J.R. WESTON, INC. DBA THE CLARKSON INN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J.R. WESTON, INC. RETIREMENT PLAN
401k plan membership statisitcs for J.R. WESTON, INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2019: J.R. WESTON, INC. RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 12 |
| Total of all active and inactive participants | 2019-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 12 |
| Number of participants with account balances | 2019-07-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| 2018: J.R. WESTON, INC. RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 11 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 3 |
| Total of all active and inactive participants | 2018-07-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 14 |
| Number of participants with account balances | 2018-07-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2014: J.R. WESTON, INC. RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 29 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 2 |
| Total of all active and inactive participants | 2014-07-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 31 |
| Number of participants with account balances | 2014-07-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: J.R. WESTON, INC. RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 16 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 3 |
| Total of all active and inactive participants | 2013-07-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 1 |
| Total participants | 2013-07-01 | 20 |
| Number of participants with account balances | 2013-07-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2011: J.R. WESTON, INC. RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 3 |
| Total of all active and inactive participants | 2011-07-01 | 15 |
| Total participants | 2011-07-01 | 15 |
| Number of participants with account balances | 2011-07-01 | 13 |
| Measure | Date | Value |
|---|
| 2020 : J.R. WESTON, INC. RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $-11,756 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $442,234 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $442,159 |
| Total plan assets at end of year | 2020-06-30 | $116,378 |
| Total plan assets at beginning of year | 2020-06-30 | $570,368 |
| Value of fidelity bond covering the plan | 2020-06-30 | $81,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $11,060 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
| Other income received | 2020-06-30 | $-34,963 |
| Net income (gross income less expenses) | 2020-06-30 | $-453,990 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $116,378 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $570,368 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $12,147 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $75 |
| 2019 : J.R. WESTON, INC. RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $63,266 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $296,400 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $296,250 |
| Total plan assets at end of year | 2019-06-30 | $570,368 |
| Total plan assets at beginning of year | 2019-06-30 | $803,502 |
| Value of fidelity bond covering the plan | 2019-06-30 | $81,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $16,544 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
| Other income received | 2019-06-30 | $28,772 |
| Net income (gross income less expenses) | 2019-06-30 | $-233,134 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $570,368 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $803,502 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $17,950 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $150 |
| 2015 : J.R. WESTON, INC. RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $157,968 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $81,556 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $73,402 |
| Total plan assets at end of year | 2015-06-30 | $920,230 |
| Total plan assets at beginning of year | 2015-06-30 | $843,818 |
| Value of fidelity bond covering the plan | 2015-06-30 | $93,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $20,926 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $72,753 |
| Other income received | 2015-06-30 | $24,817 |
| Net income (gross income less expenses) | 2015-06-30 | $76,412 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $920,230 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $843,818 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $39,472 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $8,154 |
| 2014 : J.R. WESTON, INC. RETIREMENT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-06-30 | $1,421 |
| Total income from all sources | 2014-06-30 | $188,864 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $61,884 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $61,884 |
| Total plan assets at end of year | 2014-06-30 | $843,818 |
| Total plan assets at beginning of year | 2014-06-30 | $718,259 |
| Value of fidelity bond covering the plan | 2014-06-30 | $85,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $20,173 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $126,276 |
| Net income (gross income less expenses) | 2014-06-30 | $126,980 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $843,818 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $716,838 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $42,415 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $0 |
| 2012 : J.R. WESTON, INC. RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $49,435 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $6,676 |
| Total plan assets at end of year | 2012-06-30 | $755,522 |
| Total plan assets at beginning of year | 2012-06-30 | $712,763 |
| Value of fidelity bond covering the plan | 2012-06-30 | $76,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $17,989 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $6,676 |
| Other income received | 2012-06-30 | $-5,194 |
| Net income (gross income less expenses) | 2012-06-30 | $42,759 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $755,522 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $712,763 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $36,640 |
| 2019: J.R. WESTON, INC. RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: J.R. WESTON, INC. RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: J.R. WESTON, INC. RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: J.R. WESTON, INC. RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: J.R. WESTON, INC. RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
| Policy contract number | 24027 |
| Policy instance | 1 |
| Insurance contract or identification number | 24027 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $2,017 | | Total amount of fees paid to insurance company | USD $75 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,017 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 75 | | Additional information about fees paid to insurance broker | DISTRIBUTION FEE |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
| Policy contract number | 24027 |
| Policy instance | 1 |
| Insurance contract or identification number | 24027 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $2,655 | | Total amount of fees paid to insurance company | USD $150 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 150 | | Additional information about fees paid to insurance broker | DISTRIBUTION FEE | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $2,655 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
| Policy contract number | 24027 |
| Policy instance | 1 |
| Insurance contract or identification number | 24027 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $3,498 | | Total amount of fees paid to insurance company | USD $150 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,498 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 150 | | Insurance broker name | BWTP P.C. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
| Policy contract number | 24027 |
| Policy instance | 1 |
| Insurance contract or identification number | 24027 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $2,854 | | Total amount of fees paid to insurance company | USD $75 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,854 | | Additional information about fees paid to insurance broker | BROKER COMMISSION. | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 75 | | Insurance broker name | BWTP P.C. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
| Policy contract number | 24027 |
| Policy instance | 1 |
| Insurance contract or identification number | 24027 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $3,084 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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