401k Plan data: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA plan

J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 401k Plan overview

Plan Name	J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA
Plan identification number	001

J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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. J. CREWE & SON, INC. has sponsored the creation of one or more 401k plans.

Company Name: J. J. CREWE & SON, INC.

Employer identification number (EIN): 521093490

NAIC Classification: 333410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-04-01 OWEN CREWE 2023-10-30
001 2021-04-01 PAMELA MOFFATT 2022-11-17
001 2020-04-01 PAMELA MOFFATT 2022-01-11
001 2019-04-01 PAMELA MOFFATT 2021-01-11
001 2018-04-01 PAMELA MOFFATT 2019-12-16
001 2017-04-01 PAMELA MOFFATT 2018-12-19
001 2016-04-01 PAMELA MOFFATT 2017-09-29
001 2015-04-01 JEROME J. CREWE, JR. 2016-07-06
001 2014-04-01 JEROME J. CREWE JR. 2015-10-26 JEROME J. CREWE JR. 2015-10-26
001 2013-04-01 JEROME J. CREWE JR. 2014-10-12 JEROME J. CREWE JR. 2014-10-12
001 2012-04-01 JEROME J. CREWE JR. 2014-01-16 JEROME J. CREWE JR. 2014-01-16
001 2011-04-01 JEROME J. CREWE JR. 2012-10-23 JEROME J. CREWE JR. 2012-10-23
001 2010-04-01 JEROME J. CREWE JR. 2011-12-15 JEROME J. CREWE JR. 2011-12-15
001 2009-04-01 JEROME J. CREWE, JR. JEROME J. CREWE, JR. 2010-11-17
001 2008-04-01 JEROME J. CREWE, JR. 2010-03-31
001 2007-04-01 JEROME J. CREWE, JR. JEROME J. CREWE, JR. 2010-04-27
001 2006-04-01 JEROME J. CREWE, JR. JEROME J. CREWE, JR. 2010-05-05
001 2005-04-01 JEROME J. CREWE, JR. JEROME J. CREWE, JR. 2010-05-24
001 2004-04-01 JEROME J. CREWE JEROME J. CREWE 2010-05-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-04-01	OWEN CREWE	2023-10-30
001	2021-04-01	PAMELA MOFFATT	2022-11-17
001	2020-04-01	PAMELA MOFFATT	2022-01-11
001	2019-04-01	PAMELA MOFFATT	2021-01-11
001	2018-04-01	PAMELA MOFFATT	2019-12-16
001	2017-04-01	PAMELA MOFFATT	2018-12-19
001	2016-04-01	PAMELA MOFFATT	2017-09-29
001	2015-04-01	JEROME J. CREWE, JR.	2016-07-06
001	2014-04-01	JEROME J. CREWE JR.	2015-10-26	JEROME J. CREWE JR.	2015-10-26
001	2013-04-01	JEROME J. CREWE JR.	2014-10-12	JEROME J. CREWE JR.	2014-10-12
001	2012-04-01	JEROME J. CREWE JR.	2014-01-16	JEROME J. CREWE JR.	2014-01-16
001	2011-04-01	JEROME J. CREWE JR.	2012-10-23	JEROME J. CREWE JR.	2012-10-23
001	2010-04-01	JEROME J. CREWE JR.	2011-12-15	JEROME J. CREWE JR.	2011-12-15
001	2009-04-01	JEROME J. CREWE, JR.		JEROME J. CREWE, JR.	2010-11-17
001	2008-04-01			JEROME J. CREWE, JR.	2010-03-31
001	2007-04-01	JEROME J. CREWE, JR.		JEROME J. CREWE, JR.	2010-04-27
001	2006-04-01	JEROME J. CREWE, JR.		JEROME J. CREWE, JR.	2010-05-05
001	2005-04-01	JEROME J. CREWE, JR.		JEROME J. CREWE, JR.	2010-05-24
001	2004-04-01	JEROME J. CREWE		JEROME J. CREWE	2010-05-24

Plan Statistics for J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA

401k plan membership statisitcs for J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA

Measure Date Value
2009: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2009 401k membership
Total participants, beginning-of-year 2009-04-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 8
Number of retired or separated participants receiving benefits 2009-04-01 2
Number of other retired or separated participants entitled to future benefits 2009-04-01 2
Total of all active and inactive participants 2009-04-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 12
Number of participants with account balances 2009-04-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0
2008: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2008 401k membership
Total participants, beginning-of-year 2008-04-01 15
Total number of active participants reported on line 7a of the Form 5500 2008-04-01 7
Number of retired or separated participants receiving benefits 2008-04-01 2
Number of other retired or separated participants entitled to future benefits 2008-04-01 2
Total of all active and inactive participants 2008-04-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-04-01 0
Total participants 2008-04-01 11
Number of participants with account balances 2008-04-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-04-01 0
Number of employers contributing to the scheme 2008-04-01 1
2007: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2007 401k membership
Total participants, beginning-of-year 2007-04-01 14
Total number of active participants reported on line 7a of the Form 5500 2007-04-01 9
Number of retired or separated participants receiving benefits 2007-04-01 0
Number of other retired or separated participants entitled to future benefits 2007-04-01 6
Total of all active and inactive participants 2007-04-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-04-01 0
Total participants 2007-04-01 15
Number of participants with account balances 2007-04-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-04-01 0
Number of employers contributing to the scheme 2007-04-01 3
2006: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2006 401k membership
Total participants, beginning-of-year 2006-04-01 14
Total number of active participants reported on line 7a of the Form 5500 2006-04-01 7
Number of retired or separated participants receiving benefits 2006-04-01 0
Number of other retired or separated participants entitled to future benefits 2006-04-01 7
Total of all active and inactive participants 2006-04-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-04-01 0
Total participants 2006-04-01 14
Number of participants with account balances 2006-04-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-04-01 2
2005: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2005 401k membership
Total participants, beginning-of-year 2005-04-01 14
Total number of active participants reported on line 7a of the Form 5500 2005-04-01 10
Number of retired or separated participants receiving benefits 2005-04-01 0
Number of other retired or separated participants entitled to future benefits 2005-04-01 4
Total of all active and inactive participants 2005-04-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-04-01 0
Total participants 2005-04-01 14
Number of participants with account balances 2005-04-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-04-01 0
2004: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2004 401k membership
Total participants, beginning-of-year 2004-04-01 11
Total number of active participants reported on line 7a of the Form 5500 2004-04-01 10
Number of retired or separated participants receiving benefits 2004-04-01 0
Number of other retired or separated participants entitled to future benefits 2004-04-01 4
Total of all active and inactive participants 2004-04-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2004-04-01 0
Total participants 2004-04-01 14
Number of participants with account balances 2004-04-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-04-01 0

Measure	Date	Value
2009: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2009 401k membership
Total participants, beginning-of-year	2009-04-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	8
Number of retired or separated participants receiving benefits	2009-04-01	2
Number of other retired or separated participants entitled to future benefits	2009-04-01	2
Total of all active and inactive participants	2009-04-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	12
Number of participants with account balances	2009-04-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0
2008: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2008 401k membership
Total participants, beginning-of-year	2008-04-01	15
Total number of active participants reported on line 7a of the Form 5500	2008-04-01	7
Number of retired or separated participants receiving benefits	2008-04-01	2
Number of other retired or separated participants entitled to future benefits	2008-04-01	2
Total of all active and inactive participants	2008-04-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-04-01	0
Total participants	2008-04-01	11
Number of participants with account balances	2008-04-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-04-01	0
Number of employers contributing to the scheme	2008-04-01	1
2007: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2007 401k membership
Total participants, beginning-of-year	2007-04-01	14
Total number of active participants reported on line 7a of the Form 5500	2007-04-01	9
Number of retired or separated participants receiving benefits	2007-04-01	0
Number of other retired or separated participants entitled to future benefits	2007-04-01	6
Total of all active and inactive participants	2007-04-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-04-01	0
Total participants	2007-04-01	15
Number of participants with account balances	2007-04-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-04-01	0
Number of employers contributing to the scheme	2007-04-01	3
2006: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2006 401k membership
Total participants, beginning-of-year	2006-04-01	14
Total number of active participants reported on line 7a of the Form 5500	2006-04-01	7
Number of retired or separated participants receiving benefits	2006-04-01	0
Number of other retired or separated participants entitled to future benefits	2006-04-01	7
Total of all active and inactive participants	2006-04-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-04-01	0
Total participants	2006-04-01	14
Number of participants with account balances	2006-04-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-04-01	2
2005: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2005 401k membership
Total participants, beginning-of-year	2005-04-01	14
Total number of active participants reported on line 7a of the Form 5500	2005-04-01	10
Number of retired or separated participants receiving benefits	2005-04-01	0
Number of other retired or separated participants entitled to future benefits	2005-04-01	4
Total of all active and inactive participants	2005-04-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-04-01	0
Total participants	2005-04-01	14
Number of participants with account balances	2005-04-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-04-01	0
2004: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2004 401k membership
Total participants, beginning-of-year	2004-04-01	11
Total number of active participants reported on line 7a of the Form 5500	2004-04-01	10
Number of retired or separated participants receiving benefits	2004-04-01	0
Number of other retired or separated participants entitled to future benefits	2004-04-01	4
Total of all active and inactive participants	2004-04-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2004-04-01	0
Total participants	2004-04-01	14
Number of participants with account balances	2004-04-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-04-01	0

Financial Data on J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA

Measure	Date	Value
2010 : J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0
2009 : J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-03-31	$0

Form 5500 Responses for J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA

2009: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	Yes
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes
2008: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2008 form 5500 responses
2008-04-01	Type of plan entity	Single employer plan
2008-04-01	Submission has been amended	No
2008-04-01	This submission is the final filing	No
2008-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-04-01	Plan is a collectively bargained plan	No
2008-04-01	Plan funding arrangement – Trust	Yes
2008-04-01	Plan benefit arrangement - Trust	Yes
2007: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2007 form 5500 responses
2007-04-01	Type of plan entity	Single employer plan
2007-04-01	Submission has been amended	Yes
2007-04-01	This submission is the final filing	No
2007-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-04-01	Plan is a collectively bargained plan	No
2007-04-01	Plan funding arrangement – Trust	Yes
2007-04-01	Plan benefit arrangement - Trust	Yes
2006: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2006 form 5500 responses
2006-04-01	Submission has been amended	No
2006-04-01	This submission is the final filing	No
2006-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-04-01	Plan is a collectively bargained plan	No
2006-04-01	Plan funding arrangement – Trust	Yes
2006-04-01	Plan benefit arrangement - Trust	Yes
2005: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2005 form 5500 responses
2005-04-01	Type of plan entity	Single employer plan
2005-04-01	Submission has been amended	Yes
2005-04-01	This submission is the final filing	No
2005-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-04-01	Plan is a collectively bargained plan	No
2005-04-01	Plan funding arrangement – Trust	Yes
2005-04-01	Plan benefit arrangement - Trust	Yes
2004: J. J. CREWE & SON, INC. 401(K) PROFIT SHARING PLA 2004 form 5500 responses
2004-04-01	Type of plan entity	Single employer plan
2004-04-01	Submission has been amended	Yes
2004-04-01	This submission is the final filing	No
2004-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-04-01	Plan is a collectively bargained plan	No
2004-04-01	Plan funding arrangement – Trust	Yes
2004-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J. J. CREWE & SON, INC.
Employer identification number (EIN):	521093490
NAIC Classification:	333410