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J & L RETIREMENT PLAN 401k Plan overview

Plan NameJ & L RETIREMENT PLAN
Plan identification number 001

J & L RETIREMENT PLAN 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.
  • 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 & L HYDRAULICS, INC has sponsored the creation of one or more 401k plans.

Company Name:J & L HYDRAULICS, INC
Employer identification number (EIN):510551361
NAIC Classification:811310
NAIC Description:Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & L RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01WILLIAM MATTHIESEN2015-07-20
0012013-01-01WILLIAM MATTHIESEN2014-04-23
0012012-01-01WILLIAM MATTHIESEN2013-04-15
0012011-01-01WILLIAM MATTHIESEN2012-06-19
0012010-01-01WILLIAM MATTHIESEN2011-05-20

Financial Data on J & L RETIREMENT PLAN

Measure Date Value
2025 : J & L RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-083043
Net assets as of the end of the plan year2025-10-08413278
Total assets as of the beginning of the plan year2025-10-08356991
Value of plan covered by a fidelity bond2025-10-0820000
Participant contributions to plan in this plan year2025-10-0814030
Value of participant loans at end of plan year2025-10-0856315
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-080
Other income to plan in this plan year2025-10-0845300
Plan net income in this plan year2025-10-0856287
Net assets as of the end of the plan year2025-10-08413278
Net assets as of the beginning of the plan year2025-10-08356991
Employer contributions to plan in this plan year2025-10-080
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-083043
2024 : J & L RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-100
Net assets as of the end of the plan year2024-10-10356991
Total assets as of the beginning of the plan year2024-10-10305004
Value of plan covered by a fidelity bond2024-10-1020000
Participant contributions to plan in this plan year2024-10-1013342
Value of participant loans at end of plan year2024-10-1020404
Other expenses paid from plan in this plan year2024-10-100
Other contributions to plan in this plan year2024-10-100
Other income to plan in this plan year2024-10-1038645
Plan net income in this plan year2024-10-1051987
Net assets as of the end of the plan year2024-10-10356991
Net assets as of the beginning of the plan year2024-10-10305004
Employer contributions to plan in this plan year2024-10-100
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-100
2022 : J & L RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-2983442
Net assets as of the end of the plan year2022-06-29341231
Total assets as of the beginning of the plan year2022-06-29364367
Value of plan covered by a fidelity bond2022-06-2920000
Participant contributions to plan in this plan year2022-06-2914890
Value of participant loans at end of plan year2022-06-2939946
Other expenses paid from plan in this plan year2022-06-290
Other contributions to plan in this plan year2022-06-290
Other income to plan in this plan year2022-06-2945416
Plan net income in this plan year2022-06-29-23136
Net assets as of the end of the plan year2022-06-29341231
Net assets as of the beginning of the plan year2022-06-29364367
Employer contributions to plan in this plan year2022-06-290
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-290

Potentially related plans

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