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JOB OPTIONS, INC. 403(B) PLAN 401k Plan overview

Plan NameJOB OPTIONS, INC. 403(B) PLAN
Plan identification number 003

JOB OPTIONS, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

JOB OPTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOB OPTIONS, INC.
Employer identification number (EIN):330603379
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOB OPTIONS, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01JOUNINA BOKA2023-10-12
0032021-01-01JOUNINA BOKA2022-10-17
0032020-01-01JOUNINA BOKA2021-09-07
0032019-01-01JOUNINA BOKA2020-10-07
0032018-01-01JOUNINA BOKA2019-08-27
0032017-01-01
0032016-01-01
0032015-01-01JOUNINA BOKA
0032014-01-01CHARLOTTE HEALY
0032013-06-01CHARLOTTE HEALY

Plan Statistics for JOB OPTIONS, INC. 403(B) PLAN

401k plan membership statisitcs for JOB OPTIONS, INC. 403(B) PLAN

Measure Date Value
2022: JOB OPTIONS, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01998
Total number of active participants reported on line 7a of the Form 55002022-01-01952
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01970
Total participants2022-01-01970
Number of participants with account balances2022-01-0173
2021: JOB OPTIONS, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,000
Total number of active participants reported on line 7a of the Form 55002021-01-01938
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-01952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01952
Number of participants with account balances2021-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JOB OPTIONS, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01985
Total number of active participants reported on line 7a of the Form 55002020-01-01993
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-011,004
Total participants2020-01-011,004
Number of participants with account balances2020-01-0172
2019: JOB OPTIONS, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01959
Total number of active participants reported on line 7a of the Form 55002019-01-01951
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01968
Total participants2019-01-01968
Number of participants with account balances2019-01-0170
2018: JOB OPTIONS, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01978
Total number of active participants reported on line 7a of the Form 55002018-01-01957
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-01969
Total participants2018-01-01969
Number of participants with account balances2018-01-0165
2017: JOB OPTIONS, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01949
Total number of active participants reported on line 7a of the Form 55002017-01-01960
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-01962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01962
Number of participants with account balances2017-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOB OPTIONS, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01944
Total number of active participants reported on line 7a of the Form 55002016-01-01916
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01916
Total participants2016-01-01916
Number of participants with account balances2016-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOB OPTIONS, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01978
Total number of active participants reported on line 7a of the Form 55002015-01-01944
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01944
Number of participants with account balances2015-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOB OPTIONS, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,020
Total number of active participants reported on line 7a of the Form 55002014-01-01977
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01977
Number of participants with account balances2014-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOB OPTIONS, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-011,008
Total number of active participants reported on line 7a of the Form 55002013-06-011,019
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-011
Total of all active and inactive participants2013-06-011,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-011,020
Number of participants with account balances2013-06-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010

Financial Data on JOB OPTIONS, INC. 403(B) PLAN

Measure Date Value
2022 : JOB OPTIONS, INC. 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-111,223
Total of all expenses incurred2022-12-31$50,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$50,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$242,961
Value of total assets at end of year2022-12-31$1,620,262
Value of total assets at beginning of year2022-12-31$1,781,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$242,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-161,317
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,620,262
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,781,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,460,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,667,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$159,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$113,909
Net investment gain/loss from pooled separate accounts2022-12-31$-354,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$50,094
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOSAKA, ROTHERHAM & COMPANY
Accountancy firm EIN2022-12-31451180982
2021 : JOB OPTIONS, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$385,200
Total of all expenses incurred2021-12-31$60,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$60,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$227,620
Value of total assets at end of year2021-12-31$1,781,579
Value of total assets at beginning of year2021-12-31$1,456,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$227,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$324,771
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,781,579
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,456,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,667,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,342,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$113,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$114,135
Net investment gain/loss from pooled separate accounts2021-12-31$157,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$60,429
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HOSAKA, ROTHERHAM & COMPANY
Accountancy firm EIN2021-12-31451180982
2020 : JOB OPTIONS, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$361,318
Total of all expenses incurred2020-12-31$118,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$118,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$165,596
Value of total assets at end of year2020-12-31$1,456,808
Value of total assets at beginning of year2020-12-31$1,213,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$165,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$243,294
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,456,808
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,213,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,342,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,124,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$114,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$89,147
Net investment gain/loss from pooled separate accounts2020-12-31$195,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$118,024
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOSAKA, ROTHERHAM & COMPANY
Accountancy firm EIN2020-12-31451180982
2019 : JOB OPTIONS, INC. 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$334,623
Total of all expenses incurred2019-12-31$48,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$48,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$145,864
Value of total assets at end of year2019-12-31$1,213,514
Value of total assets at beginning of year2019-12-31$927,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$145,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$285,858
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,213,514
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$927,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,124,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$836,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$89,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$91,009
Net investment gain/loss from pooled separate accounts2019-12-31$188,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$48,765
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOSAKA, ROTHERHAM & COMPANY
Accountancy firm EIN2019-12-31451180982
2018 : JOB OPTIONS, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$94,401
Total of all expenses incurred2018-12-31$176,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$176,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$157,887
Value of total assets at end of year2018-12-31$927,656
Value of total assets at beginning of year2018-12-31$1,009,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$157,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-82,257
Value of net assets at end of year (total assets less liabilities)2018-12-31$927,656
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,009,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$836,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$938,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$91,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$70,931
Net investment gain/loss from pooled separate accounts2018-12-31$-63,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$176,658
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOSAKA, ROTHERHAM & COMPANY
Accountancy firm EIN2018-12-31451180982
2017 : JOB OPTIONS, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$283,848
Total of all expenses incurred2017-12-31$87,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$87,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$151,938
Value of total assets at end of year2017-12-31$1,009,913
Value of total assets at beginning of year2017-12-31$813,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$126,433
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$25,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$196,534
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,009,913
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$813,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$938,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$762,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$70,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$51,101
Net investment gain/loss from pooled separate accounts2017-12-31$131,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$87,314
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOSAKA, ROTHERHAM & COMPANY
Accountancy firm EIN2017-12-31451180982
2016 : JOB OPTIONS, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$276,402
Total of all expenses incurred2016-12-31$11,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$222,565
Value of total assets at end of year2016-12-31$813,379
Value of total assets at beginning of year2016-12-31$548,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$122,342
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$100,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$265,207
Value of net assets at end of year (total assets less liabilities)2016-12-31$813,379
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$548,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$762,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$544,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$51,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,014
Net investment gain/loss from pooled separate accounts2016-12-31$53,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,195
Contract administrator fees2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SQUAR MILNER, LLP
Accountancy firm EIN2016-12-31330835986
2015 : JOB OPTIONS, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$125,462
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$140,577
Value of total assets at end of year2015-12-31$548,172
Value of total assets at beginning of year2015-12-31$422,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$140,577
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$125,462
Value of net assets at end of year (total assets less liabilities)2015-12-31$548,172
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$422,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$544,158
Value of interest in pooled separate accounts at beginning of year2015-12-31$420,450
Interest earned on other investments2015-12-31$34
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,260
Net investment gain/loss from pooled separate accounts2015-12-31$-15,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HOSAKA, ROTHERHAM & COMPANY
Accountancy firm EIN2015-12-31451180982
2014 : JOB OPTIONS, INC. 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$138,801
Total of all expenses incurred2014-12-31$49,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$49,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$122,973
Value of total assets at end of year2014-12-31$422,710
Value of total assets at beginning of year2014-12-31$333,067
Total interest from all sources2014-12-31$22
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$122,973
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$89,643
Value of net assets at end of year (total assets less liabilities)2014-12-31$422,710
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$333,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$420,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$331,357
Interest earned on other investments2014-12-31$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$15,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$49,158
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOSAKA, ROTHERHAM & COMPANY
Accountancy firm EIN2014-12-31451180982
2013 : JOB OPTIONS, INC. 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$333,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$304,339
Value of total assets at end of year2013-12-31$333,067
Value of total assets at beginning of year2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$77,570
Participant contributions at end of year2013-12-31$616
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$226,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$333,067
Value of net assets at end of year (total assets less liabilities)2013-12-31$333,067
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$331,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$28,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No

Form 5500 Responses for JOB OPTIONS, INC. 403(B) PLAN

2022: JOB OPTIONS, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: JOB OPTIONS, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: JOB OPTIONS, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: JOB OPTIONS, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: JOB OPTIONS, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: JOB OPTIONS, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: JOB OPTIONS, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: JOB OPTIONS, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: JOB OPTIONS, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: JOB OPTIONS, INC. 403(B) PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01First time form 5500 has been submittedYes
2013-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76093
Policy instance 1
Insurance contract or identification numberG76093
Number of Individuals Covered69
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,112
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,112
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76093
Policy instance 1
Insurance contract or identification numberG76093
Number of Individuals Covered69
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,353
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,353
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76093
Policy instance 1
Insurance contract or identification numberG76093
Number of Individuals Covered72
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,839
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,428
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76093
Policy instance 1
Insurance contract or identification numberG76093
Number of Individuals Covered65
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,471
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,471
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76093
Policy instance 1
Insurance contract or identification numberG76093
Number of Individuals Covered52
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,421
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,421
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameSAGEPOINT FINANCIAL INC.
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76093
Policy instance 1
Insurance contract or identification numberG76093
Number of Individuals Covered29
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,513
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $2,513
Insurance broker organization code?3
Insurance broker nameSAGEPOINT FINANCIAL INC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76093
Policy instance 1
Insurance contract or identification numberG76093
Number of Individuals Covered26
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,908
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,908
Insurance broker organization code?3
Insurance broker nameSAGEPOINT FINANCIAL INC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76093
Policy instance 1
Insurance contract or identification numberG76093
Number of Individuals Covered23
Insurance policy start date2013-06-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,037
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,037
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameSAGEPOINT FINANCIAL INC

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