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JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameJONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN
Plan identification number 001

JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:JONES LUMBER COMPANY, INC.
Employer identification number (EIN):640531064
NAIC Classification:321900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012017-01-01
0012016-01-01
0012016-01-01
0012015-01-01MISHA NEWELL
0012015-01-01MISHA NEWELL
0012014-01-01
0012013-01-01
0012012-04-30JEREMY JONES JEREMY JONES2013-10-11
0012011-04-30JEREMY JONES JEREMY JONES2013-02-14
0012010-04-30JEREMY JONES JEREMY JONES2012-02-06
0012009-04-30LISA JONES LISA JONES2011-02-14

Plan Statistics for JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN

Measure Date Value
2017: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01563
Total number of active participants reported on line 7a of the Form 55002017-01-01869
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01134
Total of all active and inactive participants2017-01-011,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,005
Number of participants with account balances2017-01-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01490
Total number of active participants reported on line 7a of the Form 55002016-01-01379
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01122
Total of all active and inactive participants2016-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01504
Number of participants with account balances2016-01-01504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01475
Total number of active participants reported on line 7a of the Form 55002015-01-01373
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01116
Total of all active and inactive participants2015-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01490
Number of participants with account balances2015-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01424
Total number of active participants reported on line 7a of the Form 55002014-01-01311
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01121
Total of all active and inactive participants2014-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01432
Number of participants with account balances2014-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01401
Total number of active participants reported on line 7a of the Form 55002013-01-01282
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01125
Total of all active and inactive participants2013-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01407
Number of participants with account balances2013-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-30411
Total number of active participants reported on line 7a of the Form 55002012-04-30260
Number of retired or separated participants receiving benefits2012-04-300
Number of other retired or separated participants entitled to future benefits2012-04-30132
Total of all active and inactive participants2012-04-30392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-301
Total participants2012-04-30393
Number of participants with account balances2012-04-30343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-301
2011: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-30392
Total number of active participants reported on line 7a of the Form 55002011-04-30249
Number of retired or separated participants receiving benefits2011-04-300
Number of other retired or separated participants entitled to future benefits2011-04-30126
Total of all active and inactive participants2011-04-30375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-300
Total participants2011-04-30375
Number of participants with account balances2011-04-30323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-301
2010: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-30442
Total number of active participants reported on line 7a of the Form 55002010-04-30256
Number of retired or separated participants receiving benefits2010-04-300
Number of other retired or separated participants entitled to future benefits2010-04-30105
Total of all active and inactive participants2010-04-30361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-300
Total participants2010-04-30361
Number of participants with account balances2010-04-30316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-302
2009: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-30436
Total number of active participants reported on line 7a of the Form 55002009-04-30260
Number of other retired or separated participants entitled to future benefits2009-04-30165
Total of all active and inactive participants2009-04-30425
Total participants2009-04-30425
Number of participants with account balances2009-04-30372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-3015

Financial Data on JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN

Measure Date Value
2017 : JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,110,025
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$980,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$896,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,997,883
Value of total assets at end of year2017-12-31$15,015,690
Value of total assets at beginning of year2017-12-31$10,886,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$83,885
Total interest from all sources2017-12-31$11
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$189,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$189,878
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,559,767
Participant contributions at end of year2017-12-31$163,874
Participant contributions at beginning of year2017-12-31$91,019
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$252,784
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$272,854
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$128,906
Administrative expenses (other) incurred2017-12-31$83,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,129,390
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,015,690
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,886,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,330,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,538,253
Value of interest in common/collective trusts at end of year2017-12-31$103,367
Value of interest in common/collective trusts at beginning of year2017-12-31$40,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$14,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$14,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,921,033
Net investment gain or loss from common/collective trusts2017-12-31$1,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,185,332
Employer contributions (assets) at end of year2017-12-31$131,105
Employer contributions (assets) at beginning of year2017-12-31$73,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$896,750
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2017-12-31752919818
2016 : JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,833
Total income from all sources (including contributions)2016-12-31$2,908,666
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$520,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$458,451
Value of total corrective distributions2016-12-31$217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,176,971
Value of total assets at end of year2016-12-31$10,886,300
Value of total assets at beginning of year2016-12-31$8,506,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$61,665
Total interest from all sources2016-12-31$145,969
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,156,007
Participant contributions at end of year2016-12-31$91,019
Participant contributions at beginning of year2016-12-31$40,296
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$133,326
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$128,906
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$61,665
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,388,333
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,886,300
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,497,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,538,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,386,042
Income. Interest from corporate debt instruments2016-12-31$145,969
Value of interest in common/collective trusts at end of year2016-12-31$40,352
Value of interest in common/collective trusts at beginning of year2016-12-31$28,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$14,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$20,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$20,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$585,727
Net investment gain or loss from common/collective trusts2016-12-31$-1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$887,638
Employer contributions (assets) at end of year2016-12-31$73,544
Employer contributions (assets) at beginning of year2016-12-31$31,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$458,451
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$8,833
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2016-12-31752919818
2015 : JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,833
Total income from all sources (including contributions)2015-12-31$1,560,402
Total of all expenses incurred2015-12-31$897,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$879,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,498,424
Value of total assets at end of year2015-12-31$8,506,800
Value of total assets at beginning of year2015-12-31$7,844,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,761
Total interest from all sources2015-12-31$5,311
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$94,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$94,762
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$130,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$822,746
Participant contributions at end of year2015-12-31$40,296
Participant contributions at beginning of year2015-12-31$2,524
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$26,225
Administrative expenses (other) incurred2015-12-31$18,761
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$15,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$662,609
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,497,967
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,835,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,386,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,824,346
Interest earned on other investments2015-12-31$5,293
Value of interest in common/collective trusts at end of year2015-12-31$28,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$20,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-38,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$649,453
Employer contributions (assets) at end of year2015-12-31$31,262
Employer contributions (assets) at beginning of year2015-12-31$2,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$879,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at end of year2015-12-31$8,833
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$8,833
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TOPP MCWHORTER HARVEY, PLLC
Accountancy firm EIN2015-12-31205857627
2014 : JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,833
Total income from all sources (including contributions)2014-12-31$1,534,559
Total of all expenses incurred2014-12-31$436,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$434,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,253,508
Value of total assets at end of year2014-12-31$7,844,191
Value of total assets at beginning of year2014-12-31$6,746,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$130,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$681,485
Participant contributions at end of year2014-12-31$2,524
Participant contributions at beginning of year2014-12-31$581
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$20,323
Total non interest bearing cash at end of year2014-12-31$15,128
Total non interest bearing cash at beginning of year2014-12-31$15,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,097,976
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,835,358
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,737,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,824,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,729,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$281,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$551,700
Employer contributions (assets) at end of year2014-12-31$2,193
Employer contributions (assets) at beginning of year2014-12-31$538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$434,933
Contract administrator fees2014-12-31$1,650
Liabilities. Value of benefit claims payable at end of year2014-12-31$8,833
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$8,833
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31NICHOLSON & COMPANY, PLLC
Accountancy firm EIN2014-12-31205857627
2013 : JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,833
Total income from all sources (including contributions)2013-12-31$2,017,766
Total of all expenses incurred2013-12-31$546,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$540,187
Value of total corrective distributions2013-12-31$4,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,152,829
Value of total assets at end of year2013-12-31$6,746,215
Value of total assets at beginning of year2013-12-31$5,275,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$130,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$616,061
Participant contributions at end of year2013-12-31$581
Participant contributions at beginning of year2013-12-31$25,106
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$44,511
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,277
Total non interest bearing cash at end of year2013-12-31$15,128
Total non interest bearing cash at beginning of year2013-12-31$12,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,471,058
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,737,382
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,266,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,729,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,219,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$864,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$492,257
Employer contributions (assets) at end of year2013-12-31$538
Employer contributions (assets) at beginning of year2013-12-31$16,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$540,187
Contract administrator fees2013-12-31$2,350
Liabilities. Value of benefit claims payable at end of year2013-12-31$8,833
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$8,833
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31NICHOLSON & COMPANY, PLLC
Accountancy firm EIN2013-12-31205857627
2012 : JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,015,204
Total of all expenses incurred2012-12-31$519,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$506,686
Value of total corrective distributions2012-12-31$1,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$740,114
Value of total assets at end of year2012-12-31$5,275,157
Value of total assets at beginning of year2012-12-31$4,771,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$130,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$413,299
Participant contributions at end of year2012-12-31$25,106
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,277
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,277
Total non interest bearing cash at end of year2012-12-31$12,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$495,224
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,266,324
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,771,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,219,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,771,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$275,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$325,538
Employer contributions (assets) at end of year2012-12-31$16,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$506,686
Contract administrator fees2012-12-31$11,744
Liabilities. Value of benefit claims payable at end of year2012-12-31$8,833
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31NICHOLSON & COMPANY, PLLC
Accountancy firm EIN2012-12-31205857627
Total unrealized appreciation/depreciation of assets2012-04-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-29$0
Total income from all sources (including contributions)2012-04-29$848,679
Total loss/gain on sale of assets2012-04-29$0
Total of all expenses incurred2012-04-29$389,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-29$327,692
Value of total corrective distributions2012-04-29$8,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-29$772,809
Value of total assets at end of year2012-04-29$4,771,100
Value of total assets at beginning of year2012-04-29$4,312,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-29$53,764
Total interest from all sources2012-04-29$0
Total dividends received (eg from common stock, registered investment company shares)2012-04-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-29No
Was this plan covered by a fidelity bond2012-04-29Yes
Value of fidelity bond cover2012-04-29$130,000
Were there any nonexempt tranactions with any party-in-interest2012-04-29No
Contributions received from participants2012-04-29$420,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-29No
Value of net income/loss2012-04-29$458,801
Value of net assets at end of year (total assets less liabilities)2012-04-29$4,771,100
Value of net assets at beginning of year (total assets less liabilities)2012-04-29$4,312,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-29No
Were any leases to which the plan was party in default or uncollectible2012-04-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-29$4,771,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-29$3,845,503
Value of interest in common/collective trusts at beginning of year2012-04-29$466,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-29$75,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-29No
Was there a failure to transmit to the plan any participant contributions2012-04-29No
Has the plan failed to provide any benefit when due under the plan2012-04-29No
Contributions received in cash from employer2012-04-29$352,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-29$327,692
Contract administrator fees2012-04-29$53,764
Did the plan have assets held for investment2012-04-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-29Yes
Opinion of an independent qualified public accountant for this plan2012-04-29Disclaimer
Accountancy firm name2012-04-29NICHOLSON & COMPANY, PLLC
Accountancy firm EIN2012-04-29205857627
2011 : JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-04-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-29$0
Total income from all sources (including contributions)2011-04-29$1,195,107
Total loss/gain on sale of assets2011-04-29$0
Total of all expenses incurred2011-04-29$363,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-29$327,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-29$739,722
Value of total assets at end of year2011-04-29$4,312,299
Value of total assets at beginning of year2011-04-29$3,481,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-29$36,315
Total interest from all sources2011-04-29$0
Total dividends received (eg from common stock, registered investment company shares)2011-04-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-29No
Was this plan covered by a fidelity bond2011-04-29Yes
Value of fidelity bond cover2011-04-29$130,000
If this is an individual account plan, was there a blackout period2011-04-29No
Were there any nonexempt tranactions with any party-in-interest2011-04-29No
Contributions received from participants2011-04-29$403,951
Income. Received or receivable in cash from other sources (including rollovers)2011-04-29$15,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-29No
Value of net income/loss2011-04-29$831,269
Value of net assets at end of year (total assets less liabilities)2011-04-29$4,312,299
Value of net assets at beginning of year (total assets less liabilities)2011-04-29$3,481,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-29No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-29No
Were any leases to which the plan was party in default or uncollectible2011-04-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-29$4,312,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-29$3,481,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-29$455,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-29No
Was there a failure to transmit to the plan any participant contributions2011-04-29No
Has the plan failed to provide any benefit when due under the plan2011-04-29No
Contributions received in cash from employer2011-04-29$320,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-29$327,523
Contract administrator fees2011-04-29$36,315
Did the plan have assets held for investment2011-04-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-29Yes
Opinion of an independent qualified public accountant for this plan2011-04-29Disclaimer
Accountancy firm name2011-04-29NICHOLSON & COMPANY, PLLC
Accountancy firm EIN2011-04-29205857627

Form 5500 Responses for JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN

2017: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-04-30Type of plan entitySingle employer plan
2012-04-30Submission has been amendedNo
2012-04-30This submission is the final filingNo
2012-04-30This return/report is a short plan year return/report (less than 12 months)Yes
2012-04-30Plan is a collectively bargained planNo
2012-04-30Plan funding arrangement – TrustYes
2012-04-30Plan benefit arrangement - TrustYes
2011: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-04-30Type of plan entitySingle employer plan
2011-04-30Submission has been amendedNo
2011-04-30This submission is the final filingNo
2011-04-30This return/report is a short plan year return/report (less than 12 months)No
2011-04-30Plan is a collectively bargained planNo
2011-04-30Plan funding arrangement – TrustYes
2011-04-30Plan benefit arrangement - TrustYes
2010: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-04-30Type of plan entitySingle employer plan
2010-04-30Submission has been amendedNo
2010-04-30This submission is the final filingNo
2010-04-30This return/report is a short plan year return/report (less than 12 months)No
2010-04-30Plan is a collectively bargained planNo
2010-04-30Plan funding arrangement – TrustYes
2010-04-30Plan benefit arrangement - TrustYes
2009: JONES LUMBER COMPANY, INC., 401 (K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-04-30Type of plan entitySingle employer plan
2009-04-30Submission has been amendedNo
2009-04-30This submission is the final filingNo
2009-04-30This return/report is a short plan year return/report (less than 12 months)No
2009-04-30Plan is a collectively bargained planNo
2009-04-30Plan funding arrangement – TrustYes
2009-04-30Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number105770
Policy instance 1
Insurance contract or identification number105770
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-09-14
Total amount of commissions paid to insurance brokerUSD $26,767
Total amount of fees paid to insurance companyUSD $1,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,767
Insurance broker organization code?3
Amount paid for insurance broker fees1650
Insurance broker nameLOTT & COMPANY, INC.

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