401k Plan data: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN plan

JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN
Plan identification number	001

JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

JANNSEN WEALTH MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: JANNSEN WEALTH MANAGEMENT, INC.

Employer identification number (EIN): 391916283

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 TERRILL JANNSEN
001 2017-01-01 TERRILL JANNSEN
001 2016-01-01 TERRILL JANNSEN
001 2015-01-01 TERRILL JANNSEN
001 2014-01-01 TERRILL JANNSEN

Plan id#	Filing Submission Date	Name of Administrator
001	2018-01-01	TERRILL JANNSEN
001	2017-01-01	TERRILL JANNSEN
001	2016-01-01	TERRILL JANNSEN
001	2015-01-01	TERRILL JANNSEN
001	2014-01-01	TERRILL JANNSEN

Plan Statistics for JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2018: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
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 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1

Measure	Date	Value
2018: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
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	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1

Financial Data on JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2018 : JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-01-29	$-1,010,236
Total income from all sources	2018-01-29	$59,156
Expenses. Total of all expenses incurred	2018-01-29	$4,825
Benefits paid (including direct rollovers)	2018-01-29	$4,740
Total plan assets at end of year	2018-01-29	$0
Total plan assets at beginning of year	2018-01-29	$955,905
Value of fidelity bond covering the plan	2018-01-29	$70,000
Other income received	2018-01-29	$58,771
Net income (gross income less expenses)	2018-01-29	$54,331
Net plan assets at end of year (total assets less liabilities)	2018-01-29	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-01-29	$955,905
Total contributions received or receivable from employer(s)	2018-01-29	$385
Expenses. Administrative service providers (salaries,fees and commissions)	2018-01-29	$85
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-01-29	$0
2017 : JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$209,651
Expenses. Total of all expenses incurred	2017-12-31	$4,125
Benefits paid (including direct rollovers)	2017-12-31	$4,028
Total plan assets at end of year	2017-12-31	$956,290
Total plan assets at beginning of year	2017-12-31	$750,764
Value of fidelity bond covering the plan	2017-12-31	$70,000
Total contributions received or receivable from participants	2017-12-31	$34,205
Contributions received from other sources (not participants or employers)	2017-12-31	$3,684
Other income received	2017-12-31	$161,688
Net income (gross income less expenses)	2017-12-31	$205,526
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$956,290
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$750,764
Assets. Value of participant loans	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$10,074
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$97
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$92,016
Expenses. Total of all expenses incurred	2016-12-31	$89
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$750,764
Total plan assets at beginning of year	2016-12-31	$658,837
Value of fidelity bond covering the plan	2016-12-31	$70,000
Total contributions received or receivable from participants	2016-12-31	$33,214
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Other income received	2016-12-31	$49,943
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$91,927
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$750,764
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$658,837
Assets. Value of participant loans	2016-12-31	$26,666
Total contributions received or receivable from employer(s)	2016-12-31	$8,859
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$89
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$45,380
Expenses. Total of all expenses incurred	2015-12-31	$32
Total plan assets at end of year	2015-12-31	$658,837
Total plan assets at beginning of year	2015-12-31	$613,489
Value of fidelity bond covering the plan	2015-12-31	$70,000
Total contributions received or receivable from participants	2015-12-31	$41,684
Other income received	2015-12-31	$-8,639
Net income (gross income less expenses)	2015-12-31	$45,348
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$658,837
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$613,489
Assets. Value of participant loans	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$12,335
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$32
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$542,875
Total income from all sources	2014-12-31	$71,387
Expenses. Total of all expenses incurred	2014-12-31	$773
Benefits paid (including direct rollovers)	2014-12-31	$669
Total plan assets at end of year	2014-12-31	$613,489
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$60,500
Total contributions received or receivable from participants	2014-12-31	$28,868
Other income received	2014-12-31	$15,791
Net income (gross income less expenses)	2014-12-31	$70,614
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$613,489
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of participant loans	2014-12-31	$26,079
Total contributions received or receivable from employer(s)	2014-12-31	$26,728
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$104
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN

2018: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT 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	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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
2017: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JANNSEN WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	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

114010

Policy instance

Insurance contract or identification number	114010
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-01-29
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $100
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
Amount paid for insurance broker fees	100
Additional information about fees paid to insurance broker	TPA SERVICES
Insurance broker organization code?	5
Insurance broker name	PPG RETIREMENT PLAN SERVICES

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

Policy contract number

114010

Policy instance

Insurance contract or identification number	114010
Number of Individuals Covered	4
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $483
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
Amount paid for insurance broker fees	483
Additional information about fees paid to insurance broker	TPA SERVICES
Insurance broker organization code?	5
Insurance broker name	PPG RETIREMENT PLAN SERVICES

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Company Name:	JANNSEN WEALTH MANAGEMENT, INC.
Employer identification number (EIN):	391916283
NAIC Classification:	523900