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J & S ENTERPRISES 401K PLAN 401k Plan overview

Plan NameJ & S ENTERPRISES 401K PLAN
Plan identification number 001

J & S ENTERPRISES 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JAMES STEVENSON has sponsored the creation of one or more 401k plans.

Company Name:JAMES STEVENSON
Employer identification number (EIN):820527089
NAIC Classification:446110
NAIC Description:Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & S ENTERPRISES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01JIM STEVENSON2016-06-13
0012014-01-01JIM STEVENSON2015-06-30
0012013-01-01JIM STEVENSON2014-06-09
0012012-01-01JIM STEVENSON2013-07-31
0012011-01-01JIM STEVENSON2012-07-16
0012010-01-01JIM STEVENSON2011-07-08

Plan Statistics for J & S ENTERPRISES 401K PLAN

401k plan membership statisitcs for J & S ENTERPRISES 401K PLAN

Measure Date Value
2025: J & S ENTERPRISES 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-2911
Total number of particpants at end of year2025-08-2911
Number of Participants With Account Balances2025-08-299
2024: J & S ENTERPRISES 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1211
Total number of particpants at end of year2024-07-1211
Number of Participants With Account Balances2024-07-1210

Financial Data on J & S ENTERPRISES 401K PLAN

Measure Date Value
2025 : J & S ENTERPRISES 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-2942568
Net assets as of the end of the plan year2025-08-291855524
Total assets as of the beginning of the plan year2025-08-291611415
Value of plan covered by a fidelity bond2025-08-29200000
Participant contributions to plan in this plan year2025-08-2961000
Other expenses paid from plan in this plan year2025-08-290
Other contributions to plan in this plan year2025-08-290
Other income to plan in this plan year2025-08-29170505
Plan net income in this plan year2025-08-29244109
Net assets as of the end of the plan year2025-08-291855524
Net assets as of the beginning of the plan year2025-08-291611415
Employer contributions to plan in this plan year2025-08-2955172
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-296654
2024 : J & S ENTERPRISES 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-125374
Net assets as of the end of the plan year2024-07-121611415
Total assets as of the beginning of the plan year2024-07-121303822
Value of plan covered by a fidelity bond2024-07-12100000
Participant contributions to plan in this plan year2024-07-1254007
Other expenses paid from plan in this plan year2024-07-120
Other contributions to plan in this plan year2024-07-120
Other income to plan in this plan year2024-07-12190255
Plan net income in this plan year2024-07-12307593
Net assets as of the end of the plan year2024-07-121611415
Net assets as of the beginning of the plan year2024-07-121303822
Employer contributions to plan in this plan year2024-07-1268705
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-125374

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