401k Plan data: JEWELRY CONCEPTS, INC. PENSION PLAN plan

JEWELRY CONCEPTS, INC. PENSION PLAN 401k Plan overview

Plan Name	JEWELRY CONCEPTS, INC. PENSION PLAN
Plan identification number	002

JEWELRY CONCEPTS, INC. PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

JEWELRY CONCEPTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: JEWELRY CONCEPTS, INC.

Employer identification number (EIN): 050431920

NAIC Classification: 448310
NAIC Description: Jewelry Stores

Additional information about JEWELRY CONCEPTS, INC.

Jurisdiction of Incorporation: Secretary of State Rhode Island

Incorporation Date: 1987-05-28

Company Identification Number: 000005901

Legal Registered Office Address: 1536 WESTMINSTER STREET

PROVIDENCE
United States of America (USA)
02909

More information about JEWELRY CONCEPTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWELRY CONCEPTS, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-07-01 EARL FEENEY 2020-03-19
002 2017-07-01 EARL FEENEY 2019-04-03
002 2016-07-01 PAUL J. BRENNAN
002 2015-07-01 PAUL J. BRENNAN
002 2014-07-01 PAUL J. BRENNAN
002 2013-07-01 PAUL J. BRENNAN
002 2012-07-01 PAUL J. BRENNAN
002 2011-07-01 PAUL J. BRENNAN
002 2010-07-01 EARL L. FEENEY
002 2009-07-01 EARL L. FEENEY EARL L. FEENEY 2010-12-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-07-01	EARL FEENEY	2020-03-19
002	2017-07-01	EARL FEENEY	2019-04-03
002	2016-07-01	PAUL J. BRENNAN
002	2015-07-01	PAUL J. BRENNAN
002	2014-07-01	PAUL J. BRENNAN
002	2013-07-01	PAUL J. BRENNAN
002	2012-07-01	PAUL J. BRENNAN
002	2011-07-01	PAUL J. BRENNAN
002	2010-07-01	EARL L. FEENEY
002	2009-07-01	EARL L. FEENEY		EARL L. FEENEY	2010-12-16

Plan Statistics for JEWELRY CONCEPTS, INC. PENSION PLAN

401k plan membership statisitcs for JEWELRY CONCEPTS, INC. PENSION PLAN

Measure Date Value
2019: JEWELRY CONCEPTS, INC. PENSION PLAN 2019 401k membership
Market value of plan assets 2019-06-30 5,047,659
Acturial value of plan assets 2019-06-30 5,047,659
Funding target for retired participants and beneficiaries receiving payment 2019-06-30 0
Number of terminated vested participants 2019-06-30 10
Fundng target for terminated vested participants 2019-06-30 3,134,362
Active participant vested funding target 2019-06-30 1,863,497
Number of active participants 2019-06-30 28
Total funding liabilities for active participants 2019-06-30 1,863,497
Total participant count 2019-06-30 38
Total funding target for all participants 2019-06-30 4,997,859
Balance at beginning of prior year after applicable adjustments 2019-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-06-30 1,399,246
Carryover balanced portion elected for use to offset prior years funding requirement 2019-06-30 0
Prefunding balanced used to offset prior years funding requirement 2019-06-30 0
Amount remaining of carryover balance 2019-06-30 0
Amount remaining of prefunding balance 2019-06-30 1,399,246
Present value of excess contributions 2019-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-06-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-06-30 0
Reductions in caryover balances due to elections or deemed elections 2019-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-06-30 0
Balance of carryovers at beginning of current year 2019-06-30 0
Balance of prefunding at beginning of current year 2019-06-30 1,400,645
Total employer contributions 2019-06-30 723,475
Total employee contributions 2019-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-06-30 707,207
Remaining amount of unpaid minimum required contributions 2019-06-30 0
Minimum required contributions for current year target normal cost 2019-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-06-30 0
Additional cash requirement 2019-06-30 0
Contributions allocatedtoward minimum required contributions for current year 2019-06-30 707,207
Unpaid minimum required contributions for current year 2019-06-30 0
Unpaid minimum required contributions for all years 2019-06-30 0
2018: JEWELRY CONCEPTS, INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 38
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 0
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
Market value of plan assets 2018-06-30 5,202,188
Acturial value of plan assets 2018-06-30 5,202,188
Funding target for retired participants and beneficiaries receiving payment 2018-06-30 0
Number of terminated vested participants 2018-06-30 7
Fundng target for terminated vested participants 2018-06-30 180,206
Active participant vested funding target 2018-06-30 4,104,803
Number of active participants 2018-06-30 33
Total funding liabilities for active participants 2018-06-30 4,119,965
Total participant count 2018-06-30 40
Total funding target for all participants 2018-06-30 4,300,171
Balance at beginning of prior year after applicable adjustments 2018-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-06-30 1,384,844
Carryover balanced portion elected for use to offset prior years funding requirement 2018-06-30 0
Prefunding balanced used to offset prior years funding requirement 2018-06-30 0
Amount remaining of carryover balance 2018-06-30 0
Amount remaining of prefunding balance 2018-06-30 1,384,844
Present value of excess contributions 2018-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-06-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-06-30 0
Reductions in caryover balances due to elections or deemed elections 2018-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-06-30 0
Balance of carryovers at beginning of current year 2018-06-30 0
Balance of prefunding at beginning of current year 2018-06-30 1,399,246
Total employer contributions 2018-06-30 0
Total employee contributions 2018-06-30 0
Remaining amount of unpaid minimum required contributions 2018-06-30 0
Minimum required contributions for current year target normal cost 2018-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-06-30 0
Additional cash requirement 2018-06-30 0
Unpaid minimum required contributions for current year 2018-06-30 0
Unpaid minimum required contributions for all years 2018-06-30 0
2017: JEWELRY CONCEPTS, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 40
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 26
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 12
Total of all active and inactive participants 2017-07-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
Market value of plan assets 2017-06-30 5,680,091
Acturial value of plan assets 2017-06-30 5,680,091
Funding target for retired participants and beneficiaries receiving payment 2017-06-30 0
Number of terminated vested participants 2017-06-30 4
Fundng target for terminated vested participants 2017-06-30 1,216
Active participant vested funding target 2017-06-30 4,356,186
Number of active participants 2017-06-30 40
Total funding liabilities for active participants 2017-06-30 4,369,907
Total participant count 2017-06-30 44
Total funding target for all participants 2017-06-30 4,371,123
Balance at beginning of prior year after applicable adjustments 2017-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-06-30 822,662
Carryover balanced portion elected for use to offset prior years funding requirement 2017-06-30 0
Prefunding balanced used to offset prior years funding requirement 2017-06-30 0
Amount remaining of carryover balance 2017-06-30 0
Amount remaining of prefunding balance 2017-06-30 822,662
Present value of excess contributions 2017-06-30 505,873
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-30 537,338
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-06-30 537,338
Reductions in caryover balances due to elections or deemed elections 2017-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-06-30 0
Balance of carryovers at beginning of current year 2017-06-30 0
Balance of prefunding at beginning of current year 2017-06-30 1,384,844
Total employer contributions 2017-06-30 0
Total employee contributions 2017-06-30 0
Remaining amount of unpaid minimum required contributions 2017-06-30 0
Minimum required contributions for current year target normal cost 2017-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-06-30 0
Additional cash requirement 2017-06-30 0
Unpaid minimum required contributions for current year 2017-06-30 0
Unpaid minimum required contributions for all years 2017-06-30 0
2016: JEWELRY CONCEPTS, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 44
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 33
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 7
Total of all active and inactive participants 2016-07-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: JEWELRY CONCEPTS, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 49
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 40
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 4
Total of all active and inactive participants 2015-07-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: JEWELRY CONCEPTS, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 52
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 43
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 6
Total of all active and inactive participants 2014-07-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: JEWELRY CONCEPTS, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 55
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 45
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 7
Total of all active and inactive participants 2013-07-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 1
2012: JEWELRY CONCEPTS, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 60
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 46
Number of retired or separated participants receiving benefits 2012-07-01 9
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 5
2011: JEWELRY CONCEPTS, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 45
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 54
Number of retired or separated participants receiving benefits 2011-07-01 6
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: JEWELRY CONCEPTS, INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 46
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 37
Number of retired or separated participants receiving benefits 2010-07-01 8
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 1
2009: JEWELRY CONCEPTS, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 41
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 42
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 4
Total of all active and inactive participants 2009-07-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2019: JEWELRY CONCEPTS, INC. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-06-30	5,047,659
Acturial value of plan assets	2019-06-30	5,047,659
Funding target for retired participants and beneficiaries receiving payment	2019-06-30	0
Number of terminated vested participants	2019-06-30	10
Fundng target for terminated vested participants	2019-06-30	3,134,362
Active participant vested funding target	2019-06-30	1,863,497
Number of active participants	2019-06-30	28
Total funding liabilities for active participants	2019-06-30	1,863,497
Total participant count	2019-06-30	38
Total funding target for all participants	2019-06-30	4,997,859
Balance at beginning of prior year after applicable adjustments	2019-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-06-30	1,399,246
Carryover balanced portion elected for use to offset prior years funding requirement	2019-06-30	0
Prefunding balanced used to offset prior years funding requirement	2019-06-30	0
Amount remaining of carryover balance	2019-06-30	0
Amount remaining of prefunding balance	2019-06-30	1,399,246
Present value of excess contributions	2019-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-06-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-06-30	0
Reductions in caryover balances due to elections or deemed elections	2019-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-06-30	0
Balance of carryovers at beginning of current year	2019-06-30	0
Balance of prefunding at beginning of current year	2019-06-30	1,400,645
Total employer contributions	2019-06-30	723,475
Total employee contributions	2019-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-06-30	707,207
Remaining amount of unpaid minimum required contributions	2019-06-30	0
Minimum required contributions for current year target normal cost	2019-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-06-30	0
Additional cash requirement	2019-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2019-06-30	707,207
Unpaid minimum required contributions for current year	2019-06-30	0
Unpaid minimum required contributions for all years	2019-06-30	0
2018: JEWELRY CONCEPTS, INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	38
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	0
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
Market value of plan assets	2018-06-30	5,202,188
Acturial value of plan assets	2018-06-30	5,202,188
Funding target for retired participants and beneficiaries receiving payment	2018-06-30	0
Number of terminated vested participants	2018-06-30	7
Fundng target for terminated vested participants	2018-06-30	180,206
Active participant vested funding target	2018-06-30	4,104,803
Number of active participants	2018-06-30	33
Total funding liabilities for active participants	2018-06-30	4,119,965
Total participant count	2018-06-30	40
Total funding target for all participants	2018-06-30	4,300,171
Balance at beginning of prior year after applicable adjustments	2018-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-06-30	1,384,844
Carryover balanced portion elected for use to offset prior years funding requirement	2018-06-30	0
Prefunding balanced used to offset prior years funding requirement	2018-06-30	0
Amount remaining of carryover balance	2018-06-30	0
Amount remaining of prefunding balance	2018-06-30	1,384,844
Present value of excess contributions	2018-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-06-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-06-30	0
Reductions in caryover balances due to elections or deemed elections	2018-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-06-30	0
Balance of carryovers at beginning of current year	2018-06-30	0
Balance of prefunding at beginning of current year	2018-06-30	1,399,246
Total employer contributions	2018-06-30	0
Total employee contributions	2018-06-30	0
Remaining amount of unpaid minimum required contributions	2018-06-30	0
Minimum required contributions for current year target normal cost	2018-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-06-30	0
Additional cash requirement	2018-06-30	0
Unpaid minimum required contributions for current year	2018-06-30	0
Unpaid minimum required contributions for all years	2018-06-30	0
2017: JEWELRY CONCEPTS, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	40
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	26
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	12
Total of all active and inactive participants	2017-07-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
Market value of plan assets	2017-06-30	5,680,091
Acturial value of plan assets	2017-06-30	5,680,091
Funding target for retired participants and beneficiaries receiving payment	2017-06-30	0
Number of terminated vested participants	2017-06-30	4
Fundng target for terminated vested participants	2017-06-30	1,216
Active participant vested funding target	2017-06-30	4,356,186
Number of active participants	2017-06-30	40
Total funding liabilities for active participants	2017-06-30	4,369,907
Total participant count	2017-06-30	44
Total funding target for all participants	2017-06-30	4,371,123
Balance at beginning of prior year after applicable adjustments	2017-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-06-30	822,662
Carryover balanced portion elected for use to offset prior years funding requirement	2017-06-30	0
Prefunding balanced used to offset prior years funding requirement	2017-06-30	0
Amount remaining of carryover balance	2017-06-30	0
Amount remaining of prefunding balance	2017-06-30	822,662
Present value of excess contributions	2017-06-30	505,873
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-30	537,338
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-06-30	537,338
Reductions in caryover balances due to elections or deemed elections	2017-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-06-30	0
Balance of carryovers at beginning of current year	2017-06-30	0
Balance of prefunding at beginning of current year	2017-06-30	1,384,844
Total employer contributions	2017-06-30	0
Total employee contributions	2017-06-30	0
Remaining amount of unpaid minimum required contributions	2017-06-30	0
Minimum required contributions for current year target normal cost	2017-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-06-30	0
Additional cash requirement	2017-06-30	0
Unpaid minimum required contributions for current year	2017-06-30	0
Unpaid minimum required contributions for all years	2017-06-30	0
2016: JEWELRY CONCEPTS, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	44
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	33
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	7
Total of all active and inactive participants	2016-07-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: JEWELRY CONCEPTS, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	49
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	40
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	4
Total of all active and inactive participants	2015-07-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: JEWELRY CONCEPTS, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	52
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	43
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	6
Total of all active and inactive participants	2014-07-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: JEWELRY CONCEPTS, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	55
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	45
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	7
Total of all active and inactive participants	2013-07-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	1
2012: JEWELRY CONCEPTS, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	60
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	46
Number of retired or separated participants receiving benefits	2012-07-01	9
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	5
2011: JEWELRY CONCEPTS, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	45
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	54
Number of retired or separated participants receiving benefits	2011-07-01	6
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: JEWELRY CONCEPTS, INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	46
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	37
Number of retired or separated participants receiving benefits	2010-07-01	8
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	1
2009: JEWELRY CONCEPTS, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	41
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	42
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	4
Total of all active and inactive participants	2009-07-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on JEWELRY CONCEPTS, INC. PENSION PLAN

Measure	Date	Value
2019 : JEWELRY CONCEPTS, INC. PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-06-30	$0
Total plan liabilities at beginning of year	2019-06-30	$0
Total income from all sources	2019-06-30	$766,014
Expenses. Total of all expenses incurred	2019-06-30	$5,813,673
Benefits paid (including direct rollovers)	2019-06-30	$5,813,673
Total plan assets at end of year	2019-06-30	$0
Total plan assets at beginning of year	2019-06-30	$5,047,659
Value of fidelity bond covering the plan	2019-06-30	$500,000
Other income received	2019-06-30	$42,539
Net income (gross income less expenses)	2019-06-30	$-5,047,659
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$5,047,659
Total contributions received or receivable from employer(s)	2019-06-30	$723,475
2017 : JEWELRY CONCEPTS, INC. PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$56,057
Expenses. Total of all expenses incurred	2017-06-30	$533,960
Benefits paid (including direct rollovers)	2017-06-30	$533,960
Total plan assets at end of year	2017-06-30	$5,202,188
Total plan assets at beginning of year	2017-06-30	$5,680,091
Value of fidelity bond covering the plan	2017-06-30	$500,000
Other income received	2017-06-30	$56,057
Net income (gross income less expenses)	2017-06-30	$-477,903
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$5,202,188
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$5,680,091
2016 : JEWELRY CONCEPTS, INC. PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$773,779
Expenses. Total of all expenses incurred	2016-06-30	$1,091,931
Benefits paid (including direct rollovers)	2016-06-30	$1,091,931
Total plan assets at end of year	2016-06-30	$5,680,091
Total plan assets at beginning of year	2016-06-30	$5,998,243
Value of fidelity bond covering the plan	2016-06-30	$500,000
Other income received	2016-06-30	$173,779
Net income (gross income less expenses)	2016-06-30	$-318,152
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$5,680,091
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$5,998,243
Total contributions received or receivable from employer(s)	2016-06-30	$600,000
2015 : JEWELRY CONCEPTS, INC. PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$537,445
Expenses. Total of all expenses incurred	2015-06-30	$20,257
Benefits paid (including direct rollovers)	2015-06-30	$20,257
Total plan assets at end of year	2015-06-30	$5,998,243
Total plan assets at beginning of year	2015-06-30	$5,481,055
Value of fidelity bond covering the plan	2015-06-30	$500,000
Other income received	2015-06-30	$37,445
Net income (gross income less expenses)	2015-06-30	$517,188
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$5,998,243
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$5,481,055
Total contributions received or receivable from employer(s)	2015-06-30	$500,000
2014 : JEWELRY CONCEPTS, INC. PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$670,364
Expenses. Total of all expenses incurred	2014-06-30	$604,511
Benefits paid (including direct rollovers)	2014-06-30	$604,511
Total plan assets at end of year	2014-06-30	$5,481,055
Total plan assets at beginning of year	2014-06-30	$5,415,202
Value of fidelity bond covering the plan	2014-06-30	$500,000
Other income received	2014-06-30	$170,364
Net income (gross income less expenses)	2014-06-30	$65,853
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$5,481,055
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$5,415,202
Total contributions received or receivable from employer(s)	2014-06-30	$500,000
2013 : JEWELRY CONCEPTS, INC. PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$824,032
Expenses. Total of all expenses incurred	2013-06-30	$280,482
Benefits paid (including direct rollovers)	2013-06-30	$280,482
Total plan assets at end of year	2013-06-30	$5,415,202
Total plan assets at beginning of year	2013-06-30	$4,871,652
Value of fidelity bond covering the plan	2013-06-30	$500,000
Other income received	2013-06-30	$124,032
Net income (gross income less expenses)	2013-06-30	$543,550
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$5,415,202
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$4,871,652
Total contributions received or receivable from employer(s)	2013-06-30	$700,000
2012 : JEWELRY CONCEPTS, INC. PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$990,909
Expenses. Total of all expenses incurred	2012-06-30	$195,761
Benefits paid (including direct rollovers)	2012-06-30	$195,761
Total plan assets at end of year	2012-06-30	$4,871,652
Total plan assets at beginning of year	2012-06-30	$4,076,504
Value of fidelity bond covering the plan	2012-06-30	$500,000
Other income received	2012-06-30	$190,909
Net income (gross income less expenses)	2012-06-30	$795,148
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$4,871,652
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$4,076,504
Total contributions received or receivable from employer(s)	2012-06-30	$800,000
2011 : JEWELRY CONCEPTS, INC. PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$445,357
Expenses. Total of all expenses incurred	2011-06-30	$209,326
Benefits paid (including direct rollovers)	2011-06-30	$209,326
Total plan assets at end of year	2011-06-30	$4,076,504
Total plan assets at beginning of year	2011-06-30	$3,840,473
Value of fidelity bond covering the plan	2011-06-30	$500,000
Other income received	2011-06-30	$145,357
Net income (gross income less expenses)	2011-06-30	$236,031
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$4,076,504
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$3,840,473
Total contributions received or receivable from employer(s)	2011-06-30	$300,000

Form 5500 Responses for JEWELRY CONCEPTS, INC. PENSION PLAN

2018: JEWELRY CONCEPTS, INC. PENSION PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	Yes
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: JEWELRY CONCEPTS, INC. PENSION PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: JEWELRY CONCEPTS, INC. PENSION PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: JEWELRY CONCEPTS, INC. PENSION PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: JEWELRY CONCEPTS, INC. PENSION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: JEWELRY CONCEPTS, INC. PENSION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: JEWELRY CONCEPTS, INC. PENSION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: JEWELRY CONCEPTS, INC. PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: JEWELRY CONCEPTS, INC. PENSION PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: JEWELRY CONCEPTS, INC. PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JEWELRY CONCEPTS, INC.
Employer identification number (EIN):	050431920
NAIC Classification:	448310
NAIC Description:	Jewelry Stores

Jurisdiction of Incorporation:	Secretary of State Rhode Island
Incorporation Date:	1987-05-28
Company Identification Number:	000005901
Legal Registered Office Address:	1536 WESTMINSTER STREET PROVIDENCE United States of America (USA) 02909