401k Plan data: JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN plan

JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan Name	JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN
Plan identification number	001

JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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

JULES SELTZER ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: JULES SELTZER ASSOCIATES

Employer identification number (EIN): 951930632

NAIC Classification: 337000

Additional information about JULES SELTZER ASSOCIATES

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0335952

More information about JULES SELTZER ASSOCIATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-11-01
001 2021-11-01
001 2020-11-01 JEFFREY KAUFMAN 2022-06-15 JEFFREY KAUFMAN 2022-06-15
001 2019-11-01
001 2018-11-01
001 2017-11-01
001 2016-11-01
001 2015-11-01
001 2014-11-01
001 2013-11-01 JEFFREY KAUFMAN
001 2012-11-01 GRANT SELTZER OR LINDA SELTZER
001 2011-11-01 GRANT SELTZER OR LINDA SELTZER
001 2009-11-01 GRANT SELTZER OR LINDA SELTZER
001 2008-11-01

Plan Statistics for JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN

401k plan membership statisitcs for JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2013: JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 10
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 1
Total of all active and inactive participants 2013-11-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 11
Number of participants with account balances 2013-11-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 10
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 1
Total of all active and inactive participants 2012-11-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 11
Number of participants with account balances 2012-11-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 10
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 1
Total of all active and inactive participants 2011-11-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 11
Number of participants with account balances 2011-11-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2009: JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 11
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 4
Total of all active and inactive participants 2009-11-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 15
Number of participants with account balances 2009-11-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 1

Measure	Date	Value
2013: JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	10
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	1
Total of all active and inactive participants	2013-11-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	11
Number of participants with account balances	2013-11-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	10
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	1
Total of all active and inactive participants	2012-11-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	11
Number of participants with account balances	2012-11-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	10
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	1
Total of all active and inactive participants	2011-11-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	11
Number of participants with account balances	2011-11-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2009: JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	11
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	4
Total of all active and inactive participants	2009-11-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	15
Number of participants with account balances	2009-11-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	1

Financial Data on JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN

Measure	Date	Value
2014 : JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-10-31	$0
Total plan liabilities at end of year	2014-10-31	$0
Total plan liabilities at beginning of year	2014-10-31	$86
Total income from all sources	2014-10-31	$13,547
Expenses. Total of all expenses incurred	2014-10-31	$5,272
Benefits paid (including direct rollovers)	2014-10-31	$1,162
Total plan assets at end of year	2014-10-31	$422,288
Total plan assets at beginning of year	2014-10-31	$414,099
Value of fidelity bond covering the plan	2014-10-31	$120,000
Total contributions received or receivable from participants	2014-10-31	$2,650
Contributions received from other sources (not participants or employers)	2014-10-31	$0
Other income received	2014-10-31	$10,897
Noncash contributions received	2014-10-31	$0
Net income (gross income less expenses)	2014-10-31	$8,275
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$422,288
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$414,013
Assets. Value of participant loans	2014-10-31	$31,073
Total contributions received or receivable from employer(s)	2014-10-31	$0
Value of certain deemed distributions of participant loans	2014-10-31	$0
Value of corrective distributions	2014-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$4,110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-10-31	$0
2013 : JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-10-31	$86
Total plan liabilities at beginning of year	2013-10-31	$132
Total income from all sources	2013-10-31	$3,454
Expenses. Total of all expenses incurred	2013-10-31	$12,828
Benefits paid (including direct rollovers)	2013-10-31	$6,548
Total plan assets at end of year	2013-10-31	$414,099
Total plan assets at beginning of year	2013-10-31	$423,519
Value of fidelity bond covering the plan	2013-10-31	$120,000
Total contributions received or receivable from participants	2013-10-31	$2,600
Expenses. Other expenses not covered elsewhere	2013-10-31	$6,280
Contributions received from other sources (not participants or employers)	2013-10-31	$0
Other income received	2013-10-31	$854
Noncash contributions received	2013-10-31	$0
Net income (gross income less expenses)	2013-10-31	$-9,374
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$414,013
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$423,387
Assets. Value of participant loans	2013-10-31	$17,718
Total contributions received or receivable from employer(s)	2013-10-31	$0
Value of certain deemed distributions of participant loans	2013-10-31	$0
Value of corrective distributions	2013-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-31	$0
2012 : JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-10-31	$132
Total plan liabilities at beginning of year	2012-10-31	$0
Total income from all sources	2012-10-31	$9,844
Expenses. Total of all expenses incurred	2012-10-31	$10,323
Benefits paid (including direct rollovers)	2012-10-31	$1,973
Total plan assets at end of year	2012-10-31	$423,519
Total plan assets at beginning of year	2012-10-31	$423,866
Value of fidelity bond covering the plan	2012-10-31	$120,000
Total contributions received or receivable from participants	2012-10-31	$2,400
Expenses. Other expenses not covered elsewhere	2012-10-31	$8,350
Contributions received from other sources (not participants or employers)	2012-10-31	$0
Other income received	2012-10-31	$7,444
Noncash contributions received	2012-10-31	$0
Net income (gross income less expenses)	2012-10-31	$-479
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$423,387
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$423,866
Assets. Value of participant loans	2012-10-31	$26,634
Total contributions received or receivable from employer(s)	2012-10-31	$0
Value of certain deemed distributions of participant loans	2012-10-31	$0
Value of corrective distributions	2012-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-10-31	$0
2011 : JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-10-31	$0
Total plan liabilities at end of year	2011-10-31	$0
Total plan liabilities at beginning of year	2011-10-31	$0
Total income from all sources	2011-10-31	$6,341
Expenses. Total of all expenses incurred	2011-10-31	$25,153
Benefits paid (including direct rollovers)	2011-10-31	$24,718
Total plan assets at end of year	2011-10-31	$423,866
Total plan assets at beginning of year	2011-10-31	$442,678
Value of fidelity bond covering the plan	2011-10-31	$120,000
Total contributions received or receivable from participants	2011-10-31	$2,600
Expenses. Other expenses not covered elsewhere	2011-10-31	$435
Other income received	2011-10-31	$3,741
Net income (gross income less expenses)	2011-10-31	$-18,812
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$423,866
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$442,678
Assets. Value of participant loans	2011-10-31	$36,772
Total contributions received or receivable from employer(s)	2011-10-31	$0
Value of certain deemed distributions of participant loans	2011-10-31	$0
Value of corrective distributions	2011-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-10-31	$0
2010 : JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-10-31	$0

Form 5500 Responses for JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN

2013: JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: JULES SELTZER ASSOCIATES EMPLOYEES' PROFIT SHARING PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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Company Name:	JULES SELTZER ASSOCIATES
Employer identification number (EIN):	951930632
NAIC Classification:	337000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0335952

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-11-01
001	2021-11-01
001	2020-11-01	JEFFREY KAUFMAN	2022-06-15	JEFFREY KAUFMAN	2022-06-15
001	2019-11-01
001	2018-11-01
001	2017-11-01
001	2016-11-01
001	2015-11-01
001	2014-11-01
001	2013-11-01	JEFFREY KAUFMAN
001	2012-11-01	GRANT SELTZER OR LINDA SELTZER
001	2011-11-01	GRANT SELTZER OR LINDA SELTZER
001	2009-11-01	GRANT SELTZER OR LINDA SELTZER
001	2008-11-01