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JARVIS 401K PLAN 401k Plan overview

Plan NameJARVIS 401K PLAN
Plan identification number 001

JARVIS 401K 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JARVIS has sponsored the creation of one or more 401k plans.

Company Name:JARVIS
Employer identification number (EIN):770282210
NAIC Classification:312130
NAIC Description:Wineries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JARVIS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRIS HORNE2024-07-23
0012022-01-01CHRIS HORNE2023-07-18
0012021-01-01
0012021-01-01DEANNA MARTINEZ
0012020-01-01
0012019-01-01
0012018-01-01DEANNA MARTINEZ2019-06-28
0012017-01-01DEANNA MARTINEZ2018-06-28
0012016-01-01DEANNA MARTINEZ2017-06-22
0012015-01-01DEANNA MARTINEZ2016-06-14
0012014-01-01DEANNA MARTINEZ2015-06-29
0012013-01-01DEANNA MARTINEZ2014-06-25
0012012-01-01DEANNA MARTINEZ2013-06-24
0012011-01-01DEANNA MARTINEZ2012-06-22
0012010-01-01DEANNA MARTINEZ2011-06-10
0012009-01-01DEANNA S MARTINEZ DEANNA S MARTINEZ2010-06-11

Financial Data on JARVIS 401K PLAN

Measure Date Value
2025 : JARVIS 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-18309616
Net assets as of the end of the plan year2025-07-182250148
Total assets as of the beginning of the plan year2025-07-181898055
Value of plan covered by a fidelity bond2025-07-18190000
Participant contributions to plan in this plan year2025-07-18236946
Value of participant loans at end of plan year2025-07-1842650
Other contributions to plan in this plan year2025-07-1846787
Other income to plan in this plan year2025-07-18248108
Plan net income in this plan year2025-07-18352093
Net assets as of the end of the plan year2025-07-182250148
Net assets as of the beginning of the plan year2025-07-181898055
Value of contributions failed to transmitted timely2025-07-18573
Employer contributions to plan in this plan year2025-07-18129868
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-184542
2024 : JARVIS 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-23127422
Net assets as of the end of the plan year2024-07-231898055
Total assets as of the beginning of the plan year2024-07-231457941
Value of plan covered by a fidelity bond2024-07-23150000
Participant contributions to plan in this plan year2024-07-23190805
Value of participant loans at end of plan year2024-07-2335003
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-23262566
Plan net income in this plan year2024-07-23440114
Net assets as of the end of the plan year2024-07-231898055
Net assets as of the beginning of the plan year2024-07-231457941
Value of contributions failed to transmitted timely2024-07-2339306
Employer contributions to plan in this plan year2024-07-23114165
Fees paid to broker by Benefit Provider2024-07-230
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-236422
2021 : JARVIS 401K PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$379,946
Expenses. Total of all expenses incurred2021-12-31$123,979
Benefits paid (including direct rollovers)2021-12-31$116,781
Total plan assets at end of year2021-12-31$1,535,242
Total plan assets at beginning of year2021-12-31$1,279,275
Value of fidelity bond covering the plan2021-12-31$55,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$155,355
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$145,938
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$255,967
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,535,242
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,279,275
Assets. Value of participant loans2021-12-31$31,196
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$78,653
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$7,198
2020 : JARVIS 401K PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$473,560
Expenses. Total of all expenses incurred2020-12-31$386,180
Benefits paid (including direct rollovers)2020-12-31$381,503
Total plan assets at end of year2020-12-31$1,279,275
Total plan assets at beginning of year2020-12-31$1,191,895
Value of fidelity bond covering the plan2020-12-31$55,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$164,713
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$8,729
Other income received2020-12-31$153,795
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$87,380
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,279,275
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,191,895
Assets. Value of participant loans2020-12-31$18,261
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$146,323
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,677
2019 : JARVIS 401K PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$480,069
Expenses. Total of all expenses incurred2019-12-31$194,277
Benefits paid (including direct rollovers)2019-12-31$193,892
Total plan assets at end of year2019-12-31$1,191,895
Total plan assets at beginning of year2019-12-31$906,103
Value of fidelity bond covering the plan2019-12-31$55,000
Total contributions received or receivable from participants2019-12-31$169,309
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$161,836
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$285,792
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,191,895
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$906,103
Assets. Value of participant loans2019-12-31$13,858
Total contributions received or receivable from employer(s)2019-12-31$148,924
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$385
2009 : JARVIS 401K 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 JARVIS 401K PLAN

2021: JARVIS 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JARVIS 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JARVIS 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2009: JARVIS 401K 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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