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Plan Name | THE JACK OLSTA CO. RETIREMENT PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | THE JACK OLSTA CO. |
Employer identification number (EIN): | 760230964 |
NAIC Classification: | 453990 |
Additional information about THE JACK OLSTA CO.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1987-10-02 |
Company Identification Number: | 0106401600 |
Legal Registered Office Address: |
PO BOX 8668 HUNTSVILLE United States of America (USA) 77340 |
More information about THE JACK OLSTA CO.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | JOHN OLSTA | 2023-10-10 | ||
003 | 2021-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | ||||
003 | 2016-01-01 | ||||
003 | 2015-01-01 | JOHN E. OLSTA JR. | |||
003 | 2014-01-01 | JOHN E. OLSTA JR. | |||
003 | 2013-01-01 | JOHN E. OLSTA JR. | |||
003 | 2012-01-01 | JOHN E OLSTA JR | JOHN E OLSTA JR | 2013-07-16 | |
003 | 2011-01-01 | JOHN E OLSTA JR | |||
003 | 2009-01-01 | JOHN E OLSTA JR | JOHN E OLSTA JR | 2010-05-17 |
Measure | Date | Value |
---|---|---|
2015: THE JACK OLSTA CO. RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 43 |
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 | 25 |
Total of all active and inactive participants | 2015-01-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 68 |
Number of participants with account balances | 2015-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: THE JACK OLSTA CO. RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 40 |
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 | 20 |
Total of all active and inactive participants | 2014-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 60 |
Number of participants with account balances | 2014-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: THE JACK OLSTA CO. RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 34 |
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 | 17 |
Total of all active and inactive participants | 2013-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 51 |
Number of participants with account balances | 2013-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: THE JACK OLSTA CO. RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 31 |
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 | 14 |
Total of all active and inactive participants | 2012-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 45 |
Number of participants with account balances | 2012-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: THE JACK OLSTA CO. RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 17 |
Total of all active and inactive participants | 2011-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 43 |
Number of participants with account balances | 2011-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: THE JACK OLSTA CO. RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 8 |
Total of all active and inactive participants | 2009-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 33 |
Number of participants with account balances | 2009-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : THE JACK OLSTA CO. RETIREMENT PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $498,970 |
Expenses. Total of all expenses incurred | 2015-12-31 | $82,085 |
Benefits paid (including direct rollovers) | 2015-12-31 | $80,755 |
Total plan assets at end of year | 2015-12-31 | $4,546,734 |
Total plan assets at beginning of year | 2015-12-31 | $4,129,849 |
Value of fidelity bond covering the plan | 2015-12-31 | $450,000 |
Total contributions received or receivable from participants | 2015-12-31 | $196,404 |
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 | $18,357 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $416,885 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,546,734 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,129,849 |
Assets. Value of participant loans | 2015-12-31 | $95,129 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $284,209 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,330 |
2014 : THE JACK OLSTA CO. RETIREMENT PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $543,971 |
Expenses. Total of all expenses incurred | 2014-12-31 | $64,392 |
Benefits paid (including direct rollovers) | 2014-12-31 | $63,102 |
Total plan assets at end of year | 2014-12-31 | $4,129,849 |
Total plan assets at beginning of year | 2014-12-31 | $3,650,270 |
Value of fidelity bond covering the plan | 2014-12-31 | $375,000 |
Total contributions received or receivable from participants | 2014-12-31 | $91,298 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $97 |
Other income received | 2014-12-31 | $188,543 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $479,579 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,129,849 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,650,270 |
Assets. Value of participant loans | 2014-12-31 | $103,531 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $264,033 |
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 | $1,290 |
2013 : THE JACK OLSTA CO. RETIREMENT PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $873,202 |
Expenses. Total of all expenses incurred | 2013-12-31 | $2,485 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,230 |
Total plan assets at end of year | 2013-12-31 | $3,650,270 |
Total plan assets at beginning of year | 2013-12-31 | $2,779,553 |
Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
Total contributions received or receivable from participants | 2013-12-31 | $157,309 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $484,702 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $870,717 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,650,270 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,779,553 |
Assets. Value of participant loans | 2013-12-31 | $104,186 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $231,191 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,255 |
2012 : THE JACK OLSTA CO. RETIREMENT PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $596,701 |
Expenses. Total of all expenses incurred | 2012-12-31 | $351,933 |
Benefits paid (including direct rollovers) | 2012-12-31 | $346,888 |
Total plan assets at end of year | 2012-12-31 | $2,779,553 |
Total plan assets at beginning of year | 2012-12-31 | $2,534,785 |
Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
Total contributions received or receivable from participants | 2012-12-31 | $85,745 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $10,738 |
Other income received | 2012-12-31 | $308,802 |
Net income (gross income less expenses) | 2012-12-31 | $244,768 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,779,553 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,534,785 |
Assets. Value of participant loans | 2012-12-31 | $39,794 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $191,416 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $3,570 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,475 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : THE JACK OLSTA CO. RETIREMENT PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $252,189 |
Expenses. Total of all expenses incurred | 2011-12-31 | $10,401 |
Benefits paid (including direct rollovers) | 2011-12-31 | $9,246 |
Total plan assets at end of year | 2011-12-31 | $2,534,785 |
Total plan assets at beginning of year | 2011-12-31 | $2,292,997 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Total contributions received or receivable from participants | 2011-12-31 | $131,302 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $6,593 |
Other income received | 2011-12-31 | $-71,693 |
Net income (gross income less expenses) | 2011-12-31 | $241,788 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,534,785 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,292,997 |
Assets. Value of participant loans | 2011-12-31 | $37,036 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $185,987 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,155 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : THE JACK OLSTA CO. RETIREMENT PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $387,687 |
Expenses. Total of all expenses incurred | 2010-12-31 | $57,223 |
Benefits paid (including direct rollovers) | 2010-12-31 | $55,943 |
Total plan assets at end of year | 2010-12-31 | $2,292,997 |
Total plan assets at beginning of year | 2010-12-31 | $1,962,533 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Total contributions received or receivable from participants | 2010-12-31 | $46,153 |
Other income received | 2010-12-31 | $261,591 |
Net income (gross income less expenses) | 2010-12-31 | $330,464 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,292,997 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,962,533 |
Assets. Value of participant loans | 2010-12-31 | $36,614 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $79,943 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,280 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : THE JACK OLSTA CO. RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2015: THE JACK OLSTA CO. RETIREMENT 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: THE JACK OLSTA CO. RETIREMENT 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: THE JACK OLSTA CO. RETIREMENT 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: THE JACK OLSTA CO. RETIREMENT 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE JACK OLSTA CO. RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE JACK OLSTA CO. RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |