?>
Logo

J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJ BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST
Plan identification number 001

J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

J BLUM CO INC EMPLOYEES PROFIT SHARING PLAN & TRUST has sponsored the creation of one or more 401k plans.

Company Name:J BLUM CO INC EMPLOYEES PROFIT SHARING PLAN & TRUST
Employer identification number (EIN):751654409
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01MARVIN E. BLUM
0012016-01-01MARVIN E. BLUM
0012015-01-01MARVIN E. BLUM
0012014-01-01MARVIN E. BLUM
0012013-01-01MARVIN E. BLUM
0012012-01-01MARVIN E. BLUM
0012011-01-01MARVIN E. BLUM
0012009-01-01MARVIN E. BLUM

Plan Statistics for J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST

Measure Date Value
2018: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST

Measure Date Value
2018 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$0
Expenses. Total of all expenses incurred2018-12-31$2,103,580
Benefits paid (including direct rollovers)2018-12-31$2,103,580
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$2,103,580
Value of fidelity bond covering the plan2018-12-31$225,000
Net income (gross income less expenses)2018-12-31$-2,103,580
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,103,580
2017 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$320,226
Expenses. Total of all expenses incurred2017-12-31$34,469
Benefits paid (including direct rollovers)2017-12-31$34,304
Total plan assets at end of year2017-12-31$2,103,580
Total plan assets at beginning of year2017-12-31$1,817,823
Value of fidelity bond covering the plan2017-12-31$225,000
Other income received2017-12-31$320,226
Net income (gross income less expenses)2017-12-31$285,757
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,103,580
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,817,823
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$165
2016 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$237,494
Expenses. Total of all expenses incurred2016-12-31$29,996
Benefits paid (including direct rollovers)2016-12-31$29,996
Total plan assets at end of year2016-12-31$1,817,823
Total plan assets at beginning of year2016-12-31$1,610,325
Value of fidelity bond covering the plan2016-12-31$225,000
Other income received2016-12-31$237,494
Net income (gross income less expenses)2016-12-31$207,498
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,817,823
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,610,325
2015 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$-27,460
Expenses. Total of all expenses incurred2015-12-31$32,657
Benefits paid (including direct rollovers)2015-12-31$32,657
Total plan assets at end of year2015-12-31$1,610,325
Total plan assets at beginning of year2015-12-31$1,670,442
Value of fidelity bond covering the plan2015-12-31$225,000
Other income received2015-12-31$-27,460
Net income (gross income less expenses)2015-12-31$-60,117
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,610,325
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,670,442
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$61,378
Expenses. Total of all expenses incurred2014-12-31$29,983
Benefits paid (including direct rollovers)2014-12-31$29,983
Total plan assets at end of year2014-12-31$1,670,442
Total plan assets at beginning of year2014-12-31$1,639,047
Value of fidelity bond covering the plan2014-12-31$225,000
Other income received2014-12-31$61,378
Net income (gross income less expenses)2014-12-31$31,395
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,670,442
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,639,047
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$408,899
Expenses. Total of all expenses incurred2013-12-31$22,257
Benefits paid (including direct rollovers)2013-12-31$22,257
Total plan assets at end of year2013-12-31$1,639,047
Total plan assets at beginning of year2013-12-31$1,252,405
Value of fidelity bond covering the plan2013-12-31$225,000
Other income received2013-12-31$408,899
Net income (gross income less expenses)2013-12-31$386,642
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,639,047
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,252,405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$200,943
Expenses. Total of all expenses incurred2012-12-31$18,903
Benefits paid (including direct rollovers)2012-12-31$18,903
Total plan assets at end of year2012-12-31$1,252,405
Total plan assets at beginning of year2012-12-31$1,070,365
Value of fidelity bond covering the plan2012-12-31$225,000
Other income received2012-12-31$186,693
Net income (gross income less expenses)2012-12-31$182,040
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,252,405
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,070,365
Total contributions received or receivable from employer(s)2012-12-31$14,250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$-14,250
Amount contributed by the employer to the plan for this plan year2012-12-31$14,250
2011 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$-2,779
Expenses. Total of all expenses incurred2011-12-31$19,456
Benefits paid (including direct rollovers)2011-12-31$19,456
Total plan assets at end of year2011-12-31$1,070,365
Total plan assets at beginning of year2011-12-31$1,092,600
Value of fidelity bond covering the plan2011-12-31$225,000
Other income received2011-12-31$-22,729
Net income (gross income less expenses)2011-12-31$-22,235
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,070,365
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,092,600
Total contributions received or receivable from employer(s)2011-12-31$19,950
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$-19,950
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$19,950
2010 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$175,826
Expenses. Total of all expenses incurred2010-12-31$16,750
Benefits paid (including direct rollovers)2010-12-31$16,750
Total plan assets at end of year2010-12-31$1,092,600
Total plan assets at beginning of year2010-12-31$933,524
Value of fidelity bond covering the plan2010-12-31$225,000
Other income received2010-12-31$146,826
Net income (gross income less expenses)2010-12-31$159,076
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,092,600
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$933,524
Total contributions received or receivable from employer(s)2010-12-31$29,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$-29,000
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$29,000
2009 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$-29,000
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$29,000

Form 5500 Responses for J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST

2018: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3