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Plan Name | J.C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN |
Plan identification number | 006 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | J. C. PENNEY CORPORATION, INC. |
Employer identification number (EIN): | 135583779 |
NAIC Classification: | 452200 |
Additional information about J. C. PENNEY CORPORATION, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1925-01-20 |
Company Identification Number: | 0000478606 |
Legal Registered Office Address: |
6501 LEGACY DR STE B100 PLANO United States of America (USA) 75024 |
More information about J. C. PENNEY CORPORATION, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
006 | 2020-01-01 | GABRELLE MARTIN | 2021-09-16 | ||
006 | 2019-01-01 | STEVEN STARK | 2020-10-12 | ||
006 | 2018-01-01 | STEVEN STARK | 2019-10-11 | ||
006 | 2017-01-01 |
Measure | Date | Value |
---|---|---|
2020: J.C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 71,474 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 42,263 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 6,862 |
Total of all active and inactive participants | 2020-01-01 | 49,125 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 93 |
Total participants | 2020-01-01 | 49,218 |
Number of participants with account balances | 2020-01-01 | 25,814 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 38,341 |
2019: J.C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 82,809 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 74,935 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4,149 |
Total of all active and inactive participants | 2019-01-01 | 79,099 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 76 |
Total participants | 2019-01-01 | 79,175 |
Number of participants with account balances | 2019-01-01 | 31,818 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 38,752 |
2018: J.C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 81,518 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 79,161 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4,309 |
Total of all active and inactive participants | 2018-01-01 | 83,476 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 61 |
Total participants | 2018-01-01 | 83,537 |
Number of participants with account balances | 2018-01-01 | 34,488 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 40,910 |
2017: J.C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 74,941 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 78,610 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3,635 |
Total of all active and inactive participants | 2017-01-01 | 82,248 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 34 |
Total participants | 2017-01-01 | 82,282 |
Number of participants with account balances | 2017-01-01 | 38,541 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 41,263 |
Measure | Date | Value |
---|---|---|
2020 : J.C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $4,001,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $85,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $72,000 |
Total income from all sources (including contributions) | 2020-12-31 | $128,557,000 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $144,059,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $143,833,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $61,128,000 |
Value of total assets at end of year | 2020-12-31 | $549,847,000 |
Value of total assets at beginning of year | 2020-12-31 | $561,335,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $226,000 |
Total interest from all sources | 2020-12-31 | $796,000 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $38,056,000 |
Participant contributions at end of year | 2020-12-31 | $16,257,000 |
Participant contributions at beginning of year | 2020-12-31 | $22,168,000 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $2,591,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $2,578,000 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $104,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $37,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $85,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $72,000 |
Other income not declared elsewhere | 2020-12-31 | $915,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-15,502,000 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $549,762,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $561,263,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $226,000 |
Interest on participant loans | 2020-12-31 | $759,000 |
Interest earned on other investments | 2020-12-31 | $37,000 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $530,363,000 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $536,023,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $23,072,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $532,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $529,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $143,833,000 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : J.C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $6,028,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $72,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $72,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,000 |
Total income from all sources (including contributions) | 2019-12-31 | $180,292,000 |
Total income from all sources (including contributions) | 2019-12-31 | $180,292,000 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $75,350,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $75,178,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $86,234,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $86,234,000 |
Value of total assets at end of year | 2019-12-31 | $561,335,000 |
Value of total assets at end of year | 2019-12-31 | $561,335,000 |
Value of total assets at beginning of year | 2019-12-31 | $450,297,000 |
Value of total assets at beginning of year | 2019-12-31 | $450,297,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $172,000 |
Total interest from all sources | 2019-12-31 | $1,142,000 |
Total interest from all sources | 2019-12-31 | $1,142,000 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $54,586,000 |
Contributions received from participants | 2019-12-31 | $54,586,000 |
Participant contributions at end of year | 2019-12-31 | $22,168,000 |
Participant contributions at end of year | 2019-12-31 | $22,168,000 |
Participant contributions at beginning of year | 2019-12-31 | $20,751,000 |
Participant contributions at beginning of year | 2019-12-31 | $20,751,000 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $2,578,000 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $2,578,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,893,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,893,000 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $37,000 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $37,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $19,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $19,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $72,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $72,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $4,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $4,000 |
Other income not declared elsewhere | 2019-12-31 | $434,000 |
Other income not declared elsewhere | 2019-12-31 | $434,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $104,942,000 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $561,263,000 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $561,263,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $450,293,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $450,293,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $172,000 |
Interest on participant loans | 2019-12-31 | $1,089,000 |
Interest on participant loans | 2019-12-31 | $1,089,000 |
Interest earned on other investments | 2019-12-31 | $53,000 |
Interest earned on other investments | 2019-12-31 | $53,000 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $536,023,000 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $536,023,000 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $427,054,000 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $427,054,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $31,648,000 |
Contributions received in cash from employer | 2019-12-31 | $31,648,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $529,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $529,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $580,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $580,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $75,178,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $75,178,000 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |
2018 : J.C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $8,456,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $33,000 |
Total income from all sources (including contributions) | 2018-12-31 | $54,638,000 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $72,254,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $72,104,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $84,842,000 |
Value of total assets at end of year | 2018-12-31 | $450,297,000 |
Value of total assets at beginning of year | 2018-12-31 | $459,486,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $150,000 |
Total interest from all sources | 2018-12-31 | $959,000 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $52,648,000 |
Participant contributions at end of year | 2018-12-31 | $20,751,000 |
Participant contributions at beginning of year | 2018-12-31 | $19,300,000 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,893,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $1,685,000 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $19,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $44,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $4,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $33,000 |
Other income not declared elsewhere | 2018-12-31 | $-211,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-17,616,000 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $450,293,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $459,453,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $150,000 |
Interest on participant loans | 2018-12-31 | $894,000 |
Interest earned on other investments | 2018-12-31 | $65,000 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $427,054,000 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $438,005,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $32,194,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $580,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $452,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $72,104,000 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | MONTGOMERY COSCIA GREILICH LLP |
Accountancy firm EIN | 2018-12-31 | 752919818 |
2017 : J.C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $373,636,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $33,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $143,671,000 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $57,854,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $57,737,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $88,470,000 |
Value of total assets at end of year | 2017-12-31 | $459,486,000 |
Value of total assets at beginning of year | 2017-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $117,000 |
Total interest from all sources | 2017-12-31 | $793,000 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $54,549,000 |
Participant contributions at end of year | 2017-12-31 | $19,300,000 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $1,685,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $44,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $33,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $286,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $85,817,000 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $459,453,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $117,000 |
Interest on participant loans | 2017-12-31 | $742,000 |
Interest earned on other investments | 2017-12-31 | $51,000 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $438,005,000 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $33,921,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $452,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $57,737,000 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | MONTGOMERY COSCIA GREILICH LLP |
Accountancy firm EIN | 2017-12-31 | 752919818 |
2020: J.C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: J.C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: J.C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: J.C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | First time form 5500 has been submitted | Yes |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |