.

Employer identification number (EIN): 431819130

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN BEAL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 RICK ZELLNER 2021-10-04 RICK ZELLNER 2021-10-04
001 2019-01-01 RICK ZELLNER 2020-10-13 RICK ZELLNER 2020-10-13
001 2018-01-01 RICK ZELLNER 2019-06-10 RICK ZELLNER 2019-06-10
001 2017-01-01 RICK ZELLNER 2018-10-09 RICK ZELLNER 2018-10-09
001 2016-01-01
001 2015-01-01 JOHN LONG 2016-08-30
001 2014-01-01 JOHN LONG 2015-10-15
001 2013-01-01 LOWELL PUHLMANN 2014-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	RICK ZELLNER	2021-10-04	RICK ZELLNER	2021-10-04
001	2019-01-01	RICK ZELLNER	2020-10-13	RICK ZELLNER	2020-10-13
001	2018-01-01	RICK ZELLNER	2019-06-10	RICK ZELLNER	2019-06-10
001	2017-01-01	RICK ZELLNER	2018-10-09	RICK ZELLNER	2018-10-09
001	2016-01-01
001	2015-01-01	JOHN LONG	2016-08-30
001	2014-01-01	JOHN LONG	2015-10-15
001	2013-01-01	LOWELL PUHLMANN	2014-10-15

Plan Statistics for JOHN BEAL, INC. 401(K) PLAN

401k plan membership statisitcs for JOHN BEAL, INC. 401(K) PLAN

Measure Date Value
2025: JOHN BEAL, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-15 6
Total number of particpants at end of year 2025-10-15 6
Number of Participants With Account Balances 2025-10-15 6

Measure	Date	Value
2025: JOHN BEAL, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-15	6
Total number of particpants at end of year	2025-10-15	6
Number of Participants With Account Balances	2025-10-15	6

Financial Data on JOHN BEAL, INC. 401(K) PLAN

Measure	Date	Value
2025 : JOHN BEAL, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-15	1672
Net assets as of the end of the plan year	2025-10-15	75043
Total assets as of the beginning of the plan year	2025-10-15	67778
Other income to plan in this plan year	2025-10-15	8937
Plan net income in this plan year	2025-10-15	7265
Net assets as of the end of the plan year	2025-10-15	75043
Net assets as of the beginning of the plan year	2025-10-15	67778
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-15	1672

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Company Name:	JOHN BEAL, INC.
Employer identification number (EIN):	431819130
NAIC Classification:	238100