JOHNSON LAFFEN GALLOWAY ARCHITECTS LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN
Measure | Date | Value |
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2022: JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 178 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 160 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 36 |
Total of all active and inactive participants | 2022-01-01 | 196 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 196 |
Number of participants with account balances | 2022-01-01 | 192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 137 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 33 |
Total of all active and inactive participants | 2021-01-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 170 |
Number of participants with account balances | 2021-01-01 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 7 |
2020: JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 132 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 14 |
Total of all active and inactive participants | 2020-01-01 | 146 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 146 |
Number of participants with account balances | 2020-01-01 | 146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 124 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 19 |
Total of all active and inactive participants | 2019-01-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 145 |
Number of participants with account balances | 2019-01-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 6 |
2018: JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 13 |
Total of all active and inactive participants | 2018-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 118 |
Number of participants with account balances | 2018-01-01 | 115 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 91 |
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 | 10 |
Total of all active and inactive participants | 2017-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 101 |
Number of participants with account balances | 2017-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
2016: JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 98 |
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 | 3 |
Total of all active and inactive participants | 2016-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 101 |
Number of participants with account balances | 2016-01-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 8 |
2015: JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 96 |
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 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 96 |
Number of participants with account balances | 2015-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 5 |
2014: JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 91 |
Total of all active and inactive participants | 2014-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 91 |
Number of participants with account balances | 2014-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
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2022 : JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,853,766 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,853,766 |
Total transfer of assets from this plan | 2022-12-31 | $646,079 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-852,918 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $353,921 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $353,921 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,000,000 |
Value of total assets at end of year | 2022-12-31 | $17,126,607 |
Value of total assets at beginning of year | 2022-12-31 | $18,979,525 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,206,839 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $17,126,607 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,979,525 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $847 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $48 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $48 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $848 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $17,125,760 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $18,979,477 |
Contributions received in cash from employer | 2022-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $353,921 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BRADY, MARTZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2022-12-31 | 450310328 |
2021 : JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $4,559,931 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $4,559,931 |
Total transfer of assets from this plan | 2021-12-31 | $847,071 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $5,559,931 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $152,929 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $152,929 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,000,000 |
Value of total assets at end of year | 2021-12-31 | $18,979,525 |
Value of total assets at beginning of year | 2021-12-31 | $14,419,594 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $5,407,002 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $18,979,525 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,419,594 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $48 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $48 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $48 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $18,979,477 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $14,419,546 |
Contributions received in cash from employer | 2021-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $152,929 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BRADY, MARTZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2021-12-31 | 450310328 |
2020 : JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $325,126 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $325,126 |
Total transfer of assets from this plan | 2020-12-31 | $812,754 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $857,488 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $62,463 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $62,463 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $530,500 |
Value of total assets at end of year | 2020-12-31 | $14,419,594 |
Value of total assets at beginning of year | 2020-12-31 | $14,437,323 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,862 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,862 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $239 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $795,025 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,419,594 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,437,323 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $397,025 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $48 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $14,419,546 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $14,040,059 |
Contributions received in cash from employer | 2020-12-31 | $530,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $62,463 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BRADY, MARTZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2020-12-31 | 450310328 |
2019 : JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $6,860,484 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $6,860,484 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $6,860,484 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $6,860,484 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $7,370,034 |
Total income from all sources (including contributions) | 2019-12-31 | $7,370,034 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $7,761 |
Total of all expenses incurred | 2019-12-31 | $7,761 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,761 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,761 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $476,838 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $476,838 |
Value of total assets at end of year | 2019-12-31 | $14,437,323 |
Value of total assets at end of year | 2019-12-31 | $14,437,323 |
Value of total assets at beginning of year | 2019-12-31 | $7,075,050 |
Value of total assets at beginning of year | 2019-12-31 | $7,075,050 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $17 |
Total interest from all sources | 2019-12-31 | $17 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $6,604 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $6,604 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $6,604 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $6,604 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $250,000 |
Value of fidelity bond cover | 2019-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Participant contributions at beginning of year | 2019-12-31 | $258,217 |
Participant contributions at beginning of year | 2019-12-31 | $258,217 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $239 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $325 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $325 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | Yes |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | Yes |
Value of net income/loss | 2019-12-31 | $7,362,273 |
Value of net income/loss | 2019-12-31 | $7,362,273 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,437,323 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,437,323 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,075,050 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,075,050 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $397,025 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $397,025 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $234,520 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $17 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $17 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $26,091 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $26,091 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $14,040,059 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $14,040,059 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $6,581,988 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $6,581,988 |
Contributions received in cash from employer | 2019-12-31 | $476,838 |
Contributions received in cash from employer | 2019-12-31 | $476,838 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,761 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,761 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | BRADY, MARTZ & ASSOCIATES, P.C. |
Accountancy firm name | 2019-12-31 | BRADY, MARTZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2019-12-31 | 450310328 |
Accountancy firm EIN | 2019-12-31 | 450310328 |
2018 : JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $4,145,714 |
Expenses. Total of all expenses incurred | 2018-12-31 | $4,929 |
Benefits paid (including direct rollovers) | 2018-12-31 | $4,899 |
Total plan assets at end of year | 2018-12-31 | $7,075,050 |
Total plan assets at beginning of year | 2018-12-31 | $2,934,265 |
Value of fidelity bond covering the plan | 2018-12-31 | $750,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $30 |
Other income received | 2018-12-31 | $3,717,881 |
Net income (gross income less expenses) | 2018-12-31 | $4,140,785 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $7,075,050 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,934,265 |
Assets. Value of employer securities | 2018-12-31 | $6,581,988 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $427,833 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $384,433 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $2,934,265 |
Total plan assets at beginning of year | 2017-12-31 | $2,549,832 |
Value of fidelity bond covering the plan | 2017-12-31 | $750,000 |
Other income received | 2017-12-31 | $35,677 |
Net income (gross income less expenses) | 2017-12-31 | $384,433 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,934,265 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,549,832 |
Assets. Value of employer securities | 2017-12-31 | $2,860,398 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $348,756 |
2016 : JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $-950,014 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $2,549,832 |
Total plan assets at beginning of year | 2016-12-31 | $3,499,846 |
Value of fidelity bond covering the plan | 2016-12-31 | $750,000 |
Other income received | 2016-12-31 | $-1,301,561 |
Net income (gross income less expenses) | 2016-12-31 | $-950,014 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,549,832 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,499,846 |
Assets. Value of employer securities | 2016-12-31 | $2,198,285 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $351,547 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $2,849,846 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $3,499,846 |
Total plan assets at beginning of year | 2015-12-31 | $650,000 |
Value of fidelity bond covering the plan | 2015-12-31 | $505,000 |
Other income received | 2015-12-31 | $2,516,250 |
Net income (gross income less expenses) | 2015-12-31 | $2,849,846 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,499,846 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $650,000 |
Assets. Value of employer securities | 2015-12-31 | $3,499,846 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $333,596 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : JLG ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $650,000 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $650,000 |
Total plan assets at beginning of year | 2014-12-31 | $0 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $650,000 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $650,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Assets. Value of employer securities | 2014-12-31 | $650,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $650,000 |