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GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameGEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

GEORGE A. ISRAEL, JR., INC. 401(K) AND 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.
  • 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

GEORGE A. ISRAEL, JR., INC. has sponsored the creation of one or more 401k plans.

Company Name:GEORGE A. ISRAEL, JR., INC.
Employer identification number (EIN):591001532
NAIC Classification:423700

Additional information about GEORGE A. ISRAEL, JR., INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1962-12-31
Company Identification Number: 265751
Legal Registered Office Address: 144 WATTS STREET

JACKSONVILLE

32204

More information about GEORGE A. ISRAEL, JR., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01EMILY ISRAEL
0012016-07-01EMILY ISRAEL
0012015-07-01EMILY ISRAEL
0012014-07-01EMILY ISRAEL
0012013-07-01EMILY ISRAEL
0012011-07-01EMILY ISRAEL EMILY ISRAEL2013-04-15
0012009-07-01BRYAN CHAMBERLAIN
0012008-07-01BRYAN CHAMBERLAIN

Plan Statistics for GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-0143
Total number of active participants reported on line 7a of the Form 55002022-07-0130
Number of retired or separated participants receiving benefits2022-07-012
Number of other retired or separated participants entitled to future benefits2022-07-0112
Total of all active and inactive participants2022-07-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-0144
Number of participants with account balances2022-07-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-012
2021: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0141
Total number of active participants reported on line 7a of the Form 55002021-07-0130
Number of retired or separated participants receiving benefits2021-07-012
Number of other retired or separated participants entitled to future benefits2021-07-0110
Total of all active and inactive participants2021-07-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-0143
Number of participants with account balances2021-07-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-013
2020: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0139
Total number of active participants reported on line 7a of the Form 55002020-07-0131
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-019
Total of all active and inactive participants2020-07-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-0141
Number of participants with account balances2020-07-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-012
2019: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0138
Total number of active participants reported on line 7a of the Form 55002019-07-0132
Number of retired or separated participants receiving benefits2019-07-012
Number of other retired or separated participants entitled to future benefits2019-07-015
Total of all active and inactive participants2019-07-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-0139
Number of participants with account balances2019-07-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
2018: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0136
Total number of active participants reported on line 7a of the Form 55002018-07-0133
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-014
Total of all active and inactive participants2018-07-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0138
Number of participants with account balances2018-07-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0134
Total number of active participants reported on line 7a of the Form 55002017-07-0130
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-015
Total of all active and inactive participants2017-07-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0136
Number of participants with account balances2017-07-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-011
2016: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0133
Total number of active participants reported on line 7a of the Form 55002016-07-0129
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-015
Total of all active and inactive participants2016-07-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0134
Number of participants with account balances2016-07-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0134
Total number of active participants reported on line 7a of the Form 55002015-07-0129
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-014
Total of all active and inactive participants2015-07-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0133
Number of participants with account balances2015-07-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-012
2014: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0129
Total number of active participants reported on line 7a of the Form 55002014-07-0132
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-012
Total of all active and inactive participants2014-07-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0134
Number of participants with account balances2014-07-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-012
2013: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0133
Total number of active participants reported on line 7a of the Form 55002013-07-0127
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-012
Total of all active and inactive participants2013-07-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0129
Number of participants with account balances2013-07-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2011: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0134
Total number of active participants reported on line 7a of the Form 55002011-07-0134
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-0135
Number of participants with account balances2011-07-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0130
Total number of active participants reported on line 7a of the Form 55002009-07-0132
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-013
Total of all active and inactive participants2009-07-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0135
Number of participants with account balances2009-07-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
2008: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-0133
Total number of active participants reported on line 7a of the Form 55002008-07-0133
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-013
Total of all active and inactive participants2008-07-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-0136
Number of participants with account balances2008-07-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-010

Financial Data on GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2023 : GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-06-30$0
Total plan liabilities at end of year2023-06-30$0
Total plan liabilities at beginning of year2023-06-30$0
Total income from all sources2023-06-30$1,490,084
Expenses. Total of all expenses incurred2023-06-30$146,125
Benefits paid (including direct rollovers)2023-06-30$108,599
Total plan assets at end of year2023-06-30$8,263,704
Total plan assets at beginning of year2023-06-30$6,919,745
Value of fidelity bond covering the plan2023-06-30$500,000
Assets. Value of tangible personal property2023-06-30$0
Total contributions received or receivable from participants2023-06-30$262,442
Assets. Value of loans (other than to participants)2023-06-30$0
Expenses. Other expenses not covered elsewhere2023-06-30$0
Contributions received from other sources (not participants or employers)2023-06-30$0
Other income received2023-06-30$847,953
Noncash contributions received2023-06-30$0
Net income (gross income less expenses)2023-06-30$1,343,959
Net plan assets at end of year (total assets less liabilities)2023-06-30$8,263,704
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$6,919,745
Assets. Value of participant loans2023-06-30$122,766
Assets. Value of assets in partnership/joint-venture interests2023-06-30$0
Assets. Value of real-estate (other than employer real property)2023-06-30$0
Assets. Value of employer securities2023-06-30$0
Assets. Value of employer real property2023-06-30$0
Total contributions received or receivable from employer(s)2023-06-30$379,689
Value of certain deemed distributions of participant loans2023-06-30$0
Value of corrective distributions2023-06-30$14,365
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$23,161
2022 : GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-06-30$0
Total plan liabilities at end of year2022-06-30$0
Total plan liabilities at beginning of year2022-06-30$0
Total income from all sources2022-06-30$-581,040
Expenses. Total of all expenses incurred2022-06-30$161,839
Benefits paid (including direct rollovers)2022-06-30$100,205
Total plan assets at end of year2022-06-30$6,919,745
Total plan assets at beginning of year2022-06-30$7,662,624
Value of fidelity bond covering the plan2022-06-30$500,000
Assets. Value of tangible personal property2022-06-30$0
Total contributions received or receivable from participants2022-06-30$343,435
Assets. Value of loans (other than to participants)2022-06-30$0
Expenses. Other expenses not covered elsewhere2022-06-30$0
Contributions received from other sources (not participants or employers)2022-06-30$0
Other income received2022-06-30$-1,119,595
Noncash contributions received2022-06-30$0
Net income (gross income less expenses)2022-06-30$-742,879
Net plan assets at end of year (total assets less liabilities)2022-06-30$6,919,745
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$7,662,624
Assets. Value of participant loans2022-06-30$90,971
Assets. Value of assets in partnership/joint-venture interests2022-06-30$0
Assets. Value of real-estate (other than employer real property)2022-06-30$0
Assets. Value of employer securities2022-06-30$0
Assets. Value of employer real property2022-06-30$0
Total contributions received or receivable from employer(s)2022-06-30$195,120
Value of certain deemed distributions of participant loans2022-06-30$3,219
Value of corrective distributions2022-06-30$34,112
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$24,303
2021 : GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-06-30$0
Total plan liabilities at end of year2021-06-30$0
Total plan liabilities at beginning of year2021-06-30$0
Total income from all sources2021-06-30$2,119,170
Expenses. Total of all expenses incurred2021-06-30$238,428
Benefits paid (including direct rollovers)2021-06-30$178,687
Total plan assets at end of year2021-06-30$7,662,624
Total plan assets at beginning of year2021-06-30$5,781,882
Value of fidelity bond covering the plan2021-06-30$500,000
Assets. Value of tangible personal property2021-06-30$0
Total contributions received or receivable from participants2021-06-30$261,455
Assets. Value of loans (other than to participants)2021-06-30$0
Expenses. Other expenses not covered elsewhere2021-06-30$0
Contributions received from other sources (not participants or employers)2021-06-30$5,061
Other income received2021-06-30$1,676,932
Noncash contributions received2021-06-30$0
Net income (gross income less expenses)2021-06-30$1,880,742
Net plan assets at end of year (total assets less liabilities)2021-06-30$7,662,624
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$5,781,882
Assets. Value of participant loans2021-06-30$70,011
Assets. Value of assets in partnership/joint-venture interests2021-06-30$0
Assets. Value of real-estate (other than employer real property)2021-06-30$0
Assets. Value of employer securities2021-06-30$0
Assets. Value of employer real property2021-06-30$0
Total contributions received or receivable from employer(s)2021-06-30$175,722
Value of certain deemed distributions of participant loans2021-06-30$0
Value of corrective distributions2021-06-30$40,354
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$19,387
2020 : GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-06-30$0
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$430,647
Expenses. Total of all expenses incurred2020-06-30$45,905
Benefits paid (including direct rollovers)2020-06-30$31,877
Total plan assets at end of year2020-06-30$5,781,882
Total plan assets at beginning of year2020-06-30$5,397,140
Value of fidelity bond covering the plan2020-06-30$500,000
Total contributions received or receivable from participants2020-06-30$261,263
Expenses. Other expenses not covered elsewhere2020-06-30$0
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$-88,297
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$384,742
Net plan assets at end of year (total assets less liabilities)2020-06-30$5,781,882
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$5,397,140
Assets. Value of participant loans2020-06-30$57,431
Total contributions received or receivable from employer(s)2020-06-30$257,681
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$14,028
2019 : GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-06-30$0
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$636,764
Expenses. Total of all expenses incurred2019-06-30$60,853
Benefits paid (including direct rollovers)2019-06-30$44,289
Total plan assets at end of year2019-06-30$5,397,140
Total plan assets at beginning of year2019-06-30$4,821,229
Value of fidelity bond covering the plan2019-06-30$500,000
Total contributions received or receivable from participants2019-06-30$262,827
Expenses. Other expenses not covered elsewhere2019-06-30$0
Contributions received from other sources (not participants or employers)2019-06-30$0
Other income received2019-06-30$242,356
Noncash contributions received2019-06-30$0
Net income (gross income less expenses)2019-06-30$575,911
Net plan assets at end of year (total assets less liabilities)2019-06-30$5,397,140
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$4,821,229
Assets. Value of participant loans2019-06-30$56,512
Total contributions received or receivable from employer(s)2019-06-30$131,581
Value of certain deemed distributions of participant loans2019-06-30$0
Value of corrective distributions2019-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$16,564
2018 : GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-06-30$0
Total plan liabilities at end of year2018-06-30$0
Total plan liabilities at beginning of year2018-06-30$0
Total income from all sources2018-06-30$663,846
Expenses. Total of all expenses incurred2018-06-30$979,597
Benefits paid (including direct rollovers)2018-06-30$964,077
Total plan assets at end of year2018-06-30$4,821,229
Total plan assets at beginning of year2018-06-30$5,136,980
Value of fidelity bond covering the plan2018-06-30$500,000
Total contributions received or receivable from participants2018-06-30$200,616
Expenses. Other expenses not covered elsewhere2018-06-30$0
Contributions received from other sources (not participants or employers)2018-06-30$0
Other income received2018-06-30$376,809
Noncash contributions received2018-06-30$0
Net income (gross income less expenses)2018-06-30$-315,751
Net plan assets at end of year (total assets less liabilities)2018-06-30$4,821,229
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$5,136,980
Assets. Value of participant loans2018-06-30$79,393
Total contributions received or receivable from employer(s)2018-06-30$86,421
Value of certain deemed distributions of participant loans2018-06-30$0
Value of corrective distributions2018-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$15,520
2017 : GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$936,054
Expenses. Total of all expenses incurred2017-06-30$66,241
Benefits paid (including direct rollovers)2017-06-30$51,739
Total plan assets at end of year2017-06-30$5,136,980
Total plan assets at beginning of year2017-06-30$4,267,167
Value of fidelity bond covering the plan2017-06-30$500,000
Total contributions received or receivable from participants2017-06-30$188,148
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$650,097
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$869,813
Net plan assets at end of year (total assets less liabilities)2017-06-30$5,136,980
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$4,267,167
Assets. Value of participant loans2017-06-30$32,516
Total contributions received or receivable from employer(s)2017-06-30$97,809
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$14,502
2016 : GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$220,030
Expenses. Total of all expenses incurred2016-06-30$32,138
Benefits paid (including direct rollovers)2016-06-30$8,162
Total plan assets at end of year2016-06-30$4,267,167
Total plan assets at beginning of year2016-06-30$4,079,275
Value of fidelity bond covering the plan2016-06-30$500,000
Total contributions received or receivable from participants2016-06-30$191,045
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$-57,491
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$187,892
Net plan assets at end of year (total assets less liabilities)2016-06-30$4,267,167
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$4,079,275
Assets. Value of participant loans2016-06-30$36,916
Total contributions received or receivable from employer(s)2016-06-30$86,476
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$11,121
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$12,855
2015 : GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-06-30$0
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$406,004
Expenses. Total of all expenses incurred2015-06-30$45,325
Benefits paid (including direct rollovers)2015-06-30$33,733
Total plan assets at end of year2015-06-30$4,079,275
Total plan assets at beginning of year2015-06-30$3,718,596
Value of fidelity bond covering the plan2015-06-30$500,000
Total contributions received or receivable from participants2015-06-30$174,383
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$132,792
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$360,679
Net plan assets at end of year (total assets less liabilities)2015-06-30$4,079,275
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$3,718,596
Assets. Value of participant loans2015-06-30$51,068
Total contributions received or receivable from employer(s)2015-06-30$98,829
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$6,973
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$4,619
2014 : GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total income from all sources2014-06-30$833,669
Expenses. Total of all expenses incurred2014-06-30$499,303
Benefits paid (including direct rollovers)2014-06-30$471,984
Total plan assets at end of year2014-06-30$3,718,596
Total plan assets at beginning of year2014-06-30$3,384,230
Value of fidelity bond covering the plan2014-06-30$500,000
Total contributions received or receivable from participants2014-06-30$98,072
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$30,314
Other income received2014-06-30$610,053
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$334,366
Net plan assets at end of year (total assets less liabilities)2014-06-30$3,718,596
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$3,384,230
Assets. Value of participant loans2014-06-30$71,980
Total contributions received or receivable from employer(s)2014-06-30$95,230
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$26,884
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$435
2012 : GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$256,843
Expenses. Total of all expenses incurred2012-06-30$74,372
Benefits paid (including direct rollovers)2012-06-30$54,394
Total plan assets at end of year2012-06-30$2,888,983
Total plan assets at beginning of year2012-06-30$2,706,512
Value of fidelity bond covering the plan2012-06-30$300,000
Total contributions received or receivable from participants2012-06-30$150,940
Other income received2012-06-30$22,325
Net income (gross income less expenses)2012-06-30$182,471
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,888,983
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$2,706,512
Assets. Value of participant loans2012-06-30$33,902
Total contributions received or receivable from employer(s)2012-06-30$83,578
Value of corrective distributions2012-06-30$15,453
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$4,525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$685,208
Expenses. Total of all expenses incurred2011-06-30$56,886
Benefits paid (including direct rollovers)2011-06-30$53,725
Total plan assets at end of year2011-06-30$2,706,512
Total plan assets at beginning of year2011-06-30$2,078,190
Value of fidelity bond covering the plan2011-06-30$300,000
Total contributions received or receivable from participants2011-06-30$174,536
Other income received2011-06-30$452,420
Net income (gross income less expenses)2011-06-30$628,322
Net plan assets at end of year (total assets less liabilities)2011-06-30$2,706,512
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$2,078,190
Assets. Value of participant loans2011-06-30$28,247
Total contributions received or receivable from employer(s)2011-06-30$58,252
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$3,161
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
2009 : GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2009 401k financial data
Total income from all sources2009-06-30$-135,486
Expenses. Total of all expenses incurred2009-06-30$9,834
Benefits paid (including direct rollovers)2009-06-30$9,810
Total plan assets at end of year2009-06-30$1,635,445
Total plan assets at beginning of year2009-06-30$1,780,765
Value of fidelity bond covering the plan2009-06-30$200,000
Total contributions received or receivable from participants2009-06-30$201,598
Other income received2009-06-30$-407,359
Net income (gross income less expenses)2009-06-30$-145,320
Net plan assets at end of year (total assets less liabilities)2009-06-30$1,635,445
Net plan assets at beginning of year (total assets less liabilities)2009-06-30$1,780,765
Assets. Value of participant loans2009-06-30$14,238
Total contributions received or receivable from employer(s)2009-06-30$70,275
Value of certain deemed distributions of participant loans2009-06-30$24

Form 5500 Responses for GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN

2022: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01This submission is the final filingNo
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01This submission is the final filingNo
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01This submission is the final filingNo
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2011: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: GEORGE A. ISRAEL, JR., INC. 401(K) AND PROFIT SHARING PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-018696
Policy instance 1
Insurance contract or identification numberGA-018696
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-018696
Policy instance 1
Insurance contract or identification numberGA-018696
Number of Individuals Covered0
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number018696
Policy instance 1
Insurance contract or identification number018696
Number of Individuals Covered32
Insurance policy start date2008-07-01
Insurance policy end date2009-06-30
Total amount of commissions paid to insurance brokerUSD $7,664
Total amount of fees paid to insurance companyUSD $869
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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