401k Plan data: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN plan

S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN
Plan identification number	001

S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

S & B JAMES CONSTRUCTION MANAGEMENT CO has sponsored the creation of one or more 401k plans.

Company Name: S & B JAMES CONSTRUCTION MANAGEMENT CO

Employer identification number (EIN): 651264843

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ALLEN PURDY 2023-06-21
001 2021-01-01 ALLEN PURDY 2022-10-17
001 2020-01-01 ALLEN PURDY 2021-05-26
001 2019-01-01 ALLEN PURDY 2020-07-13
001 2018-01-01 ALLEN PURDY 2019-10-09
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 ROBERT HERNANDEZ
001 2013-01-01 ROBERT HERNANDEZ
001 2012-01-01 ROBERT HERNANDEZ
001 2011-01-01 ROBERT HERNANDEZ 2012-04-23
001 2010-01-01 ROBERT HERNANDEZ 2011-04-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ALLEN PURDY	2023-06-21
001	2021-01-01	ALLEN PURDY	2022-10-17
001	2020-01-01	ALLEN PURDY	2021-05-26
001	2019-01-01	ALLEN PURDY	2020-07-13
001	2018-01-01	ALLEN PURDY	2019-10-09
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	ROBERT HERNANDEZ
001	2013-01-01	ROBERT HERNANDEZ
001	2012-01-01	ROBERT HERNANDEZ
001	2011-01-01	ROBERT HERNANDEZ	2012-04-23
001	2010-01-01	ROBERT HERNANDEZ	2011-04-13

Plan Statistics for S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 31
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 42
Number of participants with account balances 2022-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 30
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 8
Total of all active and inactive participants 2021-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 38
Number of participants with account balances 2021-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 22
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 30
Number of participants with account balances 2020-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 17
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 25
Number of participants with account balances 2019-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 17
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 23
Number of participants with account balances 2018-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 15
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 17
Number of participants with account balances 2017-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 18
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 20
Number of participants with account balances 2016-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 17
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	31
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	42
Number of participants with account balances	2022-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	30
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	8
Total of all active and inactive participants	2021-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	38
Number of participants with account balances	2021-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	22
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	30
Number of participants with account balances	2020-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	17
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	25
Number of participants with account balances	2019-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	17
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	23
Number of participants with account balances	2018-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	17
Number of participants with account balances	2017-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	18
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	20
Number of participants with account balances	2016-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	17
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$3
Total plan liabilities at beginning of year	2022-12-31	$324
Total income from all sources	2022-12-31	$112,615
Expenses. Total of all expenses incurred	2022-12-31	$60,489
Benefits paid (including direct rollovers)	2022-12-31	$47,170
Total plan assets at end of year	2022-12-31	$2,505,306
Total plan assets at beginning of year	2022-12-31	$2,453,501
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$234,828
Assets. Value of loans (other than to participants)	2022-12-31	$666,659
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-216,700
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$52,126
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,505,303
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,453,177
Assets. Value of participant loans	2022-12-31	$2,664
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$64,551
Total contributions received or receivable from employer(s)	2022-12-31	$94,487
Value of corrective distributions	2022-12-31	$640
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$12,679
2021 : S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$324
Total plan liabilities at beginning of year	2021-12-31	$267
Total income from all sources	2021-12-31	$518,256
Expenses. Total of all expenses incurred	2021-12-31	$100,670
Benefits paid (including direct rollovers)	2021-12-31	$86,955
Total plan assets at end of year	2021-12-31	$2,453,501
Total plan assets at beginning of year	2021-12-31	$2,035,858
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$163,061
Assets. Value of loans (other than to participants)	2021-12-31	$430,044
Contributions received from other sources (not participants or employers)	2021-12-31	$8,924
Other income received	2021-12-31	$273,490
Net income (gross income less expenses)	2021-12-31	$417,586
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,453,177
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,035,591
Assets. Value of participant loans	2021-12-31	$4,770
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$179,202
Total contributions received or receivable from employer(s)	2021-12-31	$72,781
Value of corrective distributions	2021-12-31	$756
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$12,959
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$267
Total income from all sources	2020-12-31	$445,246
Expenses. Total of all expenses incurred	2020-12-31	$262,712
Benefits paid (including direct rollovers)	2020-12-31	$250,924
Total plan assets at end of year	2020-12-31	$2,035,858
Total plan assets at beginning of year	2020-12-31	$1,853,057
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$162,851
Assets. Value of loans (other than to participants)	2020-12-31	$430,044
Other income received	2020-12-31	$222,676
Net income (gross income less expenses)	2020-12-31	$182,534
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,035,591
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,853,057
Assets. Value of participant loans	2020-12-31	$10,064
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$186,648
Total contributions received or receivable from employer(s)	2020-12-31	$59,719
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$11,788
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$323,745
Expenses. Total of all expenses incurred	2019-12-31	$35,480
Benefits paid (including direct rollovers)	2019-12-31	$32,607
Total plan assets at end of year	2019-12-31	$1,853,057
Total plan assets at beginning of year	2019-12-31	$1,564,792
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$65,031
Assets. Value of loans (other than to participants)	2019-12-31	$430,044
Other income received	2019-12-31	$218,896
Net income (gross income less expenses)	2019-12-31	$288,265
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,853,057
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,564,792
Assets. Value of participant loans	2019-12-31	$8,943
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$210,176
Total contributions received or receivable from employer(s)	2019-12-31	$39,818
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,873
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$622
Total income from all sources	2018-12-31	$-17,358
Expenses. Total of all expenses incurred	2018-12-31	$25,406
Benefits paid (including direct rollovers)	2018-12-31	$16,018
Total plan assets at end of year	2018-12-31	$1,564,792
Total plan assets at beginning of year	2018-12-31	$1,608,178
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$41,360
Assets. Value of loans (other than to participants)	2018-12-31	$430,044
Other income received	2018-12-31	$-86,845
Net income (gross income less expenses)	2018-12-31	$-42,764
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,564,792
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,607,556
Assets. Value of participant loans	2018-12-31	$1,329
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$220,391
Total contributions received or receivable from employer(s)	2018-12-31	$28,127
Value of certain deemed distributions of participant loans	2018-12-31	$8,998
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$622
Total income from all sources	2017-12-31	$284,869
Expenses. Total of all expenses incurred	2017-12-31	$396,126
Benefits paid (including direct rollovers)	2017-12-31	$379,443
Total plan assets at end of year	2017-12-31	$1,608,178
Total plan assets at beginning of year	2017-12-31	$1,718,813
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$57,322
Assets. Value of loans (other than to participants)	2017-12-31	$430,044
Other income received	2017-12-31	$194,734
Net income (gross income less expenses)	2017-12-31	$-111,257
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,607,556
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,718,813
Assets. Value of participant loans	2017-12-31	$17,808
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$230,470
Total contributions received or receivable from employer(s)	2017-12-31	$32,813
Value of certain deemed distributions of participant loans	2017-12-31	$16,173
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$510
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$191,816
Expenses. Total of all expenses incurred	2016-12-31	$200
Total plan assets at end of year	2016-12-31	$1,718,813
Total plan assets at beginning of year	2016-12-31	$1,527,197
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$61,682
Assets. Value of loans (other than to participants)	2016-12-31	$430,044
Contributions received from other sources (not participants or employers)	2016-12-31	$48,448
Other income received	2016-12-31	$47,391
Net income (gross income less expenses)	2016-12-31	$191,616
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,718,813
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,527,197
Assets. Value of participant loans	2016-12-31	$43,270
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$240,221
Total contributions received or receivable from employer(s)	2016-12-31	$34,295
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$200
2015 : S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$89
Total income from all sources	2015-12-31	$96,768
Expenses. Total of all expenses incurred	2015-12-31	$235
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,527,197
Total plan assets at beginning of year	2015-12-31	$1,430,753
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$66,118
Assets. Value of loans (other than to participants)	2015-12-31	$430,044
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-5,948
Net income (gross income less expenses)	2015-12-31	$96,533
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,527,197
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,430,664
Assets. Value of participant loans	2015-12-31	$52,345
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$250,742
Total contributions received or receivable from employer(s)	2015-12-31	$36,598
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$235
2014 : S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$89
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$119,524
Expenses. Total of all expenses incurred	2014-12-31	$30,628
Benefits paid (including direct rollovers)	2014-12-31	$30,273
Total plan assets at end of year	2014-12-31	$1,430,753
Total plan assets at beginning of year	2014-12-31	$1,341,768
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$58,751
Assets. Value of loans (other than to participants)	2014-12-31	$430,044
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$25,724
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$88,896
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,430,664
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,341,768
Assets. Value of participant loans	2014-12-31	$59,276
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$262,449
Total contributions received or receivable from employer(s)	2014-12-31	$35,049
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$355
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$426,018
Expenses. Total of all expenses incurred	2013-12-31	$185
Total plan assets at end of year	2013-12-31	$1,341,768
Total plan assets at beginning of year	2013-12-31	$915,935
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$53,432
Assets. Value of loans (other than to participants)	2013-12-31	$430,044
Contributions received from other sources (not participants or employers)	2013-12-31	$292,055
Other income received	2013-12-31	$48,644
Net income (gross income less expenses)	2013-12-31	$425,833
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,341,768
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$915,935
Assets. Value of participant loans	2013-12-31	$51,238
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$271,340
Total contributions received or receivable from employer(s)	2013-12-31	$31,887
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$185
2012 : S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$324,077
Expenses. Total of all expenses incurred	2012-12-31	$20,988
Benefits paid (including direct rollovers)	2012-12-31	$20,673
Total plan assets at end of year	2012-12-31	$915,935
Total plan assets at beginning of year	2012-12-31	$612,846
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$48,262
Assets. Value of loans (other than to participants)	2012-12-31	$333,963
Contributions received from other sources (not participants or employers)	2012-12-31	$101,162
Other income received	2012-12-31	$144,806
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$303,089
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$915,935
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$612,846
Assets. Value of participant loans	2012-12-31	$27,997
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$140,248
Total contributions received or receivable from employer(s)	2012-12-31	$29,847
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$315
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN

2022: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: S & B JAMES CONSTRUCTION MANAGEMENT CO 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	S & B JAMES CONSTRUCTION MANAGEMENT CO
Employer identification number (EIN):	651264843
NAIC Classification:	236200