J.R. CUSTOM METAL PRODUCTS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J R CUSTOM METAL PRODUCTS INC 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for J R CUSTOM METAL PRODUCTS INC 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : J R CUSTOM METAL PRODUCTS INC 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
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 | $-550,466 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $253,367 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $219,054 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $473,310 |
Value of total assets at end of year | 2022-12-31 | $4,771,527 |
Value of total assets at beginning of year | 2022-12-31 | $5,575,360 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $34,313 |
Total interest from all sources | 2022-12-31 | $2,373 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $83,251 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $83,251 |
Administrative expenses professional fees incurred | 2022-12-31 | $14,974 |
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 |
Contributions received from participants | 2022-12-31 | $251,538 |
Participant contributions at end of year | 2022-12-31 | $66,663 |
Participant contributions at beginning of year | 2022-12-31 | $69,107 |
Participant contributions at end of year | 2022-12-31 | $10,760 |
Participant contributions at beginning of year | 2022-12-31 | $8,549 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $70,609 |
Other income not declared elsewhere | 2022-12-31 | $194 |
Total non interest bearing cash at end of year | 2022-12-31 | $733 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $465 |
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 | $-803,833 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,771,527 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,575,360 |
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 |
Investment advisory and management fees | 2022-12-31 | $19,339 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,436,402 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,347,987 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $2,373 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $251,130 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $144,375 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,109,594 |
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 |
Contributions received in cash from employer | 2022-12-31 | $151,163 |
Employer contributions (assets) at end of year | 2022-12-31 | $5,839 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $4,877 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $219,054 |
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 | BT&CO., P.A. |
Accountancy firm EIN | 2022-12-31 | 481066439 |
2021 : J R CUSTOM METAL PRODUCTS INC 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
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 | $1,149,266 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $569,412 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $532,779 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $372,947 |
Value of total assets at end of year | 2021-12-31 | $5,575,360 |
Value of total assets at beginning of year | 2021-12-31 | $4,995,506 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $36,633 |
Total interest from all sources | 2021-12-31 | $2,652 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $73,204 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $73,204 |
Administrative expenses professional fees incurred | 2021-12-31 | $15,726 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $227,104 |
Participant contributions at end of year | 2021-12-31 | $69,107 |
Participant contributions at beginning of year | 2021-12-31 | $67,621 |
Participant contributions at end of year | 2021-12-31 | $8,549 |
Participant contributions at beginning of year | 2021-12-31 | $8,674 |
Total non interest bearing cash at end of year | 2021-12-31 | $465 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $339 |
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 | $579,854 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,575,360 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,995,506 |
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 |
Investment advisory and management fees | 2021-12-31 | $20,907 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,347,987 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,769,704 |
Interest on participant loans | 2021-12-31 | $2,652 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $144,375 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $143,544 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $700,463 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $145,843 |
Employer contributions (assets) at end of year | 2021-12-31 | $4,877 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $5,624 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $532,779 |
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 | FORVIS, LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : J R CUSTOM METAL PRODUCTS INC 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
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 | $1,097,320 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $70,988 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $42,253 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $394,203 |
Value of total assets at end of year | 2020-12-31 | $4,995,506 |
Value of total assets at beginning of year | 2020-12-31 | $3,969,174 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $28,735 |
Total interest from all sources | 2020-12-31 | $4,122 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $65,370 |
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 | $65,370 |
Administrative expenses professional fees incurred | 2020-12-31 | $13,187 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $240,893 |
Participant contributions at end of year | 2020-12-31 | $67,621 |
Participant contributions at beginning of year | 2020-12-31 | $81,788 |
Participant contributions at end of year | 2020-12-31 | $8,674 |
Other income not declared elsewhere | 2020-12-31 | $43 |
Administrative expenses (other) incurred | 2020-12-31 | $177 |
Total non interest bearing cash at end of year | 2020-12-31 | $339 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $83 |
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 | $1,026,332 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,995,506 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,969,174 |
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 |
Investment advisory and management fees | 2020-12-31 | $15,371 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,769,704 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,782,574 |
Interest on participant loans | 2020-12-31 | $4,122 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $143,544 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $104,729 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $633,582 |
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 |
Contributions received in cash from employer | 2020-12-31 | $153,310 |
Employer contributions (assets) at end of year | 2020-12-31 | $5,624 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $42,253 |
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 | BKD, LLP |
Accountancy firm EIN | 2020-12-31 | 440160260 |