401k Plan data: JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN plan

JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.

401k Sponsoring company profile

JIM'S GARAGE DOOR SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name: JIM'S GARAGE DOOR SERVICE, INC.

Employer identification number (EIN): 391745150

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LAWRENCE R. VAIL 2023-07-13
001 2021-01-01 LAWRENCE R. VAIL 2022-06-14
001 2021-01-01 LAWRENCE R. VAIL 2022-06-06
001 2020-01-01 LAWRENCE R. VAIL 2021-06-01
001 2019-01-01
001 2018-01-01 LAWRENCE R. VAIL
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 LAWRENCE VAIL 2013-07-24 LAWRENCE VAIL 2013-07-24
001 2011-01-01 LAWRENCE VAIL 2012-09-12 LAWRENCE VAIL 2012-09-12
001 2010-01-01 LAWRENCE VAIL 2011-07-27 LAWRENCE VAIL 2011-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	LAWRENCE R. VAIL	2023-07-13
001	2021-01-01	LAWRENCE R. VAIL	2022-06-14
001	2021-01-01	LAWRENCE R. VAIL	2022-06-06
001	2020-01-01	LAWRENCE R. VAIL	2021-06-01
001	2019-01-01
001	2018-01-01	LAWRENCE R. VAIL
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	LAWRENCE VAIL	2013-07-24	LAWRENCE VAIL	2013-07-24
001	2011-01-01	LAWRENCE VAIL	2012-09-12	LAWRENCE VAIL	2012-09-12
001	2010-01-01	LAWRENCE VAIL	2011-07-27	LAWRENCE VAIL	2011-07-27

Plan Statistics for JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 13
Number of participants with account balances 2019-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1

Measure	Date	Value
2019: JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	13
Number of participants with account balances	2019-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1

Financial Data on JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2019 : JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$193,289
Expenses. Total of all expenses incurred	2019-12-31	$9,024
Benefits paid (including direct rollovers)	2019-12-31	$7,088
Total plan assets at end of year	2019-12-31	$814,544
Total plan assets at beginning of year	2019-12-31	$630,279
Value of fidelity bond covering the plan	2019-12-31	$81,454
Total contributions received or receivable from participants	2019-12-31	$49,773
Other income received	2019-12-31	$138,016
Net income (gross income less expenses)	2019-12-31	$184,265
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$814,544
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$630,279
Assets. Value of participant loans	2019-12-31	$41,244
Total contributions received or receivable from employer(s)	2019-12-31	$5,500
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,936
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-13,390
Expenses. Total of all expenses incurred	2018-12-31	$7,226
Total plan assets at end of year	2018-12-31	$630,279
Total plan assets at beginning of year	2018-12-31	$650,895
Value of fidelity bond covering the plan	2018-12-31	$65,100
Total contributions received or receivable from participants	2018-12-31	$39,238
Other income received	2018-12-31	$-56,128
Net income (gross income less expenses)	2018-12-31	$-20,616
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$630,279
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$650,895
Assets. Value of participant loans	2018-12-31	$560
Total contributions received or receivable from employer(s)	2018-12-31	$3,500
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$7,226
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0

Form 5500 Responses for JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN

2019: JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING 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
2018: JIM'S GARAGE DOOR SERVICE, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

79078

Policy instance

Insurance contract or identification number	79078
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-04-01
Total amount of commissions paid to insurance broker	USD $634
Total amount of fees paid to insurance company	USD $158
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $634
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	7

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81C610

Policy instance

Insurance contract or identification number	81C610
Number of Individuals Covered	13
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,314
Total amount of fees paid to insurance company	USD $2,563
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	2563
Additional information about fees paid to insurance broker	TPA SERVICES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

79078

Policy instance

Insurance contract or identification number	79078
Number of Individuals Covered	9
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,677
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,677
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	7

Potentially related plans

JIM'S GARAGE LLC 401K PROFIT SHARING PLAN AND TRUST [EIN = 061339368]

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Company Name:	JIM'S GARAGE DOOR SERVICE, INC.
Employer identification number (EIN):	391745150
NAIC Classification:	238900