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Plan Name | JESSE STUTTS INC PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | JESSE STUTTS, INC. |
Employer identification number (EIN): | 630723413 |
NAIC Classification: | 238210 |
NAIC Description: | Electrical Contractors and Other Wiring Installation Contractors |
Additional information about JESSE STUTTS, INC.
Jurisdiction of Incorporation: | Alabama Secretary of State |
Incorporation Date: | 1977-03-16 |
Company Identification Number: | 045-550 |
Legal Registered Office Address: |
3414 9TH AVE SW HUNTSVILLE, United States of America (USA) 35805 |
More information about JESSE STUTTS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-10-01 | JESSE P STUTTS, III | 2023-02-20 | ||
001 | 2020-10-01 | JESSE P STUTTS, III | 2022-05-17 | ||
001 | 2019-10-01 | JESSE P STUTTS, III | 2021-02-01 | ||
001 | 2018-10-01 | ||||
001 | 2017-10-01 | JESSE P STUTTS, III | |||
001 | 2016-10-01 | JESSE P STUTTS, III | |||
001 | 2015-10-01 | JESSE P STUTTS, III | |||
001 | 2014-10-01 | JESSE P STUTTS, III | |||
001 | 2013-10-01 | JESSE STUTTSIII | JESSE STUTTSIII | 2015-04-29 | |
001 | 2012-10-01 | JESSE STUTTS,III | JESSE STUTTS,III | 2014-07-15 | |
001 | 2011-10-01 | JESSE STUTTSIII | JESSE STUTTSIII | 2013-05-30 | |
001 | 2010-10-01 | JESSE STUTTS | JESSE STUTTS | 2012-07-06 |
Measure | Date | Value |
---|---|---|
2021: JESSE STUTTS INC PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-10-01 | 206 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 175 |
Number of retired or separated participants receiving benefits | 2021-10-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 17 |
Total of all active and inactive participants | 2021-10-01 | 197 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
Total participants | 2021-10-01 | 197 |
Number of participants with account balances | 2021-10-01 | 186 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 12 |
2020: JESSE STUTTS INC PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-10-01 | 188 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 170 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 20 |
Total of all active and inactive participants | 2020-10-01 | 191 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
Total participants | 2020-10-01 | 191 |
Number of participants with account balances | 2020-10-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 23 |
2019: JESSE STUTTS INC PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-10-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 146 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 13 |
Total of all active and inactive participants | 2019-10-01 | 160 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
Total participants | 2019-10-01 | 160 |
Number of participants with account balances | 2019-10-01 | 152 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 6 |
2018: JESSE STUTTS INC PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-10-01 | 141 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 121 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 18 |
Total of all active and inactive participants | 2018-10-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
Total participants | 2018-10-01 | 141 |
Number of participants with account balances | 2018-10-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 4 |
2017: JESSE STUTTS INC PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-10-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 105 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 19 |
Total of all active and inactive participants | 2017-10-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 1 |
Total participants | 2017-10-01 | 125 |
Number of participants with account balances | 2017-10-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 5 |
2016: JESSE STUTTS INC PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-10-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 101 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 19 |
Total of all active and inactive participants | 2016-10-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 120 |
Number of participants with account balances | 2016-10-01 | 113 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 9 |
2015: JESSE STUTTS INC PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-10-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 106 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 17 |
Total of all active and inactive participants | 2015-10-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
Total participants | 2015-10-01 | 123 |
Number of participants with account balances | 2015-10-01 | 105 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 9 |
2014: JESSE STUTTS INC PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-10-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 114 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 14 |
Total of all active and inactive participants | 2014-10-01 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 128 |
Number of participants with account balances | 2014-10-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 20 |
2013: JESSE STUTTS INC PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-10-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 106 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 5 |
Total of all active and inactive participants | 2013-10-01 | 111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 111 |
Number of participants with account balances | 2013-10-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 4 |
2012: JESSE STUTTS INC PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-10-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 100 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 2 |
Total of all active and inactive participants | 2012-10-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 102 |
Number of participants with account balances | 2012-10-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 6 |
2011: JESSE STUTTS INC PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-10-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 103 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 4 |
Total of all active and inactive participants | 2011-10-01 | 107 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 107 |
Number of participants with account balances | 2011-10-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 5 |
2010: JESSE STUTTS INC PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-10-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 88 |
Number of retired or separated participants receiving benefits | 2010-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 11 |
Total of all active and inactive participants | 2010-10-01 | 99 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 0 |
Total participants | 2010-10-01 | 99 |
Number of participants with account balances | 2010-10-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 27 |
Measure | Date | Value |
---|---|---|
2022 : JESSE STUTTS INC PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
Total income from all sources (including contributions) | 2022-09-30 | $-1,038,546 |
Total loss/gain on sale of assets | 2022-09-30 | $0 |
Total of all expenses incurred | 2022-09-30 | $428,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $368,517 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $1,236,819 |
Value of total assets at end of year | 2022-09-30 | $9,057,492 |
Value of total assets at beginning of year | 2022-09-30 | $10,524,282 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $59,727 |
Total interest from all sources | 2022-09-30 | $10,507 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-09-30 | $244,872 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-09-30 | $244,872 |
Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
Value of fidelity bond cover | 2022-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
Contributions received from participants | 2022-09-30 | $742,940 |
Participant contributions at end of year | 2022-09-30 | $314,986 |
Participant contributions at beginning of year | 2022-09-30 | $249,927 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-09-30 | $63,625 |
Other income not declared elsewhere | 2022-09-30 | $1 |
Administrative expenses (other) incurred | 2022-09-30 | $59,727 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Value of net income/loss | 2022-09-30 | $-1,466,790 |
Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $9,057,492 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $10,524,282 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-09-30 | $8,742,506 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-09-30 | $10,274,355 |
Interest on participant loans | 2022-09-30 | $10,423 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-09-30 | $84 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-09-30 | $-2,530,745 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
Contributions received in cash from employer | 2022-09-30 | $430,254 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $368,517 |
Did the plan have assets held for investment | 2022-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Unqualified |
Accountancy firm name | 2022-09-30 | JAMISONMONEYFARMER PC |
Accountancy firm EIN | 2022-09-30 | 630933119 |
2021 : JESSE STUTTS INC PROFIT SHARING PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2021-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2021-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
Expenses. Interest paid | 2021-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-09-30 | $0 |
Total income from all sources (including contributions) | 2021-09-30 | $3,118,918 |
Total loss/gain on sale of assets | 2021-09-30 | $0 |
Total of all expenses incurred | 2021-09-30 | $506,480 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $435,734 |
Expenses. Certain deemed distributions of participant loans | 2021-09-30 | $0 |
Value of total corrective distributions | 2021-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $1,149,820 |
Value of total assets at end of year | 2021-09-30 | $10,524,282 |
Value of total assets at beginning of year | 2021-09-30 | $7,911,844 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $70,746 |
Total income from rents | 2021-09-30 | $0 |
Total interest from all sources | 2021-09-30 | $13,377 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-09-30 | $221,352 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-09-30 | $221,352 |
Administrative expenses professional fees incurred | 2021-09-30 | $0 |
Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
Value of fidelity bond cover | 2021-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
Contributions received from participants | 2021-09-30 | $719,871 |
Participant contributions at end of year | 2021-09-30 | $249,927 |
Participant contributions at beginning of year | 2021-09-30 | $218,583 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-09-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-09-30 | $0 |
Other income not declared elsewhere | 2021-09-30 | $-2,661 |
Administrative expenses (other) incurred | 2021-09-30 | $70,746 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Value of net income/loss | 2021-09-30 | $2,612,438 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $10,524,282 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $7,911,844 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
Investment advisory and management fees | 2021-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-09-30 | $10,274,355 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-09-30 | $7,693,261 |
Interest on participant loans | 2021-09-30 | $13,377 |
Income. Interest from loans (other than to participants) | 2021-09-30 | $0 |
Interest earned on other investments | 2021-09-30 | $0 |
Income. Interest from US Government securities | 2021-09-30 | $0 |
Income. Interest from corporate debt instruments | 2021-09-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-09-30 | $1,737,030 |
Net investment gain/loss from pooled separate accounts | 2021-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2021-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
Contributions received in cash from employer | 2021-09-30 | $429,949 |
Income. Dividends from preferred stock | 2021-09-30 | $0 |
Income. Dividends from common stock | 2021-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $435,734 |
Contract administrator fees | 2021-09-30 | $0 |
Did the plan have assets held for investment | 2021-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
Aggregate proceeds on sale of assets | 2021-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-09-30 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Disclaimer |
Accountancy firm name | 2021-09-30 | JAMISONMONEYFARMER PC |
Accountancy firm EIN | 2021-09-30 | 630933119 |
2020 : JESSE STUTTS INC PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $0 |
Total income from all sources (including contributions) | 2020-09-30 | $1,818,048 |
Total loss/gain on sale of assets | 2020-09-30 | $0 |
Total of all expenses incurred | 2020-09-30 | $328,185 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $301,369 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $986,540 |
Value of total assets at end of year | 2020-09-30 | $7,911,844 |
Value of total assets at beginning of year | 2020-09-30 | $6,421,981 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $26,816 |
Total interest from all sources | 2020-09-30 | $9,834 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-09-30 | $170,039 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-09-30 | $170,039 |
Was this plan covered by a fidelity bond | 2020-09-30 | Yes |
Value of fidelity bond cover | 2020-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
Contributions received from participants | 2020-09-30 | $629,227 |
Participant contributions at end of year | 2020-09-30 | $218,583 |
Participant contributions at beginning of year | 2020-09-30 | $148,354 |
Other income not declared elsewhere | 2020-09-30 | $-7,036 |
Administrative expenses (other) incurred | 2020-09-30 | $26,816 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Value of net income/loss | 2020-09-30 | $1,489,863 |
Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $7,911,844 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $6,421,981 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-09-30 | $7,693,261 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-09-30 | $6,273,627 |
Interest on participant loans | 2020-09-30 | $9,814 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-09-30 | $20 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-09-30 | $658,671 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
Contributions received in cash from employer | 2020-09-30 | $357,313 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-09-30 | $301,369 |
Did the plan have assets held for investment | 2020-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Disclaimer |
Accountancy firm name | 2020-09-30 | JAMISONMONEYFARMER PC |
Accountancy firm EIN | 2020-09-30 | 630933119 |
2019 : JESSE STUTTS INC PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $0 |
Total income from all sources (including contributions) | 2019-09-30 | $938,785 |
Total loss/gain on sale of assets | 2019-09-30 | $0 |
Total of all expenses incurred | 2019-09-30 | $948,451 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $900,211 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $723,059 |
Value of total assets at end of year | 2019-09-30 | $6,421,981 |
Value of total assets at beginning of year | 2019-09-30 | $6,431,647 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $48,240 |
Total interest from all sources | 2019-09-30 | $7,904 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-09-30 | $315,604 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-09-30 | $315,604 |
Administrative expenses professional fees incurred | 2019-09-30 | $1,322 |
Was this plan covered by a fidelity bond | 2019-09-30 | Yes |
Value of fidelity bond cover | 2019-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
Contributions received from participants | 2019-09-30 | $456,898 |
Participant contributions at end of year | 2019-09-30 | $148,354 |
Participant contributions at beginning of year | 2019-09-30 | $123,303 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-09-30 | $1,934 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Value of net income/loss | 2019-09-30 | $-9,666 |
Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $6,421,981 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $6,431,647 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
Investment advisory and management fees | 2019-09-30 | $39,634 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-09-30 | $6,273,627 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-09-30 | $6,308,344 |
Interest on participant loans | 2019-09-30 | $7,904 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-09-30 | $-107,782 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
Contributions received in cash from employer | 2019-09-30 | $264,227 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-30 | $900,211 |
Contract administrator fees | 2019-09-30 | $7,284 |
Did the plan have assets held for investment | 2019-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Disclaimer |
Accountancy firm name | 2019-09-30 | JAMISONMONEYFARMER PC |
Accountancy firm EIN | 2019-09-30 | 630933119 |
2018 : JESSE STUTTS INC PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $0 |
Total income from all sources (including contributions) | 2018-09-30 | $1,049,432 |
Total loss/gain on sale of assets | 2018-09-30 | $0 |
Total of all expenses incurred | 2018-09-30 | $482,435 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $443,934 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-09-30 | $584,613 |
Value of total assets at end of year | 2018-09-30 | $6,431,647 |
Value of total assets at beginning of year | 2018-09-30 | $5,864,650 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $38,501 |
Total interest from all sources | 2018-09-30 | $7,159 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-09-30 | $198,602 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-09-30 | $198,602 |
Was this plan covered by a fidelity bond | 2018-09-30 | Yes |
Value of fidelity bond cover | 2018-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-09-30 | No |
Contributions received from participants | 2018-09-30 | $391,671 |
Participant contributions at end of year | 2018-09-30 | $123,303 |
Participant contributions at beginning of year | 2018-09-30 | $174,739 |
Total non interest bearing cash at end of year | 2018-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2018-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Value of net income/loss | 2018-09-30 | $566,997 |
Value of net assets at end of year (total assets less liabilities) | 2018-09-30 | $6,431,647 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-09-30 | $5,864,650 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-09-30 | No |
Investment advisory and management fees | 2018-09-30 | $29,758 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-09-30 | $6,308,344 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-09-30 | $5,689,911 |
Interest on participant loans | 2018-09-30 | $7,159 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-09-30 | $259,058 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-09-30 | No |
Contributions received in cash from employer | 2018-09-30 | $192,942 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-09-30 | $443,934 |
Contract administrator fees | 2018-09-30 | $8,743 |
Did the plan have assets held for investment | 2018-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-09-30 | Disclaimer |
Accountancy firm name | 2018-09-30 | ANGLIN REICHMANN ARMSTRONG, P.C. |
Accountancy firm EIN | 2018-09-30 | 631262841 |
2017 : JESSE STUTTS INC PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $0 |
Total income from all sources (including contributions) | 2017-09-30 | $845,302 |
Total loss/gain on sale of assets | 2017-09-30 | $0 |
Total of all expenses incurred | 2017-09-30 | $371,431 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $335,063 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $445,178 |
Value of total assets at end of year | 2017-09-30 | $5,864,650 |
Value of total assets at beginning of year | 2017-09-30 | $5,390,779 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $36,368 |
Total interest from all sources | 2017-09-30 | $5,636 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $124,309 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-09-30 | $124,309 |
Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
Value of fidelity bond cover | 2017-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
Contributions received from participants | 2017-09-30 | $263,710 |
Participant contributions at end of year | 2017-09-30 | $174,739 |
Participant contributions at beginning of year | 2017-09-30 | $136,840 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-09-30 | $40,540 |
Total non interest bearing cash at end of year | 2017-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2017-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Value of net income/loss | 2017-09-30 | $473,871 |
Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $5,864,650 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $5,390,779 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
Investment advisory and management fees | 2017-09-30 | $20,209 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-09-30 | $5,689,911 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-09-30 | $5,253,939 |
Interest on participant loans | 2017-09-30 | $5,636 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-09-30 | $270,179 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
Contributions received in cash from employer | 2017-09-30 | $140,928 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $335,063 |
Contract administrator fees | 2017-09-30 | $16,159 |
Did the plan have assets held for investment | 2017-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Disclaimer |
Accountancy firm name | 2017-09-30 | ANGLIN REICHMANN SNELLGROVE & ARMST |
Accountancy firm EIN | 2017-09-30 | 631262841 |
2016 : JESSE STUTTS INC PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $0 |
Total income from all sources (including contributions) | 2016-09-30 | $482,688 |
Total loss/gain on sale of assets | 2016-09-30 | $0 |
Total of all expenses incurred | 2016-09-30 | $1,124,514 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $1,082,628 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $330,038 |
Value of total assets at end of year | 2016-09-30 | $5,390,779 |
Value of total assets at beginning of year | 2016-09-30 | $6,032,605 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $41,886 |
Total interest from all sources | 2016-09-30 | $6,710 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $248,705 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-09-30 | $248,705 |
Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
Value of fidelity bond cover | 2016-09-30 | $380,000 |
If this is an individual account plan, was there a blackout period | 2016-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Contributions received from participants | 2016-09-30 | $264,013 |
Participant contributions at end of year | 2016-09-30 | $136,840 |
Participant contributions at beginning of year | 2016-09-30 | $184,889 |
Total non interest bearing cash at end of year | 2016-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2016-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Value of net income/loss | 2016-09-30 | $-641,826 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $5,390,779 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $6,032,605 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Investment advisory and management fees | 2016-09-30 | $27,907 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-09-30 | $5,253,939 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-09-30 | $5,847,716 |
Interest on participant loans | 2016-09-30 | $6,710 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-09-30 | $-102,765 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Contributions received in cash from employer | 2016-09-30 | $66,025 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $1,082,628 |
Contract administrator fees | 2016-09-30 | $13,979 |
Did the plan have assets held for investment | 2016-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Disclaimer |
Accountancy firm name | 2016-09-30 | ANGLIN REICHMANN SNELLGROVE & ARMST |
Accountancy firm EIN | 2016-09-30 | 631262841 |
2015 : JESSE STUTTS INC PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
Total income from all sources (including contributions) | 2015-09-30 | $887,940 |
Total loss/gain on sale of assets | 2015-09-30 | $0 |
Total of all expenses incurred | 2015-09-30 | $239,384 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $205,357 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $889,050 |
Value of total assets at end of year | 2015-09-30 | $6,032,605 |
Value of total assets at beginning of year | 2015-09-30 | $5,384,049 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $34,027 |
Total interest from all sources | 2015-09-30 | $3,054 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $252,183 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-09-30 | $252,183 |
Administrative expenses professional fees incurred | 2015-09-30 | $18,665 |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $380,000 |
If this is an individual account plan, was there a blackout period | 2015-09-30 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Contributions received from participants | 2015-09-30 | $382,154 |
Participant contributions at end of year | 2015-09-30 | $184,889 |
Participant contributions at beginning of year | 2015-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-09-30 | $261,398 |
Total non interest bearing cash at end of year | 2015-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2015-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $648,556 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $6,032,605 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $5,384,049 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $5,847,716 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $0 |
Value of interest in pooled separate accounts at end of year | 2015-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-09-30 | $4,412,122 |
Interest on participant loans | 2015-09-30 | $3,054 |
Value of interest in common/collective trusts at end of year | 2015-09-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-09-30 | $971,927 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-09-30 | $-256,347 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Contributions received in cash from employer | 2015-09-30 | $245,498 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $205,357 |
Contract administrator fees | 2015-09-30 | $15,362 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-09-30 | Yes |
Did the plan have assets held for investment | 2015-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Disclaimer |
Accountancy firm name | 2015-09-30 | ANGLIN REICHMANN SNELLGROVE & ARMST |
Accountancy firm EIN | 2015-09-30 | 631262841 |
2014 : JESSE STUTTS INC PROFIT SHARING PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $0 |
Total transfer of assets to this plan | 2014-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Total income from all sources (including contributions) | 2014-09-30 | $936,260 |
Total loss/gain on sale of assets | 2014-09-30 | $0 |
Total of all expenses incurred | 2014-09-30 | $1,735,956 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $1,720,587 |
Value of total corrective distributions | 2014-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $351,115 |
Value of total assets at end of year | 2014-09-30 | $5,384,049 |
Value of total assets at beginning of year | 2014-09-30 | $6,183,745 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $15,369 |
Total income from rents | 2014-09-30 | $0 |
Total interest from all sources | 2014-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-09-30 | $0 |
Administrative expenses professional fees incurred | 2014-09-30 | $0 |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $380,000 |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Amount of non-exempt transactions with any party-in-interest | 2014-09-30 | $0 |
Contributions received from participants | 2014-09-30 | $280,891 |
Participant contributions at end of year | 2014-09-30 | $0 |
Participant contributions at beginning of year | 2014-09-30 | $5,204 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-09-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-09-30 | $0 |
Other income not declared elsewhere | 2014-09-30 | $0 |
Administrative expenses (other) incurred | 2014-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $-799,696 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $5,384,049 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $6,183,745 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2014-09-30 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2014-09-30 | $0 |
Investment advisory and management fees | 2014-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $0 |
Value of interest in pooled separate accounts at end of year | 2014-09-30 | $4,412,122 |
Value of interest in pooled separate accounts at beginning of year | 2014-09-30 | $4,958,162 |
Income. Interest from loans (other than to participants) | 2014-09-30 | $0 |
Interest earned on other investments | 2014-09-30 | $0 |
Income. Interest from US Government securities | 2014-09-30 | $0 |
Income. Interest from corporate debt instruments | 2014-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2014-09-30 | $971,927 |
Value of interest in common/collective trusts at beginning of year | 2014-09-30 | $1,094,078 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-09-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-09-30 | $578,883 |
Net investment gain or loss from common/collective trusts | 2014-09-30 | $6,262 |
Net gain/loss from 103.12 investment entities | 2014-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Contributions received in cash from employer | 2014-09-30 | $70,224 |
Employer contributions (assets) at end of year | 2014-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2014-09-30 | $126,301 |
Income. Dividends from preferred stock | 2014-09-30 | $0 |
Income. Dividends from common stock | 2014-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $1,720,587 |
Contract administrator fees | 2014-09-30 | $15,369 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-09-30 | $0 |
Did the plan have assets held for investment | 2014-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Aggregate proceeds on sale of assets | 2014-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-09-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Disclaimer |
Accountancy firm name | 2014-09-30 | ANGLIN REICHMANN SNELLGROVE & ARMST |
Accountancy firm EIN | 2014-09-30 | 631262841 |
2013 : JESSE STUTTS INC PROFIT SHARING PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $0 |
Total transfer of assets to this plan | 2013-09-30 | $0 |
Total transfer of assets from this plan | 2013-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total income from all sources (including contributions) | 2013-09-30 | $1,566,605 |
Total loss/gain on sale of assets | 2013-09-30 | $0 |
Total of all expenses incurred | 2013-09-30 | $249,289 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $230,735 |
Value of total corrective distributions | 2013-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $710,705 |
Value of total assets at end of year | 2013-09-30 | $6,183,745 |
Value of total assets at beginning of year | 2013-09-30 | $4,866,429 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $18,554 |
Total income from rents | 2013-09-30 | $0 |
Total interest from all sources | 2013-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-09-30 | $0 |
Administrative expenses professional fees incurred | 2013-09-30 | $0 |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $380,000 |
If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Amount of non-exempt transactions with any party-in-interest | 2013-09-30 | $0 |
Contributions received from participants | 2013-09-30 | $301,631 |
Participant contributions at end of year | 2013-09-30 | $5,204 |
Participant contributions at beginning of year | 2013-09-30 | $5,664 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-09-30 | $108,665 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-09-30 | $0 |
Other income not declared elsewhere | 2013-09-30 | $7 |
Administrative expenses (other) incurred | 2013-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $1,317,316 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $6,183,745 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $4,866,429 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2013-09-30 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2013-09-30 | $0 |
Investment advisory and management fees | 2013-09-30 | $0 |
Value of interest in pooled separate accounts at end of year | 2013-09-30 | $4,958,162 |
Value of interest in pooled separate accounts at beginning of year | 2013-09-30 | $3,779,914 |
Income. Interest from loans (other than to participants) | 2013-09-30 | $0 |
Interest earned on other investments | 2013-09-30 | $0 |
Income. Interest from US Government securities | 2013-09-30 | $0 |
Income. Interest from corporate debt instruments | 2013-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2013-09-30 | $1,094,078 |
Value of interest in common/collective trusts at beginning of year | 2013-09-30 | $1,079,435 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-09-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-09-30 | $866,006 |
Net investment gain or loss from common/collective trusts | 2013-09-30 | $-10,113 |
Net gain/loss from 103.12 investment entities | 2013-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Contributions received in cash from employer | 2013-09-30 | $300,409 |
Employer contributions (assets) at end of year | 2013-09-30 | $126,301 |
Employer contributions (assets) at beginning of year | 2013-09-30 | $1,416 |
Income. Dividends from preferred stock | 2013-09-30 | $0 |
Income. Dividends from common stock | 2013-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $230,735 |
Contract administrator fees | 2013-09-30 | $18,554 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-09-30 | $0 |
Did the plan have assets held for investment | 2013-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Aggregate proceeds on sale of assets | 2013-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-09-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Disclaimer |
Accountancy firm name | 2013-09-30 | ANGLIN, REICHMANN SNELLGROVE & ARMS |
Accountancy firm EIN | 2013-09-30 | 631262841 |
2012 : JESSE STUTTS INC PROFIT SHARING PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2012-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-09-30 | $0 |
Total transfer of assets to this plan | 2012-09-30 | $0 |
Total transfer of assets from this plan | 2012-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
Total income from all sources (including contributions) | 2012-09-30 | $1,196,287 |
Total loss/gain on sale of assets | 2012-09-30 | $0 |
Total of all expenses incurred | 2012-09-30 | $126,211 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $110,441 |
Value of total corrective distributions | 2012-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $421,824 |
Value of total assets at end of year | 2012-09-30 | $4,866,429 |
Value of total assets at beginning of year | 2012-09-30 | $3,796,353 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $15,770 |
Total income from rents | 2012-09-30 | $0 |
Total interest from all sources | 2012-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-09-30 | $0 |
Administrative expenses professional fees incurred | 2012-09-30 | $0 |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $380,000 |
If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Amount of non-exempt transactions with any party-in-interest | 2012-09-30 | $0 |
Contributions received from participants | 2012-09-30 | $272,217 |
Participant contributions at end of year | 2012-09-30 | $5,664 |
Participant contributions at beginning of year | 2012-09-30 | $4,409 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-09-30 | $10,616 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-09-30 | $0 |
Other income not declared elsewhere | 2012-09-30 | $135 |
Administrative expenses (other) incurred | 2012-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $1,070,076 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $4,866,429 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $3,796,353 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2012-09-30 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2012-09-30 | $0 |
Investment advisory and management fees | 2012-09-30 | $0 |
Value of interest in pooled separate accounts at end of year | 2012-09-30 | $3,779,914 |
Value of interest in pooled separate accounts at beginning of year | 2012-09-30 | $2,843,214 |
Income. Interest from loans (other than to participants) | 2012-09-30 | $0 |
Interest earned on other investments | 2012-09-30 | $0 |
Income. Interest from US Government securities | 2012-09-30 | $0 |
Income. Interest from corporate debt instruments | 2012-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2012-09-30 | $1,079,435 |
Value of interest in common/collective trusts at beginning of year | 2012-09-30 | $947,628 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-09-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-09-30 | $754,414 |
Net investment gain or loss from common/collective trusts | 2012-09-30 | $19,914 |
Net gain/loss from 103.12 investment entities | 2012-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Contributions received in cash from employer | 2012-09-30 | $138,991 |
Employer contributions (assets) at end of year | 2012-09-30 | $1,416 |
Employer contributions (assets) at beginning of year | 2012-09-30 | $1,102 |
Income. Dividends from preferred stock | 2012-09-30 | $0 |
Income. Dividends from common stock | 2012-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $110,441 |
Contract administrator fees | 2012-09-30 | $15,770 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-09-30 | $0 |
Did the plan have assets held for investment | 2012-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Aggregate proceeds on sale of assets | 2012-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-09-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Unqualified |
Accountancy firm name | 2012-09-30 | ANGLIN REICHMANN SNELLGROVE & ARMST |
Accountancy firm EIN | 2012-09-30 | 631262841 |
2011 : JESSE STUTTS INC PROFIT SHARING PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-09-30 | $0 |
Total transfer of assets to this plan | 2011-09-30 | $0 |
Total transfer of assets from this plan | 2011-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total income from all sources (including contributions) | 2011-09-30 | $479,387 |
Total loss/gain on sale of assets | 2011-09-30 | $0 |
Total of all expenses incurred | 2011-09-30 | $344,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $329,526 |
Value of total corrective distributions | 2011-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $449,376 |
Value of total assets at end of year | 2011-09-30 | $3,796,353 |
Value of total assets at beginning of year | 2011-09-30 | $3,661,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $15,355 |
Total income from rents | 2011-09-30 | $0 |
Total interest from all sources | 2011-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-09-30 | $0 |
Administrative expenses professional fees incurred | 2011-09-30 | $0 |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $375,000 |
If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
Amount of non-exempt transactions with any party-in-interest | 2011-09-30 | $0 |
Contributions received from participants | 2011-09-30 | $239,392 |
Participant contributions at end of year | 2011-09-30 | $4,409 |
Participant contributions at beginning of year | 2011-09-30 | $3,889 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-09-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-09-30 | $0 |
Other income not declared elsewhere | 2011-09-30 | $0 |
Administrative expenses (other) incurred | 2011-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2011-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Value of net income/loss | 2011-09-30 | $134,506 |
Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $3,796,353 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $3,661,847 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2011-09-30 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2011-09-30 | $0 |
Investment advisory and management fees | 2011-09-30 | $0 |
Value of interest in pooled separate accounts at end of year | 2011-09-30 | $2,843,214 |
Value of interest in pooled separate accounts at beginning of year | 2011-09-30 | $2,790,795 |
Income. Interest from loans (other than to participants) | 2011-09-30 | $0 |
Interest earned on other investments | 2011-09-30 | $0 |
Income. Interest from US Government securities | 2011-09-30 | $0 |
Income. Interest from corporate debt instruments | 2011-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2011-09-30 | $947,628 |
Value of interest in common/collective trusts at beginning of year | 2011-09-30 | $771,726 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-09-30 | $94,465 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-09-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-09-30 | $11,039 |
Net investment gain or loss from common/collective trusts | 2011-09-30 | $18,972 |
Net gain/loss from 103.12 investment entities | 2011-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
Contributions received in cash from employer | 2011-09-30 | $209,984 |
Employer contributions (assets) at end of year | 2011-09-30 | $1,102 |
Employer contributions (assets) at beginning of year | 2011-09-30 | $972 |
Income. Dividends from preferred stock | 2011-09-30 | $0 |
Income. Dividends from common stock | 2011-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $329,526 |
Contract administrator fees | 2011-09-30 | $15,355 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-09-30 | $0 |
Did the plan have assets held for investment | 2011-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
Aggregate proceeds on sale of assets | 2011-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-09-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Disclaimer |
Accountancy firm name | 2011-09-30 | ANGLIN REICHMANN SNELLGROVE & ARMST |
Accountancy firm EIN | 2011-09-30 | 631262841 |
2021: JESSE STUTTS INC PROFIT SHARING PLAN 2021 form 5500 responses | ||
---|---|---|
2021-10-01 | Type of plan entity | Single employer plan |
2021-10-01 | Submission has been amended | No |
2021-10-01 | This submission is the final filing | No |
2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-10-01 | Plan is a collectively bargained plan | No |
2021-10-01 | Plan funding arrangement – Trust | Yes |
2021-10-01 | Plan benefit arrangement - Trust | Yes |
2020: JESSE STUTTS INC PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-10-01 | Type of plan entity | Single employer plan |
2020-10-01 | Submission has been amended | No |
2020-10-01 | This submission is the final filing | No |
2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-10-01 | Plan is a collectively bargained plan | No |
2020-10-01 | Plan funding arrangement – Trust | Yes |
2020-10-01 | Plan benefit arrangement - Trust | Yes |
2019: JESSE STUTTS INC PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-10-01 | Type of plan entity | Single employer plan |
2019-10-01 | Submission has been amended | No |
2019-10-01 | This submission is the final filing | No |
2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-10-01 | Plan is a collectively bargained plan | No |
2019-10-01 | Plan funding arrangement – Trust | Yes |
2019-10-01 | Plan benefit arrangement - Trust | Yes |
2018: JESSE STUTTS INC PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-10-01 | Type of plan entity | Single employer plan |
2018-10-01 | Submission has been amended | No |
2018-10-01 | This submission is the final filing | No |
2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-10-01 | Plan is a collectively bargained plan | No |
2018-10-01 | Plan funding arrangement – Trust | Yes |
2018-10-01 | Plan benefit arrangement - Trust | Yes |
2017: JESSE STUTTS INC PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan is a collectively bargained plan | No |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: JESSE STUTTS INC PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | No |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: JESSE STUTTS INC PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: JESSE STUTTS INC PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Insurance | Yes |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement – Insurance | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: JESSE STUTTS INC PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Insurance | Yes |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement – Insurance | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: JESSE STUTTS INC PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Insurance | Yes |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement – Insurance | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: JESSE STUTTS INC PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | Yes |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | No |
2011-10-01 | Plan funding arrangement – Insurance | Yes |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement – Insurance | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2010: JESSE STUTTS INC PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-10-01 | Type of plan entity | Single employer plan |
2010-10-01 | This submission is the final filing | No |
2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-10-01 | Plan is a collectively bargained plan | No |
2010-10-01 | Plan funding arrangement – Insurance | Yes |
2010-10-01 | Plan funding arrangement – Trust | Yes |
2010-10-01 | Plan benefit arrangement – Insurance | Yes |
2010-10-01 | Plan benefit arrangement - Trust | Yes |