401k Plan data: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER plan

CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 401k Plan overview

Plan Name	CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER
Plan identification number	001

CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JOSEPH H JOINER has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH H JOINER

Employer identification number (EIN): 581854046

NAIC Classification: 561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 J. DAVID JOINER
001 2015-01-01 J. DAVID JOINER
001 2014-01-01 J. DAVID JOINER
001 2013-01-01 J. DAVID JOINER
001 2012-01-01 J. DAVID JOINER
001 2011-01-01 J DAVID JOINER

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	J. DAVID JOINER
001	2015-01-01	J. DAVID JOINER
001	2014-01-01	J. DAVID JOINER
001	2013-01-01	J. DAVID JOINER
001	2012-01-01	J. DAVID JOINER
001	2011-01-01	J DAVID JOINER

Plan Statistics for CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER

401k plan membership statisitcs for CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER

Measure Date Value
2016: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
2015: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
2014: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
2013: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
2012: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
2011: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1

Measure	Date	Value
2016: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
2015: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
2014: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
2013: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
2012: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
2011: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1

Financial Data on CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER

Measure	Date	Value
2016 : CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2016 401k financial data
Total income from all sources	2016-12-31	$17,841
Expenses. Total of all expenses incurred	2016-12-31	$1,295,845
Benefits paid (including direct rollovers)	2016-12-31	$1,295,845
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$1,278,004
Other income received	2016-12-31	$17,841
Net income (gross income less expenses)	2016-12-31	$-1,278,004
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,278,004
2015 : CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2015 401k financial data
Total income from all sources	2015-12-31	$31,049
Expenses. Total of all expenses incurred	2015-12-31	$113,360
Benefits paid (including direct rollovers)	2015-12-31	$113,360
Total plan assets at end of year	2015-12-31	$1,278,004
Total plan assets at beginning of year	2015-12-31	$1,360,315
Other income received	2015-12-31	$31,049
Net income (gross income less expenses)	2015-12-31	$-82,311
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,278,004
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,360,315
2014 : CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2014 401k financial data
Total income from all sources	2014-12-31	$129,027
Expenses. Total of all expenses incurred	2014-12-31	$167,045
Benefits paid (including direct rollovers)	2014-12-31	$167,000
Total plan assets at end of year	2014-12-31	$1,360,315
Total plan assets at beginning of year	2014-12-31	$1,398,333
Expenses. Other expenses not covered elsewhere	2014-12-31	$45
Other income received	2014-12-31	$129,027
Net income (gross income less expenses)	2014-12-31	$-38,018
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,360,315
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,398,333
2013 : CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2013 401k financial data
Total income from all sources	2013-12-31	$225,173
Expenses. Total of all expenses incurred	2013-12-31	$97,176
Benefits paid (including direct rollovers)	2013-12-31	$94,802
Total plan assets at end of year	2013-12-31	$1,398,333
Total plan assets at beginning of year	2013-12-31	$1,270,336
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,374
Other income received	2013-12-31	$225,173
Net income (gross income less expenses)	2013-12-31	$127,997
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,398,333
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,270,336
2012 : CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2012 401k financial data
Total income from all sources	2012-12-31	$112,832
Expenses. Total of all expenses incurred	2012-12-31	$88,447
Benefits paid (including direct rollovers)	2012-12-31	$88,365
Total plan assets at end of year	2012-12-31	$1,270,336
Total plan assets at beginning of year	2012-12-31	$1,245,951
Expenses. Other expenses not covered elsewhere	2012-12-31	$82
Other income received	2012-12-31	$112,832
Net income (gross income less expenses)	2012-12-31	$24,385
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,270,336
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,245,951
2011 : CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2011 401k financial data
Total income from all sources	2011-12-31	$-1,374
Expenses. Total of all expenses incurred	2011-12-31	$90,386
Benefits paid (including direct rollovers)	2011-12-31	$90,386
Total plan assets at end of year	2011-12-31	$1,245,951
Total plan assets at beginning of year	2011-12-31	$1,337,711
Other income received	2011-12-31	$-1,374
Net income (gross income less expenses)	2011-12-31	$-91,760
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,245,951
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,337,711
2010 : CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2010 401k financial data
Total income from all sources	2010-12-31	$153,539
Expenses. Total of all expenses incurred	2010-12-31	$81,667
Benefits paid (including direct rollovers)	2010-12-31	$81,667
Total plan assets at end of year	2010-12-31	$1,337,711
Total plan assets at beginning of year	2010-12-31	$1,265,839
Other income received	2010-12-31	$153,539
Net income (gross income less expenses)	2010-12-31	$71,872
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,337,711
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,265,839

Form 5500 Responses for CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER

2016: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHARLES SCHWAB & CO, KEOGH PLAN FBO JOSEPH H JOINER 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOSEPH H JOINER
Employer identification number (EIN):	581854046
NAIC Classification:	561490