JAKOV DULCICH & SONS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAKOV DULCICH & SONS, LLC HEALTH & WELFARE PLAN
| Measure | Date | Value |
|---|
| 2013 : JAKOV DULCICH & SONS, LLC HEALTH & WELFARE PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-11-30 | $5,696 |
| Total plan liabilities at beginning of year | 2013-11-30 | $16,412 |
| Total income from all sources | 2013-11-30 | $134,448 |
| Expenses. Total of all expenses incurred | 2013-11-30 | $134,492 |
| Benefits paid (including direct rollovers) | 2013-11-30 | $122,380 |
| Total plan assets at end of year | 2013-11-30 | $6,572 |
| Total plan assets at beginning of year | 2013-11-30 | $17,332 |
| Value of fidelity bond covering the plan | 2013-11-30 | $10,000 |
| Net income (gross income less expenses) | 2013-11-30 | $-44 |
| Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $876 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $920 |
| Total contributions received or receivable from employer(s) | 2013-11-30 | $134,448 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-11-30 | $12,112 |
| 2012 : JAKOV DULCICH & SONS, LLC HEALTH & WELFARE PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-11-30 | $16,412 |
| Total plan liabilities at beginning of year | 2012-11-30 | $7,960 |
| Total income from all sources | 2012-11-30 | $93,479 |
| Expenses. Total of all expenses incurred | 2012-11-30 | $93,479 |
| Benefits paid (including direct rollovers) | 2012-11-30 | $82,283 |
| Total plan assets at end of year | 2012-11-30 | $17,332 |
| Total plan assets at beginning of year | 2012-11-30 | $8,880 |
| Value of fidelity bond covering the plan | 2012-11-30 | $10,000 |
| Contributions received from other sources (not participants or employers) | 2012-11-30 | $765 |
| Net income (gross income less expenses) | 2012-11-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $920 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $920 |
| Total contributions received or receivable from employer(s) | 2012-11-30 | $92,714 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-11-30 | $11,196 |
| 2011 : JAKOV DULCICH & SONS, LLC HEALTH & WELFARE PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-11-30 | $7,960 |
| Total plan liabilities at beginning of year | 2011-11-30 | $6,317 |
| Total income from all sources | 2011-11-30 | $111,323 |
| Expenses. Total of all expenses incurred | 2011-11-30 | $111,323 |
| Benefits paid (including direct rollovers) | 2011-11-30 | $101,158 |
| Total plan assets at end of year | 2011-11-30 | $8,880 |
| Total plan assets at beginning of year | 2011-11-30 | $7,237 |
| Value of fidelity bond covering the plan | 2011-11-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2011-11-30 | $520 |
| Contributions received from other sources (not participants or employers) | 2011-11-30 | $2,927 |
| Net income (gross income less expenses) | 2011-11-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $920 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $920 |
| Total contributions received or receivable from employer(s) | 2011-11-30 | $108,396 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-11-30 | $9,645 |
| 2020: JAKOV DULCICH & SONS, LLC HEALTH & WELFARE PLAN 2020 form 5500 responses |
|---|
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | Submission has been amended | No |
| 2020-12-01 | This submission is the final filing | No |
| 2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-12-01 | Plan is a collectively bargained plan | No |
| 2020-12-01 | Plan funding arrangement – Insurance | Yes |
| 2020-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: JAKOV DULCICH & SONS, LLC HEALTH & WELFARE PLAN 2019 form 5500 responses |
|---|
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | Submission has been amended | No |
| 2019-12-01 | This submission is the final filing | No |
| 2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-12-01 | Plan is a collectively bargained plan | No |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: JAKOV DULCICH & SONS, LLC HEALTH & WELFARE PLAN 2018 form 5500 responses |
|---|
| 2018-12-01 | Type of plan entity | Single employer plan |
| 2018-12-01 | Submission has been amended | No |
| 2018-12-01 | This submission is the final filing | No |
| 2018-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-12-01 | Plan is a collectively bargained plan | No |
| 2018-12-01 | Plan funding arrangement – Insurance | Yes |
| 2018-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: JAKOV DULCICH & SONS, LLC HEALTH & WELFARE PLAN 2017 form 5500 responses |
|---|
| 2017-12-01 | Type of plan entity | Single employer plan |
| 2017-12-01 | Submission has been amended | No |
| 2017-12-01 | This submission is the final filing | No |
| 2017-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-12-01 | Plan is a collectively bargained plan | No |
| 2017-12-01 | Plan funding arrangement – Insurance | Yes |
| 2017-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: JAKOV DULCICH & SONS, LLC HEALTH & WELFARE PLAN 2016 form 5500 responses |
|---|
| 2016-12-01 | Type of plan entity | Single employer plan |
| 2016-12-01 | Submission has been amended | No |
| 2016-12-01 | This submission is the final filing | No |
| 2016-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-12-01 | Plan is a collectively bargained plan | No |
| 2016-12-01 | Plan funding arrangement – Insurance | Yes |
| 2016-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: JAKOV DULCICH & SONS, LLC HEALTH & WELFARE PLAN 2015 form 5500 responses |
|---|
| 2015-12-01 | Type of plan entity | Single employer plan |
| 2015-12-01 | Submission has been amended | No |
| 2015-12-01 | This submission is the final filing | No |
| 2015-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-12-01 | Plan is a collectively bargained plan | No |
| 2015-12-01 | Plan funding arrangement – Insurance | Yes |
| 2015-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: JAKOV DULCICH & SONS, LLC HEALTH & WELFARE PLAN 2014 form 5500 responses |
|---|
| 2014-12-01 | Type of plan entity | Single employer plan |
| 2014-12-01 | Submission has been amended | No |
| 2014-12-01 | This submission is the final filing | No |
| 2014-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-12-01 | Plan is a collectively bargained plan | No |
| 2014-12-01 | Plan funding arrangement – Insurance | Yes |
| 2014-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: JAKOV DULCICH & SONS, LLC HEALTH & WELFARE PLAN 2012 form 5500 responses |
|---|
| 2012-12-01 | Type of plan entity | Single employer plan |
| 2012-12-01 | Submission has been amended | Yes |
| 2012-12-01 | This submission is the final filing | No |
| 2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-12-01 | Plan is a collectively bargained plan | No |
| 2012-12-01 | Plan funding arrangement – Insurance | Yes |
| 2012-12-01 | Plan funding arrangement – Trust | Yes |
| 2012-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-12-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAKOV DULCICH & SONS, LLC HEALTH & WELFARE PLAN 2011 form 5500 responses |
|---|
| 2011-12-01 | Type of plan entity | Single employer plan |
| 2011-12-01 | Submission has been amended | No |
| 2011-12-01 | This submission is the final filing | No |
| 2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-12-01 | Plan is a collectively bargained plan | No |
| 2011-12-01 | Plan funding arrangement – Insurance | Yes |
| 2011-12-01 | Plan funding arrangement – Trust | Yes |
| 2011-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-12-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAKOV DULCICH & SONS, LLC HEALTH & WELFARE PLAN 2009 form 5500 responses |
|---|
| 2009-12-01 | Type of plan entity | Single employer plan |
| 2009-12-01 | Submission has been amended | No |
| 2009-12-01 | This submission is the final filing | No |
| 2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-12-01 | Plan is a collectively bargained plan | No |
| 2009-12-01 | Plan funding arrangement – Insurance | Yes |
| 2009-12-01 | Plan funding arrangement – Trust | Yes |
| 2009-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-12-01 | Plan benefit arrangement - Trust | Yes |
