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EMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE 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.

401k Sponsoring company profile

JUNCTION FIVE-O-FIVE has sponsored the creation of one or more 401k plans.

Company Name:JUNCTION FIVE-O-FIVE
Employer identification number (EIN):742212674
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01ALICE MARTIN2024-07-17
0032022-01-01ALICE MARTIN2023-08-29
0032021-01-01IRIS WOOLLEY2022-04-01
0032020-01-01IRIS WOOLLEY2021-07-12
0032019-01-01IRIS WOOLLEY2020-07-29
0032018-01-01IRIS WOOLLEY2019-09-16
0032017-01-01IRIS WOOLLEY2018-04-27 IRIS WOOLLEY2018-04-27
0032016-01-01IRIS WOOLLEY2017-05-05 IRIS WOOLLEY2017-05-05
0032015-01-01IRIS WOOLLEY2016-05-05 IRIS WOOLLEY2016-05-05
0032014-01-01IRIS WOOLLEY2015-05-01 IRIS WOOLLEY2015-05-01
0032013-01-01IRIS WOOLLEY2014-05-29 IRIS WOOLLEY2014-05-29
0032012-01-01IRIS WOOLLEY2013-05-15 IRIS WOOLLEY2013-05-15
0032011-01-01IRIS WOOLLEY2012-07-20 IRIS WOOLLEY2012-07-20
0032010-01-01IRIS WOOLLEY2011-06-24 IRIS WOOLLEY2011-06-24

Financial Data on EMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-290
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-2914
Net assets as of the end of the plan year2025-07-2942702
Total assets as of the beginning of the plan year2025-07-2932831
Value of plan covered by a fidelity bond2025-07-2950000
Participant contributions to plan in this plan year2025-07-293873
Value of participant loans at end of plan year2025-07-2954331
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-293387
Plan net income in this plan year2025-07-299871
Net assets as of the end of the plan year2025-07-2942702
Net assets as of the beginning of the plan year2025-07-2932831
Employer contributions to plan in this plan year2025-07-292625
Fees paid to broker by Benefit Provider2025-07-2913
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2914
2024 : EMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-1779138
Net assets as of the end of the plan year2024-07-1732831
Total assets as of the beginning of the plan year2024-07-1794984
Value of plan covered by a fidelity bond2024-07-1750000
Participant contributions to plan in this plan year2024-07-176601
Other expenses paid from plan in this plan year2024-07-170
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-175911
Plan net income in this plan year2024-07-17-62153
Net assets as of the end of the plan year2024-07-1732831
Net assets as of the beginning of the plan year2024-07-1794984
Employer contributions to plan in this plan year2024-07-174473
Fees paid to broker by Benefit Provider2024-07-1731
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-170

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