BOBBIE JESSIE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOBBIE JESSIE, LLC DBA JES TECH EMPLOYEE BENEFIT(S) PLAN
401k plan membership statisitcs for BOBBIE JESSIE, LLC DBA JES TECH EMPLOYEE BENEFIT(S) PLAN
| Measure | Date | Value |
|---|
| 2022: BOBBIE JESSIE, LLC DBA JES TECH EMPLOYEE BENEFIT(S) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-04-01 | 143 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 153 |
| Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 0 |
| Total of all active and inactive participants | 2022-04-01 | 153 |
| Number of employers contributing to the scheme | 2022-04-01 | 0 |
| 2021: BOBBIE JESSIE, LLC DBA JES TECH EMPLOYEE BENEFIT(S) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 130 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 143 |
| Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 0 |
| Total of all active and inactive participants | 2021-04-01 | 143 |
| Number of employers contributing to the scheme | 2021-04-01 | 0 |
| 2020: BOBBIE JESSIE, LLC DBA JES TECH EMPLOYEE BENEFIT(S) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 104 |
| Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 0 |
| Total of all active and inactive participants | 2020-04-01 | 104 |
| Number of employers contributing to the scheme | 2020-04-01 | 0 |
| 2019: BOBBIE JESSIE, LLC DBA JES TECH EMPLOYEE BENEFIT(S) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 88 |
| Number of retired or separated participants receiving benefits | 2019-04-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 0 |
| Total of all active and inactive participants | 2019-04-01 | 89 |
| Number of employers contributing to the scheme | 2019-04-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : BOBBIE JESSIE, LLC DBA JES TECH EMPLOYEE BENEFIT(S) PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-03-31 | $1,248,118 |
| Total of all expenses incurred | 2023-03-31 | $1,248,118 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $1,223,674 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $1,248,118 |
| Value of total assets at end of year | 2023-03-31 | $0 |
| Value of total assets at beginning of year | 2023-03-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $24,444 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
| Administrative expenses professional fees incurred | 2023-03-31 | $24,444 |
| Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
| Value of fidelity bond cover | 2023-03-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
| Contributions received from participants | 2023-03-31 | $473,466 |
| Total non interest bearing cash at end of year | 2023-03-31 | $0 |
| Total non interest bearing cash at beginning of year | 2023-03-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Value of net income/loss | 2023-03-31 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-03-31 | $1,223,674 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
| Contributions received in cash from employer | 2023-03-31 | $774,652 |
| Did the plan have assets held for investment | 2023-03-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
| Accountancy firm name | 2023-03-31 | ARMANINO LLP |
| Accountancy firm EIN | 2023-03-31 | 946214841 |
| 2022 : BOBBIE JESSIE, LLC DBA JES TECH EMPLOYEE BENEFIT(S) PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-03-31 | $1,199,679 |
| Total of all expenses incurred | 2022-03-31 | $1,199,679 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $1,171,817 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $1,199,679 |
| Value of total assets at end of year | 2022-03-31 | $0 |
| Value of total assets at beginning of year | 2022-03-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $27,862 |
| Total plan liabilities at end of year | 2022-03-31 | $0 |
| Total plan liabilities at beginning of year | 2022-03-31 | $0 |
| Total income from all sources | 2022-03-31 | $1,199,679 |
| Expenses. Total of all expenses incurred | 2022-03-31 | $1,199,679 |
| Benefits paid (including direct rollovers) | 2022-03-31 | $1,171,817 |
| Total plan assets at end of year | 2022-03-31 | $0 |
| Total plan assets at beginning of year | 2022-03-31 | $0 |
| Value of fidelity bond covering the plan | 2022-03-31 | $10,000 |
| Total contributions received or receivable from participants | 2022-03-31 | $468,855 |
| Net income (gross income less expenses) | 2022-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2022-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-03-31 | $730,824 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-03-31 | $27,862 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
| Administrative expenses professional fees incurred | 2022-03-31 | $27,862 |
| Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
| Value of fidelity bond cover | 2022-03-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
| Contributions received from participants | 2022-03-31 | $468,855 |
| Total non interest bearing cash at end of year | 2022-03-31 | $0 |
| Total non interest bearing cash at beginning of year | 2022-03-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
| Value of net income/loss | 2022-03-31 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-03-31 | $1,171,817 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
| Contributions received in cash from employer | 2022-03-31 | $730,824 |
| Did the plan have assets held for investment | 2022-03-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
| Accountancy firm name | 2022-03-31 | ARMANINO LLP |
| Accountancy firm EIN | 2022-03-31 | 946214841 |
| 2021 : BOBBIE JESSIE, LLC DBA JES TECH EMPLOYEE BENEFIT(S) PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-03-31 | $0 |
| Total plan liabilities at beginning of year | 2021-03-31 | $0 |
| Total income from all sources | 2021-03-31 | $942,017 |
| Expenses. Total of all expenses incurred | 2021-03-31 | $1,010,459 |
| Benefits paid (including direct rollovers) | 2021-03-31 | $1,010,459 |
| Total plan assets at end of year | 2021-03-31 | $0 |
| Total plan assets at beginning of year | 2021-03-31 | $68,442 |
| Value of fidelity bond covering the plan | 2021-03-31 | $10,000 |
| Total contributions received or receivable from participants | 2021-03-31 | $361,914 |
| Net income (gross income less expenses) | 2021-03-31 | $-68,442 |
| Net plan assets at end of year (total assets less liabilities) | 2021-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-03-31 | $68,442 |
| Total contributions received or receivable from employer(s) | 2021-03-31 | $580,103 |
| 2020 : BOBBIE JESSIE, LLC DBA JES TECH EMPLOYEE BENEFIT(S) PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-03-31 | $68,442 |
| Total plan liabilities at beginning of year | 2020-03-31 | $0 |
| Total income from all sources | 2020-03-31 | $313,068 |
| Expenses. Total of all expenses incurred | 2020-03-31 | $313,068 |
| Benefits paid (including direct rollovers) | 2020-03-31 | $313,068 |
| Total plan assets at end of year | 2020-03-31 | $68,442 |
| Total plan assets at beginning of year | 2020-03-31 | $0 |
| Value of fidelity bond covering the plan | 2020-03-31 | $10,000 |
| Total contributions received or receivable from participants | 2020-03-31 | $27,873 |
| Net income (gross income less expenses) | 2020-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-03-31 | $285,195 |
| 2022: BOBBIE JESSIE, LLC DBA JES TECH EMPLOYEE BENEFIT(S) PLAN 2022 form 5500 responses |
|---|
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | Plan funding arrangement – Insurance | Yes |
| 2022-04-01 | Plan funding arrangement – Trust | Yes |
| 2022-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-04-01 | Plan benefit arrangement - Trust | Yes |
| 2022-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: BOBBIE JESSIE, LLC DBA JES TECH EMPLOYEE BENEFIT(S) PLAN 2021 form 5500 responses |
|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Submission has been amended | Yes |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan funding arrangement – Trust | Yes |
| 2021-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement - Trust | Yes |
| 2021-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: BOBBIE JESSIE, LLC DBA JES TECH EMPLOYEE BENEFIT(S) PLAN 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Plan funding arrangement – Insurance | Yes |
| 2020-04-01 | Plan funding arrangement – Trust | Yes |
| 2020-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-04-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BOBBIE JESSIE, LLC DBA JES TECH EMPLOYEE BENEFIT(S) PLAN 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | First time form 5500 has been submitted | Yes |
| 2019-04-01 | Submission has been amended | Yes |
| 2019-04-01 | Plan funding arrangement – Insurance | Yes |
| 2019-04-01 | Plan funding arrangement – Trust | Yes |
| 2019-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-04-01 | Plan benefit arrangement - Trust | Yes |
| 2019-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 152172 |
| Policy instance | 1 |
| Insurance contract or identification number | 152172 | | Number of Individuals Covered | 179 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $720 | | Total amount of fees paid to insurance company | USD $50,506 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $959,919 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $720 | | Amount paid for insurance broker fees | 50506 | | Additional information about fees paid to insurance broker | DIRECT COMPENSATION, INDIRECT COMPENSATION | | Insurance broker organization code? | 3 |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00621111 |
| Policy instance | 2 |
| Insurance contract or identification number | G00621111 | | Number of Individuals Covered | 153 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $12,802 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $77,869 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $12,802 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | DIRECT COMPENSATION, INDIRECT COMPENSATION | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-058770 |
| Policy instance | 3 |
| Insurance contract or identification number | 010-058770 | | Number of Individuals Covered | 272 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $12,836 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $85,571 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,557 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 ) |
| Policy contract number | AGC0000159746 |
| Policy instance | 4 |
| Insurance contract or identification number | AGC0000159746 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $10,275 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENT, CRITICAL ILLNESS, HOSPITAL | | Welfare Benefit Premiums Paid to Carrier | USD $36,362 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,590 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 ) |
| Policy contract number | 25349 |
| Policy instance | 5 |
| Insurance contract or identification number | 25349 | | Number of Individuals Covered | 95 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $10,275 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENT, CRITICAL ILLNESS, HOSPITAL | | Welfare Benefit Premiums Paid to Carrier | USD $28,413 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,590 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 152172 |
| Policy instance | 1 |
| Insurance contract or identification number | 152172 | | Number of Individuals Covered | 204 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $8,456 | | Total amount of fees paid to insurance company | USD $50,352 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,035,977 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,013 | | Amount paid for insurance broker fees | 24004 | | Additional information about fees paid to insurance broker | 2020 Q4 SIGNATURE SPECIALTY NEW BUSINESS INCENTIVE RISK, DIRECT COMPENSATION | | Insurance broker organization code? | 3 |
|
| CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 ) |
| Policy contract number | 25349 |
| Policy instance | 2 |
| Insurance contract or identification number | 25349 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $8,171 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENT, CRITICAL ILLNESS, HOSPITAL | | Welfare Benefit Premiums Paid to Carrier | USD $24,279 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,670 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00621111 |
| Policy instance | 3 |
| Insurance contract or identification number | G00621111 | | Number of Individuals Covered | 143 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $11,534 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $69,683 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,534 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 152172 |
| Policy instance | 1 |
| Insurance contract or identification number | 152172 | | Number of Individuals Covered | 326 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $8,371 | | Total amount of fees paid to insurance company | USD $40,067 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $902,580 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,691 | | Amount paid for insurance broker fees | 33296 | | Additional information about fees paid to insurance broker | DIRECT COMPENSATION | | Insurance broker organization code? | 3 |
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