JASON GROUP INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JASON EMPLOYEE SAVINGS & PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : JASON EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $862,002 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-7,165,447 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $7,966,167 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,765,399 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,477,629 |
Value of total assets at end of year | 2022-12-31 | $58,896,500 |
Value of total assets at beginning of year | 2022-12-31 | $73,166,112 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $200,768 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,989,199 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,989,199 |
Administrative expenses professional fees incurred | 2022-12-31 | $136,343 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $3,338,181 |
Participant contributions at end of year | 2022-12-31 | $12,287 |
Participant contributions at beginning of year | 2022-12-31 | $16,711 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $54,222 |
Other income not declared elsewhere | 2022-12-31 | $6,668 |
Total non interest bearing cash at end of year | 2022-12-31 | $20,556 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $2,054 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-15,131,614 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $58,896,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $73,166,112 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $64,425 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $45,538,193 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $58,062,148 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $13,320,517 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $15,078,996 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-12,521,729 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-1,117,214 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,085,226 |
Employer contributions (assets) at end of year | 2022-12-31 | $4,947 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $6,203 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,765,399 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : JASON EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $10,828,510 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $8,717,359 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $8,529,815 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,064,580 |
Value of total assets at end of year | 2021-12-31 | $73,166,112 |
Value of total assets at beginning of year | 2021-12-31 | $71,054,961 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $187,544 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,050,303 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,050,303 |
Administrative expenses professional fees incurred | 2021-12-31 | $142,544 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,017,256 |
Participant contributions at end of year | 2021-12-31 | $16,711 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $73,426 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $201,083 |
Total non interest bearing cash at end of year | 2021-12-31 | $2,054 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $70,291 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,111,151 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $73,166,112 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $71,054,961 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $45,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $58,062,148 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $63,105,675 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $15,078,996 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $7,677,912 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,505,015 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $208,612 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $973,898 |
Employer contributions (assets) at end of year | 2021-12-31 | $6,203 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $8,529,815 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : JASON EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $255,778 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $10,899,861 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $13,126,557 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $12,923,983 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,305,869 |
Value of total assets at end of year | 2020-12-31 | $71,054,961 |
Value of total assets at beginning of year | 2020-12-31 | $73,025,879 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $202,574 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $883,483 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $883,483 |
Administrative expenses professional fees incurred | 2020-12-31 | $157,574 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,835,717 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $108,596 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $201,083 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $50,614 |
Other income not declared elsewhere | 2020-12-31 | $83,415 |
Total non interest bearing cash at end of year | 2020-12-31 | $70,291 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $12,941 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-2,226,696 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $71,054,961 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $73,025,879 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $45,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $63,105,675 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $53,475,401 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $7,677,912 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $19,486,923 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $177,409 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $6,449,685 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $361,556 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $12,923,983 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |