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JCCS, PC 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJCCS, PC 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

JCCS, PC 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

JUNKERMIER, CLARK, CAMPANELLA, STEVENS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:JUNKERMIER, CLARK, CAMPANELLA, STEVENS, P.C.
Employer identification number (EIN):810348775
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JCCS, PC 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01BRUCE W. LAHTI, EA, CRPS DANA SONDERGAARD, CPA2018-02-02
0012015-07-01BRUCE W. LAHTI, EA, CRPS DANA SONDERGAARD, CPA2017-04-17
0012014-07-01BRUCE W. LAHTI, EA, CRPS DANA SONDERGAARD, CPA2016-04-15
0012013-07-01BRUCE W. LAHTI, EA, CRPS DANA SONDERGAARD, CPA2015-04-13
0012012-07-01BRUCE W. LAHTI, EA, CRPS DANA SONDERGAARD, CPA2014-04-08
0012011-07-01BRUCE W. LAHTI DANA SONDERGAARD, CPA2013-04-11
0012010-07-01BRUCE W. LAHTI, EA, CRPS DANA SONDERGAARD, CPA2012-04-13
0012009-07-01BRUCE W. LAHTI, EA, CRPS DANA SONDERGAARD, CPA2011-04-13

Plan Statistics for JCCS, PC 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JCCS, PC 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2021: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-01143
Total number of active participants reported on line 7a of the Form 55002021-07-0196
Number of retired or separated participants receiving benefits2021-07-019
Number of other retired or separated participants entitled to future benefits2021-07-0134
Total of all active and inactive participants2021-07-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01139
Number of participants with account balances2021-07-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0110
2020: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-01152
Total number of active participants reported on line 7a of the Form 55002020-07-01103
Number of retired or separated participants receiving benefits2020-07-015
Number of other retired or separated participants entitled to future benefits2020-07-0135
Total of all active and inactive participants2020-07-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01143
Number of participants with account balances2020-07-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0110
2019: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-01158
Total number of active participants reported on line 7a of the Form 55002019-07-01106
Number of retired or separated participants receiving benefits2019-07-017
Number of other retired or separated participants entitled to future benefits2019-07-0133
Total of all active and inactive participants2019-07-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01146
Number of participants with account balances2019-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-019
2018: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-01152
Total number of active participants reported on line 7a of the Form 55002018-07-01105
Number of retired or separated participants receiving benefits2018-07-014
Number of other retired or separated participants entitled to future benefits2018-07-0148
Total of all active and inactive participants2018-07-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01158
Number of participants with account balances2018-07-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0110
2017: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-01124
Total number of active participants reported on line 7a of the Form 55002017-07-01100
Number of retired or separated participants receiving benefits2017-07-014
Number of other retired or separated participants entitled to future benefits2017-07-0148
Total of all active and inactive participants2017-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01152
Number of participants with account balances2017-07-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-01133
Total number of active participants reported on line 7a of the Form 55002016-07-0190
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0133
Total of all active and inactive participants2016-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01124
Number of participants with account balances2016-07-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-015
2015: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-01131
Total number of active participants reported on line 7a of the Form 55002015-07-0194
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0139
Total of all active and inactive participants2015-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01133
Number of participants with account balances2015-07-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-013
2014: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-01130
Total number of active participants reported on line 7a of the Form 55002014-07-0191
Number of retired or separated participants receiving benefits2014-07-0111
Number of other retired or separated participants entitled to future benefits2014-07-0129
Total of all active and inactive participants2014-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01131
Number of participants with account balances2014-07-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0110
2013: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-01145
Total number of active participants reported on line 7a of the Form 55002013-07-0199
Number of retired or separated participants receiving benefits2013-07-018
Number of other retired or separated participants entitled to future benefits2013-07-0115
Total of all active and inactive participants2013-07-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01122
Number of participants with account balances2013-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012
2012: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-01139
Total number of active participants reported on line 7a of the Form 55002012-07-0188
Number of retired or separated participants receiving benefits2012-07-018
Number of other retired or separated participants entitled to future benefits2012-07-0149
Total of all active and inactive participants2012-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01145
Number of participants with account balances2012-07-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-017
2011: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-01142
Total number of active participants reported on line 7a of the Form 55002011-07-01108
Number of retired or separated participants receiving benefits2011-07-013
Number of other retired or separated participants entitled to future benefits2011-07-0128
Total of all active and inactive participants2011-07-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01139
Number of participants with account balances2011-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2010: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-01148
Total number of active participants reported on line 7a of the Form 55002010-07-01112
Number of retired or separated participants receiving benefits2010-07-014
Number of other retired or separated participants entitled to future benefits2010-07-0126
Total of all active and inactive participants2010-07-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01142
Number of participants with account balances2010-07-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-016
2009: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-01139
Total number of active participants reported on line 7a of the Form 55002009-07-01113
Number of retired or separated participants receiving benefits2009-07-016
Number of other retired or separated participants entitled to future benefits2009-07-0123
Total of all active and inactive participants2009-07-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01142
Number of participants with account balances2009-07-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-015

Financial Data on JCCS, PC 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-2,662,984
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,650,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,614,896
Expenses. Certain deemed distributions of participant loans2022-06-30$7,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,720,394
Value of total assets at end of year2022-06-30$22,528,558
Value of total assets at beginning of year2022-06-30$26,841,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$27,982
Total interest from all sources2022-06-30$5,723
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$266,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$266,609
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$650,206
Participant contributions at end of year2022-06-30$130,235
Participant contributions at beginning of year2022-06-30$99,323
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$12,659
Total non interest bearing cash at end of year2022-06-30$1,000
Total non interest bearing cash at beginning of year2022-06-30$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-4,313,003
Value of net assets at end of year (total assets less liabilities)2022-06-30$22,528,558
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$26,841,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$544
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$18,178,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$23,416,022
Income. Interest from loans (other than to participants)2022-06-30$5,723
Value of interest in common/collective trusts at end of year2022-06-30$3,137,201
Value of interest in common/collective trusts at beginning of year2022-06-30$2,229,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$25,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$35,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$35,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-4,707,757
Net investment gain or loss from common/collective trusts2022-06-30$52,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,057,529
Employer contributions (assets) at end of year2022-06-30$1,056,529
Employer contributions (assets) at beginning of year2022-06-30$1,060,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,614,896
Contract administrator fees2022-06-30$27,438
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WIPFLI LLP
Accountancy firm EIN2022-06-30390758449
2021 : JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$7,393,481
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$317,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$294,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,632,810
Value of total assets at end of year2021-06-30$26,841,561
Value of total assets at beginning of year2021-06-30$19,765,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$23,124
Total interest from all sources2021-06-30$7,195
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$242,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$242,236
Administrative expenses professional fees incurred2021-06-30$70
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$571,206
Participant contributions at end of year2021-06-30$99,323
Participant contributions at beginning of year2021-06-30$106,585
Total non interest bearing cash at end of year2021-06-30$1,000
Total non interest bearing cash at beginning of year2021-06-30$136,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$7,075,609
Value of net assets at end of year (total assets less liabilities)2021-06-30$26,841,561
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$19,765,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$23,416,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$16,596,848
Interest on participant loans2021-06-30$7,195
Value of interest in common/collective trusts at end of year2021-06-30$2,229,038
Value of interest in common/collective trusts at beginning of year2021-06-30$2,191,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$35,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$36,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$36,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$5,464,057
Net investment gain or loss from common/collective trusts2021-06-30$47,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,061,604
Employer contributions (assets) at end of year2021-06-30$1,060,604
Employer contributions (assets) at beginning of year2021-06-30$699,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$294,748
Contract administrator fees2021-06-30$23,054
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30WIPFLI LLP
Accountancy firm EIN2021-06-30390758449
2020 : JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$2,609,173
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$575,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$557,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,509,107
Value of total assets at end of year2020-06-30$19,765,952
Value of total assets at beginning of year2020-06-30$17,732,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$17,590
Total interest from all sources2020-06-30$6,742
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$223,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$223,482
Administrative expenses professional fees incurred2020-06-30$1,564
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$545,033
Participant contributions at end of year2020-06-30$106,585
Participant contributions at beginning of year2020-06-30$76,063
Assets. Other investments not covered elsewhere at end of year2020-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$57,172
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$128,224
Total non interest bearing cash at end of year2020-06-30$136,072
Total non interest bearing cash at beginning of year2020-06-30$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$2,033,917
Value of net assets at end of year (total assets less liabilities)2020-06-30$19,765,952
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$17,732,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$16,596,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$16,697,459
Interest on participant loans2020-06-30$6,742
Value of interest in common/collective trusts at end of year2020-06-30$2,191,348
Value of interest in common/collective trusts at beginning of year2020-06-30$10,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$36,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$36,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$36,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$861,830
Net investment gain or loss from common/collective trusts2020-06-30$8,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$835,850
Employer contributions (assets) at end of year2020-06-30$699,045
Employer contributions (assets) at beginning of year2020-06-30$853,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$557,666
Contract administrator fees2020-06-30$16,026
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MUELLER PROST
Accountancy firm EIN2020-06-30431594752
2019 : JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,195,096
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$2,571,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,566,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,398,472
Value of total assets at end of year2019-06-30$17,732,035
Value of total assets at beginning of year2019-06-30$18,108,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$5,433
Total interest from all sources2019-06-30$4,874
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$249,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$249,282
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$533,452
Participant contributions at end of year2019-06-30$76,063
Participant contributions at beginning of year2019-06-30$50,005
Assets. Other investments not covered elsewhere at end of year2019-06-30$57,172
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$9,524
Administrative expenses (other) incurred2019-06-30$5,433
Total non interest bearing cash at end of year2019-06-30$1,000
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-376,503
Value of net assets at end of year (total assets less liabilities)2019-06-30$17,732,035
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$18,108,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$16,697,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,948,565
Income. Interest from loans (other than to participants)2019-06-30$2,928
Interest earned on other investments2019-06-30$1,946
Value of interest in common/collective trusts at end of year2019-06-30$10,490
Value of interest in common/collective trusts at beginning of year2019-06-30$9,613,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$36,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$1,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$1,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$603,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$682,939
Net investment gain or loss from common/collective trusts2019-06-30$-140,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$855,496
Employer contributions (assets) at end of year2019-06-30$853,588
Employer contributions (assets) at beginning of year2019-06-30$892,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,566,166
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MUELLERPROST
Accountancy firm EIN2019-06-30431594752
2018 : JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$3,094,456
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$677,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$676,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,385,205
Value of total assets at end of year2018-06-30$18,108,538
Value of total assets at beginning of year2018-06-30$15,691,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$963
Total interest from all sources2018-06-30$2,471
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$486,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$486,857
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$489,819
Participant contributions at end of year2018-06-30$50,005
Participant contributions at beginning of year2018-06-30$71,361
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$2,323
Administrative expenses (other) incurred2018-06-30$963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$2,416,818
Value of net assets at end of year (total assets less liabilities)2018-06-30$18,108,538
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$15,691,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,948,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$4,373,162
Income. Interest from loans (other than to participants)2018-06-30$2,471
Value of interest in common/collective trusts at end of year2018-06-30$9,613,462
Value of interest in common/collective trusts at beginning of year2018-06-30$10,352,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$603,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$308,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$373,476
Net investment gain or loss from common/collective trusts2018-06-30$846,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$893,063
Employer contributions (assets) at end of year2018-06-30$892,063
Employer contributions (assets) at beginning of year2018-06-30$585,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$676,675
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MUELLERPROST
Accountancy firm EIN2018-06-30431594752
2017 : JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$3,057,768
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$3,436,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,433,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,048,300
Value of total assets at end of year2017-06-30$15,691,720
Value of total assets at beginning of year2017-06-30$16,070,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,207
Total interest from all sources2017-06-30$1,199
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$189,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$189,647
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$406,766
Participant contributions at end of year2017-06-30$71,361
Participant contributions at beginning of year2017-06-30$49,121
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$55,014
Administrative expenses (other) incurred2017-06-30$3,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-378,886
Value of net assets at end of year (total assets less liabilities)2017-06-30$15,691,720
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$16,070,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$45
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$4,373,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,035,350
Interest on participant loans2017-06-30$1,198
Value of interest in common/collective trusts at end of year2017-06-30$10,352,485
Value of interest in common/collective trusts at beginning of year2017-06-30$11,410,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$308,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,989
Net investment gain or loss from common/collective trusts2017-06-30$1,317,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$586,520
Employer contributions (assets) at end of year2017-06-30$585,520
Employer contributions (assets) at beginning of year2017-06-30$571,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,433,447
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MUELLERPROST
Accountancy firm EIN2017-06-30431594752
2016 : JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,121,692
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,076,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,074,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$964,261
Value of total assets at end of year2016-06-30$16,070,606
Value of total assets at beginning of year2016-06-30$16,025,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,814
Total interest from all sources2016-06-30$3,422
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$245,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$245,223
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$391,605
Participant contributions at end of year2016-06-30$49,121
Participant contributions at beginning of year2016-06-30$86,155
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$440,468
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$44,873
Value of net assets at end of year (total assets less liabilities)2016-06-30$16,070,606
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$16,025,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$2,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$15,448,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$15,036,263
Interest on participant loans2016-06-30$3,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$462,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$462,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$64
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-91,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$572,656
Employer contributions (assets) at end of year2016-06-30$571,656
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,074,005
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WIPFLI, PPL
Accountancy firm EIN2016-06-30390758449
2015 : JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,887,206
Total loss/gain on sale of assets2015-06-30$512,772
Total of all expenses incurred2015-06-30$7,523,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$7,464,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$972,267
Value of total assets at end of year2015-06-30$16,025,733
Value of total assets at beginning of year2015-06-30$21,662,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$59,755
Total interest from all sources2015-06-30$85,757
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$584,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$418,648
Participant contributions at end of year2015-06-30$86,155
Participant contributions at beginning of year2015-06-30$134,934
Assets. Other investments not covered elsewhere at end of year2015-06-30$440,468
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$636,877
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$103,619
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$53,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-5,636,764
Value of net assets at end of year (total assets less liabilities)2015-06-30$16,025,733
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$21,662,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$59,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$15,036,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,089,632
Interest on participant loans2015-06-30$5,975
Income. Interest from corporate debt instruments2015-06-30$79,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$462,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$365,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$365,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-268,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$450,000
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$161,381
Income. Dividends from common stock2015-06-30$584,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$7,464,215
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$5,515,687
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$11,705,093
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$21,603,562
Aggregate carrying amount (costs) on sale of assets2015-06-30$21,090,790
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WIPFLI, PPL
Accountancy firm EIN2015-06-30390758449
2014 : JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$322,034
Total unrealized appreciation/depreciation of assets2014-06-30$322,034
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$4,682,585
Total loss/gain on sale of assets2014-06-30$2,022,746
Total of all expenses incurred2014-06-30$9,321,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$9,232,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,017,805
Value of total assets at end of year2014-06-30$21,662,497
Value of total assets at beginning of year2014-06-30$26,301,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$89,428
Total interest from all sources2014-06-30$201,906
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$705,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$356,424
Participant contributions at end of year2014-06-30$134,934
Participant contributions at beginning of year2014-06-30$184,762
Assets. Other investments not covered elsewhere at end of year2014-06-30$636,877
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$606,443
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$53,803
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$76,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-4,639,174
Value of net assets at end of year (total assets less liabilities)2014-06-30$21,662,497
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$26,301,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$89,428
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,089,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,537,316
Interest on participant loans2014-06-30$8,166
Income. Interest from corporate debt instruments2014-06-30$193,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$365,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$590,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$590,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$413,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$661,381
Employer contributions (assets) at end of year2014-06-30$161,381
Employer contributions (assets) at beginning of year2014-06-30$155,751
Income. Dividends from common stock2014-06-30$705,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$9,232,331
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$5,515,687
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$6,991,261
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$11,705,093
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$14,158,557
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$12,228,383
Aggregate carrying amount (costs) on sale of assets2014-06-30$10,205,637
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30GALUSHA, HIGGINS & GALUSHA, PC
Accountancy firm EIN2014-06-30810272932
2013 : JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$1,023,951
Total unrealized appreciation/depreciation of assets2013-06-30$1,023,951
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$4,021,085
Total loss/gain on sale of assets2013-06-30$429,552
Total of all expenses incurred2013-06-30$484,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$390,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,323,760
Value of total assets at end of year2013-06-30$26,301,671
Value of total assets at beginning of year2013-06-30$22,764,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$93,548
Total interest from all sources2013-06-30$284,459
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$547,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$17,355
Assets. Real estate other than employer real property at end of year2013-06-30$0
Assets. Real estate other than employer real property at beginning of year2013-06-30$689,758
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$452,934
Participant contributions at end of year2013-06-30$184,762
Participant contributions at beginning of year2013-06-30$125,704
Assets. Other investments not covered elsewhere at end of year2013-06-30$606,443
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$594,095
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$76,625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$68,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$3,536,836
Value of net assets at end of year (total assets less liabilities)2013-06-30$26,301,671
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$22,764,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$93,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,537,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,329,707
Interest on participant loans2013-06-30$9,421
Income. Interest from corporate debt instruments2013-06-30$274,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$590,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$1,107,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$1,107,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$411,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$870,826
Employer contributions (assets) at end of year2013-06-30$155,751
Employer contributions (assets) at beginning of year2013-06-30$275,277
Income. Dividends from common stock2013-06-30$530,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$390,701
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$6,991,261
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$7,379,901
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$14,158,557
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$8,194,516
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$3,712,661
Aggregate carrying amount (costs) on sale of assets2013-06-30$3,283,109
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30GALUSHA, HIGGINS & GALUSHA, PC
Accountancy firm EIN2013-06-30810272932
2012 : JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-1,931,512
Total unrealized appreciation/depreciation of assets2012-06-30$-1,931,512
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,389,414
Total loss/gain on sale of assets2012-06-30$1,346,734
Total of all expenses incurred2012-06-30$2,241,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,120,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,323,448
Value of total assets at end of year2012-06-30$22,764,835
Value of total assets at beginning of year2012-06-30$23,616,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$121,044
Total interest from all sources2012-06-30$219,728
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$431,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Assets. Real estate other than employer real property at end of year2012-06-30$689,758
Assets. Real estate other than employer real property at beginning of year2012-06-30$737,866
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$460,819
Participant contributions at end of year2012-06-30$125,704
Participant contributions at beginning of year2012-06-30$91,032
Assets. Other investments not covered elsewhere at end of year2012-06-30$594,095
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$987,127
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$12,352
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$68,398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$45,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-851,845
Value of net assets at end of year (total assets less liabilities)2012-06-30$22,764,835
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$23,616,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$121,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,329,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,391,409
Interest on participant loans2012-06-30$5,640
Income. Interest from corporate debt instruments2012-06-30$213,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$1,107,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$471,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$471,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$1,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$850,277
Employer contributions (assets) at end of year2012-06-30$275,277
Employer contributions (assets) at beginning of year2012-06-30$234,708
Income. Dividends from common stock2012-06-30$431,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,120,215
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$7,379,901
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$5,433,036
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$8,194,516
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$12,224,938
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$19,435,074
Aggregate carrying amount (costs) on sale of assets2012-06-30$18,088,340
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30GALUSHA, HIGGINS & GALUSHA, PC
Accountancy firm EIN2012-06-30810272932
2011 : JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$2,956,721
Total unrealized appreciation/depreciation of assets2011-06-30$2,956,721
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$5,672,752
Total loss/gain on sale of assets2011-06-30$668,555
Total of all expenses incurred2011-06-30$593,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$457,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,407,646
Value of total assets at end of year2011-06-30$23,616,680
Value of total assets at beginning of year2011-06-30$18,537,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$135,981
Total interest from all sources2011-06-30$190,208
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$449,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Assets. Real estate other than employer real property at end of year2011-06-30$737,866
Assets. Real estate other than employer real property at beginning of year2011-06-30$602,002
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$253,530
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$540,438
Participant contributions at end of year2011-06-30$91,032
Participant contributions at beginning of year2011-06-30$105,559
Assets. Other investments not covered elsewhere at end of year2011-06-30$987,127
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$702,649
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$45,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$47,610
Administrative expenses (other) incurred2011-06-30$1,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$5,079,221
Value of net assets at end of year (total assets less liabilities)2011-06-30$23,616,680
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$18,537,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$134,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,391,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,113,377
Interest on participant loans2011-06-30$6,007
Income. Interest from corporate debt instruments2011-06-30$183,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$471,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$382,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$382,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$413
Asset value of US Government securities at end of year2011-06-30$0
Asset value of US Government securities at beginning of year2011-06-30$215,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$867,208
Employer contributions (assets) at end of year2011-06-30$234,708
Employer contributions (assets) at beginning of year2011-06-30$35,556
Income. Dividends from common stock2011-06-30$449,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$457,550
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$5,433,036
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$4,708,656
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$12,224,938
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$9,371,083
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$7,923,495
Aggregate carrying amount (costs) on sale of assets2011-06-30$7,254,940
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30GALUSHA, HIGGINS & GALUSHA, PC
Accountancy firm EIN2011-06-30810272932
2010 : JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for JCCS, PC 401K PROFIT SHARING PLAN & TRUST

2021: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: JCCS, PC 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333789-01
Policy instance 1
Insurance contract or identification number333789-01
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2020-01-14
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number333789-01
Policy instance 1
Insurance contract or identification number333789-01
Number of Individuals Covered7
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number333789-01
Policy instance 1
Insurance contract or identification number333789-01
Number of Individuals Covered14
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number333789-01
Policy instance 1
Insurance contract or identification number333789-01
Number of Individuals Covered133
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number333789-01
Policy instance 1
Insurance contract or identification number333789-01
Number of Individuals Covered2
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number333789-01
Policy instance 1
Insurance contract or identification number333789-01
Number of Individuals Covered2
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number333789-01
Policy instance 1
Insurance contract or identification number333789-01
Number of Individuals Covered2
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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