J & D RESTAURANTS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J & D RESTAURANTS INC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : J & D RESTAURANTS INC 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-13 | 64800 |
| Net assets as of the end of the plan year | 2025-10-13 | 512435 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 340283 |
| Participant contributions to plan in this plan year | 2025-10-13 | 175157 |
| Other contributions to plan in this plan year | 2025-10-13 | 9281 |
| Other income to plan in this plan year | 2025-10-13 | 52514 |
| Plan net income in this plan year | 2025-10-13 | 172152 |
| Net assets as of the end of the plan year | 2025-10-13 | 512435 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 340283 |
| Fees paid to broker by Benefit Provider | 2025-10-13 | 73 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 8963 |
| 2023 : J & D RESTAURANTS INC 401(K) PLAN 2023 401k financial data |
|---|
| Total transfer of assets to this plan | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $233,654 |
| Total of all expenses incurred | 2023-12-31 | $50,301 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $22,323 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $25,478 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $190,528 |
| Value of total assets at end of year | 2023-12-31 | $340,283 |
| Value of total assets at beginning of year | 2023-12-31 | $156,930 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $2,500 |
| Contributions received from participants | 2023-12-31 | $190,528 |
| Value of net income/loss | 2023-12-31 | $183,353 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $340,283 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $156,930 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $37,045 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $20,290 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $303,238 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $136,640 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $6,865 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $36,261 |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $22,323 |
| Contract administrator fees | 2023-12-31 | $2,500 |
| Total transfer of assets to this plan | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $233,654 |
| Total of all expenses incurred | 2023-01-01 | $50,301 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $22,323 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $25,478 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $190,528 |
| Value of total assets at end of year | 2023-01-01 | $340,283 |
| Value of total assets at beginning of year | 2023-01-01 | $156,930 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $2,500 |
| Contributions received from participants | 2023-01-01 | $190,528 |
| Value of net income/loss | 2023-01-01 | $183,353 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $340,283 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $156,930 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $37,045 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $20,290 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $303,238 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $136,640 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $6,865 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $36,261 |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $22,323 |
| Contract administrator fees | 2023-01-01 | $2,500 |
| 2022 : J & D RESTAURANTS INC 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $158,115 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,185 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $162,603 |
| Value of total assets at end of year | 2022-12-31 | $156,930 |
| Value of total assets at beginning of year | 2022-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,185 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $1,185 |
| Was this plan covered by a fidelity bond | 2022-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $122,340 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $40,263 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $156,930 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $156,930 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $20,290 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $136,640 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-457 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-4,031 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | FORGE FINANCIAL & MANAGEMENT CONSUL |
| Accountancy firm EIN | 2022-12-31 | 882802798 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $158,115 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,185 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $162,603 |
| Value of total assets at end of year | 2022-01-01 | $156,930 |
| Value of total assets at beginning of year | 2022-01-01 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,185 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $1,185 |
| Was this plan covered by a fidelity bond | 2022-01-01 | No |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $122,340 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $40,263 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $156,930 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $156,930 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $20,290 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $136,640 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-457 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-4,031 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | FORGE FINANCIAL & MANAGEMENT CONSUL |
| Accountancy firm EIN | 2022-01-01 | 882802798 |
