401k Plan data: JEWELCOR COMPANY 401K PROFIT SHARING PLAN plan

JEWELCOR COMPANY 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	JEWELCOR COMPANY 401K PROFIT SHARING PLAN
Plan identification number	001

JEWELCOR COMPANY 401K PROFIT SHARING 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.
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.
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

JEWELCOR MANAGEMENT AND CONSULTING, INC. has sponsored the creation of one or more 401k plans.

Company Name: JEWELCOR MANAGEMENT AND CONSULTING, INC.

Employer identification number (EIN): 231679416

NAIC Classification: 448310
NAIC Description: Jewelry Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWELCOR COMPANY 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JEFF WILHELM 2024-10-14 JEFF WILHELM 2024-10-14
001 2022-01-01 JEFF WILHELM 2024-04-29 JEFF WILHELM 2024-04-29
001 2021-01-01 JOE FISCHER 2022-10-07
001 2020-01-01 JOE FISCHER 2021-09-16
001 2019-01-01 JOE FISCHER 2020-07-14
001 2018-01-01 JOE FISCHER 2019-10-08
001 2017-01-01 JOE FISCHER 2018-09-14
001 2016-01-01 JOE FISCHER 2017-10-10
001 2015-01-01 JOE FISCHER
001 2014-01-01 JOSEPH FISCHER
001 2013-01-01 JOSEPH FISCHER
001 2012-01-01 JOSEPH FISCHER
001 2011-01-01 JOSEPH FISCHER
001 2009-01-01 MARIA SCIANDRA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JEFF WILHELM	2024-10-14	JEFF WILHELM	2024-10-14
001	2022-01-01	JEFF WILHELM	2024-04-29	JEFF WILHELM	2024-04-29
001	2021-01-01	JOE FISCHER	2022-10-07
001	2020-01-01	JOE FISCHER	2021-09-16
001	2019-01-01	JOE FISCHER	2020-07-14
001	2018-01-01	JOE FISCHER	2019-10-08
001	2017-01-01	JOE FISCHER	2018-09-14
001	2016-01-01	JOE FISCHER	2017-10-10
001	2015-01-01	JOE FISCHER
001	2014-01-01	JOSEPH FISCHER
001	2013-01-01	JOSEPH FISCHER
001	2012-01-01	JOSEPH FISCHER
001	2011-01-01	JOSEPH FISCHER
001	2009-01-01	MARIA SCIANDRA

Financial Data on JEWELCOR COMPANY 401K PROFIT SHARING PLAN

Measure	Date	Value
2025 : JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-11	640996
Net assets as of the end of the plan year	2025-09-11	4972286
Total assets as of the beginning of the plan year	2025-09-11	4190069
Value of plan covered by a fidelity bond	2025-09-11	400000
Participant contributions to plan in this plan year	2025-09-11	584498
Value of participant loans at end of plan year	2025-09-11	51742
Other income to plan in this plan year	2025-09-11	640549
Plan net income in this plan year	2025-09-11	782217
Net assets as of the end of the plan year	2025-09-11	4972286
Net assets as of the beginning of the plan year	2025-09-11	4190069
Employer contributions to plan in this plan year	2025-09-11	198166
Fees paid to broker by Benefit Provider	2025-09-11	14182
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-11	950
2024 : JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-14	739859
Net assets as of the end of the plan year	2024-10-14	4190069
Total assets as of the beginning of the plan year	2024-10-14	3188884
Value of plan covered by a fidelity bond	2024-10-14	400000
Participant contributions to plan in this plan year	2024-10-14	521472
Value of participant loans at end of plan year	2024-10-14	33879
Other contributions to plan in this plan year	2024-10-14	362585
Other income to plan in this plan year	2024-10-14	614689
Plan net income in this plan year	2024-10-14	1001185
Net assets as of the end of the plan year	2024-10-14	4190069
Net assets as of the beginning of the plan year	2024-10-14	3188884
Employer contributions to plan in this plan year	2024-10-14	242298
Fees paid to broker by Benefit Provider	2024-10-14	10078
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-14	450
2015 : JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2015 401k financial data
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
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
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
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
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
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

Form 5500 Responses for JEWELCOR COMPANY 401K PROFIT SHARING PLAN

2015: JEWELCOR COMPANY 401K PROFIT SHARING PLAN 2015 form 5500 responses
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
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
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
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
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
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

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Company Name:	JEWELCOR MANAGEMENT AND CONSULTING, INC.
Employer identification number (EIN):	231679416
NAIC Classification:	448310
NAIC Description:	Jewelry Stores