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J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 401k Plan overview

Plan NameJ AND K'S SUNSET BAY, INC. RETIREMENT PLAN
Plan identification number 001

J AND K'S SUNSET BAY, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 AND K'S SUNSET BAY, INC. has sponsored the creation of one or more 401k plans.

Company Name:J AND K'S SUNSET BAY, INC.
Employer identification number (EIN):460895257
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J AND K'S SUNSET BAY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-02-01
0012021-02-01
0012020-02-01
0012019-02-01
0012018-02-01
0012017-02-01JAMES R. WHERLEY
0012016-02-01JAMES R. WHERLEY
0012015-02-01JAMES R. WHERLEY
0012014-02-01JAMES R. WHERLEY
0012013-02-01JAMES R. WHERLEY
0012012-09-03JAMES R. WHERLEY

Plan Statistics for J AND K'S SUNSET BAY, INC. RETIREMENT PLAN

401k plan membership statisitcs for J AND K'S SUNSET BAY, INC. RETIREMENT PLAN

Measure Date Value
2022: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-012
Total number of active participants reported on line 7a of the Form 55002022-02-012
Number of retired or separated participants receiving benefits2022-02-010
Number of other retired or separated participants entitled to future benefits2022-02-010
Total of all active and inactive participants2022-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-010
Total participants2022-02-012
Number of participants with account balances2022-02-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-02-010
2021: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-012
Total number of active participants reported on line 7a of the Form 55002021-02-012
Number of retired or separated participants receiving benefits2021-02-010
Number of other retired or separated participants entitled to future benefits2021-02-010
Total of all active and inactive participants2021-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-010
Total participants2021-02-012
Number of participants with account balances2021-02-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-010
2020: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-012
Total number of active participants reported on line 7a of the Form 55002020-02-012
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-010
Total of all active and inactive participants2020-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-010
Total participants2020-02-012
Number of participants with account balances2020-02-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-010
2019: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-012
Total number of active participants reported on line 7a of the Form 55002019-02-012
Number of retired or separated participants receiving benefits2019-02-010
Number of other retired or separated participants entitled to future benefits2019-02-010
Total of all active and inactive participants2019-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-010
Total participants2019-02-012
Number of participants with account balances2019-02-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-010
2018: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-012
Total number of active participants reported on line 7a of the Form 55002018-02-012
Number of retired or separated participants receiving benefits2018-02-010
Number of other retired or separated participants entitled to future benefits2018-02-010
Total of all active and inactive participants2018-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-010
Total participants2018-02-012
Number of participants with account balances2018-02-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-010
2017: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-012
Total number of active participants reported on line 7a of the Form 55002017-02-012
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-010
Total of all active and inactive participants2017-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-010
Total participants2017-02-012
Number of participants with account balances2017-02-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-010
2016: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-012
Total number of active participants reported on line 7a of the Form 55002016-02-012
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-010
Total of all active and inactive participants2016-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-012
Number of participants with account balances2016-02-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-010
2015: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-012
Total number of active participants reported on line 7a of the Form 55002015-02-012
Number of retired or separated participants receiving benefits2015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-010
Total of all active and inactive participants2015-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-010
Total participants2015-02-012
Number of participants with account balances2015-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-010
2014: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-012
Total number of active participants reported on line 7a of the Form 55002014-02-012
Number of retired or separated participants receiving benefits2014-02-010
Number of other retired or separated participants entitled to future benefits2014-02-010
Total of all active and inactive participants2014-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Total participants2014-02-012
Number of participants with account balances2014-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-010
2013: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-012
Total number of active participants reported on line 7a of the Form 55002013-02-012
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-010
Total of all active and inactive participants2013-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-012
Number of participants with account balances2013-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-010
2012: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-032
Total number of active participants reported on line 7a of the Form 55002012-09-032
Number of retired or separated participants receiving benefits2012-09-030
Number of other retired or separated participants entitled to future benefits2012-09-030
Total of all active and inactive participants2012-09-032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-030
Total participants2012-09-032
Number of participants with account balances2012-09-031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-030

Financial Data on J AND K'S SUNSET BAY, INC. RETIREMENT PLAN

Measure Date Value
2023 : J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-01-31$35,357
Expenses. Total of all expenses incurred2023-01-31$324
Total plan assets at end of year2023-01-31$387,652
Total plan assets at beginning of year2023-01-31$352,619
Value of fidelity bond covering the plan2023-01-31$40,000
Other income received2023-01-31$20,357
Net income (gross income less expenses)2023-01-31$35,033
Net plan assets at end of year (total assets less liabilities)2023-01-31$387,652
Net plan assets at beginning of year (total assets less liabilities)2023-01-31$352,619
Assets. Value of employer securities2023-01-31$342,662
Total contributions received or receivable from employer(s)2023-01-31$15,000
Expenses. Administrative service providers (salaries,fees and commissions)2023-01-31$324
2022 : J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-01-31$-87,508
Expenses. Total of all expenses incurred2022-01-31$221
Total plan assets at end of year2022-01-31$352,619
Total plan assets at beginning of year2022-01-31$440,348
Value of fidelity bond covering the plan2022-01-31$40,000
Other income received2022-01-31$-89,508
Net income (gross income less expenses)2022-01-31$-87,729
Net plan assets at end of year (total assets less liabilities)2022-01-31$352,619
Net plan assets at beginning of year (total assets less liabilities)2022-01-31$440,348
Assets. Value of employer securities2022-01-31$319,798
Total contributions received or receivable from employer(s)2022-01-31$2,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-01-31$221
2021 : J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-01-31$93,413
Expenses. Total of all expenses incurred2021-01-31$92
Total plan assets at end of year2021-01-31$440,348
Total plan assets at beginning of year2021-01-31$347,027
Value of fidelity bond covering the plan2021-01-31$30,000
Other income received2021-01-31$93,413
Net income (gross income less expenses)2021-01-31$93,321
Net plan assets at end of year (total assets less liabilities)2021-01-31$440,348
Net plan assets at beginning of year (total assets less liabilities)2021-01-31$347,027
Assets. Value of employer securities2021-01-31$409,450
Expenses. Administrative service providers (salaries,fees and commissions)2021-01-31$92
2020 : J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-01-31$34,340
Expenses. Total of all expenses incurred2020-01-31$0
Total plan assets at end of year2020-01-31$347,027
Total plan assets at beginning of year2020-01-31$312,687
Value of fidelity bond covering the plan2020-01-31$30,000
Other income received2020-01-31$32,340
Net income (gross income less expenses)2020-01-31$34,340
Net plan assets at end of year (total assets less liabilities)2020-01-31$347,027
Net plan assets at beginning of year (total assets less liabilities)2020-01-31$312,687
Assets. Value of employer securities2020-01-31$317,945
Total contributions received or receivable from employer(s)2020-01-31$2,000
2018 : J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-01-31$45,685
Expenses. Total of all expenses incurred2018-01-31$0
Benefits paid (including direct rollovers)2018-01-31$0
Total plan assets at end of year2018-01-31$301,133
Total plan assets at beginning of year2018-01-31$255,448
Value of fidelity bond covering the plan2018-01-31$30,000
Total contributions received or receivable from participants2018-01-31$0
Contributions received from other sources (not participants or employers)2018-01-31$0
Other income received2018-01-31$45,685
Net income (gross income less expenses)2018-01-31$45,685
Net plan assets at end of year (total assets less liabilities)2018-01-31$301,133
Net plan assets at beginning of year (total assets less liabilities)2018-01-31$255,448
Assets. Value of employer securities2018-01-31$276,333
Total contributions received or receivable from employer(s)2018-01-31$0
Value of certain deemed distributions of participant loans2018-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-01-31$0
2017 : J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-01-31$62,303
Expenses. Total of all expenses incurred2017-01-31$0
Benefits paid (including direct rollovers)2017-01-31$0
Total plan assets at end of year2017-01-31$255,448
Total plan assets at beginning of year2017-01-31$193,145
Value of fidelity bond covering the plan2017-01-31$20,000
Total contributions received or receivable from participants2017-01-31$0
Contributions received from other sources (not participants or employers)2017-01-31$0
Other income received2017-01-31$60,303
Net income (gross income less expenses)2017-01-31$62,303
Net plan assets at end of year (total assets less liabilities)2017-01-31$255,448
Net plan assets at beginning of year (total assets less liabilities)2017-01-31$193,145
Assets. Value of employer securities2017-01-31$232,196
Total contributions received or receivable from employer(s)2017-01-31$2,000
Value of certain deemed distributions of participant loans2017-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-01-31$0
2016 : J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-01-31$21,119
Expenses. Total of all expenses incurred2016-01-31$0
Benefits paid (including direct rollovers)2016-01-31$0
Total plan assets at end of year2016-01-31$193,145
Total plan assets at beginning of year2016-01-31$172,026
Value of fidelity bond covering the plan2016-01-31$20,000
Total contributions received or receivable from participants2016-01-31$0
Contributions received from other sources (not participants or employers)2016-01-31$0
Other income received2016-01-31$21,119
Net income (gross income less expenses)2016-01-31$21,119
Net plan assets at end of year (total assets less liabilities)2016-01-31$193,145
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$172,026
Assets. Value of employer securities2016-01-31$173,674
Total contributions received or receivable from employer(s)2016-01-31$0
Value of certain deemed distributions of participant loans2016-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-01-31$0
2015 : J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-01-31$-86,834
Expenses. Total of all expenses incurred2015-01-31$0
Benefits paid (including direct rollovers)2015-01-31$0
Total plan assets at end of year2015-01-31$172,026
Total plan assets at beginning of year2015-01-31$258,860
Value of fidelity bond covering the plan2015-01-31$20,000
Total contributions received or receivable from participants2015-01-31$0
Contributions received from other sources (not participants or employers)2015-01-31$0
Other income received2015-01-31$-89,834
Net income (gross income less expenses)2015-01-31$-86,834
Net plan assets at end of year (total assets less liabilities)2015-01-31$172,026
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$258,860
Assets. Value of employer securities2015-01-31$152,483
Total contributions received or receivable from employer(s)2015-01-31$3,000
Value of certain deemed distributions of participant loans2015-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-01-31$0
2014 : J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-01-31$34,351
Expenses. Total of all expenses incurred2014-01-31$0
Benefits paid (including direct rollovers)2014-01-31$0
Total plan assets at end of year2014-01-31$258,860
Total plan assets at beginning of year2014-01-31$224,509
Value of fidelity bond covering the plan2014-01-31$20,000
Total contributions received or receivable from participants2014-01-31$0
Contributions received from other sources (not participants or employers)2014-01-31$0
Other income received2014-01-31$34,351
Net income (gross income less expenses)2014-01-31$34,351
Net plan assets at end of year (total assets less liabilities)2014-01-31$258,860
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$224,509
Assets. Value of employer securities2014-01-31$243,213
Total contributions received or receivable from employer(s)2014-01-31$0
Value of certain deemed distributions of participant loans2014-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-01-31$0
2013 : J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-01-31$224,534
Expenses. Total of all expenses incurred2013-01-31$25
Benefits paid (including direct rollovers)2013-01-31$0
Total plan assets at end of year2013-01-31$224,509
Total plan assets at beginning of year2013-01-31$0
Value of fidelity bond covering the plan2013-01-31$20,000
Total contributions received or receivable from participants2013-01-31$0
Contributions received from other sources (not participants or employers)2013-01-31$200,202
Other income received2013-01-31$24,332
Net income (gross income less expenses)2013-01-31$224,509
Net plan assets at end of year (total assets less liabilities)2013-01-31$224,509
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$0
Assets. Value of employer securities2013-01-31$210,000
Total contributions received or receivable from employer(s)2013-01-31$0
Value of certain deemed distributions of participant loans2013-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-01-31$25

Form 5500 Responses for J AND K'S SUNSET BAY, INC. RETIREMENT PLAN

2022: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Submission has been amendedNo
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)No
2022-02-01Plan is a collectively bargained planNo
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement - TrustYes
2021: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Submission has been amendedNo
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planNo
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement - TrustYes
2020: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planNo
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement - TrustYes
2019: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: J AND K'S SUNSET BAY, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-09-03Type of plan entitySingle employer plan
2012-09-03First time form 5500 has been submittedYes
2012-09-03This return/report is a short plan year return/report (less than 12 months)Yes
2012-09-03Plan funding arrangement – TrustYes
2012-09-03Plan benefit arrangement - TrustYes

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