401k Plan data: COLTON WEST JORDAN RETIREMENT PLAN plan

COLTON WEST JORDAN RETIREMENT PLAN 401k Plan overview

Plan Name	COLTON WEST JORDAN RETIREMENT PLAN
Plan identification number	001

COLTON WEST JORDAN RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

COLTON WEST JORDAN has sponsored the creation of one or more 401k plans.

Company Name: COLTON WEST JORDAN

Employer identification number (EIN): 203753884

NAIC Classification: 441300
NAIC Description: Automotive Parts, Accessories, and Tire Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLTON WEST JORDAN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01

Plan Statistics for COLTON WEST JORDAN RETIREMENT PLAN

401k plan membership statisitcs for COLTON WEST JORDAN RETIREMENT PLAN

Measure Date Value
2018: COLTON WEST JORDAN RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 17
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 20
Number of participants with account balances 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COLTON WEST JORDAN RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 14
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 17
Total participants 2017-01-01 17
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: COLTON WEST JORDAN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 17
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2018: COLTON WEST JORDAN RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	17
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	20
Number of participants with account balances	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COLTON WEST JORDAN RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	14
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	17
Total participants	2017-01-01	17
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: COLTON WEST JORDAN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	17
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on COLTON WEST JORDAN RETIREMENT PLAN

Measure	Date	Value
2018 : COLTON WEST JORDAN RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$59,354
Expenses. Total of all expenses incurred	2018-12-31	$15,334
Benefits paid (including direct rollovers)	2018-12-31	$15,334
Total plan assets at end of year	2018-12-31	$307,859
Total plan assets at beginning of year	2018-12-31	$263,839
Value of fidelity bond covering the plan	2018-12-31	$30,000
Total contributions received or receivable from participants	2018-12-31	$60,787
Other income received	2018-12-31	$-24,550
Net income (gross income less expenses)	2018-12-31	$44,020
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$307,859
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$263,839
Assets. Value of participant loans	2018-12-31	$33,996
Total contributions received or receivable from employer(s)	2018-12-31	$23,117
2017 : COLTON WEST JORDAN RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$113,242
Total plan assets at end of year	2017-12-31	$263,839
Total plan assets at beginning of year	2017-12-31	$150,597
Total contributions received or receivable from participants	2017-12-31	$57,910
Other income received	2017-12-31	$31,714
Net income (gross income less expenses)	2017-12-31	$113,242
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$263,839
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$150,597
Assets. Value of participant loans	2017-12-31	$43,543
Total contributions received or receivable from employer(s)	2017-12-31	$23,618
2016 : COLTON WEST JORDAN RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$150,597
Total plan assets at end of year	2016-12-31	$150,597
Total plan assets at beginning of year	2016-12-31	$0
Total contributions received or receivable from participants	2016-12-31	$57,382
Contributions received from other sources (not participants or employers)	2016-12-31	$63,665
Other income received	2016-12-31	$7,063
Net income (gross income less expenses)	2016-12-31	$150,597
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$150,597
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$22,487

Form 5500 Responses for COLTON WEST JORDAN RETIREMENT PLAN

2018: COLTON WEST JORDAN RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COLTON WEST JORDAN RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COLTON WEST JORDAN RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

122726

Policy instance

Insurance contract or identification number	122726
Number of Individuals Covered	12
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,334
Total amount of fees paid to insurance company	USD $152
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,634
Insurance broker organization code?	3
Amount paid for insurance broker fees	152

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

122726

Policy instance

Insurance contract or identification number	122726
Number of Individuals Covered	11
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,649
Total amount of fees paid to insurance company	USD $223
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,154
Insurance broker organization code?	3
Amount paid for insurance broker fees	223
Insurance broker name	HUBER, ERICKSON & BOWMAN

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Company Name:	COLTON WEST JORDAN
Employer identification number (EIN):	203753884
NAIC Classification:	441300
NAIC Description:	Automotive Parts, Accessories, and Tire Stores