JULIE INCORPORATED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JULIE INCORPORATED VOLUNTARY EMPLOYEE BENEFIT PLAN
401k plan membership statisitcs for JULIE INCORPORATED VOLUNTARY EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2020 : JULIE INCORPORATED VOLUNTARY EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $369,303 |
| Total income from all sources | 2020-12-31 | $180,896 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $124,876 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $51,111 |
| Total plan assets at beginning of year | 2020-12-31 | $-425,323 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $53,833 |
| Net income (gross income less expenses) | 2020-12-31 | $56,020 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $-369,303 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $-425,323 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $180,896 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $19,932 |
| 2019 : JULIE INCORPORATED VOLUNTARY EMPLOYEE BENEFIT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $533,323 |
| Total plan liabilities at beginning of year | 2019-12-31 | $417,217 |
| Total income from all sources | 2019-12-31 | $1,645,828 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,761,934 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,561,995 |
| Total plan assets at end of year | 2019-12-31 | $108,000 |
| Total plan assets at beginning of year | 2019-12-31 | $108,000 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $100,572 |
| Other income received | 2019-12-31 | $243,304 |
| Net income (gross income less expenses) | 2019-12-31 | $-116,106 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $-425,323 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-309,217 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,402,524 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $99,367 |
| 2018 : JULIE INCORPORATED VOLUNTARY EMPLOYEE BENEFIT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $417,217 |
| Total plan liabilities at beginning of year | 2018-12-31 | $479,599 |
| Total income from all sources | 2018-12-31 | $1,406,123 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,343,741 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,298,028 |
| Total plan assets at end of year | 2018-12-31 | $108,000 |
| Total plan assets at beginning of year | 2018-12-31 | $108,000 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $235,763 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $10,411 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $9,079 |
| Net income (gross income less expenses) | 2018-12-31 | $62,382 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $-309,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-371,599 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $1,161,281 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $35,302 |
| 2020: JULIE INCORPORATED VOLUNTARY EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JULIE INCORPORATED VOLUNTARY EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
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