J.L. & COMPANY, LTD has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : JOHN LOBB 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-09-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-30 | 311966 |
| Net assets as of the end of the plan year | 2025-09-30 | 4194579 |
| Total assets as of the beginning of the plan year | 2025-09-30 | 3710289 |
| Participant contributions to plan in this plan year | 2025-09-30 | 91103 |
| Other income to plan in this plan year | 2025-09-30 | 659364 |
| Plan net income in this plan year | 2025-09-30 | 484290 |
| Net assets as of the end of the plan year | 2025-09-30 | 4194579 |
| Net assets as of the beginning of the plan year | 2025-09-30 | 3710289 |
| Employer contributions to plan in this plan year | 2025-09-30 | 45789 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-30 | 2466 |
| 2024 : JOHN LOBB 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-12 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-12 | 172076 |
| Net assets as of the end of the plan year | 2024-06-12 | 3710289 |
| Total assets as of the beginning of the plan year | 2024-06-12 | 3016960 |
| Participant contributions to plan in this plan year | 2024-06-12 | 118953 |
| Other expenses paid from plan in this plan year | 2024-06-12 | 0 |
| Other contributions to plan in this plan year | 2024-06-12 | 0 |
| Other income to plan in this plan year | 2024-06-12 | 692338 |
| Plan net income in this plan year | 2024-06-12 | 693329 |
| Net assets as of the end of the plan year | 2024-06-12 | 3710289 |
| Net assets as of the beginning of the plan year | 2024-06-12 | 3016960 |
| Employer contributions to plan in this plan year | 2024-06-12 | 54114 |
| Fees paid to broker by Benefit Provider | 2024-06-12 | 6338 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-12 | 50 |
| 2022 : JOHN LOBB 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-17 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-17 | 509690 |
| Net assets as of the end of the plan year | 2022-05-17 | 3771210 |
| Total assets as of the beginning of the plan year | 2022-05-17 | 3506756 |
| Value of plan covered by a fidelity bond | 2022-05-17 | 500000 |
| Participant contributions to plan in this plan year | 2022-05-17 | 159767 |
| Value of participant loans at end of plan year | 2022-05-17 | 1319 |
| Other expenses paid from plan in this plan year | 2022-05-17 | 1822 |
| Other contributions to plan in this plan year | 2022-05-17 | 0 |
| Other income to plan in this plan year | 2022-05-17 | 551545 |
| Plan net income in this plan year | 2022-05-17 | 264454 |
| Net assets as of the end of the plan year | 2022-05-17 | 3771210 |
| Net assets as of the beginning of the plan year | 2022-05-17 | 3506756 |
| Employer contributions to plan in this plan year | 2022-05-17 | 62832 |
| Fees paid to broker by Benefit Provider | 2022-05-17 | 7295 |
| 2014 : JOHN LOBB 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $193,808 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $17,070 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $17,000 |
| Total plan assets at end of year | 2014-12-31 | $1,057,360 |
| Total plan assets at beginning of year | 2014-12-31 | $880,622 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $109,430 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $70 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $47,366 |
| Net income (gross income less expenses) | 2014-12-31 | $176,738 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,057,360 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $880,622 |
| Assets. Value of participant loans | 2014-12-31 | $27,553 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $37,012 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2011 : JOHN LOBB 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $78,019 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $6,511 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $494,744 |
| Total plan assets at beginning of year | 2011-12-31 | $423,236 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $55,585 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $690 |
| Net income (gross income less expenses) | 2011-12-31 | $71,508 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $494,744 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $423,236 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $21,744 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $6,511 |
| 2010 : JOHN LOBB 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $94,686 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $7,632 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $423,236 |
| Total plan assets at beginning of year | 2010-12-31 | $336,182 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $50,989 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $23,072 |
| Net income (gross income less expenses) | 2010-12-31 | $87,054 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $423,236 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $336,182 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $75,235 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $20,625 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $7,632 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : JOHN LOBB 401(K) PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2014: JOHN LOBB 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: JOHN LOBB 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: JOHN LOBB 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: JOHN LOBB 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
