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J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJ&W NUT BUYERS DEFINED BENEFIT PENSION PLAN
Plan identification number 001

J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WENDY G LOPEZ & JOSEPH A LOPEZ has sponsored the creation of one or more 401k plans.

Company Name:WENDY G LOPEZ & JOSEPH A LOPEZ
Employer identification number (EIN):680359059
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JOSEPH A LOPEZ JOSEPH A LOPEZ2013-05-07
0012011-01-01PENSION FILERS
0012009-01-01ASSOCIATED PENSION CONSULTANTS

Financial Data on J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN

Measure Date Value
2016 : J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-11-17$0
Total plan liabilities at beginning of year2016-11-17$0
Total income from all sources2016-11-17$4,694
Expenses. Total of all expenses incurred2016-11-17$2,098,551
Benefits paid (including direct rollovers)2016-11-17$2,098,549
Total plan assets at end of year2016-11-17$0
Total plan assets at beginning of year2016-11-17$2,093,857
Assets. Value of loans (other than to participants)2016-11-17$0
Other income received2016-11-17$4,694
Net income (gross income less expenses)2016-11-17$-2,093,857
Net plan assets at end of year (total assets less liabilities)2016-11-17$0
Net plan assets at beginning of year (total assets less liabilities)2016-11-17$2,093,857
Assets. Value of real-estate (other than employer real property)2016-11-17$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-17$2
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-17$200,000
2015 : J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$72,435
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,093,857
Total plan assets at beginning of year2015-12-31$2,021,422
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$2,400
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-42,565
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$72,435
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,093,857
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,021,422
Assets. Value of real-estate (other than employer real property)2015-12-31$200,000
Total contributions received or receivable from employer(s)2015-12-31$115,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$202,772
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$2,021,422
Total plan assets at beginning of year2014-12-31$1,818,650
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$63,022
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$202,772
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,021,422
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,818,650
Assets. Value of real-estate (other than employer real property)2014-12-31$253,800
Total contributions received or receivable from employer(s)2014-12-31$139,750
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$262,559
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,818,650
Total plan assets at beginning of year2013-12-31$1,556,091
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$111,631
Net income (gross income less expenses)2013-12-31$262,559
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,818,650
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,556,091
Assets. Value of real-estate (other than employer real property)2013-12-31$250,000
Total contributions received or receivable from employer(s)2013-12-31$150,928
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$275,976
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$1,556,091
Total plan assets at beginning of year2012-12-31$1,280,115
Other income received2012-12-31$75,976
Net income (gross income less expenses)2012-12-31$275,976
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,556,091
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,280,115
Assets. Value of real-estate (other than employer real property)2012-12-31$250,000
Total contributions received or receivable from employer(s)2012-12-31$200,000
2011 : J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$199,137
Total plan assets at end of year2011-12-31$1,280,115
Total plan assets at beginning of year2011-12-31$1,080,978
Other income received2011-12-31$-25,863
Net income (gross income less expenses)2011-12-31$199,137
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,280,115
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,080,978
Assets. Value of real-estate (other than employer real property)2011-12-31$250,000
Total contributions received or receivable from employer(s)2011-12-31$225,000
2010 : J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$168,051
Expenses. Total of all expenses incurred2010-12-31$517,721
Benefits paid (including direct rollovers)2010-12-31$517,721
Total plan assets at end of year2010-12-31$1,080,978
Total plan assets at beginning of year2010-12-31$1,430,648
Other income received2010-12-31$30,051
Net income (gross income less expenses)2010-12-31$-349,670
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,080,978
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,430,648
Assets. Value of real-estate (other than employer real property)2010-12-31$300,000
Total contributions received or receivable from employer(s)2010-12-31$138,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN

2016: J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J&W NUT BUYERS DEFINED BENEFIT PENSION 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: J&W NUT BUYERS DEFINED BENEFIT PENSION 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: J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: J&W NUT BUYERS DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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