JONES BLECHMAN WOLTZ & KELLY PC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : JBWK EMPLOYEE 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-26 | 4415273 |
| Net assets as of the end of the plan year | 2025-09-26 | 170025 |
| Total assets as of the beginning of the plan year | 2025-09-26 | 3980090 |
| Value of plan covered by a fidelity bond | 2025-09-26 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-26 | 29524 |
| Other contributions to plan in this plan year | 2025-09-26 | 5817 |
| Other income to plan in this plan year | 2025-09-26 | 542390 |
| Plan net income in this plan year | 2025-09-26 | -3810065 |
| Net assets as of the end of the plan year | 2025-09-26 | 170025 |
| Net assets as of the beginning of the plan year | 2025-09-26 | 3980090 |
| Employer contributions to plan in this plan year | 2025-09-26 | 27477 |
| Fees paid to broker by Benefit Provider | 2025-09-26 | 7006 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-26 | 3438 |
| Total expenses incurred by plan in this plan year | 2025-08-07 | 4415273 |
| Net assets as of the end of the plan year | 2025-08-07 | 170025 |
| Total assets as of the beginning of the plan year | 2025-08-07 | 3980090 |
| Value of plan covered by a fidelity bond | 2025-08-07 | 500000 |
| Participant contributions to plan in this plan year | 2025-08-07 | 29524 |
| Other contributions to plan in this plan year | 2025-08-07 | 5817 |
| Other income to plan in this plan year | 2025-08-07 | 542390 |
| Plan net income in this plan year | 2025-08-07 | -3810065 |
| Net assets as of the end of the plan year | 2025-08-07 | 170025 |
| Net assets as of the beginning of the plan year | 2025-08-07 | 3980090 |
| Employer contributions to plan in this plan year | 2025-08-07 | 27477 |
| Fees paid to broker by Benefit Provider | 2025-08-07 | 7006 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-07 | 3438 |
| 2022 : JBWK EMPLOYEE 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-04 | 1688416 |
| Net assets as of the end of the plan year | 2022-10-04 | 5744361 |
| Total assets as of the beginning of the plan year | 2022-10-04 | 6564332 |
| Value of plan covered by a fidelity bond | 2022-10-04 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-04 | 76345 |
| Other income to plan in this plan year | 2022-10-04 | 741566 |
| Plan net income in this plan year | 2022-10-04 | -819971 |
| Net assets as of the end of the plan year | 2022-10-04 | 5744361 |
| Net assets as of the beginning of the plan year | 2022-10-04 | 6564332 |
| Employer contributions to plan in this plan year | 2022-10-04 | 50534 |
| Fees paid to broker by Benefit Provider | 2022-10-04 | 13524 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-04 | 750 |
| 2015 : JBWK EMPLOYEE 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $179,510 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $415,338 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $413,638 |
| Total plan assets at end of year | 2015-12-31 | $5,937,334 |
| Total plan assets at beginning of year | 2015-12-31 | $6,173,162 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $119,685 |
| Other income received | 2015-12-31 | $-9,510 |
| Net income (gross income less expenses) | 2015-12-31 | $-235,828 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,937,334 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,173,162 |
| Assets. Value of participant loans | 2015-12-31 | $30,696 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $69,335 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,700 |
| 2014 : JBWK EMPLOYEE 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $503,368 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $637,025 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $635,775 |
| Total plan assets at end of year | 2014-12-31 | $6,173,162 |
| Total plan assets at beginning of year | 2014-12-31 | $6,306,819 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $133,656 |
| Other income received | 2014-12-31 | $307,632 |
| Net income (gross income less expenses) | 2014-12-31 | $-133,657 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,173,162 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,306,819 |
| Assets. Value of participant loans | 2014-12-31 | $61,378 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $62,080 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,250 |
| 2013 : JBWK EMPLOYEE 401K PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $4,146 |
| Total income from all sources | 2013-12-31 | $1,131,908 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $144,669 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $143,519 |
| Total plan assets at end of year | 2013-12-31 | $6,306,819 |
| Total plan assets at beginning of year | 2013-12-31 | $5,315,434 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $110,985 |
| Other income received | 2013-12-31 | $961,293 |
| Net income (gross income less expenses) | 2013-12-31 | $987,239 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $6,306,819 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,315,434 |
| Assets. Value of participant loans | 2013-12-31 | $84,870 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $59,630 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,150 |
| 2012 : JBWK EMPLOYEE 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $655,043 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $780,553 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $778,895 |
| Total plan assets at end of year | 2012-12-31 | $5,315,434 |
| Total plan assets at beginning of year | 2012-12-31 | $5,440,944 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $140,325 |
| Other income received | 2012-12-31 | $428,354 |
| Net income (gross income less expenses) | 2012-12-31 | $-125,510 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,315,434 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,440,944 |
| Assets. Value of participant loans | 2012-12-31 | $78,001 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $86,364 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,658 |
| 2011 : JBWK EMPLOYEE 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $83,765 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $875,939 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $874,289 |
| Total plan assets at end of year | 2011-12-31 | $5,440,944 |
| Total plan assets at beginning of year | 2011-12-31 | $6,233,118 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $220,558 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-224,649 |
| Net income (gross income less expenses) | 2011-12-31 | $-792,174 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,440,944 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,233,118 |
| Assets. Value of participant loans | 2011-12-31 | $50,926 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $87,856 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,650 |
| 2010 : JBWK EMPLOYEE 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $976,851 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $626,123 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $624,223 |
| Total plan assets at end of year | 2010-12-31 | $6,233,118 |
| Total plan assets at beginning of year | 2010-12-31 | $5,882,390 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $261,717 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $87 |
| Other income received | 2010-12-31 | $617,910 |
| Net income (gross income less expenses) | 2010-12-31 | $350,728 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,233,118 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,882,390 |
| Assets. Value of participant loans | 2010-12-31 | $99,936 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $97,137 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,900 |
| 2015: JBWK EMPLOYEE 401K PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Mulitple employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JBWK EMPLOYEE 401K PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Mulitple employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JBWK EMPLOYEE 401K PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Mulitple employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JBWK EMPLOYEE 401K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Mulitple employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JBWK EMPLOYEE 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Mulitple employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JBWK EMPLOYEE 401K PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Mulitple employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JBWK EMPLOYEE 401K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Mulitple employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
