?>
Logo

JACKSONS OF ENID SAVINGS INCENTIVE PLAN 401k Plan overview

Plan NameJACKSONS OF ENID SAVINGS INCENTIVE PLAN
Plan identification number 001

JACKSONS OF ENID SAVINGS INCENTIVE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JACKSONS OF ENID INC has sponsored the creation of one or more 401k plans.

Company Name:JACKSONS OF ENID INC
Employer identification number (EIN):731436234
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSONS OF ENID SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01CAROL ALDRICH2017-07-18
0012015-01-01KATIE OBREMSKI2016-07-28
0012014-01-01ASHLEY HOLDEN2015-06-23
0012013-01-01ROSE RAJKOWSKI2014-07-29
0012012-12-01JALENE JACKSON2013-10-17
0012011-12-01JALENE JACKSON2013-06-06
0012010-12-01JALENE JACKSON2012-09-06 JALENE JACKSON2012-09-06
0012008-12-01JALENE JACKSON
0012007-12-01JALENE JACKSON

Plan Statistics for JACKSONS OF ENID SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for JACKSONS OF ENID SAVINGS INCENTIVE PLAN

Measure Date Value
2008: JACKSONS OF ENID SAVINGS INCENTIVE PLAN 2008 401k membership
Total participants, beginning-of-year2008-12-0160
Total number of active participants reported on line 7a of the Form 55002008-12-0139
Number of retired or separated participants receiving benefits2008-12-019
Number of other retired or separated participants entitled to future benefits2008-12-010
Total of all active and inactive participants2008-12-0148
Total participants2008-12-0148
Number of participants with account balances2008-12-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-12-0111
2007: JACKSONS OF ENID SAVINGS INCENTIVE PLAN 2007 401k membership
Total participants, beginning-of-year2007-12-0156
Total number of active participants reported on line 7a of the Form 55002007-12-0147
Number of retired or separated participants receiving benefits2007-12-011
Number of other retired or separated participants entitled to future benefits2007-12-018
Total of all active and inactive participants2007-12-0156
Total participants2007-12-0156
Number of participants with account balances2007-12-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-12-019

Financial Data on JACKSONS OF ENID SAVINGS INCENTIVE PLAN

Measure Date Value
2009 : JACKSONS OF ENID SAVINGS INCENTIVE PLAN 2009 401k financial data
Total income from all sources2009-11-30$121,724
Expenses. Total of all expenses incurred2009-11-30$181,570
Benefits paid (including direct rollovers)2009-11-30$154,629
Total plan assets at end of year2009-11-30$638,737
Total plan assets at beginning of year2009-11-30$698,583
Total contributions received or receivable from participants2009-11-30$28,974
Expenses. Other expenses not covered elsewhere2009-11-30$3,053
Other income received2009-11-30$76,505
Net income (gross income less expenses)2009-11-30$-59,846
Net plan assets at end of year (total assets less liabilities)2009-11-30$638,737
Net plan assets at beginning of year (total assets less liabilities)2009-11-30$698,583
Assets. Value of participant loans2009-11-30$78,868
Total contributions received or receivable from employer(s)2009-11-30$16,245
Value of certain deemed distributions of participant loans2009-11-30$23,888
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-11-30$0
2008 : JACKSONS OF ENID SAVINGS INCENTIVE PLAN 2008 401k financial data
Total income from all sources2008-11-30$-123,991
Expenses. Total of all expenses incurred2008-11-30$12,580
Benefits paid (including direct rollovers)2008-11-30$9,512
Total plan assets at end of year2008-11-30$698,583
Total plan assets at beginning of year2008-11-30$835,154
Total contributions received or receivable from participants2008-11-30$44,968
Expenses. Other expenses not covered elsewhere2008-11-30$3,068
Other income received2008-11-30$-205,624
Net income (gross income less expenses)2008-11-30$-136,571
Net plan assets at end of year (total assets less liabilities)2008-11-30$698,583
Net plan assets at beginning of year (total assets less liabilities)2008-11-30$835,154
Assets. Value of participant loans2008-11-30$95,645
Total contributions received or receivable from employer(s)2008-11-30$36,665
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-11-30$0

Form 5500 Responses for JACKSONS OF ENID SAVINGS INCENTIVE PLAN

2008: JACKSONS OF ENID SAVINGS INCENTIVE PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo
2008-12-01Plan funding arrangement – InsuranceYes
2008-12-01Plan benefit arrangement – InsuranceYes
2007: JACKSONS OF ENID SAVINGS INCENTIVE PLAN 2007 form 5500 responses
2007-12-01Type of plan entitySingle employer plan
2007-12-01Submission has been amendedNo
2007-12-01This submission is the final filingNo
2007-12-01This return/report is a short plan year return/report (less than 12 months)No
2007-12-01Plan is a collectively bargained planNo
2007-12-01Plan funding arrangement – InsuranceYes
2007-12-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937461-01
Policy instance 1
Insurance contract or identification number937461-01
Number of Individuals Covered28
Insurance policy start date2008-12-01
Insurance policy end date2009-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937461-01
Policy instance 1
Insurance contract or identification number937461-01
Number of Individuals Covered33
Insurance policy start date2007-12-01
Insurance policy end date2008-11-30
Total amount of commissions paid to insurance brokerUSD $1,543
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,543
Insurance broker organization code?3
Insurance broker nameINSERVICES INC DBA DILLINGHAM INS

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3