JEWELCOR MANAGEMENT AND CONSULTING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEWELCOR COMPANY 401K PROFIT SHARING PLAN
Measure | Date | Value |
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2015: JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 60 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 16 |
Total of all active and inactive participants | 2015-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 76 |
Number of participants with account balances | 2015-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 65 |
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 | 15 |
Total of all active and inactive participants | 2014-01-01 | 80 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 80 |
Number of participants with account balances | 2014-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
Total of all active and inactive participants | 2013-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 91 |
Number of participants with account balances | 2013-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 15 |
Total of all active and inactive participants | 2012-01-01 | 80 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 80 |
Number of participants with account balances | 2012-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 14 |
Total of all active and inactive participants | 2011-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 77 |
Number of participants with account balances | 2011-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 65 |
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 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 83 |
Number of participants with account balances | 2009-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2015 : JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $75,770 |
Expenses. Total of all expenses incurred | 2015-12-31 | $126,507 |
Benefits paid (including direct rollovers) | 2015-12-31 | $123,275 |
Total plan assets at end of year | 2015-12-31 | $1,515,351 |
Total plan assets at beginning of year | 2015-12-31 | $1,566,088 |
Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
Total contributions received or receivable from participants | 2015-12-31 | $121,866 |
Other income received | 2015-12-31 | $-46,096 |
Net income (gross income less expenses) | 2015-12-31 | $-50,737 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,515,351 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,566,088 |
Assets. Value of participant loans | 2015-12-31 | $6,530 |
Value of corrective distributions | 2015-12-31 | $3,032 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $200 |
2014 : JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $229,982 |
Expenses. Total of all expenses incurred | 2014-12-31 | $34,824 |
Benefits paid (including direct rollovers) | 2014-12-31 | $34,674 |
Total plan assets at end of year | 2014-12-31 | $1,566,088 |
Total plan assets at beginning of year | 2014-12-31 | $1,370,930 |
Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
Total contributions received or receivable from participants | 2014-12-31 | $122,265 |
Other income received | 2014-12-31 | $107,717 |
Net income (gross income less expenses) | 2014-12-31 | $195,158 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,566,088 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,370,930 |
Assets. Value of participant loans | 2014-12-31 | $11,377 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $150 |
2013 : JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $387,883 |
Expenses. Total of all expenses incurred | 2013-12-31 | $69,844 |
Benefits paid (including direct rollovers) | 2013-12-31 | $69,569 |
Total plan assets at end of year | 2013-12-31 | $1,370,930 |
Total plan assets at beginning of year | 2013-12-31 | $1,052,891 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Total contributions received or receivable from participants | 2013-12-31 | $126,094 |
Other income received | 2013-12-31 | $261,789 |
Net income (gross income less expenses) | 2013-12-31 | $318,039 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,370,930 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,052,891 |
Assets. Value of participant loans | 2013-12-31 | $15,978 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $275 |
2012 : JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $260,955 |
Expenses. Total of all expenses incurred | 2012-12-31 | $14,903 |
Benefits paid (including direct rollovers) | 2012-12-31 | $13,950 |
Total plan assets at end of year | 2012-12-31 | $1,052,891 |
Total plan assets at beginning of year | 2012-12-31 | $806,839 |
Value of fidelity bond covering the plan | 2012-12-31 | $110,000 |
Total contributions received or receivable from participants | 2012-12-31 | $111,685 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $38,111 |
Other income received | 2012-12-31 | $111,159 |
Net income (gross income less expenses) | 2012-12-31 | $246,052 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,052,891 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $806,839 |
Assets. Value of participant loans | 2012-12-31 | $21,011 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $953 |
2011 : JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $43,585 |
Expenses. Total of all expenses incurred | 2011-12-31 | $53,200 |
Benefits paid (including direct rollovers) | 2011-12-31 | $53,000 |
Total plan assets at end of year | 2011-12-31 | $806,839 |
Total plan assets at beginning of year | 2011-12-31 | $816,454 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $66,077 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-22,492 |
Net income (gross income less expenses) | 2011-12-31 | $-9,615 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $806,839 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $816,454 |
Assets. Value of participant loans | 2011-12-31 | $7,795 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $200 |
2010 : JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $155,176 |
Expenses. Total of all expenses incurred | 2010-12-31 | $221,300 |
Benefits paid (including direct rollovers) | 2010-12-31 | $221,075 |
Total plan assets at end of year | 2010-12-31 | $816,454 |
Total plan assets at beginning of year | 2010-12-31 | $882,578 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $62,863 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $92,313 |
Net income (gross income less expenses) | 2010-12-31 | $-66,124 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $816,454 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $882,578 |
Assets. Value of participant loans | 2010-12-31 | $3,609 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $225 |
2015: JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2014 form 5500 responses |
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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 |
2013: JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2009 form 5500 responses |
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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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |