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J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameJ.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN
Plan identification number 001

J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

J. W. JONES LUMBER COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:J. W. JONES LUMBER COMPANY, INC.
Employer identification number (EIN):560747229
NAIC Classification:423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK DELOSREYES2023-10-12
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK DELOSREYES
0012016-01-01MARK DELOSREYES
0012015-01-01MARK DELOSREYES
0012014-01-01MARK DELOSREYES
0012013-01-01MARK DELOSREYES STEPHEN JONES2014-10-09
0012012-01-01DAVID HARRIS STEPHEN JONES2013-10-08
0012011-01-01DAVID HARRIS STEPHEN JONES2012-10-11
0012009-01-01DAVID HARRIS STEPHEN JONES2010-10-12

Plan Statistics for J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN

Measure Date Value
2022: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01175
Total number of active participants reported on line 7a of the Form 55002022-01-01136
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0131
Total of all active and inactive participants2022-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01174
Number of participants with account balances2022-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01168
Total number of active participants reported on line 7a of the Form 55002021-01-01133
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01168
Number of participants with account balances2021-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01144
Total number of active participants reported on line 7a of the Form 55002020-01-01143
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01160
Number of participants with account balances2020-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01158
Total number of active participants reported on line 7a of the Form 55002019-01-01146
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01165
Number of participants with account balances2019-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01168
Total number of active participants reported on line 7a of the Form 55002018-01-01136
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01158
Number of participants with account balances2018-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01170
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01168
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01181
Total number of active participants reported on line 7a of the Form 55002016-01-01140
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01170
Number of participants with account balances2016-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01183
Total number of active participants reported on line 7a of the Form 55002015-01-01146
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01174
Number of participants with account balances2015-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01178
Total number of active participants reported on line 7a of the Form 55002014-01-01142
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01172
Number of participants with account balances2014-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01182
Total number of active participants reported on line 7a of the Form 55002013-01-01139
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01166
Number of participants with account balances2013-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01173
Total number of active participants reported on line 7a of the Form 55002012-01-01136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01168
Number of participants with account balances2012-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01189
Total number of active participants reported on line 7a of the Form 55002011-01-01140
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0154
Total of all active and inactive participants2011-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01194
Number of participants with account balances2011-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01214
Total number of active participants reported on line 7a of the Form 55002009-01-01168
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01203
Number of participants with account balances2009-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-745,094
Total unrealized appreciation/depreciation of assets2022-12-31$-745,094
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$127,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$450,678
Total income from all sources (including contributions)2022-12-31$-834,438
Total loss/gain on sale of assets2022-12-31$-32,824
Total of all expenses incurred2022-12-31$141,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$141,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$150,000
Value of total assets at end of year2022-12-31$5,596,457
Value of total assets at beginning of year2022-12-31$6,895,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$13,428
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$93,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$41,723
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$159,988
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$143,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,319
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$763
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-975,808
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,469,179
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,444,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,029,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,101,783
Income. Interest from US Government securities2022-12-31$1,334
Income. Interest from corporate debt instruments2022-12-31$10,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$598,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$740,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$740,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,228
Asset value of US Government securities at end of year2022-12-31$187,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-313,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$150,000
Employer contributions (assets) at end of year2022-12-31$150,000
Employer contributions (assets) at beginning of year2022-12-31$304,303
Income. Dividends from common stock2022-12-31$52,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$141,370
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$389,749
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$102,893
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$3,076,136
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$3,501,211
Liabilities. Value of benefit claims payable at end of year2022-12-31$127,278
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$450,678
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$516,420
Aggregate carrying amount (costs) on sale of assets2022-12-31$549,244
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BUNCH & COMPANY
Accountancy firm EIN2022-12-31561852200
2021 : J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$766,885
Total unrealized appreciation/depreciation of assets2021-12-31$766,885
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$450,678
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$1,419,410
Total loss/gain on sale of assets2021-12-31$57,654
Total of all expenses incurred2021-12-31$739,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$737,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$304,264
Value of total assets at end of year2021-12-31$6,895,665
Value of total assets at beginning of year2021-12-31$5,765,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,860
Total interest from all sources2021-12-31$3,948
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$106,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$64,331
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$143,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$763
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,680
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$468,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$679,740
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,444,987
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,765,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,101,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,094,983
Income. Interest from corporate debt instruments2021-12-31$3,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$740,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$438,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$438,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$77
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$179,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31Yes
Contributions received in cash from employer2021-12-31$304,264
Employer contributions (assets) at end of year2021-12-31$304,303
Employer contributions (assets) at beginning of year2021-12-31$150,039
Income. Dividends from common stock2021-12-31$42,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$737,810
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$102,893
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$11,450
Contract administrator fees2021-12-31$1,860
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,501,211
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,598,760
Liabilities. Value of benefit claims payable at end of year2021-12-31$450,678
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$57,654
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BUNCH & COMPANY, LLP
Accountancy firm EIN2021-12-31561852200
2020 : J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$322,079
Total unrealized appreciation/depreciation of assets2020-12-31$322,079
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$812,947
Total loss/gain on sale of assets2020-12-31$37,986
Total of all expenses incurred2020-12-31$377,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$376,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$150,039
Value of total assets at end of year2020-12-31$5,765,247
Value of total assets at beginning of year2020-12-31$5,329,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$580
Total interest from all sources2020-12-31$3,855
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$84,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$55,181
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,199
Other income not declared elsewhere2020-12-31$2,020
Total non interest bearing cash at end of year2020-12-31$468,432
Total non interest bearing cash at beginning of year2020-12-31$195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$435,458
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,765,247
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,329,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,094,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,645,352
Income. Interest from corporate debt instruments2020-12-31$2,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$438,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$225,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$225,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$212,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$150,039
Employer contributions (assets) at end of year2020-12-31$150,039
Income. Dividends from common stock2020-12-31$29,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$376,909
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$11,450
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$140,603
Contract administrator fees2020-12-31$580
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,598,760
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,314,181
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$485,469
Aggregate carrying amount (costs) on sale of assets2020-12-31$447,483
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BUNCH & COMPANY, LLP
Accountancy firm EIN2020-12-31561852200
2019 : J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$518,166
Total unrealized appreciation/depreciation of assets2019-12-31$518,166
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 income from all sources (including contributions)2019-12-31$990,521
Total loss/gain on sale of assets2019-12-31$52,747
Total of all expenses incurred2019-12-31$392,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$391,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$5,329,789
Value of total assets at beginning of year2019-12-31$4,731,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$533
Total interest from all sources2019-12-31$19,857
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$106,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$79,370
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$8,146
Other income not declared elsewhere2019-12-31$1,657
Administrative expenses (other) incurred2019-12-31$533
Total non interest bearing cash at end of year2019-12-31$195
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$598,232
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,329,789
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,731,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,645,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,293,447
Income. Interest from corporate debt instruments2019-12-31$12,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$225,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$256,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$256,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$291,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from common stock2019-12-31$26,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$391,756
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$140,603
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$202,890
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,314,181
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,971,023
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$466,572
Aggregate carrying amount (costs) on sale of assets2019-12-31$413,825
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BUNCH & COMPANY, INC
Accountancy firm EIN2019-12-31561852200
2018 : J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-222,002
Total unrealized appreciation/depreciation of assets2018-12-31$-222,002
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-230,128
Total loss/gain on sale of assets2018-12-31$45,105
Total of all expenses incurred2018-12-31$408,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$407,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$4,731,557
Value of total assets at beginning of year2018-12-31$5,370,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,091
Total interest from all sources2018-12-31$14,783
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$114,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$86,606
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$8,146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,908
Other income not declared elsewhere2018-12-31$1,818
Administrative expenses (other) incurred2018-12-31$1,091
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$13,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-639,038
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,731,557
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,370,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,293,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,762,027
Income. Interest from corporate debt instruments2018-12-31$11,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$256,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$51,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$51,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-184,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at beginning of year2018-12-31$150,000
Income. Dividends from common stock2018-12-31$28,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$407,819
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$202,890
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$213,676
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,971,023
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,173,086
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$620,983
Aggregate carrying amount (costs) on sale of assets2018-12-31$575,878
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BUNCH & COMPANY, LLP
Accountancy firm EIN2018-12-31561852200
2017 : J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$341,339
Total unrealized appreciation/depreciation of assets2017-12-31$341,339
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$240
Total income from all sources (including contributions)2017-12-31$917,454
Total loss/gain on sale of assets2017-12-31$-11,945
Total of all expenses incurred2017-12-31$1,006,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,005,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$150,000
Value of total assets at end of year2017-12-31$5,370,595
Value of total assets at beginning of year2017-12-31$5,459,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$841
Total interest from all sources2017-12-31$12,779
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$127,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$101,143
Administrative expenses professional fees incurred2017-12-31$841
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,908
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$240
Other income not declared elsewhere2017-12-31$2,713
Total non interest bearing cash at end of year2017-12-31$13,295
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-88,673
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,370,595
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,459,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,762,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,284,702
Income. Interest from corporate debt instruments2017-12-31$11,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$51,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$55,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$55,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$295,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$150,000
Employer contributions (assets) at end of year2017-12-31$150,000
Income. Dividends from common stock2017-12-31$26,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,005,286
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$213,676
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$217,788
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,173,086
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,894,448
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$276,022
Aggregate carrying amount (costs) on sale of assets2017-12-31$287,967
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BUNCH & COMPANY, LLP
Accountancy firm EIN2017-12-31561852200
2016 : J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$184,946
Total unrealized appreciation/depreciation of assets2016-12-31$184,946
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$101
Total income from all sources (including contributions)2016-12-31$450,871
Total loss/gain on sale of assets2016-12-31$35,063
Total of all expenses incurred2016-12-31$1,058,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,057,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$5,459,508
Value of total assets at beginning of year2016-12-31$6,067,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,240
Total interest from all sources2016-12-31$10,843
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$119,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$92,340
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$7,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$101
Other income not declared elsewhere2016-12-31$3,780
Administrative expenses (other) incurred2016-12-31$1,240
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-608,045
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,459,268
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,067,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,284,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,849,543
Income. Interest from corporate debt instruments2016-12-31$10,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$55,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$78,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$78,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$97,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at beginning of year2016-12-31$150,000
Income. Dividends from common stock2016-12-31$26,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,057,676
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$217,788
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$143,489
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,894,448
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,837,652
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$519,943
Aggregate carrying amount (costs) on sale of assets2016-12-31$484,880
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BUNCH & COMPANY, LLP
Accountancy firm EIN2016-12-31561852200
2015 : J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-95,485
Total unrealized appreciation/depreciation of assets2015-12-31$-95,485
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$101
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-16,510
Total loss/gain on sale of assets2015-12-31$-33,923
Total of all expenses incurred2015-12-31$565,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$564,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$150,000
Value of total assets at end of year2015-12-31$6,067,414
Value of total assets at beginning of year2015-12-31$6,649,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,261
Total interest from all sources2015-12-31$9,391
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$189,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$153,038
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$7,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$7,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$101
Other income not declared elsewhere2015-12-31$3,118
Administrative expenses (other) incurred2015-12-31$1,261
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-582,148
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,067,313
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,649,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,849,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,617,454
Income. Interest from corporate debt instruments2015-12-31$8,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$78,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$902,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$902,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-239,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$150,000
Employer contributions (assets) at end of year2015-12-31$150,000
Employer contributions (assets) at beginning of year2015-12-31$105
Income. Dividends from common stock2015-12-31$36,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$564,377
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$143,489
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$148,364
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,837,652
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,973,173
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$619,519
Aggregate carrying amount (costs) on sale of assets2015-12-31$653,442
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BUNCH & COMPANY, LLP
Accountancy firm EIN2015-12-31561852200
2014 : J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$119,127
Total unrealized appreciation/depreciation of assets2014-12-31$119,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$115
Total income from all sources (including contributions)2014-12-31$506,907
Total loss/gain on sale of assets2014-12-31$-34,248
Total of all expenses incurred2014-12-31$349,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$348,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$300,105
Value of total assets at end of year2014-12-31$6,649,461
Value of total assets at beginning of year2014-12-31$6,491,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,187
Total interest from all sources2014-12-31$9,464
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$192,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$148,782
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$7,436
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$10,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$115
Administrative expenses (other) incurred2014-12-31$1,187
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$157,649
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,649,461
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,491,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,617,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,124,807
Income. Interest from corporate debt instruments2014-12-31$8,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$902,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$714,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$714,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-80,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$300,105
Employer contributions (assets) at end of year2014-12-31$105
Income. Dividends from common stock2014-12-31$44,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$348,071
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$148,364
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$148,833
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,973,173
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,493,016
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,217,535
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,251,783
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BUNCH & COMPANY, LLP
Accountancy firm EIN2014-12-31561852200
2013 : J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$644,186
Total unrealized appreciation/depreciation of assets2013-12-31$644,186
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,142,892
Total loss/gain on sale of assets2013-12-31$160,656
Total of all expenses incurred2013-12-31$284,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$283,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$205,000
Value of total assets at end of year2013-12-31$6,491,927
Value of total assets at beginning of year2013-12-31$5,633,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$982
Total interest from all sources2013-12-31$3,652
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$132,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$68,576
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$10,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$115
Administrative expenses (other) incurred2013-12-31$982
Total non interest bearing cash at end of year2013-12-31$168
Total non interest bearing cash at beginning of year2013-12-31$23
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$858,565
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,491,812
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,633,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,124,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,915,066
Income. Interest from corporate debt instruments2013-12-31$3,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$714,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$644,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$644,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-3,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$205,000
Income. Dividends from common stock2013-12-31$63,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$283,345
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$148,833
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,493,016
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$3,066,389
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,182,322
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,021,666
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BUNCH & COMPANY, LLP
Accountancy firm EIN2013-12-31561852200
2012 : J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$332,413
Total unrealized appreciation/depreciation of assets2012-12-31$332,413
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$608,130
Total loss/gain on sale of assets2012-12-31$82,949
Total of all expenses incurred2012-12-31$276,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$275,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$5,633,247
Value of total assets at beginning of year2012-12-31$5,301,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$814
Total interest from all sources2012-12-31$384
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$130,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$70,639
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,946
Other income not declared elsewhere2012-12-31$97
Administrative expenses (other) incurred2012-12-31$814
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$23
Total non interest bearing cash at beginning of year2012-12-31$59
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$331,925
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,633,247
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,301,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,915,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,639,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$644,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$686,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$686,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$384
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$62,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from common stock2012-12-31$59,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$275,391
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$3,066,389
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,966,332
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,658,061
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,575,112
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BUNCH & COMPANY, LLP
Accountancy firm EIN2012-12-31561852200
2011 : J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$29,380
Total unrealized appreciation/depreciation of assets2011-12-31$29,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$109,945
Total loss/gain on sale of assets2011-12-31$-798
Total of all expenses incurred2011-12-31$329,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$328,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$5,301,322
Value of total assets at beginning of year2011-12-31$5,520,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,245
Total interest from all sources2011-12-31$288
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$127,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$66,633
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,946
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,368
Administrative expenses (other) incurred2011-12-31$1,245
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$59
Total non interest bearing cash at beginning of year2011-12-31$1,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-219,435
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,301,322
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,520,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,639,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,262,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$686,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$205,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$205,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$288
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-46,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from common stock2011-12-31$60,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$328,135
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,966,332
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,041,599
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$3,116,954
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,117,752
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BUNCH & COMPANY, LLP
Accountancy firm EIN2011-12-31561852200
2010 : J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$183,868
Total unrealized appreciation/depreciation of assets2010-12-31$183,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$518,776
Total loss/gain on sale of assets2010-12-31$31,680
Total of all expenses incurred2010-12-31$207,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$207,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$5,520,757
Value of total assets at beginning of year2010-12-31$5,209,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$217
Total interest from all sources2010-12-31$43
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$135,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$77,853
Administrative expenses professional fees incurred2010-12-31$217
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$9,066
Other income not declared elsewhere2010-12-31$665
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$1,468
Total non interest bearing cash at beginning of year2010-12-31$143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$311,554
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,520,757
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,209,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,262,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,607,537
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$205,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$256,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$256,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$43
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$166,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$58,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$207,005
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,041,599
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,336,205
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,274,667
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,242,987
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BUNCH & COMPANY, LLP
Accountancy firm EIN2010-12-31561852200
2009 : J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN

2022: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: J.W. JONES LUMBER COMPANY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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