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JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JERRYS ARTARAMA NC, INC. has sponsored the creation of one or more 401k plans.

Company Name:JERRYS ARTARAMA NC, INC.
Employer identification number (EIN):562098755
NAIC Classification:423200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BECKY MCCONNELL2023-10-16
0012021-01-01BECKY MCCONNELL2023-02-13
0012021-01-01BECKY MCCONNELL2023-03-23
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BOB MARCUS
0012016-01-01BOB MARCUS
0012015-01-01BOB MARCUS
0012014-01-01BOB MARCUS
0012014-01-01BOB MARCUS
0012013-01-01ROBERT MARCUS
0012012-01-01JERRYS ARTARAMA NC, INC.2013-07-30
0012011-01-01JERRYS ARTARAMA NC, INC.2012-07-09
0012010-01-01JERRYS ARTARAMA NC, INC.2011-09-20

Plan Statistics for JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-25168
Total number of particpants at end of year2025-07-25159
Number of Participants With Account Balances2025-07-2556
Total number of particpants at beginning of year2025-02-26169
Total number of particpants at end of year2025-02-26156
Number of Participants With Account Balances2025-02-2653
2022: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01247
Total number of active participants reported on line 7a of the Form 55002022-01-01233
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01249
Number of participants with account balances2022-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01222
Total number of active participants reported on line 7a of the Form 55002021-01-01207
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01219
Number of participants with account balances2021-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01155
Total number of active participants reported on line 7a of the Form 55002020-01-01148
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01155
Number of participants with account balances2020-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01235
Total number of active participants reported on line 7a of the Form 55002019-01-01218
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01222
Number of participants with account balances2019-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01129
Total number of active participants reported on line 7a of the Form 55002018-01-01136
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01143
Number of participants with account balances2018-01-0145
2017: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01121
Total number of active participants reported on line 7a of the Form 55002017-01-01126
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01130
Number of participants with account balances2017-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01124
Total number of active participants reported on line 7a of the Form 55002016-01-01117
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01120
Number of participants with account balances2016-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01137
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of retired or separated participants receiving benefits2015-01-016
Total of all active and inactive participants2015-01-01118
Total participants2015-01-01118
Number of participants with account balances2015-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01124
Total number of active participants reported on line 7a of the Form 55002014-01-01132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01137
Number of participants with account balances2014-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01135
Total number of active participants reported on line 7a of the Form 55002013-01-01123
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01143
Number of participants with account balances2013-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-250
Total expenses incurred by plan in this plan year2025-07-2572256
Net assets as of the end of the plan year2025-07-259964537
Total assets as of the beginning of the plan year2025-07-258225956
Value of plan covered by a fidelity bond2025-07-25500000
Participant contributions to plan in this plan year2025-07-25369274
Value of participant loans at end of plan year2025-07-2529529
Other income to plan in this plan year2025-07-251296906
Plan net income in this plan year2025-07-251738581
Net assets as of the end of the plan year2025-07-259964537
Net assets as of the beginning of the plan year2025-07-258225956
Employer contributions to plan in this plan year2025-07-25144657
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-259776
Total transfers to/from plan in this plan year2025-02-260
Total liabilities as of the end of the plan year2025-02-260
Total liabilities as of the beginning of the plan year2025-02-260
Total expenses incurred by plan in this plan year2025-02-26175084
Net assets as of the end of the plan year2025-02-268225956
Total assets as of the beginning of the plan year2025-02-266652960
Value of plan covered by a fidelity bond2025-02-26500000
Participant contributions to plan in this plan year2025-02-26311932
Value of participant loans at end of plan year2025-02-2629136
Other expenses paid from plan in this plan year2025-02-260
Other contributions to plan in this plan year2025-02-260
Other income to plan in this plan year2025-02-261304116
Plan net income in this plan year2025-02-261572996
Net assets as of the end of the plan year2025-02-268225956
Net assets as of the beginning of the plan year2025-02-266652960
Employer contributions to plan in this plan year2025-02-26132032
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-261318
2022 : JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$526
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$526
Total income from all sources (including contributions)2022-12-31$-836,889
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$224,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$182,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$406,407
Value of total assets at end of year2022-12-31$6,652,960
Value of total assets at beginning of year2022-12-31$7,714,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,084
Total interest from all sources2022-12-31$2,043
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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
Contributions received from participants2022-12-31$288,243
Participant contributions at end of year2022-12-31$49,541
Participant contributions at beginning of year2022-12-31$50,487
Participant contributions at beginning of year2022-12-31$20,704
Total non interest bearing cash at end of year2022-12-31$25
Total non interest bearing cash at beginning of year2022-12-31$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,061,042
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,652,960
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,714,002
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
Investment advisory and management fees2022-12-31$18,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,083,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,110,460
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$2,282
Interest earned on other investments2022-12-31$-239
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$519,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$523,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,245,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$118,164
Employer contributions (assets) at beginning of year2022-12-31$9,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$182,543
Contract administrator fees2022-12-31$22,520
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2022-12-31560131342
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-836,889
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$224,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$182,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$406,407
Value of total assets at end of year2022-01-01$6,652,960
Value of total assets at beginning of year2022-01-01$7,714,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$41,084
Total interest from all sources2022-01-01$2,043
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$288,243
Participant contributions at end of year2022-01-01$49,541
Participant contributions at beginning of year2022-01-01$50,487
Participant contributions at beginning of year2022-01-01$20,704
Total non interest bearing cash at end of year2022-01-01$25
Total non interest bearing cash at beginning of year2022-01-01$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,061,042
Value of net assets at end of year (total assets less liabilities)2022-01-01$6,652,960
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$7,714,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$18,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$6,083,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$7,110,460
Value of interest in pooled separate accounts at beginning of year2022-01-01$0
Interest on participant loans2022-01-01$2,282
Interest earned on other investments2022-01-01$-239
Value of interest in master investment trust accounts at beginning of year2022-01-01$0
Value of interest in common/collective trusts at beginning of year2022-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$519,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$523,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,245,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$118,164
Employer contributions (assets) at beginning of year2022-01-01$9,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$182,543
Contract administrator fees2022-01-01$22,520
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2022-01-01560131342
2021 : JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,478,233
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$145,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$142,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$400,714
Value of total assets at end of year2021-12-31$7,714,002
Value of total assets at beginning of year2021-12-31$6,380,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,095
Total interest from all sources2021-12-31$2,531
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$522,730
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$522,730
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$280,767
Participant contributions at end of year2021-12-31$50,487
Participant contributions at beginning of year2021-12-31$60,476
Participant contributions at end of year2021-12-31$20,704
Participant contributions at beginning of year2021-12-31$20,466
Total non interest bearing cash at end of year2021-12-31$21
Total non interest bearing cash at beginning of year2021-12-31$21
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$1,333,139
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,714,002
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,380,863
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
Investment advisory and management fees2021-12-31$2,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,110,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,111,899
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$2,531
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$523,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$179,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$552,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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 plan2021-12-31No
Contributions received in cash from employer2021-12-31$119,947
Employer contributions (assets) at end of year2021-12-31$9,149
Employer contributions (assets) at beginning of year2021-12-31$8,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$142,999
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2021-12-31560131342
2020 : JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,356,687
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$65,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$64,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$384,512
Value of total assets at end of year2020-12-31$6,380,863
Value of total assets at beginning of year2020-12-31$5,090,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,742
Total interest from all sources2020-12-31$2,827
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$270,742
Participant contributions at end of year2020-12-31$60,476
Participant contributions at beginning of year2020-12-31$55,695
Participant contributions at end of year2020-12-31$20,466
Participant contributions at beginning of year2020-12-31$8,547
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other income not declared elsewhere2020-12-31$969,348
Total non interest bearing cash at end of year2020-12-31$21
Total non interest bearing cash at beginning of year2020-12-31$21
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$1,290,821
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,380,863
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,090,042
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
Investment advisory and management fees2020-12-31$1,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,291,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,979,574
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$2,827
Interest earned on other investments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$113,770
Employer contributions (assets) at end of year2020-12-31$8,681
Employer contributions (assets) at beginning of year2020-12-31$46,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$64,124
Contract administrator fees2020-12-31$0
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2020-12-31560131342
2019 : JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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 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$1,265,993
Total income from all sources (including contributions)2019-12-31$1,265,993
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$21,841
Total of all expenses incurred2019-12-31$21,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$311,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$311,101
Value of total assets at end of year2019-12-31$5,090,042
Value of total assets at end of year2019-12-31$5,090,042
Value of total assets at beginning of year2019-12-31$3,845,890
Value of total assets at beginning of year2019-12-31$3,845,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,314
Total interest from all sources2019-12-31$1,550
Total interest from all sources2019-12-31$1,550
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
Value of fidelity bond cover2019-12-31$350,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$220,711
Contributions received from participants2019-12-31$220,711
Participant contributions at end of year2019-12-31$55,695
Participant contributions at end of year2019-12-31$55,695
Participant contributions at beginning of year2019-12-31$14,672
Participant contributions at beginning of year2019-12-31$14,672
Participant contributions at end of year2019-12-31$8,547
Participant contributions at end of year2019-12-31$8,547
Participant contributions at beginning of year2019-12-31$51
Participant contributions at beginning of year2019-12-31$51
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$-15,229
Administrative expenses (other) incurred2019-12-31$-15,229
Total non interest bearing cash at end of year2019-12-31$21
Total non interest bearing cash at end of year2019-12-31$21
Total non interest bearing cash at beginning of year2019-12-31$1
Total non interest bearing cash at beginning of year2019-12-31$1
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
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$1,244,152
Value of net income/loss2019-12-31$1,244,152
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,090,042
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,090,042
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,845,890
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,845,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$15,573
Investment advisory and management fees2019-12-31$15,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,979,574
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,979,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,831,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,831,123
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$1,530
Interest on participant loans2019-12-31$1,530
Interest earned on other investments2019-12-31$20
Interest earned on other investments2019-12-31$20
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$953,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$953,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$90,390
Contributions received in cash from employer2019-12-31$90,390
Employer contributions (assets) at end of year2019-12-31$46,205
Employer contributions (assets) at end of year2019-12-31$46,205
Employer contributions (assets) at beginning of year2019-12-31$43
Employer contributions (assets) at beginning of year2019-12-31$43
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,527
Contract administrator fees2019-12-31$970
Contract administrator fees2019-12-31$970
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm name2019-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2019-12-31560131342
Accountancy firm EIN2019-12-31560131342
2018 : JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-807
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$171,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$168,248
Expenses. Certain deemed distributions of participant loans2018-12-31$1,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$322,079
Value of total assets at end of year2018-12-31$3,845,890
Value of total assets at beginning of year2018-12-31$4,018,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,141
Total interest from all sources2018-12-31$1,014
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,141
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
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
Contributions received from participants2018-12-31$227,571
Participant contributions at end of year2018-12-31$14,672
Participant contributions at beginning of year2018-12-31$61,794
Participant contributions at end of year2018-12-31$51
Participant contributions at beginning of year2018-12-31$38,946
Other income not declared elsewhere2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$1
Total non interest bearing cash at beginning of year2018-12-31$8,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-172,153
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,845,890
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,018,043
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$3,831,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$1,014
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$840,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$157,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$157,857
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$2,901,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-323,900
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Contributions received in cash from employer2018-12-31$94,508
Employer contributions (assets) at end of year2018-12-31$43
Employer contributions (assets) at beginning of year2018-12-31$9,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$168,248
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
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 name2018-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2018-12-31560131342
2017 : JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$835,495
Total of all expenses incurred2017-12-31$42,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$23,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$303,510
Value of total assets at end of year2017-12-31$4,018,043
Value of total assets at beginning of year2017-12-31$3,225,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,848
Total interest from all sources2017-12-31$3,323
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$108,390
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$108,390
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$215,954
Participant contributions at end of year2017-12-31$61,794
Participant contributions at beginning of year2017-12-31$81,277
Participant contributions at end of year2017-12-31$38,946
Administrative expenses (other) incurred2017-12-31$74
Total non interest bearing cash at end of year2017-12-31$8,229
Total non interest bearing cash at beginning of year2017-12-31$34,414
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$793,042
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,018,043
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,225,001
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
Investment advisory and management fees2017-12-31$6,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,901,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,923,627
Interest on participant loans2017-12-31$2,433
Value of interest in common/collective trusts at end of year2017-12-31$840,620
Value of interest in common/collective trusts at beginning of year2017-12-31$31,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$157,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$149,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$149,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$342,360
Net investment gain or loss from common/collective trusts2017-12-31$77,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$87,556
Employer contributions (assets) at end of year2017-12-31$9,423
Employer contributions (assets) at beginning of year2017-12-31$4,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$23,605
Contract administrator fees2017-12-31$12,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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
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 name2017-12-31WILLIAMS OVERMAN PIERCE LLP
Accountancy firm EIN2017-12-31560131342
2016 : JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$516,713
Total of all expenses incurred2016-12-31$282,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$256,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$289,029
Value of total assets at end of year2016-12-31$3,225,001
Value of total assets at beginning of year2016-12-31$2,990,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,043
Total interest from all sources2016-12-31$2,375
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$99,124
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$99,124
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$203,006
Participant contributions at end of year2016-12-31$81,277
Participant contributions at beginning of year2016-12-31$52,736
Administrative expenses (other) incurred2016-12-31$1
Total non interest bearing cash at end of year2016-12-31$34,414
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$234,649
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,225,001
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,990,352
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
Investment advisory and management fees2016-12-31$12,453
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,923,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,751,806
Income. Interest from loans (other than to participants)2016-12-31$2,375
Value of interest in common/collective trusts at end of year2016-12-31$31,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$149,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$185,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$185,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$125,564
Net investment gain or loss from common/collective trusts2016-12-31$621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Contributions received in cash from employer2016-12-31$86,023
Employer contributions (assets) at end of year2016-12-31$4,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$256,021
Contract administrator fees2016-12-31$13,589
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
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 name2016-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2016-12-31560131342
2015 : JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$266,086
Total of all expenses incurred2015-12-31$92,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$59,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$281,853
Value of total assets at end of year2015-12-31$2,990,352
Value of total assets at beginning of year2015-12-31$2,816,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,283
Total interest from all sources2015-12-31$893
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$133,692
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$133,692
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$350,000
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
Contributions received from participants2015-12-31$200,918
Participant contributions at end of year2015-12-31$52,736
Participant contributions at beginning of year2015-12-31$26,799
Administrative expenses (other) incurred2015-12-31$1,728
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$173,818
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,990,352
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,816,534
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
Investment advisory and management fees2015-12-31$14,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,751,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,770,569
Interest on participant loans2015-12-31$893
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$185,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$19,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$19,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-150,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$80,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$59,985
Contract administrator fees2015-12-31$16,452
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
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 name2015-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2015-12-31560131342
2014 : JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$370,612
Total of all expenses incurred2014-12-31$106,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$89,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$257,446
Value of total assets at end of year2014-12-31$2,816,534
Value of total assets at beginning of year2014-12-31$2,552,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,706
Total interest from all sources2014-12-31$2,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$178,510
Participant contributions at end of year2014-12-31$26,799
Participant contributions at beginning of year2014-12-31$62,508
Administrative expenses (other) incurred2014-12-31$641
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$264,094
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,816,534
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,552,440
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
Investment advisory and management fees2014-12-31$7,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,770,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,489,932
Interest on participant loans2014-12-31$2,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$19,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$111,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$78,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$89,812
Contract administrator fees2014-12-31$8,541
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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
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 name2014-12-31RAICH ENDE MALTER & CO LLP
Accountancy firm EIN2014-12-31112336434
2013 : JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
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$775,665
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$69,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$69,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$279,674
Value of total assets at end of year2013-12-31$2,552,440
Value of total assets at beginning of year2013-12-31$1,846,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$546
Total interest from all sources2013-12-31$2,888
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$77,203
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$77,203
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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
Contributions received from participants2013-12-31$195,952
Participant contributions at end of year2013-12-31$62,508
Participant contributions at beginning of year2013-12-31$76,094
Administrative expenses (other) incurred2013-12-31$546
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$705,898
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,552,440
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,846,542
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$2,489,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,770,448
Interest on participant loans2013-12-31$2,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$415,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$83,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$69,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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
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 name2013-12-31RAICH ENDE MALTER & CO. LLP
Accountancy firm EIN2013-12-31112336434

Form 5500 Responses for JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST

2022: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 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: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 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: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JERRYS ARTARAMA NC INC 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR62801 - 1
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR62801 - 1
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR6280-1
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR6280-1
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR6280-1
Policy instance 1

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