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THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameTHE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST
Plan identification number 002

THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THE JEFFREY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE JEFFREY COMPANY
Employer identification number (EIN):314218060
NAIC Classification:523900

Additional information about THE JEFFREY COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1877-07-19
Company Identification Number: 6465
Legal Registered Office Address: 88 EAST BROAD STREET
SUITE 1400
COLUMBUS
United States of America (USA)
43215

More information about THE JEFFREY COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01KENNETH E BARTLETT2020-07-28
0022018-01-01KENNETH BARTLETT2019-07-31
0022017-01-01KENNETH ERNEST BARTLETT2018-07-20
0022016-01-01KENNETH BARTLETT2017-07-25
0022015-01-01KENNETH BARTLETT2017-06-20
0022014-01-01KENNETH E BARTLETT2015-07-15
0022013-01-01KENNETH E BARTLETT2014-06-25
0022012-01-01THE JEFFREY COMPANY2013-08-07
0022011-01-01THE JEFFREY COMPANY2013-07-19
0022010-01-01KEN BARTLETT2012-12-13
0022008-01-01KEN BARTLETT
0022007-01-01KEN BARTLETT
0022006-01-01KEN BARTLETT
0022005-01-01KEN BARTLETT

Plan Statistics for THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2008: THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-015
Total number of active participants reported on line 7a of the Form 55002008-01-015
Total of all active and inactive participants2008-01-015
Total participants2008-01-015
Number of participants with account balances2008-01-014
2007: THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-014
Total number of active participants reported on line 7a of the Form 55002007-01-015
Total of all active and inactive participants2007-01-015
Total participants2007-01-015
Number of participants with account balances2007-01-013
2006: THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-015
Total number of active participants reported on line 7a of the Form 55002006-01-014
Total of all active and inactive participants2006-01-014
Total participants2006-01-014
Number of participants with account balances2006-01-013
2005: THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST 2005 401k membership
Total participants, beginning-of-year2005-01-015
Total number of active participants reported on line 7a of the Form 55002005-01-015
Total of all active and inactive participants2005-01-015
Total participants2005-01-015
Number of participants with account balances2005-01-014

Financial Data on THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2008 : THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST 2008 401k financial data
Total income from all sources2008-12-31$66,486
Expenses. Total of all expenses incurred2008-12-31$107,106
Total plan assets at end of year2008-12-31$552,391
Total plan assets at beginning of year2008-12-31$593,011
Value of fidelity bond covering the plan2008-12-31$1,000,000
Total contributions received or receivable from participants2008-12-31$41,074
Expenses. Other expenses not covered elsewhere2008-12-31$107,106
Net income (gross income less expenses)2008-12-31$-40,620
Net plan assets at end of year (total assets less liabilities)2008-12-31$552,391
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$593,011
Total contributions received or receivable from employer(s)2008-12-31$25,412
2007 : THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST 2007 401k financial data
Total income from all sources2007-12-31$96,098
Total plan assets at end of year2007-12-31$593,011
Total plan assets at beginning of year2007-12-31$496,913
Value of fidelity bond covering the plan2007-12-31$1,000,000
Total contributions received or receivable from participants2007-12-31$38,250
Other income received2007-12-31$34,598
Net income (gross income less expenses)2007-12-31$96,098
Net plan assets at end of year (total assets less liabilities)2007-12-31$593,011
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$496,913
Total contributions received or receivable from employer(s)2007-12-31$23,250
2006 : THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST 2006 401k financial data
Total income from all sources2006-12-31$106,765
Expenses. Total of all expenses incurred2006-12-31$75,982
Benefits paid (including direct rollovers)2006-12-31$75,982
Total plan assets at end of year2006-12-31$496,913
Total plan assets at beginning of year2006-12-31$466,130
Value of fidelity bond covering the plan2006-12-31$1,000,000
Total contributions received or receivable from participants2006-12-31$36,136
Other income received2006-12-31$46,993
Net income (gross income less expenses)2006-12-31$30,783
Net plan assets at end of year (total assets less liabilities)2006-12-31$496,913
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$466,130
Total contributions received or receivable from employer(s)2006-12-31$23,636
2005 : THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST 2005 401k financial data
Total income from all sources2005-12-31$70,243
Total plan assets at end of year2005-12-31$466,130
Total plan assets at beginning of year2005-12-31$395,887
Value of fidelity bond covering the plan2005-12-31$1,000,000
Total contributions received or receivable from participants2005-12-31$27,987
Other income received2005-12-31$17,269
Net income (gross income less expenses)2005-12-31$70,243
Net plan assets at end of year (total assets less liabilities)2005-12-31$466,130
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$395,887
Total contributions received or receivable from employer(s)2005-12-31$24,987

Form 5500 Responses for THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST

2008: THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes

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