401k Plan data: SWISS JEWEL PENSION FUND plan

SWISS JEWEL PENSION FUND 401k Plan overview

Plan Name	SWISS JEWEL PENSION FUND
Plan identification number	002

SWISS JEWEL PENSION FUND Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SWISS JEWEL CO has sponsored the creation of one or more 401k plans.

Company Name: SWISS JEWEL CO

Employer identification number (EIN): 231434089

NAIC Classification: 339900

Additional information about SWISS JEWEL CO

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 350408

More information about SWISS JEWEL CO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SWISS JEWEL PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-07-01
002 2017-07-01 ADAM STEEL
002 2016-07-01 ADAM STEEL
002 2015-07-01 ADAM STEEL
002 2014-07-01 ADAM STEEL
002 2013-07-01 ADAM STEEL
002 2012-07-01 ADAM STEEL
002 2011-07-01 ADAM STEEL
002 2009-07-01 ADAM STEEL

Plan Statistics for SWISS JEWEL PENSION FUND

401k plan membership statisitcs for SWISS JEWEL PENSION FUND

Measure Date Value
2017: SWISS JEWEL PENSION FUND 2017 401k membership
Total participants, beginning-of-year 2017-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 7
Total of all active and inactive participants 2017-07-01 7
Total participants 2017-07-01 7
Number of participants with account balances 2017-07-01 7
2016: SWISS JEWEL PENSION FUND 2016 401k membership
Total participants, beginning-of-year 2016-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 7
Total of all active and inactive participants 2016-07-01 7
Total participants 2016-07-01 7
Number of participants with account balances 2016-07-01 7
2015: SWISS JEWEL PENSION FUND 2015 401k membership
Total participants, beginning-of-year 2015-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 7
Total of all active and inactive participants 2015-07-01 7
Total participants 2015-07-01 7
Number of participants with account balances 2015-07-01 7
2014: SWISS JEWEL PENSION FUND 2014 401k membership
Total participants, beginning-of-year 2014-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 7
Total of all active and inactive participants 2014-07-01 7
Total participants 2014-07-01 7
Number of participants with account balances 2014-07-01 7
2013: SWISS JEWEL PENSION FUND 2013 401k membership
Total participants, beginning-of-year 2013-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 7
Total of all active and inactive participants 2013-07-01 7
Total participants 2013-07-01 7
Number of participants with account balances 2013-07-01 7
2012: SWISS JEWEL PENSION FUND 2012 401k membership
Total participants, beginning-of-year 2012-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 7
Total of all active and inactive participants 2012-07-01 7
Total participants 2012-07-01 7
Number of participants with account balances 2012-07-01 7
2011: SWISS JEWEL PENSION FUND 2011 401k membership
Total participants, beginning-of-year 2011-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 7
Total of all active and inactive participants 2011-07-01 7
Total participants 2011-07-01 7
Number of participants with account balances 2011-07-01 7
2009: SWISS JEWEL PENSION FUND 2009 401k membership
Total participants, beginning-of-year 2009-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 7
Total of all active and inactive participants 2009-07-01 7
Total participants 2009-07-01 7
Number of participants with account balances 2009-07-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
Number of employers contributing to the scheme 2009-07-01 0

Measure	Date	Value
2017: SWISS JEWEL PENSION FUND 2017 401k membership
Total participants, beginning-of-year	2017-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	7
Total of all active and inactive participants	2017-07-01	7
Total participants	2017-07-01	7
Number of participants with account balances	2017-07-01	7
2016: SWISS JEWEL PENSION FUND 2016 401k membership
Total participants, beginning-of-year	2016-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	7
Total of all active and inactive participants	2016-07-01	7
Total participants	2016-07-01	7
Number of participants with account balances	2016-07-01	7
2015: SWISS JEWEL PENSION FUND 2015 401k membership
Total participants, beginning-of-year	2015-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	7
Total of all active and inactive participants	2015-07-01	7
Total participants	2015-07-01	7
Number of participants with account balances	2015-07-01	7
2014: SWISS JEWEL PENSION FUND 2014 401k membership
Total participants, beginning-of-year	2014-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	7
Total of all active and inactive participants	2014-07-01	7
Total participants	2014-07-01	7
Number of participants with account balances	2014-07-01	7
2013: SWISS JEWEL PENSION FUND 2013 401k membership
Total participants, beginning-of-year	2013-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	7
Total of all active and inactive participants	2013-07-01	7
Total participants	2013-07-01	7
Number of participants with account balances	2013-07-01	7
2012: SWISS JEWEL PENSION FUND 2012 401k membership
Total participants, beginning-of-year	2012-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	7
Total of all active and inactive participants	2012-07-01	7
Total participants	2012-07-01	7
Number of participants with account balances	2012-07-01	7
2011: SWISS JEWEL PENSION FUND 2011 401k membership
Total participants, beginning-of-year	2011-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	7
Total of all active and inactive participants	2011-07-01	7
Total participants	2011-07-01	7
Number of participants with account balances	2011-07-01	7
2009: SWISS JEWEL PENSION FUND 2009 401k membership
Total participants, beginning-of-year	2009-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	7
Total of all active and inactive participants	2009-07-01	7
Total participants	2009-07-01	7
Number of participants with account balances	2009-07-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
Number of employers contributing to the scheme	2009-07-01	0

Financial Data on SWISS JEWEL PENSION FUND

Measure	Date	Value
2018 : SWISS JEWEL PENSION FUND 2018 401k financial data
Total income from all sources	2018-06-30	$119,950
Expenses. Total of all expenses incurred	2018-06-30	$0
Total plan assets at end of year	2018-06-30	$1,714,628
Total plan assets at beginning of year	2018-06-30	$1,594,678
Other income received	2018-06-30	$71,203
Net income (gross income less expenses)	2018-06-30	$119,950
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$1,714,628
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$1,594,678
Total contributions received or receivable from employer(s)	2018-06-30	$48,747
2017 : SWISS JEWEL PENSION FUND 2017 401k financial data
Total income from all sources	2017-06-30	$194,674
Expenses. Total of all expenses incurred	2017-06-30	$0
Total plan assets at end of year	2017-06-30	$1,594,678
Total plan assets at beginning of year	2017-06-30	$1,400,004
Other income received	2017-06-30	$147,606
Net income (gross income less expenses)	2017-06-30	$194,674
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$1,594,678
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$1,400,004
Total contributions received or receivable from employer(s)	2017-06-30	$47,068
2016 : SWISS JEWEL PENSION FUND 2016 401k financial data
Total income from all sources	2016-06-30	$11,583
Expenses. Total of all expenses incurred	2016-06-30	$0
Total plan assets at end of year	2016-06-30	$1,400,004
Total plan assets at beginning of year	2016-06-30	$1,388,421
Other income received	2016-06-30	$-32,318
Net income (gross income less expenses)	2016-06-30	$11,583
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$1,400,004
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$1,388,421
Total contributions received or receivable from employer(s)	2016-06-30	$43,901
2015 : SWISS JEWEL PENSION FUND 2015 401k financial data
Total income from all sources	2015-06-30	$49,796
Expenses. Total of all expenses incurred	2015-06-30	$342,497
Benefits paid (including direct rollovers)	2015-06-30	$342,497
Total plan assets at end of year	2015-06-30	$1,388,421
Total plan assets at beginning of year	2015-06-30	$1,681,122
Other income received	2015-06-30	$8,014
Net income (gross income less expenses)	2015-06-30	$-292,701
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$1,388,421
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$1,681,122
Total contributions received or receivable from employer(s)	2015-06-30	$41,782
2014 : SWISS JEWEL PENSION FUND 2014 401k financial data
Total income from all sources	2014-06-30	$243,185
Expenses. Total of all expenses incurred	2014-06-30	$0
Total plan assets at end of year	2014-06-30	$1,681,122
Total plan assets at beginning of year	2014-06-30	$1,437,937
Other income received	2014-06-30	$197,884
Net income (gross income less expenses)	2014-06-30	$243,185
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$1,681,122
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,437,937
Total contributions received or receivable from employer(s)	2014-06-30	$45,301
2013 : SWISS JEWEL PENSION FUND 2013 401k financial data
Total income from all sources	2013-06-30	$188,905
Expenses. Total of all expenses incurred	2013-06-30	$0
Total plan assets at end of year	2013-06-30	$1,437,937
Total plan assets at beginning of year	2013-06-30	$1,249,032
Other income received	2013-06-30	$144,100
Net income (gross income less expenses)	2013-06-30	$188,905
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$1,437,937
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$1,249,032
Total contributions received or receivable from employer(s)	2013-06-30	$44,805
2012 : SWISS JEWEL PENSION FUND 2012 401k financial data
Total income from all sources	2012-06-30	$58,929
Expenses. Total of all expenses incurred	2012-06-30	$90,401
Benefits paid (including direct rollovers)	2012-06-30	$90,401
Total plan assets at end of year	2012-06-30	$1,249,032
Total plan assets at beginning of year	2012-06-30	$1,280,504
Other income received	2012-06-30	$15,364
Net income (gross income less expenses)	2012-06-30	$-31,472
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$1,249,032
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,280,504
Total contributions received or receivable from employer(s)	2012-06-30	$43,565
2011 : SWISS JEWEL PENSION FUND 2011 401k financial data
Total income from all sources	2011-06-30	$224,859
Expenses. Total of all expenses incurred	2011-06-30	$177,540
Benefits paid (including direct rollovers)	2011-06-30	$177,540
Total plan assets at end of year	2011-06-30	$1,280,504
Total plan assets at beginning of year	2011-06-30	$1,233,185
Other income received	2011-06-30	$184,157
Net income (gross income less expenses)	2011-06-30	$47,319
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,280,504
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,233,185
Total contributions received or receivable from employer(s)	2011-06-30	$40,702

Form 5500 Responses for SWISS JEWEL PENSION FUND

2017: SWISS JEWEL PENSION FUND 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: SWISS JEWEL PENSION FUND 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: SWISS JEWEL PENSION FUND 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: SWISS JEWEL PENSION FUND 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 benefit arrangement – Insurance	Yes
2013: SWISS JEWEL PENSION FUND 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 benefit arrangement – Insurance	Yes
2012: SWISS JEWEL PENSION FUND 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: SWISS JEWEL PENSION FUND 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 benefit arrangement – Insurance	Yes
2009: SWISS JEWEL PENSION FUND 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

315062472

Policy instance

Insurance contract or identification number	315062472
Number of Individuals Covered	1
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $690
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $352
Insurance broker name	LARRY LERMAN

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

PFS3709

Policy instance

Insurance contract or identification number	PFS3709
Number of Individuals Covered	2
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $464
Total amount of fees paid to insurance company	USD $47
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $464
Amount paid for insurance broker fees	47
Additional information about fees paid to insurance broker	SALES
Insurance broker organization code?	3
Insurance broker name	ALLSTATE FINANCIAL SERVICES, LLC

LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )

Policy contract number

G058

Policy instance

Insurance contract or identification number	G058
Number of Individuals Covered	4
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $762
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $762
Insurance broker name	ALAN REDLICH

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Company Name:	SWISS JEWEL CO
Employer identification number (EIN):	231434089
NAIC Classification:	339900

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	350408

Plan id#	Filing Submission Date	Name of Administrator
002	2018-07-01
002	2017-07-01	ADAM STEEL
002	2016-07-01	ADAM STEEL
002	2015-07-01	ADAM STEEL
002	2014-07-01	ADAM STEEL
002	2013-07-01	ADAM STEEL
002	2012-07-01	ADAM STEEL
002	2011-07-01	ADAM STEEL
002	2009-07-01	ADAM STEEL