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| Plan Name | JARRETT-SAGE INC. RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JARRETT-SAGE INC. |
| Employer identification number (EIN): | 473826679 |
| NAIC Classification: | 561720 |
| NAIC Description: | Janitorial Services |
Additional information about JARRETT-SAGE INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2015-04-22 |
| Company Identification Number: | 4746608 |
| Legal Registered Office Address: |
55 DURAND DRIVE Monroe ROCHESTER United States of America (USA) 14622 |
More information about JARRETT-SAGE INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | SCOTT KOEPKE | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | SCOTT KOEPKE | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | SCOTT KOEPKE | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | SCOTT KOEPKE | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | SCOTT KOEPKE | |||
| 001 | 2016-01-01 | SCOTT KOEPKE | |||
| 001 | 2015-04-24 | SCOTT KOEPKE |
| Measure | Date | Value |
|---|---|---|
| 2023 : JARRETT-SAGE INC. RETIREMENT PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $9,648 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $99,555 |
| Total plan assets at beginning of year | 2023-12-31 | $89,907 |
| Value of fidelity bond covering the plan | 2023-12-31 | $10,000 |
| Other income received | 2023-12-31 | $9,148 |
| Net income (gross income less expenses) | 2023-12-31 | $9,648 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $99,555 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $89,907 |
| Assets. Value of employer securities | 2023-12-31 | $97,400 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $500 |
| 2022 : JARRETT-SAGE INC. RETIREMENT PLAN 2022 401k financial data | ||
| Total income from all sources | 2022-12-31 | $5,907 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $89,907 |
| Total plan assets at beginning of year | 2022-12-31 | $84,000 |
| Value of fidelity bond covering the plan | 2022-12-31 | $10,000 |
| Other income received | 2022-12-31 | $5,407 |
| Net income (gross income less expenses) | 2022-12-31 | $5,907 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $89,907 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $84,000 |
| Assets. Value of employer securities | 2022-12-31 | $88,400 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $500 |
| 2021 : JARRETT-SAGE INC. RETIREMENT PLAN 2021 401k financial data | ||
| Total income from all sources | 2021-12-31 | $7,500 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $84,000 |
| Total plan assets at beginning of year | 2021-12-31 | $76,500 |
| Value of fidelity bond covering the plan | 2021-12-31 | $10,000 |
| Other income received | 2021-12-31 | $7,000 |
| Net income (gross income less expenses) | 2021-12-31 | $7,500 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $84,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $76,500 |
| Assets. Value of employer securities | 2021-12-31 | $83,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $500 |
| 2020 : JARRETT-SAGE INC. RETIREMENT PLAN 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $13,500 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $76,500 |
| Total plan assets at beginning of year | 2020-12-31 | $63,000 |
| Value of fidelity bond covering the plan | 2020-12-31 | $10,000 |
| Other income received | 2020-12-31 | $13,000 |
| Net income (gross income less expenses) | 2020-12-31 | $13,500 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $76,500 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $63,000 |
| Assets. Value of employer securities | 2020-12-31 | $76,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $500 |
| 2019 : JARRETT-SAGE INC. RETIREMENT PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $-3,255 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $63,000 |
| Total plan assets at beginning of year | 2019-12-31 | $66,255 |
| Value of fidelity bond covering the plan | 2019-12-31 | $10,000 |
| Other income received | 2019-12-31 | $-3,255 |
| Net income (gross income less expenses) | 2019-12-31 | $-3,255 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $63,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $66,255 |
| Assets. Value of employer securities | 2019-12-31 | $63,000 |
| 2018 : JARRETT-SAGE INC. RETIREMENT PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $29,755 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $66,255 |
| Total plan assets at beginning of year | 2018-12-31 | $36,500 |
| Value of fidelity bond covering the plan | 2018-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $29,755 |
| Net income (gross income less expenses) | 2018-12-31 | $29,755 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $66,255 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $36,500 |
| Assets. Value of employer securities | 2018-12-31 | $66,255 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : JARRETT-SAGE INC. RETIREMENT PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $6,500 |
| 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 | $36,500 |
| Total plan assets at beginning of year | 2017-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $6,500 |
| Net income (gross income less expenses) | 2017-12-31 | $6,500 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $36,500 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $30,000 |
| Assets. Value of employer securities | 2017-12-31 | $36,500 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : JARRETT-SAGE INC. RETIREMENT PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $-45,000 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $30,000 |
| Total plan assets at beginning of year | 2016-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $-45,000 |
| Net income (gross income less expenses) | 2016-12-31 | $-45,000 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $30,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $75,000 |
| Assets. Value of employer securities | 2016-12-31 | $30,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : JARRETT-SAGE INC. RETIREMENT PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $75,000 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $80,000 |
| Other income received | 2015-12-31 | $-5,000 |
| Net income (gross income less expenses) | 2015-12-31 | $75,000 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $75,000 |
| Assets. Value of employer securities | 2015-12-31 | $75,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2023: JARRETT-SAGE INC. RETIREMENT PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: JARRETT-SAGE INC. RETIREMENT PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JARRETT-SAGE INC. RETIREMENT PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JARRETT-SAGE INC. RETIREMENT PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JARRETT-SAGE INC. RETIREMENT 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 – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JARRETT-SAGE INC. RETIREMENT PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JARRETT-SAGE INC. RETIREMENT PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JARRETT-SAGE INC. RETIREMENT PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JARRETT-SAGE INC. RETIREMENT PLAN 2015 form 5500 responses | ||
| 2015-04-24 | Type of plan entity | Single employer plan |
| 2015-04-24 | First time form 5500 has been submitted | Yes |
| 2015-04-24 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-04-24 | Plan funding arrangement – Trust | Yes |
| 2015-04-24 | Plan benefit arrangement - Trust | Yes |
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