401k Plan data: PENSION BENEFIT PLAN plan

PENSION BENEFIT PLAN 401k Plan overview

Plan Name	PENSION BENEFIT PLAN
Plan identification number	001

PENSION BENEFIT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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.

401k Sponsoring company profile

JANUS OF SANTA CRUZ has sponsored the creation of one or more 401k plans.

Company Name: JANUS OF SANTA CRUZ

Employer identification number (EIN): 942739130

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 MARIANNE BUCKLEY 2023-06-28
001 2020-07-01
001 2019-07-01 MARIANNE BUCKLEY 2021-04-16
001 2014-07-01 JESSE NAVARRO 2015-12-16 JESSE NAVARRO 2015-12-16
001 2013-07-01 JESSE NAVARRO 2015-04-15
001 2012-07-01 JESSE NAVARRO 2015-04-07 JESSE NAVARRO 2015-04-07
001 2011-07-01 JESSE NAVARRO 2013-01-14
001 2010-07-01 JESSE NAVARRO 2013-01-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01	MARIANNE BUCKLEY	2023-06-28
001	2020-07-01
001	2019-07-01	MARIANNE BUCKLEY	2021-04-16
001	2014-07-01	JESSE NAVARRO	2015-12-16	JESSE NAVARRO	2015-12-16
001	2013-07-01	JESSE NAVARRO	2015-04-15
001	2012-07-01	JESSE NAVARRO	2015-04-07	JESSE NAVARRO	2015-04-07
001	2011-07-01	JESSE NAVARRO	2013-01-14
001	2010-07-01	JESSE NAVARRO	2013-01-14

Plan Statistics for PENSION BENEFIT PLAN

401k plan membership statisitcs for PENSION BENEFIT PLAN

Measure Date Value
2021: PENSION BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 115
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 130
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 26
Total of all active and inactive participants 2021-07-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 156
Number of participants with account balances 2021-07-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2019: PENSION BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 118
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 87
Number of retired or separated participants receiving benefits 2019-07-01 10
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 97
Total participants 2019-07-01 97
Number of participants with account balances 2019-07-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0

Measure	Date	Value
2021: PENSION BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	115
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	130
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	26
Total of all active and inactive participants	2021-07-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	156
Number of participants with account balances	2021-07-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2019: PENSION BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	118
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	87
Number of retired or separated participants receiving benefits	2019-07-01	10
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	97
Total participants	2019-07-01	97
Number of participants with account balances	2019-07-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0

Financial Data on PENSION BENEFIT PLAN

Measure	Date	Value
2022 : PENSION BENEFIT PLAN 2022 401k financial data
Total income from all sources	2022-06-30	$148,563
Expenses. Total of all expenses incurred	2022-06-30	$142,521
Benefits paid (including direct rollovers)	2022-06-30	$130,403
Total plan assets at end of year	2022-06-30	$543,207
Total plan assets at beginning of year	2022-06-30	$537,165
Value of fidelity bond covering the plan	2022-06-30	$54,000
Total contributions received or receivable from participants	2022-06-30	$219,876
Contributions received from other sources (not participants or employers)	2022-06-30	$3,406
Other income received	2022-06-30	$-74,719
Net income (gross income less expenses)	2022-06-30	$6,042
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$543,207
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$537,165
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$12,118
2020 : PENSION BENEFIT PLAN 2020 401k financial data
Total income from all sources	2020-06-30	$185,738
Expenses. Total of all expenses incurred	2020-06-30	$200,699
Benefits paid (including direct rollovers)	2020-06-30	$200,699
Total plan assets at end of year	2020-06-30	$466,972
Total plan assets at beginning of year	2020-06-30	$481,933
Value of fidelity bond covering the plan	2020-06-30	$49,000
Total contributions received or receivable from participants	2020-06-30	$161,621
Other income received	2020-06-30	$24,117
Net income (gross income less expenses)	2020-06-30	$-14,961
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$466,972
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$481,933
2019 : PENSION BENEFIT PLAN 2019 401k financial data
Total income from all sources	2019-06-30	$159,762
Expenses. Total of all expenses incurred	2019-06-30	$13,189
Benefits paid (including direct rollovers)	2019-06-30	$7,814
Total plan assets at end of year	2019-06-30	$481,933
Total plan assets at beginning of year	2019-06-30	$335,360
Value of fidelity bond covering the plan	2019-06-30	$49,000
Total contributions received or receivable from participants	2019-06-30	$127,166
Other income received	2019-06-30	$32,596
Net income (gross income less expenses)	2019-06-30	$146,573
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$481,933
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$335,360
Assets. Value of participant loans	2019-06-30	$2,853
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$5,375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
2018 : PENSION BENEFIT PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0

Form 5500 Responses for PENSION BENEFIT PLAN

2021: PENSION BENEFIT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2019: PENSION BENEFIT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JANUS OF SANTA CRUZ
Employer identification number (EIN):	942739130
NAIC Classification:	624100
NAIC Description:	Individual and Family Services