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CF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN
Plan identification number 001

CF JORDAN COMPANIES 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CF JORDAN CONSTRUCTION LLC. has sponsored the creation of one or more 401k plans.

Company Name:CF JORDAN CONSTRUCTION LLC.
Employer identification number (EIN):742690100
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01DEBBIE VILLEGAS
0012012-01-01CYNTHIA ROGERS
0012011-01-01CYNTHIA ROGERS
0012009-01-01 J. ROBERT HUTCHISON2010-08-10
0012009-01-01 J. ROBERT HUTCHISON2010-08-05

Plan Statistics for CF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: CF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01362
Total number of active participants reported on line 7a of the Form 55002013-01-01295
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01337
Number of participants with account balances2013-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01393
Total number of active participants reported on line 7a of the Form 55002012-01-01316
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01362
Number of participants with account balances2012-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01343
Total number of active participants reported on line 7a of the Form 55002011-01-01345
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0144
Total of all active and inactive participants2011-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01393
Number of participants with account balances2011-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01431
Total number of active participants reported on line 7a of the Form 55002009-01-01332
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01378
Number of participants with account balances2009-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2013 : CF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,309,761
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,704,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,690,363
Expenses. Certain deemed distributions of participant loans2013-12-31$4,285
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,334,082
Value of total assets at end of year2013-12-31$13,527,333
Value of total assets at beginning of year2013-12-31$11,922,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,052
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$28,851
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$504,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$504,868
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$805,294
Participant contributions at end of year2013-12-31$625,770
Participant contributions at beginning of year2013-12-31$544,955
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$82,246
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$10,052
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$410
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,605,061
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,527,333
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,922,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,527,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,883,781
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$28,719
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$114,762
Value of interest in common/collective trusts at beginning of year2013-12-31$112,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,258,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,381,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,381,364
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$132
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,442,323
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$-363
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$446,542
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,690,363
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SCHMID BROADDUS NUGENT GANO PC
Accountancy firm EIN2013-12-31742483487
2012 : CF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,563,680
Total of all expenses incurred2012-12-31$1,666,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,647,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,490,655
Value of total assets at end of year2012-12-31$11,922,272
Value of total assets at beginning of year2012-12-31$11,025,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,947
Total interest from all sources2012-12-31$33,850
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$264,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$264,895
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$932,290
Participant contributions at end of year2012-12-31$544,955
Participant contributions at beginning of year2012-12-31$460,932
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$157,581
Administrative expenses (other) incurred2012-12-31$18,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$897,198
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,922,272
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,025,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,883,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,523,619
Interest on participant loans2012-12-31$33,664
Value of interest in common/collective trusts at end of year2012-12-31$112,172
Value of interest in common/collective trusts at beginning of year2012-12-31$113,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,381,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,926,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,926,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$772,400
Net investment gain or loss from common/collective trusts2012-12-31$1,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$400,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,647,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHMID BROADDUS NUGENT GANO PC
Accountancy firm EIN2012-12-31742483487
2011 : CF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$928,402
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,369,718
Total of all expenses incurred2011-12-31$1,714,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,699,777
Expenses. Certain deemed distributions of participant loans2011-12-31$-2,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,473,763
Value of total assets at end of year2011-12-31$11,025,074
Value of total assets at beginning of year2011-12-31$10,441,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,265
Total interest from all sources2011-12-31$27,947
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$270,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$270,924
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$920,690
Participant contributions at end of year2011-12-31$460,932
Participant contributions at beginning of year2011-12-31$297,272
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$92,000
Administrative expenses (other) incurred2011-12-31$17,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-345,265
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,025,074
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,441,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,523,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,457,749
Interest on participant loans2011-12-31$27,770
Value of interest in common/collective trusts at end of year2011-12-31$113,717
Value of interest in common/collective trusts at beginning of year2011-12-31$79,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,926,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,607,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,607,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-406,124
Net investment gain or loss from common/collective trusts2011-12-31$3,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$461,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,699,777
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHMID BROADDUS NUGENT GANO PC
Accountancy firm EIN2011-12-31742483487
2010 : CF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,459,649
Total of all expenses incurred2010-12-31$908,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$893,526
Expenses. Certain deemed distributions of participant loans2010-12-31$2,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,426,736
Value of total assets at end of year2010-12-31$10,441,937
Value of total assets at beginning of year2010-12-31$8,890,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,772
Total interest from all sources2010-12-31$21,147
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$183,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$183,505
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$838,028
Participant contributions at end of year2010-12-31$297,272
Participant contributions at beginning of year2010-12-31$266,996
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$176,119
Administrative expenses (other) incurred2010-12-31$12,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,551,292
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,441,937
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,890,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,457,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,389,651
Interest on participant loans2010-12-31$20,942
Value of interest in common/collective trusts at end of year2010-12-31$79,412
Value of interest in common/collective trusts at beginning of year2010-12-31$35,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,607,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,198,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,198,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$826,242
Net investment gain or loss from common/collective trusts2010-12-31$2,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$412,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$893,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SCHMID BROADDUS NUGENT GANO PC
Accountancy firm EIN2010-12-31742483487

Form 5500 Responses for CF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN

2013: CF JORDAN COMPANIES 401(K) PROFIT SHARING 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: CF JORDAN COMPANIES 401(K) PROFIT SHARING 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CF JORDAN COMPANIES 401(K) PROFIT SHARING 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CF JORDAN COMPANIES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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