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Plan Name | RETIREMENT BENEFITS 401(K) PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | JEH & ASSOCIATES, INC. |
Employer identification number (EIN): | 911722473 |
NAIC Classification: | 525100 |
NAIC Description: | Insurance and Employee Benefit Funds |
Additional information about JEH & ASSOCIATES, INC.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1996-05-09 |
Company Identification Number: | 601711819 |
Legal Registered Office Address: |
701 5TH AVENUE STE 5500 SEATTLE United States of America (USA) 98104 |
More information about JEH & ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2012-01-01 | RON BLAIR | |||
001 | 2011-01-01 | RONALD D. BLAIR |
Measure | Date | Value |
---|---|---|
2012: RETIREMENT BENEFITS 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
Total of all active and inactive participants | 2012-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 11 |
Number of participants with account balances | 2012-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: RETIREMENT BENEFITS 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 10 |
Number of participants with account balances | 2011-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2012 : RETIREMENT BENEFITS 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $118,960 |
Expenses. Total of all expenses incurred | 2012-12-31 | $24,000 |
Benefits paid (including direct rollovers) | 2012-12-31 | $24,000 |
Total plan assets at end of year | 2012-12-31 | $950,642 |
Total plan assets at beginning of year | 2012-12-31 | $855,682 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $39,000 |
Other income received | 2012-12-31 | $64,097 |
Net income (gross income less expenses) | 2012-12-31 | $94,960 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $950,642 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $855,682 |
Assets. Value of participant loans | 2012-12-31 | $3,789 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $450,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $15,863 |
2011 : RETIREMENT BENEFITS 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $84,680 |
Expenses. Total of all expenses incurred | 2011-12-31 | $65,966 |
Benefits paid (including direct rollovers) | 2011-12-31 | $65,966 |
Total plan assets at end of year | 2011-12-31 | $855,682 |
Total plan assets at beginning of year | 2011-12-31 | $836,968 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $60,500 |
Other income received | 2011-12-31 | $8,481 |
Net income (gross income less expenses) | 2011-12-31 | $18,714 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $855,682 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $836,968 |
Assets. Value of participant loans | 2011-12-31 | $6,901 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $410,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $15,699 |
2010 : RETIREMENT BENEFITS 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $17,405 |
Total income from all sources | 2010-12-31 | $177,658 |
Expenses. Total of all expenses incurred | 2010-12-31 | $24,000 |
Benefits paid (including direct rollovers) | 2010-12-31 | $24,000 |
Total plan assets at end of year | 2010-12-31 | $836,968 |
Total plan assets at beginning of year | 2010-12-31 | $665,905 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $37,550 |
Other income received | 2010-12-31 | $122,573 |
Net income (gross income less expenses) | 2010-12-31 | $153,658 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $836,968 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $665,905 |
Assets. Value of participant loans | 2010-12-31 | $11,560 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $380,000 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $17,535 |
2012: RETIREMENT BENEFITS 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT BENEFITS 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |