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J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION PLAN & TRUST 401k Plan overview

Plan NameJ BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION PLAN & TRUST
Plan identification number 002

J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01MARVIN E. BLUM
0022016-01-01MARVIN E. BLUM
0022015-01-01MARVIN E. BLUM
0022014-01-01MARVIN E. BLUM
0022013-01-01MARVIN E. BLUM
0022012-01-01MARVIN E. BLUM
0022011-01-01MARVIN E. BLUM
0022010-01-01MARVIN E. BLUM
0022009-01-01MARVIN E. BLUM

Plan Statistics for J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION PLAN & TRUST

401k plan membership statisitcs for J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION PLAN & TRUST

Measure Date Value
2018: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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
2010: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION PLAN & TRUST

Measure Date Value
2018 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total income from all sources2018-12-31$0
Expenses. Total of all expenses incurred2018-12-31$2,470,489
Benefits paid (including direct rollovers)2018-12-31$2,470,489
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$2,470,489
Value of fidelity bond covering the plan2018-12-31$225,000
Net income (gross income less expenses)2018-12-31$-2,470,489
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$2,470,489
2017 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$422,085
Expenses. Total of all expenses incurred2017-12-31$40,979
Benefits paid (including direct rollovers)2017-12-31$40,814
Total plan assets at end of year2017-12-31$2,470,489
Total plan assets at beginning of year2017-12-31$2,089,383
Value of fidelity bond covering the plan2017-12-31$225,000
Other income received2017-12-31$422,085
Net income (gross income less expenses)2017-12-31$381,106
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,470,489
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,089,383
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$165
2016 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$296,749
Expenses. Total of all expenses incurred2016-12-31$35,289
Benefits paid (including direct rollovers)2016-12-31$35,289
Total plan assets at end of year2016-12-31$2,089,383
Total plan assets at beginning of year2016-12-31$1,827,923
Value of fidelity bond covering the plan2016-12-31$225,000
Other income received2016-12-31$296,749
Net income (gross income less expenses)2016-12-31$261,460
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,089,383
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,827,923
2015 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$-56,387
Expenses. Total of all expenses incurred2015-12-31$38,779
Benefits paid (including direct rollovers)2015-12-31$38,779
Total plan assets at end of year2015-12-31$1,827,923
Total plan assets at beginning of year2015-12-31$1,923,089
Value of fidelity bond covering the plan2015-12-31$225,000
Other income received2015-12-31$-56,387
Net income (gross income less expenses)2015-12-31$-95,166
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,827,923
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,923,089
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 MONEY PURCHASE PENSION PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$75,003
Expenses. Total of all expenses incurred2014-12-31$35,904
Benefits paid (including direct rollovers)2014-12-31$35,904
Total plan assets at end of year2014-12-31$1,923,088
Total plan assets at beginning of year2014-12-31$1,883,989
Value of fidelity bond covering the plan2014-12-31$225,000
Other income received2014-12-31$75,003
Net income (gross income less expenses)2014-12-31$39,099
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,923,088
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,883,989
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 MONEY PURCHASE PENSION PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$475,550
Expenses. Total of all expenses incurred2013-12-31$26,626
Benefits paid (including direct rollovers)2013-12-31$26,626
Total plan assets at end of year2013-12-31$1,883,989
Total plan assets at beginning of year2013-12-31$1,435,065
Value of fidelity bond covering the plan2013-12-31$225,000
Other income received2013-12-31$475,550
Net income (gross income less expenses)2013-12-31$448,924
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,883,989
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,435,065
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 MONEY PURCHASE PENSION PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$224,695
Expenses. Total of all expenses incurred2012-12-31$22,679
Benefits paid (including direct rollovers)2012-12-31$22,679
Total plan assets at end of year2012-12-31$1,435,065
Total plan assets at beginning of year2012-12-31$1,233,049
Value of fidelity bond covering the plan2012-12-31$225,000
Other income received2012-12-31$215,195
Net income (gross income less expenses)2012-12-31$202,016
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,435,065
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,233,049
Total contributions received or receivable from employer(s)2012-12-31$9,500
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$0
Minimum employer required contribution for this plan year2012-12-31$9,500
Amount contributed by the employer to the plan for this plan year2012-12-31$9,500
2011 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$-12,856
Expenses. Total of all expenses incurred2011-12-31$23,374
Benefits paid (including direct rollovers)2011-12-31$23,374
Total plan assets at end of year2011-12-31$1,233,049
Total plan assets at beginning of year2011-12-31$1,269,279
Value of fidelity bond covering the plan2011-12-31$225,000
Other income received2011-12-31$-26,156
Net income (gross income less expenses)2011-12-31$-36,230
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,233,049
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,269,279
Total contributions received or receivable from employer(s)2011-12-31$13,300
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$0
Minimum employer required contribution for this plan year2011-12-31$13,300
Amount contributed by the employer to the plan for this plan year2011-12-31$13,300
2010 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$181,517
Expenses. Total of all expenses incurred2010-12-31$20,374
Benefits paid (including direct rollovers)2010-12-31$20,374
Total plan assets at end of year2010-12-31$1,269,279
Total plan assets at beginning of year2010-12-31$1,108,136
Value of fidelity bond covering the plan2010-12-31$225,000
Other income received2010-12-31$161,517
Net income (gross income less expenses)2010-12-31$161,143
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,269,279
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,108,136
Total contributions received or receivable from employer(s)2010-12-31$20,000
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$0
Minimum employer required contribution for this plan year2010-12-31$20,000
Amount contributed by the employer to the plan for this plan year2010-12-31$20,000
2009 : J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION 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$0
Minimum employer required contribution for this plan year2009-12-31$20,000
Amount contributed by the employer to the plan for this plan year2009-12-31$20,000

Form 5500 Responses for J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION PLAN & TRUST

2018: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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
2010: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: J BLUM CO INC THIRD AMENDED & RESTATED EMPLOYEES MONEY PURCHASE PENSION 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

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