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L & J ASSOCIATES, LLC MONEY PURCHASE PLAN 401k Plan overview

Plan NameL & J ASSOCIATES, LLC MONEY PURCHASE PLAN
Plan identification number 001

L & J ASSOCIATES, LLC MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

L & J ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:L & J ASSOCIATES, LLC
Employer identification number (EIN):833947270
NAIC Classification:213110
NAIC Description: Support Activities for Mining

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L & J ASSOCIATES, LLC MONEY PURCHASE 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
0012019-05-01

Plan Statistics for L & J ASSOCIATES, LLC MONEY PURCHASE PLAN

401k plan membership statisitcs for L & J ASSOCIATES, LLC MONEY PURCHASE PLAN

Measure Date Value
2025: L & J ASSOCIATES, LLC MONEY PURCHASE PLAN 2025 401k membership
Total number of particpants at beginning of year2025-02-115
Total number of particpants at end of year2025-02-115
Number of Participants With Account Balances2025-02-115
2024: L & J ASSOCIATES, LLC MONEY PURCHASE PLAN 2024 401k membership
Total number of particpants at beginning of year2024-02-095
Total number of particpants at end of year2024-02-095
Number of Participants With Account Balances2024-02-095
2022: L & J ASSOCIATES, LLC MONEY PURCHASE PLAN 2022 401k membership
Total number of particpants at beginning of year2022-02-155
Total number of particpants at end of year2022-02-155
Number of Participants With Account Balances2022-02-155

Financial Data on L & J ASSOCIATES, LLC MONEY PURCHASE PLAN

Measure Date Value
2025 : L & J ASSOCIATES, LLC MONEY PURCHASE PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-1117615
Net assets as of the end of the plan year2025-02-111553282
Total assets as of the beginning of the plan year2025-02-111230620
Value of plan covered by a fidelity bond2025-02-11200000
Other income to plan in this plan year2025-02-11229874
Plan net income in this plan year2025-02-11322662
Net assets as of the end of the plan year2025-02-111553282
Net assets as of the beginning of the plan year2025-02-111230620
Value of funding deficiency2025-02-110
Value of employer contributions paid2025-02-11110403
Employer contributions to plan in this plan year2025-02-11110403
2024 : L & J ASSOCIATES, LLC MONEY PURCHASE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-02-090
Net assets as of the end of the plan year2024-02-091230620
Total assets as of the beginning of the plan year2024-02-09913356
Value of plan covered by a fidelity bond2024-02-09130000
Other income to plan in this plan year2024-02-09215039
Plan net income in this plan year2024-02-09317264
Net assets as of the end of the plan year2024-02-091230620
Net assets as of the beginning of the plan year2024-02-09913356
Value of funding deficiency2024-02-090
Value of employer contributions paid2024-02-09102225
Employer contributions to plan in this plan year2024-02-09102225
2022 : L & J ASSOCIATES, LLC MONEY PURCHASE PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-02-150
Net assets as of the end of the plan year2022-02-15970747
Total assets as of the beginning of the plan year2022-02-15735132
Value of plan covered by a fidelity bond2022-02-15100000
Other income to plan in this plan year2022-02-15149930
Plan net income in this plan year2022-02-15235615
Net assets as of the end of the plan year2022-02-15970747
Net assets as of the beginning of the plan year2022-02-15735132
Value of funding deficiency2022-02-150
Value of employer contributions paid2022-02-1585685
Employer contributions to plan in this plan year2022-02-1585685

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