401k Plan data: JORDAN & JORDAN 401(K) PLAN plan

JORDAN & JORDAN 401(K) PLAN 401k Plan overview

Plan Name	JORDAN & JORDAN 401(K) PLAN
Plan identification number	001

JORDAN & JORDAN 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Target benefit plan
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

THOMAS J JORDAN INC has sponsored the creation of one or more 401k plans.

Company Name: THOMAS J JORDAN INC

Employer identification number (EIN): 223031995

NAIC Classification: 519100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JORDAN & JORDAN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KATHY BOYLAN 2024-04-14
001 2022-01-01 KATHY BOYLAN 2023-05-20
001 2021-01-01 KATHY BOYLAN 2022-04-19
001 2021-01-01 KATHY BOYLAN 2022-06-14
001 2020-01-01 KATHLEEN BOYLAN 2021-04-13
001 2019-01-01 KATHLEEN BOYLAN 2020-06-25
001 2018-01-01 KATHY BOYLAN 2019-03-28
001 2017-01-01 KATHY BOYLAN 2018-05-21
001 2016-01-01 KATHY BOYLAN 2017-05-25
001 2015-01-01 KATHY BOYLAN 2016-07-06
001 2014-01-01 MARIE JORDAN
001 2013-01-01 KATHY BOYLAN 2014-07-08
001 2012-01-01 KATHY BOYLAN 2013-07-03
001 2011-01-01 KATHY BOYLAN 2012-10-09
001 2010-01-01 KATHY BOYLAN
001 2009-01-01
001 2009-01-01 MARIE JORDAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	KATHY BOYLAN	2024-04-14
001	2022-01-01	KATHY BOYLAN	2023-05-20
001	2021-01-01	KATHY BOYLAN	2022-04-19
001	2021-01-01	KATHY BOYLAN	2022-06-14
001	2020-01-01	KATHLEEN BOYLAN	2021-04-13
001	2019-01-01	KATHLEEN BOYLAN	2020-06-25
001	2018-01-01	KATHY BOYLAN	2019-03-28
001	2017-01-01	KATHY BOYLAN	2018-05-21
001	2016-01-01	KATHY BOYLAN	2017-05-25
001	2015-01-01	KATHY BOYLAN	2016-07-06
001	2014-01-01	MARIE JORDAN
001	2013-01-01	KATHY BOYLAN	2014-07-08
001	2012-01-01	KATHY BOYLAN	2013-07-03
001	2011-01-01	KATHY BOYLAN	2012-10-09
001	2010-01-01	KATHY BOYLAN
001	2009-01-01
001	2009-01-01	MARIE JORDAN

Plan Statistics for JORDAN & JORDAN 401(K) PLAN

401k plan membership statisitcs for JORDAN & JORDAN 401(K) PLAN

Measure Date Value
2025: JORDAN & JORDAN 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-04-08 48
Total number of particpants at end of year 2025-04-08 49
Number of Participants With Account Balances 2025-04-08 41
2024: JORDAN & JORDAN 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-04-14 48
Total number of particpants at end of year 2024-04-14 48
Number of Participants With Account Balances 2024-04-14 40
2014: JORDAN & JORDAN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 32
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 45
Number of participants with account balances 2014-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2010: JORDAN & JORDAN 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 29
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 19
Total of all active and inactive participants 2010-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 48
Number of participants with account balances 2010-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: JORDAN & JORDAN 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 30
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 48
Number of participants with account balances 2009-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2025: JORDAN & JORDAN 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-08	48
Total number of particpants at end of year	2025-04-08	49
Number of Participants With Account Balances	2025-04-08	41
2024: JORDAN & JORDAN 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-04-14	48
Total number of particpants at end of year	2024-04-14	48
Number of Participants With Account Balances	2024-04-14	40
2014: JORDAN & JORDAN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	32
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	45
Number of participants with account balances	2014-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2010: JORDAN & JORDAN 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	29
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	19
Total of all active and inactive participants	2010-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	48
Number of participants with account balances	2010-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: JORDAN & JORDAN 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	30
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	48
Number of participants with account balances	2009-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on JORDAN & JORDAN 401(K) PLAN

Measure	Date	Value
2025 : JORDAN & JORDAN 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-04-08	0
Total liabilities as of the end of the plan year	2025-04-08	0
Total liabilities as of the beginning of the plan year	2025-04-08	0
Total expenses incurred by plan in this plan year	2025-04-08	849496
Net assets as of the end of the plan year	2025-04-08	6946827
Total assets as of the beginning of the plan year	2025-04-08	6491533
Participant contributions to plan in this plan year	2025-04-08	365189
Value of participant loans at end of plan year	2025-04-08	54483
Other expenses paid from plan in this plan year	2025-04-08	0
Other contributions to plan in this plan year	2025-04-08	0
Other income to plan in this plan year	2025-04-08	909492
Plan net income in this plan year	2025-04-08	455294
Net assets as of the end of the plan year	2025-04-08	6946827
Net assets as of the beginning of the plan year	2025-04-08	6491533
Employer contributions to plan in this plan year	2025-04-08	30109
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-08	27255
2024 : JORDAN & JORDAN 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-04-14	0
Total liabilities as of the end of the plan year	2024-04-14	0
Total liabilities as of the beginning of the plan year	2024-04-14	0
Total expenses incurred by plan in this plan year	2024-04-14	1017606
Net assets as of the end of the plan year	2024-04-14	6491533
Total assets as of the beginning of the plan year	2024-04-14	6169524
Participant contributions to plan in this plan year	2024-04-14	318033
Value of participant loans at end of plan year	2024-04-14	66383
Other expenses paid from plan in this plan year	2024-04-14	0
Other contributions to plan in this plan year	2024-04-14	6906
Other income to plan in this plan year	2024-04-14	990617
Plan net income in this plan year	2024-04-14	322009
Net assets as of the end of the plan year	2024-04-14	6491533
Net assets as of the beginning of the plan year	2024-04-14	6169524
Employer contributions to plan in this plan year	2024-04-14	24059
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-14	24618
2014 : JORDAN & JORDAN 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$611,193
Expenses. Total of all expenses incurred	2014-12-31	$209,439
Benefits paid (including direct rollovers)	2014-12-31	$208,939
Total plan assets at end of year	2014-12-31	$3,742,889
Total plan assets at beginning of year	2014-12-31	$3,341,135
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$258,619
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$4,765
Other income received	2014-12-31	$325,267
Net income (gross income less expenses)	2014-12-31	$401,754
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,742,889
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,341,135
Assets. Value of participant loans	2014-12-31	$3,999
Total contributions received or receivable from employer(s)	2014-12-31	$22,542
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2010 : JORDAN & JORDAN 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$512,552
Expenses. Total of all expenses incurred	2010-12-31	$182,900
Benefits paid (including direct rollovers)	2010-12-31	$161,894
Total plan assets at end of year	2010-12-31	$2,561,781
Total plan assets at beginning of year	2010-12-31	$2,232,129
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$196,427
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$294,164
Net income (gross income less expenses)	2010-12-31	$329,652
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,561,781
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,232,129
Assets. Value of participant loans	2010-12-31	$21,870
Total contributions received or receivable from employer(s)	2010-12-31	$21,961
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$20,906
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$100

Form 5500 Responses for JORDAN & JORDAN 401(K) PLAN

2014: JORDAN & JORDAN 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2010: JORDAN & JORDAN 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: JORDAN & JORDAN 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	925746
Policy instance	1

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	THOMAS J JORDAN INC
Employer identification number (EIN):	223031995
NAIC Classification:	519100