JOHNSON ENGINEERING ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JONHSON ENGINEERING ASSOCIATES, P.A.
| Measure | Date | Value |
|---|
| 2015 : JONHSON ENGINEERING ASSOCIATES, P.A. 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-10-31 | $0 |
| Total plan liabilities at beginning of year | 2015-10-31 | $0 |
| Total income from all sources | 2015-10-31 | $15,747 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $515,886 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $515,886 |
| Total plan assets at end of year | 2015-10-31 | $0 |
| Total plan assets at beginning of year | 2015-10-31 | $500,139 |
| Value of fidelity bond covering the plan | 2015-10-31 | $600,000 |
| Other income received | 2015-10-31 | $15,747 |
| Net income (gross income less expenses) | 2015-10-31 | $-500,139 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $500,139 |
| 2014 : JONHSON ENGINEERING ASSOCIATES, P.A. 2014 401k financial data |
|---|
| Total income from all sources | 2014-10-31 | $199,276 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $1,645,450 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $1,645,450 |
| Total plan assets at end of year | 2014-10-31 | $500,139 |
| Total plan assets at beginning of year | 2014-10-31 | $1,946,313 |
| Value of fidelity bond covering the plan | 2014-10-31 | $1,000,000 |
| Other income received | 2014-10-31 | $199,276 |
| Net income (gross income less expenses) | 2014-10-31 | $-1,446,174 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $500,139 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $1,946,313 |
| 2013 : JONHSON ENGINEERING ASSOCIATES, P.A. 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-10-31 | $153,032 |
| Total unrealized appreciation/depreciation of assets | 2013-10-31 | $153,032 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
| Total income from all sources (including contributions) | 2013-10-31 | $241,326 |
| Total loss/gain on sale of assets | 2013-10-31 | $28,342 |
| Total of all expenses incurred | 2013-10-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-10-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-10-31 | $27,760 |
| Value of total assets at end of year | 2013-10-31 | $1,946,313 |
| Value of total assets at beginning of year | 2013-10-31 | $1,704,967 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-10-31 | $0 |
| Total interest from all sources | 2013-10-31 | $4,845 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-10-31 | $27,347 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-10-31 | No |
| Was this plan covered by a fidelity bond | 2013-10-31 | Yes |
| Value of fidelity bond cover | 2013-10-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-10-31 | 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 | 2013-10-31 | No |
| Value of net income/loss | 2013-10-31 | $241,326 |
| Value of net assets at end of year (total assets less liabilities) | 2013-10-31 | $1,946,313 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,704,967 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-10-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-10-31 | $27,047 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-10-31 | $31,681 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-10-31 | $31,681 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-10-31 | $4,845 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-10-31 | No |
| Contributions received in cash from employer | 2013-10-31 | $27,760 |
| Income. Dividends from common stock | 2013-10-31 | $27,347 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-10-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-10-31 | $1,919,266 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-10-31 | $1,673,286 |
| Did the plan have assets held for investment | 2013-10-31 | 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 | 2013-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-10-31 | No |
| Aggregate proceeds on sale of assets | 2013-10-31 | $28,342 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-10-31 | Unqualified |
| Accountancy firm name | 2013-10-31 | GEORGE J GRILLO, P.C. |
| Accountancy firm EIN | 2013-10-31 | 521829001 |
| 2011 : JONHSON ENGINEERING ASSOCIATES, P.A. 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-10-31 | $22,817 |
| Total unrealized appreciation/depreciation of assets | 2011-10-31 | $22,817 |
| Total income from all sources (including contributions) | 2011-10-31 | $85,045 |
| Total loss/gain on sale of assets | 2011-10-31 | $-9,480 |
| Total of all expenses incurred | 2011-10-31 | $11,499 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-10-31 | $11,499 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-10-31 | $48,885 |
| Value of total assets at end of year | 2011-10-31 | $1,518,773 |
| Value of total assets at beginning of year | 2011-10-31 | $1,455,227 |
| Total interest from all sources | 2011-10-31 | $47 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-10-31 | $22,776 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-10-31 | No |
| Was this plan covered by a fidelity bond | 2011-10-31 | Yes |
| Value of fidelity bond cover | 2011-10-31 | $1,550,000 |
| If this is an individual account plan, was there a blackout period | 2011-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-10-31 | No |
| Contributions received from participants | 2011-10-31 | $10,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-10-31 | No |
| Value of net income/loss | 2011-10-31 | $73,546 |
| Value of net assets at end of year (total assets less liabilities) | 2011-10-31 | $1,518,773 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-10-31 | $1,455,227 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-10-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-10-31 | $2,500 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-10-31 | $277,534 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-10-31 | $277,534 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-10-31 | $47 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-10-31 | No |
| Contributions received in cash from employer | 2011-10-31 | $38,885 |
| Income. Dividends from common stock | 2011-10-31 | $22,776 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-10-31 | $11,499 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-10-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-10-31 | $1,516,273 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-10-31 | $1,177,693 |
| Did the plan have assets held for investment | 2011-10-31 | 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 | 2011-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-10-31 | No |
| Aggregate proceeds on sale of assets | 2011-10-31 | $-9,480 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-10-31 | Unqualified |
| Accountancy firm name | 2011-10-31 | GEORGE J. GRILLO, P.C. |
| Accountancy firm EIN | 2011-10-31 | 521829001 |
| 2014: JONHSON ENGINEERING ASSOCIATES, P.A. 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Submission has been amended | No |
| 2014-11-01 | This submission is the final filing | Yes |
| 2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-11-01 | Plan is a collectively bargained plan | No |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JONHSON ENGINEERING ASSOCIATES, P.A. 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Submission has been amended | No |
| 2013-11-01 | This submission is the final filing | No |
| 2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-11-01 | Plan is a collectively bargained plan | No |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JONHSON ENGINEERING ASSOCIATES, P.A. 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Submission has been amended | No |
| 2012-11-01 | This submission is the final filing | No |
| 2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-11-01 | Plan is a collectively bargained plan | No |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JONHSON ENGINEERING ASSOCIATES, P.A. 2010 form 5500 responses |
|---|
| 2010-11-01 | Type of plan entity | Single employer plan |
| 2010-11-01 | Submission has been amended | No |
| 2010-11-01 | This submission is the final filing | No |
| 2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-11-01 | Plan is a collectively bargained plan | No |
| 2010-11-01 | Plan funding arrangement – Trust | Yes |
| 2010-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JONHSON ENGINEERING ASSOCIATES, P.A. 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
