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J & J WELLNESS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameJ & J WELLNESS, INC. RETIREMENT PLAN
Plan identification number 001

J & J WELLNESS, INC. RETIREMENT PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J & J WELLNESS, INC. has sponsored the creation of one or more 401k plans.

Company Name:J & J WELLNESS, INC.
Employer identification number (EIN):821463564
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & J WELLNESS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JEFFREY DANIEL HECK
0012023-01-01SHIRLEY HORNER2024-07-31
0012023-01-01
0012023-01-01JEFFREY DANIEL HECK
0012022-01-01NICK RICE2023-09-11
0012022-01-01
0012022-01-01JEFFREY DANIEL HECK
0012021-01-01
0012021-01-01JEFFREY DANIEL HECK
0012020-01-01
0012019-01-01
0012018-01-01
0012017-05-08JEFFREY DANIEL HECK

Financial Data on J & J WELLNESS, INC. RETIREMENT PLAN

Measure Date Value
2025 : J & J WELLNESS, INC. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-13628
Net assets as of the end of the plan year2025-08-13103562
Total assets as of the beginning of the plan year2025-08-1348387
Value of plan covered by a fidelity bond2025-08-135000
Participant contributions to plan in this plan year2025-08-1340208
Value of participant loans at end of plan year2025-08-133993
Other income to plan in this plan year2025-08-138458
Plan net income in this plan year2025-08-1355175
Net assets as of the end of the plan year2025-08-13103562
Net assets as of the beginning of the plan year2025-08-1348387
Employer contributions to plan in this plan year2025-08-137137
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-13628
2023 : J & J WELLNESS, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$-693,360
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$1,522,040
Total plan assets at beginning of year2023-12-31$2,215,400
Value of fidelity bond covering the plan2023-12-31$22,500
Other income received2023-12-31$-693,360
Net income (gross income less expenses)2023-12-31$-693,360
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,522,040
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,215,400
Assets. Value of employer securities2023-12-31$1,507,915
2022 : J & J WELLNESS, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$1,116,645
Expenses. Total of all expenses incurred2022-12-31$29,733
Benefits paid (including direct rollovers)2022-12-31$29,718
Total plan assets at end of year2022-12-31$2,215,400
Total plan assets at beginning of year2022-12-31$1,128,488
Value of fidelity bond covering the plan2022-12-31$22,500
Contributions received from other sources (not participants or employers)2022-12-31$70,000
Other income received2022-12-31$1,046,645
Net income (gross income less expenses)2022-12-31$1,086,912
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,215,400
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,128,488
Assets. Value of employer securities2022-12-31$2,205,258
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$15
2021 : J & J WELLNESS, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$685,504
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$1,128,488
Total plan assets at beginning of year2021-12-31$442,984
Value of fidelity bond covering the plan2021-12-31$22,500
Other income received2021-12-31$685,504
Net income (gross income less expenses)2021-12-31$685,504
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,128,488
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$442,984
Assets. Value of participant loans2021-12-31$29,718
Assets. Value of employer securities2021-12-31$1,084,192
2020 : J & J WELLNESS, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,741
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$442,984
Total plan assets at beginning of year2020-12-31$441,243
Value of fidelity bond covering the plan2020-12-31$22,500
Other income received2020-12-31$1,741
Net income (gross income less expenses)2020-12-31$1,741
Net plan assets at end of year (total assets less liabilities)2020-12-31$442,984
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$441,243
Assets. Value of participant loans2020-12-31$29,718
Assets. Value of employer securities2020-12-31$399,599
2019 : J & J WELLNESS, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$216,310
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$441,243
Total plan assets at beginning of year2019-12-31$224,933
Value of fidelity bond covering the plan2019-12-31$22,500
Contributions received from other sources (not participants or employers)2019-12-31$147,798
Other income received2019-12-31$68,512
Net income (gross income less expenses)2019-12-31$216,310
Net plan assets at end of year (total assets less liabilities)2019-12-31$441,243
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$224,933
Assets. Value of participant loans2019-12-31$30,908
Assets. Value of employer securities2019-12-31$399,599
2018 : J & J WELLNESS, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-137,495
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$224,933
Total plan assets at beginning of year2018-12-31$362,428
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$39,306
Other income received2018-12-31$-176,801
Net income (gross income less expenses)2018-12-31$-137,495
Net plan assets at end of year (total assets less liabilities)2018-12-31$224,933
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$362,428
Assets. Value of participant loans2018-12-31$40,308
Assets. Value of employer securities2018-12-31$182,679
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : J & J WELLNESS, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$416,925
Expenses. Total of all expenses incurred2017-12-31$54,497
Benefits paid (including direct rollovers)2017-12-31$54,467
Total plan assets at end of year2017-12-31$362,428
Total plan assets at beginning of year2017-12-31$0
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$496,068
Other income received2017-12-31$-79,143
Net income (gross income less expenses)2017-12-31$362,428
Net plan assets at end of year (total assets less liabilities)2017-12-31$362,428
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Assets. Value of participant loans2017-12-31$49,155
Assets. Value of employer securities2017-12-31$312,302
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$54,468

Form 5500 Responses for J & J WELLNESS, INC. RETIREMENT PLAN

2023: J & J WELLNESS, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: J & J WELLNESS, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: J & J WELLNESS, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J & J WELLNESS, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J & J WELLNESS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J & J WELLNESS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J & J WELLNESS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-05-08Type of plan entitySingle employer plan
2017-05-08First time form 5500 has been submittedYes
2017-05-08This return/report is a short plan year return/report (less than 12 months)Yes
2017-05-08Plan funding arrangement – TrustYes
2017-05-08Plan benefit arrangement - TrustYes

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