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JEFFERSON COUNTY MUTUAL PENSION TRUST 401k Plan overview

Plan NameJEFFERSON COUNTY MUTUAL PENSION TRUST
Plan identification number 001

JEFFERSON COUNTY MUTUAL PENSION TRUST Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JEFFERSON COUNTY MUTUAL INSURANCE ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:JEFFERSON COUNTY MUTUAL INSURANCE ASSOCIATION
Employer identification number (EIN):420271506
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFERSON COUNTY MUTUAL PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MELVIN D. WILFAWN2013-01-31 MELVIN D. WILFAWN2013-01-31
0012011-01-01MELVIN D. WILFAWN2012-03-21 MELVIN D. WILFAWN2012-03-21
0012010-01-01MELVIN D. WILFAWN2011-03-02 MELVIN D. WILFAWN2011-03-02
0012009-01-01MELVIN D. WILFAWN MELVIN D. WILFAWN2010-07-27

Financial Data on JEFFERSON COUNTY MUTUAL PENSION TRUST

Measure Date Value
2025 : JEFFERSON COUNTY MUTUAL PENSION TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-210
Net assets as of the end of the plan year2025-03-21230039
Total assets as of the beginning of the plan year2025-03-21178136
Value of plan covered by a fidelity bond2025-03-21250000
Participant contributions to plan in this plan year2025-03-2115630
Other expenses paid from plan in this plan year2025-03-210
Other income to plan in this plan year2025-03-2126089
Plan net income in this plan year2025-03-2151903
Net assets as of the end of the plan year2025-03-21230039
Net assets as of the beginning of the plan year2025-03-21178136
Employer contributions to plan in this plan year2025-03-2110184
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-210
2024 : JEFFERSON COUNTY MUTUAL PENSION TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-050
Net assets as of the end of the plan year2024-04-05178136
Total assets as of the beginning of the plan year2024-04-05129850
Value of plan covered by a fidelity bond2024-04-05250000
Participant contributions to plan in this plan year2024-04-0514942
Other expenses paid from plan in this plan year2024-04-050
Other income to plan in this plan year2024-04-0524458
Plan net income in this plan year2024-04-0548286
Net assets as of the end of the plan year2024-04-05178136
Net assets as of the beginning of the plan year2024-04-05129850
Employer contributions to plan in this plan year2024-04-058886
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-050

Form 5500 Responses for JEFFERSON COUNTY MUTUAL PENSION TRUST

2009: JEFFERSON COUNTY MUTUAL PENSION TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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