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J D R 401(K) PLAN 401k Plan overview

Plan NameJ D R 401(K) PLAN
Plan identification number 001

J D R 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J & D RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name:J & D RESOURCES, INC.
Employer identification number (EIN):621367552
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J D R 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JILL HERRIN2024-01-29 JILL HERRIN2024-01-29
0012022-01-01TAMMY BELL2023-01-29
0012021-01-01TAMMY BELL2022-04-01 JILL HERRIN2022-04-01
0012020-01-01TAMMY BELL2021-01-30
0012019-01-01JILL HERRIN2020-02-10 JILL HERRIN2020-02-10
0012018-01-01TAMMY BELL2019-03-11 TAMMY BELL2019-03-11
0012017-01-01JILL HERRIN2018-04-09 TAMMY BELL2018-04-18
0012016-01-01DANNY MCKINNY2017-02-15 DANNY MCKINNY2017-02-15
0012015-01-01DANNY MCKINNEY2016-03-07 DANNY MCKINNEY2016-03-07
0012014-01-01DANNY MCKINNEY2015-03-26 DANNY MCKINNEY2015-03-26
0012013-01-01DANNY MCKINNEY2014-02-25 DANNY MCKINNEY2014-02-25
0012012-01-01TAMMY BELL2013-04-23 TAMMY BELL2013-04-23
0012011-01-01TAMMY BELL2012-04-30 TAMMY BELL2012-04-30
0012010-01-01EVELYN WALKER2011-07-14 EVELYN WALKER2011-07-14

Plan Statistics for J D R 401(K) PLAN

401k plan membership statisitcs for J D R 401(K) PLAN

Measure Date Value
2024: J D R 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-01-2915
Total number of particpants at end of year2024-01-2915
Number of Participants With Account Balances2024-01-2911
2022: J D R 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-0117
Total number of particpants at end of year2022-04-0115
Number of Participants With Account Balances2022-04-0111

Financial Data on J D R 401(K) PLAN

Measure Date Value
2024 : J D R 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-01-290
Total liabilities as of the end of the plan year2024-01-290
Total liabilities as of the beginning of the plan year2024-01-290
Total expenses incurred by plan in this plan year2024-01-292201
Net assets as of the end of the plan year2024-01-29956391
Total assets as of the beginning of the plan year2024-01-29792028
Value of plan covered by a fidelity bond2024-01-29100000
Participant contributions to plan in this plan year2024-01-2918584
Value of participant loans at end of plan year2024-01-298965
Other expenses paid from plan in this plan year2024-01-290
Other contributions to plan in this plan year2024-01-290
Other income to plan in this plan year2024-01-29147980
Plan net income in this plan year2024-01-29164363
Net assets as of the end of the plan year2024-01-29956391
Net assets as of the beginning of the plan year2024-01-29792028
Value of contributions failed to transmitted timely2024-01-291309
Fees paid to broker by Benefit Provider2024-01-293351
Expensese paid to adminstrative service provicers from plan in this plan year2024-01-29123
2022 : J D R 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-010
Total liabilities as of the end of the plan year2022-04-010
Total liabilities as of the beginning of the plan year2022-04-010
Total expenses incurred by plan in this plan year2022-04-0155
Net assets as of the end of the plan year2022-04-01939428
Total assets as of the beginning of the plan year2022-04-01758300
Value of plan covered by a fidelity bond2022-04-01100000
Participant contributions to plan in this plan year2022-04-0139949
Other expenses paid from plan in this plan year2022-04-010
Other contributions to plan in this plan year2022-04-010
Other income to plan in this plan year2022-04-01141234
Plan net income in this plan year2022-04-01181128
Net assets as of the end of the plan year2022-04-01939428
Net assets as of the beginning of the plan year2022-04-01758300
Value of contributions failed to transmitted timely2022-04-011309
Employer contributions to plan in this plan year2022-04-010
Fees paid to broker by Benefit Provider2022-04-013283
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-0150

Potentially related plans

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