401k Plan data: J.D. CONSULTING PENSION PLAN plan

J.D. CONSULTING PENSION PLAN 401k Plan overview

Plan Name	J.D. CONSULTING PENSION PLAN
Plan identification number	001

J.D. CONSULTING PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

J.D. CONSULTING, LLC has sponsored the creation of one or more 401k plans.

Company Name: J.D. CONSULTING, LLC

Employer identification number (EIN): 113355596

NAIC Classification: 541400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.D. CONSULTING PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CHRISTINE BOCCIA 2023-09-25 CHRISTINE BOCCIA 2023-09-25
001 2021-01-01 CHRISTINE BOCCIA 2022-09-13 CHRISTINE BOCCIA 2022-09-13
001 2020-01-01 CHRISTINE BOCCIA 2021-09-15 CHRISTINE BOCCIA 2021-09-15
001 2019-01-01 CHRISTINE BOCCIA 2020-09-14 CHRISTINE BOCCIA 2020-09-14
001 2018-01-01 CHRISTINE BOCCIA 2019-09-30 CHRISTINE BOCCIA 2019-09-30
001 2017-01-01 CHRISTINE BOCCIA 2018-04-16 CHRISTINE BOCCIA 2018-04-16
001 2016-01-01 CHRISTINE BOCCIA 2017-05-19 CHRISTINE BOCCIA 2017-05-19
001 2015-01-01 CHRISTINE BOCCIA CHRISTINE BOCCIA 2016-05-20
001 2014-01-01 CHRISTINE DONALDSON BOCCIA CHRISTINE DONALDSON BOCCIA 2015-09-16
001 2013-01-01 CHRISTINE DONALDSON BOCCIA CHRISTINE DONALDSON BOCCIA 2014-10-10
001 2012-01-01 CHRISTINE BOCCIA CHRISTINE BOCCIA 2013-10-07
001 2011-01-01 CHRISTINE BOCCIA CHRISTINE BOCCIA 2012-10-05
001 2010-01-01 CHRISTINE DONALDSON BOCCIA CHRISTINE DONALDSON BOCCIA 2011-05-02
001 2009-01-01 CHRISTINE DONALDSON-BOCCIA CHRISTINE DONALDSON-BOCCIA 2010-10-15
001 2009-01-01 CHRISTINE BOCCIA CHRISTINE BOCCIA 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CHRISTINE BOCCIA	2023-09-25	CHRISTINE BOCCIA	2023-09-25
001	2021-01-01	CHRISTINE BOCCIA	2022-09-13	CHRISTINE BOCCIA	2022-09-13
001	2020-01-01	CHRISTINE BOCCIA	2021-09-15	CHRISTINE BOCCIA	2021-09-15
001	2019-01-01	CHRISTINE BOCCIA	2020-09-14	CHRISTINE BOCCIA	2020-09-14
001	2018-01-01	CHRISTINE BOCCIA	2019-09-30	CHRISTINE BOCCIA	2019-09-30
001	2017-01-01	CHRISTINE BOCCIA	2018-04-16	CHRISTINE BOCCIA	2018-04-16
001	2016-01-01	CHRISTINE BOCCIA	2017-05-19	CHRISTINE BOCCIA	2017-05-19
001	2015-01-01	CHRISTINE BOCCIA		CHRISTINE BOCCIA	2016-05-20
001	2014-01-01	CHRISTINE DONALDSON BOCCIA		CHRISTINE DONALDSON BOCCIA	2015-09-16
001	2013-01-01	CHRISTINE DONALDSON BOCCIA		CHRISTINE DONALDSON BOCCIA	2014-10-10
001	2012-01-01	CHRISTINE BOCCIA		CHRISTINE BOCCIA	2013-10-07
001	2011-01-01	CHRISTINE BOCCIA		CHRISTINE BOCCIA	2012-10-05
001	2010-01-01	CHRISTINE DONALDSON BOCCIA		CHRISTINE DONALDSON BOCCIA	2011-05-02
001	2009-01-01	CHRISTINE DONALDSON-BOCCIA		CHRISTINE DONALDSON-BOCCIA	2010-10-15
001	2009-01-01	CHRISTINE BOCCIA		CHRISTINE BOCCIA	2010-10-07

Plan Statistics for J.D. CONSULTING PENSION PLAN

401k plan membership statisitcs for J.D. CONSULTING PENSION PLAN

Measure Date Value
2015: J.D. CONSULTING PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: J.D. CONSULTING PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 14
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: J.D. CONSULTING PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: J.D. CONSULTING PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 10
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: J.D. CONSULTING PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Total of all active and inactive participants 2011-01-01 9
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: J.D. CONSULTING PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: J.D. CONSULTING PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: J.D. CONSULTING PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: J.D. CONSULTING PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	14
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: J.D. CONSULTING PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: J.D. CONSULTING PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	10
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: J.D. CONSULTING PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Total of all active and inactive participants	2011-01-01	9
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: J.D. CONSULTING PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: J.D. CONSULTING PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on J.D. CONSULTING PENSION PLAN

Measure	Date	Value
2015 : J.D. CONSULTING PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$79,192
Expenses. Total of all expenses incurred	2015-12-31	$1,163,433
Benefits paid (including direct rollovers)	2015-12-31	$1,149,388
Total plan assets at end of year	2015-12-31	$817,757
Total plan assets at beginning of year	2015-12-31	$1,901,998
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$67,358
Contributions received from other sources (not participants or employers)	2015-12-31	$761
Other income received	2015-12-31	$-20,783
Net income (gross income less expenses)	2015-12-31	$-1,084,241
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$817,757
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,901,998
Assets. Value of real-estate (other than employer real property)	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$31,856
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$14,045
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : J.D. CONSULTING PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$155,955
Expenses. Total of all expenses incurred	2014-12-31	$121,999
Benefits paid (including direct rollovers)	2014-12-31	$108,820
Total plan assets at end of year	2014-12-31	$1,901,998
Total plan assets at beginning of year	2014-12-31	$1,868,042
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$74,375
Other income received	2014-12-31	$52,400
Net income (gross income less expenses)	2014-12-31	$33,956
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,901,998
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,868,042
Assets. Value of participant loans	2014-12-31	$1,818
Assets. Value of real-estate (other than employer real property)	2014-12-31	$5,000
Total contributions received or receivable from employer(s)	2014-12-31	$29,180
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$13,179
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : J.D. CONSULTING PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$334,167
Expenses. Total of all expenses incurred	2013-12-31	$161,264
Benefits paid (including direct rollovers)	2013-12-31	$154,118
Total plan assets at end of year	2013-12-31	$1,868,042
Total plan assets at beginning of year	2013-12-31	$1,695,139
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$74,518
Other income received	2013-12-31	$230,695
Net income (gross income less expenses)	2013-12-31	$172,903
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,868,042
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,695,139
Assets. Value of participant loans	2013-12-31	$2,203
Assets. Value of real-estate (other than employer real property)	2013-12-31	$20,000
Total contributions received or receivable from employer(s)	2013-12-31	$28,954
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,146
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : J.D. CONSULTING PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$228,570
Expenses. Total of all expenses incurred	2012-12-31	$96,751
Benefits paid (including direct rollovers)	2012-12-31	$90,624
Total plan assets at end of year	2012-12-31	$1,695,139
Total plan assets at beginning of year	2012-12-31	$1,563,320
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$77,793
Expenses. Other expenses not covered elsewhere	2012-12-31	$6,127
Other income received	2012-12-31	$101,136
Net income (gross income less expenses)	2012-12-31	$131,819
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,695,139
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,563,320
Assets. Value of real-estate (other than employer real property)	2012-12-31	$20,000
Total contributions received or receivable from employer(s)	2012-12-31	$49,641
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : J.D. CONSULTING PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$61,790
Expenses. Total of all expenses incurred	2011-12-31	$267,695
Benefits paid (including direct rollovers)	2011-12-31	$261,305
Total plan assets at end of year	2011-12-31	$1,563,320
Total plan assets at beginning of year	2011-12-31	$1,769,225
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$52,335
Expenses. Other expenses not covered elsewhere	2011-12-31	$6,390
Other income received	2011-12-31	$-34,468
Net income (gross income less expenses)	2011-12-31	$-205,905
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,563,320
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,769,225
Assets. Value of real-estate (other than employer real property)	2011-12-31	$27,000
Total contributions received or receivable from employer(s)	2011-12-31	$43,923
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : J.D. CONSULTING PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$248,944
Expenses. Total of all expenses incurred	2010-12-31	$105,010
Benefits paid (including direct rollovers)	2010-12-31	$105,010
Total plan assets at end of year	2010-12-31	$1,769,225
Total plan assets at beginning of year	2010-12-31	$1,625,291
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$51,225
Other income received	2010-12-31	$165,515
Net income (gross income less expenses)	2010-12-31	$143,934
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,769,225
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,625,291
Assets. Value of real-estate (other than employer real property)	2010-12-31	$40,000
Total contributions received or receivable from employer(s)	2010-12-31	$32,204
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : J.D. CONSULTING PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for J.D. CONSULTING PENSION PLAN

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

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

386585-01

Policy instance

Insurance contract or identification number	386585-01
Number of Individuals Covered	13
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $241
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $241
Insurance broker organization code?	3
Insurance broker name	STEVEN RIVERA

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

386585-01

Policy instance

Insurance contract or identification number	386585-01
Number of Individuals Covered	12
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

386585-01

Policy instance

Insurance contract or identification number	386585-01
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	J.D. CONSULTING, LLC
Employer identification number (EIN):	113355596
NAIC Classification:	541400