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DEFINED BENEFIT PLAN OF JAWONIO, INC. 401k Plan overview

Plan NameDEFINED BENEFIT PLAN OF JAWONIO, INC.
Plan identification number 001

DEFINED BENEFIT PLAN OF JAWONIO, INC. Benefits

401k Plan TypeDefined 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.
  • 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

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

Company Name:JAWONIO, INC.
Employer identification number (EIN):131761660
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED BENEFIT PLAN OF JAWONIO, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JILL WARNER
0012016-01-01JILL WARNER
0012015-01-01JILL WARNER
0012014-01-01JILL WARNER
0012014-01-01JILL WARNER
0012013-01-01JILL WARNER
0012012-01-01LUDWIG BACH
0012011-01-01MARK CAMPIONE
0012009-01-01MARK CAMPIONE
0012009-01-01 MARK CAMPIONE2011-03-18
0012009-01-01MARK CAMPIONE
0012009-01-01MARK CAMPIONE

Plan Statistics for DEFINED BENEFIT PLAN OF JAWONIO, INC.

401k plan membership statisitcs for DEFINED BENEFIT PLAN OF JAWONIO, INC.

Measure Date Value
2022: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01612
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01614
Total number of active participants reported on line 7a of the Form 55002021-01-01160
Number of retired or separated participants receiving benefits2021-01-01138
Number of other retired or separated participants entitled to future benefits2021-01-01307
Total of all active and inactive participants2021-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2020 401k membership
Market value of plan assets2020-12-3115,967,442
Acturial value of plan assets2020-12-3115,446,380
Funding target for retired participants and beneficiaries receiving payment2020-12-314,413,839
Number of terminated vested participants2020-12-31321
Fundng target for terminated vested participants2020-12-318,086,726
Active participant vested funding target2020-12-317,003,330
Number of active participants2020-12-31184
Total funding liabilities for active participants2020-12-317,003,330
Total participant count2020-12-31616
Total funding target for all participants2020-12-3119,503,895
Present value of excess contributions2020-12-31104,319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31109,775
Total employer contributions2020-12-31859,294
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31811,092
Minimum required contributions for current year target normal cost2020-12-31409,000
Net shortfall amortization installment of oustanding balance2020-12-314,057,515
Total funding amount beforereflecting carryover/prefunding balances2020-12-31811,092
Additional cash requirement2020-12-31811,092
Contributions allocatedtoward minimum required contributions for current year2020-12-31811,092
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01616
Total number of active participants reported on line 7a of the Form 55002020-01-01165
Number of retired or separated participants receiving benefits2020-01-01123
Number of other retired or separated participants entitled to future benefits2020-01-01317
Total of all active and inactive participants2020-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2019 401k membership
Market value of plan assets2019-12-3114,034,902
Acturial value of plan assets2019-12-3114,851,902
Funding target for retired participants and beneficiaries receiving payment2019-12-313,997,567
Number of terminated vested participants2019-12-31314
Fundng target for terminated vested participants2019-12-317,462,655
Active participant vested funding target2019-12-318,546,737
Number of active participants2019-12-31211
Total funding liabilities for active participants2019-12-318,546,737
Total participant count2019-12-31618
Total funding target for all participants2019-12-3120,006,959
Funding target disregarding prescribed at-risk assumptions2019-12-3119,539,681
Funding target reflecting at-risk assumptions but disregarding transition rule for plant that have been at-risk status for fewer than five consecutive years and disregarding loading factor2019-12-3120,707,877
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,173,396
Minimum required contributions for current year target normal cost2019-12-31345,000
Net shortfall amortization installment of oustanding balance2019-12-315,155,058
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,173,396
Additional cash requirement2019-12-311,173,396
Contributions allocatedtoward minimum required contributions for current year2019-12-311,173,396
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01618
Total number of active participants reported on line 7a of the Form 55002019-01-01184
Number of retired or separated participants receiving benefits2019-01-01104
Number of other retired or separated participants entitled to future benefits2019-01-01320
Total of all active and inactive participants2019-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2018 401k membership
Market value of plan assets2018-12-3114,743,417
Acturial value of plan assets2018-12-3114,089,276
Funding target for retired participants and beneficiaries receiving payment2018-12-313,593,701
Number of terminated vested participants2018-12-31321
Fundng target for terminated vested participants2018-12-317,656,819
Active participant vested funding target2018-12-318,433,481
Number of active participants2018-12-31225
Total funding liabilities for active participants2018-12-318,433,481
Total participant count2018-12-31618
Total funding target for all participants2018-12-3119,684,001
Funding target disregarding prescribed at-risk assumptions2018-12-3119,412,247
Funding target reflecting at-risk assumptions but disregarding transition rule for plant that have been at-risk status for fewer than five consecutive years and disregarding loading factor2018-12-3120,771,019
Total employer contributions2018-12-311,327,853
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,269,090
Minimum required contributions for current year target normal cost2018-12-31341,000
Net shortfall amortization installment of oustanding balance2018-12-315,594,725
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,269,090
Additional cash requirement2018-12-311,269,090
Contributions allocatedtoward minimum required contributions for current year2018-12-311,269,090
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01618
Total number of active participants reported on line 7a of the Form 55002018-01-01211
Number of retired or separated participants receiving benefits2018-01-0187
Number of other retired or separated participants entitled to future benefits2018-01-01313
Total of all active and inactive participants2018-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2017 401k membership
Market value of plan assets2017-12-3112,990,832
Acturial value of plan assets2017-12-3113,253,479
Funding target for retired participants and beneficiaries receiving payment2017-12-313,115,258
Number of terminated vested participants2017-12-31314
Fundng target for terminated vested participants2017-12-316,844,083
Active participant vested funding target2017-12-318,455,779
Number of active participants2017-12-31250
Total funding liabilities for active participants2017-12-318,455,779
Total participant count2017-12-31620
Total funding target for all participants2017-12-3118,415,120
Present value of excess contributions2017-12-31707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31748
Total employer contributions2017-12-311,135,512
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,076,842
Minimum required contributions for current year target normal cost2017-12-31302,000
Net shortfall amortization installment of oustanding balance2017-12-315,161,641
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,076,842
Additional cash requirement2017-12-311,076,842
Contributions allocatedtoward minimum required contributions for current year2017-12-311,076,842
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01623
Total number of active participants reported on line 7a of the Form 55002017-01-01225
Number of retired or separated participants receiving benefits2017-01-0166
Number of other retired or separated participants entitled to future benefits2017-01-01320
Total of all active and inactive participants2017-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2016 401k membership
Market value of plan assets2016-12-3113,983,429
Acturial value of plan assets2016-12-3114,733,556
Funding target for retired participants and beneficiaries receiving payment2016-12-313,007,830
Number of terminated vested participants2016-12-31316
Fundng target for terminated vested participants2016-12-317,843,531
Active participant vested funding target2016-12-318,174,046
Number of active participants2016-12-31270
Total funding liabilities for active participants2016-12-318,174,046
Total participant count2016-12-31634
Total funding target for all participants2016-12-3119,025,407
Total employer contributions2016-12-31846,565
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31800,784
Minimum required contributions for current year target normal cost2016-12-31222,000
Net shortfall amortization installment of oustanding balance2016-12-314,291,851
Total funding amount beforereflecting carryover/prefunding balances2016-12-31800,077
Additional cash requirement2016-12-31800,077
Contributions allocatedtoward minimum required contributions for current year2016-12-31800,784
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01637
Total number of active participants reported on line 7a of the Form 55002016-01-01250
Number of retired or separated participants receiving benefits2016-01-0156
Number of other retired or separated participants entitled to future benefits2016-01-01314
Total of all active and inactive participants2016-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01659
Total number of active participants reported on line 7a of the Form 55002015-01-01270
Number of retired or separated participants receiving benefits2015-01-0148
Number of other retired or separated participants entitled to future benefits2015-01-01316
Total of all active and inactive participants2015-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01837
Total number of active participants reported on line 7a of the Form 55002014-01-01293
Number of retired or separated participants receiving benefits2014-01-0146
Number of other retired or separated participants entitled to future benefits2014-01-01318
Total of all active and inactive participants2014-01-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01862
Total number of active participants reported on line 7a of the Form 55002013-01-01343
Number of retired or separated participants receiving benefits2013-01-0145
Number of other retired or separated participants entitled to future benefits2013-01-01446
Total of all active and inactive participants2013-01-01834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01855
Total number of active participants reported on line 7a of the Form 55002012-01-01370
Number of retired or separated participants receiving benefits2012-01-0139
Number of other retired or separated participants entitled to future benefits2012-01-01446
Total of all active and inactive participants2012-01-01855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-01862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01876
Total number of active participants reported on line 7a of the Form 55002011-01-01416
Number of retired or separated participants receiving benefits2011-01-0124
Number of other retired or separated participants entitled to future benefits2011-01-01422
Total of all active and inactive participants2011-01-01862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-01867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01922
Total number of active participants reported on line 7a of the Form 55002009-01-01536
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-01353
Total of all active and inactive participants2009-01-01894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124

Financial Data on DEFINED BENEFIT PLAN OF JAWONIO, INC.

Measure Date Value
2022 : DEFINED BENEFIT PLAN OF JAWONIO, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-07-13$-3,091,110
Total unrealized appreciation/depreciation of assets2022-07-13$-3,091,110
Total transfer of assets from this plan2022-07-13$15,147,166
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-13$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-13$2,588
Total income from all sources (including contributions)2022-07-13$-2,903,941
Total loss/gain on sale of assets2022-07-13$0
Total of all expenses incurred2022-07-13$502,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-13$433,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-13$0
Value of total assets at end of year2022-07-13$0
Value of total assets at beginning of year2022-07-13$18,556,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-13$69,434
Total interest from all sources2022-07-13$0
Total dividends received (eg from common stock, registered investment company shares)2022-07-13$187,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-13Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-07-13$0
Was this plan covered by a fidelity bond2022-07-13Yes
Value of fidelity bond cover2022-07-13$1,500,000
If this is an individual account plan, was there a blackout period2022-07-13No
Were there any nonexempt tranactions with any party-in-interest2022-07-13No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-07-13$2,588
Administrative expenses (other) incurred2022-07-13$69,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-13No
Value of net income/loss2022-07-13$-3,406,934
Value of net assets at end of year (total assets less liabilities)2022-07-13$0
Value of net assets at beginning of year (total assets less liabilities)2022-07-13$18,554,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-13No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-13No
Were any leases to which the plan was party in default or uncollectible2022-07-13No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-07-13$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-13$17,851,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-07-13$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-07-13$704,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-07-13$704,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-13No
Was there a failure to transmit to the plan any participant contributions2022-07-13No
Has the plan failed to provide any benefit when due under the plan2022-07-13No
Income. Dividends from common stock2022-07-13$187,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-13$433,559
Did the plan have assets held for investment2022-07-13No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-13No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-13Yes
Opinion of an independent qualified public accountant for this plan2022-07-13Unqualified
Accountancy firm name2022-07-13FORVIS, LLP
Accountancy firm EIN2022-07-13440160260
2021 : DEFINED BENEFIT PLAN OF JAWONIO, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$970,832
Total unrealized appreciation/depreciation of assets2021-12-31$970,832
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,588
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,341
Total income from all sources (including contributions)2021-12-31$2,269,038
Total loss/gain on sale of assets2021-12-31$629,795
Total of all expenses incurred2021-12-31$964,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$850,295
Value of total assets at end of year2021-12-31$18,556,688
Value of total assets at beginning of year2021-12-31$17,251,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$114,604
Total interest from all sources2021-12-31$340,899
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$327,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$39,625
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,304,139
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,554,100
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,249,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$74,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,851,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,911,909
Income. Interest from corporate debt instruments2021-12-31$340,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$704,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$678,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$678,863
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$59
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at beginning of year2021-12-31$340,842
Income. Dividends from common stock2021-12-31$327,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$850,295
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$319,688
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
Aggregate proceeds on sale of assets2021-12-31$4,425,582
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,795,787
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : DEFINED BENEFIT PLAN OF JAWONIO, INC. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,064,994
Total unrealized appreciation/depreciation of assets2020-12-31$2,064,994
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,713
Total income from all sources (including contributions)2020-12-31$2,153,932
Total loss/gain on sale of assets2020-12-31$-828,416
Total of all expenses incurred2020-12-31$1,134,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,028,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$595,592
Value of total assets at end of year2020-12-31$17,251,302
Value of total assets at beginning of year2020-12-31$16,237,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$105,917
Total interest from all sources2020-12-31$41,555
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$280,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$23,808
Administrative expenses professional fees incurred2020-12-31$40,460
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,019,353
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,249,961
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,230,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$65,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,911,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,008,735
Income. Interest from corporate debt instruments2020-12-31$41,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$678,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$215,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$215,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$25
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$595,592
Employer contributions (assets) at end of year2020-12-31$340,842
Employer contributions (assets) at beginning of year2020-12-31$263,702
Income. Dividends from common stock2020-12-31$256,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,028,662
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$319,688
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$749,307
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$10,141,777
Aggregate carrying amount (costs) on sale of assets2020-12-31$10,970,193
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : DEFINED BENEFIT PLAN OF JAWONIO, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,801,127
Total unrealized appreciation/depreciation of assets2019-12-31$1,801,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$536
Total income from all sources (including contributions)2019-12-31$3,734,478
Total loss/gain on sale of assets2019-12-31$280,352
Total of all expenses incurred2019-12-31$1,549,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,076,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,215,521
Value of total assets at end of year2019-12-31$16,237,321
Value of total assets at beginning of year2019-12-31$14,045,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$472,827
Total interest from all sources2019-12-31$54,886
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$382,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$368,694
Administrative expenses professional fees incurred2019-12-31$36,210
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$536
Administrative expenses (other) incurred2019-12-31$373,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,185,397
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,230,608
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,045,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$63,489
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,008,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,268,546
Income. Interest from corporate debt instruments2019-12-31$50,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$215,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,241,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,241,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,215,521
Employer contributions (assets) at end of year2019-12-31$263,702
Employer contributions (assets) at beginning of year2019-12-31$520,220
Income. Dividends from common stock2019-12-31$13,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,076,254
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$749,307
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,099,615
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,916,094
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$8,531,249
Aggregate carrying amount (costs) on sale of assets2019-12-31$8,250,897
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : DEFINED BENEFIT PLAN OF JAWONIO, INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,915,917
Total unrealized appreciation/depreciation of assets2018-12-31$-2,915,917
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$507
Total income from all sources (including contributions)2018-12-31$931,828
Total loss/gain on sale of assets2018-12-31$1,814,638
Total of all expenses incurred2018-12-31$1,307,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$901,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,663,289
Value of total assets at end of year2018-12-31$14,045,747
Value of total assets at beginning of year2018-12-31$14,421,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$406,184
Total interest from all sources2018-12-31$65,658
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$304,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$263,108
Administrative expenses professional fees incurred2018-12-31$35,485
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$507
Administrative expenses (other) incurred2018-12-31$309,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-375,991
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,045,211
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,421,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$61,361
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,268,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,720,636
Income. Interest from corporate debt instruments2018-12-31$61,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,241,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$750,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$750,471
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,663,289
Employer contributions (assets) at end of year2018-12-31$520,220
Employer contributions (assets) at beginning of year2018-12-31$200,019
Income. Dividends from common stock2018-12-31$41,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$901,635
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,099,615
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,338,623
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,916,094
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,411,960
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$15,136,449
Aggregate carrying amount (costs) on sale of assets2018-12-31$13,321,811
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : DEFINED BENEFIT PLAN OF JAWONIO, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,430,966
Total unrealized appreciation/depreciation of assets2017-12-31$1,430,966
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$507
Total income from all sources (including contributions)2017-12-31$2,875,466
Total of all expenses incurred2017-12-31$1,181,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$783,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,073,649
Value of total assets at end of year2017-12-31$14,421,709
Value of total assets at beginning of year2017-12-31$12,727,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$398,586
Total interest from all sources2017-12-31$75,702
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$295,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$227,182
Administrative expenses professional fees incurred2017-12-31$33,740
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$507
Administrative expenses (other) incurred2017-12-31$307,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,693,573
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,421,202
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,727,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$57,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,720,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,143,907
Income. Interest from corporate debt instruments2017-12-31$75,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$750,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$510,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$510,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,073,649
Employer contributions (assets) at end of year2017-12-31$200,019
Employer contributions (assets) at beginning of year2017-12-31$143,248
Income. Dividends from common stock2017-12-31$67,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$783,307
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,338,623
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,438,882
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,411,960
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,490,926
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : DEFINED BENEFIT PLAN OF JAWONIO, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$610,639
Total unrealized appreciation/depreciation of assets2016-12-31$610,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,218
Total income from all sources (including contributions)2016-12-31$1,866,171
Total of all expenses incurred2016-12-31$2,816,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,463,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$875,545
Value of total assets at end of year2016-12-31$12,727,629
Value of total assets at beginning of year2016-12-31$13,693,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$353,083
Total interest from all sources2016-12-31$84,726
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$295,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$232,886
Administrative expenses professional fees incurred2016-12-31$15,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$15,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-950,471
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,727,629
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,678,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$338,083
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,143,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,900,048
Income. Interest from corporate debt instruments2016-12-31$84,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$510,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$56,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$56,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$30
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$875,545
Employer contributions (assets) at end of year2016-12-31$143,248
Employer contributions (assets) at beginning of year2016-12-31$77,744
Income. Dividends from common stock2016-12-31$62,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,463,559
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,438,882
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,567,693
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,490,926
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,091,632
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : DEFINED BENEFIT PLAN OF JAWONIO, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-443,440
Total unrealized appreciation/depreciation of assets2015-12-31$-443,440
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$35,232
Total income from all sources (including contributions)2015-12-31$510,215
Total of all expenses incurred2015-12-31$1,388,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,104,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$455,459
Value of total assets at end of year2015-12-31$13,693,318
Value of total assets at beginning of year2015-12-31$14,591,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$283,362
Total interest from all sources2015-12-31$92,269
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$405,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$363,568
Administrative expenses professional fees incurred2015-12-31$15,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$15,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$35,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-877,819
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,678,100
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,555,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$268,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,900,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,498,667
Income. Interest from corporate debt instruments2015-12-31$92,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$56,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$140,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$140,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$12
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$455,459
Employer contributions (assets) at end of year2015-12-31$77,744
Employer contributions (assets) at beginning of year2015-12-31$64,680
Income. Dividends from common stock2015-12-31$42,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,104,672
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,567,693
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,660,644
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,091,632
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,227,019
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : DEFINED BENEFIT PLAN OF JAWONIO, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$321,148
Total unrealized appreciation/depreciation of assets2014-12-31$321,148
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$35,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,517
Total income from all sources (including contributions)2014-12-31$1,048,256
Total loss/gain on sale of assets2014-12-31$5,270
Total of all expenses incurred2014-12-31$2,250,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,032,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$246,068
Value of total assets at end of year2014-12-31$14,591,151
Value of total assets at beginning of year2014-12-31$15,759,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$218,615
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$475,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$475,770
Administrative expenses professional fees incurred2014-12-31$14,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$35,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,202,521
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,555,919
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,758,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$204,615
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,498,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,549,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$140,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$140,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$140,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$246,068
Employer contributions (assets) at end of year2014-12-31$64,680
Employer contributions (assets) at beginning of year2014-12-31$70,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,032,162
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,660,644
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,227,019
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$5,270
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : DEFINED BENEFIT PLAN OF JAWONIO, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,627,734
Total unrealized appreciation/depreciation of assets2013-12-31$1,627,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,125
Total income from all sources (including contributions)2013-12-31$2,606,514
Total of all expenses incurred2013-12-31$1,843,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,740,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$472,905
Value of total assets at end of year2013-12-31$15,759,957
Value of total assets at beginning of year2013-12-31$14,996,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$102,877
Total interest from all sources2013-12-31$505,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,517
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$763,262
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,758,440
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,995,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$102,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,549,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,671,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$140,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$213,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$213,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$505,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$472,905
Employer contributions (assets) at end of year2013-12-31$70,175
Employer contributions (assets) at beginning of year2013-12-31$111,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,740,375
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : DEFINED BENEFIT PLAN OF JAWONIO, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$318,174
Total unrealized appreciation/depreciation of assets2012-12-31$318,174
Total income from all sources (including contributions)2012-12-31$2,075,876
Total of all expenses incurred2012-12-31$896,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$848,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$716,152
Value of total assets at end of year2012-12-31$14,995,178
Value of total assets at beginning of year2012-12-31$13,816,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$48,635
Total interest from all sources2012-12-31$419,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,179,115
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,995,178
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,816,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$48,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,671,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,966,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$212,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$419,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$849,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$621,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$716,152
Employer contributions (assets) at end of year2012-12-31$111,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$848,126
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : DEFINED BENEFIT PLAN OF JAWONIO, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$212,981
Total of all expenses incurred2011-12-31$574,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$533,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$49,000
Value of total assets at end of year2011-12-31$13,816,063
Value of total assets at beginning of year2011-12-31$14,177,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$40,256
Total interest from all sources2011-12-31$20,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-361,117
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,816,063
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,177,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,966,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,222,898
Interest earned on other investments2011-12-31$20,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$849,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$954,282
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$362,672
Net investment gain/loss from pooled separate accounts2011-12-31$143,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$49,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$171,170
Contract administrator fees2011-12-31$40,256
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BDO USA
Accountancy firm EIN2011-12-31135381590
2010 : DEFINED BENEFIT PLAN OF JAWONIO, INC. 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,562,490
Total of all expenses incurred2010-12-31$577,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$551,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$14,177,181
Value of total assets at beginning of year2010-12-31$13,192,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,452
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$24,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Administrative expenses (other) incurred2010-12-31$25,452
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$985,110
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,177,181
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,192,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,222,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,269,605
Interest earned on other investments2010-12-31$24,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$954,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$922,466
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$354,399
Net investment gain/loss from pooled separate accounts2010-12-31$1,538,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$197,529
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BDO SA, LLP.
Accountancy firm EIN2010-12-31135381590

Form 5500 Responses for DEFINED BENEFIT PLAN OF JAWONIO, INC.

2022: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: DEFINED BENEFIT PLAN OF JAWONIO, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052811K
Policy instance 1
Insurance contract or identification number052811K
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-02-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052811-K
Policy instance 1
Insurance contract or identification number052811-K
Number of Individuals Covered867
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052811-K
Policy instance 1
Insurance contract or identification number052811-K
Number of Individuals Covered876
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $982
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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