JACKSON IRON & METAL COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN
401k plan membership statisitcs for JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN
Measure | Date | Value |
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2022 : JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-1,383,811 |
Total of all expenses incurred | 2022-12-31 | $415,077 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $359,645 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $8,455 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,014,418 |
Value of total assets at end of year | 2022-12-31 | $12,554,643 |
Value of total assets at beginning of year | 2022-12-31 | $14,353,531 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $46,977 |
Total interest from all sources | 2022-12-31 | $14,371 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $379,395 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $379,395 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $656,937 |
Participant contributions at end of year | 2022-12-31 | $81,571 |
Participant contributions at beginning of year | 2022-12-31 | $52,792 |
Participant contributions at end of year | 2022-12-31 | $95,552 |
Participant contributions at beginning of year | 2022-12-31 | $61,766 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $90,012 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,798,888 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,554,643 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $14,353,531 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,246,234 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $13,261,842 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $4,311 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $10,060 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,085,728 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $969,451 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,791,995 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $267,469 |
Employer contributions (assets) at end of year | 2022-12-31 | $45,558 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $7,680 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $359,645 |
Contract administrator fees | 2022-12-31 | $46,977 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HORNE, LLP |
Accountancy firm EIN | 2022-12-31 | 201941244 |
2021 : JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $2,272,427 |
Total of all expenses incurred | 2021-12-31 | $546,938 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $480,672 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $19,904 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $775,125 |
Value of total assets at end of year | 2021-12-31 | $14,353,531 |
Value of total assets at beginning of year | 2021-12-31 | $12,628,042 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $46,362 |
Total interest from all sources | 2021-12-31 | $12,443 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $608,894 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $608,894 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $570,898 |
Participant contributions at end of year | 2021-12-31 | $52,792 |
Participant contributions at beginning of year | 2021-12-31 | $70,643 |
Participant contributions at end of year | 2021-12-31 | $61,766 |
Participant contributions at beginning of year | 2021-12-31 | $54,018 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,725,489 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $14,353,531 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,628,042 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $13,261,842 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $11,507,381 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $3,630 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $8,813 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $969,451 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $977,573 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $875,965 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $204,227 |
Employer contributions (assets) at end of year | 2021-12-31 | $7,680 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $18,427 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $480,672 |
Contract administrator fees | 2021-12-31 | $46,362 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HORNE, LLP |
Accountancy firm EIN | 2021-12-31 | 201941244 |
2020 : JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN 2020 401k financial data |
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Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,764 |
Total income from all sources (including contributions) | 2020-12-31 | $1,798,519 |
Total of all expenses incurred | 2020-12-31 | $1,050,687 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,001,557 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $13,884 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $743,612 |
Value of total assets at end of year | 2020-12-31 | $12,628,042 |
Value of total assets at beginning of year | 2020-12-31 | $11,884,974 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $35,246 |
Total interest from all sources | 2020-12-31 | $18,454 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $283,182 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $283,182 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $510,379 |
Participant contributions at end of year | 2020-12-31 | $70,643 |
Participant contributions at beginning of year | 2020-12-31 | $103,101 |
Participant contributions at end of year | 2020-12-31 | $54,018 |
Participant contributions at beginning of year | 2020-12-31 | $45,972 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $36,908 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $4,764 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $747,832 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $12,628,042 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,880,210 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $11,507,381 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,792,105 |
Interest on participant loans | 2020-12-31 | $4,521 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $13,933 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $977,573 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $926,394 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $753,271 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $196,325 |
Employer contributions (assets) at end of year | 2020-12-31 | $18,427 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $17,402 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,001,557 |
Contract administrator fees | 2020-12-31 | $35,246 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HORNE, LLP |
Accountancy firm EIN | 2020-12-31 | 201941244 |
2019 : JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,764 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,764 |
Total income from all sources (including contributions) | 2019-12-31 | $2,686,082 |
Total income from all sources (including contributions) | 2019-12-31 | $2,686,082 |
Total of all expenses incurred | 2019-12-31 | $564,586 |
Total of all expenses incurred | 2019-12-31 | $564,586 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $516,491 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $516,491 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $12,571 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $12,571 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $708,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $708,851 |
Value of total assets at end of year | 2019-12-31 | $11,884,974 |
Value of total assets at end of year | 2019-12-31 | $11,884,974 |
Value of total assets at beginning of year | 2019-12-31 | $9,758,714 |
Value of total assets at beginning of year | 2019-12-31 | $9,758,714 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $35,524 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $35,524 |
Total interest from all sources | 2019-12-31 | $24,017 |
Total interest from all sources | 2019-12-31 | $24,017 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $286,500 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $286,500 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $286,500 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $286,500 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $512,018 |
Participant contributions at end of year | 2019-12-31 | $103,101 |
Participant contributions at end of year | 2019-12-31 | $103,101 |
Participant contributions at beginning of year | 2019-12-31 | $100,961 |
Participant contributions at end of year | 2019-12-31 | $45,972 |
Participant contributions at end of year | 2019-12-31 | $45,972 |
Participant contributions at beginning of year | 2019-12-31 | $467 |
Participant contributions at beginning of year | 2019-12-31 | $467 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $4,764 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,121,496 |
Value of net income/loss | 2019-12-31 | $2,121,496 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,880,210 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,758,714 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,758,714 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $35,524 |
Investment advisory and management fees | 2019-12-31 | $35,524 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,792,105 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,737,859 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,737,859 |
Interest on participant loans | 2019-12-31 | $5,820 |
Interest on participant loans | 2019-12-31 | $5,820 |
Interest earned on other investments | 2019-12-31 | $18,197 |
Interest earned on other investments | 2019-12-31 | $18,197 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $926,394 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $919,118 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $919,118 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,666,714 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,666,714 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $196,833 |
Employer contributions (assets) at end of year | 2019-12-31 | $17,402 |
Employer contributions (assets) at end of year | 2019-12-31 | $17,402 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $309 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $309 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $516,491 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $516,491 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HORNE, LLP |
Accountancy firm name | 2019-12-31 | HORNE, LLP |
Accountancy firm EIN | 2019-12-31 | 201941244 |
Accountancy firm EIN | 2019-12-31 | 201941244 |
2018 : JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN 2018 401k financial data |
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Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $900 |
Total income from all sources (including contributions) | 2018-12-31 | $318,748 |
Total of all expenses incurred | 2018-12-31 | $549,576 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $500,699 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $13,604 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $831,375 |
Value of total assets at end of year | 2018-12-31 | $9,758,714 |
Value of total assets at beginning of year | 2018-12-31 | $9,990,442 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $35,273 |
Total interest from all sources | 2018-12-31 | $16,246 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $473,796 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $473,796 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $522,092 |
Participant contributions at end of year | 2018-12-31 | $100,961 |
Participant contributions at beginning of year | 2018-12-31 | $150,755 |
Participant contributions at end of year | 2018-12-31 | $467 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $109,340 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $900 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-230,828 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,758,714 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,989,542 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,737,859 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,961,709 |
Interest on participant loans | 2018-12-31 | $6,253 |
Interest earned on other investments | 2018-12-31 | $9,993 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $919,118 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $877,978 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,002,669 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $199,943 |
Employer contributions (assets) at end of year | 2018-12-31 | $309 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $500,699 |
Contract administrator fees | 2018-12-31 | $35,273 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HORNE LLP |
Accountancy firm EIN | 2018-12-31 | 201941244 |
2017 : JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $8,752,880 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $900 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $10,396 |
Total income from all sources (including contributions) | 2017-12-31 | $4,368,070 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,346,794 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,300,657 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $3,168 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,821,706 |
Value of total assets at end of year | 2017-12-31 | $9,990,442 |
Value of total assets at beginning of year | 2017-12-31 | $16,731,542 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $42,969 |
Total interest from all sources | 2017-12-31 | $26,533 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $365,232 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $365,232 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,087,093 |
Participant contributions at end of year | 2017-12-31 | $150,755 |
Participant contributions at beginning of year | 2017-12-31 | $347,461 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $242,863 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $900 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $10,396 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,021,276 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,989,542 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $16,721,146 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $42,969 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $8,961,709 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $14,218,903 |
Interest on participant loans | 2017-12-31 | $12,739 |
Interest earned on other investments | 2017-12-31 | $13,794 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $877,978 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $2,165,178 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,154,599 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $491,750 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,300,657 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HORNE LLP |
Accountancy firm EIN | 2017-12-31 | 201941244 |
2016 : JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $10,396 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,347 |
Total income from all sources (including contributions) | 2016-12-31 | $2,897,955 |
Total of all expenses incurred | 2016-12-31 | $1,635,405 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,621,920 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $2,148 |
Value of total corrective distributions | 2016-12-31 | $7,049 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,723,042 |
Value of total assets at end of year | 2016-12-31 | $16,731,542 |
Value of total assets at beginning of year | 2016-12-31 | $15,461,943 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,288 |
Total interest from all sources | 2016-12-31 | $42,666 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $666,431 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $666,431 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,111,181 |
Participant contributions at end of year | 2016-12-31 | $347,461 |
Participant contributions at beginning of year | 2016-12-31 | $455,566 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $100,309 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $10,396 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $3,347 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,262,550 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $16,721,146 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $15,458,596 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $14,218,903 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $12,963,428 |
Interest on participant loans | 2016-12-31 | $17,688 |
Interest earned on other investments | 2016-12-31 | $24,978 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $2,165,178 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $2,042,949 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $465,816 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $511,552 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,621,920 |
Contract administrator fees | 2016-12-31 | $4,288 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HORNE LLP |
Accountancy firm EIN | 2016-12-31 | 201941244 |
2015 : JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,347 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $12,413 |
Total income from all sources (including contributions) | 2015-12-31 | $1,634,492 |
Total of all expenses incurred | 2015-12-31 | $1,688,654 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,636,457 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $47,409 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,683,943 |
Value of total assets at end of year | 2015-12-31 | $15,461,943 |
Value of total assets at beginning of year | 2015-12-31 | $15,525,171 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,788 |
Total interest from all sources | 2015-12-31 | $946,505 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,129,298 |
Participant contributions at end of year | 2015-12-31 | $455,566 |
Participant contributions at beginning of year | 2015-12-31 | $487,617 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $117,576 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $-603 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $3,347 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $12,413 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-54,162 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $15,458,596 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $15,512,758 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $4,788 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $12,963,428 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $13,522,269 |
Interest on participant loans | 2015-12-31 | $20,143 |
Interest earned on other investments | 2015-12-31 | $926,362 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $2,042,949 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,515,285 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-995,956 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $437,069 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,637,060 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HORNE LLP |
Accountancy firm EIN | 2015-12-31 | 201941244 |
2014 : JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data |
---|
Total transfer of assets to this plan | 2014-12-31 | $2,936 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $12,413 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $21,756 |
Total income from all sources (including contributions) | 2014-12-31 | $2,296,363 |
Total of all expenses incurred | 2014-12-31 | $916,570 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $854,221 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $59,653 |
Value of total corrective distributions | 2014-12-31 | $-2,692 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,524,096 |
Value of total assets at end of year | 2014-12-31 | $15,525,171 |
Value of total assets at beginning of year | 2014-12-31 | $14,151,785 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,388 |
Total interest from all sources | 2014-12-31 | $18,035 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $951,471 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $951,471 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,068,744 |
Participant contributions at end of year | 2014-12-31 | $487,617 |
Participant contributions at beginning of year | 2014-12-31 | $418,805 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $62,080 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $12,413 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $21,756 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,379,793 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $15,512,758 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,130,029 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $13,522,269 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $12,242,508 |
Interest on participant loans | 2014-12-31 | $18,035 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,515,285 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,490,472 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-197,239 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $393,272 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $854,221 |
Contract administrator fees | 2014-12-31 | $5,388 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HORNE LLP |
Accountancy firm EIN | 2014-12-31 | 201941244 |
2013 : JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $21,756 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $17,004 |
Total income from all sources (including contributions) | 2013-12-31 | $3,387,906 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $981,571 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $943,814 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $10,688 |
Value of total corrective distributions | 2013-12-31 | $21,756 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,215,738 |
Value of total assets at end of year | 2013-12-31 | $14,151,785 |
Value of total assets at beginning of year | 2013-12-31 | $11,740,698 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,313 |
Total interest from all sources | 2013-12-31 | $15,708 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $674,548 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $674,548 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $938,601 |
Participant contributions at end of year | 2013-12-31 | $418,805 |
Participant contributions at beginning of year | 2013-12-31 | $358,188 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $10 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $21,756 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $17,004 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,406,335 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $14,130,029 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,723,694 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $12,242,508 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $10,061,262 |
Interest on participant loans | 2013-12-31 | $15,708 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,490,472 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,321,228 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,481,912 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $277,137 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $10 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $943,814 |
Contract administrator fees | 2013-12-31 | $5,313 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HORNE LLP |
Accountancy firm EIN | 2013-12-31 | 201941244 |
2012 : JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $17,004 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,267 |
Total income from all sources (including contributions) | 2012-12-31 | $2,461,407 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $564,361 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $539,167 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $14,012 |
Value of total corrective distributions | 2012-12-31 | $6,194 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,306,549 |
Value of total assets at end of year | 2012-12-31 | $11,740,698 |
Value of total assets at beginning of year | 2012-12-31 | $9,827,915 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,988 |
Total interest from all sources | 2012-12-31 | $12,337 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $339,118 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $981,525 |
Participant contributions at end of year | 2012-12-31 | $358,188 |
Participant contributions at beginning of year | 2012-12-31 | $248,928 |
Participant contributions at end of year | 2012-12-31 | $10 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $34,332 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $17,004 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,267 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,897,046 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $11,723,694 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,826,648 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $10,061,262 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,299,642 |
Interest on participant loans | 2012-12-31 | $12,337 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,321,228 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,279,345 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $803,403 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $290,692 |
Employer contributions (assets) at end of year | 2012-12-31 | $10 |
Income. Dividends from common stock | 2012-12-31 | $339,118 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $539,167 |
Contract administrator fees | 2012-12-31 | $4,988 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HORNE, LLP |
Accountancy firm EIN | 2012-12-31 | 201941244 |
2011 : JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,267 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $23 |
Total income from all sources (including contributions) | 2011-12-31 | $908,725 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,085,017 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,065,870 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $14,222 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,115,240 |
Value of total assets at end of year | 2011-12-31 | $9,827,915 |
Value of total assets at beginning of year | 2011-12-31 | $10,002,963 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,925 |
Total interest from all sources | 2011-12-31 | $12,913 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $654,152 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $654,152 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $883,815 |
Participant contributions at end of year | 2011-12-31 | $248,928 |
Participant contributions at beginning of year | 2011-12-31 | $274,922 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $4,129 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,267 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $23 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-176,292 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,826,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,002,940 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,299,642 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,379,291 |
Interest on participant loans | 2011-12-31 | $12,913 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,279,345 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,348,750 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-873,580 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $227,296 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,065,870 |
Contract administrator fees | 2011-12-31 | $4,925 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HORNE, LLP |
Accountancy firm EIN | 2011-12-31 | 201941244 |
2010 : JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $23 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $551 |
Total income from all sources (including contributions) | 2010-12-31 | $1,724,491 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $713,671 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $694,774 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $14,722 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $798,572 |
Value of total assets at end of year | 2010-12-31 | $10,002,963 |
Value of total assets at beginning of year | 2010-12-31 | $8,992,671 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,175 |
Total interest from all sources | 2010-12-31 | $16,408 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $746,181 |
Participant contributions at end of year | 2010-12-31 | $274,922 |
Participant contributions at beginning of year | 2010-12-31 | $292,467 |
Participant contributions at beginning of year | 2010-12-31 | $15,546 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $1,293,401 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $23 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $551 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,010,820 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,002,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,992,120 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $8,379,291 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,391,257 |
Interest on participant loans | 2010-12-31 | $16,408 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,348,750 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $909,511 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $52,391 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $694,774 |
Contract administrator fees | 2010-12-31 | $4,175 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HORNE, LLP |
Accountancy firm EIN | 2010-12-31 | 201941244 |