401k Plan data: JER-KEN, INC. PROFIT SHARING 401(K) PLAN plan

JER-KEN, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	JER-KEN, INC. PROFIT SHARING 401(K) PLAN
Plan identification number	001

JER-KEN, INC. PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

JER-KEN, INC. has sponsored the creation of one or more 401k plans.

Company Name: JER-KEN, INC.

Employer identification number (EIN): 870326452

NAIC Classification: 445110
NAIC Description: Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JER-KEN, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DAVID LLOYD 2023-07-07
001 2021-01-01 DAVID LLOYD 2022-06-24
001 2020-01-01 DAVID LLOYD 2021-07-12
001 2019-01-01
001 2018-01-01 DAVID LLOYD
001 2017-01-01 DAVID LLOYD
001 2016-01-01 DAVID LLOYD
001 2015-01-01 DAVID LLOYD DAVID LLOYD 2016-07-19
001 2014-01-01 KENT M BECKSTROM KENT M BECKSTROM 2015-07-10
001 2013-01-01 KENT M BECKSTROM KENT M BECKSTROM 2014-06-26
001 2012-01-01 KENT M BECKSTROM KENT M BECKSTROM 2013-06-10
001 2011-01-01 KENT BECKSTROM KENT BECKSTROM 2012-06-18
001 2009-01-01 KENT M BECKSTROM KENT M BECKSTROM 2010-07-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DAVID LLOYD	2023-07-07
001	2021-01-01	DAVID LLOYD	2022-06-24
001	2020-01-01	DAVID LLOYD	2021-07-12
001	2019-01-01
001	2018-01-01	DAVID LLOYD
001	2017-01-01	DAVID LLOYD
001	2016-01-01	DAVID LLOYD
001	2015-01-01	DAVID LLOYD		DAVID LLOYD	2016-07-19
001	2014-01-01	KENT M BECKSTROM		KENT M BECKSTROM	2015-07-10
001	2013-01-01	KENT M BECKSTROM		KENT M BECKSTROM	2014-06-26
001	2012-01-01	KENT M BECKSTROM		KENT M BECKSTROM	2013-06-10
001	2011-01-01	KENT BECKSTROM		KENT BECKSTROM	2012-06-18
001	2009-01-01	KENT M BECKSTROM		KENT M BECKSTROM	2010-07-07

Plan Statistics for JER-KEN, INC. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for JER-KEN, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2019: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 46
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 49
Number of participants with account balances 2019-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 53
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 58
Number of participants with account balances 2018-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 53
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 59
Number of participants with account balances 2017-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 56
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 59
Number of participants with account balances 2016-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 43
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 47
Number of participants with account balances 2015-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 45
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 48
Number of participants with account balances 2014-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 45
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 48
Number of participants with account balances 2013-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 43
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 47
Number of participants with account balances 2012-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 39
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 44
Number of participants with account balances 2011-01-01 22
2009: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 63
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 67
Number of participants with account balances 2009-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2019: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	46
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	49
Number of participants with account balances	2019-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	53
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	58
Number of participants with account balances	2018-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	53
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	59
Number of participants with account balances	2017-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	56
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	59
Number of participants with account balances	2016-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	43
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	47
Number of participants with account balances	2015-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	45
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	48
Number of participants with account balances	2014-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	45
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	48
Number of participants with account balances	2013-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	43
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	47
Number of participants with account balances	2012-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	39
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	44
Number of participants with account balances	2011-01-01	22
2009: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	63
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	67
Number of participants with account balances	2009-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on JER-KEN, INC. PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2019 : JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$154,938
Expenses. Total of all expenses incurred	2019-12-31	$19,849
Benefits paid (including direct rollovers)	2019-12-31	$12,462
Total plan assets at end of year	2019-12-31	$702,839
Total plan assets at beginning of year	2019-12-31	$567,750
Value of fidelity bond covering the plan	2019-12-31	$75,000
Total contributions received or receivable from participants	2019-12-31	$38,680
Other income received	2019-12-31	$109,340
Net income (gross income less expenses)	2019-12-31	$135,089
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$702,839
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$567,750
Assets. Value of participant loans	2019-12-31	$22,882
Total contributions received or receivable from employer(s)	2019-12-31	$6,918
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$7,387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-674
Expenses. Total of all expenses incurred	2018-12-31	$20,285
Benefits paid (including direct rollovers)	2018-12-31	$13,242
Total plan assets at end of year	2018-12-31	$567,750
Total plan assets at beginning of year	2018-12-31	$588,709
Value of fidelity bond covering the plan	2018-12-31	$75,000
Total contributions received or receivable from participants	2018-12-31	$32,338
Other income received	2018-12-31	$-33,012
Net income (gross income less expenses)	2018-12-31	$-20,959
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$567,750
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$588,709
Assets. Value of participant loans	2018-12-31	$15,165
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$7,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$119,116
Expenses. Total of all expenses incurred	2017-12-31	$138,985
Benefits paid (including direct rollovers)	2017-12-31	$132,145
Total plan assets at end of year	2017-12-31	$588,709
Total plan assets at beginning of year	2017-12-31	$608,578
Value of fidelity bond covering the plan	2017-12-31	$75,000
Total contributions received or receivable from participants	2017-12-31	$33,985
Expenses. Other expenses not covered elsewhere	2017-12-31	$6,840
Other income received	2017-12-31	$85,131
Net income (gross income less expenses)	2017-12-31	$-19,869
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$588,709
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$608,578
Assets. Value of participant loans	2017-12-31	$16,770
Total contributions received or receivable from employer(s)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$100,598
Expenses. Total of all expenses incurred	2016-12-31	$72,932
Benefits paid (including direct rollovers)	2016-12-31	$67,464
Total plan assets at end of year	2016-12-31	$608,578
Total plan assets at beginning of year	2016-12-31	$580,912
Value of fidelity bond covering the plan	2016-12-31	$75,000
Total contributions received or receivable from participants	2016-12-31	$36,473
Expenses. Other expenses not covered elsewhere	2016-12-31	$5,468
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$64,125
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$27,666
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$608,578
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$580,912
Assets. Value of participant loans	2016-12-31	$18,118
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$174,693
Expenses. Total of all expenses incurred	2015-12-31	$349,637
Benefits paid (including direct rollovers)	2015-12-31	$344,564
Total plan assets at end of year	2015-12-31	$580,912
Total plan assets at beginning of year	2015-12-31	$755,856
Value of fidelity bond covering the plan	2015-12-31	$70,000
Total contributions received or receivable from participants	2015-12-31	$33,231
Expenses. Other expenses not covered elsewhere	2015-12-31	$5,073
Contributions received from other sources (not participants or employers)	2015-12-31	$165,218
Other income received	2015-12-31	$-23,756
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-174,944
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$580,912
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$755,856
Assets. Value of participant loans	2015-12-31	$2,159
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$83,807
Expenses. Total of all expenses incurred	2014-12-31	$164,697
Benefits paid (including direct rollovers)	2014-12-31	$157,071
Total plan assets at end of year	2014-12-31	$755,856
Total plan assets at beginning of year	2014-12-31	$836,746
Value of fidelity bond covering the plan	2014-12-31	$80,000
Total contributions received or receivable from participants	2014-12-31	$32,963
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$28,096
Other income received	2014-12-31	$22,748
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-80,890
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$755,856
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$836,746
Assets. Value of participant loans	2014-12-31	$9,754
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,626
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$100,699
Expenses. Total of all expenses incurred	2013-12-31	$36,057
Benefits paid (including direct rollovers)	2013-12-31	$28,658
Total plan assets at end of year	2013-12-31	$836,746
Total plan assets at beginning of year	2013-12-31	$772,104
Value of fidelity bond covering the plan	2013-12-31	$90,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$7,399
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$70,968
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$64,642
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$836,746
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$772,104
Assets. Value of participant loans	2013-12-31	$10,826
Total contributions received or receivable from employer(s)	2013-12-31	$29,731
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$90,888
Expenses. Total of all expenses incurred	2012-12-31	$90,995
Benefits paid (including direct rollovers)	2012-12-31	$83,239
Total plan assets at end of year	2012-12-31	$772,104
Total plan assets at beginning of year	2012-12-31	$772,211
Value of fidelity bond covering the plan	2012-12-31	$80,000
Total contributions received or receivable from participants	2012-12-31	$27,189
Expenses. Other expenses not covered elsewhere	2012-12-31	$7,756
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$63,699
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-107
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$772,104
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$772,211
Assets. Value of participant loans	2012-12-31	$7,865
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$3,924
Expenses. Total of all expenses incurred	2011-12-31	$60,296
Benefits paid (including direct rollovers)	2011-12-31	$50,708
Total plan assets at end of year	2011-12-31	$772,211
Total plan assets at beginning of year	2011-12-31	$828,583
Value of fidelity bond covering the plan	2011-12-31	$80,000
Total contributions received or receivable from participants	2011-12-31	$38,597
Expenses. Other expenses not covered elsewhere	2011-12-31	$9,588
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-34,673
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-56,372
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$772,211
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$828,583
Assets. Value of participant loans	2011-12-31	$18,428
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$163,882
Expenses. Total of all expenses incurred	2010-12-31	$201,128
Benefits paid (including direct rollovers)	2010-12-31	$189,926
Total plan assets at end of year	2010-12-31	$828,583
Total plan assets at beginning of year	2010-12-31	$865,829
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$53,448
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$103,339
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-37,246
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$828,583
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$865,829
Assets. Value of participant loans	2010-12-31	$10,964
Total contributions received or receivable from employer(s)	2010-12-31	$7,095
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$11,202
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for JER-KEN, INC. PROFIT SHARING 401(K) PLAN

2019: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: JER-KEN, INC. PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374293-01

Policy instance

Insurance contract or identification number	374293-01
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

374293-01

Policy instance

Insurance contract or identification number	374293-01
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

374293-01

Policy instance

Insurance contract or identification number	374293-01
Number of Individuals Covered	22
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	JER-KEN, INC.
Employer identification number (EIN):	870326452
NAIC Classification:	445110
NAIC Description:	Supermarkets and Other Grocery (except Convenience) Stores